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 […]
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 […]
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, […]
What does a better customer experience look like for you? How does operational efficiency improve your day? As the asset management industry pivots towards innovative AI solutions, Microsoft Copilot […]