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7th Annual Global SME Forum, London – Connecting the Data

June 13, 2022 @ 8:00 am - June 14, 2022 @ 5:00 pm

Where:  London, UK.  DoubleTree by Hilton London – Tower of London


Building on the success of nearly 20 years of events in the US for our Asset Management membership, this will be the seventh year that we host an annual conference in London focused on topics and issues of import to our EMEA and APAC community.  While data is a fundamental and increasingly critical element of every Asset Management firm’s strategies (all of them!).  This will not be just about data.  It is about connecting the data, the dots, and with one another.

The Forum organizes one of the most engaging and valuable exchanges because it is participant driven and oriented to your needs across Sales, Marketing, Operations and the common technologies and practices that asset managers with global footprints all share and contend with. This is an opportunity to reconnect with your peers and colleagues to share what is working, what isn’t, how others are addressing and solving for the same issues and opportunities we all face.

Forums are not like other conferences you may have been to. They are designed to foster the free exchange of experiences and interests amongst its member participants in a balanced way. We do this by ensuring select participation and cultivating high degrees of trust among our attendees so that you can maximize the value of your time together. You will find three types of engagement options in three different ways:

  • General Sessions with everyone together in a more formal, directed conversation through show cases, panels and speakers
  • Breakout Session are a selection of topics that are participant-driven discussions and working sessions to delve deep in small groups
  • Social Settings such as receptions, breaks, and meals to allow more self-directed interaction and networking in a relaxed manner


We have perfected the art of balancing these events with formal group sessions that are punctuated with more intense breakout sessions to dig deeper into your particular areas of interest.  Not forgetting that all business is fundamentally human, we ensure that there is plenty of informal time to meet one another and build lasting networks of support and help as well.  These represent the three key mechanics we use to help you and your organizations learn and grow at our Forums and perhaps more importantly, between our events.  Every breakout session at the Forum is a dynamic conversation and discussion between members in which to share best practices and successes along with learning from one another about beginning, implementing, and improving on your own efforts.

This Forum will be of interest to Sales Operations personnel (CRM, Training, Reporting), Marketing Operations personnel (Automation, Campaign Management, Segmentation), Data Management (Analytics, Data Science, Strategy) as well as Technology personnel who support the Sales, Marketing and Operations of their respective asset management firms outside of the US market. Come prepared to share, learn, connect and grow through a decidedly fresh approach!


June 13, 2022 @ 8:00 am
June 14, 2022 @ 5:00 pm
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