The SME Forum Member Site

SS&C Technologies: Distribution Technology Trends (virtual panel)
2023-11-08 13:00 - 14:00 (America/New_York)
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 Solutions, SS&C
Panelists: TBD – previous years’ panelists have represented AdvisorTarget, American Funds, Invesco, John Hancock, Lord Abbett, PIMCO, Putnam, & Seismic

For more information, email Lee Kaworski

SS&C Technologies: Business Intelligence Roundtable (Austin, TX)
2023-10-22 08:00 - 2023-10-24 17:00 (America/New_York)
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 attendee from each participating firm – additional attendances to the Deliver conference available for a fee)
October 22-24, 2023

Keynote presentation by Matt Fronczke, Director of Research & Consulting, SS&C
Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C

Part of SS&C’s larger Deliver Conference
For more information, email Lee Kaworski

SS&C Technologies: Future Leaders Roundtable (virtual event)
2023-09-26 14:00 - 16:00 (America/New_York)
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, Head of Distribution Solutions, SS&C

For more information, email Lee Kaworski

SS&C Technologies: Future Leaders Roundtable (virtual)
2023-09-26 13:00 - 13:45 (America/New_York)
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 of Research & Consulting, SS&C

Virtual roundtable Discussion for the Next Generation of Asset Management Leaders (Limited to one attendee from each participating firm – attendees should be “up-and-comers” from sales, marketing, or BI/strategy)

For more information, email Lee Kaworski

SS&C Technologies: Roundtable for Distribution & Marketing Leaders (NYC)
2023-09-11 18:30 - 2023-09-12 12:00 (America/New_York)
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

Dinner & discussion with representatives from leading broker/dealers

Tuesday, September 12, 2023
8:00 a.m. – 12:00 p.m. Eastern

Keynote presentation by Matt Fronczke, Director of Research & Consulting, SS&C
Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C

For more information, contact Lee Kaworski

Get Your Enterprise Ready for Microsoft OpenAI: Webinar with HSO
2023-08-16 11:00 - 11:30 (America/New_York)
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 models like ChatGPT for the enterprise?
While the process of setting up CoPilot and small POCs is straightforward, preparing for a large-scale rollout in an enterprise environment brings forth numerous challenges that are causing difficulties for everyone involved.
Join HSO’s Asad Mahmood, VP of Data & Analytics on Wednesday, August 16th at 11 am ET as we discuss the enablement and roadmap to prepare your enterprise to harness the full power of generative AI.
During the session, we will focus on:

Exploring real-life experiences with data and AI readiness: We will touch on real-world examples of organizations preparing their data infrastructure for generative AI.

Enabling productivity tools in AI: Understand how integrating AI into productivity tools can unlock new functionalities and enhance user efficiency.

Assessing existing data infrastructure: Recognize the importance of evaluating your current data infrastructure to determine its readiness for generative AI.

Ensuring data security: Address the critical aspect of data security in generative AI. Explore measures and strategies to safeguard sensitive information and ensure compliance with privacy regulations.

Live Q&A session: We will leave some time at the end of the session to address your queries, concerns, and specific challenges related to preparing data infrastructure for generative AI and enabling AI in productivity tools. If we don’t get to your question during the session, we will follow up with you individually afterward.

By covering these topics, attendees will gain practical insights, real-world examples, and actionable strategies to prepare their data infrastructure and unlock the full potential of generative AI within their organizations.

Register Now at HSO's Website (link will open new window)

Event Facilitator

Asad Mahmood
VP of Data & Analytics, HSO

Are Your Systems Ready? 6 Questions to Answer About Implementing the Tailored Shareholder Rule. An Interactive Webinar with Synthesis and Red Oak Compliance
2023-08-02 11:00 - 12:00 (America/New_York)
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?
The TSR mandates something less like a shareholder report and more like a traditional institutional fact sheet: clear, concise, and emphasizing the essentials.
The TSR must provide shareholders with both the facts and the context that creates meaningful understanding of them.
It is a radical departure from the SEC’s prior reporting mandates, so ’40 Act funds have their work cut out for them insofar as infrastructure and compliance are concerned. IIn this webinar, John Toepfer, CEO of Synthesis Technology, the industry’s most innovative provider of content and data automation solutions, Cathy Vasilev, COO of Red Oak Compliance, a leading provider of outsourced compliance solutions for the asset management industry, and Girard Healy, Managing Director in Accenture’s North America Asset Management practice (retired), focused on advisory and consulting services for asset managers, global custodians and service providers, team up to provide marketing, compliance, data, and reporting teams with the technological and compliance-based context they will need as they plan and execute their TSR strategy for 2024:

How will reporting change?
Under-the-radar compliance issues to know?
Systems capabilities?
Evaluating solutions?
Project management considerations?
Effective strategy execution?

