2024 London SME Forum Asset Management Roundtable
November 21 @ 1:00 pm - 5:00 pm
This inaugural Global Roundtable has a number of key topics provided by the membership that we will be discussing together. The Proposed Agenda and Topics are below and we are interested to get other topics (or emphasize your priorities) via the registration form. Ultimately, we engage and defer to those who actually register to finalize the topics, priority (time alloted) and sequence in which we will address them. So the sooner you register, the more opportunity you will have to steer the agenda.
In order to ensure meaningful exchanges between participants that help deepen understanding and the possibilties of the subjects being discussed, please consider who from your organizations is best suited to represent both strategic as well as real world implementation factors. That being said, representation at the table is critical as well.
This event will also be available online via Zoom to those members who register outside of the UK. 1-5pm GMT translates into 9-12Noon EST for reference.
Proposed Programme (as of Oct 28) All times GMT
13:00 – 13:30:Arrivals, Registration and Networking
13:30: Welcome and Opening Remarks – Hazem Gamal, SME Forum and Gary O’Brien, Director, T.Rowe Price
Proposed AGENDA:
13:45: Leveraging CRM platforms
14:30: Driving reporting and analytics
15:00: Break
15:15: Integrating 3rd party services and subscriptions
16:00: Enabling marketing and communications
16:30: Adopting AI capabilities
17:00: Open Discussion, Next Steps and Conclusion
All invited to Hosted Bar (Paternoster Square TBD)
18:30 Hosted sit-down dinner (please confirm by Tuesday, Nov 19)
Virtual Online Participation: will be available to pre-registered members only
