Chief Marketer Institute

The Rising Influence of the Chief Marketer


The Chief Marketer Institute is a distinguished community that brings together the top Chief Marketing Officers and Heads of Marketing from asset management firms in North America. Serving as an industry "think tank" and discussion forum, CMI offers a platform for purposeful collaboration among senior-level executives. Our carefully curated environment fosters networking opportunities, strategic knowledge sharing, and the exchange of best practices. Through a series of interactive and premium roundtable events, CMI addresses the evolving global landscape and diverse approaches within the investment industry. In addition to the annual roundtables the group will receive industry specialized surveys, and peer-driven polling questions, which adds connectivity to the group. The membership provides a valuable interactive space to engage in insightful debates, compare ideas, and stay at the forefront of marketing strategies in asset management.

Member Firms Presently & Previously


Adams Street Partners

Aviva Investors

Brookfield Asset Management

Capital Group

Charles Schwab Investment Management

ClearBridge Investments LLC

Cohen & Steers Capital Management, Inc.

Columbia Threadneedle Investment Management

Insight Investment

Janus Henderson Investors

Jensen Investment Management

Loomis, Sayles & Company, L.P.

Macquarie Investment Management

Northern Trust Asset Management

PGIM Fixed Income

RBC Global Asset Management

Redwheel (Formerly RWC Partners)

Sands Capital Management

Securian Asset Management Inc.

SLC Management

T. Rowe Price

Voya Investment Management

Wellington Management Company LLP

William Blair Investment Management



For more information, please contact:

 Kelly Baughman

+1 212 224 3331

Become a Member