Welcome to IMEA's Member Newsletter
A NEW WAY TO SAY INFORMED, CONNECTED, AND ENGAGED
What IMEA Offers
PROGRAMS, CONNECTIONS, AND INSIGHTS
IMEA brings together professionals across the investment management industry to learn, connect, and advance together. Through shared learning experiences, candid peer exchange, and practical, forward-looking insights, IMEA supports collective growth at every career stage. Our programs and networks are designed to foster collaboration, elevate industry dialogue, and help members lead the industry forward—together.
Executive Council Program
Participate in peer-driven Councils that address timely industry challenges and opportunities while providing a trusted forum for discussion, idea exchange, and leadership development.
• Distribution Council
• Distribution Intelligence Council
• Internal Sales Desk Council
• Marketing Council
• National Accounts Council
• Product Council
Events
Engage in high-impact events that deliver collaboration found only within the IMEA community. Our programming brings peers and industry leaders together in a candid, trusted environment to explore timely topics, openly share insights, and build meaningful relationships. Whether in-person or virtual, IMEA events foster honest dialogue, practical knowledge exchange, and collective leadership—helping members stay ahead of industry trends.
• Industry Roundtables, Summits, and Webinars
• In-person and virtual programming
• Peer networking and relationship building
• Philanthropic and community-focused initiatives
Exclusive Content & Insights
Access IMEA’s growing library of member-only content, created by and for the IMEA community, including contributions from leading industry consultants and IMEA Partners. Curated to deliver practical, actionable insights, these resources help members stay informed on emerging trends, navigate evolving challenges, and explore innovative strategies—ensuring timely, real-world value for professionals across the industry.
• On-demand event recordings and presentations
• Overall industry thought leadership
• Post-event recaps highlighting discussion themes
Recognition & Career Development
Advance your career and amplify your professional impact through IMEA’s recognition and development opportunities. Membership offers a platform to showcase your expertise, take on leadership roles, and engage meaningfully with peers across the investment management industry. By participating in Councils, events, and initiatives, members can gain visibility, expand networks, and contribute to shaping the future of the industry.
• Leadership opportunities
• Peer connections that support career development
• Influence over IMEA programming and initiatives
2025 Impact & Engagement by the Numbers
A LOOK AT IMEA'S GROWTH, ENGAGEMENT, AND REACH
In 2025, IMEA strengthened its role as a trusted industry forum—uniting members through expanded programming, new live experiences, and record engagement across in-person and virtual events.
These accomplishments reflect the strength of IMEA’s engaged community and its continued commitment to advancing education, collaboration, and leadership across the investment management industry.
Looking Ahead to 2026
ADVANCING INSIGHT, CONNECTION, AND COLLABORATION
Building on the success and momentum of 2025, IMEA has developed plans for an exciting and impactful year ahead.
Through in-person gatherings and curated peer discussions, IMEA’s 2026 calendar focuses on enabling members to stay ahead of change, deepen relationships, and walk away with practical, actionable takeaways.
Distribution Intelligence Summit
The 2026 IMEA Distribution Intelligence Summit brings together senior leaders for candid, peer-driven discussions focused on advancing data-driven distribution strategies across the investment management industry.
Host: Polen Capital | Partner: Broadridge
WHO SHOULD ATTEND
Senior leaders overseeing distribution intelligence, analytics, sales strategy, and sales & marketing enablement.
Distribution Summit
The 2026 IMEA Distribution Summit will gather industry experts in distribution and sales for forward-looking discussions on strategy, evolving business models, and the future of distribution.
Host: T. Rowe Price | Partner: SS&C Technologies
WHO SHOULD ATTEND
Senior distribution leaders, including Heads of Distribution and Sales, and other executives responsible for leading and shaping distribution strategy.
Product Summit
The 2026 IMEA Product Summit will convene senior leaders for in-depth discussions on key emerging trends, challenges, and strategic priorities across the product lifecycle.
Host: Natixis Investment Managers | Partner: Corporate Insight
WHO SHOULD ATTEND
Senior leaders responsible for product strategy, product management, and product development shaping firm-wide product direction.
Internal Sales Desk Summit
The IMEA Internal Sales Desk Summit brings senior leaders together for candid, peer-driven discussion on the evolving role of internal sales amid changing client expectations, data, and distribution models.
Host: Natixis Investment Managers | Partner: Corporate Insight
WHO SHOULD ATTEND
Senior internal sales and sales desk leaders responsible for internal distribution strategy, execution, and leadership.
Dates Announced Soon for These 2026 IMEA Events
• Alternatives Roundtable
• Alumni Group Roundtable
• Boutique Managers Roundtable
• CMO Roundtable
• COO of Distribution Roundtable
• Communications Roundtable (PR & Internal Comms)
• Compliance Roundtable
• Content Management Roundtable
• DCIO / Retirement Roundtable
• Digital Marketing Roundtable
• Divisional Sales Manager Roundtable
• ETFs Roundtable
• Gatekeeper Roundtable
• Institutional Roundtable
• Leadership Planning Meeting
• Models Roundtable
• National Accounts Summit
• National Sales Manager Roundtable
• Marketing Summit
• Marketing Technology / Operations / Sales Enablement Roundtable
• Portfolio Construction Roundtable
• Product Development Roundtable
• Product Marketing Roundtable
IMEA Leadership
INDUSTRY LEADERS GUIDING IMEA'S STRATEGIC DIRECTION IN 2026
IMEA’s Leadership includes its Executive Committee and Steering Committee Chairs representing the organization’s core Councils. The Executive Committee provides strategic direction and oversight, while Steering Committee Chairs lead initiatives across key disciplines—shaping IMEA’s peer exchanges, educational programs, and industry insights. Together, this structure ensures IMEA reflects the needs of its members and provides a trusted forum for collaboration, learning, and informed decision-making.
IMEA EXECUTIVE COMMITTEE
DISTRIBUTION INTELLIGENCE COUNCIL
DISTRIBUTION COUNCIL
INTERNAL SALES DESK COUNCIL
MARKETING COUNCIL
NATIONAL ACCOUNTS COUNCIL
PRODUCT COUNCIL
IMEA Community at a Glance
A LOOK AT THE FIRMS, PARTNERS & PERSPECTIVES SHAPING IMEA
IMEA continues to grow as a collaborative network of investment management professionals and partner organizations, united by a shared commitment to education, peer exchange, and industry leadership.
Together, this diverse community brings a wide range of perspectives and expertise, making IMEA a trusted forum for meaningful dialogue and informed decisions.
In Our Members' Words
HOW IMEA DELIVERS VALUE ACROSS THE
Our members consistently point to the value of IMEA’s peer-driven discussions, practical insights, and collaborative environment.
IMEA offers timely industry insights that support informed decision-making in a rapidly evolving investment environment. Just as important, the peer connections fostered through the organization create a trusted forum for perspective, collaboration, and continuous learning.
-Crystal McClenthen
RBC Global Asset Management
IMEA allows me to stay consistently connected with my peers in the industry—which helps me stay on top of my game!
-Vicki Lester
Columbia Threadneedle Investments
IMEA membership provides us with valuable opportunities to learn about best practices and connect with other asset management marketing professionals on potential solutions to challenges we’re all facing.
-John Jackson
William Blair