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May 14th | 8:00 AM - 3:00 PM | Boston

CMO Roundtable

Senior leaders gathered at the IMEA CMO Roundtable to discuss how marketing plays a vital role in every aspect of the investment management industry, covering topics ranging from emerging trends to future outlooks in marketing. Roundtable attendees heard from Calamos Investments, Columbia Threadneedle Investments, Franklin Templeton, Nuveen, T. Rowe Price and White Marble Consulting.

Themes highlighted during candid discussions and collaborative brainstorming sessions among industry CMOs and Heads of Marketing included:

  • Corporate Brand
  • Social Strategy Evolution
  • Managing Global Marketing Teams
  • Marketing Content Operations
  • Event Strategy
  • AI
  • Marketing Team Structure
  • Tech Stacks
Event Address: 290 Congress Street, Boston, MA 02210

PRESENTERS

Jessica Fernandez

Senior Vice President, Chief Marketing Officer

Calamos Investments

Vicki Lester

Vice President, Head of Segment Marketing, Consulting & Development

Columbia Threadneedle Investments

Jennifer Ball

Chief Marketing Officer

Franklin Templeton

Tara Giuliano

Chief Marketing Officer

Nuveen

Lauren Smith

Head of Integrated Marketing

T. Rowe Price

Benjie Elston

Partner, Asset & Wealth Management

Alpha FMC

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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.