BEGIN:VCALENDAR
VERSION:2.0
PRODID:-//IMEA | Investment Management Education Alliance - ECPv6.18.0//NONSGML v1.0//EN
CALSCALE:GREGORIAN
METHOD:PUBLISH
X-WR-CALNAME:IMEA | Investment Management Education Alliance
X-ORIGINAL-URL:https://imeaconnect.com
X-WR-CALDESC:Events for IMEA | Investment Management Education Alliance
REFRESH-INTERVAL;VALUE=DURATION:PT1H
X-Robots-Tag:noindex
X-PUBLISHED-TTL:PT1H
BEGIN:VTIMEZONE
TZID:America/New_York
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20250309T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20251102T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20260308T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20261101T060000
END:STANDARD
BEGIN:DAYLIGHT
TZOFFSETFROM:-0500
TZOFFSETTO:-0400
TZNAME:EDT
DTSTART:20270314T070000
END:DAYLIGHT
BEGIN:STANDARD
TZOFFSETFROM:-0400
TZOFFSETTO:-0500
TZNAME:EST
DTSTART:20271107T060000
END:STANDARD
END:VTIMEZONE
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20261014T090000
DTEND;TZID=America/New_York:20261014T160000
DTSTAMP:20261015T132852Z
CREATED:20260427T204558Z
LAST-MODIFIED:20261015T132852Z
UID:10836-1791968400-1791993600@imeaconnect.com
SUMMARY:Portfolio Construction Roundtable
DESCRIPTION:Thank you to everyone who joined the 2026 IMEA Portfolio Construction Roundtable\, hosted by T. Rowe Price and supported by event sponsor Jacobi Strategies. \nThe Roundtable brought together senior portfolio construction leaders for candid\, peer-driven discussions on the evolving trends\, tools\, and strategies shaping modern portfolio design. Participants exchanged perspectives on navigating shifting markets\, expanding investment opportunities\, and meeting growing demand for personalized\, outcome-oriented client solutions. \nKey Discussion Topics\nThroughout the day\, attendees shared experiences and practical insights on key priorities shaping portfolio construction\, including: \n\nEvolving asset allocation strategies amid changing market conditions\nIntegrating public and private markets into portfolio solutions\nLeveraging analytics and technology to enhance portfolio design\nBalancing customization\, scalability\, and client outcomes\nNavigating emerging challenges and opportunities in portfolio implementation\n\nThe interactive discussions provided an opportunity for industry peers to benchmark approaches\, exchange ideas\, and explore strategies to strengthen portfolio construction capabilities and deliver greater client value. \nNetworking Dinner | Tuesday\, October 13 | Hosted by Jacobi Strategies\nAttendees kicked off the Roundtable with a networking dinner hosted by Jacobi Strategies. The evening provided an opportunity to connect with industry peers\, exchange perspectives\, and build relationships ahead of the following day’s discussions. \nThank You\nIMEA extends its appreciation to T. Rowe Price for hosting\, Jacobi Strategies for its sponsorship and support\, and all participants who contributed to the thoughtful discussions and valuable peer exchange. Members can explore the event agenda\, presentation materials\, and additional resources below to revisit key topics and insights from the Roundtable.
URL:https://imeaconnect.com/event/portfolio-construction-roundtable-2026/
ATTACH;FMTTYPE=image/jpeg:https://imeaconnect.com/wp-content/uploads/2026/04/2026-Portfolio-Construction-Roundtable-scaled.jpg
END:VEVENT
END:VCALENDAR