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Apr 30th | 8:30 AM - 3:00 PM | Chicago

Alternatives Roundtable

Join us for the IMEA Alternatives Roundtable, an interactive forum bringing together senior leaders across the investment management industry to explore the growing role of alternative investments.

This session will focus on the strategic, operational, and distribution considerations firms face as alternatives continue to expand across investor segments and portfolio strategies.

What You Can Expect

Participants will engage in open dialogue with peers to examine the forces driving growth in alternatives and how asset managers are adapting their strategies. Discussions will focus on product development, distribution strategy, platform access, and the structural considerations required to successfully deliver alternative strategies to investors.

Agenda Highlights Include:

  • Product Development Process
  • Fees
  • Platform Availability
  • Wholesaler & Advisor Education
  • Incorporating Alternatives into Model Portfolios
  • Liquidity

Why Attend

As alternatives continue to play a larger role in portfolio construction and investment strategy, firms are navigating new complexities across product development, distribution, and operational execution. This Roundtable offers a unique opportunity to:

  • Exchange perspectives with senior industry peers
  • Discuss practical approaches to product development and platform access
  • Share strategies for educating advisors and distribution teams
  • Explore how firms are integrating alternatives into model portfolios

Don’t miss this unique event designed to foster meaningful dialogue, surface actionable insights, and help firms navigate the next phase of growth in the alternatives market.

WHO SHOULD ATTEND

Senior leaders responsible for alternative investment strategies, including executives across product development, distribution, investment strategy, and platform development.

Event Address: 27 Washington Street, Chicago, IL 60602
NEARBY HOTELS:

PRESENTERS

Anna Narem

Senior Vice President, Head of Product Management, Marketing & Analytics

Calamos Investments

Allora Buckshon

Senior Vice President, Head of Growth and Product Marketing

Future Standard

Ben Johnson

CFA, Head of Client Solutions

Morningstar

THERE’S NO BETTER TIME TO

JOIN THE IMEA!

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.