2023 Global SME Forum: London
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 […]
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Are Your Systems Ready? 6 Questions to Answer About Implementing the Tailored Shareholder Rule. An Interactive Webinar with Synthesis and Red Oak Compliance
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? […]
Get Your Enterprise Ready for Microsoft OpenAI: Webinar with HSO
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 […]
SS&C Technologies: Roundtable for Distribution & Marketing Leaders (NYC)
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 […]
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 […]
2023 Fall SME Forum: Institutionalized Asset Management: Bridging the Gaps
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 […]
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 […]
Institutional Trends Quarterly Webcast: December 2023 – eVestment, a part of Nasdaq
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 […]
Making Data Work – Instead of You Working on Data
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, […]