As INSITE™ 2015 Platinum Sponsor, NLD Enhances Client Experience

Executives from Four NLD Client Firms Obtain Prime Speaking Engagement at Industry Conference to Help Grow and Distribute Funds

May 29, 2015, 11:34 ET from Northern Lights Distributors, LLC

OMAHA, Neb., May 29, 2015 /PRNewswire/ -- Northern Lights Distributors, LLC ("NLD") is a Platinum Sponsor of Pershing, LLC's INSITE 2015 conference, which will take place June 3-5 at the Hyatt Regency Orlando (www.INSITE2015.com). Executives from four NLD client firms are speaking on a panel at the conference.

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The INSITE 2015 sponsorship is part of the NLD key accounts team's ongoing effort to deliver product and sales opportunities to the firm's clients. In addition to conference sponsorships, the key accounts team consults on all stages of the distribution process, from creation of share classes to sales planning. The team also advocates for product placement on behalf of clients by leveraging new and existing intermediary relationships.  

"Conference sponsorships are a valuable form of marketing for our clients, placing them center-stage to discuss their expertise and strategies before an audience of financial advisors who can connect them with investors," said Alma Piscitello, Senior Vice President of Strategic Relationships at NLD, who leads the key accounts team. "We will continue to elevate sponsorship levels at industry events to provide our clients with the networking opportunities and increased visibility they need to reach targeted investors for their funds. This is another way we enhance the overall experience for our clients so they can focus on growing and managing their investment strategies."

The representatives from NLD clients will participate in a one-hour panel discussion at INSITE 2015 entitled "Connecting the Dots in a World Full of New and Unconventional Strategies," which is scheduled for June 5 at 9:15 a.m. The managers will share insights into how financial advisors can effectively explain the potential benefits of unconstrained, alternative investment strategies to their clients. The speakers are:

  • Josh Bartholomew, Managing Director of RIA Sales at Horizon Investments. He has extensive experience leading product roll-outs, institutional support, territory development and sales training. Mr. Bartholomew is also responsible for developing Horizon's key RIA sales relationships.
  • Isaac Braley, President, Director and Investment Committee Member at BTS Asset Management. In addition to helping create the firm's Alpha Strategic Asset Allocation Portfolios and Multi-Strategy Portfolios, Mr. Braley heads BTS marketing and sales.
  • John Hintz, CFA®, Co-Chief Investment Officer of Winch Financial. He oversees the firm's fundamental research operations, and also plays an important role in designing and managing client investment portfolios across the risk/reward spectrum.
  • Mike Organ, Product Specialist and Senior Vice President of Sales at Compass EMP. He is involved in every aspect of the firm's sales and marketing operations, and leads Compass EMP's key accounts effort, working with broker-dealers and other strategic partners to promote the firm's mutual funds, exchange-traded funds and indexes.

About Pershing
Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers. A financial services firm located in 23 offices worldwide, Pershing provides business-to-business solutions to clients representing 5.8 million active investor accounts on the U.S. platform. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Borse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter @Pershing.

About Northern Lights Distributors, LLC Member FINRA/SIPC
Northern Lights Distributors, LLC ("NLD") is a broker-dealer specializing in providing comprehensive, advisor-driven fund distribution solutions. Driven by their mission to help advisors navigate the distribution universe, NLD serves as an engaged partner empowering over 100 investment advisors to focus their time on active fund distribution. NLD's primary distribution services include: providing access to hundreds of established selling agreements, processing 12b-1 payments, facilitating NSCC trading and administering advertising review and submission with the Financial Industry Regulatory Authority Inc. ("FINRA").

Treating each relationship uniquely, NLD works side by side with investment advisors to grow assets in their funds by offering sales and distribution support and assisting in defining and implementing marketing and distribution plans. Through sales and distribution managers, NLD connects funds with broker-dealers to help establish selling agreements and develop working relationships with their representatives. For more information, visit www.nldistributors.com.

CONTACT: 

Jami Schlicher


JCPR


(973) 850-7309


jschlicher@jcprinc.com

 

SOURCE Northern Lights Distributors, LLC



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