Sept 16, 1:30 PM - 5:00 PM | Sept 17, 8:30 AM - 1:00 PM | Boston

Marketing Summit

View Agenda Here
View Attendee List Here

The 2025 IMEA Marketing Summit, hosted by Franklin Templeton on September 16-17, brought together investment management’s leading marketing and communications strategists for two days of networking, expert insights, and actionable takeaways.

Attendees engaged in dynamic discussions on emerging trends, best practices, and the latest strategies shaping investment management marketing.

Agenda highlights included:

  • Six Questions for Every Investment Management Marketer
  • Product Marketing in Investment Management
  • The Challenge of Consistency Across Multiple Communications Channels
  • STAR Awards Show-and-Tell
  • Leveraging Data & Digital Touchpoints
  • Collaborate Breakout Sessions
  • Executive Roundtables

The Summit offered a unique opportunity for senior marketers to exchange ideas, explore solutions to top-of-mind challenges, and strengthen connections across the industry.

 

 
 

PRESENTERS

Lilliam Di Giacomo

Head of Investments Marketing, North America

BNY

Suzanne Lieb

Head of North America Marketing

Columbia Threadneedle Invesetments

Michael Cogburn

Director, Strategic Relationship Marketing

Franklin Templeton

Tom Koch

Director, U.S. Investment Marketing

Franklin Templeton

Anu Heda

Partner

Naissance

Jim Cove

Treasurer | Executive Vice President, Head of U.S. Marketing

Natives Investment Managers

Jay Wightman

Senior Vice President, Head of Digital Marketing

Natixis Investment Managers

Eric Pierni

Director, Digital Marketing

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

Kristin Ganong

Chief Marketing Officer

Russell Investments

Mark LaVoie

Managing Director, Global Head of Public Relations

State Street

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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.

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