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2024 MMI National Accounts Roundtable

June 18, 2024

New York, NY | Invesco Offices

CE Credits

Charged admission

Open to MMI members

Press prohibited

CE Credits:

The Roundtable program is being submitted to the Investments & Wealth Institute for CE credits for CIMA, CPWA, CIMC, and RMA certifications. The relevant approval code(s) will be shared with attendees after the event if credits are approved.

Overview

Roundtable Co-Chairs: 
J.P. Galvin, Executive Director, Bahl & Gaynor
Vadim Levin, Head of National Accounts, Congress Asset Management

Steering Committee:
Tim Costanza, Managing Director, Head of Institutional Business Development, Touchstone Investments
Luci Strauss Garren, Senior Relationship Manager, Goldman Sachs Asset Management
Kristopher Rooney, Managing Director within the Client & Product Solutions Group, Apollo

Please join us on June 18 in New York City for the inaugural MMI National Accounts Roundtable.

As the landscape for intermediary distribution evolves, National Accounts teams are responsible for navigating increasingly complex challenges and opportunities.

The Roundtable is an exceptional opportunity to discuss the current environment, network with peers, and hear from industry leaders on topics such as: 

  • Asset and Wealth Management Trends and Future State: An Industry in Transformation 
  • The Changing Landscape of Independence: Insights from RIA Aggregators
  • The Evolution of Traditional and Alternative Investment Vehicles 
  • A View from the Top: The Importance of National Accounts to Senior Leaders

Attendance is limited to National Account asset managers and two registrants per firm. This event is closed to the media.

Interested in registering? 

Contact Arlen Oransky at 646.868.8505 or aoransky@mminst.org.

Agenda

TUESDAY, JUNE 18, 2024

TimeDescription 
8:00 AM – 8:30 AM 
30 Mins(s)
Registration and Networking Breakfast  
 
 
8:30 AM - 8:45 AM  
15 Min(s)
Welcome & Opening Remarks  

Arlen Oransky, Executive Vice President, Chief Membership Officer, Money Management Institute  

Roundtable Co-Chairs:  
J.P. Galvin, Executive Director, Bahl & Gaynor
Vadim Levin, Head of National Accounts, Congress Asset Management
 
8:45 AM -9:30 AM  
45 Min(s)
Asset and Wealth Management Trends: An Industry in Transformation 

While the approach for each firm may look different, there is no denying that wealth management firms continue to transform to achieve sustained growth and adapt to appeal to future clients. Hear from wealth management industry leaders on their firm’s growth strategy, how asset managers can evolve with them, areas of need for financial advisors, and how technology will impact the client experience. 

Moderator: 
J.P. Galvin, Executive Director, Bahl & Gaynor

Panelists:
Kristen Griffin, Managing Director, Head of Investment Manager Analysis, CIO & Investment Solutions, UBS Wealth Management 
Kara Julian, Managing Director, Head of Consulting Group, Morgan Stanley
Anna Snider, Head of Investment Selection, CIO Office, Global Wealth and Investment Management, Bank of America Merrill Lynch
 
9:30 AM - 10:15 AM 
45 Min(s)

The Changing Landscape of Independence: Insights from RIA Aggregators

Just when you thought you understood the RIA market, along came RIA aggregators. Not a wirehouse, not an independent RIA, but a network of RIAs – and yet another place to capture client assets. How should asset managers partner with RIA aggregators?

Moderator: 
Tim Costanza, Managing Director, Head of Institutional Business Development, Touchstone Investments

Panelists:
Joe Mooney, Managing Director, Advisor Engagement and Enterprise Development, Concurrent Investment Advisors 
Pat Nerney, Senior Vice President, Dynasty Financial Partners 
Edwin Size, Head of Investment Platform, United Capital

 
10:15 AM – 10:30 AM 
15 Min(s)
Networking Break  
10:30 AM – 11:15 AM 
45 Min(s)

The Evolution of Traditional and Alternative Product Vehicles

Technology and the drive to enhance the client experience are pushing the evolution of product structures. How is the buyer community approaching the proliferation of vehicles (MFs, SMAs, ETFs, CITs, Interval Funds, LPs) across traditional and alternative asset classes?

Moderator: 
Joe Moran, Managing Director, Institutional RIA Sales, Apollo Global Management 

Panelists:
David Giffen, Managing Director, Head of Advisory Program Management and Governance, UBS
Betsey Grover, Senior Vice President, Fidelity Investments
Sam Kirkland, Research Director, Wells Fargo Investment Institute 

 
11:15 AM – 12:00 PM 
45 Min(s)

A View from the Top: The Importance of National Accounts to Senior Leaders

National Accounts has become increasingly important in asset management distribution. How should National Accounts professionals position themselves for future career growth?

Moderator: 
Luci Strauss Garren, Senior Relationship Manager, Goldman Sachs Asset Management

Panelists:
Kirsten Pickens, Co-Head of U.S. Distribution, FS Investments 
Anne Steer, Head of Distribution, Congress Asset Management
Troy Thornton, Partner, Head of Americas Third Party Wealth Business, Goldman Sachs

 
12:00 PM – 1:00 PM 
60 Min(s)

Closing Remarks and Networking Luncheon

Vadim Levin, Head of National Accounts, Congress Asset Management

 

Roundtable Host

Registration Fees

Registration Fee
$199


Please contact MMI at events@mminst.org with any questions.

Venue

Thank You to Our Roundtable Host:



 

Location:
Invesco Offices
225 Liberty Street
New York, NY 10281

Policies

Cancellation/Transfer Policy

MMI Conference Code of Conduct/Antitrust Guidelines and Compliance Policy

Health and Safety Protocols


Contact

Speaker Registration

Lauryn Hughes