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 […]

Institutional Trends Quarterly Webcast: December 2023 – eVestment, a part of Nasdaq

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 […]

Microsoft Copilot Studio: How AI is Boosting Speed to Knowledge in Asset Management Firms – HSO and Microsoft Webinar

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 […]

Institutional Trends Quarterly Webcast: June 2024, Nasdaq eVestment

Webinar

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 […]

WalletShare Activity Consortium Webinar – SS&C

Webinar

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? […]

Quarterly Trends Briefing: September 2024, Nasdaq eVestment

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 […]

Unlocking Generative AI in Asset Management with AWS

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 […]