The annual IMEA CMO Roundtable returns June 10, 2026 in Chicago, Illinois, Hosted by Nuveen and supported by Roundtable Sponsor Broadridge. This intimate forum convenes senior marketing leaders from across the investment management industry for an in-depth, peer-driven exchange on the evolving role of marketing within today’s firms.
The CMO Roundtable provides a trusted environment for candid discussions around the strategic, organizational, and executional challenges marketing leaders are navigating—along with the opportunities shaping the future of the function. Discussions are guided by the priorities of participating CMOs and senior marketing executives, with a focus on elevating marketing’s influence, strengthening alignment with distribution and product teams, and adapting strategies amid changing client expectations, technology advancements, and competitive pressures.
Why Attend
In an environment where marketing is increasingly central to growth, positioning, and client engagement, this Roundtable provides a valuable opportunity to:
- Engage with fellow CMOs and senior marketing leaders in a highly interactive, peer-only setting
- Share real-world perspectives on organizational design, strategy execution, and leadership challenges
- Explore how marketing teams are evolving to support distribution, product innovation, and client experience
- Discuss emerging trends—including data, digital engagement, and AI—and their impact on marketing effectiveness
- Gain fresh insights and practical takeaways to help strengthen your firm’s marketing strategy and influence
Networking Dinner, June 10 at 5:00 pm | Sponsored by FUSE Research Network
Following the Roundtable, attendees are invited to continue the conversation over a networking dinner beginning at 5:00 PM. This extended opportunity allows participants to deepen connections, exchange perspectives in a more relaxed setting, and build meaningful relationships with fellow senior marketing leaders.
Shaw’s Crab House
21 East Hubbard | Chicago, IL 60611
Join industry peers for this high-impact, collaborative forum designed to foster open dialogue, shared learning, and meaningful connections among marketing leaders.
Following the Roundtable, attendees are invited to continue the conversation over dinner beginning at 5:00 PM. Additional event details will be available soon.
