Live Event

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Event Date Mon Jan 25 EST - Wed Jan 27 EST (9 months ago)
Location Live Event
Region All

Institutional Sales & Marketing in the Investment Management Industry

Global ARC Institutional Marketer brings together some of the marketing industry’s most prominent academics, authors, and leading sales and marketing professionals from the institutional investment management community.

The aim of the event is to create an objective forum for evidence-based research, purposeful collaborations, industry best practice and insights, and a uniquely convivial atmosphere for virtual networking amongst fellow institutional business development, sales, and marketing professionals.

Global ARC Institutional Marketer: Driving Growth

Everything happens faster in a pandemic. Marketing strategies and sales objectives that in normal times appear to be outliers, quickly become pressing and prioritized. Institutional marketers are having to explore new means of engagement with both prospective and existing clients. As the pandemic continues to restrict travel, prevent face-to-face meetings, and impede traditional asset raising methods, never before has the search for 'Marketing Alpha' and access to the industry's leading thinkers been so critically important. Providing this is the Institutional Marketer event’s raison d'etre.


2021 Speakers


Nick Bloom
Professor of Economics at Stanford University

Nicholas Christakis
Professor at Yale University

Mauro Guillen
Zandman Professor of International Management, The Wharton School

Laura Huang
Associate Professor, Harvard Business School

Avi Loeb
Professor of Science, Harvard University

Arthur Markman
Worsham Centennial Professor of Psychology and Marketing, The University of Texas at Austin

Shuba Srinivasan
Professor in Management, Boston University, Questrom School of Business

Leigh Thompson
Professor of Dispute Resolution & Organizations, Kellogg School of Management, Northwestern University


Jim Ewel
President and Founder, AgileMarketing.NET

Joe Federer
Former Head of Brand Strategy @ Reddit, Inc.,

John Grant
Founder and Consultant, thejohngrant Pty Ltd

Rebecca Lieb
Founding Partner, Kaleido Insights

Jack Phillips
Chairman, ROI Institute, Inc.


Timothy Lynch
Managing Director Head of Marketing and Investor Relations, 400 Capital

Helen Doody
Head of Abbey Capital (US) LLC, Abbey Capital

Ted Noon
Director, Americas Client Group, Acadian Asset Management

Tom Kehoe
Managing Director, Global Head of Research and Communications, AIMA

Les Baquiran
Founder, Alpine Capital Advisors

Sajal Heda
CEO, Amana Global Partners

Sara Corsaro
Head, Marketing & Investor Relations, Andurand Capital

Russ Ivinjack
Senior Partner, Aon

Julie Smith
Head of Marketing, Aspect Capital

Dominica Ribeiro
Chief Marketing Officer, Breckinridge Capital Advisors

William Kelly
CEO, CAIA Association

John Bowman
Senior Managing Director, CAIA Association

Catherine Beard
SVP, Alternatives Consulting, Callan LLC

Thomas Liaudet
Partner, Campbell Lutyens

Clara Kim
Partner, Colchis Capital Management, LLC

Myra Lee
Head of U.S. Marketing, Managing Director, Conning

Chris Sutter
Head of Distribution and Business Development, North America, CQS

Meaghan Mahoney
Director, Business Development & Consultant Relations, DDJ Capital Management

Matthew Appelstein
Head of Americas, Eastspring Investment

Daniel Schreck
Partner, Head of Business Development & Investor Relations, Equinox Partners

Steve Wallace
Regional Head of Institutional Relationship Management CEEMEA, Franklin Templeton Investments (ME) Limited

T. Michael Johnson
Business Development Executive, Independent

Jamie Mitchell
Managing Director, Inherent Group

Pamela Friedman
Principal, MHR Fund Management LLC

David Burke
Partner | Chief Client Officer, MKP Capital Management L.L.C.

Sa'ad Shah
Co-Founder & Managing Partner, Noetic

Melissa Greenberg
Head of Marketing and Investor Relations, North Peak Capital

Eileen Mancera
Managing Director, Head of Sales and Marketing, Post Advisory Group

Michelle Stern
Chief Marketing Officer, Preqin

Paul Das
CEO, ProFundCom

Amanda Wike
Head of Channel Marketing, QMA, a PGIM company

Aaron Cantrell
Head of Economic Research, Record Currency Management

Ximene Weaver
Head of Content & Marketing, Savvy Investor

Chris Chard
Managing Director, Sower Farmland

Bill Callanan
Head of Marketing and Business Development, Tse Capital

Susan Soh
Chief of Strategy and Capital Development, Two Sigma

Francis Sempill
Head of Client Service, Walter Scott & Partners Ltd

Joe Cavatoni
US Managing Director and Global Head of Sales, World Gold Council

Sponsors & Partners

2021 Partners

• Alpine Capital Advisors
• Amana Global Partners
• CAIA Association
• Kumospace
• Preqin
• ProFundCom
• Savvy Investor