2022 Year in Review

The return of in-person events, new Members and Partners, and more exciting developments made 2022 a landmark year for the IMEA. See how Members engaged with industry colleagues and exchanged views on key issues with the IMEA Year In Review.

2022 marked the return of in-person events after more than two years, including two All-Council Summits, and more. View replays and highlights:

  • All-Council Roundtable | 2022 Outlook (virtual) – watchMembers of the IMEA Marketing Council engaging at the All-Council Summit.
  • All-Council Summit (Chicago) – view highlights
  • In Session | Data & Marketing Councils (virtual) – watch
  • ESG Roundtable (Philadelphia) – view highlights
  • Portfolio Construction Roundtable (New York) – view highlights
  • All-Council Fall Summit (New York) – view highlights
  • In Session | Cybersecurity Trends & Zero Trust (virtual) – watch



Honoring excellence in education, innovation, and community giving efforts, the STAR Awards were presented in-person for the first time in more than two years at the All-Council Fall Summit. With a greater focus on broad, integrated strategies, the 2022 program demanded a higher level of excellence than ever before – and all participating firms rose to the challenge. View recipients.



Recipient Highlights

  • Most-awarded firms: Columbia Threadneedle Investments, Hennessy Funds, Invesco, Matthews, Asia & Schwab Asset Management
  • Community Investment Award recipient: MissionSquare Retirement



The IMEA Podcast offered Members another on-demand option for gaining the latest views and insights on key industry issues. Listen:

  • Wirehouse Perspective: Engagement Moving Forward (Invesco, Morgan Stanley, & Wells Fargo) – listen
  • Partner Perspective: Next-Generation AI Advertising (TIFIN) – listen
  • Partner Perspective: Machine Learning & Personalized Marketing (ddm) – listen
  • Partner Perspective: Distribution 2.0 (TIFIN) – listen
  • ESG Regulation Perspectives (Principal & Perkins Coie) – listen
  • ESG Regulation Perspectives (Principal & Perkins Coie) – Part 2 – listen
  • Partner Perspective: Why Segmentation Fails (SalesPage) – listen



Elected annually by the Board of Governors, the IMEA announced its 2022-2023 Executive Committee with new appointments including John McDonough, Head of Wealth Management Intermediaries at Invesco as Chair and Jim Cove, Senior Vice President of U.S. Marketing at Natixis Investment Managers as Vice President. Executive Council Steering Committee additions included:

  • Marketing Council: Tara Giuliano, Chief Marketing Officer | Nuveen
  • Data Council: Matt Machut, Managing Director, Global Head of Sales Strategy | Goldman Sachs Asset Management



The IMEA added to its diverse roster of investment management firms by welcoming Calamos Investments as a new Member, while White Marble Consulting and 6sense joined as Partners. View Member benefits to take full advantage of IMEA Membership in 2023.