Nov 13th | 8:00 AM - 2:00 PM | Philadelphia

Alternatives Roundtable – POSTPONED

Postponed until Spring 2026 – Stay Tuned for Additional Details.

This Roundtable will bring together senior leaders in the investment management industry to explore key developments and strategic considerations in the growing alternatives space. This intimate, interactive forum will explore:

  • Examining investor demand, product evolution, and regulatory influences shaping the landscape.
  • Identifying product innovation tailored to high-net-worth and mass-affluent segments.
  • Addressing challenges and opportunities in scaling alternative offerings across various channels.
  • Exploring operational, technological, and structural requirements for effectively delivering and managing alternative strategies.

Don’t miss this unique event designed to foster candid dialogue among peers, share insights on current trends, and surface actionable ideas to navigate this rapidly evolving market segment.

Event Address: 201 Rouse Blvd, Philadelphia, PA 19112
View Agenda Here
Register Here
NEARBY HOTELS:

Courtyard Philadelphia South at The Navy Yard
Live! Casino & Hotel
Philadelphia Marriott Old City

PRESENTERS

Ann Doyle

Head of U.S. Product

Franklin Templeton Investments

Pat Dougherty

Client Portfolio Manager, Private Markets Specialist - US Retail

Invesco

Jeff Strange

Principal, Strategic Business Consulting

SS&C Technologies

THERE’S NO BETTER TIME TO

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For more than 50 years, the Investment Management Education Alliance (IMEA) has provided a platform for industry professionals to connect, exchange ideas, and stay informed about the latest developments in investment management. With a commitment to excellence and member-driven initiatives, IMEA continues to be a trusted resource and advocate for its diverse membership base.

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