May, 2020

06MAY2:00 PMExecutive RoundtableVirtual Roundtable • May 6 • 2:00PM ET

Event Details

Executive Roundtable
Wednesday, May 6 • 2:00 PM ET


Listen as IMEA’ Executive Committee, led by Chair Bob Geppner of Franklin Templeton, provided an opportunity to engage with peers on critical issues on everyone’s mind. Items for discussion included:

• Will internal sales and hybrid wholesaling be more prevalent moving forward?

• How will social distancing effect large gatherings and conferences in the near to intermediate term? Will video conferencing become the norm?

• Will clients will embrace technology more for items like portfolio updates etc.?

• Cybersecurity and other WFH concerns.



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