Roundtables and Events

Our events have gained a reputation among industry leaders seeking insight from a community of fellow industry participants. Each year, we host 6-10 roundtable events, bringing together industry leaders in marketing, distribution, sales, and product.

Roundtable events are by invitation only, and to keep the Roundtables an intimate, interactive experience, we cap attendance at 25-30 industry leaders with the aim to allow all attendees to have their most pressing questions met and feel comfortable discussing issues in a small group setting.

View a PDF of our 2017 roundtable events.

Upcoming Events

2017 Future of Digital

Dates: November 6-7, 2017
Dinner Location: TBD
Conference Location: Convene, 730 Third Avenue, TIAA CREF Building, New York, NY 10017

Event Details & Online Registration or contact Khushboo Koutu


2017 Distributions Strategy Summit

Dates: November 7-8, 2017
Dinner Location: TBD
Conference Location: Convene, 730 Third Avenue, TIAA CREF Building, New York, NY 10017

Event Details & Online Registration or contact Khushboo Koutu




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