UPCOMING
September 2022
14SEP8:30 AM3:00 PMRoundtable | ESG (Philadelphia)8:30 AM - 3 PM ET
Event Details
Gather with industry colleagues for an in-depth roundtable discussion on ESG Wednesday, Sept. 14 in Philadelphia. Host:
Event Details
Gather with industry colleagues for an in-depth roundtable discussion on ESG Wednesday, Sept. 14 in Philadelphia.
Host:
Location:
1900 Market Street, Suite 200
Philadelphia, PA 19103
Time & Date:
8:30 AM – 3 PM ET, Wednesday, Sept. 14
Discussion Topics:
- Proposed SEC disclosure requirements
- The Impact of current geopolitical and economic conditions on ESG approaches
- Client/intermediary ESG reporting support
Speakers:
- Stephen Byrd | Managing Director & Head of Global Sustainability Research | Morgan Stanley
- Matt Apkarian | Associate Director, Product Development | Cerulli Associates
- Benjie Elston | Director, Head of Sustainability | White Marble Consulting
- Chris Fidler | Senior Director, Global Industry Standards | CFA Institute
COVID-19 Disclosure
At the event, abrdn will require all visitors to sign a form stating they do not have COVID-19 symptoms. Proof of vaccination is not required.
Cost
$599
22SEP8:00 AM2:00 PMRoundtable | Alternatives (Boston)8 AM - 2 PM ET
Event Details
Gather with industry colleagues for an in-depth roundtable discussion on alternatives Thursday, Sept. 22 in Boston. Host:
Event Details
Gather with industry colleagues for an in-depth roundtable discussion on alternatives Thursday, Sept. 22 in Boston.
Host:
Location:
MFS Investment Management
111 Huntington Avenue
Boston, MA 02199
Time & Date:
6 PM ET, Wednesday, Sept. 21 | Networking Event
8 AM – 2 PM ET, Thursday, Sept. 22
Discussion Topics:
- Do you need to be there?
- Differentiated distribution strategy
- Robust client service
- Technology strategy
- Product platform
Speakers:
- Mike Evans | Partner & Director of Advisor and Benchmark Research | FUSE Research Network
- Shane Clifford | Senior Managing Director, Alternative Strategies | Franklin Templeton
COVID-19 Vaccination Requirement
MFS requires all visitors to submit proof of COVID-19 vaccination. After submitting your registration form, an IMEA representative will email you on how to submit your proof of vaccination. We thank you in advance for your cooperation.
Nearby Hotels
Cost
$599
29SEP8:00 AM2:00 PMRoundtable | Portfolio Construction (New York)8 AM - 2 PM ET
Event Details
Gather with industry colleagues for an in-depth roundtable discussion on portfolio construction Thursday, Sept. 29 in New York. Host:
Event Details
Gather with industry colleagues for an in-depth roundtable discussion on portfolio construction Thursday, Sept. 29 in New York.
Host:
Location:
Federated Hermes
101 Park Avenue, Suite 4100
New York, NY 10178
Time & Date:
8 AM – 2 PM ET, Thursday, Sept. 29
Discussion Topics:
- Recent FUSE portfolio construction research highlights
- Relationship/integration structure with distribution
- Portfolio strategists and analysts – roles, activities, counts
- Interacting with sales and marketing organizations
Speakers:
- Mike Evans | Partner & Director of Advisor and Benchmark Research | FUSE Research Network
Cost
$599
November 2022
PAST
JULY
27JULY1:00 PM1:00 PMIn Session | Data & Marketing Councils - Watch the Replay1 PM ET
Event Details
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Event Details
Personalization is a journey. In a virtual session led by Nuveen leaders, the Data and Marketing Councils met to discuss experiences, insights, and perspectives on the topic. Catch up on the event with a video replay, takeaways, and more below.
