September, 2021

29SEP6:00 PM11:00 PM2021 Leadership Sessions

Event Details

In light of recent public health guidelines from the City of Chicago, and concern for our members, the IMEA is moving the Leadership Summit from LIVE to virtual. We will begin with two keynote presentations on the following dates:


September 29 | 1:00 – 2:00 pm ET — The Investment Management Industry Reimagined
The investment management industry continues to evolve to meet the demands of clients from expectations of personalized communications to expanded digital engagement to product and indexing opportunities to ESG considerations. What will the distribution model and work environment look like post-pandemic? Hear candid perspectives from leading industry consultants on what will change, what will stay the same and what’s ahead for investment management.

Moderator: George Riedel, IMEA Executive Committee Chair & Head of U.S. Intermediaries | T. Rowe Price

Panelists: Ben Phillips, Principal & Chief Strategist | Casey Quirk
                  Neil Bathon, Founder & Partner | FUSE Research Network

Register Now!

October 6 | 1:00 – 2:00 pm ET — Opportunities in Customization, Client Preferences & Tax Efficiency
The Custom Indexing approach continues to explode in popularity allowing investors to customize a portfolio based on personal preferences and investment goals. What opportunities and challenges does this present for wealth managers? Investment platform 55ip’s CEO, Paul Gamble, and industry expert Sandy Bolton will provide their insights.

Moderator: David Botset, Managing Director, Head of Equity & Fixed Income Product and Strategy | Charles Schwab Investment Advisory, Inc.

Panelists: Sandy Bolton, Former Managing Director, Head of Managed Investments – Investments Solutions Group | Bank of America Merrill Lynch
                  Paul Gamble, Chief Executive Officer | 55ip

Register Now!

Dates and times for virtual roundtables will be announced as soon as they are finalized. Don’t miss any of the sessions and your opportunity to discuss the challenges facing our industry in the current operating environment.