Generated for LLMs, this llms.txt file helps LLMs better understand and index this website. # IMEA | Investment Management Education Alliance ## Sitemaps [XML Sitemap](https://imeaconnect.com/sitemap_index.xml): Includes all crawlable and indexable pages. ## Pages - [2026 CMO Roundtable | Post-Event Survey](https://imeaconnect.com/2026-cmo-roundtable-post-event-survey/) - [2026 Internal Sales Desk Summit | Post-Event Survey](https://imeaconnect.com/2026-internal-sales-desk-summit-post-event-survey/) - [2026 Product Summit | Post-Event Survey](https://imeaconnect.com/2026-product-summit-post-event-survey/) - [2026 Alternatives Roundtable | Post-Event Survey](https://imeaconnect.com/2026-alternatives-roundtable-post-event-survey/) - [2026 Distribution Summit | Post-Event Survey](https://imeaconnect.com/2026-distribution-summit-post-event-survey/) - [IMEA Charitable Giving & Community Impact](https://imeaconnect.com/imea-charitable-giving-community-impact/): Giving Back Through Education, Opportunity, and Community ImpactSupporting organizations that advance financial literacy, career pathways, and critical community services. At IMEA, our commitment to advancing the asset management industry extends beyond education and collaboration—it includes giving back to the communities... - [2026 Distribution Intelligence Summit | Post-Event Survey](https://imeaconnect.com/2026-distribution-intelligence-summit-post-event-survey/) - [IMEA Member Newsletter, Q1 2026](https://imeaconnect.com/imea-member-newsletter-q1-2026/): 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,... - [2026 IMEA Ballot](https://imeaconnect.com/2026-imea-ballot/) - [2025 IMEA Executive Committee Assessment of FUSE](https://imeaconnect.com/2025-imea-executive-committee-assessment-of-fuse/) - [2025 IMEA Member Survey](https://imeaconnect.com/2025-imea-member-survey/) - [IMEA Executive Committee Assessment of FUSE](https://imeaconnect.com/imea-executive-committee-assessment-of-fuse/) - [Get Involved with IMEA](https://imeaconnect.com/get-involved-with-imea/) - [Help Grow the IMEA Community – Newsletter Form](https://imeaconnect.com/help-grow-the-imea-community-newsletter-form/) - [2024 IMEA Member Survey](https://imeaconnect.com/2024-imea-member-survey/) - [2025 Institutional Roundtable | Post-Event Survey](https://imeaconnect.com/2025-institutional-roundtable-post-event-survey/): Thank you for joining us at the IMEA's inaugural Institutional Roundtable, hosted by Nasdaq eVestment and sponsored by Synfinii, in New York on November 18. We hope you found the conversations insightful, engaging, and full of practical takeaways.At IMEA, we... - [2025 Leadership Summit | Post-Event Survey](https://imeaconnect.com/2025-leadership-summit-post-event-survey/): Thank you for joining us at the 2025 Leadership Summit, hosted by Invesco and supported by Leadership Partner Alpha FMC, in New York on October 28-29. We hope the event offered meaningful insights, valuable dialogue, and practical takeawaysAt IMEA, we... - [2025 Digital Marketing Roundtable | Post-Event Survey](https://imeaconnect.com/2025-digital-marketing-roundtable-post-event-survey/): Thank you for joining us at the 2025 Digital Marketing Roundtable, hosted by Diamond Hill and sponsored by Broadridge, in Columbus on November 5. We hope you found the event insightful, engaging, and full of practical takeaways.At IMEA, we continually... - [2025 Portfolio Construction Roundtable + Models Roundtable | Post-Event Survey](https://imeaconnect.com/2025-portfolio-construction-roundtable-models-roundtable-post-event-survey/): Thank you for joining us at the Portfolio Construction and Models Roundtables, hosted by T. Rowe Price, in Baltimore, September 24-25. We hope the events offered meaningful insights, valuable dialogue, and practical takeawaysAt IMEA, we are committed to continually enhancing the experiences... - [IMEA Member Survey: Data, Content & Marketing Operations](https://imeaconnect.com/imea-member-survey-data-content-marketing-operations/): IMEA, in partnership with Synthesis Technology, invites you to contribute your perspective in this short survey. We want to better understand how firms are managing data, content, and marketing operations.Your feedback will directly inform future IMEA Council discussions and upcoming... - [2025 Marketing Summit | Post-Event Survey](https://imeaconnect.com/2025-marketing-summit-post-event-survey/): Thank you for joining us at the 2025 Marketing Summit, hosted by Franklin Templeton, in Boston on September 16-17. We hope the event offered meaningful insights, valuable dialogue, and practical takeawaysAt IMEA, we are committed to continually enhancing the experiences... - [2025 STAR Awards Winners](https://imeaconnect.com/star-awards/2025-star-awards-winners/) - [2025 STAR | Product Innovation Evaluation](https://imeaconnect.com/2025-star-product-innovation-evaluation-2/) - [2025 STAR | Marketing Team of the Year Evaluation](https://imeaconnect.com/2025-star-marketing-team-of-the-year-evaluation/) - [2025 STAR | Community Investment Evaluation](https://imeaconnect.com/2025-star-community-investment-evaluation/) - [2025 STAR | Sales Enablement Team of the Year Evaluation](https://imeaconnect.com/2025-star-sales-enablement-team-of-the-year-evaluation/) - [2025 STAR Awards | Community Investment Leadership Category](https://imeaconnect.com/2025-star-awards-community-investment-leadership-category/): Community Investment | Leadership Award 2025 STAR Awards Judging Evaluations Evaluation Instructions: We appreciate the time and expertise you're dedicating to the important process of judging the 2025 IMEA STAR Awards. To access full details for entry submissions, please click... - [2024 STAR – Marketing Innovation Finalist Ranking](https://imeaconnect.com/2024-star-marketing-innovation-finalist-ranking/) - [Red Oak / 4U Survey](https://imeaconnect.com/red-oak-4u-survey/) - [2025 CMO Roundtable | Post-Event + Red Oak Survey](https://imeaconnect.com/2025-cmo-roundtable-post-event-red-oak-survey/): Thank you for joining us at the 2025 CMO Roundtable, hosted by Columbia Threadneedle, in Boston on May 14. We hope the event offered meaningful insights, valuable dialogue, and practical takeawaysAt IMEA, we are committed to continually enhancing the experiences... - [2025 Internal Sales Desk Summit | Post-Event Survey](https://imeaconnect.com/2025-internal-sales-desk-summit-post-event-survey/): Thank you for joining us at the 2025 Internal Sales Desk Summit, hosted by BNY in New York on June 5. We hope the event offered meaningful insights, valuable dialogue, and practical