Strategic Insight National Conference

General Inquiries:
Loren Fox
Sr. Research Analyst
Strategic Insight
Tel: +1 212-944-4460

Sponsorship Information:
Foster Wright
SVP, Business Development
Asset International
Tel: +1 203-595-3280


SIFFC thanks its sponsors:



Strategic Insight
Future of Funds Conference
October 18, 2010
Le Parker Meridien Hotel
119 West 56th St, New York, NY

About | Presentations | Agenda | Speakers | Venue Add to calendar



Monday, October 18 2010
8:30 – 9:00 Registration & Continental Breakfast
9:00 – 10:00

Panel Discussion: Product Trends: The Perspective of Fund Distributors
Executives from key distributors reveal what they’re seeing in product demand and usage, how that’s evolving, and other relevant concerns.

William Rittling, Sr. VP and Director, Advisor Resource Group, MFS Investment Management

Andrew Gotfried, Director, Mutual Fund Research & Marketing, Raymond James & Associates
Stephen Seifert, Principal, U.S Mutual Funds Marketing, Canadian and U.K. Products, Edward Jones
Peter Thatch, Director, U.S. Mutual Funds, Merrill Lynch Global Wealth & Investment Management

10:00 – 10:30

Presentation: The Growth of Non-Traditional Mutual Funds
A look at the recent growth of global tactical allocation funds, market neutral funds, and other non-traditional open-end mutual funds, and the factors behind this growth.

Sonia Mata, Senior Research Analyst, Strategic Insight
10:30 –10:45

Coffee/networking break

10:45 – 11:45

Panel Discussion: Target-Date Funds and Other Packaged Advice Solutions
Experts discuss trends in these increasingly popular funds-of-funds, including glide path issues, regulatory concerns and the possible evolution of ‘packaged advice’ products.

David J. Bauer, Partner, Casey, Quirk & Associates

Sander Bieber, Partner, Financial Services Practice, Dechert LLP
Seth Masters, CIO, Blend Strategies & Defined Contribution, AllianceBernstein
Kristi Mitchem, Sr. Managing Director, Head of Defined Contribution,State Street Global Advisors  
11:45 – 12:45

Panel Discussion: The Future of Retirement Income Solutions
From GMWBs to SALBs, this panel will explore the retirement income solutions being developed or considered, as well as attempts to include them in retirement plans and target-date funds.

Tamiko Toland, Managing Director, Retirement Income Consulting, Strategic Insight

Mark Foley, Vice President, Innovative Simplicity Team, Institutional Income Innovation Group, Prudential Retirement
Mark Fortier, Head, Product and Partner Strategy, AllianceBernstein DC Investments
Richard Hymes, Regional Vice President, John Hancock Retirement Plan Services
12:45 – 1:45


1:45 – 2:15

Presentation: Fund Share Classes in the Wake of Rule 12b-2
A dive into the SEC’s proposed changes to 12b-1 fees, including their potential impact in the future and trends in fund share class usage.  

Avi Nachmany, Executive VP, Director of Research, Strategic Insight
2:15 – 2:30

Coffee/networking break

2:30 – 3:00

Presentation: The Next Wave of ETFs
Surveying the ETF innovation landscape, including strategy-based ETFs, actively managed ETFs, and considerations for entering the ETF market.  

Loren Fox, Senior Research Analyst, Strategic Insight
3:00 – 4:00

Panel Discussion: Navigating the New Era of Product Innovation
Product executives from fund firms and other experts discuss the ins and outs of fund product development in today’s environment, including examples and future trends.

Loren Fox, Senior Research Analyst, Strategic Insight

Glen Casey, Managing Director, Global Product Strategy & Development, Goldman Sachs Asset Management
Phil Masterson, Managing Director, Investment Manager Services Division, and President, Advisors' Inner Circle (AIC) Funds, SEI
Christopher C. Thompson, Head of Product Management and Marketing, Columbia Management

Conference Ends