Councils

The DE&I Roundtable May 24th at Natixis Investment Managers in Boston has been postponed. Please stay tuned for a new date, which will coincide with the Leadership Summit this fall.

The Product and Distribution Councils gathered at Invesco in New York for back-to-back Summits featuring presentations and discussions on key issues. Catch up with an attendee list, agendas, and presentation slides.

The IMEA is pleased to welcome Hey DAN as a Corporate Partner. Learn more about the leading voice-to-CRM solution here.

Presented with SS&C, the Data Council Summit explored how data comes together to deliver commercial value across multiple organizations. Catch up with presentation slides and an attendee list here.

The IMEA is excited to welcome Polen Capital. Learn more here.

IMEA Chair John McDonough and Boston Consulting Group’s Chris McIntyre discussed key issues facing the investment industry in 2023. Watch the replay here.

In an article for Financial Advisor Magazine, IMEA Chair John McDonough shared views and guidance on how Advisors should approach conversations on REIT investing with clients. Read the article here.

A survey of over 800 Financial Advisors by IMEA Sponsor ISS Market Intelligence revealed a variety of insights on alternatives. Learn more here.

Offering client education and practice management resources for Financial Advisors, the IMEA’s Advisor Education Center features views and insights to help Advisors prepare clients for success in 2023. See the latest.

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.