About

Your Focus, Your Forum

Data Innovators is a new community for data and business intelligence professionals in investment management.

Through 100 percent member-led initiatives, we’re bringing together professionals across Business, Distribution and Sales sectors for a look at the emerging and existing tools, resources and best practices directly affecting the business applications of data and business intelligence. With data accessibility and product offerings quickly changing, we’re taking a comprehensive look at both retail and institutional data.

Your Seat at the Table

Leveraging interactive webinars, industry surveys, and podcasts, we’ve addressed the areas of team structure, resources and markers for success. By way of our newly launched Vendor Warehouse and Recruiting Center, we’re streamlining peer information-sharing and providing more direct avenues to the resources members need for success in their respective areas.

Member Benefits

Data Innovators enables this community of professionals to benefit from exclusive services including:

• Access to a network of industry peers

• Best practice-focused webinars and events designed to provide guidance and thought leadership that helps members develop and execute on their firm’s strategy

• 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

Advisory Committee

John Pumphrey

Vice President and 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.

Michael Mendelowitz

Director, Client Strategies & Analytics — Franklin Templeton Investments
Michael leads multiple teams covering reporting and analytics for all U.S. products and lines of business: Retail, Institutional, ETF, RIA, Bank Trust, DCIO and VAIO. The teams of data experts oversee data quality/governance and reporting/analytics within the firms intelligence ecosystem.

Stephen Edwards

Director, Distribution Intelligence & Sales Operations — AMG Funds
Stephen leads the Distribution Intelligence efforts and Sales Operational aspects of US retail distribution at AMG Funds. Stephen is a partner with key Distribution, Technology, Marketing and Finance teams to develop critical Distribution Intelligence and Distribution enablement capabilities and tools aligned to deliver on AMG Funds’ strategic priorities and objectives.

Members

With 100+ industry professionals participating in community initiatives thus far, we’ve grown our membership to include representation from the below firms.

Your Focus, Your Forum

Data Innovators is a new community for data and business intelligence professionals in investment management.

Through 100 percent member-led initiatives, we’re bringing together professionals across Business, Distribution and Sales sectors for a look at the emerging and existing tools, resources and best practices directly affecting the business applications of data and business intelligence. With data accessibility and product offerings quickly changing, we’re taking a comprehensive look at both retail and institutional data.

Your Seat at the Table

Leveraging interactive webinars, industry surveys, and podcasts, we’ve addressed the areas of team structure, resources and markers for success. By way of our newly launched Vendor Warehouse and Recruiting Center, we’re streamlining peer information-sharing and providing more direct avenues to the resources members need for success in their respective areas.

Member Benefits

Data Innovators enables this community of professionals to benefit from exclusive services including:

• Access to a network of industry peers

• Best practice-focused webinars and events designed to provide guidance and thought leadership that helps members develop and execute on their firm’s strategy

• 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

Leadership

Ken Burd

Head of Distribution Intelligence and Sales Enablement — 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 and 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.

Michael Mendelowitz

Director, Client Strategies & Analytics — Franklin Templeton Investments
Michael leads multiple teams covering reporting and analytics for all U.S. products and lines of business: Retail, Institutional, ETF, RIA, Bank Trust, DCIO and VAIO. The teams of data experts oversee data quality/governance and reporting/analytics within the firms intelligence ecosystem.

Shonyel Lyons

Vice President — T. Rowe Price
Shonyel is responsible for the Distribution Intelligence organization which is a part of Business Management within the Global Investment Management Services U.S. Intermediaries Group. She has acquired over 15 years of data management experience.

Members

With 100+ industry professionals participating in community initiatives thus far, we’ve grown our membership to include representation from the below firms.