MMI Emerging Asset Managers Forum 2018 | Money Management Institute (MMI) | 1 May 2018 | Northern Trust Investment, 50 South La Salle Street, Chicago, IL 60603 USA

The asset management industry is undergoing radical changes in the ways that business is being sought and retained, both at the retail and institutional levels. Technological advances along with the increased speed and depth of information are influencing our relationships with clients and challenging the principles of how asset managers compete. Engaging distributors is more challenging - winning is even harder.

Against this rapidly-evolving industry landscape, emerging asset managers face their own special set of challenges and opportunities. That makes the theme of this year’s Forum – Moving Ahead, Next Steps – particularly apt. Our discussions will home in on strategies and best practices to deal with everything from overcrowded shelf space and the new realities of product rationalization to fee compression and successfully engaging distributors. Our goal is to help you rethink and prioritize critical decision steps in the asset manager lifecycle and position your firm as a thriver, not just a survivor.

• What should be your top offensive/defensive priorities?
• How do you choose the right distribution targets?
• Is your product offering properly differentiated to appeal to those targets?
• Partner or build? Is your digital strategy keeping up with advancements in fintech and Big Data?
• Should you jump on the ESG bandwagon?

2018 Speaker

Doug Dannemiller
Research Leader, Investment Management, Deloitte

MODERATOR:
Russell Parke
President, rpmAUM

Julien Courbe
Principal, PwC

Robert Tynes
Managing Director, Gratry & Company

Mamadou-Abou Sarr
Director of Product Development & Sustainable Investing, Northern Trust Asset Management

PANELISTS:

Jack Hanna, IV
Director of Marketing, Flippin, Bruce & Porter

Michael Saliba
Director of Marketing, Ballie Gifford

Keith Sloane
Head of Third Party Distribution, USAA

Randy Bullard
General Manager, Wealth Management, SigFig

Tom Gatto
Director, Artivest

Michael Smith
Founder, Executive Vice President, InvestCloud

Tim Gaumer
Director of Fundamental Research, Thomson Reuters

Bob Herrmann
President & CEO, Discovery Data

Scott Rompala
CEO, Managing Director, DataCatalyst

Luis Diez
Senior Vice President, Head of Fixed Income Manager Research, Northern Trust Asset Management

Amy Farrell
Senior Sustainable Investing Specialist, Sustainable and Impact Investing, UBS

Joe Sinha
Chief Marketing Officer, Parnassus Investments

2018 Sponsors and Partners

MMI TITANIUM PARTNER:
• BNY Mellon

FORUM SILVER SPONSOR:
• Archer

FORUM BRONZE SPONSOR:
• Broadridge