takeawaysAt IMEA, we are committed to continually enhancing... - [2025 National Accounts Council Roundtable | Post-Event Survey](https://imeaconnect.com/2025-national-accounts-council-roundtable-post-event-survey/): Thank you for joining us at the 2025 National Accounts Summit, hosted by Federated Hermes  and sponsored by TIFIN AMP, in New York on May 20. We hope the event offered meaningful insights, valuable dialogue, and practical takeawaysAt IMEA, we... - [Thank you](https://imeaconnect.com/thank-you/): THANK YOU Thank you for joining IMEA | Investment Management Education Alliance. Your MEMBER membership status is currently: PendingWe’re reviewing your registration and you will be notified you once your membership has been approved.Below are the details of your membership account for your records.If you have any questions, please don’t hesitate to contact a member of the IMEA team.We believe that collaboration is key to... - [2025 STAR Awards Entry Form](https://imeaconnect.com/2025-star-awards-entry-form/) - [2026 STAR Awards](https://imeaconnect.com/star-awards/): THE 2026 PROGRAM An Expanded Industry Benchmark We're excited to have the STAR Awards enter a transformative new chapter in 2026 through a strategic partnership between the Investment Management Education Alliance (IMEA) and the Financial Times.For nearly 30 years, the... - [About STAR Awards](https://imeaconnect.com/star-awards/about/): ABOUT STAR AWARDS For nearly 30 years, the IMEA STAR Awards have served as a premier benchmark of excellence in investment management communications, education, innovation, and community engagement. Founded by the Investment Management Education Alliance (IMEA), the program was created... - [Legal Information](https://imeaconnect.com/legal-information/): Legal Information Investment Management Education Alliance The Investment Management Education Alliance is a trade association committed to investment education and does not allow any agent, employee or representative to personally solicit any investment or accept any monies to be invested... - [Privacy Statement](https://imeaconnect.com/privacy-statement/): Privacy Statement Investment Management Education Alliance IMEAConnect.com is the web site of the Investment Management Education Alliance, a not-for-profit trade association of the investment management industry. The IMEA’s members are America’s leading investment management firms who support our goal of... - [IMEA Careers](https://imeaconnect.com/careers/): IMEA CAREER CONNECT Career Opportunities at IMEA Member Firms – A Curated Listing of Open Roles Across All Business Areas. FILTERS FILTERS This content is restricted - [Board of Governors](https://imeaconnect.com/board-of-governors/): Board of Governors The leadership of the IMEA is comprised of the overall executive leadership, the Executive Committee, and the leaders within the IMEA’s highly-respected Executive Council Program. The Executive Committee is elected annually by the Board of Governors of... - [About IMEA](https://imeaconnect.com/about-imea/): about imea The Investment Management Education Alliance (IMEA) is the premier national trade association dedicated to advancing the asset management industry through education, collaboration, and innovation. Since 1971, IMEA has been a trusted resource for leading investment management firms, providing... - [Program Benefits](https://imeaconnect.com/star-awards/why-enter/): WHY PARTICIPATE Participation in the Asset Management STAR Awards provides firms with a powerful opportunity to showcase impactful work, gain industry-wide visibility, and benchmark initiatives against peers across the investment management industry. RECOGNITION Recipients receive formal recognition through IMEA and... - [Join](https://imeaconnect.com/join/): JOIN For more than 50 years, the Investment Management Education Alliance (IMEA) has been dedicated to advancing the asset management industry through education, collaboration, and innovation. IMEA provides a platform for industry professionals to connect, exchange ideas, and stay informed... - [Judging Process](https://imeaconnect.com/star-awards/judging-process/): JUDGING PROCESS | ADVISOR, INVESTOR AND EDUCATION AWARDS One award will be presented in three asset levels, based on total AUM. Entries will be judged by a panel of investment management leaders with expertise in marketing, communications, digital platforms, user... - [STAR Awards FAQ](https://imeaconnect.com/star-awards/faq/): FREQUENTLY ASKED QUESTIONS Can I enter materials from previous years? Unless otherwise stated in the entry description, materials from previous years can be entered if they have not previously won a STAR Award. Can I enter materials used outside the... - [Awards Categories](https://imeaconnect.com/awards-categories/): ADVISOR AWARDS Submit 6 (max) examples in the chosen area of advisor content and engagement. Examples may include blog posts, emails, articles, videos, podcasts, websites, tools, apps, collateral and more. ADVISOR CONTENT | INVESTMENT THOUGHT LEADERSHIP Non-sales related content that... - [Category Information](https://imeaconnect.com/star-awards/award-categories/): ADVISOR AWARDS Submit 6 (max) examples in the chosen area of advisor content and engagement. Examples may include blog posts, emails, articles, videos, podcasts, websites, tools, apps, collateral and more. ADVISOR CONTENT | INVESTMENT THOUGHT LEADERSHIP Non-sales related content that... - [2024 STAR Awards Winners](https://imeaconnect.com/star-awards/star-award-winners/) - [Register](https://imeaconnect.com/imea2-register/): REGISTER IMEAConnect.com content is available to only IMEA registered members. Once your application has been approved, register below to gain access to the members area of the website.If you are interested in becoming a member, please contact IMEA.