2015 Annual Conference Presentations

2015 Annual Conference Program

How a Global Asset Manager is Adapting to Create a World-Class Client Experience – Mark McKenna, Putnam Investments

Marketing Metrics: Meaningful Measurements for your Business – Maureen Bromwell, Northern Trust

The Evolution of Portfolio Commentary – Omri Ben-Amos, ClearBridge Investments & Amit Patel, Narrative Science

Is it Finally Time for Social? – Kristen Swenson, Royce & Associates, Dan Connell, Greenwich Associates

Building a Full Funnel Content Strategy – Adam Dunn, ALM Media/ThinkAdvisor, Jamie Green & Josh Heitsenrether, ALM Media

What we Uncovered about the RIA Channel – and Actions You Can Take to Grow your RIA Business – James Lesser, SwanDog Strategic Marketing

How to Grow you Edge with Institutional Investors – Amanda Tepper, Chestnut Advisory Group

Polishing your Consultant Database Profiles for Maximum Visibility – Rick Gagnon, Compass iTech/ProFusion

Results fo the PAICR/P&I Content Marketing Study – Elayne Glick & Julie Parton, Pensions & Investments

Retail vs. Institutional: What’s the Difference Anymore? – Lauren Smith, Invesco & Sue King, UBS

Successful Rebranding: It’s all in the Detail – Bill Hays, AB

The Secret Sauce in Your Content Barbecue – Ann Handley, MarketingProfs

Collaboration: Beyond the Inbox – Deb Well, Harbor Capital Advisors

LinkedIn and Google Adwords —¬†Practical Tips – Daniella Boni, Callan Capital & Tom Mulligan, Brandes Investment Partners

The Intersection of PR and Asset Management – Tucker Slosburg, Smead Capital Management

TRANSFORMing the Marketing/IT Relationship – Henry Detering, Lazard Asset Management, Ray Lewis, Brandes Investment Partners & Chrystal Williams, Invesco

Video Production: Soup to Nuts – Deb Wetherbee, Asset TV & Marianne Rocco, VideoLink