Senior marketing leaders gathered in Chicago for the 2026 CMO Roundtable to discuss the opportunities, challenges, and strategic priorities shaping investment management marketing
Hosted by Nuveen and supported by Roundtable Sponsor Broadridge, this annual Roundtable brought together CMOs and senior marketing executives for candid, peer-driven discussions focused on organizational leadership, marketing effectiveness, technology adoption, distribution alignment, and the changing expectations of clients and advisors.
Agenda Highlights Included:
- Marketing’s role in driving growth and organizational influence
- Strengthening alignment across marketing, distribution, and product teams
- AI, data, and emerging technologies shaping marketing strategy
- Client engagement, personalization, and digital experience trends
- Organizational structure, talent development, and leadership priorities
- Interactive peer discussions and practical industry insights
Designed as an intimate, collaborative forum, the Roundtable provided attendees with the opportunity to exchange ideas, benchmark approaches, and learn how peers are evolving marketing organizations to navigate industry change, demonstrate impact, and support firm growth.
Networking Dinner | Thank You FUSE Research Network
Following the Roundtable, attendees continued the conversation during a networking dinner sponsored by FUSE Research Network, providing an additional opportunity to strengthen relationships and exchange perspectives with fellow industry leaders.
Thank you to all attendees, speakers, discussion leaders, hosts, and partners who contributed to another engaging and valuable IMEA experience.
