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.

View the 2019 Agenda


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.

2020 Advisory Board

All Chief Marketer Institute events are created for CMOs, by CMOs. The programs for all meetings are created with invaluable insight from our Advisory Board of senior marketing executives from North America's leading asset management firms. 

With that in mind we are excited to announce our 2020 Advisory Board (listed below to date) and hope you'll join them in 2020 at a CMI event.

Katie Cowley
Head of Marketing - Americas
Aberdeen Standard Investments

Laura Tyrholm
Vice President, Head of Marketing, North America

Laura Manley
Head of Marketing - North America
BNP Paribas

Russ Mahland
Chief Marketing Officer
ClearBridge Investments

Henry Detering
Global Marketing & Global Head of Central Marketing Services

Shephali Sardinha
Vice President, Director of Product Marketing
Loomis, Sayles, & Company, L.P.

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

Dana McCullough
Director Institutional Marketing
MFS Investment Management

Maureen Bromwell
Chief Marketing Officer
Northern Trust Global Investments

Ken Poliziani
Chief Marketing Officer

Sheila Lamb
Global Head of Marketing
PGIM Fixed Income

Kelly McCarthy
Head of Marketing - Americas
PineBridge Investments

Lee Shapcott
Global Chief Marketing Officer
QMA, a PGIM Company

Matt Alsted
Director, Portfolio Analysis & Communications
Sands Capital Management

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

Kristin Slade
Head of North American Marketing
T. Rowe Price

Susan McMurry
Managing Director and Director of Global Marketing
Wellington Management Company, LLP



For more information, please contact:

Randy Klein

+1 212 224 3629