Loading Events
Mar 4, 1:00 PM - 5:00 PM | Mar 5, 9:00 AM - 1:30 PM | Florida

Distribution Intelligence Summit | SAVE THE DATE

Save the Date: 2026 IMEA Distribution Intelligence Summit

The annual IMEA Distribution Intelligence Summit returns March 4-5, 2026 in Boca Raton, Florida, Hosted by Polen Capital and supported by Distribution Intelligence Council Partner, Broadridge.

The only industry-sponsored forum of its kind for senior strategists in business intelligence, sales & marketing enablement and management, this Summit convenes leaders for candid, senior-level discussions shaped directly by the priorities and challenges facing today’s investment management industry. The Summit is designed to provide an intimate forum to share real-world experiences, compare organizational approaches, and explore strategies that drive more intelligent, data-driven distribution.

The 2026 agenda will focus on the most important topics identified by leaders like you, examining how firms are operationalizing their Distribution Intelligence workflows, strengthening adoption across teams, and advancing strategies—including the evolving role of AI—in a rapidly changing environment.

Attendees will also participate in small, interactive breakout sessions, offering a unique space—exclusive to IMEA—for open, candid dialogue with peers on the issues you most want to explore.

Why Attend
In an environment where the role of data and analytics is rapidly expanding, this Summit offers a valuable opportunity to:

  • Connect with leaders driving Distribution Intelligence strategies across top firms
  • Share and hear real-world examples of what’s working—and what isn’t
  • Explore approaches to improving insight delivery, field adoption, and sales-marketing alignment
  • Discuss emerging technologies, including AI, and their impact on distribution enablement

Who Should Attend
Senior leaders who direct, manage, oversee and head distribution intelligence, analytics, sales strategy, digital data and enablement strategies and teams.

Gain practical insights to help strengthen your organization’s intelligence capabilities and operational processes
Join industry peers for this high-impact, collaborative program designed to move Distribution Intelligence forward. Additional event details and registration information will be available soon.

Event Address: 1825 Corporate Blvd NW, #300, Boca Raton, 33431

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.