Register | Product Virtual Roundtable
So, you think you understand investor preferences? Register now to hear Warren Miller of Flowspring present evidence that asset managers are misinterpreting investor preferences.
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Will Your Firm Take Home a STAR?
Companies that will take home a 2019 STAR Awards have been announced. Make plans now to be on hand when the STARS are presented in Chicago on September 24.
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MARKETING SUMMIT | STORYTELLING TO BUILD RAPPORT
Bill Drew of Kipling Road will discuss the basics of storytelling and provide examples of how this strategy can be used by marketers to establish customer rapport leading to engagement. Join us at the Marketing Summit on September 24.
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Presentations Available | Portfolio Construction Roundtable
IMEA’s second annual Portfolio Construction Roundtable was held July 31 in New York. Conversation centered around the trends and challenges in this rapidly growing business area.
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Digital Council Virtual Roundtable 2019
Mike Cogburn of industry leading consultant SS&C Technologies shared his views on essential changes investment managers can take to help secure a future in this evolving marketplace.
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Distribution in a Model-Driven Age
New Broadridge survey reveals why financial advisors use model portfolios and the implications for asset managers.
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Product Summit Highlights
SI Research breaks down key takeaways from the IMEA Product Summit held on May 15, in Boston.
Warren Miller
Moderator:
