EVENTS
UPCOMING 2026 EVENTS
The Investment Management Education Alliance (IMEA) is excited to announce a dynamic lineup of events for 2026, designed to foster professional development, networking, and knowledge-sharing within the investment management industry. From annual summits to member-only webinars and interactive roundtables, IMEA events aim to provide members with valuable insights and strategies to navigate an evolving market landscape.
2026
March
MAR 4TH - MAR 5TH | BOCA RATON
Distribution Intelligence Summit | SAVE THE DATE
April
APR 22ND | BALTIMORE
Distribution Summit | SAVE THE DATE
May
MAY 6TH - MAY 7TH | BOSTON
Product Summit | SAVE THE DATE
June
JUN 4TH | ATLANTA
Internal Sales Desk Summit | SAVE THE DATE
JUN 10TH | CHICAGO
CMO Roundtable | SAVE THE DATE
2025 Past Events
2025 Past Events
December
DEC 18TH | 10:00 AM - 11:00 AM
The 2026 Playbook: Products, Personalization & Partnership Strategies
DEC 2ND | 2:00 PM - 3:00 PM
Does Video Work? Building a Smarter Video Strategy in Asset Management
DEC 1ST | 1:00 PM - 2:00 PM
The Rule of Three: Insight Creation, Delivery & Adoption
November
NOV 18TH | 8:30 AM - 3:00 PM
Institutional Roundtable
NOV 13TH | 8:00 AM - 2:00 PM | PHILADELPHIA
Alternatives Roundtable – POSTPONED
NOV 12TH | 2:00 PM - 3:00 PM
The Evolving RIA Marketplace & Increasing Use of Active ETFs
NOV 5TH | 8:00 AM - 2:00 PM
Digital Marketing Roundtable
October
OCT 28TH | 4:30 PM - 5:30 PM
IMEA Philanthropic Day
OCT 28TH | 11:30 AM - 1:00 PM
Boutique Managers Luncheon
OCT 28TH | 11:00 AM - 1:00 PM
Rising Star Luncheon
OCT 28TH - OCT 29TH | 8:30 AM - 2:00 PM
Leadership Summit
OCT 28TH | 8:00 AM - 1:00 PM
Leadership Planning Meeting
OCT 16TH | 1:00 PM - 2:00 PM
Webinar | Rethinking Audience, Access, and Impact in Advisor-Facing Content
OCT 2ND | 1:00 PM - 2:00 PM
Utilizing AI to Enhance Distribution & Advisor Engagement
September
SEP 30TH | 2:30 PM - 3:30 PM
Voices of Experience: A Roadmap for Rising Stars
SEP 25TH | 8:30 AM - 1:00 PM
Models Roundtable
SEP 24TH | 8:30 AM - 3:00 PM
Portfolio Construction Roundtable
SEP 16TH | 5:00 PM - 8:00 PM
2025 STAR Awards Celebration
SEP 16TH - SEP 17TH | 8:30 AM - 3:00 PM
Marketing Summit
SEP 16TH | 8:00 AM - 1:00 PM
Content Management Roundtable
August
AUG 4TH | 2:00 PM - 3:00 PM
Webinar | Catch the AI Wave: A Practical Guide to Moving from Experimentation to Impact
July
JUL 22ND | 1:00 PM - 2:00 PM
Webinar Replay | Strategic Enablement Foundations – The Journey to Transformation
June
JUN 26TH | 1:00 PM - 2:00 PM
Webinar Replay | Global Branding: The Appeal and the Challenges
JUN 5TH | 8:30 AM - 2:00 PM
Internal Sales Desk Summit
May
MAY 29TH | 1:00 PM - 2:00 PM
Webinar Replay | STAR Awards Webinar: Mastering the How To’s & FAQ’s
MAY 20TH | 8:00 AM - 2:00 PM
National Accounts Summit
MAY 14TH | 8:00 AM - 3:00 PM | BOSTON
CMO Roundtable
April
APR 30TH | 2:00 PM - 3:00 PM
Webinar Replay | Mainstreaming Alts
APR 9TH | 8:30 AM - 3:00 PM | BOSTON
Product Summit
APR 8TH | 8:30 AM - 3:00 PM | BOSTON
Distribution Summit
March
MAR 25TH | 2:00 PM - 3:00 PM
Webinar Replay | Catalyzing Content Marketing Productivity & Engagement with GenAI
MAR 4TH - MAR 5TH | 1:30 PM - 2:00 PM | CHICAGO
Distribution Intelligence Summit
February
FEB 25TH | 1:00 PM - 2:00 PM
Webinar Replay | Talent Dynamics Impacting Firms in 2025
FEB 12TH | 1:00 PM - 2:00 PM
Webinar Replay | The State of Social Media in Asset Management 2025
FEB 5TH | 8:30 AM - 3:00 PM | BOSTON
Leadership Planning Meeting
January
JAN 28TH | 2:00 PM - 3:00 PM
Webinar Replay | 2025 Outlook
2024 Past Events
2024 Past Events
December
DEC 19TH | 1:00 PM - 2:00 PM
Webinar Replay | Driving Equity: The FARE Journey and Its Impact on Financial Services
DEC 10TH | 2:00 PM - 3:00 PM
Webinar Replay | Distribution Council Virtual Event: Unlocking your Competitive Edge
November
NOV 21ST | 2:00 PM - 11:00 PM
Webinar Replay | Leveraging AI for Video & Event Marketing in Asset Management
October
OCT 24TH | 8:30 AM - 2:30 PM | NEW YORK
Marketing Summit
OCT 23RD | 4:00 PM - 6:30 PM | NEW YORK
STAR Awards Celebration | Winners Announced!