[pmpro_checkout] - [Events](https://imeaconnect.com/event-directory/): EVENTS UPCOMING 2026 EVENTS The Investment Management Education Alliance (IMEA) is excited to announce a dynamic lineup of events for 2026, designed to foster professional development, networking, and knowledge-sharing within the investment management industry. From annual summits to member-only webinars... ## Jobs - [VP, Regional Wealth Management Consultant](https://imeaconnect.com/job/vp-regional-wealth-management-consultant/): About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private... - [Asset-Backed Securities Analyst/Trader](https://imeaconnect.com/job/asset-backed-securities-analyst-trader/): About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private... - [Quantitative Analyst](https://imeaconnect.com/job/quantitative-analyst/): About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private... - [Financial Reporting Manager](https://imeaconnect.com/job/financial-reporting-manager/): About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private... - [Data Governance Analyst](https://imeaconnect.com/job/data-governance-analyst/): About Us American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private... - [Senior Data Governance Analyst](https://imeaconnect.com/job/senior-data-governance-analyst/): About Us American Century Investments is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private... - [Research Associate – Apollo Thematic Investing](https://imeaconnect.com/job/research-associate-apollo-thematic-investing/): Position Overview Apollo is seeking a highly analytical and intellectually curious Research Associate to join the Apollo Thematic Investing (ATI) team. ATI is a cross-platform research and insights function designed to sharpen Apollo’s investment edge across asset classes and strategies.... - [Associate, COO – Industry Research](https://imeaconnect.com/job/associate-coo-industry-research/): Position Overview We are seeking a strong business strategy candidate to join the Corporate Credit COO team in New York. This role directly supports the COO of Research and Investment Grade, with responsibility spanning IG and Performing Credit research, the... - [Director, Business Manager – Global Quantitative Analytics](https://imeaconnect.com/job/director-business-manager-global-quantitative-analytics/): Position Overview At Apollo, we are building something rare: a firm where extraordinary people can do the best work of their careers and build whole careers here. We play to win, we operate with no walls, and we are uncompromising... - [Product Control Associate – Apollo Asset Backed Finance Strategies](https://imeaconnect.com/job/product-control-associate-apollo-asset-backed-finance-strategies/): Position Overview Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on... - [Associate Product Manager, Credit Technology](https://imeaconnect.com/job/associate-product-manager-credit-technology/): Position Overview We are seeking a driven and technically fluent Associate to contribute to the delivery of Apollo's Credit & Insurance technology strategy. Sitting within Credit COO, the Associate will work closely with senior Product Managers and business stakeholders to... - [Lead Application Security Engineer](https://imeaconnect.com/job/lead-application-security-engineer/): Position Overview At Apollo, we’re a global team of alternative investment managers passionate about delivering uncommon value to our investors and shareholders. With over 30 years of proven expertise across Private Equity, Credit and Real Estate, regions and industries, we’re... - [Vice President, Data Management and Quantitative Analysis](https://imeaconnect.com/job/vice-president-data-management-and-quantitative-analysis/): Job Description XBK, LLC seeks Vice President, Data Management and Quantitative Analysis I in Boston, MA, to work with internal and external datasets and client reference data and participate in the development of statistical, financial and/or econometric models for analyzing... - [Editorial Director](https://imeaconnect.com/job/editorial-director/): Position Overview Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on... - [Apollo Aligned Alternatives – Product Management, Analyst](https://imeaconnect.com/job/apollo-aligned-alternatives-product-management-analyst/): Position Overview Apollo is looking to add a member to its Product Management Team focused on Apollo Aligned Alternatives (“AAA”). AAA is Apollo’s flagship ~$27bn evergreen diversified private markets strategy, providing institutional and wealth investors access to a diversified portfolio... - [Vice President, POM Product Management](https://imeaconnect.com/job/vice-president-pom-product-management/): Job Description We’re seeking a future team member for the role of Vice President, POM Product Owner, to join our BNY Payments Enablement Enterprise Platform team. This role is located in Pittsburgh, PA In this role, you’ll make an impact... - [Senior Specialist, Client Reporting/Performance](https://imeaconnect.com/job/senior-specialist-client-reporting-performance/): Job Description Senior Specialist, Client Reporting/Performance At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence... - [Director, Client Operations Manager](https://imeaconnect.com/job/director-client-operations-manager/): Job Description At BNY, our culture allows us to run our company better and enables employees’ growth and success. As a leading global financial services company at the heart of the global financial system, we influence nearly 20% of the... - [Product Marketing Manager](https://imeaconnect.com/job/product-marketing-manager/): Description About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all... - [VP Consultant Relation Sales](https://imeaconnect.com/job/vp-consultant-relation-sales/): Description About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all... - [Channel Marketing Manager – Intermediary and RIA](https://imeaconnect.com/job/channel-marketing-manager-intermediary-and-ria/): Description About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all... - [VP Consultant Relation Sales](https://imeaconnect.com/job/vp-consultant-relation-sales-2/): Description About Calamos Calamos is a diversified, global asset and wealth management firm offering a wide range of innovative investment strategies. As one of the top liquid alternative asset managers in the world, Calamos maintains dedicated investment teams across all... - [Performance Analytics Marketing Manager](https://imeaconnect.com/job/performance-analytics-marketing-manager/): About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people... - [Director of Product Governance](https://imeaconnect.com/job/director-of-product-governance/): About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people... - [Senior Platform Engineer](https://imeaconnect.com/job/senior-platform-engineer/): What You'll Do Architect & Innovate — Design, develop, and optimize sophisticated cloud infrastructure automation on AWS, pushing the boundaries of what Infrastructure as Code can achieve across the enterprise. Infuse AI into Infrastructure — Leverage AI and machine learning... - [Quantitative Equity Analyst](https://imeaconnect.com/job/quantitative-equity-analyst/): About Our Company Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses. We're