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Presenters
 Tara Giuliano, Chief Marketing Officer | Nuveen |
 Michael Bieselin, Global Head, Client Insights & Analytics | Nuveen |
JUNE
13JUN10:00 AM11:00 AMPODCAST | ESG REGULATION PERSPECTIVES - PART 2June 13
Event Details
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The Securities and Exchange Commission (SEC) recently proposed changes to the way investment companies disclose environmental, social and governance (ESG) investing practices. In part two of the IMEA Podcast series on ESG regulation, investment and legal experts share views on the potential changes and what industry leaders should know going forward. Featuring:
- Jeff Vorwerk, Strategic Portfolio Director | Principal Funds
- Gwendolyn Williamson, Partner | Perkins Coie
Listen here:
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MAY
19MAY4:00 PM5:00 PMPODCAST | ESG REGULATION PERSPECTIVESMay 19
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ESG remains a growing priority among investment management firms, but guidelines remain unclear as hundreds of entities regulate ESG globally. In this IMEA Podcast episode, ESG leaders share perspectives on the current regulatory landscape as well as best practices for investment professionals. Featuring:
- Jeff Vorwerk, Strategic Portfolio Director | Principal Funds
- Gwendolyn Williamson, Partner | Perkins Coie
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13MAY4:00 PM5:00 PMPODCAST | PARTNER PERSPECTIVE: DISTRIBUTION 2.0May 13
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In this podcast episode, leaders from Harbor Capital Advisors and IMEA Corporate Partner TIFIN discuss the challenges asset managers face in today’s digital-first world and the meaning of distribution 2.0. Featuring:
- Rebecca Muse-Orlinoff, Senior Vice President, Head of Marketing | Harbor Capital Advisors
- Niharika Shah, Executive Vice President, General Manager | TIFIN Clout
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02MAY4:00 PM5:00 PMPODCAST | PARTNER PERSPECTIVE: MACHINE LEARNING & PERSONALIZED MARKETINGMay 2
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In this partner podcast episode, IMEA Partner ddm marketing + communications discusses how machine learning and personalized marketing are impacting personal outreach in the financial market. Featuring:
- Jewel Hainer, Account Manager, ddm marketing + communications
- Caroline Ramseyer, Account Manager, ddm marketing + communications
Listen here:
About ddm
For over 30 years, ddm has provided an array of communication, marketing, and technology services to businesses in highly complex and highly regulated industries. Headquartered in Grand Rapids, Michigan, ddm serves a diverse national and international client base, ranging from financial services and healthcare, to medical devices and global manufacturing. With over 65 team members, ddm prides itself on an untiring commitment to serving clients tenaciously.
APRIL
21APRAll DayIn Person | All-Council SummitApril 21
Event Details
All-Council Summit Highlights Now Available The IMEA returned to in-person events for the first time in more than two years at the All-Council Summit in Chicago, where industry executives
Event Details
All-Council Summit Highlights Now Available
The IMEA returned to in-person events for the first time in more than two years at the All-Council Summit in Chicago, where industry executives and thought leaders made connections, exchanged ideas and gained insights across key business areas. IMEA Members can catch up with session highlights, presentation slides, and an attendee list below.
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MARCH
g:i Ag:i APODCAST | PARTNER PERSPECTIVE: NEXT-GENERATION AI ADVERTISING
Event Details
In this podcast episode, IMEA Partner TIFIN leads a discussion on the next generation of contextual advertising, which utilizes artificial intelligence to personalize content like never before.
Event Details
In this podcast episode, IMEA Partner TIFIN leads a discussion on the next generation of contextual advertising, which utilizes artificial intelligence to personalize content like never before.
FEBRUARY
28FEB4:00 PM5:00 PMPODCAST | WIREHOUSE PERSPECTIVE: ENGAGEMENT MOVING FORWARDFebruary 28
Event Details
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At the current stage of the pandemic, how are wirehouses approaching the return to office, vaccine guidelines and travel policies ? Listen to the latest IMEA Podcast episode led by John McDonough, IMEA Executive Committee Vice Chair & Invesco Head of Wealth Management Intermediaries, and featuring:
- Ben Huneke, Managing Director, Head of the Investment Solutions Group, Morgan Stanley
- Stephanie Meadows, Director of Relationship Management & Financial Advisor Education, Wells Fargo
Listen here:
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JANUARY
27JAN4:00 PM4:00 PMAll-Council Virtual EventJanuary 27, 1PM ET
Event Details
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Event Details
Members of the Data, Distribution, Marketing and Product Councils met virtually for the IMEA’s first event of 2022 on Jan. 27 to discuss Advisor engagement, a top priority among investment management firms. The event included a presentation of the latest research and insights on Advisors from Broadridge and Corporate Insight, followed by Council breakout groups focusing on key topics within their business areas.
IMEA Members can access replay videos, presentation slides and discussion recaps below.
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