Register Now at Synthesis' Site (will open a new window)

Speakers and Moderators

Daniel Quinn
CMO of Blue Horizon/Synthesis Technology
Daniel will be the moderator

Cathy Vasilev
COO Red Oak Compliance

John Toepfer
CEO Synthesis Technology

Girard Healy
Managing Director, North America Asset Management practice, Accenture (retired)

2023 Global SME Forum: London
2023-06-12 08:00 - 2023-06-13 17:00 (America/New_York)
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 perspective of how fundamental data is to all our roles and objectives in the Marketing, Sales, and Operations of our global asset management firms. Our four key note speakers will offer perspectives on how data is driving new possibilities for our industry while each of the nine breakout sessions will focus on the practical matters of how emerging and best practices are being applied today to achieve our goals.
Begins on Monday afternoon, June 12 at 1pm and carries through the end of the day Tuesday, June 13 at 5pm

Forums are open to any and all employees of a member firm – no restrictions
Non-member participants in the Asset Management industry are also encouraged to participate
Attendees are typically drawn from team leads to C-Suite leadership executives
Our topics focus on global Marketing, Sales/Distribution, Operations and Technology interests with emphasis on best practices and application

Anyone that has been to one of our Forums knows the enduring value of attending SME in-person meetings, roundtables and conferences. All are intimate affairs (limited to a total of 75 participants) that help you Learn, Connect, Grown and Solve your needs through peer to peer engagement and subject matter expertise. Whether it is an Interactive Session, Client Showcase, Forum Workshop, a Member Social you will be able to engage with the session leaders, fellow participants, and the broader SME Forum community before, during, and after each session. This proven approach is designed to help ensure you are getting the most out of the event and your continued membership with The Forum. Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.

Location:
DoubleTree by Hilton London – Tower of London
7 Pepys St, London EC3N 4AF, United Kingdom

How Asset Managers Can Modernize Their Distribution Using AI: Webcast
2023-05-23 13:00 - 14:00 (America/New_York)
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 more efficiently and effectively in front of the right advisors. Now this is no magic bullet, but Tifin has been working in this space for a long time and more recently working directly with asset managers. We will spend time with their chief Data Scientist, Nikhil Nawathe, to get under the hood of what makes this platform so intriguing to asset managers. In this webcast learn more about Tifin’s background and accomplishments, focus in on the most appropriate solution for SME Forum members (Tifin AMP), and hear from current users of the solution about their experiences.

– Over the hour, we will discover how asset managers can modernize their distribution using AI
– We will be joined by three industry leaders – John Halaby, Head of Distribution at Harbor Capital, Sam Browning, Director of Growth Partnerships at TIFIN, and Nikhil Nawathe, Head of Data Science at TIFIN AMP.
– As key partners for the past 2 years, John, Sam, and Nikhil will share how TIFIN works with asset managers like Harbor to modernize distribution with data science, machine learning and artificial intelligence.
– Part of the discussion will include a demo of TIFIN’s Asset Manager Platform

Recommended for Distribution, Product and Marketing. Register here: Attend Tifin AMP Webcast on Tue, May 23 Please feel free to share this with others in your organization that may find value from attending.

Register here: Attend Tifin AMP Webcast on Tue, May 23

Nikhil Nawathe
Head of Data Science, TIFIN
Nikhil Nawathe is the Head of Data Science at TIFIN AMP. He joins from Meta, where he spent the last eight years at Meta building and leading a team focused on marketing science research and driving impact to end clients.
Nikhil oversees the development of intelligent algorithms within TIFIN AMP to address the modern data and distribution frictions in the asset management industry.
He holds a Master’s degree in Computer Science from Cornell University.

Sam Browning
Director of Growth Partnerships, TIFIN
Sam Browning is the Director of Growth Partnerships at TIFIN AMP where he is responsible for partnering with our Asset Manager clients to optimize their Distribution efforts, powered by AI.
Prior to joining TIFIN, Sam was a Senior Partner and Executive Director at a global asset and wealth management consulting organization, Alpha FMC. Sam is an industry thought-leader in data-driven distribution and sales enablement, and has extensive experience supporting global asset managers.
In his decade of experience in the industry, Sam has worked with over 50 investment managers, leading strategic and operational transformation across Sales & Marketing Strategy, Data Science, Machine Learning, Analytics, Enterprise Data, CRM, Distribution Technology, Front Office and Enterprise IT.
Sam holds an economics degree from the University of Bristol, where he focused on systems thinking, game theory and behavioral economics.