intentionally built to help you succeed. Our reach is expansive with a Columbia Threadneedle Investments global team of 2,300 people... - [Financial Institutions Director](https://imeaconnect.com/job/financial-institutions-director/): At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to... - [Compliance Director, Digital Assets](https://imeaconnect.com/job/compliance-director-digital-assets/): At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to... - [Quantitative Developer](https://imeaconnect.com/job/quantitative-developer/): At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress... - [AI/ML Lead Engineer](https://imeaconnect.com/job/ai-ml-lead-engineer/): About the department Franklin Templeton is seeking an AI/ML Lead Engineer to design and implement agents for financial advisors that simplifies advisor work, leveraging client data and portfolio performance. Ideal candidates will generate insights for individual portfolios and across an... - [Manager-Investment Compliance](https://imeaconnect.com/job/manager-investment-compliance/): About the Department The U.S. Investment Compliance team ensures portfolios meet investment guidelines, regulatory requirements, and internal policies across registered funds and separate accounts. The team partners closely with Investment Management, Legal, Operations, and Technology to maintain a strong control... - [Senior Retirement Plan Director](https://imeaconnect.com/job/senior-retirement-plan-director/): At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress... - [GBM – Public, Sales, Associate – San Francisco](https://imeaconnect.com/job/gbm-public-sales-associate-san-francisco/): The Institutional Equity Sales desk specializes in the sale of equity securities both in the US and internationally. The desk’s institutional account base consists of hedge funds, mutual funds, and pension funds based primarily in the US. Salespeople are responsible... - [Asset & Wealth Management, Client Solutions Group, Retail Insurance – Regional Consultant, Associate – Chicago](https://imeaconnect.com/job/asset-wealth-management-client-solutions-group-retail-insurance-regional-consultant-associate-chicago/): Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading Asset Managers... - [Strategic Relationship Marketing Director](https://imeaconnect.com/job/strategic-relationship-marketing-director/): Franklin Templeton is a leading asset management firm with a 75-year history of innovation and a commitment to being a trusted partner for our clients. Our brand is built on reliability, expertise and forward-thinking solutions. The US Marketing organization is... - [Executive Office, Corporate Reputation Marketing, Vice President](https://imeaconnect.com/job/executive-office-corporate-reputation-marketing-vice-president/): The Executive Office plays an integral role in setting and advancing Goldman Sachs’ corporate strategy, and in preserving the firm’s distinctive culture. We are responsible for safeguarding the firm’s relationship with alumni, clients, shareholders, policymakers, and the broader public, while... - [Asset & Wealth Management, Marketing, Digital Strategy & Web Management, Associate](https://imeaconnect.com/job/asset-wealth-management-marketing-digital-strategy-web-management-associate/): Goldman Sachs Asset & Wealth Management A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own. As part of one of the world’s leading... - [Asset & Wealth Management, Product Management, Vice President – New York](https://imeaconnect.com/job/asset-wealth-management-product-management-vice-president-new-york/): Your Impact As a Product Manager, you will be responsible for helping modernize and reinvent the Wealth Management digital platform.  You will join a team of creative and driven product managers to help build digital solutions to empower the client... - [Asset & Wealth Management, Urban Investment Group, Head of Asset Management, Vice President – Dallas](https://imeaconnect.com/job/asset-wealth-management-urban-investment-group-head-of-asset-management-vice-president-dallas/): Goldman Sachs Bank USA seeks a Head of Asset Management in Dallas, TX to join the Urban Investment Group (UIG) Asset & Wealth Management team within Real Estate. Established in 2001, the Urban Investment Group (UIG) within Goldman Sachs Asset... - [Market Leader](https://imeaconnect.com/job/market-leader/): About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies... - [Sr Mgr., Client Research & Insights](https://imeaconnect.com/job/sr-mgr-client-research-insights/): About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies... - [Supplier Management Analyst](https://imeaconnect.com/job/supplier-management-analyst/): About Invesco As one of the world’s leading independent global investment firms, Invesco is dedicated to rethinking possibilities for our clients. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies... - [Senior Engineer, Investment Technology](https://imeaconnect.com/job/senior-engineer-investment-technology/): Job Description About the Role: As a Senior Engineer on the Investment Technology team, you will play important role in building and supporting internal technology platforms and enterprise services. You’ll participate in cross-functional initiatives, work closely with other engineering team... - [Director, Consultant Relations](https://imeaconnect.com/job/director-consultant-relations/): Job Description The role: Our Institutional Consultant Relations Team is looking for a Director, Consultant Relations to partner with the team of Managing Directors, Consultant Relations in executing our strategic plan with investment consultants.  The role entails a critical focus... - [Global Head of Enterprise Technology Services](https://imeaconnect.com/job/global-head-of-enterprise-technology-services/): Job Description About the Team: At Invesco, our Technology organization is focused on enabling scalable growth, regulatory integrity, and innovation through strong architectural and data foundations. This team operates at the center of the enterprise, partnering closely with Technology Engineering... - [Sr ETF Specialist](https://imeaconnect.com/job/sr-etf-specialist/): Job Description About the role: Invesco is seeking a Senior ETF Specialist to join its client-facing ETF team within a global asset manager overseeing $1.7T in assets, including 225+ U.S.