AI in Distribution Intelligence: Post-Survey Roundtable (Webinar)
January 16 @ 11:00 am - 12:00 pm
About
Asset management firms are at varying stages of deploying AI to distribution intelligence. We’re gathering asset managers that completed October’s SME Forum-FUSE Research survey on use of AI to review the findings and engage in frank discussion about their own challenges and successes. Join us for an exclusive, interactive roundtable that goes beyond the buzz.
This event will cover such topics as:
- Application of older forms of AI, such as Machine Learning (ML) and Natural Language Processing (NLP).
- Using GenAI in sales and marketing.
- What are firms spending on AI and budgeting priorities.
- Goals and challenges associated with AI implementation.
Each topic will include open discussions, offering you the chance to share experiences, ask questions, and connect with your peers in a collaborative environment.
Register Today
Link will open in a new window. After registering, you will receive an confirmation email with instructions on how to join the meeting.
Moderators
Loren Fox
FUSE Research Network, Director of Research
Loren Fox is the Director of Research at FUSE Research Network, a provider of business intelligence and consulting for investment management firms. He’s responsible for leading the research team and managing client support, as well as contributing to the firm’s research publications and interfacing with industry executives.
Before joining FUSE, Loren spent nearly 10 years as the director of Ignites Research, a unit of the Financial Times and complement to the Ignites news site that produced original research on strategic issues in the asset management industry; he also created and ran the annual rankings of US financial advisors that appeared in the Financial Times from 2013 through 2020. Previously, he was a senior research analyst at Strategic Insight, producing market intelligence on the mutual fund industry. Prior to that, Loren was a business journalist for many years, having worked at Institutional Investor, Business 2.0, and other publications, and he is the author of the book Enron: The Rise and Fall (2002).
As an industry expert, Loren has spoken at numerous conferences and has been quoted in The Wall Street Journal, The New York Times, and other publications. He earned his BA from Johns Hopkins University and his MS from Columbia University.
Hazem Gamal
The SME Forum, COO
In 2018 Hazem took over the SME Forum and focuses most of his efforts there. Since its founding more than 15 years ago, The Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.
As one of the original members, he has been a continual driver of the Forum’s growth and maturity since its inception in 2003. Initially the senior representative for OppenheimerFunds, he grew to be a leader in the development of the CRM Forum, providing guidance, mentorship, facilitation and participation in various aspect of the organization’s events over the years. Hazem took over ownership and primary responsibilities for running the organization in 2018. He also continues to provide consulting services to the industry under his Thoth Advisory Services organization.
Prior to the Forum, Hazem spent more than fifteen years at OppenheimerFunds in several different roles, always as a proven change agent to help define and implement appropriate and necessary improvements to propel the business. He worked most closely with the sales and marketing divisions directing their technology needs and adoption, onboarding third-party services, in addition to portfolios such as data management, reporting and analytics, business continuity and disaster recovery, among other responsibilities.