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A Day in the Life: Product Management July 18, 2018

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A Day in the Life: Product Management July 18, 2018 A G E N D A A Day in the Life: Product Management July 18, 2018 Marc Baumel, CFA Kristine Mogollon, CFA 1 B A C K G R O U N D & C A R E E R PAT H Marc Baumel, CFA Kristine Mogollon, CFA, MBA Education and Licenses Education and Licenses • BS, University of Wisconsin – Madison • MBA, Carlson School, University of Minnesota • CFA Charterholder • BSB, Carlson School, University of Minnesota • FINRA Series 7, 63 • CFA Charterholder • FINRA Series 7, 63, and 66 licenses Work History Work History • Thrivent Financial • Ameriprise Financial • US Bancorp Asset Management/First American Funds • Columbia Threadneedle • General Mills • RBC Global Asset Management • Minnesota State Board of Investment • Parametric • American Express Financial Advisors • Cronin & Company • Sit Investment Associates Volunteer Experience Volunteer Experience • Best Prep • CFA Society of Minnesota • Habitat for Humanity • Church Treasurer • Columbia Threadneedle Mentor Program • Best Prep • Junior Achievement • House of Charity, Feed My Starving Children, Operation Christmas Child • Former Volunteer Tax Preparer and Reviewer for AccountAbility MN 2 A Day in the Life: Product Management Primary Responsibilities Product Product Management Development • Product subject matter • Product business plan expert • Product and vehicles • Product positioning launches • Product training • Change management • Sales support • Projects for assigned • RFPs products • Marketing content • Market competitiveness management • Fund board representation • Investment team/committee meetings • Revenue/budget planning A Day in the Life: Product Management Product Lifecycle Inception Season Close • Investment • Go-to-market • Capacity strategy strategy • Merge • Vehicle(s) • Marketing • Liquidate • Pricing • Thought • Initial marketing leadership plan • Sales plan • Evolution Thrivent Financial Organizational Info • Fortune 500 not-for-profit financial services organization › Corporate Headquarters in Minneapolis, MN › Operations Center in Appleton, WI • Faith-based membership organization › Mission is to strengthen Christian communities by helping members be wise with money and inspiring them to live generously. • Nation’s largest fraternal benefit society1 › 2 million members › $208 billion of individual life insurance inforce › $42 million in Thrivent Choice grant funds distributed to non-profits › $280 million in total outreach by Thrivent and members › Products and services distributed through a captive sales force of nearly 2,400 financial representatives located nationwide. 1As of December 31, 2017 5 Thrivent Financial Assets $126 Billion Assets Under Management/Advisement as of 6/30/2018* Other Managed Account & Insurance Company & Brokerage Assets Other Assets $11.5B $61.6B (9%) (49%) Discretionary Managed Account Program Assets $2.9B Variable Portfolios (2%) (VA, VUL) Mutual Funds $31.8B $18.3B (25%) (15%) *Asset totals adjusted to eliminate double-counting of fund-of-fund assets. 6 Team Structure CEO, Thrivent Financial Chief Investment Officer Generalists; all team members Vice President, support all asset Marketing, Distribution & Sales classes and products BROKER DEALER & Kristine Mogollon, CFA INVESTMENT ADVISORY Director, SERVICES Investment Product Management Jeff Branstad, CFA Emir Beganovic, CFA BDIA Sr. Investment Sr. Investment Product Management Product Strategist Product Specialist 7 Investment Product Management Responsibilities Product set includes mutual funds, VA/VUL sub-accounts and fee-based (IA) discretionary managed account programs Product Management and Manager Research and Sales and Marketing Support Product Development Due Diligence • Support wholesalers, financial • Develop and implement • Team responsible for representatives and internal product management selecting and monitoring audiences by providing strategies external investment subject-matter expertise on investment products. › New Product Launches managers, covering $5.4 billion in more than 50 active › Develop pitch books and › Fund Mergers strategies. sales profiles › Complete RFP responses › Name Changes • $3.5 billion in sub-advised › Review and approve › Investment Strategy assets as of 6/30/18 marketing collateral Changes › 6 sub-advisor firms covering 7 strategies › Develop performance • Competitive monitoring talking points • $2.9 billion in Thrivent- • Board updates and › Respond to wholesaler managed Discretionary recommendations and FR questions Managed Account program › Communicate product- • Collaborate cross-functionally assets related changes and serve as business owner › 15 non-prop open-end for all product-related › Share Thrivent Asset funds and 11 ETFs initiatives Management viewpoints • 35 Variable Insurance Trust (VIT) strategies 8 Product Development Pipeline Gate 1 Gate 2 Gate 3 Gate 4 Gate 5 BOARD PRELIMINARY FULL APPROVAL IMPLEMENTATION IDEATION MANAGEMENT BOARD ASSESSMENT ASSESSMENT APPROVAL PREVIEW Decision Points: 9.
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