Webinars and other virtual events are an important part of the IMEA’s mission to support thought leadership and best practices. Review the past year’s IMEA and share the content with other members of your team.
The growth of ETFs, increased power of the retail channel, and move to fee-based advice is changing traditional distribution models. Asset managers are using new, innovative technologies to better enhance
The growth of ETFs, increased power of the retail channel, and move to fee-based advice is changing traditional distribution models. Asset managers are using new, innovative technologies to better enhance their sales and marketing functions to gain traction with advisors. There are trillions of dollars at stake: The fastest growing channel in an absolute dollar basis for combined fund and ETF assets during the last twelve months ending September 30, 2017 was the RIA channel, up $314 billion (14%).
Join us for an in-depth discussion on how asset managers are adopting new marketing and sales strategies to succeed in this new distribution landscape. We’ll explore the latest in client segmentation, benchmarking and product development. Hear what new technologies are taking hold in the industry. Learn how data and analytics, artificial intelligence and geo-targeting platforms are enabling asset managers to gain a competitive advantage.
The webinar replay will be emailed to registrants not affiliated with MFEA.
Active Managers Offer Institutional Funds to Reduce Fees in 2017
Jeff Tjornehoj, Director of Fiduciary and Compliance Research — Broadridge Financial Solutions
Jeff is the Director of Fiduciary and Compliance Research and joined Broadridge in June 2016 after nearly 19 years as a Research Analyst and Head of Americas Research at Thomson Reuters Lipper. At Lipper, he helped create the firm’s fund classification system, fund ratings, and internal methodologies and he co-authored (with Devin McCune) Lipper’s Trends in Subadvised Funds report. He has also published articles on mutual fund performance, flows, and industry trends. His observations on markets and fund industry developments have been frequently quoted in leading investment media such as The Wall St. Journal, Reuters, Barron’s, Financial Planning, and Ignites.
Frank Polefrone, Senior Vice President, Data and Analytics — Broadridge Financial Solutions
Frank Polefrone is the Senior Vice President of Product Development of Broadridge’s data and analytics business. He is responsible for setting the overall product strategy and overseeing the management of the Company’s distribution, finance, data management, compliance and risk management suite of solutions. He brings an extensive understanding of the financial services industry, and a strong record of building business, technology and product solutions for investment management firms to this role. Frank holds FINRA Series 7, 24 and 63 licenses. Frank has a Bachelor of Arts degree in Economics from Bucknell University and a Master of Arts degree in Educational Administration from North Carolina State University. Frank is frequently quoted in media regarding trends in fund flows in publications including CNBC, Barron’s, Ignites, Plansponsor, and ThinkAdvisor.
Bobby Brooks, Managing Director, Head of Retail Sales — Deutsche Asset Management
Bobby Brooks is a Managing Director and Head of Retail Sales for Deutsche Asset Management. With his twenty-one years of industry experience, he is a frequent speaker at major ETF and industry conferences, such as the Money Management Institute and Investment Management Consultants Association.
(816) 454-9422 | Email
How to Deliver Quality, Relevant Content with a Leveraged Content Supply Chain Process Tuesday, July 31 • 1:00 PM ET When it comes to content the quality bar
How to Deliver Quality, Relevant Content with a Leveraged Content Supply Chain Process
Tuesday, July 31 • 1:00 PM ET
When it comes to content the quality bar is always rising. In the digital era of the customer this is especially true.
Accurate up-to-date content is table stakes. Marketing and sales content users require high-performing, situation-ready content.
Customers and audiences expect relevant, useful, personalized content.
A common mantra is, “deliver the right content, to the right person, at the right time, in the right format, through their preferred channels and devices.”
This means quality content must be tailored to meet specific situational and personal requirements. This requires content operations teams to create many versions as well as formats.
Content at scale is an inevitable result. It’s a business requirement, but an operational conundrum. Business content teams struggle to meet these strategic imperatives.
Join our webinar on July 31 for an introduction to a new approach to resolve this dilemma. Introducing a leveraged content supply chain process.
Presentation available soon.
How Smart is Your Content?
A well-planned and structured marketing and disclosure supply chains is critical to executing an effective sales and digital strategy. Appatura’s RealTime Content Hub empowers you to intelligently create, edit, package and deliver content from a central hub, ensuring that only approved content is used at every stage of customer engagement.
John Closson, Chief Strategy Officer — Appatura
John Closson has been with Appatura for over 18 years. Prior to joining Appatura, John worked at Merrill Lynch, Eastman Kodak and Bowne Business Solutions. John holds a Bachelor of Arts in Economics from St. Lawrence University, and specializes in process improvement, product management and new business development. During his nearly two decades at Appatura, John has served in the following capacities: Client Services Manager, Product Manager and Project Manager.
Jim Burns, President — Avitage Consulting LLC
Jim Burns is a content operations professional with a unique expertise designing and managing a leveraged content supply chain process. For over 20 years his company Avitage developed software and content that enabled B2B marketing and sales organizations to deliver high-performing situation-relevant content to customers and audiences. This improved marketing campaign performance, as well as sales and channel effectiveness.
Patrice Trichon, Vice President, Strategic Client Services, Global Head of Fund Reporting — Goldman Sachs Asset Management
How Product Teams Leverage Data and Analytics Thursday, September 27 • 1:00 PM ET This panel will discuss best practices for product teams in
Learn how the MARS platform can provide solutions for the complicated and chaotic array of sales and asset data sources. For almost 20 years, SalesFocus Solutions has
[email protected] | 816.454.9422
The New Era of Asset Management Marketing: Sales and Marketing Enablement Tuesday, December 4 • 1:00 PM ET A new era of asset management