Wealth Management Sales & Marketing Exchange

Practical Insights to Boost AUM by Aligning Distribution, Marketing and Product

June 18-19, 2019
The Harvard Club | Boston, MA

Competition for “shelf space” and advisor attention in wealth management is fierce. And in the face of declining fees, it’s critical to bring your “A” game to the table.

At this event, you’ll hear directly from those on the cutting edge of:
Aligning marketing, sales and distribution for maximum impact
Using data-driven insights to drive marketing and sales where it matters most
Strategically evaluating resources and ROI to boost effectiveness of all sales, marketing and distribution resources

Key topics will include

Changes & challenges in asset management marketing and sales
Using marketing and sales data to target resources appropriately
Product trends: what’s around the corner and how can you prepare?

Model portfolios: refining the one-size-fits-all approach
Innovations in compensation and pay structures

Who Will You Meet?

  • Network with your wealth management peers specializing in:
  • Marketing
  • Sales
  • Distribution
  • Product Development
  • Portfolio Construction
  • Sales and/or Marketing Analytics

Attendees from Previous Wealth Management Events

Wells Fargo Asset Management | Merrill | Morgan Stanley | Blackrock | Blackstone Alternative Asset Management (BAAM) | CIBC Private Wealth Management | Edward Jones | Federated Investors | ICMA – RC | JP Morgan | Invesco | John Hancock | MFS Investment Management | Morningstar Investment Management | Franklin Templeton Investments | Goldman Sachs Asset Management | Macquarie Investment Management | Neuberger Berman | New York Life Investment Management | Nuveen Investments | OppenheimerFunds | Perella Weinberg Partners | William Blair

How Will This Conference Help You?

Learn how to use sales analytics to better target your leads

Find out exactly what advisors are looking for and how to stand out
Maximize your marketing and sales dollars
Hone in on the most effective sales and distribution roles and channels – where will you get the biggest bang for your buck?
Hear how other asset managers are staying ahead of the marketing/sales curve
Learn how portfolio construction is playing a bigger role in marketing and sales
Boost your distribution power by adding portfolio and product specialists to the team
Cash-in on distribution shifts
Get a clear understanding of the sales staffing changes taking place and why
Reinvigorate your sales team
Network with the most cutting-edge folks changing the way marketing, sales, and distribution is done in the future


Mark Smith

Morgan Stanley

Matt Witkos

President of Distribution
Eaton Vance

Marc J. Brookman

Deputy CEO, North America

Loren Fox

Director of Research
Ignites Research – a Financial Times company

Barbara Wenig, CFA

Managing Director, Head of Client Platform
Neuberger Berman

Ryan Mullen, CIMA, ARPC

Senior Managing Director and Co‐Head of MFS International Ltd. (MIL)

Andrew Provencher, CFA

Executive Vice President, Head of North America Distribution
BNY Mellon Investment Management

Sheri Gilchrist

Asset Management Marketing Leader
Recently the Global CMO PGIM Investments

Mario Barbato

Partner, Chief Transformation Officer
Lord Abbett

Scott Anderson

Vice President, Research
BNY Mellon, Intermediary Analytics

Paul M. Weisenfeld

Director, National Accounts/Alternative Investments
Legg Mason

John Nickodemus

National Sales Manager
Putnam Investments

John Moninger

Managing Director, Retail Sales
Eaton Vance

MaryAnne Doggett

Managing Partner
Interactive Communications

Rodney Allain, CIMA®

Head of Retail Sales Desk and Business Development Channel
Legg Mason

Sterling Shea

Global Head of Wealth and Asset Management
Dow Jones

D. Keith Sloane

Head of 3rd Party Distribution
USAA Investment Management Company

Sue Thompson

Executive Vice President, Head of SPDR Americas Distribution, Global SPDR Business
State Street Global Advisors

Michael J. Melchionno, CIMA®, CAIA®, CRPC®

Senior Managing Director
John Hancock Investments

Paul Hatch

Group Managing Director & Northeast Division Director
UBS Financial Services

Robert M. Hegarty

Managing Partner
Hegarty Group

Rachel Schnoll

Head of Product Strategy
Goldman Sachs Asset Management

Matthew Goulet, CFA, SVP

Model Portfolios
Fidelity Institutional Asset Management

Jonathan Davies

Vice President, Digital Marketing
Fidelity Institutional Asset Management

Scott Smith

Cerulli Associates

Leslie Walstrom

Head of North America Marketing
Columbia Threadneedle

James O. Keenan

Director, Digital Strategy
AMG Funds


Receive a full, detailed agenda via email

  • This field is for validation purposes and should be left unchanged.


June 2019


  • 8:00 AM

    Conference Registration & Networking Breakfast

  • 8:35 AM

    Conference Sessions:

    • - Welcome and Opening Remarks
    • - Opening Executive Roundtable: Key Changes & Challenges in Asset Management Marketing & Sales
    • - Five Trends that are Transforming the Wealth & Asset Management Industries
  • 10:30 AM

    Networking Break

  • 10:45 AM

    Conference Sessions

    • - Panel Discussion: Data & More Data: Using Marketing and Sales Data to Target Resources Appropriately
    • Sales & Distribution Roles and Channels: Evaluating the Costs, ROIs, and National Accounts/key Accounts Departments
  • 12:30 PM

    Networking Luncheon

  • 1:45 PM

    Conference Sessions

    • - Panel Discussion: Putting Together the Winning Sales and Marketing Team – Structure, Staffing, Expense
  • 2:45 PM

    Networking Break

  • 3:00 PM

    Conference Sessions

    • - Maximizing the Results of Your Internal Sales Staff: Advanced Communication Skills for Today’s Internal Wholesalers
    • Sales: What Makes for an Outstanding Fund/ETF Salesperson Nowadays?
  • 5:00 PM

    Networking Reception

  • 6:00 PM

    End of Day


June 2019


  • 8:00 AM

    Networking Breakfast

  • 9:00 AM

    Conference Sessions:

    • - Chairperson’s Recap of Day One
    • What do Advisors Want?
    • Product Trends: What’s Around the Corner & How Can You Prepare?
  • 10:45 AM

    Networking Break

  • 11:00 AM

    Conference Sessions

    • - Model Portfolios: Refining the One-Size Fits-All Approach
    • Now that Most Firms Have Embraced Digital Engagement, What’s the Next Big Differentiator?
  • 12:45 PM

    Networking Luncheon

  • 2:00 PM

    Conference Sessions

    • - Attribution: Understanding Where the Results are Really Coming From
    • - Using Data Analytics with Artificial Intelligence to Refine Your Distribution Strategy
  • 3:45 PM

    Summit Conclusion

  • “Content was specific to my job and provided important detail for my role. Best conference I've ever attended.”

    - Jeff D. with DWS
  • "Good, broad topics…speakers willing to engage after they spoke."

    – Mark R. with Segall, Bryant & Hamill
  • “Thoughtful insights. Key gatekeepers were sharing concepts for future success.”

    - Eileen S. with William Blair


Harvard Club

374 Commonwealth Ave
Boston, MA 02115
(617) 536-1260

The Harvard Club has reserved a block of rooms for our event at the rate of $269 a night. In order to book at this rate, call 617-536-1260 at mention "Insight Exchange Network." These rooms will be available until June 3rd.

Sponsor Or Exhibit At This Event

Insight Exchange Network
200 Washington St. Ste 101
Santa Cruz, CA 95060
(831) 431-6668
Privacy Policy


Website by WebHolism