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Sep 17th | 8:30 AM - 3:00 PM | New York

Institutional Roundtable

Institutional investing continues to evolve amid macroeconomic uncertainty, regulatory shifts, rapid technological advancement, and increasingly complex client expectations. The 2026 IMEA Institutional Roundtable, hosted by Nasdaq, will convene senior leaders for candid, peer-driven dialogue on the trends, challenges, and opportunities shaping today’s market.

Designed as an intimate, practitioner-led forum, this Roundtable creates space for open exchange and meaningful discussion among industry peers navigating a rapidly changing environment.

What You Can Expect
Through an interactive roundtable format, participants will exchange perspectives on the forces shaping institutional investing—spanning market dynamics, client expectations, and strategic priorities across the business.

This trusted forum is designed to foster open dialogue, shared experiences, and practical insights among senior leaders navigating similar complexities.

Why Attend
In a market defined by complexity and constant change, institutional leaders are navigating evolving client demands, product innovation, and shifting competitive dynamics. This Roundtable offers a valuable forum to:

  • Connect with peers facing similar institutional challenges
  • Exchange perspectives in a candid, off-the-record setting
  • Gain practical insights to inform strategic decision-making
  • Stay aligned on the trends shaping institutional investing

Additional details, including agenda topics and discussion themes, will be announced soon. We encourage you to register early to secure your spot.

WHO SHOULD ATTEND

Senior leaders across institutional distribution, consultant relations, product strategy, and client engagement responsible for driving growth and shaping institutional business strategy.

Event Address: 151 W. 42nd Street, New York, NY 10036
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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.