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. […]

SS&C Technologies: Product & Platform Trends (virtual panel)

  Product & Platform Trends Virtual panel: “Investment Platform Developments & Model Portfolios”  (Unlimited attendance from participation firms) Tuesday, April 4, 2023 1:00 – 2:00 p.m. Eastern Moderator: Lee Kowarski, […]

2023 Spring SME Forum

The McCormick Ranch 7505 E McCormick Pkwy Scottsdale, AZ 85258   More on program, registration and other details will follow so please check back and look for announcements to your […]

2023 Global SME Forum: London

DoubleTree by Hilton London - Tower of London 7 Pepys St, London EC3N 4AF, United Kingdom   More details on the program and registration will follow as the event draws […]

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 […]

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, […]

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 […]

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 […]

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 […]