Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights

 

NQR is excited to share the detailed agenda and highlights of our first ever Intermediary INSIGHT Client Conference.  The one-day event, held on April 26, 2018 at the Seaport Hotel in Boston, provided attendees with an opportunity to gain valuable perspective from industry experts as well as to share their experiences with peers.

 

Conference Highlights

 

 

Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights     Keynote Speaker

    John Randall
    Director, Operations & Distribution
    Investment Company Institute

 


 


 

Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights

 

 

 

    Intermediary Speaker

    Michele A. Coletti, CEBS, QKA
    Executive Vice President
    Mid Atlantic Capital Group

 


 


 

 

 

Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights

 

 

 

    Panelists

 

    Lenore Downs
    Director, Regulatory Compliance
    Amundi Pioneer Asset Management

 

Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights

 

 

 

    William J. Jacobs
    Head of Strategic Relationships
    Putnam Investor Services

 

Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights

 

    Chris Kiatos
    Senior Director, Intermediary Oversight & Payments
    Columbia Threadneedle Investments

 

 

NQR launched the popular Intermediary INSIGHT client user group calls in 2016 as a channel for sharing oversight best practices and program improvement initiatives.  Stemming from enthusiastic participation, the April conference was the first face-to-face meeting of our industry sub-community.  To read more about Intermediary INSIGHT, click here.

 

 

Agenda-Announced-for-1st-NQR-Intermediary-INSIGHT-User-Conference NQR's 2018 Intermediary INSIGHT Client Conference- Agenda & Highlights

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