John Halaby
EVP, Head of Distribution, Harbor Capital
John Halaby joined Harbor in 2018 as executive vice president and head of distribution. He is accountable for developing and implementing overall business strategy for distribution and leads the key account, sales, and marketing organizations. Prior to joining Harbor, John was the Head of Financial Institutions Group – U.S. Intermediaries at T. Rowe Price.
He earned a B.A. from Cornell University. John is a CFA charterholder and a member of the CFA Institute.

Webcast: Improving Event ROI
2023-05-17 14:00 - 15:00 (America/New_York)
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 even tell which events all their sales and marketing organizations have participated in. To be fair, the issues are multi-tiered and complex:

What are all the events that are potentially available to you
Which are most appropriate for your particular strategies
How can you best match your resources with the right events
Who is best poised to represent your capabilities
Where are you spending your money and what is the ROI

These are seemingly basic questions of any go-to-market effort, yet asset managers on the whole have a very hard time being able to answer these with any sense of confidence or consistency over time.
The SME Forum is pleased to introduce Function4 (F4) in this webcast designed to explore how the events space in Financial Services is changing, reveal the tens of thousands (yes!) events, speaking slots and sponsorships that are available from nearly 10,000 client firms all across the world. No wonder we are having a hard time navigating these target rich waters! This webcast is organized for decision makers in Marketing, Sales and Distribution, Strategy and Finance at any retail, alternatives, and institutional asset managers. As several SME Forum member firms have already subscribed and use F4’s services, this is proving to be a serious source of intelligence to help asset managers make informed choices about how to best deploy your very limited and precious resources and, perhaps even more importantly, be able to see how you are benefiting from the investments you are making in each event you choose to participate in.

Recommended for Marketing, Events, and Distribution.
Click this link to register by email
Register here: Attend Event ROI on Wed, May 17
Please feel free to share this with others in your organization that may find value from attending.

2023 Spring SME Forum
2023-04-18 08:00 - 2023-04-19 17:00 (America/New_York)
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 last year focusing on the inter-connectedness of the Distribution and Marketing organizations at asset management firms. The closing theme for this topic in Scottsdale will center around Rethinking Sales & Marketing Collaboration for Results. By this we are focusing on how the balance between an increasingly interdependent sales and distribution relationship can (and more recently broadly proven) that both organizations must play a part in the entire client journey and lifecycle to help deliver the kinds of results that they are looking for. While this is a broad perspective, it is designed to help direct our session development and guide our choices of main stage presentations and discussions. You all are heavily involved in this shift of capabilities across these two areas and the implications it has on the operations and technologies necessary to support these new collaborations. With the state of the market, budgets for programs will get scrutinized even more in the coming few years, so the conclusion to this series is focused on Rethinking Sales & Marketing Collaboration for Results.

Begins on Monday afternoon, April 17 and carries through the end of the day Wednesday, April 19
Forums are open to any employee of a member firm. There is also limited access for non-members (feel free to invite)
While we typically reserve two seats for each firm, this forum will not have those restrictions
Attendees are typically drawn from team leads to C-Suite leadership executives
Our topics focus on global Marketing, Sales/Distribution, Operations and Technology interests

Anyone that has been to one of our Forums knows the enduring value of attending SME in-person meetings, roundtables and conferences. All are intimate affairs (limited to a total of 120 participants) that help you Learn, Connect, Grown and Solve your needs through peer to peer engagement and subject matter expertise. Whether it is an Interactive Session, Client Showcase, Forum Workshop, a Member Social you will be able to engage with the session leaders, fellow participants, and the broader SME Forum community before, during, and after each session. This proven approach is designed to help ensure you are getting the most out of the event and your continued membership with The Forum. Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.
Still not sure? Call us at +1-917-561-9553 or write to SMEForum@TheSMEForum.net for help thinking through who best to attend based on content, opportunity and what is happening at your firm. Let’s get the right people to participate.
Location:
The McCormick Ranch
7505 E McCormick Pkwy, Scottsdale, AZ 85258

Learn More and Register Now (will open in new browser)

