Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:MFEA STARs Gather in Chitown as MMIers Gather in Beantown Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, October 18, 2016

MFEA STARs Gather in Chitown as MMIers Gather in Beantown

Reported by Neil Anderson, Managing Editor

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

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  2. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
  3. IDC Virtual Roundtable: Florida - April 2021, April 20
  4. The 31st Sub-Advised Funds Forum, Apr 20-21
  5. ETF.com Awards 2020, April 20
  6. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  7. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  8. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  9. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  10. IDC Webinar: The Future of the Workplace - April 2021, April 23
  11. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  12. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  13. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  14. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  15. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  16. ICI 2021 General Membership Meeting - Day 1, May 6
  17. Emerging Manager Forum USA, May 12-14
  18. ICI 2021 General Membership Meeting - Day 2, May 13
  19. 2021 FINRA Annual Conference, May 18-20
  20. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  21. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  22. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  23. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  24. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  25. ICI 2021 Operations and Technology Conference, May 20
  26. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use