Oct 1, 2019
In this episode, sponsored by Money Management Institute's Center for Distribution Excellence, we interview: Sue Thompson, Executive Vice President and Head of SPDR Americas Distribution.
Sue Thompson is an executive vice president of State Street Global Advisors and serves as Head of SPDR Americas Distribution. In this...
Apr 23, 2019
Are you looking to move up the corporate ladder?
Curious about the skills, traits, and attributes that executive recruiters seek out when sourcing candidates for coveted positions in our industry?
In this episode we speak to one the country's most prominent executive recruiters, Kathy Freeman.
As President of her firm,...
Oct 30, 2018
Will emerging technologies, passive investing and fee compression kill the wholesaler?
What does the future of asset management sales look like?
Our guests are David Ristau and Jeff Baker from HiddenLevers, the premier portfolio stress testing platform for financial advisors.
Download the Death of a Wholesaler PDF...
Sep 11, 2018
In this episode, sponsored by Money Management Institute's Center for Distribution Excellence, we interview: Jeff Carlin, CFA, Senior Managing Director, Head of U.S. Retail Distribution at Nuveen.
Jeff is Senior Managing Director and Head of U.S. Retail Distribution at Nuveen. He is responsible for leading...
Aug 21, 2018
In addition to the six (6) questions we pose to all leaders, we also explore the state of women in our distribution community.
Anne Steer joined Congress Asset Management in 2015 as Head of Distribution for the firm. She manages sales, client service and marketing, and is responsible for developing and executing the...