AMCs by Size • Executive Think Tank • Industry Partner Roundtable

Tuesday, July 28

10:45 AM - 12:15 PM 

Back by popular demand - AMCs by Size roundtable discussion. Designed exclusively for AMC owners and C-Suite executives, these sessions create an invaluable opportunity to connect with peers who understand your unique challenges. Share insights, gain knowledge, and collaborate with those who truly get it.

Breakouts:

• Extra Small: 1-10 employees
  
• Small AMCs: 11-25 employees
• Medium AMCs: 26-50 employees
  
• Large AMCs: 51-75 employees
• Extra Large: 76+ employees
  

This newly formed breakout is designed for all non-owner creative thinkers. It’s a dedicated space to brainstorm, share insights, and explore growth strategies with peers in similar roles. If you’re ready to tackle challenges and shape the future of your organization, this session is for you.

The AMC Partner Playbook: Insights, Expectations & Best Practices
AMCs rely on strong, strategic partnerships to deliver exceptional value to their clients. This session brings together leading industry partners for a candid, practical conversation about what makes AMC collaborations work—and what doesn’t. Through real‑world success stories, sector trends, and honest reflections on partner–AMC dynamics, panelists will share what AMCs need to know to strengthen relationships, anticipate client expectations, and tap into partner expertise more effectively.

Attendees will gain insights into best practices, and the behaviors AMC clients appreciate (and those they don’t). Partners will also be asked to highlight opportunities for AMCI to better support connection and collaboration across the community. Attendees will leave with actionable takeaways they can bring back to their teams to enhance planning, relationship building and long‑term partnership strategy.