-listed ETFs with over $500B in AUM. The platform is known... - [Associate Analyst – Quantitative Solutions](https://imeaconnect.com/job/associate-analyst-quantitative-solutions/): Your opportunity The Associate Analyst will support the Quant Solutions franchise by partnering closely with Portfolio Managers and senior investment professionals in the design, analysis, implementation, and ongoing enhancement of quantitative investment strategies and solutions. The role combines rigorous quantitative... - [Product Manager Growth Equities](https://imeaconnect.com/job/product-manager-growth-equities/): Job Description About the Role: Invesco is seeking a Product Manager to support a range of investment strategies within its Fundamental Equities franchise, part of the Americas Product Management team. The platform manages $281B in assets with 110+ professionals across... - [AI Transformation Specialist](https://imeaconnect.com/job/ai-transformation-specialist/): Job Description The Role The AI Transformation Specialist is a strategic, hands-on role focused on re-engineering how work gets done across the Global Investor Engagement Organization by combining process excellence, automation, and applied AI expertise. This role sits at the... - [Client & Product Implementation Project Manager](https://imeaconnect.com/job/client-product-implementation-project-manager/): Your opportunity  Partner with the Product team on new products/lines of business. Ensure understanding of operational requirements in order to facilitate setup with internal/external partners Facilitate various product launches - ETFs, ’40 Act mutual funds, commingled pools, CIT (Collective Investment... ## Press - [Corporate Insight: Advisor Product Preferences and Behaviors (2025 Survey Report)](https://imeaconnect.com/press/corporate-insight-advisor-product-preferences-and-behaviors/) - [IMEA Member Newsletter | Q2, 2026](https://imeaconnect.com/press/imea-member-newsletter-q2-2026/) - [IMEA Expands Charitable Giving in 2025, Increasing Donations to $80,000 in Support of Financial Education and Community Impact](https://imeaconnect.com/press/imea-expands-charitable-giving-in-2025-increasing-donations-to-80000-in-support-of-financial-education-and-community-impact/) - [IMEA Welcomes New Member Firms and Expanded Member Events](https://imeaconnect.com/press/imea-welcomes-new-member-firms-and-expanded-member-events/) - [IMEA Announces 2026 Leadership](https://imeaconnect.com/press/imea-announces-2026-leadership/) - [IMEA Member Newsletter | Q1, 2026](https://imeaconnect.com/press/imea-member-newsletter-q1-2026/) - [IMEA Announces 2025 Lifetime Achievement Award Recipient](https://imeaconnect.com/press/imea-announces-2025-lifetime-achievement-award-recipient/) - [Seismic Research Report: Harvard Business Review Analytic Services: Accelerating Growth Through Revenue Enablement](https://imeaconnect.com/press/seismic-research-report-harvard-business-review-analytic-services-accelerating-growth-through-revenue-enablement/) - [IMEA Honors Top Marketing and Innovation Leaders at 2025 STAR Awards Celebration](https://imeaconnect.com/press/imea-honors-top-marketing-and-innovation-leaders-at-2025-star-awards-celebration/) - [IMEA Announces Finalists for 2025 STAR Awards Community Investment Award](https://imeaconnect.com/press/imea-announces-finalists-for-2025-star-awards-community-investment-award/) - [Broadridge Whitepaper – Active ETFs: Achieving Escape Velocity](https://imeaconnect.com/press/broadridge-whitepaper-active-etfs-achieving-escape-velocity/) - [IMEA STAR Awards Open for 2025 Entries](https://imeaconnect.com/press/imea-star-awards-open-for-2025-entries/) - [IMEA Announces New Leadership](https://imeaconnect.com/press/imea-announces-new-leadership/): The Investment Management Education Alliance (IMEA) has unveiled new additions to its leadership team, including Jim Cove as the new Executive Committee Chair. Cove, Executive Vice President of U.S. Marketing at Natixis Investment Managers, previously served as Vice President of... - [IMEA Introduces Two Executive Councils, Debuts First Philanthropic Day and Hosts Leadership and Marketing Summits at Fall Events](https://imeaconnect.com/press/imea-introduces-two-executive-councils-debuts-first-philanthropic-day-and-hosts-leadership-and-marketing-summits-at-fall-events/): The Investment Management Education Alliance (IMEA) Fall Events Line-Up, hosted by Invesco in New York on October 22-24, featured a dynamic lineup of annual summits, new events, the 2024 STAR Awards Celebration and the organization’s first-ever Philanthropic Day. - [IMEA Announces 2024 STAR Awards Winners](https://imeaconnect.com/press/imea-announces-2024-star-awards-winners/): The Investment Management Education Alliance (IMEA) celebrated the 2024 STAR Award winners during its annual Awards Celebration held at Invesco’s offices in New York on October 23rd. The STAR Awards honor investment management firms for their exceptional contributions to marketing,... - [IMEA STAR Awards Open for Entries](https://imeaconnect.com/press/imea-star-awards-open-for-entries/): The 2024 IMEA STAR Awards program is now accepting entries, highlighting new categories that celebrate product innovation, marketing and sales enablement teams, and emerging industry leaders. For nearly three decades, the program has honored excellence in investment management education, communications,... - [IMEA Team Doubles in Size to Support Increased Programs and Engagement](https://imeaconnect.com/press/imea-team-doubles-in-size-to-support-increased-programs-and-engagement/): The Investment Management Education Alliance (IMEA) is pleased to announce the addition of Kelcee Allen as Marketing Manager and Deb Wetherbee as Senior Business Development Director. - [IMEA Announces Plans for Enhancing Value to Members](https://imeaconnect.com/press/imea-announces-plans-for-enhancing-value-to-members/): The IMEA, a prominent trade group for the investment management industry, is excited to announce that effective July 1, 2023 management of the association will transition to FUSE Research Network LLC. As part of a broader plan to enhance the... - [IMEA Strengthens Leadership Team](https://imeaconnect.com/press/imea-strengthens-leadership-team/): IMEA members have elected 2024 leadership to include Annie Brown, Head of Broker/Dealer Distribution at T. Rowe Price who joins the Executive Committee. The organization’s leadership consists of the five-person Executive Committee and the five Chairs of IMEA’s highly-respected Executive... ## Leadership & Council - [Glen Casey](https://imeaconnect.com/leadership_i/glen-casey-2/) - [Donald Sanya](https://imeaconnect.com/leadership_i/donald-sanya/) - [Graham Brewster](https://imeaconnect.com/leadership_i/graham-brewster/) - [Chris