Investment Management Education Alliance (IMEA)

Register today to join Amit Shanker, CEO & Founder of Bloom AI, for an exclusive webinar on the game-changing impact of GenAI in content marketing! From optimizing workflows to enhancing hyper-personalized engagement, learn how AI is transforming the future of investment marketing. ??Don't miss out – register now: https://lnkd.in/gpGxwu2Z #IMEA #InvestmentManagementEducationAlliance #IMEAWebinar

????When:?April 8, 2025 ???Where:?Boston ??An insightful panel discussion on?"Navigating the Ultra-High Net Worth RIA Journey". Explore the unique needs of the high-net-worth RIA segment, focusing on essential processes, challenges faced by investment managers, and strategies to overcome them. It will also cover how RIAs collaborate with investment managers and ways to foster strong partnerships for growth. Moderator: Matthew Fronczke (SS&C Technologies) Panelists: George Whitmore (Anchor Capital Advisors LLC) and Richard Henn, MBA (Invesco US) View full agenda & register here: https://lnkd.in/gztDv4hV #IMEA #InvestmentManagementEducationAlliance #DistributionSummit

Distribution Summit Panel: Keys to Success with Post-Pandemic Advisors ??Learn strategies for engaging advisors through digital channels and in-person meetings, leveraging tools for remote collaboration, and building lasting relationships in a post-pandemic world. ???Moderator: Michael Winnick (AdvisorTarget) ???Panelists: Michael Ellison (Corporate Insight), Katie LaFleur McKay (John Hancock Investment Management), and Jenine Garrelick (MFS Investment Management) Don’t miss this key discussion, register today: https://lnkd.in/gztDv4hV #IMEA #InvestmentManagementEducationAlliance #DistributionSummit

?? AGENDA ANNOUNCED! The annual IMEA Product Summit, hosted by John Hancock Investment Management is right around the corner - April 8-9 in Boston. Join top leaders in product management and development for deep dives into topics identified by you, including: ?? The Rise of the Model Marketplace (joint session with Distribution Council) ?? Everything ETF (joint session with Distribution Council) ?? 2025 Regulatory Outlook: Navigating the Future of Investment Products ?? The Private Asset Marketplace in the Intermediary / Retail Space ?? Strategic Partnerships - How New Industry Alliances are Altering the Asset Management Competitive Landscape ?? Executive Roundtable Register today: https://lnkd.in/gd9cknRY #IMEA #InvestmentManagementEducationAlliance #ProductSummit

????April 8, 2025 ???Boston, MA ??Join Matthew Fronczke from SS&C Technologies as he delves into the latest trends shaping the distribution landscape. This session will cover key insights into the evolving needs of financial advisors, explore opportunities for meaningful engagement, and present research to guide strategic decision-making. Don't miss this opportunity to gain valuable perspectives, register here: https://lnkd.in/gztDv4hV #IMEA #InvestmentManagementEducationAlliance #DistributionSummit

???March 25?| ???2:00 PM ET Join Amit Shanker, CEO & Founder of Bloom AI, for an insightful session on how GenAI is transforming content marketing—from streamlining workflows to driving hyper-personalized engagement. Whether you're starting out or scaling up, learn how AI is shaping the future of investment marketing. Register here: https://lnkd.in/gpGxwu2Z #IMEA #InvestmentManagementEducationAlliance #IMEAWebinar

Day two of the IMEA Distribution Intelligence Summit did not disappoint! Industry professionals came together to dive into key trends and innovations shaping the future of distribution intelligence. Highlights included: ??Enabling Data Driven Execution ??Measure Results & Refine ??Breakout Sessions: Intimate discussions focused on topics of the day including challenges and best practices in distribution intelligence. Thank you to our moderators and panelists: ? Chris O'Connor, BNY ? Nathan Stevenson, ForwardLane Inc. ? Mark McShane, Goldman Sachs Asset Management ? Vanessa Touma, Invesco US ? Graham Brewster, Natixis Investment Managers ? Hosein Yeh, CFA, PIMCO ? Ken Burd, D.B.A., Principal Asset Management A big thank you to the following companies who made this event possible: ? Event & Reception Host: William Blair ? Distribution Intelligence Council Partner: Broadridge ? Reception Sponsor: Synthesis Technology #IMEA #InvestmentManagementEducationAlliance #DistributionIntelligenceSummit

What a great way to wrap up day one of the IMEA Distribution Intelligence Summit with an engaging networking reception! A special thanks to our reception sponsor, Synthesis Technology, for their support in making this event a success. It was an insightful day of learning and connection – stay tuned for day two highlights. #IMEA #InvestmentManagementEducationAlliance #DistributionIntelligenceSummit

Day one of the IMEA Distribution Intelligence Summit brought together leaders in business intelligence, analytics, sales strategy, and enablement to discuss key trends in the industry. Highlights included sessions on data integration, segmentation, personalization, and more, plus engaging breakout sessions. Special thanks to our outstanding presenters: ? Jane Conway, Apollo Global Management, Inc. ? Alyssa Marinaccio, Apollo Global Management, Inc. ? Ryan Foreman, Broadridge ? Tim Kresl, Broadridge ? Ashley Wood, CFA, Broadridge ? Kevin R. Crouch, Calamos Investments ? Andy Dennison, Franklin Templeton ? Matt Machut, Goldman Sachs ? Jimmy McDonnell, Lazard Asset Management ? Jeff Diamond, Polen Capital ? Ken Burd, D.B.A., Principal Asset Management ? Matt Goldwasser, T. Rowe Price Thanks to all who joined us! We look forward to seeing everyone again for day two tomorrow! #IMEA #InvestmentManagementEducationAlliance #DistirbutionIntelligenceSummit

Ready to fill the room at the Investment Management Education Alliance (IMEA) Distribution Intelligence Summit. Thank you to William Blair Investment Management for hosting nearly 100 of investment management's brightest minds in distribution intelligence, data analytics and sales enablement. #IMEA #InvestmentManagementEducationAlliance #DistributionIntelligenceSummit