Model portfolios are rapidly reshaping how investment strategies are packaged, delivered, and scaled across the industry. As adoption accelerates, firms are navigating new complexities around customization, platform dynamics, distribution models, and advisor engagement. The 2026 IMEA Models Roundtable, hosted by T. Rowe Price, will bring together senior leaders for candid, peer-driven dialogue on the evolving role of models and their impact across the investment ecosystem.
Models Roundtable attendees will kick off the conversation on October 14 at 2:00 PM with a joint session alongside Portfolio Construction Roundtable attendees, bringing both groups together to explore the evolving connection between portfolio construction and model-based solutions.
Joint Session | Portfolio Construction & Models Roundtables
October 14 | 2:00 PM
Evolving from Transactional to Ongoing Relationships
The joint discussion will explore:
- PCS & Custom Models Transition
- Parent-Child Technology Relationships
- Team Handoff Process
What You Can Expect
Through an interactive roundtable format, participants will engage in focused discussions on the key considerations driving model adoption and usage, spanning platform relationships, distribution strategy, implementation approaches, and the evolving role of models in advisor portfolios.
This forum is designed to foster open dialogue and practical insight-sharing among leaders responsible for model development, delivery, and adoption.
Why Attend
As models become a central component of how firms scale investment strategies and engage advisors, this Roundtable offers a valuable opportunity to:
- Connect with peers navigating the model marketplace
- Exchange perspectives in a candid, off-the-record setting
- Explore how firms are adapting model design and distribution approaches
- Gain insights to support model implementation and advisor engagement
Networking Dinner | Tuesday, October 13, 6-9 PM ET | Hosted by Jacobi Strategies
Start your Portfolio Construction Roundtable experience by joining colleagues for a networking dinner hosted by Jacobi Strategies. This informal gathering offers an opportunity to connect with fellow attendees, share perspectives, and establish meaningful relationships before the day’s discussions begin.
Ruxton | 720 Aliceanna St. | Baltimore, MD 21202
Cocktail Reception | Wednesday, October 14 | 5-6 PM ET
Join fellow Models Roundtable attendees for a pre-event cocktail reception designed to foster meaningful conversations and new connections before the Roundtable begins. It’s the perfect opportunity to meet industry peers, exchange ideas, and set the stage for productive discussions the following day.
Location: To Be Announced
Start the Conversation Early: Portfolio Construction Roundtable | October 14 | 9 AM – 4 PM
Join IMEA’s Portfolio Construction Roundtable the day before the Models Roundtable on October 14. Also hosted by T. Rowe Price, the Roundtable will explore AI in portfolio construction, private and alternative investments, measuring impact, and the evolving connection between portfolio construction and model-based solutions.
2026 IMEA Portfolio Construction Roundtable
We encourage you to register early to secure your spot.
