• Hear about how firms are making purchase decisions in light of the massive volume of data available
• Where are you storing your information?
• Now that you are responsible for data and the utilization of the investment, what are the most impactful actions driving sales force productivity

Moderator:
Ken Burd, Business Manager – Client Group — Macquarie Investment Management | MIM Americas
Ken facilitates distribution strategy, design, implementation and tracking, while also coordinating expense reporting, and headcount forecasting. Ken manages the Sales Strategy & Analytics team, which focuses on translating internal and external data into usable information with the intent of driving distribution alpha across both the retail and institutional distribution teams.

Jim Bytnar, Manager, Business Intelligence — Janus Henderson Investors
With 19 years of Investment Management experience, Jim is currently on the Business Intelligence team at Janus Henderson Investors where he manages the competitive intelligence efforts within intermediary distribution. His team identifies conditions that present the best competitive edge to drive sales, place products, and make territories most efficient.

Jamie Hedrick, Senior Business Intelligence Analyst — Legg Mason
Jamie manages the US Business Analytics and Client Data Management teams, which are responsible for maintaining the quality and completeness of Legg Mason’s data set and turning that data into insights for the organization. Jamie looks to leverage that data in three distinct areas: tactical segmentation and targeting for individual initiatives, foundational segmentation for a differentiated approach to clients, and the support of broad distribution strategy, such as resource allocation and territory modeling.