Private Roundtable Series for Investment Marketers

Synthesis Technology and Evalueserve Roundtable Series CTA

Synthesis and Evalueserve have teamed up to host virtual roundtable events for investment management marketers. The meetings are held quarterly and cover an array of topics around improving the efficiency and effectiveness of marketing.

Do you think you’d be a great addition to this exclusive group?

Who:  Senior-level marketers at investment management firms and their key business partners (Sales, IT)

What: An invite-only event with your industry peers to share insights

Where:  Virtual Meeting Room – Link to be provided

To be considered for this group, please fill out the form to the right!

Interested In Joining Future Roundtables?

About Past Events:


Past participant titles include:

  • 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

Past participant firms include:

  • Nationwide Asset Management
  • Envestnet
  • Wells Fargo Advisors
  • JP Morgan Asset Management
  • DWS Investments
  • Voya Investment Management
  • BNY Mellon
  • BMO Global Asset Management
  • Scotia Bank
  • Federated Hermes
  • Sanskrit Advisors
  • Pacer ETFs

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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