SS&C Technologies: Wealth Management Trends (virtual panel)

  Wealth Management Trends Virtual panel: “The Implications of the Evolving Wealth Management Landscape for Asset Managers”  (Unlimited attendance from participation firms) Tuesday, February 28, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C Panelists: TBD – previous years’ panelists have represented Bank of America Merrill, Commonwealth Financial Network, […]

SS&C Technologies: Remote & Virtual Sales Roundtable (virtual)

Remote & Virtual Sales Virtual keynote: "Alignment of Asset Management Sales Resources" (Unlimited attendance from participating firms) Wednesday, March 15, 2023 1:00 – 1:45 p.m. Eastern Presented by Matt Fronczke, Director of Research & Consulting, SS&C   For more information, contact Lee Kaworski

SS&C Technologies: Remote & Virtual Sales Roundtable (virtual)

Virtual roundtable Discussion for Heads of Remote & Virtual Sales Teams (Limited to one attendee from each participating firm) Wednesday, March 15, 2023 2:00 – 4:00 p.m. Eastern Moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C   For more information, email Lee Kaworski

SS&C Technologies: Product & Platform Trends (virtual panel)

  Product & Platform Trends Virtual panel: “Investment Platform Developments & Model Portfolios”  (Unlimited attendance from participation firms) Tuesday, April 4, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C Panelists: TBD – previous years’ panelists have represented AssetMark, Bank of America Merrill, Edward Jones, Envestnet, Morgan Stanley, Russell, […]

2023 Spring SME Forum

The McCormick Ranch 7505 E McCormick Pkwy Scottsdale, AZ 85258   More on program, registration and other details will follow so please check back and look for announcements to your inbox!    

2023 Global SME Forum: London

DoubleTree by Hilton London - Tower of London 7 Pepys St, London EC3N 4AF, United Kingdom   More details on the program and registration will follow as the event draws nearer.  We look forward to seeing you in London.

SS&C Technologies: Roundtable for Distribution & Marketing Leaders (NYC)

Dinner and Roundtable In-person event in NYC for Heads of Distribution and Marketing (Limited to one attendee from each participating firm) Monday, September 11, 2023 6:30 – 9:30 p.m. Eastern Dinner & discussion with representatives from leading broker/dealers   Tuesday, September 12, 2023 8:00 a.m. – 12:00 p.m. Eastern  Keynote presentation by Matt Fronczke, Director […]

SS&C Technologies: Future Leaders Roundtable (virtual)

Future Leaders Virtual keynote: "Managing Growth in a Dynamic Environment " (Unlimited attendance from participating firms) Tuesday, September 26, 2023 1:00 – 1:45 p.m. Eastern Presented by Matt Fronczke, Director of Research & Consulting, SS&C  Virtual roundtable Discussion for the Next Generation of Asset Management Leaders (Limited to one attendee from each participating firm – […]

SS&C Technologies: Future Leaders Roundtable (virtual event)

Future Leaders Virtual keynote: "Managing Growth in a Dynamic Environment " (Unlimited attendance from participating firms) Tuesday, September 26, 2023 2:00 – 4:00 p.m. Eastern Moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C   For more information, email Lee Kaworski  

SS&C Technologies: Business Intelligence Roundtable (Austin, TX)

  Business Intelligence & Distribution Strategy/Ops In-person event in Austin, TX for Heads of Distribution Strategy, Distribution Ops, and Business Intelligence as part of SS&C’s Deliver conference (Limited to one attendee from each participating firm – additional attendances to the Deliver conference available for a fee) October 22-24, 2023 Keynote presentation by Matt Fronczke, Director […]

SS&C Technologies: Distribution Technology Trends (virtual panel)

Distribution Technology Trends Virtual panel: “Scaling Engagement with Technology”  (Unlimited attendance from participation firms) Wednesday, November 8th, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C Panelists: TBD – previous years’ panelists have represented AdvisorTarget, American Funds, Invesco, John Hancock, Lord Abbett, PIMCO, Putnam, & Seismic       […]

SS&C Technologies: National Accounts Roundtable (NYC)

National Accounts In-person event in NYC for Heads of National Accounts (Limited to one attendee from each participating firm) Wednesday, November 28th, 2023 8:00 a.m. – 12:00 p.m. Eastern Keynote presentation by Matt Fronczke, Director of Research & Consulting, SS&C Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C Use link to […]