Institutional Investor's annual Senior Delegates Roundtable (SDR) offers a unique and valuable opportunity for senior leaders in distribution and sales to come together, benchmark with peers, and address the challenges and opportunities presented by today's dynamic landscape. These exclusive, peer-only gatherings provide a platform for in-depth discussions, knowledge sharing, and collaborative problem-solving.

This annual retreat encourages an environment that fosters curiosity and intellectual exploration. By asking critical questions, challenging assumptions, and seeking deeper insights, participants can collectively navigate the complexities and uncertainties of the industry.

In a fast-passed environment filled with opportunity, having a clear understanding of the competitive and macroeconomic landscapes is crucial. We will, once again, hear the key insights gleaned from our annual research surveys from Casey Quirk, Kingsley Gate, McKinsey, and our own Global Asset Management Survey. This analysis can inform strategic decisions and help identify areas where your firm can maintain or build a competitive edge.

During the event, we encourage you to actively participate, tap into your peers' wealth of knowledge and experience, and leverage their collective expertise. By sharing insights, best practices, and lessons learned, participants will have a chance to gain a broader perspective and identify innovative approaches to address current challenges.