Matt is a Founding Partner and Principal of Atom Analytics, now part of the Broadridge Data & Analytics group. He has more than three decades of financial services industry experience in sales, marketing and financial product development.

Matt cofounded Atom Analytics in January 2018 to help financial services providers use their existing data more effectively and systematically to drive distribution effectiveness. At Atom Analytics, he leverages his distribution experience to partner with clients on connecting strategy to execution. This is accomplished through the integration of a client’s strategic goals with advanced analytics that inform the customer journey. Matt’s specializes in helping clients visualize how best to deploy their resources in an integrated manner that deepens existing and future relationships while improving performance.

Prior to starting Atom Analytics, Matt served as Legg Mason’s first Global Head of Marketing where he was responsible for the global distribution group’s marketing strategy and execution, global brand development, thought leadership, practice management and e-business. He also oversaw the firm’s marketing to defined contribution, insurance and other platform and product manufacturers, led the learning and development team, was a member of the firm’s Operating Committee and served as a company spokesperson appearing on CNBC and in industry trade media. Previously Matt was head of retail distribution for the Americas at Legg Mason. Prior to that position, Matt was the national sales manager at Lincoln Financial Group and director of sales and marketing for Prudential Annuities.

He has a bachelor’s degree in economics from Franklin and Marshall College. California.

Matthew Fronczke is the Sr. Director, Strategic Business Consulting and Head of the Research and Consulting team for SS&C Research, Analytics and Consulting. As a subject matter expert in distribution strategy, product strategy and business analytics Matt is top contributor to the organization’s thought-leadership and a leading resource on distribution related consulting engagements.

As the Head of Research and Consulting, Matt is responsible for managing key relationships, the development of research/though leadership and the execution of consulting engagements. Matt also has primary coverage of top asset manager relationships as the Principle Consultant on the SS&C WalletShare the Distribution Intelligence Platform.

Matt graduated from Georgetown University, with a degree in Economics and holds an MBA from Webster Graduate School, Regents College (London, UK) concentrating in finance. Prior to his work at SS&C, Matt spent almost 8 years with Franklin Templeton in both distribution and product strategy related role

Jeff joined Franklin Templeton in February of 2022 as Director of Distribution Intelligence focusing on strategy and business analytics across the global distribution team. 

Previously, he spent 13.5 years at PIMCO Investments working in various operating and strategy roles.  Jeff specializes in industry and third-party data packs alongside data, sales coverage, and segmentation models.  Overall, he has 17 years of experience in the asset management space, lives in Austin, TX with his wife and baby daughter. 

Jeff has his undergraduate degree in Finance from the Haworth College of Business at Western Michigan University. 

Ms. Mullen is Director of Retail Strategy and Analytics for Putnam Retail Management (PRM). She works in partnership with Digital Technology, Global Business Intelligence, Global Investment Strategies, Marketing, Sales Enablement, and the PRM Leadership team to drive strategic planning of data and technology initiatives within Distribution. These initiatives include client segmentation, lead generation, sales and marketing automation, and customer relationship management strategy. Previously at Putnam, Ms. Mullen served as a Relationship Manager and a Regional Marketing Associate and in Dealer Marketing. She has been in the investment industry since she joined Putnam in 2007. Ms. Mullen holds her Series 6, 7, 24, and 63 licenses with FINRA.

Education Northeastern University, B.S., Business Administration, Marketing

Gabriel currently manages the Distribution and Marketing Data Intelligence Team at Thornburg Investment Management in Santa Fe, New Mexico.

Gabriel graduated with a BS in Biology from the United States Military Academy, and then went on to obtain both an MS in Electrical Engineering and an MBA at the University of New Mexico. He started his career at Thornburg five years ago as a BI Developer and Data Analyst and began managing the Data Intelligence Team three years ago. Gabriel and his team work closely with Thornburg’s Distribution and Marketing teams, providing data and insights to efficiently drive brand awareness, product interest, flows, and ultimately AUM to the firm.

Hailing is responsible for researching, developing, acquiring, and applying 3PD, firm data packs, and other industry data/research/services to enable and accelerate the distribution of all Capital Group’s financial products and services across channels and business lines.

As a seasoned data analytics leader with 20 years of experiences across technology and financial services, Hailing is known for being a problem solver, a SME in business critical data/system/process, and a practical leader to establish and operate data driven solution and processes for distribution enablement with a cross functional team including vendor partners.  Most recently, Hailing has served as the data analytics lead for the Go-to-Market of Capital’s first set of ETFs in history while he continues to lead data analytics efforts in other growth markets for Capital such as Canada and Private Client Services. Before that, Hailing has led BI reporting, Data and Digital projects/programs, and BI technologies at Capital group.

Hailing holds an MBA from the University of Illinois Urbana Champaign, specializing in Business Analytics, Strategy, and Digital Marketing, and a Bachelor of Science degree in Electrical Engineering and Computer Science from the University of California at Berkeley.  He is based at Capital Group’s regional office in Irvine, California.

Jonathan Wang is the Chief Technology Officer at VanEck Associates, a global asset manager with offices in US, Europe, Australia and China. Before joining VanEck, Mr. Wang was a partner and Chief Technology Officer at Antecapio LLC, a multi-strategy hedge fund in New York.

Mr. Wang holds a MS in Computer Science from Yale University, and MBA in Finance from New York University.

Marianne is a recognized thought leader in digital marketing trends and an implementer of marketing programs, practices and organizations. Her career includes Fortune 100 manufacturing, insurance and high tech positions in marketing, sales and IT. Ms. Hewitt is a member of and blogs for the CDP Institute.

