Leadership - IMEAConnect

The leadership of the IMEA is comprised of the overall executive leadership, the Executive Committee, and the leaders within the IMEA’s highly-respected Executive Council Program. The Executive Committee is elected annually by the Board of Governors of the Alliance and has the overall responsibility for the direction and management of the IMEA. The Executive Council Program is comprised of: the Data Council, the Marketing Council, the Distribution Council, and the Product Council.

An Executive Committee elected by the membership directs the activities of the Association.

IMEA EXECUTIVE COMMITTEE CHAIR

John McDonough — IMEA Executive Committee Chair
Head of Wealth Management Intermediaries
Invesco

IMEA EXECUTIVE COMMITTEE

Jill Brown – Vice President
Head of US Wealth
Principal Global Investors

Jim Cove – Vice President
Senior Vice President, U.S. Marketing
Natixis Investment Managers

Dave Master — Vice President
Chief Marketing Officer
Janus Henderson Investors

John Sturiale — Treasurer
Senior Vice President, Head of Product Management & Strategy
Charles Schwab Investment Management

EXECUTIVE COUNCILS

IMEA’s Executive Councils bring together fund professionals in specific business practice areas to examine strategies, exchange ideas and discuss industry trends. The Executive Council Steering Committees provide vital leadership and direction for these Councils.

The only industry-sponsored forum of its kind for digital executives, IMEA’s Data Council brings together individuals responsible for planning and executing e-business strategies. Together, they examine promotions, technology, education, services and marketing online, while addressing issues of mutual concern.

DATA COUNCIL CHAIR

James Keenan
Director, Digital Marketing
AMG

DATA COUNCIL STEERING COMMITTEE

Matt Machut Managing Director, Global Head of Sales Strategy and Enablement Goldman Sachs Asset Management	Austin Lewis Director, Business Intelligence Janus Henderson Investors
Ken Burd Director. Distribution BI & Analytics Principal Global Investors	Nathan Oppedahl Director, Digital Experience Thrivent Mutual Funds

The Distribution Council brings together senior distribution executives to exchange ideas and engage in candid conversation on the trends, challenges, best practices and dynamics of distributing mutual fund products.

DISTRIBUTION COUNCIL Co-CHAIRS

Rocco Benedetto, Co-Chair
Head of US WMI Field Distribution
Invesco

James Adams, CIMA, Co-Chair
Managing Director
MFS Funds Distributor, Inc.

DISTRIBUTION COUNCIL STEERING COMMITTEE

Annie Brown
Head of Broker/Dealer Distribution
T. Rowe Price

Katie McKay
Head of Sales Enablement & Distribution Strategy
John Hancock Investments

Ronice Barlow
SVP, Co-Head US Retail Sales
Franklin Templeton Investments

The Education Council’s mission is to provide practical insight and perspective that is helpful to investors and the financial advisors that serve them. By leveraging the expertise and experience of the member firms, the Council works to identify critical education issues and ways the IMEA and its member can address them.

EDUCATION COUNCIL CHAIR

Jennifer Ball
Senior Vice President, Marketing
Franklin Templeton Investments

EDUCATION COUNCIL

Daniela Palmieri Head of Brand Macquarie Asset Management	Krisha Newham Vice President Client Marketing, PFS American Century Investments
Vicki Lester Head of Intermediary Marketing Columbia Threadneedle Investments	Emily Puffett Head of North America Channel Marketing Janus Henderson Investors
Ariel Reppert Marketing Director Nationwide	Lauren Smith Head of Integrated Marketing T. Rowe Price

The Marketing Council is comprised of senior strategists responsible for the development and execution of initiatives and strategies in the areas of marketing, shareholder communications, corporate image and branding, and public relations. Representatives exchange ideas, explore industry trends and discuss marketing and sales communications issues.

MARKETING COUNCIL CHAIR

Vicki Lester
Head of Intermediary Marketing
Columbia Threadneedle Investments

MARKETING COUNCIL STEERING COMMITTEE

John Davis Director of Communications & Marketing The Royce Funds	Jennifer Fantozzi Vice President, Segment Marketing Fidelity Investments
Scot Hoffman Director of Communications Dodge & Cox	Lauren Smith Head of Integrated Marketing T. Rowe Price
Keith Bernard AVP Marketing Investment Management Group Nationwide

IMEA’s Product Council provides a one-of-a-kind forum for senior executives over product innovation, development and governance. The Product Council explores trends, challenges and opportunities in the critical business area of product management through expert presentations, data review, best practices and strategic conversations.

PRODUCT COUNCIL CHAIR

Dan Beckman
Head of U.S. Product
Columbia Threadneedle Investments

PRODUCT COUNCIL STEERING COMMITTEE

Jim Hinkley Managing Director Macquarie Asset Management	Michael Twohig Vice President, Product Development Goldman Sachs Asset Management
Amy Duling Senior Vice President \| Head of Global Product Solutions Cohen & Steers	Ed Nini Managing Director, Global Head of Product Principal Global Investors
Adam Rochlin Senior Vice President, Fixed Income & Co-Head of Investment Products & Solutions Invesco