IMEA In Session

Candid, Timely and OnDemand These popular In Session events will continue through 2021. Designed for maximum interaction in smaller group discussions, these moderated events won’t involve formal presentations, but rather open-forum discussion of topics of greatest concern or interest. Final dates to be announced. Listen to previous In Sessions Below. Do you have issues you’d like to discuss InSession? Let us know.   In Session | Portfolio Construction Roundtable
The silver lining of a crisis

The silver lining of a crisis

Amidst the COVID-19 pandemic, asset managers have done an excellent job of adjusting their service and communication response—in both strategy and execution—even if some scrambling has been involved.

A Message from the Director

March 20, 2020 Our Mission Has Never Been More Important Connecting with Advisors, Investors. . . And Each Other In this unprecedented time, the IMEA’s mission has never been more critical – to help inform and educate investors and advisors. That mission also extends to connecting you, our members, with each other to discuss the strategies and best practices in our industry. We continue to gather and post content on IMEA’s Investor and Advisor Education Centers addressing not only the impact of Coronavirus on market volatility, but other important investment topics. We’ve seen traffic nearly double at both sites over

MFEA Announces Leadership Appointments

FOR IMMEDIATE RELEASE FOR MORE INFORMATION CONTACT:Gina Meagher816-454-9422, Ext. MFEA Announces Leadership Appointments Kansas City, Mo. (July 20, 2017) — The MFEA (Mutual Fund Education Alliance) today announced leadership changes to its Executive Committee and its prestigious Executive Councils for Distribution, Marketing and Product. Appointments to leadership include: • Executive Committee, Vice President: John Sturiale, Head of Sales and Client Relations — Charles Schwab • Distribution Council, Chair: Jill Brown, President — Principal Funds Distributor • Marketing Council, Chair: David Master, Chief Marketing Officer — Janus Henderson Investors • Product Council, Chair: Jim Cove, Senior Vice President, Investment Strategies