April 2020
Event Details
A Conversation with Morningstar: Portfolio Construction & Model Programs Wednesday, April 15 • 1:00 PM ET This discussion will focus on initiatives for the qualitative research, analysis
Event Details
A Conversation with Morningstar: Portfolio Construction & Model Programs
Wednesday, April 15 • 1:00 PM ET
This discussion will focus on initiatives for the qualitative research, analysis and measurement of these solutions. Potential opportunities for this area in the current environment will also be addressed.
REGISTER
PRESENTERS
Laura Lutton
Director, Head of Asset Client Solutions, Asset Management
Morningstar
Jason Horenci
Vice President, Portfolio Construction Solutions
T. Rowe Price
Joe Klimas
SVP, Portfolio Research & Consulting Group
Natixis Investment Managers
Contact Us
913.832.8064 | Laura Klover
May 2020
13MAYAll Day14Distribution & Product SummitsTO BE RESCHEDULED
Event Details
This event is postponed and will be rescheduled at a later date. We will notify you of the new time and date as soon as possible. In the meantime
Event Details
Investment management executives with responsibilities in distribution, sales and product management and development will come together in New York to examine top-of-mind issues in these critical business areas.
Nearby Hotels
New York Marriott Downtown
85 West Street, at Albany Street, New York, NY 10006
Reserve your room at the reduced rate now
Cost
$599
Contact Us
816.454.9422 | Laura Klover
June 2020
11JUNAll DayDigital & Data InterchangeJune 11 • Denver, CO
Event Details
As the health and safety of members and event attendees is top of mind, the Digital & Data Interchange has been postponed to June 11. In response to current health
Event Details
In response to current health concerns related to COVID-19, as well as current restrictions industry firms have implemented for staff travel and participation in group meetings, the IMEA is postponing this event. The location and agenda remain the same. Current registrations will be transferred to the new date. Please contact us if you are unable to attend in June.
If you have a reservation at the Denver Marriott South at Meadows Park for next week, you will need to cancel no later than 48 hours prior to you scheduled date of arrival to avoid cancellation fees.
We appreciate your understanding and flexibility. Let us know if you have questions.
Join industry leaders in data, analytics, digital strategy and innovation to discuss top-of-mind issues, emerging opportunities and ongoing challenges in this critical business area. Agenda highlights include:
- SS&C Perspective on Technology Adoption, Client and Digital Experience and More
- Leveraging Distribution Data for Marketing
- Digital Perspective — An Inside Out View
- The New Sales & Marketing Relationship
- Executive Roundtable
Wednesday, June 10 | 6:00 PM
Networking Reception
Denver Marriott South at Park Meadows
10345 Park Meadows Drive, Lone Tree, CO 80124
Thursday, June 11 | 9:00 AM | Breakfast & Registration: 8:30 AM
Digital & Data Interchange
Charles Schwab
9899 Schwab Way Ste 100, Lone Tree, CO 80124
Nearby Hotels
Denver Marriott South at Park Meadows
10345 Park Meadows Drive
Lone Tree, CO 80124-5345
(303) 925-0004
Cost
$599
Contact Us
816.454.9422 | Laura Klover
September 2020
