Investment Management’s leading marketing and communications strategists gathered at the annual IMEA Marketing Summit to candidly discuss top-of-mind issues, learn about best practices, hear expert perspectives, and network with colleagues. Highlights included:

• BFF’s – Marketing & The Internal Desk
  Since the internal sales desk is typically more accessible and connected to marketing efforts, it’s an ideal environment for nurturing new ideas, testing marketing strategies, and/or piloting sales enablement initiatives. This panel will explored effective ways to increase collaboration between marketing and the sales desk, and discussed how this partnership can lead to quicker execution and valuable insights.
  Moderator: Jim Adams, Managing Director, Global Strategic Accounts | MFS Investment Management
  Tachera Roberts, Senior Director, Marketing Programs | Columbia Threadneedle Investments
  Olivia Reed, Internal Division Manager | Columbia Threadneedle Investments
  Leslie Checkman, Vice President, Director of Client Marketing | MFS Investment Management
• AI-Powered Marketing: From Strategy to Success
  Everyone is eager to see how AI will shape the investment management industry in the future. But how can marketing teams leverage this technology today to boost productivity and improve customer experience? Seismic showcased current use cases, sharing experiences of how AI is impacting investment management marketers today.
  Moderator: Caitlin Loesch, Vice President, Channel Marketer, Wealth Management | Calamos Investments
  Jim Casey, Partner | Augment Marketing, LLC
  Bob Murphy, Vice President, Financial Services | Seismic
• The Increasing Roles of Marketing: What’s Working & What’s Not
  This panel discussed how the role of investment management marketing is growing, with responsibilities expanding, CMOs at all the key tables, and senior marketers increasingly involved in the decision-making process. As budgets tighten but the need for effective and evolving marketing remains crucial, what’s the strategy? This panel explored where marketing is achieving the greatest impact, which strategies are proving successful or falling short, and what skills and resources marketing teams need to navigate the future effectively.
  Moderator: Neil Bathon, Partner | FUSE Research Network
  Rebecca Muse-Orlinoff, Head of Marketing | Harbor Funds Distributor, Inc.
  Anne Kvanbeck, Global Head of Corporate Marketing | Janus Henderson Investors
  Susannah Wardly, Senior Vice President, Strategic Marketing | Natixis Investment Managers
• Breakout Sessions: 
  Attendees gathered into small groups focused on specific marketing disciplines for candid conversations on what’s top of mind for:
  •  CMOs
  •  Channel Marketers
  •  Digital Marketers
  •  Content Marketers
• Executive Roundtable