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 […]
In a sales environment that is increasingly competitive for meaningful in-person engagement, marketers and their distribution partners continue to struggle with their participation at industry events. Most asset managers can’t […]
Many of our SME Forum members have been reaching out to learn more about Tifin with their AI and machine learning solutions that are helping Asset Managers to position their products much […]
Connecting the Data Click here to Learn More and to Register “Connecting The Data” is the overall theme of the conference but we mean it from the broad […]
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? […]
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 […]