Apr 22nd | 8:30 AM - 3:00 PM | View Highlights

Distribution Summit

View Agenda Here
View Attendee List Here

The 2026 IMEA Distribution Summit brought together leaders across distribution, sales, and marketing for a day of candid dialogue, peer-driven insights, and forward-looking discussion on the evolving dynamics of distribution in today’s competitive landscape.

Hosted by T. Rowe Price and supported by Distribution Council Partner SS&C, this year’s Summit offered senior industry professionals the opportunity to connect with peers, explore shared challenges, and examine the strategies shaping the future of distribution.

Agenda Highlights Included:

  • Measure What Matters Most
  • Executing a Team of Teams Strategy to Maximize Specialist Impact
  • Cracking the Code: How Asset Managers Win Platform Access and Mindshare Inside RIA Aggregators
  • Winning with Private Markets: Where We Play and How We Win

Networking Reception | Thank You WealthVista 
The Distribution Summit kicked off with an evening networking reception on April 21, hosted by WealthVista. Held the night before the event, the reception offered attendees an informal opportunity to connect, network, and continue conversations ahead of the Summit.

PRESENTERS

John Perry

CIMA, Head of Regional Investement Consultants, Private Client Advisory Division

Columbia Threadneedle Investments

Matt Eisenhardt

Head of Advisor Group Sales

Capital Group

Colin Prescott

Managing Director - Intermediary Business Development

Diamond Hill

Dave Donahoo

CFA, Head of Private Markets - Americas Wealth Management

Franklin Templeton

Loren Fox

Director of Research

FUSE Research Network

David Borelli

Senior Vice President, National Sales Director

Invesco

Greg Gore

Client Portfolio Manager, Head of Private Market Specialists - US Retail

Invesco

Jim Adams

CIMA, Managing Director, Global Platforms RIA & Insurance

MFS Investment Management

Meghann Peterson

CFA, National Sales Manager

Nuveen

David Eikenberg

Head of US Intermediary Distribution, President RBC Funds

RBC Global Asset Management

Jeff Diamond

Global Head of Wealth Management Distribution

Polen Capital

Matt Fronczke

Senior Director, Strategic Business Consulting

SS&C Technologies

Jim Zurad

Co-Head of Intermediary Wealth Management - Field Sales

T. Rowe Price

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