Private Roundtable Event for Investment Marketers

2018 Roundtable in Chicago

The mission of our Roundtable event is to bring together marketing and sales directors from leading investment management firms to discuss ways to be more effective in the face of dwindling budgets and resources.

We are currently seeking participants for this exclusive, invite-only event. There are only 14 seats at the table.

Who: Marketing and Sales Directors from Investment Companies (14 max)

What: A day-long roundtable discussion with your colleagues (Invite-Only)

Where: Bank of America Building – 135 S. LaSalle Street, Suite 4300 | Chicago, IL

When: May 9, 2019   •   9:00 am – 4 pm Roundtable   •   4-6 pm Cocktail Party

*Breakfast and lunch are served during the event.

If you’d like to be considered for this group, please fill out the form to let us know.

Want to join us?
Let us know!

Questions? Email the organizer.

About the Event:

Have you ever wondered how your firm’s marketing team compares with others in the industry? This events gives you the opportunity to compare notes with colleagues and come away with ideas on:

  • How to get marketing more involved in strategic planning
  • How to create more customer-centric marketing materials
  • How to deal with market shifts after the strategic plan is in play
  • How to measure the ROI of marketing
  • How to design your technology stack to get results and ROI on tech investments
  • How to align with the compliance, sales, and distribution channels

Investment marketers are constantly being asked to “do more with less.” Tight budgets and limited resources force you to be more efficient and effective. This is difficult when you’re using small teams to produce and distribute your marketing and sales materials within a competitive timeframe. In this roundtable, you will have the distinct opportunity to discuss your sales and marketing strategies with marketers at other firms, without compromising trade secrets. This roundtable is held under the Chatham House Rule, and no one attending will be publicly quoted.

In order to make the roundtable discussion as impactful as possible, all participants must attend in-person. No dial-in will be provided. The meeting will be recorded and key findings will be used to compile an industry report that will be shared with all participants. Please note, participant and firm names will not be disclosed in this report.

Click here for access to our latest report: Trends in Investment Management Marketing & Sales


The agenda will be announced sometime in March of 2019.
Suggestions? Email them to

About the Participants:

For this event, we hand-select senior marketing leaders from leading global asset management firms who bring valuable insight and experience with complex product lines and distribution channels. If you believe you’d be a good fit for this group, please request a seat using the form above and we will contact you right away. The number of roundtable participants is capped at 14 to ensure everyone has the opportunity to contribute.

Past participants held these titles:

  • Marketing Communications Strategist
  • Channel Marketing Manager
  • Head of Intermediary Marketing
  • Director – Corporate Services
  • Vice President – Content Management
  • SVP – Head of Asset Manager Distribution
  • Head of Strategy & Business Analytics (US Advisors)
  • Executive Director – Global Marketing Services
  • Intermediary Marketing Manager
  • Director of Marketing and Branding Operations
  • Head of US Marketing

About the Moderator:

Candyce Edelen
PropelGrowth Logo

Candyce Edelen is CEO and Founder of PropelGrowth, a financial services marketing consultancy providing marketing and content strategy services to asset management and fin-tech firms. Her focus is on content and account-based marketing strategy. She brings 25 years of experience in product and company launches, go-to-market strategies, and building sales, marketing, and delivery teams. She also taught 1500 sales reps solution selling. Candyce focuses on best practices for complex sales processes. She has expertise in aligning marketing and sales with customer buying cycles to maximize close rates for complex sales.

Learn more about Candyce on LinkedIn or the PropelGrowth website.

If you’d like to participate in this Roundtable, please complete the form at the top of this page. If you have any questions, please contact the organizer:

Emilie-Circle-Web-100x100 Emilie Totten, Head of Marketing at Synthesis | 312-948-4144
Connect on LinkedIn | Email Emilie

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