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Nov 11th | 8:30 AM - 1:00 PM | New York

Boutique Managers Roundtable

Boutique asset managers continue to navigate a highly competitive and rapidly evolving landscape, balancing growth ambitions with leaner teams, focused resources, and the need for differentiation. The 2026 IMEA Boutique Managers Roundtable, hosted by Invesco, will bring together senior leaders from boutique firms for candid, peer-driven dialogue on the strategies and challenges unique to this segment of the industry.

Held in conjunction with the IMEA Leadership Summit, this Roundtable provides a dedicated forum for boutique managers to connect, share perspectives, and explore how firms are positioning for growth in today’s environment.

What You Can Expect
Through an interactive roundtable format, participants will engage in focused discussions on the realities of operating and scaling boutique firms; spanning distribution strategy, brand positioning, resource allocation, and the evolving expectations of clients and partners.

This forum is designed to foster open dialogue and practical insight-sharing among leaders navigating similar constraints and opportunities.

Why Attend
As boutique firms look to differentiate and compete in an increasingly complex market, this Roundtable offers a valuable opportunity to:

  • Connect with peers leading boutique asset management firms
  • Exchange perspectives in a candid, off-the-record setting
  • Explore strategies for growth, positioning, and resource optimization
  • Gain insights to navigate evolving client and distribution dynamics

Additional details, including agenda topics and discussion themes, will be announced soon. We encourage you to register early to secure your spot.

WHO SHOULD ATTEND

Senior leaders from boutique asset management firms responsible for firm strategy, distribution, marketing, and overall business growth.

Event Address: 225 Liberty St, New York, NY 10281
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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.