ATTENDEES

DISTRIBUTION COUNCIL SPONSOR HOST

DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS

PRODUCT COUNCIL SPONSOR HOST

Aberdeen Standard Investments

Alan GoodsonHead of Product

Ann GillespieSenior Product Development Manager

American Century Investments

Glen CaseySenior Vice President,Global Head Products & Marketing

Bill RaderNational Sales Manager, External Sales

AMG Funds

Joe MacconeHead of Sales

Ken StengerDirector, Product Finance

Artisan Partners

Scott DormanDistribution Analyst

Nachel FelskeIntermediary Business Development & Analytics

John PahmeierManaging Director, Intermediary Client Services

Bank of America/Merrill Lynch

Dominick CarlinoManaging Director

Ninon MarapachiManaging Director, Head of Hedge Fund Origination & Product Management

BlackRock

Brett MossmanManaging Director, Head of Portfolio Solutions Group

Carillon Tower Advisers

Aaron OchsteinSenior Vice President, Global Head of Sales

Cerulli Associates

Brendan PowersAssociate Director, Product Development

Charles Schwab & Co.

Jeff NortonVice President, Channel Management

John SturialeSenior Vice President, Head of Sales & Client Relations

Michael WinnickHead of Institutional Sales

ATTENDEES

DISTRIBUTION COUNCIL SPONSOR HOST

DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS

PRODUCT COUNCIL SPONSOR HOST

Cohen & Steers

Amy DulingSenior Vice President,Head of Product Solutions

Columbia Threadneedle Investments

Dan BeckmanHead of North America Product

Diamond Hill Capital Management

Alex GardnerManaging Director, Product

Jo Ann QuinifManaging DirectorBusiness Development & Marketing

Dodge & Cox

Steve Gorski Director of Client Service

Eaton Vance

John PumphreyVice President, Director, Distribution Analytics

Colleen RooneyVice President, Director of Product Marketing

Envestnet

Sharon Wong HughesSenior Vice President,Asset Manager Relationship Management

Federated Investors

Bryan BurkeSenior Vice President,Manager of National Accounts

Hans LangeSenior Vice President,Director of Product Management

Fidelity Investments

Colby PenzoneHead of Investment Product

Foresters Investment Management

Robert LeonardiDirector, Intermediary Distribution

Brian ReDirector, Intermediary Sales

Franklin Templeton Investments

Bob GeppnerHead of National Sales - U.S.

Rajanpreet WadhwaDirector, Client Data & Analytics

Judy HuangSenior Vice President, Product Strategy

ATTENDEES

DISTRIBUTION COUNCIL SPONSOR HOST

DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS

PRODUCT COUNCIL SPONSOR HOST

FS Investments

Brody BroweHead of Institutional Business Development

Shauna MaceExecutive Director, Sales Strategy & Analytics

Daniel PicardHead of Product Development & Due Diligence

FUSE Research Network

Neil BathonManaging Partner

Harbor Capital Advisors

John YannoneExecutive Vice President, Director of Sales

Harris Associates

Kathleen GerdesManaging Director

Christopher KellerPartner, Chief Operating Officer

Harvest Exchange

Robert CaputoVice President, Account Executive

Hennessy Funds

Brian CarlsonHead of Distribution

Darcy LimanniVice President, National Accounts

Janus Henderson Investors

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

Jessica LeonciniVice President,Fixed Income Product Management

John Hancock Investments

Matthew HammerDirector, Product Management

York LoHead of Institutional and RetirementProduct Development

Katie McKayHead of Sales Enablement& Distribution Strategy

K&L Gates

Clair PagnanoPartner

ATTENDEES

DISTRIBUTION COUNCIL SPONSOR HOST

DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS

PRODUCT COUNCIL SPONSOR HOST

Legg Mason

Karen CorsoDirector, U.S. Product Management

Teron HaughtonChannel Marketing

Sam MarcianoDirector, Head of SMA Product Management

Macquarie Investment Management

Ken BurdGlobal Head of Distribution Intelligence& Sales Enablement

David ChorbaNational Sales Manager

Jim HinkleySenior Vice President,Head of Product Management

Matthews Asia Funds

Jeremy LehrerCo-Lead, US Intermediary Distribution

McKinsey & Company

Kevin ChoSenior Solution Leader & Associate Partner

Patrick KennedySenior Solution Leader & Associate Partner

MFS Investment Management

Doug BaileySenior Managing Director

David ConnellySenior Vice President, Global Product

Jenine GarrelickSenior Managing Director, Internal Sales Retail

Jim AdamsManaging Director

Michael KeenanPresident

Morgan Stanley

Ron MillerExecutive Director

Natixis Investment Managers

Graham BrewsterHead of Data Intelligence & Strategy

James CoveSenior Vice President, Product Operations & Management

Joe LabreshSenior Vice President, Sales Desk

ATTENDEES

DISTRIBUTION COUNCIL SPONSOR HOST

DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS

PRODUCT COUNCIL SPONSOR HOST

Natixis Global Asset Management (cont’d)

Brian O’MaraVice President, Distribution Consulting

Gregory FecteauVice President, Product Development & Management

Nuveen Investments

Stephen BanSenior Managing DirectorHead of Client Portfolio Management

Matt NealonActing Vice President, Global Product

PIMCO

Barbara ClancyExecutive Vice President, Co-Head US GWM PCG & Head of Business Strategy

Jason MandinachExecutive Vice President & Alternative Credit Strategist

Principal

Jill BrownPresident, Principal Funds Distributor

Jeff VorwerkDirector, Global Product Development

Chris WilsonManaging Director

Putnam Investments

Mark McKennaHead of Global Marketing

Seismic

Bill FinneganManaging DirectorFinancial Services Marketing

State Street Global Advisors

Jonathan LinstraManaging DirectorHead of ETF Model Portfolios & Distribution

Strategic Insight

Goshka FoldaPresident and CEO, Investor Economics, and Global Head of Research

Ashley WoodPrincipal

T. Rowe Price

Annie BrownHead of Broker/Dealer National Accounts

James ErcegVice President,Head of Product Strategy, North America

Jason HorenciVice President, Portfolio Construction Solutions

ATTENDEES

DISTRIBUTION COUNCIL SPONSOR HOST

DISTRIBUTION & PRODUCT SUMMITSMAY 14-15 | BOSTON | HOSTS MFS INVESTMENT MANAGEMENT & NATIXIS INVESTMENT MANAGERS

PRODUCT COUNCIL SPONSOR HOST

T. Rowe Price (cont’d)

Tom MorelliHead of GIMS USI Broker Dealer

Thrivent Mutual Funds

Dan ChouanardVice President, Head of Sales & Distribution

Kristine MogollonDirector, Investment Product Management

William Blair Funds

Michael JancosekPartner, Head of Advisor Solutions

Cori MartindaleHead of Product Management

Attending SponsorsImprint

Meg StaknisManaging Director

Morningstar

Bryan Yelvington Vice President, Global Business Development

Seismic

Bill FinneganManaging DirectorFinancial Services Marketing

SS&C Technologies Inc.

Matthew CressyResearch, Analytics, and Consulting,Senior Sales Executive

Strategic Insight

Jeff McGuireDirector, Key Accounts

Attending PartnersBroadridgeFlowspringFugentHey DANSalesFocus Solutions SalesPage Technologies

IMEA

Kimber LintzDirector

Laura KloverEvent Manager

Tim SullivanCouncil Director