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Nov 11th | 8:00 AM - 2:00 PM | New York

Distribution Intelligence Leadership Roundtable

As Distribution Intelligence continues to play an increasingly important role in the investment management industry, firms are looking for new ways to leverage data, insights, and collaboration to support business growth and strategic decision-making. Recognizing the growing importance of this function, IMEA is proud to introduce its inaugural Distribution Intelligence Leadership Roundtable—a new forum created exclusively for senior leaders responsible for Distribution Intelligence and related business functions.

Designed as an interactive roundtable, this event provides a trusted environment for industry peers to exchange perspectives, discuss shared opportunities and challenges, and build meaningful connections with fellow leaders across the industry.

What You Can Expect
Through an open discussion format, participants will engage in peer-driven conversations focused on the evolving role of Distribution Intelligence, emerging industry trends, organizational priorities, and the opportunities shaping the future of the function.

This practitioner-led forum is designed to foster meaningful dialogue, shared insights, and valuable peer exchange among industry leaders.

Why Attend
As Distribution Intelligence continues to evolve, leaders are challenged to balance changing business needs, advancing technologies, and growing organizational expectations. This Roundtable offers an opportunity to:

  • Connect with senior industry peers
  • Exchange perspectives in a confidential setting
  • Discuss emerging trends and shared challenges
  • Gain practical insights from fellow practitioners
  • Build valuable relationships with leaders across the investment management industry

Stay tuned for additional details, including discussion leaders, agenda topics, and registration information. We look forward to welcoming you to this inaugural peer forum.

WHO SHOULD ATTEND

Senior leaders and decision-makers responsible for Distribution Intelligence and related strategic business functions within investment management firms. Professionals with responsibility for data, analytics, business strategy, sales enablement, reporting, or other functions supporting distribution and business growth are encouraged to attend.

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

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.