September 27, 2023 | 1:00 pm ET

B2B Investment Management marketers struggle with relevant digital benchmarks. We see ourselves included with insurance giants and credit card monoliths. Is this good? Is this bad? What’s average? What’s optimal? What are best practices? These questions are increasingly difficult to answer especially in a saturated market with regulatory and privacy issues making it difficult to evaluate authentic engagement. Join the IMEA Data Council with special guest Naissance Partners who launched a data-driven benchmarking service to address the nuanced industry issues facing modern marketers. Naissance will share key insights on better marketing practices across web, email and social channels.

Presenters:

Jim Keenan | Chair, IMEA Data Council Director, Digital Marketing AMG

Anu Heda Partner Naissance

October 17-18, 2023

Location:

Calamos Investments, LLC
215 N Peoria St. 12th Floor
Chicago, IL 60607

In today’s environment, all roads go through marketing. Don’t miss this annual IMEA event to hear insights from industry consultants and marketing leaders on top-of-mind issues. Agenda topics include:

• AI’s Role in Investment Management Marketing – Cohen & Steers | TIAA
• Creating and Leveraging Your Brand – Calamos | Thornburg Investment Management | Carpenter Group
• Elevating Education – T. Rowe Price | ISS MI Market Intelligence
• Digital First Engagement…How’s it Going? – Columbia Threadneedle Investments | Nuveen
• STAR Awards Show & Tell
• Executive Roundtable

Take IMEA AI Survey to help develop AI session.

Host

Marketing Council Sponsor

Reception Sponsor

STAR Awards Sponsor

November 1, 2023 | 8:30am – 2:00pm | Boston

Host:

Location:

Natixis Global Asset Management
888 Boylston St
Boston, MA 02199

Click to Register
 
Agenda

Diversity, equity and inclusion remains an industry-wide focus. What considerations should firms make as they ramp up efforts and continue to evolve their strategies? Don’t miss this opportunity to participate in in-depth discussions with industry leaders and experts.

Ernst & Young, MFS, Goldman Sachs, White Marble, and SalesPage will share perspectives. Sessions include:

• Trends, Challenges & Priorities in DE&I
• Connecting with Culture
• Unlocking the Power of Culture:A Practical Guide to Measuring & Articulating Culture for Impractical Change
• Building & Leading Diverse Teams
• Executive Roundtable

Presenters:

Michelle Thompson-Dolberry Executive Vice President | Chief Diversity, Equity and Inclusion Officer MFS Investment Management

Shonda Jacquez Director of Belonging SalesPage

Benjie Elston President – North America, Head of Sustainability White Marble Consulting

Vince Tiseo Managing Director, Global Head of Business Strategy Goldman Sachs

November 1, 2023 | 2:30 – 6:30pm | Boston
November 2, 2023 | 8:00am – 2:00pm | Boston

Location:

MFS Investment Management
111 Huntington Ave
Boston, MA 02199
 
Click to Register
 
Agenda
 
Host:

The Member-only* IMEA Leadership Summit brings together members of all the IMEA Executive Councils to candidly discuss issues impacting key business areas of the investment management industry. Agenda items were identified by leaders of the Data, Distribution, Marketing and Product Councils. Highlights include:

• Functional Trends & Strategic Priorities in Advisor-Sold Asset Management | Broadridge
• GenAI Transformative Impact on Asset Management | BCG
• Talent Acquisition & Retention
• Interactive Brainstorming Sessions
• Executive Roundtable
• Networking Opportunities

*The Leadership Summit is limited to IMEA Investment Management firms only.