Every organization has under- or unused resources that are either already known to them or can be discovered that would help further their objectives. While the pandemic has certainly […]
Where: London, UK. DoubleTree by Hilton London – Tower of London Building on the success of nearly 20 years of events in the US for our Asset Management membership, […]
How wholesaler access and share of voice inform sales strategy, management, and results Over the past few years, there has been a growing interest from across the Asset Management industry […]
One of the areas that we are focusing on with our Forums is to deepen the breakout sessions with more case, situation and outcome focus so that attendees can apply […]
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. […]
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. […]
Remote & Virtual Sales Virtual keynote: "Alignment of Asset Management Sales Resources" (Unlimited attendance from participating firms) Wednesday, March 15, 2023 1:00 – 1:45 p.m. Eastern Presented by Matt Fronczke, […]
Virtual roundtable Discussion for Heads of Remote & Virtual Sales Teams (Limited to one attendee from each participating firm) Wednesday, March 15, 2023 2:00 – 4:00 p.m. Eastern Moderated by […]
Continuing our work with SFDC from our working sessions in Atlanta this past fall, we will be holding an interactive update, Q&A, demo and feedback session for the SME Forum […]
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, […]
Wholesaler distribution has undergone a tumultuous 3 years, subjected to (1) a ~40% loss of advisor mindshare in 2020 made more difficult with an inability to meet in person, then […]
Registration now open through April 14- McCormick Ranch room block is available until March 27 This forum will be the last of the three part series we launched […]