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 […]
Location: Charlotte, NC Registration Is Closed (5/7/2024) We are kicking off a multi-forum topic that will we will pursue into 2025. While we don’t want to make it about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will […]
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 […]
About this Global SME Forum: We are kicking off a multi-forum topic that we will pursue into 2025. While we don’t want to make these about “Artificial Intelligence”, unlike at our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will use this term […]
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? […]