Ivezic](https://imeaconnect.com/leadership_i/chris-ivezic/) - [Scott Davis](https://imeaconnect.com/leadership_i/scott-davis/) - [Pete Thatch](https://imeaconnect.com/leadership_i/pete-thatch/) - [Jose Cazanova](https://imeaconnect.com/leadership_i/jose-cazanova/) - [Sandeep Bhasin](https://imeaconnect.com/leadership_i/sandeep-bhasin/) - [Anthony Denmeade](https://imeaconnect.com/leadership_i/anthony-denmeade/) - [Keitha Kinne](https://imeaconnect.com/leadership_i/keitha-kinne/) - [Ed Nini](https://imeaconnect.com/leadership_i/ed-nini/) - [Jessica Fernandez](https://imeaconnect.com/leadership_i/jessica-fernandez/) - [Noel Archard](https://imeaconnect.com/leadership_i/noel-archard/) - [Michael Capella](https://imeaconnect.com/leadership_i/michael-capella/) - [Christopher Goff](https://imeaconnect.com/leadership_i/christopher-goff/) - [Wayne Choi](https://imeaconnect.com/leadership_i/wayne-choi/) - [Suzanne Lieb](https://imeaconnect.com/leadership_i/suzanne-lieb/) - [Izzi Kornfeld](https://imeaconnect.com/leadership_i/izzi-kornfeld/) - [Kevin Reda](https://imeaconnect.com/leadership_i/kevin-reda/) - [Michelle Liller](https://imeaconnect.com/leadership_i/michelle-liller/) - [James McDonnell](https://imeaconnect.com/leadership_i/james-mcdonnell/) - [Nathan Miller](https://imeaconnect.com/leadership_i/nathan-miller/) - [Marybeth Swisher](https://imeaconnect.com/leadership_i/marybeth-swisher/) - [Mona Dessouki](https://imeaconnect.com/leadership_i/mona-dessouki/) - [Jeff Hall](https://imeaconnect.com/leadership_i/jeff-hall/) - [Marc Dippolito](https://imeaconnect.com/leadership_i/marc-dippolito/) - [Julie Parish](https://imeaconnect.com/leadership_i/julie-parish/) - [Lindsey Bulger](https://imeaconnect.com/leadership_i/lindsey-bulger/) - [Bryce Tocquingny](https://imeaconnect.com/leadership_i/bryce-tocquingny/) - [Eliot Bishop](https://imeaconnect.com/leadership_i/eliot-bishop/) - [Chris Donaghy](https://imeaconnect.com/leadership_i/chris-donaghy/) - [Makayla Tebano](https://imeaconnect.com/leadership_i/makayla-tebano/) - [Robert Kaler](https://imeaconnect.com/leadership_i/robert-kaler/) - [Carey Penswick](https://imeaconnect.com/leadership_i/carey-penswick/) - [Christina Metaxas](https://imeaconnect.com/leadership_i/christina-metaxas/) - [Richard Vong](https://imeaconnect.com/leadership_i/richard-vong/) - [Diana Kendall](https://imeaconnect.com/leadership_i/diana-kendall/) - [Peter Nemia](https://imeaconnect.com/leadership_i/peter-nemia-2/) - [Glenn McBride](https://imeaconnect.com/leadership_i/glenn-mcbride/) - [Michael Twohig](https://imeaconnect.com/leadership_i/michael-twohig-2/) - [Colin Prescott](https://imeaconnect.com/leadership_i/colin-prescott-2/) - [Paolo Villasenor](https://imeaconnect.com/leadership_i/paolo-villasenor/) - [Bob Geppner](https://imeaconnect.com/leadership_i/bob-geppner-2/) - [Jennifer Ryan](https://imeaconnect.com/leadership_i/jennifer-ryan/) - [Bryan Burke](https://imeaconnect.com/leadership_i/bryan-burke/) - [John Halaby](https://imeaconnect.com/leadership_i/john-halaby/) - [Jake Walker](https://imeaconnect.com/leadership_i/jake-walker/) - [Jennifer Monnin](https://imeaconnect.com/leadership_i/jennifer-monnin/) - [Sam Gammell](https://imeaconnect.com/leadership_i/sam-gammell/) - [Jim Sewell](https://imeaconnect.com/leadership_i/jim-sewell/) ## Presenters - [Tom Landhauser](https://imeaconnect.com/presenters/tom-landhauser/) - [Josh Horesh](https://imeaconnect.com/presenters/josh-horesh/) - [Bing Waldert](https://imeaconnect.com/presenters/bing-waldert/) - [Mike De Feo](https://imeaconnect.com/presenters/mike-de-feo/) - [Ralph Peluso](https://imeaconnect.com/presenters/ralph-peluso/) - [John Doyle](https://imeaconnect.com/presenters/john-doyle/) - [Shawn O’Brien](https://imeaconnect.com/presenters/shawn-obrien/) - [Chris Poisson](https://imeaconnect.com/presenters/chris-poisson/) - [John Hammar](https://imeaconnect.com/presenters/john-hammar/) - [Andrea DeSosa](https://imeaconnect.com/presenters/andrea-desosa/) - [Mark Barile](https://imeaconnect.com/presenters/mark-barile/) - [Nikki Noriega](https://imeaconnect.com/presenters/nikki-noriega/) - [Kevin Cho](https://imeaconnect.com/presenters/kevin-cho/) - [Ken Ennis](https://imeaconnect.com/presenters/ken-ennis/) - [Mike Depoian](https://imeaconnect.com/presenters/mike-depoian/) - [Alysha Ramnitz](https://imeaconnect.com/presenters/alysha-ramnitz/) - [Michael Winnick](https://imeaconnect.com/presenters/michael-winnick-2/) - [David Navama](https://imeaconnect.com/presenters/david-navama/) - [Dan Allocca](https://imeaconnect.com/presenters/dan-allocca/) - [Dan Kundla](https://imeaconnect.com/presenters/dan-kundla/) - [Andy Harbour](https://imeaconnect.com/presenters/andy-harbour/) - [Jennifer Round](https://imeaconnect.com/presenters/jennifer-round/) - [Beau Bokelman](https://imeaconnect.com/presenters/beau-bokelman/) - [John Vaughan](https://imeaconnect.com/presenters/john-vaughan/) - [Mark Spina](https://imeaconnect.com/presenters/mark-spina/) - [Max Sparshatt](https://imeaconnect.com/presenters/max-sparshatt/) - [Kathleen Wrynn](https://imeaconnect.com/presenters/kathleen-wynn/) - [Nick Elward](https://imeaconnect.com/presenters/nick-elward/) - [Sean Graber](https://imeaconnect.com/presenters/sean-graber/) - [Samantha Fritsch](https://imeaconnect.com/presenters/samantha-fritsch/) - [Allora Buckshon](https://imeaconnect.com/presenters/allora-buckshon/) - [Ben Johnson](https://imeaconnect.com/presenters/ben-johnson/) - [Matt Eisenhardt](https://imeaconnect.com/presenters/matt-eisenhardt-2/) - [John Perry](https://imeaconnect.com/presenters/john-perry/) - [Jim Zurad](https://imeaconnect.com/presenters/jim-zurad/) - [Meghann Peterson](https://imeaconnect.com/presenters/meghann-peterson/) - [David Borelli](https://imeaconnect.com/presenters/david-borelli/) - [Greg Gore](https://imeaconnect.com/presenters/greg-gore/) - [Dave Donahoo](https://imeaconnect.com/presenters/dave-donahoo/) - [David Eikenberg](https://imeaconnect.com/presenters/david-eikenberg/) - [Bill Jacobs](https://imeaconnect.com/presenters/bill-jacobs/) - [Nitin Dua](https://imeaconnect.com/presenters/nitin-dua/) - [Kira Mikulecky](https://imeaconnect.com/presenters/kira-mikulecky/) - [Rubesh Jacobs](https://imeaconnect.com/presenters/rubesh-jacobs/) - [Justin Hansen](https://imeaconnect.com/presenters/justin-hansen/) - [Greg Healy](https://imeaconnect.com/presenters/greg-healy/) - [Jim Cove | Moderator](https://imeaconnect.com/presenters/jim-cove-moderator/) - [Simon Crofts](https://imeaconnect.com/presenters/simon-crofts/) - [Dale Korman](https://imeaconnect.com/presenters/dale-korman/) - [Dan