Mutual fund industry marketers are converging on Chitown today for a pair of events, and the lucky winners will come home afterwards with some hardware. Meanwhile, managed account industry insiders are converging on Boston.
| Henry Detering Lazard Asset Management Managing Director | |
Tonight the Kansas City, Missouri-based Mutual Fund Education Alliance (
MFEA) will
hold its 2016
STAR Awards celebration and dinner at the Mid America Club in downtown Chicago. And before that, fundsters will
gather at the club this morning for the MFEA's
Marketing Council conference.
Meanwhile, today in Boston the Money Management Institute (
MMI) is
kicking off its two-day
Fall Solutions Conferece at the Westin Copley Place in Boston.
The
awards, sponsored by
IMPRINT, honor firms of various sizes for "excellence in fund marketing communications" to retail investors, advisors, retirement plan participants, and retirement plan sponsors. Firms are also recognized for their community service contributions. And this year, for the first time, MFEA will
give award nominees an "evaluation scorecard" with feedback on their submissions.
The marketing council, sponsored by new industry marketing/distribution/PR agency
Sondhelm Partners, will feature a number of industry speakers and panelists, including:
Scott Burns, global head of asset management solutions at
Morningstar;
Henry Detering, managing director at
Lazard Asset Management [
profile];
Bill Finnegan, chief marketing officer of
AMG Funds [
profile] and chair of the MFEA marketing council;
Anu Heda, partner at
Naissance;
Kimber Lintz, director of the MFEA;
Gretchen Luebke, senior director and head of marketing operations at
Janus [
profile];
David Master, chief marketing officer at Janus;
Dorit Murciano, senior vice president and financial services practice leader at
Merrill Corporation;
Andrew Seibert, managing partner at IMPRINT;
Kirti Srikant, head of brand and advertising at
OppenheimerFunds [
profile];
Stephen Wendel, head of behavioral science at Morningstar; and
Chrystal Williams, head of digital and print marketing at
Invesco [
profile].
At MMI, featured speakers scheduled to take the stage include:
Peter Chiang, principal at
A.T. Kearney;
Brendan Clark, president of
Clark Capital Management Group;
Tim Clift, executive vice president and chief investment strategist at
Envestnet;
Gary DeMoss, director of
Invesco Consulting [
profile];
Michael Foy, director of the wealth management practice at
JD Power;
Brennan Hawken, senior equity research analyst at
UBS Investment Bank;
Mike Keenan, senior managing director of national accounts at
MFS Investment Management [
profile];
Patty Loepker, head of research directed advisory programs at
Wells Fargo Advisors and co-chair of the conference;
Jill Mavro, head of the strategic relationship group at State Street Global Advisors (
SSgA [
profile]) and co-chair of the conference;
Bailey McCann, financial journalist and author;
Tom Morelli, vice president and head of broker-dealer at
T. Rowe Price [
profile];
Ron O'Hanley, president and CEO of SSgA;
Roger Paradiso, head of alternative distribution strategies at
Legg Mason [
profile];
Craig Pfeiffer, president and CEO of MMI;
Jason Schwartz, president of
Wilshire Funds Management [
profile];
Uday Singh, partner at A.T. Kearney;
John Sweeney, executive vice president of retirement and investing strategies at
Fidelity [
profile] and chairman of MMI's board of governors;
Warren Terry, managing director of the FA platform at Wells Fargo Advisors; and
Joe Wall, vice president of the office of government affairs at
Goldman Sachs [
profile]. Big sponsors of the MMI conference include:
Capco,
CGI,
EY,
FolioDynamix, and
Vestmark. 
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