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2023 Fall SME Forum: Institutionalized Asset Management: Bridging the Gaps

November 13, 2023 @ 8:00 am - November 15, 2023 @ 5:00 pm

Although the SME Forum was originally founded by mostly intermediary sold retail asset managers, most of them also had Institutional divisions or have since developed them into formidable branches of their businesses. Simultaneously, the number of Institutional-only firms joining the community has been increasing over the years. While we always include topics and sessions geared toward this growing sector of our industry, the Fall 2023 SME Forum is dedicating itself towards our community members who are part of and support the Institutional aspects of their businesses across our typical topics of discussion across Operations, Technology and especially Marketing.

Begins on Monday evening, November 13 at 6pm with a welcome reception hosted by Kyloe Digital and carries through the end of the day Wednesday, November 15. The Leadership Council breakfast and roundtable are Thursday morning and ends by 11am.

  • Forums are open to any and all employees of a member firm – no restrictions
  • Non-member participants in the Asset Management industry are also encouraged to participate at your invitation
  • Attendees are typically drawn from team leads to C-Suite leadership executives in both Retail and Institutional Asset Management
  • Our topics focus on global Marketing, Sales/Distribution, Operations and Technology interests with emphasis on best practices and application.

Anyone that has been to one of our Forums knows the enduring value of attending SME in-person meetings, roundtables and conferences. All are intimate affairs (limited to a total of 120 participants) that help you Learn, Connect, Grown and Solve your needs through peer to peer engagement and subject matter expertise. Whether it is an Interactive Session, Client Showcase, Forum Workshop, a Member Social you will be able to engage with the session leaders, fellow participants, and the broader SME Forum community before, during, and after each session. This proven approach is designed to help ensure you are getting the most out of the event and your continued membership with The Forum. Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.


November 13, 2023 @ 8:00 am
November 15, 2023 @ 5:00 pm
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