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2022 Spring Forum: Latent Leverage – Getting More With What You Have

April 5, 2022 @ 8:00 am - April 7, 2022 @ 5:00 pm


Every organization has under- or unused resources that are either already known to them or can be discovered that would help further their objectives.

While the pandemic has certainly shifted priorities and focus to meet the changing landscape for organizations both internally and externally with their advisors and investors, there remains a tremendous pool of resources and capabilities yet untapped to meet our many challenges.  Through our research, virtual events, and at our upcoming Spring 2022 SME Forum, we are working with the community to help discover and highlight those tools, technologies, subscriptions, data, skill sets, and the many other resources that are often readily available to be leveraged on behalf of your needs and objectives.

Forum events are unique in that they are member-driven focuses on the needs of the community through a combination of general sessions and an emphasis on working breakouts with other industry and solutions leaders who help bring fresh perspectives on how you can improve the effectiveness of your businesses efficiently.   A good balance of social and informal options is worked into the schedule to allow everyone the freedom to engage with those of interest.

Represented by over 60 member firms from trillion-dollar asset managers to independent wealth management firms, we share in common goals by learning from one another, avoiding unnecessary pitfalls, and building networks of support that we can reach out to whenever you need.  Although seemingly counter-intuitive that competitors would share what they are struggling with or have succeeded in solving, the depth of trust and reciprocity that we pointedly foster among our members, regardless of firm size or niche in the asset management marketplace, is a trait of how participants extract enduring value from their membership and engagement for their organizations– but you must show up and participate!

Our core audiences range from senior managers to team leads in Marketing and Sales/Distribution Operations, Key/National Account Servicing and the Technologists who support these business lines from our Institutional and Retail Asset Management member firms.

We strive to help you gain clarity, learn about potential solutions to your needs, see opportunities and meet others who can be sources of help to you and your organizations – based on what is important to you.  Join us in Newport Beach for an informative, engaging, and fun couple of days together.

Still not sure?  Write or call us for help thinking through who best to attend based on content, opportunity and what is happening at your firm.  Let’s get the right people to participate.


April 5, 2022 @ 8:00 am
April 7, 2022 @ 5:00 pm
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