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SS&C Technologies: National Sales Roundtable (NYC)

  National Sales In-person event in NYC for Heads of National Sales Teams  (Limited to one attendee from each participating firm) Wednesday, January 18, 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   […]

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, […]