Welcome back to our second Joot interview.  We’re excited to continue delivering helpful content and thought leadership to you. This week’s edition is Part 2 of 2 (about 15 minutes).  You can listen to Part 1 here.

In this episode, Bo Howell, CEO of Joot, speaks with Mark Baltimore , Co-CEO of Global Rhino.  They discuss trends in distribution and what asset managers should expect over the next five years. They also discuss how there are different themes and distribution models in the US versus Canada, Europe, and other markets. Topics include:

Welcome to our second Joot interview.  We’re excited to continue delivering helpful content and thought leadership to you. This week’s edition is Part 1 of 2 (about 15 minutes). In it Bo Howell, CEO of Joot, speaks with Mark Baltimore , Co-CEO of Global Rhino , about why distribution is so hard to get right, why distribution is not just sales, and the steps that asset managers should take when developing a distribution plan (hint, don’t lead with product development).  They also discuss:

The Growing Complexity of Distribution

 ON THE SURFACE, distributing mutual funds appears to be a tremendous opportunity that is ripe for success.  This used to be the case, but as geopolitical and global economic events have transpired over the last 30 years, the challenges of managing money and selling investment product have grown in complexity. 

CCO Technology is excited to announce the newest members of its executive team: Dina Tantra and Mark Baltimore, co-founders of Global Rhino, LLC. According to Bo Howell, CEO of CCO Tech, the firm has been focused on building the right team, including leaders in the financial services industry that could bring fresh and thoughtful insight to our mission of helping registered investment advisers automate their compliance needs. Bo highlighted Dina's and Mark's experience in the financial services industry and shared his enthusiasm for pairing the operational and distribution expertise of Global Rhino with the technology and compliance focus of CCO Tech.