Events

Digital Tech Moves Transforming Today’s Asset Management Industry
Changes in our society and economy—as well as rapid developments in technology—are shaking up the asset management and wealth industries in ways not seen before. Is your firm transforming its digital business and client engagement strategies with significant marketing technology and investments to remain viable? Hear what essential changes can help secure a future in this very different marketplace.

PRESENTERS
Moderator: Scott Burke, Digital Delivery Manager — Aberdeen Standard Investments
Scott is responsible for overseeing the digital strategy for the Americas business, which includes U.S., Canada and Brazil.
 

Mike Cogburn, Head of Digital Consulting & Innovation — SS&C Technologies
Mike is responsible for creating customized solutions for asset manager clients. From cutting-edge strategy and frameworks to tactical recommendations and competitive intelligence.

IMEA’s Product Council will bring together executives involved in Portfolio Construction and Model Portfolios in New York, July 31st for the IMEA’s second annual Portfolio Construction Roundtable. Conversation will center around the trends and challenges in this rapidly growing business area. The day will include Cerulli presenting current research, client perspective from Morgan Stanley and Envestnet, as well as an intimate discussion on Establishing the Right Portfolio Construction Engagement Model. Topics for discussion include:

• Standard vs. Custom Model Construction Support
• Integrating Firm Asset Allocation Views
• Sales Professionals & Portfolio Construction Specialist Roles
• Leveraging Data
• Training
• Advisor Segmentation Strategy
• Digital & Web Client Engagement
• Open Discussion

Tuesday, July 30, 2019 | 6:00 PM Networking Dinner
Bobby Van’s Steakhouse 54th Street 131 E 54th St, New York, NY 10022

Wednesday, July 31, 2019 | 8:00 AM – 3:00 PM Portfolio Construction Roundtable
K&L Gates 599 Lexington Ave, New York, NY 10022 32nd Floor, Rooms 32 A&B

Make plans now to join other investment management marketing and communications leaders for candid discussions and expert presentations. The annual IMEA Marketing Summit will take place in Chicago, followed by the 2019 STAR Awards Celebration that evening recognizing the best educational efforts in the industry.
 
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Agenda to be announced soon.

In partnership with the official Program Sponsor IMPRINT, the 2019 STAR Awards will honor excellence in marketing and communications. Following the annual Marketing Summit, this year’s STAR Awards at the Mid-America Club promises to be an evening to remember.

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