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

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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:

Jill Johnson Senior Manager in Financial Services Orgnaization Ernst & Young

Rajiv Ramanathan Partner, People Advisory Services Ernst & Young

Jane Steinmetz Partner, Boston Office Managing Partner Ernst & Young

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.