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Oct 19, 1:30 pm - 5:00 pm | Oct 20, 8:30 am - 1:00 pm | Boston

Marketing Summit

Marketing leaders across the investment management industry are navigating an increasingly complex landscape shaped by evolving client expectations, expanding distribution channels, and the growing importance of data and technology. The 2026 IMEA Marketing Summit, hosted by Franklin Templeton and supported by Marketing Council Partner Seismic, will bring together senior marketing and communications professionals for candid, peer-driven dialogue on the strategies shaping modern asset management marketing.

The Summit will also feature a networking reception sponsored by Synthesis, offering attendees an additional opportunity to connect with peers and continue the conversation. Additional reception details will be announced soon.

Taking place the day of the 2026 Asset Management STAR Awards Ceremony, this Summit offers a unique opportunity to connect marketing strategy with industry-leading examples of innovation, creativity, and impact.

What You Can Expect
Through interactive sessions and peer-driven discussions, participants will explore the evolving role of marketing across brand, product, and distribution; spanning content strategy, digital engagement, data utilization, and cross-channel alignment.

This Summit is designed to foster open dialogue, practical idea-sharing, and meaningful connections among senior marketers navigating similar challenges in a rapidly changing environment.

Why Attend
As marketing becomes more central to growth, differentiation, and client engagement, this Summit offers a valuable opportunity to:

  • Connect with senior marketing leaders across the industry
  • Exchange perspectives on evolving strategies, tools, and channels
  • Explore how firms are aligning marketing with distribution and business goals
  • Gain insights to enhance marketing effectiveness and impact
  • Stay close to one of the industry’s leading awards programs recognizing innovation and excellence

We encourage you to register early to secure your spot.

2026 Asset Management STAR Awards
IMEA is proud to partner with the Financial Times on the  2026 Asset Management STAR Awards, recognizing excellence across marketing, distribution, product strategy, client engagement, operational innovation, partnerships, and leadership.

As part of this collaboration, the 2026 Asset Management STAR Awards Ceremony will take place in conjunction with the FT Future of Asset Management (FoAM) conference at the Omni Boston Seaport on Monday, October 19, at 6:30 p.m.

Interested in attending? IMEA members should contact Kimber Lintz to coordinate registration and payment details.

Please note: Registration for the IMEA Marketing Summit does not include admission to the Asset Management STAR Awards Ceremony. A separate ticket is required to attend.
 
Learn More About the 2026 Ceremony

WHO SHOULD ATTEND

Senior leaders across marketing, communications, brand, content, and digital strategy responsible for shaping marketing direction and driving engagement across the organization.

Event Address: 161 Congress Street, Boston, MA 02110
NEARBY HOTELS:

PRESENTERS

Pinki Mehta

Co-Chief Marketing Officer

AllianceBernstein

Daniel Rothman

Director of Insight

Financial Times

Caitlin Baggeroer

Program Marketing Director

Franklin Templeton

Neil Bathon

Partner

FUSE Research Network

Mario Favetta

Relationship Manager

FUSE Research Network

Eliana Birn

Vice President, Global Social Strategy & Enablement

Nuveen

Callie Starbuck

Managing Director, Global Brand Marketing

Nuveen

Chris Davis

Managing Director, Head of Investment Communications

Nuveen

THERE’S NO BETTER TIME TO

JOIN THE IMEA!

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.