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2024 MMI National Accounts Roundtable

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 Investments & Wealth Institute® has accepted the MMI National Accounts Roundtable for 3.5 hours of CE credit towards CIMA®, CPWA®, CIMC®, and RMA® certifications. Email cecredits@mminst.org to obtain the program code.

Overview

This event is sold out.

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

Time	Description
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 Melissa C. Perel, Managing Director, Investment Select Executive, CEO Office, 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 Sze, 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