Raise Your Game to its Highest Level

Content. Networking. Thought Leadership.

  • “I learned at least one thing in every session. The pace was right, there was an interesting mix of companies, and a good balance of panels and cases studies.”

    – Ali L. with Dow Jones
  • “Many sessions hit the sweet spot of practical learning and use cases that I can use in my current role.”

    - Keith L. with Thrivent Financial
  • “The topics were all so relevant to the issues I am currently experiencing – great insight and ideas!”

    - Donna C. with Citizens Bank

Investment Management and Finance Insight Exchange

In-depth and forward-looking conferences with keen insights and usable take-aways for leaders in the Investment Management and Finance Industries.

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Past Participants

T. Rowe Price

Northern Trust

SEI Investments Company

Fifth Third Bank

John Hancock

Morgan Stanley

Manulife Asset Management


New York Life Investment Management


Neuberger Berman

Wells Fargo Investment Management Institute

Humankind Investments

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