David M. Raab is founder and CEO of the Customer Data Platform Institute www.cdpinstitute.org, a vendor-neutral organization with over 10,000 members, which educates marketers and technologists about customer data management. Mr. Raab named the Customer Data Platform category in 2013.

Mr. Raab has a long history as an independent consultant helping marketers to understand, find and deploy marketing technologies and vendors. His clients include Global 2000 firms in retail, financial services, telecommunications, publishing, technology, and other industries. He began his career as a marketer in publishing and continuities.

Mr. Raab holds a bachelor’s degree from Columbia University and MBA from the Harvard Business School. He has written hundreds of articles and blog posts on marketing technology and regularly speaks and teaches at events around the world.

Hari serves as Managing Director in our New York office as part of our Asset and Wealth Management, Financial Services and Fintech practices. He brings over 15 years of experience with prestigious financial institutions and top management consulting firms and startups to place senior executives in distribution, marketing, product, and investment roles.

In his most recent role as Principal for ISS Market Intelligence, Hari built trusting relationships, delivered actionable market insights and provided astute guidance to senior leaders. Prior to that, Hari served clients in an advisory capacity in roles with Deloitte Consulting and SS&C.

He brings a wealth of experience and knowledge on competitive positioning, product strategy, digital strategy, compensation, staffing and advisor satisfaction. Through Hari’s breadth of personal and professional experience, he has cultivated strong market knowledge, environmental adaptability, intellectual flexibility, and a keen eye for identifying and placing talent.

Hari earned a BS from Binghamton University, as well as a diploma in theater from Drama Studio London.

Kevin leads Ridgeway’s Asset and Wealth Management Practice and has over 20 years of professional search experience dedicated to the asset management industry.

Previously, Kevin was a Consultant for the asset management practices of Heidrick & Struggles and Sheffield Haworth and was Chief of Staff for Fidelity Institutional Asset Management from 2005 to 2011. In this role, he was responsible for strategic planning, talent and compensation strategy for the institutional asset management business of Fidelity.

Kevin has successfully worked with clients to recruit senior leadership professionals including chief executive officers, chief investment officers, and heads of global distribution. Additionally, he has helped clients hire for portfolio managers, research analysts, sales, consultant relations, marketing, and product development professionals across retail, intermediary and institutional distribution channels. His clients include traditional asset managers, wealth management firms, hedge funds, and private equity firms.

Kevin received his Bachelor of Arts from Boston College.

Mario is the founder of a boutique consulting firm MGallotto Consulting LLC. Mario is guiding Asset Managers to leverage their existing data and maximizing sales and marketing distribution and analytics processes. He has over thirty years of experience in Financial Services having held Head of Business Intelligence positions at both State Street Global Advisors and John Hancock. In these roles he has overseen reporting, analytics, and CRM data teams. Mario is always striving to use data and technology that will give clients a competitive advantage.

Mario received a Bachelor’s degree in Finance from Suffolk University in Boston, Massachusetts in 1985 and his Executive Masters in Business Administration (EMBA) in 1996.

Mario enjoys spending time with his family and friends, playing basketball, golf, and traveling.   He has  been married to his wife Mary for over 20 years and they have three children: Michael, Ana, and Marissa

Inderjit S Chhatwal is a veteran of the Asset Management and Technology domains, with over 30 years of experience in IT, of which about two-third has been in managing IT efforts for Asset/Wealth Management. Inderjit’s broad and deep understanding of mutual funds distribution business, related technologies and data affords him to lend a unique blend of both business and technology perspectives.

Inderjit managed multiple technology teams working on various CRM and data efforts for the Sales and Distribution business line for Oppenheimer Funds, with overall responsibility from inception to adoption. His keen interest in latest technology trends brought Design Thinking approach to Oppenheimer as well as utilization of data science for predictive modeling. Prior to Oppenheimer, Inderjit was leading the Distribution Technology team supporting sales and marketing efforts at Allianz Global Investors.  

Heiko Mildner is a Product & Strategy Executive and CFA charterholder with more than 17 years experience in the Asset Management industry, and previously attended the SME forum while heading the Business Management & Strategy function for AllianzGI in the US. He ran numerous functions within the Asset Management industry, including Product, Business Management, Strategy, Corporate Development, Executive Office. Some of his greatest achievements are the launch of over 50 innovative products, the integration of multiple legacy investment boutiques into one firm, and the leadership of the organizational redesign project creating two broker/dealers out of one when splitting PIMCO from AllianzGI US retail distribution.

Heiko is currently in career transition and aspires to become CFO or COO for a small or medium sized asset management, fintech, or technology company. He is known for hiring great people, learning quickly, and for solving hard problems. Heiko is great at working across cultures, personalities, and seniority levels, Outside of work, Heiko is interested in skiing, backpacking, cosmology and digital assets.

In 2018 Hazem took over the SME Forum and focuses most of his efforts there. Since its founding more than 15 years ago, The Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations.  The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.

As one of the original members, he has been a continual driver of the Forum’s growth and maturity since its inception in 2003.  Initially the senior representative for OppenheimerFunds, he grew to be a leader in the development of the CRM Forum,  providing  guidance,  mentorship,  facilitation  and participation in various aspect of the organization’s events over the years.  Hazem took over ownership and primary responsibilities for running the organization in 2018.  He also continues to provide consulting services to the industry under his Thoth Advisory Services organization.

Prior to the Forum, Hazem spent more than fifteen years at OppenheimerFunds in several different roles, always as a proven change agent to help define and implement appropriate and necessary improvements to propel the business.  He worked  most closely with the sales and marketing divisions directing their technology needs and adoption, onboarding third-party services, in addition to portfolios such as data management, reporting and analytics, business continuity and disaster recovery, among other responsibilities.