2019 MMI Distribution Leadership Forum | Money Management Institute (MMI) | 13 November 2019 | New York Athletic Club, 180 Central Park S, New York, NY 10019, USA

As a sales professional, don’t miss the only industry conference that focuses exclusively on distribution in the investment advisory solutions space. This unique one-day event brings together top wholesalers, sales managers, and their home-office partners to share information, frank conversations, and actionable takeaways.

Essential Topics for Sales Professionals
This highly interactive, one-of-a-kind program is designed to help distribution professionals sharpen their skills and become more effective and productive.

Key topics include:
• Leveraging data to uncover opportunities
• Effective marketing and social media tactics
• The impact of centralized decision-making
• Working with internal and external partners
• How to find the right advisors and add value

2019 Speakers

Arlen Oransky
SVP, Chief Membership and Programs Officer, Money Management Institute

Jeff Carlin
Senior Managing Director, Head of U.S. Retail Distribution, Nuveen

John Moninger
Managing Director, Retail Sales, Eaton Vance

Michael E. Kitces
Partner and Director of Wealth Management, Pinnacle Advisory Group; Co-Founder, XY

FEATURED SPEAKER:

Michael Kitces
Partner and Director of Wealth Management, Pinnacle Advisory Group

Brendan Finn
Director, Strategic Relationships, Artivest

Xan McGivney
Vice President, Senior Digital Marketing Automation Manager, Voya Investment Management

Sean Nelson
Director, Client and Partner Group, KKR

Chris Smirti
Regional Advisor Consultant, Putnam Investments

Jeff Robinson
Associate Director, Digital Sales and Service, Russell Investments

Mark Smith
Executive Director, Investment Solutions/Relationship Management Group, Morgan Stanley Wealth Management

Mike Tran
Sales Enablement Strategist, Amundi Pioneer

Jamie Weinstein
Data and Systems Manager, Distribution Intelligence and Sales Enablement, Delaware Funds by Macquarie

Matt Schiffman
Principal – Distribution Insight, Broadridge Financial Solutions, Inc.

Mark Najarian
Global Head of Consultant Relations & Professional Buyers, American Century Investments

Chris Arthur
Director, Portfolio Strategy Consulting, Eaton Vance

Ryan Keating
Vice President, Account Manager, Private Client Group, PIMCO

Matt Koth
Head of U.S. Platform Development, Russell Investments

Jeffrey D. Carlin
Senior Managing Director, Head of U.S. Retail Distribution, Nuveen

Jim Brick
Vice President, Senior Strategic Relationship Manager, RBC Wealth Management

Ira Cox
Senior Vice President, Amundi Pioneer

Dan Noonan
Executive Vice President, Head of U.S. Global Wealth Management ETF Sales, PIMCO

John Moninger
Managing Director, Retail Sales, Eaton Vance

Rachel Bertsch
Vice President, Portfolio Strategist, Investment Solutions Group, Merrill Lynch

Barry Motz
Director, Relationship Management Group, Lord Abbett

Steven Pogorelec
Senior Vice President, External Advisor Consultant, PIMCO

2019 Sponsors

GOLD SPONSORS:
• Allianz
• Broadridge

SILVER SPONSOR:
• Vestmark

KEYNOTE SPONSOR:
• nuveen

NETWORK PARTNER:
• Discovery Data