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 […]
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 […]
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 […]
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, […]
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 […]
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 […]
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 […]
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 […]