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
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 […]
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 […]
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 […]
Each quarter, eVestment mines its data to brief traditional managers on the most recent trends in the global institutional market. This quarter’s webcast will cover: Where assets are moving and the key flow drivers by universe and geography Where abrupt changes in flows direction may indicate inflection points Where investors in North America, Europe and […]
What does a better customer experience look like for you? How does operational efficiency improve your day? As the asset management industry pivots towards innovative AI solutions, Microsoft Copilot Studio emerges as a natural language interface that allows your internal and external customers access to existing data and knowledge bases, increasing operational efficiency and […]
Each quarter, Nasdaq eVestment mines its data to brief traditional managers on the most recent trends in the global institutional market. This quarter’s webcast will cover: Get This Quarter’s Analysis on Institutional Trends: Asset class return recap How institutional assets are moving Focus areas in research conducted by asset owners & Mercer The state […]
As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders: Are Financial Advisors taking meetings? Activity share, is it what you expect? Rankings at the asset manager level & firm level. How many data points are gathered per interaction? […]
Each quarter, Nasdaq eVestment mines its data to brief asset managers on the most recent trends in the global institutional market. This quarter’s webcast will cover: A look at the most recent trends in the institutional market globally, including: Where assets are moving and the key flow drivers by universe and geography Where abrupt […]
Join our upcoming webinar to discover how AI and Generative AI can transform the asset management industry, with experts from AWS, The SME Forum, and Vertical Relevance sharing real-world examples and actionable strategies. Learn how these innovative technologies can benefit both your business and technology teams, with an interactive Q&A to engage directly with our […]
Reimagine the service experience and maximize efficiency across Contact Center Join HSO and Microsoft on December 18th for an exclusive virtual event to unveil the new Dynamics 365 Contact Center. This cutting-edge, Copilot-first contact center solution leverages generative AI to enhance every customer engagement channel, seamlessly integrating with your preferred CRMs and apps to maximize […]
Asset managers are inundated with data from a myriad of sources—internal, external, and everything in between. Yet, despite the abundance of this data at their fingertips, many firms struggle to harness its full potential, leaving valuable insights on the table that can lead to improved business outcomes.Join us for an insightful webinar, "Unlocking the Untapped […]