IMEA LEADERSHIP SUMMIT OCTOBER 30 • NUVEEN • NEW YORK

ACCELERATEDACCLIMATI N

OF THE INDUSTRY

ATTE

NDE

ES

Host

Aberdeen Standard Investments

Ann GillespieSenior Product Development Manager

American Century Investments

Glen CaseySenior Vice President,Global Head Products & Strategy

Bill RaderNational Sales Manager

AMG Funds

Joseph MacconeHead of Sales

Ariel Investments

Auyana OrrManager, Community Affairs& Ariel Education Initiative

Charles Schwab & Co.

Kristin GibsonManaging Director, Head of Intermediary Sales

Jeff NortonVice President

John SturialeSenior Vice President,CSIM Sales & Client Relations

Cohen & Steers

Amy DulingSenior Vice President,Head of Global Product Solutions

Columbia Threadneedle Investments

Scott BradyVice President,Head of U.S. Product Development & Strategy

Jim BumpusNational Sales Manager

Vicki LesterHead of Intermediary Marketing

Diamond Hill Capital Management

Alex GardnerManaging Director, Product

Federated Investors

Hans LangeSenior Vice President, Director of Product Management

Paul UhlmanPresident

IMEA LEADERSHIP SUMMIT OCTOBER 30 • NUVEEN • NEW YORK

ACCELERATEDACCLIMATI N

OF THE INDUSTRY

ATTE

NDE

ES

Host

Franklin Templeton Investments

Renee AndersonVice President, Director,Global Product Management

Jennifer BallSenior Vice President, Marketing

Bob GeppnerExecutive Vice President,Head of National Sales — U.S.

FS Investments

Michael ReeseDirector

Goldman Sachs Asset Management

Ryan O’ConnorVice President

Immanuel TanVice President

Troy ThorntonManaging Director

Michael TwohigVice President, Product Development

Invesco US

Rocco BenedettoSenior Vice President,Head of Broker Dealer Channel

Jessica FernandezHead of WMI Segment Marketing

Timothy HorsburghSenior Investment Strategist

John McDonoughHead of U.S. Wealth Management Intermediaries

Janus Henderson Investors

Anne KvanbeckSenior Vice President, Global Head of Product Management & Marketing

David MasterChief Marketing Officer

Legg Mason

Karen CorsoManaging Director

Stacy FontanaManaging Director, U.S. Marketing

IMEA LEADERSHIP SUMMIT OCTOBER 30 • NUVEEN • NEW YORK

ACCELERATEDACCLIMATI N

OF THE INDUSTRY

ATTE

NDE

ES

Host

Macquarie Investment Management

Jim HinkleyHead of Product Development

Neil SiegelGlobal Head of Marketing & Product

Matthews Asia

Frank WheelerGlobal Head of Distribution

MFS Investment Management

Jim AdamsManaging Director

Natixis Investment Managers

Jim CoveSenior Vice President, Investment Strategies & Product Management

Joseph KlimasSenior Vice President,Portfolio Research & Consulting

Brian KmetzVice President & Associate Portfolio Manager

Nuveen

Stephen BanSenior Managing Director,Head of Client Portfolio Management

Greg BottjerHead, Product Management & Development

Brad FinkleChief Operating Officer

PIMCO

Daniel NoonanExecutive Vice President,Head, U.S. GWM ETF Sales

Principal

Jill BrownPresident, Principal Funds Distributor

Ken BurdDirector, Distribution Business Intelligence

Jeff VorwerkDirector, Global Product Development

PwC

John SicilianoSenior Advisor

IMEA LEADERSHIP SUMMIT OCTOBER 30 • NUVEEN • NEW YORK

ACCELERATEDACCLIMATI N

OF THE INDUSTRY

ATTE

NDE

ES

Host

T. Rowe Price

Annie BrownHead of Broker/Dealer

Jim ErcegHead of Americas ChannelProduct Management

Lisa HanesHead of Non 40 Act Product Management

George RiedelHead of U.S. Intermediaries

Lauren SmithHead of Integrated Marketing

Jimesh ThakerSenior Manager, Business & Data Analysis,Global Distribution

Thornburg Investment Management

Josh YafaDirector of Client Portfolio Management

IMEA Team

Kimber Lintz

Laura Klover

Tim Sullivan

Chrystal Williams