The Westin O’Hare
The Westin O’Hare, 6100 North River Road Rosemont, Illinois 60018

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Event Date Thu Sep 13 EDT - Fri Sep 14 EDT (about 3 years ago)
Location The Westin O’Hare
6100 North River Road Rosemont, Illinois 60018
Region Americas

The only industry conference to focus solely on distribution in the investment advisory solutions space. The Forum brings together top wholesalers, sales managers, and their home-office partners for two days packed with information, frank conversations, and actionable takeaways. This highly interactive, one-of-a-kind program is designed to help distribution professionals raise their game and become more effective and productive at every level.

To follow up on the sold-out Forum held in February of this year, this edition will tackle topics such as:

How to identify your top opportunities and focus on high impact activities
Best practices for working with intermediaries
The evolution of the modern sales organization and effective internal partnering
Successfully integrating new channels and/or product lines into your practice
Achieving simplicity in your business planning process and strategy


2018 Speakers:

Forum Co-Chairs:

Arlen Oransky
Executive Director, MMI Center for Distribution Excellence

John Moninger
Director of Retail Sales, Eaton Vance

Mark Spina
Head of U.S. Private Client Services, Russell Investments

Brett Wright
Co-Head of Client Group, Macquarie Group

Steve Meier
Senior Vice President, Executive Program Director, Sequoia Systems International


Tige Hofer
Regional Director, Delaware Investments a member of Macquarie Client Group

Eddie Rollins
Head of National Accounts, Senior Managing Director, Horizon Investments

Debbie Simon Michaelson
Vice President, OppenheimerFunds

David Ingram
Regional Vice President, Hartford Funds

Brian Margolis

Lance O'Neal
Regional Vice President, Sammons Retirement Solutions

Bob Gray
Senior Vice President - Institutional Sales & Marketing, Dana Investment Advisors

Ted Hellmuth
Senior Vice President, Portfolio Strategist, Boyd Watterson Asset Management

Garrett Pierce
Vice President, Schafer Cullen Capital Management

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

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

Mike Matarazzo
Regional Vice President, Columbia Threadneedle

Paul Pezza
Senior Vice President, Account Manager for Chicago Market, PIMCO Investments

Christy Ryan
Vice President, Advisor Consultant, Nuveen

Matt Boren
Regional Investment Consultant, T. Rowe Price

Joe Clancy
Senior Advisor Consultant, Franklin Templeton

Sri Vemuri
Senior Vice President, Director Internal Sales and Support, American Funds

Tim Halverson
Regional Director, Northern Illinois, Advisor & Intermediary Solutions, Russell Investments

Austin Weichbrodt
Vice President, Account Manager, PIMCO Investments

Cary Zborovsky
Regional Director, Wells Fargo Asset Management

Danielle Hennesen
Certified Financial Planner, Responsible Investment Group, LPL Financial

Paul Rashid
Investment Manager, SAGE Private Wealth Group


Lee Kowarski
Vice President, DST Research, Analytics, and Consulting

Ryan Dahm
Vice President, Senior Regional Director, BNY Mellon | Lockwood

Terry Riordan
Vice President, Senior Regional Director, Private Wealth & Advisory, Voya Investment Management

John Moninger
Director of Retail Sales, Eaton Vance

Bill Rader
National Sales Manager, External Sales, American Century Investments

Mark Spina
Head of Advisor & Intermediary Solutions, Russell Investments

John Nersesian
Head of Advisor Education, PIMCO Investments