Hart](https://imeaconnect.com/presenters/dan-hart/) ## Partners - [Zito Partners](https://imeaconnect.com/partners_imea/zito-partners/): Zito Partners is a strategic communications and public relations firm founded by Robert Zito, specializing in brand positioning, financial communications, media relations, and crisis management. The firm works with asset managers, ETF providers, private equity and private credit, fintech and... - [Wentworth Financial Communications](https://imeaconnect.com/partners_imea/wentworth-financial-communications/): Wentworth Financial Communications creates investment-grade thought leadership and content marketing for the financial services industry’s leading firms and brightest minds. We are a team of writers, editors, designers, and consultants who are passionate about helping our clients articulate their expertise... - [Synthesis Technology](https://imeaconnect.com/partners_imea/synthesis-technology/): Synthesis helps investment companies reduce marketing costs and grow AUM. For more than 20 years, we’ve helped asset and wealth managers, TAMPs, and private banks produce data-driven sales and marketing content at scale. By leveraging our automation platform, marketers spend... - [Synfinii](https://imeaconnect.com/partners_imea/synfinii/): Synfinii partners with asset managers worldwide to enable data-driven distribution, synthesizing data, integrating intelligence, and providing solutions that drive success. Asset managers depend on data from diverse sources, arriving in various formats and across differing timelines, to provide insight across... - [MARS SalesFocus Solutions](https://imeaconnect.com/partners_imea/mars-salesfocus-solutions/): SalesFocus Solutions is a fintech leader in Distribution Intelligence and Master Data Management(MDM) for asset management firms. Our MARS solution turns fragmented data from transfer agents, financial intermediaries, custodians, and third-party data providers into a trusted, golden copy of Advisor... - [Leibowitz Branding & Design](https://imeaconnect.com/partners_imea/leibowitz-branding-design/): Leibowitz creates brand strategy and content that drives impact. For over 25 years, we’ve helped companies forge meaningful connections with their audiences. We work with clients across industries and verticals, including: •    Asset Management — Institutional and Retail •    Wealth... - [HEY DAN](https://imeaconnect.com/partners_imea/hey-dan/): Serving sales professionals from firms with over $53.6 trillion in total market capitalization, Hey DAN (formerly Dial-a-Note) has been the premier voice to CRM solution for more than 17 years. Salespeople simply dictate and Hey DAN deposits the information directly... - [SS&C](https://imeaconnect.com/partners_imea/ssc/): SS&C helps leading companies in the financial services industry manage data, gain insight, and ignite change in their business. Through effective use of advanced analytics, research, and distribution intelligence technologies, SS&C enables business to better understand, predict, and optimize key... - [Seismic](https://imeaconnect.com/partners_imea/seismic/): Seismic is the leading content automation solution for institutional asset management and wealth management firms to deliver a world-class client experience. Seismic’s software allows relationship managers and advisors to automatically generate personalized, up-to-date and compliant client materials in seconds, from... - [IMPRINT](https://imeaconnect.com/partners_imea/imprint/): Imprint is a full-service custom content agency based in NYC and a longtime sponsor of the IMEA STAR Awards. Imprint specializes in helping complex, highly regulated companies build meaningful relationships with their audiences through content. Imprint combines a deep understanding... - [Corporate Insight](https://imeaconnect.com/partners_imea/corporate-insight/): Corporate Insight is the leader in competitive intelligence and digital experience research for the financial services industry. For over 30 years, we’ve helped leading asset managers, wealth management firms, brokerages, and financial institutions understand evolving investor and advisor expectations, evaluate... - [Broadridge](https://imeaconnect.com/partners_imea/broadridge/): Broadridge Financial Solutions (NYSE: BR), is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving... ## Venues - [Calamos Investments](https://imeaconnect.com/venue/calamos-investments/) - [AllianceBernstein](https://imeaconnect.com/venue/alliancebernstein/) - [Broadridge](https://imeaconnect.com/venue/broadridge/) - [Manulife John Hancock Investments](https://imeaconnect.com/venue/manulife-john-hancock-investments/) - [Morningstar](https://imeaconnect.com/venue/morningstar/) - [Nuveen Chicago](https://imeaconnect.com/venue/nuveen-chicago/) - [Invesco](https://imeaconnect.com/venue/invesco-2/) - [Polen Capital](https://imeaconnect.com/venue/polen-capital/) - [Diamond Hill](https://imeaconnect.com/venue/diamond-hill/) - [Nasdaq eVestment](https://imeaconnect.com/venue/nasdaq-evestment/) - [Future Standard](https://imeaconnect.com/venue/fs-investments/) - [Macquarie Asset Management](https://imeaconnect.com/venue/macquarie-asset-management/) - [John Hancock Investment Management](https://imeaconnect.com/venue/john-hancock-investment-management/) - [William Blair](https://imeaconnect.com/venue/william-blair/) - [Natixis Investment Managers](https://imeaconnect.com/venue/natixis-investment-managers/) - [BNY](https://imeaconnect.com/venue/bny/) - [Federated Hermes](https://imeaconnect.com/venue/federated-hermes/) - [Invesco](https://imeaconnect.com/venue/invesco/) - [T. Rowe Price](https://imeaconnect.com/venue/t-rowe-price/) - [Franklin Templeton](https://imeaconnect.com/venue/franklin-templeton/) - [Columbia Threadneedle Investments](https://imeaconnect.com/venue/columbia-threadneedle-investments/) - [John Hancock](https://imeaconnect.com/venue/john-hancock/) ## Organizers - [T. Rowe Price](https://imeaconnect.com/organizer/t-rowe-price/) - [Columbia Threadneedle Investments](https://imeaconnect.com/organizer/columbia-threadneedle-investments/) - [Franklin Templeton](https://imeaconnect.com/organizer/franklin-templeton/) - [John Hancock](https://imeaconnect.com/organizer/john-hancock-2/) - [John Hancock](https://imeaconnect.com/organizer/john-hancock/) ## Events - [Content Management Roundtable](https://imeaconnect.com/event/content-management-roundtable-2026/): As demand for more personalized, timely, and effective content grows, investment managers are rethinking how content is