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

Distribution Summit

Register Here
View Agenda Here

Join us for the 2026 IMEA Distribution Summit—an annual gathering for leaders across distribution, sales, and marketing. This year’s Summit, hosted by T. Rowe Price and supported by Distribution Council Partner SS&C, will bring together top industry professionals for candid dialogue, peer-driven insights, and forward-looking discussions on the evolving dynamics of distribution in today’s competitive landscape.

What You Can Expect
Distribution leaders will examine topics and challenges identified directly by IMEA members. Discussions will focus on emerging trends, advisor engagement strategies, data-driven approaches, evolving channel landscapes, and the ongoing transformation of distribution organizations.

Agenda Highlights Include:

  • 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

Why Attend
In a market where client expectations are shifting and internal collaboration is more crucial than ever, this Summit offers a unique forum to:

  • Engage with peers from leading investment management firms
  • Share successes, challenges, and practical solutions
  • Explore innovative tools, approaches, and technologies
  • Gain insights to strengthen the alignment between sales, marketing, and product teams
  • Prepare your distribution organization to thrive in the year ahead

Networking Reception | April 21 | 6:00 PM ET
Kick off the Distribution Summit with an evening networking reception on April 21, hosted by WealthVista. Taking place the night before the event, this reception offers an informal evening of networking, conversation, and connection before the Summit begins.

Slainte Irish Pub | 1700 Thames St. Baltimore, MD 21230

You won’t want to miss this premier industry event. 

WHO SHOULD ATTEND

Senior distribution leaders, including Heads of Distribution and Sales, and other executives responsible for leading and shaping distribution strategy.

Event Address: 1307 Point Street, Baltimore, MD 21231
NEARBY HOTELS:
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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

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.

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