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Jun 12th | 8:00 AM - 2:00 PM | Chicago

Digital Marketing Roundtable

The role of Digital Marketing in a highly successful marketing strategy is paramount. It’s key in reaching the right client in the right way with the right message at the right time. IMEA’s first event exclusively focused on this critical business area brought together investment management leaders for intimate, deep-dive discussions on how to develop and execute digital marketing strategies that provide enhanced client experiences.

Discussion leaders from Artisan Partners, Columbia Threadneedle Investments, Lowe Group Financial Communications, Nuveen, and William Blair guided participants through conversations surrounding the following topics:

  • Sales Enablement Initiatives
  • AI Use Cases
  • Website Best Practices
  • Social Media & Email Marketing
  • Effective Measurement and Tracking Processes
  • Tech Stacks
  • Processes for Engaging with Sales & Marketing Teams
Event Address: 150 N Riverside Plaza, Chicago, IL 60606

PRESENTERS

Pat Allen

Executive Vice President, LG Digital

Lowe Group Financial Communications

John Jackson

Senior Marketing Manager

William Blair

Katie Flynn

Vice President, Client Marketing

Nuveen

Scott Dorman

Associate Director

Artisan Partners

Kersten Stannard

Vice President, Head of Customer Experience

Columbia Threadneedle Investments

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.