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

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