Advancing the Conversations Shaping the Future of Distribution Intelligence
The IMEA Distribution Intelligence Summit convened senior leaders March 4-5, 2026 in Boca Raton, Florida, hosted by Polen Capital and supported by Distribution Intelligence Council Partner, Broadridge.
Over two days of peer-driven dialogue and collaborative working sessions, senior leaders from across the investment management industry explored how distribution intelligence is evolving—from foundational data and insights to AI-enabled strategy and execution.
Developed by and for industry practitioners, the Summit brought together distribution, marketing, analytics, and sales strategy leaders to exchange ideas, share practical applications, and examine how firms are building the next generation of distribution intelligence capabilities.
Key Discussion Themes:
The 2026 program explored several critical topics shaping the future of distribution intelligence, including:
- Industry Trends, Research & Insights | Broadridge
- From Insights to Impact: Sales & Marketing Expectations for Distribution Intelligence
- Building Modern Distribution Intelligence
- Interactive Workshop: Distribution Intelligence in the Age of AI | Jacobs & Company
Throughout the Summit, attendees also participated in peer-driven breakout discussions, allowing participants to exchange perspectives, compare approaches, and explore practical takeaways from the sessions.
Day one of the Summit concluded with a networking reception generously hosted by Synthesis Technology, providing attendees the opportunity to continue conversations and strengthen industry relationships.