created, managed, distributed, and measured. From the growing role of AI to the need for greater scale and efficiency, firms are evolving their... - [Data Roundtable](https://imeaconnect.com/event/data-roundtable-2026/): As data continues to play an increasingly strategic role across organizations, firms are seeking new ways to turn information into actionable insights that support growth and informed decision-making. Hosted by Calamos Investments and sponsored by Synfinii, IMEA's inaugural Data Roundtable... - [Moving Quickly with AI in Asset Management Distribution](https://imeaconnect.com/event/moving-quickly-with-ai-in-asset-management-distribution/): Learn how leading asset managers are moving AI from concept to execution. Join IMEA and Ken Ennis, Head of Business Intelligence at SS&C Technologies, for a practical discussion on the strategies, prerequisites, and real-world lessons that enable firms to deploy AI faster, avoid common implementation pitfalls, and drive measurable value across distribution, sales, and client engagement. Discover proven approaches for accelerating AI adoption and turning innovation into competitive advantage. - [ETFs Roundtable](https://imeaconnect.com/event/etfs-roundtable/): The ETF marketplace continues to evolve at a rapid pace, driven by changing advisor preferences, increasing competition, expanding product innovation, and growing demand for data-driven decision-making. The inaugural 2026 IMEA ETFs Roundtable, hosted by AllianceBernstein, will bring together senior ETF... - [Retirement Roundtable](https://imeaconnect.com/event/retirement-roundtable-2026/): The inaugural 2026 IMEA Retirement Roundtable, hosted and sponsored by Broadridge, will bring together senior retirement industry executives for candid, peer-driven discussions on the trends, challenges, and opportunities shaping retirement. Designed as an interactive forum, the Roundtable provides a trusted... - [National Sales Manager Roundtable](https://imeaconnect.com/event/national-sales-manager-roundtable-2026/): As the distribution landscape continues to evolve, sales leaders are navigating changing advisor expectations, increasing competition, advancing technologies, and new approaches to leading high-performing teams. Recognizing the importance of this evolving role, IMEA is proud to introduce its inaugural National... - [Distribution Intelligence Leadership Roundtable](https://imeaconnect.com/event/distribution-intelligence-leadership-roundtable-2026/): As Distribution Intelligence continues to play an increasingly important role in the investment management industry, firms are looking for new ways to leverage data, insights, and collaboration to support business growth and strategic decision-making. Recognizing the growing importance of this... - [Digital Marketing Roundtable](https://imeaconnect.com/event/digital-marketing-roundtable-2026/): Digital marketing is evolving rapidly as artificial intelligence, changing search behaviors, and new technologies reshape how asset managers engage advisors and clients. The 2026 IMEA Digital Marketing Roundtable brings together senior marketing leaders for candid, peer-driven discussions on the strategies, tools, and organizational approaches driving digital transformation. Through interactive conversations, participants will exchange practical insights on AI adoption, the future of search, and aligning marketing with broader distribution and sales objectives. - [COO of Distribution Roundtable](https://imeaconnect.com/event/coo-of-distribution-roundtable-2026/): A focused conversation. A select group of leaders. A shared opportunity to shape the future of distribution operations. Distribution is undergoing significant transformation. Changing client expectations, new distribution models, AI, increasingly centralized data and the growing need to connect strategy... - [National Accounts Summit](https://imeaconnect.com/event/national-accounts-summit-2026/): As the wealth management landscape continues to evolve, National Accounts leaders are navigating growing product complexity, shifting platform priorities, and changing distribution dynamics. The 2026 IMEA National Accounts Summit, hosted by Manulife John Hancock Investments, will bring together senior executives... - [Boutique Managers Roundtable](https://imeaconnect.com/event/boutique-managers-roundtable-2026/): Boutique asset managers continue to navigate a highly competitive and rapidly evolving landscape, balancing growth ambitions with leaner teams, focused resources, and the need for differentiation. The 2026 IMEA Boutique Managers Roundtable, hosted by Invesco, will bring together senior leaders... - [Leadership Summit](https://imeaconnect.com/event/leadership-summit-2026/): Senior leaders across the investment management industry continue to navigate a rapidly evolving landscape shaped by market uncertainty, technological disruption, and shifting client expectations. The 2026 IMEA Leadership Summit, hosted by Invesco and supported by Leadership Partner, Deloitte Consulting, will... - [Marketing Summit](https://imeaconnect.com/event/marketing-summit-2026/): Marketing leaders across the investment management industry are navigating an increasingly complex landscape shaped by evolving client expectations, expanding distribution channels, and the growing importance of data and technology. The 2026 IMEA Marketing Summit, hosted by Franklin Templeton and supported... - [Models Roundtable](https://imeaconnect.com/event/models-roundtable-2026/): 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... - [Portfolio Construction Roundtable](https://imeaconnect.com/event/portfolio-construction-roundtable-2026/): 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... - [Institutional Roundtable](https://imeaconnect.com/event/institutional-roundtable-2026/): The institutional investing landscape is being reshaped by market uncertainty, evolving client expectations, regulatory developments, and rapid technological change. The 2026 IMEA Institutional Roundtable, hosted by Nasdaq, brings together senior industry leaders for candid, peer-driven discussions on the trends, challenges, and opportunities influencing institutional investment management today. Through an interactive roundtable format, participants will exchange perspectives, share practical insights, and benchmark approaches with peers navigating an increasingly complex environment. ## Site Builder - [Head Hooks](https://imeaconnect.com/astra-advanced-hook/head-hooks/) - [font awesome for careers page](https://imeaconnect.com/astra-advanced-hook/font-awesome-for-careers-page/)