Portfolio construction continues to evolve as asset managers respond to shifting markets, expanding product sets, and growing demand for more personalized, outcome-oriented solutions. The 2026 IMEA Portfolio Construction Roundtable, hosted by T. Rowe Price and supported by event sponsor Jacobi Strategies, will bring together senior leaders for candid, peer-driven dialogue on the trends, tools, and strategies shaping modern portfolio design.
What You Can Expect
Through an interactive roundtable format, participants will engage in focused discussions on the key portfolio construction themes, including asset allocation, the integration of public and private markets, and the growing role of analytics and technology in shaping client solutions.
This trusted forum is designed to foster open dialogue, shared experiences, and practical insights among leaders shaping portfolio strategy and implementation.
Why Attend
As portfolio construction becomes more dynamic and central to delivering client value, this Roundtable offers a valuable opportunity to:
- Connect with peers tackling similar challenges
- Exchange perspectives in a candid, off-the-record setting
- Explore how firms are integrating new asset classes and tools
- Gain insights to inform portfolio strategy and client solutionS
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
Extend the Conversation: Models Roundtable | October 15 | 8:30 AM – 1:00 PM
Continue the conversation on October 15 at IMEA’s Models Roundtable, also hosted by T. Rowe Price. Building on the intersection of Portfolio Construction and model-based solutions, the Models Roundtable will explore client preferences, distribution strategy, customization, custom models, and the evolving morel marketplace
2026 IMEA Models Roundtable
We encourage you to register early to secure your spot.
