Morningstar’s Post

View organization page for Morningstar, graphic

315,830 followers

Are you ready to rethink #AssetManagement distribution? Join Jonathan Linstra, Managing Director, Americas, Morningstar Wealth, on a pivotal panel discussion styled after ESPN's "Pardon the Interruption." 🔗 Check out the #2024MMISummit agenda and full speaker lineup: http://spr.ly/6047k8bVR. Jonathan joins a lineup of esteemed panelists and moderator T. Neil Bathon, Founder and Managing Partner, FUSE Research Network, to analyze the merits and challenges of different distribution models in the investment advisory world. They will zero in on channelized vs. dechannelized structures, specialist vs. generalist models, and the blend of institutional and retail sales strategies. Meet the Panelists: Jeff Carlin, CFA, Senior Managing Director, Head of Global Wealth Distribution, Nuveen, a TIAA company; Mollie Jensen, Global Head of Marketing, Russell Investments; Kimberly LaPointe, Senior Managing Director, Head of Wealth Distribution, Macquarie Group; and Jonathan Linstra, Managing Director, Americas, #MorningstarWealth. Whether you're entrenched in asset management or navigating the waters of #WealthManagement, this fast-paced #InvestmentAdvisory session is one you won't want to miss. #MMISummit

  • No alternative text description for this image

To view or add a comment, sign in

Explore topics