April, 2024

16APR(APR 16)2:00 PM17(APR 17)2:00 PMIMEA Distribution Summit | April 16-17Philadelphia

Event Details

April 16, 2024 | Summit 2:00 – 5:00 pm | Reception 5:00 – 6:30 pm
April 17, 2024 | Summit 8:00 am – 2:00 pm 

FS Investments
201 Rouse Blvd
Philadelphia, PA 19112




Now more than ever before it’s critical that investment management distribution and marketing teams work together cohesively to identify, reach and serve their clients. Don’t miss the opportunity to gather with industry leaders in distribution, sales and marketing for intimate, candid conversations on the importance of the sales and marketing relationship and the tools, approaches, technologies and processes firms utilize can utilize to develop and execute successful strategies. Agenda highlights include:

  • How are Firms Building Robust Sales Enablement Teams?
    Matt Fronczke of SS&C will share results of a joint SS&C and IMEA survey on how teams are being built.
  • Winning With Advisor Data
    Who owns the data? How much should be spent on data? Can results be measured?
    Neil Bathon of FUSE Research Network and leading investment management firms will discuss how teams have been built, and processes and approaches developed to maximize data optimization.
  • The Data Journey
    How do BI/data/analytic leadership turn raw data into insight delivery that distribution and marketing can and will want to use?
    Invesco’s Vanessa Touma, Head of Client Strategy & Digital Sales and Rocco Benedetto, Head of WMI Field Distribution talk about the process that’s working them.
  • Turning Insights into Action
    One you have the “right” data how does distribution and marketing work together to identify and execute a successful strategy. Leading firms will discuss best practices, customer journey, successes and lessons learned.
    T. Rowe Price | Capital Group | Vanguard
  • Executive Roundtable
  • Breakout Sessions  

Have topics or issues you want the Distribution Summit to address? Let us know.
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View Agenda Here

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Questions? Contact Kimber Lintz, Executive Director.