BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//IMEA | Investment Management Education Alliance - ECPv6.17.4//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:IMEA | Investment Management Education Alliance
X-ORIGINAL-URL:https://imeaconnect.com
X-WR-CALDESC:Events for IMEA | Investment Management Education Alliance
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20210314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20211107T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20220313T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20221106T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20230312T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20231105T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20220127T130000
DTEND;TZID=America/New_York:20220127T140000
DTSTAMP:20250815T010356Z
CREATED:20250815T010204Z
LAST-MODIFIED:20250815T010356Z
UID:8096-1643288400-1643292000@imeaconnect.com
SUMMARY:2022 Outlook | All-Council Virtual Event
DESCRIPTION: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. \nBroadridge\nMatt Schiffman\, principal of distribution insight at Broadridge\, presented on the future of Advisor engagement\, including Advisor engagement practices and trends and how asset managers can best position themselves for success. \nCorporate Insight\nJen Taylor\, director of investing research at Corporate Insight\, presented on portfolio and diagnostic construction tools\, including Advisor preferences and opportunities for asset managers. \nBREAKOUT GROUP RECAPS \nDistribution Council\nThe Distribution Council discussed:\nThe evolving role of internal\, external and hybrid wholesalers\nHow to drive the adoption of different technologies among wholesalers\nDistribution’s sales enablement needs\nAligning resources for digital and in-person Advisor engagement \nMarketing Council\nThe Marketing Council discussed the Advisor journey\, including:\nUnderstanding the Advisor experience\nImplementing challenges\nTools Advisors value and how to differentiate with them \nProduct Council\nThe Product Council discussed how Advisors are engaging with model portfolio and ESG products\, including:\nModel portfolio challenges\, and when and where to place them\nESG product sentiment and challenges \nData Council\nThe Data Council discussed how data teams should organize around new questions\, including:\nHow to approach a measurement plan for value adds\nThe ROI of value adds related to marketing tools and content\nSupporting data with qualitative feedback and vice versa \nDISCUSSION LEADERS\nData Council | James Keenan | Digital Marketing Director | AMG\nDistribution Council | Rocco Benedetto | Head of US WMI Field Distribution | Invesco\nMarketing Council | Vicki Lester | Head of Intermediary Marketing | Columbia Threadneedle Investments\nProduct Council | Jim Cove | Senior Vice President\, U.S. Marketing | Natixis Investment Managers
URL:https://imeaconnect.com/event/2022-outlook-all-council-virtual-event/
ATTACH;FMTTYPE=image/png:https://imeaconnect.com/wp-content/uploads/2025/08/22.01.27-All-Council_Replay_Banner.png
END:VEVENT
END:VCALENDAR