OCT 23RD | 8:00 AM - 3:30 PM | NEW YORK
Leadership Summit
OCT 22ND | 5:30 PM - 7:00 PM | NEW YORK
Boutique Funds Reception
OCT 22ND | 3:00 PM - 5:00 PM | NEW YORK
IMEA Philanthropic Day | View Photos!
OCT 22ND | 9:00 AM - 3:00 PM | NEW YORK
Internal Sales Desk Council Roundtable
OCT 22ND | 8:30 AM - 3:00 PM | NEW YORK
National Accounts Roundtable
September
SEP 26TH | 1:00 PM - 2:00 PM
Webinar Replay | Data Council Virtual Roundtable: Non-U.S. & Institutional Data
SEP 19TH | 8:00 AM - 3:00 PM | BOSTON
Portfolio Construction Roundtable
July
JUL 11TH | 2:00 PM - 3:00 PM
Webinar Replay | STAR Awards: Mastering How To’s & FAQ’s
June
JUN 18TH | 1:00 PM - 2:00 PM
Webinar Replay | Snapshot on the Talent Landscape
JUN 12TH | 8:00 AM - 2:00 PM | CHICAGO
Digital Marketing Roundtable
May
MAY 22ND | 1:00 PM - 2:00 PM
Webinar Replay | Opportunities in the Evolving Wealth Management Market
MAY 14TH | 8:00 AM - 3:00 PM | BOSTON
CMO Roundtable
MAY 1ST - MAY 2ND | 2:30 PM - 2:00 PM | PHILADELPHIA
IMEA Product Summit
April
APR 25TH | 1:00 PM - 2:00 PM
Webinar Replay | The Retirement Landscape
APR 16TH - APR 17TH | 2:00 PM - 2:00 PM | PHILADELPHIA
IMEA Distribution Summit
March
MAR 21ST | 1:00 PM - 2:00 PM
Webinar Replay | From Handshakes to Hashtags: Exploring Digital Selling for Asset Managers of the Future
MAR 19TH - MAR 20TH | 1:30 PM - 2:00 PM | BOSTON
IMEA Data Summit
MAR 6TH | 1:00 PM - 2:00 PM
Webinar Replay | Compliance Overview
January
JAN 24TH | 2:00 PM - 3:00 PM
Webinar Replay | 2024 Outlook
2023 Past Events
2023 Past Events
November
NOV 1ST - NOV 2ND | 2:00 PM - 2:00 PM
Leadership Summit
NOV 1ST | 8:30 AM - 2:00 PM
DE&I Roundtable
October
OCT 17TH - OCT 18TH | 2:00 PM - 3:00 PM
Marketing Summit & STAR Awards Celebration
OCT 9TH | 8:00 AM - 9:00 AM
Podcast | Partner Perspective: Team Data – Enhancing Distribution Strategies
September
SEP 27TH | 1:00 PM - 2:00 PM
Digital Marketing Benchmarks: Top 10 Insights from Industry Insiders
SEP 25TH | 8:00 AM - 9:00 AM
Podcast | Partner Perspective: Leveraging Data to Accommodate Changing Buyer Behaviors
SEP 19TH | 8:00 AM - 2:30 PM
ESG Roundtable
August
AUG 30TH | 1:00 PM - 2:00 PM
Roundtable: Making DE&I Actionable
July
JUL 13TH | 1:00 PM - 2:00 PM
All-Member Webinar | Plans for Enhancing Value to Members
June
JUN 27TH | 2:00 PM - 4:00 PM
PODCAST | PARTNER PERSPECTIVE: THE INFINITY LOOP OF DATA DEVELOPMENT
April
APR 26TH - APR 27TH | 9:00 AM - 2:30 PM
Product & Distribution Council Summits
March
MAR 7TH - MAR 8TH | 2:30 PM - 2:00 PM
Data Council Summit
January
JAN 24TH | 1:00 PM - 2:00 PM
All-Council Roundtable | 2023 Outlook
2022 Past Events
2022 Past Events
November
NOV 2ND - NOV 3RD | 2:30 PM - 3:00 PM
All-Council Fall Summit
NOV 2ND - NOV 3RD | 2:30 PM - 3:00 PM
All-Council Fall Summit
September
SEP 29TH | 8:00 AM - 2:00 PM
Roundtable | Portfolio Construction (New York)
SEP 14TH | 8:30 AM - 3:00 PM
Roundtable | ESG (Philadelphia)
April
APR 20TH - APR 21ST | 6:00 PM - 3:00 PM
In Person | All-Council Summit
January
JAN 27TH | 1:00 PM - 2:00 PM
2022 Outlook | All-Council Virtual Event
THERE’S NO BETTER TIME TO
JOIN THE IMEA!
For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.



















































































