Nov 18th | 8:30 AM - 3:00 PM | VIEW HIGHLIGHTS

Institutional Roundtable

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View Attendee List Here

Institutional investing continues to evolve amid macroeconomic pressures, regulatory change, rapid technological innovation, and shifting client expectations. IMEA’s inaugural Institutional Roundtable, sponsored by Synfinii and hosted by Nasdaq, brought together industry leaders for candid, forward-looking conversations on the trends, opportunities, and challenges shaping today’s institutional landscape.

The program began with insights from Russ Elliott, Head of Asset Management Market Intelligence at Nasdaq eVestment, who outlined the latest developments in institutional investing. Participants then engaged in deep-dive group discussions on:

  • Institutional Market Data – Sources, Challenges & Best Practices
  • The Convergence of Public & Private Markets in Institutional Product Strategy
  • How to Offer Solutions Based Products / Wrappers While Growing
  • Consultant Relations

Thank you to all who joined us for this event and contributed to such a dynamic and meaningful conversation. Your engagement continues to strengthen the institutional investment community.

 

 

 

PRESENTERS

Lauren Ferry

Head of Product Strategy, Americas

Goldman Sachs Asset Management

Ben Stewart

Head of Business Strategy & Development, Fundamental Equities and Listed Real Assets

Invesco

Dan Caron

Vice President, Enterprise Client Group

Nasdaq eVestment

Russ Elliott

Head of Asset Management Market Intelligence

Nasdaq eVestment

Kurt Stam

Managing Director, Head of Public Product Strategy and Development, Institutional

Nuveen

Crystal McClenthen

Head of Product - U.S.

RBC Global Asset Management (U.S.) Inc.

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