Webinar

Event speakers

Laurie Lupton

Karthik Vijayapalan

Event Date

05 Jun 2019

Event Time

10am EDT

3pm BST

Overview

Global asset managers are finding it increasingly challenging to stay ahead of their peers. This webinar focuses on how important it is for marketing and client-servicing teams to recognize the evolution of fund collateral dynamics in conjunction with digital transformation.

Laurie will provide insights into the changing marketing and client-servicing landscape and challenges in the asset management industry. She will also address how, with widespread use of technology, asset management firms are looking at merging man and machine without losing sight of ROI. The webinar will also cover the role of a knowledge services partner and how managed solutions can meet the challenge of blending technology with talent.

Key Takeaways
  • Marketing and asset management trends

  • Understanding marketing ROI

  • Digital transformation and its impact on asset management collateral

  • Think big; act small

  • Software vs. the solution


Speaker Profile
Laurie Lupton

Marketing & Communications Consultant

Laurie is an award-winning global marketing and communications leader with international experience across Canada, the US, Europe, and Asia. Most recently, she led Global Marketing for Manulife Asset Management. She is recognized for building, transforming, and promoting leading financial services brands, including Manulife, HSBC, and Merrill Lynch. Her deep financial, capital, and regulatory expertise creates informed strategy, strong execution, and measurable results. Laurie earned a Bachelor of Arts from the University of Toronto. Her volunteer work includes the Canadian Marketing Association and the United Way of Toronto; she is a member of the International Association of Business Communicators.


Karthik Vijayapalan

Associate Director, Business Development

Karthik directs strategic client partnerships for outsourced research, analytics, fund marketing, risk, compliance, technology and AI for banks, insurance providers, asset managers and multi-strategy hedge funds. In his previous role at Acuity Knowledge Partners, Karthik set up and managed operations of multiple offshore delivery teams across India, Sri Lanka, and Costa Rica. Prior to joining Acuity Knowledge Partners, Karthik has served in various consulting engagements in financial services and technology at Morgan Stanley, American Express, and Infosys Technologies. He has a PhD (ABD) in Finance from Michigan State University, an MBA from Indian School of Business, and a Bachelors in Technology from Indian Institute of Technology, Madras.


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