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Webinar Description


Competition is intense and focus is essential.

With that backdrop, asset managers are increasingly considering partnering with firms that specialize in distribution, technology and operations. Destra has taken this type of approach and been able to accelerate growth, expand product reach, create scale, and build a strong foundation for future success. 

Join us to hear the considerations they made along with insights that FLX and Vestmark glean from wide ranging conversations with managers of different sizes, backgrounds and experiences in the SMA space.  We will cover how managers have charted product management course and expanding their product line up.  Additionally, we will explore the distribution obstacles they were wrestling with, the operations hurdles they were facing, and learn how they were able to address these through partnerships.  Key takeaways from the session will include:

  • Best practices for scaling and optimizing your operations

Key decision criteria for evaluating distribution and technology/operations partners

  • Success factors for launching and promoting new and innovative products
  • Considerations and success criteria for expanding distribution
  • Best practices for scaling and optimizing your operations

Description

We will cover how managers have charted their product management course and expanded their product line up. Additionally, we will explore the distribution obstacles they were wrestling with, the operations hurdles they were facing, and learn how they were able to address these through partnerships. Key takeaways from the session will include:

          • Key decision criteria for evaluating distribution and technology/operations partners
          • Success factors for launching and promoting new and innovative products
          • Considerations and success criteria for expanding distribution
          • Best practices for scaling and optimizing your operations

Speakers

Rob Klapprodt

Corporate Strategy Officer
Vestmark

Rob Klapprodt joined Vestmark in 2001 as VP of Products and is now Corporate Strategy Officer of the company.

Prior to Vestmark, Rob was a Senior Product Manager at Vignette Corporation (NASDAQ: VIGN) for the company’s data analytics and content personalization solutions. In this pivotal, cross-functional position, he defined and shaped the market strategy for the product line. He joined Vignette through their acquisition of DataSage, a data mining and CRM software provider, in January of 2000. At DataSage, Rob held positions in sales, consulting, and product management. There, his experience and expertise were integrated into the design and development of DataSage's flagship solution.

Rob worked at Oracle Corporation before joining DataSage, where he focused on Oracle's data warehousing and business intelligence solutions for large enterprises.

Rob holds a BS from Pennsylvania State University, where he studied Economics and Mathematics.

Steven Camp

Managing Director, 
Vestmark Advisory Solutions

Mr. Camp joined Vestmark in 2013 and is responsible for directing the convergence of financial service providers to Vestmark Business Process Outsourcing (BPO), developing the staff and facilities for the BPO unit, and creating and implementing the strategic development of Vestmark‘s BPO division. Mr. Camp has over 25 years of industry experience.

Prior to joining Vestmark, Mr. Camp held Senior Product Manager positions at both UMB and JP Morgan, directing the outsourcing businesses.

Previously, Mr. Camp was Managing Director of the Managed Accounts division at Victory Capitol / Key Bank and founder of ASI consulting, a boutique technology firm providing business and technology service to asset managers.

Mr. Camp holds a BA from Rutgers University, where he studied Economics and Computer Science.

Mark Spina

COO & President, 
FLX Distribution

Mark Spina is President and COO of FLX Distribution.  We combine technology and proven professionals to deliver unmatched scale, flexibility, and access to multiple markets and stakeholders.  Our vision is to revolutionize the distribution experience between asset managers, financial advisors, and wealth management firms. Mark is responsible for delivering cost-effective distribution solutions and developing strategic relationships. 

Prior to FLX, Mark was Head of Americas, Advisor & Intermediary Solutions, at Russell Investments. Prior to Russell, he was Head of US Intermediary Distribution at what is now Amundi Pioneer. Earlier in his career, Mark spent 14 years with Voya Investment Management, the final seven years as Head of Intermediary Distribution. Mark has extensive experience managing sales, national accounts, product, data and marketing teams in the US and globally. Mark has been a Board member of FLX since March of this year. He is also a board member of the MMI’s Gateway to Leadership.

Mark received an MBA in Finance and International Business from The Gabelli School of Business at Fordham University and holds a Bachelor of Arts degree from Bucknell University.

Rob Watson, CFP® 

Partner & Head of Investments, 
Destra

Rob Watson is Head of Investment Products for Destra Capital. Rob also serves as President of Destra Capital Advisors, LLC, an SEC registered investment advisor, and President of Destra Investment Trust. Rob chairs the Firm's Investment Committee, with responsibility for manager research and selection, as well as portfolio oversight and monitoring. He also heads the Firm's investment product and marketing efforts.

Rob has held numerous roles across a more than 25-year career in the financial services industry. Rob has run product units at Morgan Stanley & Aviva Investors and been responsible for business development and account management teams at Janus & Van Kampen. He has extensive experience in product design and investment implementation, as well as institutional sales and manager due diligence. He holds key industry licenses, is a CFP® certificate holder, and has a Bachelor of Science degree in Economics from North Carolina State University.

Speakers

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position, company

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Jhon doe

position, company

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.

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