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