In July 2024, the SEC’s Tailored Shareholder Rule (TSR) will go into effect. The TSR represents a sea change in how ’40 Act funds report to their shareholders. How? The TSR mandates something less like a shareholder report and more like a traditional institutional fact sheet: clear, concise, and emphasizing the essentials. The TSR […]
This webinar we will explore the potential of OpenAI services: Overcoming challenges and maximizing benefits in enterprise implementation. What to expect: Are you interested in harnessing Microsoft's OpenAI and LLM models like ChatGPT for the enterprise? While the process of setting up CoPilot and small POCs is straightforward, preparing for a large-scale rollout in an […]
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 […]
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 – […]
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 […]
Although the SME Forum was originally founded by mostly intermediary sold retail asset managers, most of them also had Institutional divisions or have since developed them into formidable branches of their businesses. Simultaneously, the number of Institutional-only firms joining the community has been increasing over the years. While we always include topics and sessions geared […]
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 […]
Learn to harness the true potential of data with our upcoming webinar, "Making Data Work - Instead of You Working on Data," Tuesday, December 19th. In this session, we will explore data and analytics elements that go beyond the math and the technology, and focus more on the human and practical aspects of […]
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 […]