The Future of Global Distribution <ul><li>Moderator:  Steven Miyao , kasina </li></ul><ul><li>Joe D’Agostino , Citi Global...
Mergers
Mergers = Global power houses
Global Institutional Sales Process <ul><li>How is the role of the Key Accounts team evolving?  </li></ul>
Global Product Development Singapore
Global Key Accounts
Localized Distributor Need
US Implication
Today’s Discussion <ul><li>Impact of the Mergers </li></ul><ul><li>The Institutionalization of the Sales Process </li></ul...
The Panel <ul><li>Moderator:  Steven Miyao ,  CEO,  kasina </li></ul><ul><li>Joe D'Agostino ,  MD , Director, Investment P...
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Nicsa Future Of Distribution 2009 2.8.09

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A discussion on the future of global investment management distribution. It reveals the shift of power from the product manufacturers to the distributors.

Published in: Economy & Finance
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Nicsa Future Of Distribution 2009 2.8.09

  1. 1. The Future of Global Distribution <ul><li>Moderator: Steven Miyao , kasina </li></ul><ul><li>Joe D’Agostino , Citi Global Wealth Management Investments </li></ul><ul><li>Bill Dwyer , LPL Financial </li></ul><ul><li>Paul Feeney , BoNY Mellon Asset Management </li></ul>
  2. 2. Mergers
  3. 3. Mergers = Global power houses
  4. 4. Global Institutional Sales Process <ul><li>How is the role of the Key Accounts team evolving? </li></ul>
  5. 5. Global Product Development Singapore
  6. 6. Global Key Accounts
  7. 7. Localized Distributor Need
  8. 8. US Implication
  9. 9. Today’s Discussion <ul><li>Impact of the Mergers </li></ul><ul><li>The Institutionalization of the Sales Process </li></ul><ul><li>Product Implications </li></ul>
  10. 10. The Panel <ul><li>Moderator: Steven Miyao , CEO, kasina </li></ul><ul><li>Joe D'Agostino ,  MD , Director, Investment Products, Citi Global Wealth Management Investments </li></ul><ul><li>Bill Dwyer ,  Pres, Independent Advisor Services, LPL Financial </li></ul><ul><li>Paul Feeney ,  ED, Head of International Distribution, Bank of New York Mellon Asset Management, The Bank of New York Mellon </li></ul>

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