Private Roundtable Event for Investment Marketers

Synthesis and Evalueserve Investment Marketing Roundtable Series

Welcome to our Investment Marketing Roundtable Series!

If you received an invite, we think you’d be a great addition to this exclusive group.

Who:  Senior Marketing Professionals (and key business partners) at investment management firms

What: An invite-only event with your industry peers to share insights  | 15 seats available at the table

Where:  Virtual Meeting Room | Link to be provided

When: Wednesday, March 10th, 2021   |   11 am CT/12 pm ET

A Grubhub gift card will be sent to you for lunch during the event.

To be considered for this group, please fill out the RSVP form.

Want to join us?
Hurry – 5 Seats Left

About the Event:

Trade industry insights with your peers and discuss the evolving role of data in investment management marketing

In a recent study we conducted with FUSE Research, we found that 95% of asset managers are using content automation, yet 43% cited manual data intakes as being their biggest impediment to hitting deadlines. This is an eye-opening statistic that deserves a conversation.

Join us for this private event where you’ll hear from your marketing peers and data SMEs on how their data strategies drive results for producing data-heavy content quickly and analyzing its effectiveness. We’ll dig into how asset managers have accelerated their digital journeys through effective delivery of data for marketing. Specifically, we’ll dive into:

    • The current state of data automation at asset management firms. How automated is the process today and why isn’t it further along?
    • What are the challenges with data providers like Morningstar, FactSet, and internal data providers?
    • How can investment marketers move from being data owners to data consumers?
    • How are firms evolving their processes and seeing success with data automation?
    • How are firms using analytics to measure the effectiveness of their marketing?

The meeting will be recorded and key findings will be compiled in an executive summary that will be shared with all participants. Please note, participant and firm names will not be disclosed in this report. Want to see a report from a previous Investment Marketing Roundtable Event? Click here

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 15 to ensure everyone has the opportunity to contribute.

Past participants held these titles:

  • EVP, Global Marketing Operations
  • 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:

John Toepfer

John Toepfer is CEO at Synthesis Technology, a leading provider of data and content automation solutions to the asset and wealth management industry. For more than 25 years, John has been working with financial firms to provide effective automation solutions that drive efficiency, reduce costs, and grow AUM.


If you have any questions, please contact the organizer:

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


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