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Leadership Summit — LIVE to Virtual
In light of recent public health guidelines from the City of Chicago, and concern for our members, the IMEA is moving the Leadership Summit from LIVE to virtual. LEARN MORE.
Session 1 | September 29 | 1:00 – 2:00 pm ET — The Investment Management Industry Reimagined
Session 2 | October 6 | 1:00 – 2:00 pm ET — Opportunities in Customization, Client Preferences & Tax Efficiency

Distribution Council Roundtable – October 1st, 1 PM ET
The Distribution Council Steering Committee is set to discuss next generation distribution engagement. LEARN MORE

Product Council Roundtable – October 8th, 12:00 PM ET
The Product Council Steering Committee is set to discuss best practices on ESG issues. REGISTER NOW

ESG Roundtable | Integration vs. Product

ESG leaders gathered for a roundtable discussion on August 18th to discuss different ESG approaches. WATCH THE REPLAY

08/24/2021 | 0
STAR Awards | Judging is Underway

Thank you to all firms that submitted entries for the 2021 STAR Awards! Judging is underway and the recipients will be announced in October. LEARN MORE.

08/19/2021 | 0
In Session | Segmentation 2.0 Personas and Behaviors

More than 90 members registered for the July 21st In Session, which discussed the next level of segmentation and its impact on connections and messaging for sales teams.

08/18/2021 | 0
Investor Report – Transactions

IMEA Partner Corporate Insight shares findings from their latest report on the investor buying and selling experience.

08/16/2021 | 0
Celebrating 50 Years Influencing the Future of Investing

IMEA is celebrating its 50th year in support of the investment management industry. Since its founding in 1971, the Alliance has played a unique role in influencing the future of the investing. From its original goal of educating investors about the benefits of mutual funds, to strengthening the processes and practices that enable companies to serve advisors and investors today.

07/21/2021 | 0
LEVERAGING YOUR OWN DATA FIRST

IMEA corporate partner, Mars SalesFocus Solutions, discusses the importance of utilizing your internal data first. LEARN MORE.

07/20/2021 | 0

Upcoming

September

29SEP8:00 AM3:00 PMLeadership Summit Session 1 | The Investment Management Industry ReimaginedSeptember 29, 1:00 PM ET

October

01OCT1:00 PM4:00 PMDistribution Council RoundtableOctober 1, 1:00 PM ET

06OCT1:00 PM11:00 PMLeadership Summit Session 2 | Opportunities in Customization, Client Preferences & Tax EfficiencyOctober 6, 1:00 PM ET

08OCT12:00 PM11:00 PMProduct Council RoundtableOctober 8, 12:00pm ET

27OCT1:00 PM11:00 PMMarketing Council RoundtableOctober 27, 1:00pm ET

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