Distribution Council SponsorHost Product Council Sponsor
ATTENDEES
DISTRIBUTION & PRODUCT SUMMITMAY 10-11 | BALTIMORE | HOSTED BY LEGG MASON
Aberdeen Asset Management
Alan GoodsonHead of Product
Mickey JanvierHead of Business Development -Wealth Management
AMG Funds
Keitha KinneChief Operating Officer
AQR Capital Management
Marco HanigPrincipal
Ariel Investments
Martin GawneDirector of External Communications
Arthur J. Gallagher & Co.
Michele KocakArea Vice President,Retirement Plan Consulting
Casey Quirk by Deliotte
Tyler ClohertySenior Manager
Chloe GardnerBusiness Analyst
Charles Schwab
Evan SosoAssistant Branch Manager
John SturialeHead of Sales & Client Relations
Diamond Hill
Alex GardnerHead of Product
Lynette HartHead of Marketing
Julie McConnellHead of Intermediary Sales& Business Management
DST kasina
Matthew FronczkeSenior Executive Consultant
Envestnet
Michael FeathermanManaging Director,Head of Investment Specialists
Federated InvestorsPaul UhlmanPresident, Federated Securities Corporation
Distribution Council SponsorHost Product Council Sponsor
ATTENDEES
DISTRIBUTION & PRODUCT SUMMITMAY 10-11 | BALTIMORE | HOSTED BY LEGG MASON
Fenimore Asset ManagementAnne PutnamSenior Vice President
Fidelity Investments
Dave GraySenior Vice President& Retirement Product Leader
FlowspringWarren MillerFounder & CEO
Franklin Templeton InvestmentsJeff KelloggSenior Vice President, Head of Product Management
Goldman Sachs
Rachel SchnollHead of Product Strategy
Troy ThorntonManaging Director
Hennessy Funds
Andrea MatsuiVice President, Channel Strategy
Invesco
Charles EvansDirector of Business Intelligenceand Data Strategy
Aimee DouglassProduct Management Director
Janus
David MasterChief Marketing Officer
Jen NicholsSenior Product Specialist
K&L Gates
Chuck MillerPartner
Legg Mason
Karen CorsoDirector, U.S. Product Management
Ann DoyleManaging Director, Head of Product Analytics
Stacy FontanaManaging Director,U.S. Product and Channel Marketing
Diane FrankenfieldHead of U.S. Marketing,Global Digital & Creative Services
Distribution Council SponsorHost Product Council Sponsor
ATTENDEES
DISTRIBUTION & PRODUCT SUMMITMAY 10-11 | BALTIMORE | HOSTED BY LEGG MASON
Legg Mason (cont’d)
Niccona TeichertDirector,Global Marketing Business Management
Sean BurkeNational Sales Manager, Independent Advisor ChannelFrances CashmanCo-Head of U.S. SalesMichael DeMilioMarketing Program ManagerBlair GormanSales Training ManagerZahya HantzRegional Sales DirectorDarren SeibertProduct Development Manager
LPL Financial
Robert PettmanExecutive Vice President,Product & Platform Management
Macquerie Investment Management
Jim HinkleySenior Vice President,Head of Product Management
Rachel JacobsSenior Vice President,Head of Key Accounts Wirehouse Channel
Ken BurdBusiness Manager - Client Group
Merrill Lynch
Sandy BoltonManaging Director, Head of InvestmentSolutions - Managed Solutions Group
MFS Investment Management
Josh GatesBusiness Relationship Manager,Distribution Technology
Natixis Global Asset Management
James CoveSenior Vice President
Nuveen Investments
Stephen BanManaging Director
Christine StokesManaging Director, Retirement Strategist
OppenheimerFunds
Kamal BhatiaHead of Investment Products & Solutions
Eric JohnsonSenior Vice President,Head of Digital Distribution and Innovation
John McDonoughExecutive Vice President,Head of Distribution and Marketing
Distribution Council SponsorHost Product Council Sponsor
ATTENDEES
DISTRIBUTION & PRODUCT SUMMITMAY 10-11 | BALTIMORE | HOSTED BY LEGG MASON
PGIM Global Investment ManagementJoel SauberSenior Vice President, Product & Marketing
Principal Funds
Jill BrownManaging Director
Charissa CashinDirector, Product Management
Suzanne CohrsDirector, Global Product Strategy
Seismic
Craig DunhamVice President& General Manager of Financial Services
Thornburg Investment Management
Rob McInerneryPresident, Thornburg Securities Corp.,National Sales Manager
T. Rowe Price
James ErcegHead of Product, North America
George RiedelHead of U.S. Intermediaries
Wasatch AdvisorsEric BergesonPresident
William Blair Funds
Michael JancosekPartner, Head of Intermediary Distribution
Distribution Council SponsorHost Product Council Sponsor
ATTENDEES
DISTRIBUTION & PRODUCT SUMMITMAY 10-11 | BALTIMORE | HOSTED BY LEGG MASON
Attending SponsorsDST kasina
Matthew FronczkeSenior Executive Consultant
Morningstar
Audra SolarskiMarketing Director
Seismic
Craig DunhamVice President& General Manager of Financial Services
Attending PartnersAllego, Inc.BroadridgeCelera SystemsDial-A-NoteSalesPageStrategic Insight
MFEA
Kimber LintzDirector
Kathryn CavenerEvent Manager
Gina MeagherPublic Relations