Why Join?

From the team at SGI that manages numerous executive groups in the asset management industry is DataInnovatorsSM, the new community that connects Business Intelligence, Data & Analytics, Product and Distribution professionals, helping them better drive their firms to success.

On a monthly basis, DI will engage with subscribed members, putting key issues and education materials in front of them.
• Access to a network of industry peers
• Best practice-focused webinars and events
• Contact hub for member, vendor and expert-authored content
• First-look access to new technologies and tools
• Ongoing continuing education
• Professional development and team strategy workshops

“My personal hope for this group is to garner enough members to where we are able to facilitate consistent educational opportunities through white papers, webinars and other forms of communication, helping our firms to continue to build resources and teams.”
– Ken Burd, Business Manager – Client Group | Macquarie Investment Management | MIM Americas

UPCOMING EVENTS

FEBRUARY

• Exclusive Insight: DST

MARCH

• Virtual Roundtable

Who We Are

To ensure the best community experience, the DI team blends SGI’s management expertise with the inside perspectives of three investment management professionals.

Libby Hastert, Program Manager
With experience in communications and marketing in the biotech, corporate communications and now financial services industry, Libby brought her expertise to a number of SGI clients. Among her many accomplishments is the development of a digital content system called ContentCompleteSM. As Program Manager for DI Connect, she works to connect Business Intelligence professionals in the investment management sector with peers and experts, helping firms to continue to build resources and teams.

Dan Faller, Experienced Asset Management Sales & Data Professional
After nearly two decades in the investment management industry, Dan brings innovative sales enablement expertise to the discussion. With a specialty in productivity and profitability enhancement, Dan has a track record of proven excellence in areas of financial analysis, strategy development and operational improvement skills.

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.

John Pumphrey, Vice President & Director of Distribution Analytics — Eaton Vance Distributors
John is responsible for data integrity and sales analytics within Eaton Vance Distributors. He acts as a liaison to IT, mutual fund operations and financial for all systems used, including customer relationship management, compensation and mobile devices.