Discovery Data Webinar Series

The Asset Management Distribution Roadmap for a Post-Pandemic World

Data-Driven Digital Advisor Engagement

Thursday, September 16th, 2021
1pm EST | 10am PST

Asset managers, and more specifically their marketing and wholesaling teams, have never needed data more than they do today to meet their distribution goals. Whether they are trying to diversify their investor-base, penetrate desirable new channels like RIAs or family offices, or simply keep pace in the distributed, digital-first marketplace, asset managers need actionable data now more than ever. Forward-looking asset managers have been on this path for the last 10 years, but the COVID-19 pandemic has made this imperative acute for everyone in the space.

Join us as we explore the pathways to success in this digital-first ecosystem through a three-stage maturity model for efficient data-driven asset management.

Stacy Havener

Founder and CEO of Havener Capital Partners

Stacy Havener

Founder and CEO

Havener Capital Partners

Stacy Havener has made a career raising $8B+ for new/undiscovered funds that led to $30B+ in follow-on AUM. Prior to finding her niche in raising capital, she was an award-winning writer who dreamed of becoming a literature professor. Ironically, her love of words is one of the secrets to her success in an industry dominated by numbers. Growing up the only girl on all-boy soccer teams, it’s no surprise she’s now a female entrepreneur in one of the toughest “boys clubs.”

At the heart of it all, there is one thing Stacy believes in – underdogs. Stacy is the Founder/CEO at Havener Capital Partners, a sales and marketing agency that helps boutique asset managers build, launch and grow funds. Havener Capital is on a mission to level the playing field in asset management by raising $100B for boutiques over the next decade.

Stacy holds her Series 6, 7, 24, 63, 66, and 79 licenses and is a registered representative of Compass Securities Corporation. She received her Bachelor of Arts in English Literature from Western Connecticut State University, graduating summa cum laude in 1998. That same year, Stacy was named to both the NCAA and the GTE/CoSida Academic All-American teams for Division III Women’s Soccer and subsequently nominated for NCAA Woman of the Year.

Based in Newport, RI, Stacy often spends her mornings walking the beach, sipping a Dunkin’ coffee, and listening to 90’s hip hop.

Duncan MacDonald-Korth

Founder and CEO of AdvisorTarget

Duncan MacDonald-Korth

Founder and CEO

AdvisorTarget

Duncan MacDonald-Korth is the founder and CEO of AdvisorTarget Data. Duncan is an end-to-end data expert, specializing in how to generate, organize, and create value out of data that can be monetized to the benefit of all parties involved. Duncan previously worked in equity research at Morgan Stanley and fixed income sales trading at Merrill Lynch. He did his undergraduate work at the University of Oregon and his postgraduate work at the University of Oxford. He brings his unusual fusion of financial services knowledge and doctoral training in anthropology to create innovative solutions for the industry.

Saleem Khan

Chief Data and Analytics Officer of Discovery Data

Saleem Khan

Chief Data and Analytics Officer

Discovery Data

Saleem leads the firm’s data and analytics strategy and is responsible for Discovery Data FRAME, the proprietary process behind Discovery Data’s ability to deliver the most accurate and impactful data for the financial services and insurance markets. Saleem and his team of data analysts drive actionable insights and analytics that help Discovery Data’s clients identify market opportunities and achieve business outcomes. Prior to joining Discovery Data, Saleem held senior positions at successful startups and multinational corporations such as IBM, S&P Global Ratings, and Dun & Bradstreet. He is an entrepreneur and patented inventor with over 15 years of experience in data, technology, and advanced analytics.