The Member-only* IMEA Leadership Summit brought together members of all the IMEA Executive Councils to candidly discuss top-of-mind issues and trends impacting key business areas of the investment management industry. Agenda items were identified by leaders of the Data, Distribution, Marketing and Product Councils. Highlights included:

• From Product to Service
  As client needs change dramatically, asset managers are exploring new ways to position, deliver and monetize their capabilities that extend beyond the traditional economics of packaged products. Ben Phillips, Partner at Oliver Wyman provided his perspective on how firms should think about developing their service strategy and shared highlights from Oliver Wyman’s recent thought leadership piece.
  Presenter: Ben Phillips, Partner, Oliver Wyman
• Unlocking AI’s Potential for Investment Management
  This panel touched on spefici deployment approaches, use cases, and challenges related to leveraging AI in investment management. Discussion topics included:
  • Taking a Step Back – what is the state of AI’s use in the industry today and how is it being used?
  • Ways of Deploying AI – different approaches to technology, delivery & organizational structure
  • Measuring Value – how should we be measuring the results of leveraging AI in investment management?
  Moderator: Will Karkar, Executive Director & North America Management Committee Member | Alpha FMC
  Sam Iles, Senior Partner, Ventures & Innovation – Marketing, Brand & Creative Services | Alpha FMC
  Tod McKenna, Global Head of Data Science & AI |Citi Securities Services
  Vanessa Touma, Head of CX Strategy, Distribution Intelligence and Digital Sales | Invesco
  
• The Rise of Active ETFs
  ETFs are no longer only a passive game. Active ETFs have gained significant traction in recent years and now serve as a viable vehicle for many active managers to expand their investment capabilities. Attendees heard from established and newer Active ETF players and how they’ve migrated from product development to commercialization.
  Moderator: Ed Nini, Managing Director, Global Head of Product | Principal Asset Management
  Jay Jacobs, U.S. Head of Thematic & Active ETFs | BlackRock
  Michelle DeWitt, Head of ETF Marketing | Invesco
  Danielle Rutsky, ETF Lead Product Manager | Nasdaq
• Business Area Brainstorming Breakouts | Challenges, Priorities and Best Practices
  •  Data
  •  Distribution
  •  Marketing
  •  Product
• Executive Roundtable
• IMEA Update