The Chief Marketer Institute is one of the industry’s only communities focused on the evolving trends in marketing pertaining to asset management. It serves the asset management industry as a collaborative discussion forum for the senior most marketers at top asset management firms, including Chief Marketing Officers, Heads of Institutional Marketing, and Global Heads of Marketing.

The mission of the Chief Marketer Institute is to provide a peer-group networking forum where members privately discuss key industry issues of common concern in a collegial, off-the-record environment. Our members meet at an annual, interactive roundtable meeting whose agenda reflects the diversity of approaches to marketing in the investment industry, including the following:

  • Approaches to communicating more effectively with CFOs.
  • Managing the digital transformation of the industry and your firm.
  • Case studies in high impact campaigns.
  • The real value of thought leadership.
  • Social media best practices for targeting institutional investors.
  • New and innovative resources and techniques for gauging marketing campaign ROI.
  • How to develop the best vendor partnerships while minimizing costs.
  • Managing the convergence of the retail and institutional channels from a marketing perspective.



Exclusive Annual Meeting

One private meeting is held each year in the United States comprising of vetted Chief Marketing Officers and/or Heads of Institutional Marketing of asset managers. Attendance is by invitation only. 

Compensation Benchmarking

We will provide a compensation benchmarking study of the Chief Marketer Institute community, partnered with an industry leader.

Peer Research

We conduct, on an annual basis, a study of Chief Marketer Institute to highlight the key marketing strategy trends and approaches within asset management, partnered with an industry leader.

Client Research

We conduct, on an annual basis, a study of the institutional client base focused on the most effective means of communication with your current and potential clients. 

Live Research

Members may submit up to three multiple choice questions that will be asked live via our anonymous electronic polling system at the annual meeting.

Regional Lunches

Throughout the year, the Chief Marketer Institute members periodically gather for local breakfast, lunch and dinner meetings in key cities.

Contact Infomation

Members will be provided with the contact information of the Chief Marketer Institute community.

Advisory Board

The Chief Marketer Institute Advisory Board is composed of innovative leaders in institutional and global marketing in asset management. These leaders are transforming their firms’ holistic brand strategies — and changing the way that asset managers communicate with clients and prospects. Through their collaborative guidance, we are able to present an agenda addresses the most persistent challenges and groundbreaking trends in the industry today. 

Cathy Lazdowski
Senior Institutional Marketing Manager, Aberdeen Standard Investments

Renee Baker
Chief Marketing Officer, Carillon Tower Advisors

Russ Mahland
Chief Marketing Officer, ClearBridge Investments LLC

Nazmin Gupta
Managing Director, TD Greystone Asset Management

Neil Siegel
Global Head of Marketing & Product, Co-Head of Client Group, Macquarie Investment Management 

Maureen Bromwell
Chief Marketing Officer, Northern Trust Global Investments

Sheila Lamb
Global Head of Marketing, PGIM Fixed Income

Dominica Ribeiro
Head of Institutional Channel Marketing, US, State Street Global Advisors

Kristin Slade
Head of North American Marketing, T. Rowe Price

Kelly Howard
Senior Vice President, Marketing and Communications, Two Sigma



For more information, please contact:

Randy Klein

+1 212 224 3629