Sales Activity Benchmark Webcast
2023-04-05 15:00 - 16:00 (America/New_York)
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 (2) a struggle to engage with them in 2021 with ~35% unreached, and finally (3) a ~75% rise of in-person engagement, but at the expense of other traditional sales channels.
Join us on Wednesday afternoon April 5th to kick off a three-part discussion where we dive deeper into the source of these insights and how they are helping asset managers improve coverage strategies and the resounding implications for what we must do next.
In part one, we provide an introduction to the consortium that has come together to develop these industry insights and assess how coverage strategies are evolving through use cases (Virtual Discussion, April 5th)
In part two, we look to collaborate with you and capture your most pressing distribution needs – an output that will directly inform the future roadmap of which coverage/distribution problems we tackle over the next 2 years (Breakout Session at SME Forum, April 18th)
In part three, we look back at the past 3 years and assess how distribution has evolved and the implications to asset managers. As we look to the future, we will also leverage early changes in healthcare as a proxy for how asset managers may address the trends we are contending with, today (Presentation at SME Forum, April 19th)
Consortium overview:

An expanding consortium of asset management firms, currently accounting for ~700 active wholesalers across 7 asset managers
ZS collects, anonymizes, and aggregated wholesaler activity data to develop insights on wholesaler activity, attained firm/advisor share of voice, and channel preferences
Historically, the consortium has accounted for 241k unique CRDs and 2.7 million+ unique touchpoints
Our insights are focus on BD (expansion into RIA planned for 2023)

Register Here and the meeting credentials will be sent to you as confirmation. Please be sure to share this with any of your colleagues that will have an interest. There is no limit to member participation.

SS&C Technologies: Product & Platform Trends (virtual panel)
2023-04-04 13:00 - 14:00 (America/New_York)
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, VP, Head of Distribution Solutions, SS&C
Panelists: TBD – previous years’ panelists have represented AssetMark, Bank of America Merrill, Edward Jones, Envestnet, Morgan Stanley, Russell, and Wells Fargo Advisors

For more information, contact Lee Kaworski

Interactive Webcast: Salesforce.com Mobile Platform
2023-03-23 15:00 - 16:00 (America/New_York)
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 members currently using and interested in the SFDC Mobile solution.
In the breakout session this fall, there was a wide gap of familiarity with the platform along with a palpable interest in leveraging the capability as field sales personnel get back out in their territories and are increasingly spending more time away from their offices. We will be joined by Andrew Mangano – Director, Product Management and Urvin Thakkar – Senior Director, Product Management of the Mobile platform. We will do a quick recap on the platform, talk about more recent changes that address our concerns raised in Atlanta, as well as discuss on going and future enhancements that are relevant to the asset management industry. This will cover technical, administrator, as well as end user perspectives. All are welcome and there is no limit to participation from any member firm so feel free to share with your teams and colleagues.
Register Here via email and the meeting credentials will be sent to you as confirmation.

SS&C Technologies: Remote & Virtual Sales Roundtable (virtual)
2023-03-15 14:00 - 16:00 (America/New_York)
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 Lee Kowarski, VP, Head of Distribution Solutions, SS&C

For more information, email Lee Kaworski

SS&C Technologies: Remote & Virtual Sales Roundtable (virtual)
2023-03-15 13:00 - 13:45 (America/New_York)
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, Director of Research & Consulting, SS&C

For more information, contact Lee Kaworski

SS&C Technologies: Wealth Management Trends (virtual panel)
2023-02-28 13:00 - 14:00 (America/New_York)
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. Eastern

Moderator: Lee Kowarski, VP, Head of Distribution Solutions, SS&C
Panelists: TBD – previous years’ panelists have represented Bank of America Merrill, Commonwealth Financial Network, Edward Jones, Fidelity Investments, LPL, Morgan Stanley, Raymond James, and UBS

For more information, contact Lee Kaworski

SS&C Technologies: National Sales Roundtable (NYC)
2023-01-18 08:00 - 12:00 (America/New_York)
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. Eastern

Keynote presentation by Matt Fronczke, Director of Research & Consulting, SS&C
Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C

For more information, contact Lee Kaworski

2022 Fall Forum: Marketing Innovation as a Digital Multiplier
2022-10-24 15:00 - 2022-10-26 17:00 UTC
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 more of what they learn. In Atlanta, each of the Breakout Periods will feature a working session focused on solutioning. If you have any use cases or other situations that you would like us to consider for these sessions please let us know what it is so that we can organize a session around it. We are continuing our three part series started in Newport Beach (Latent Leverage) this Spring around extracting value from the resources you already have within your organizations. With the state of the market, budgets for programs will get scrutinized even more in the coming few years, so our second part of the series is focused on Marketing Innovation as a Digital Multiplier.

Begins on Monday afternoon, October 24 and carries through the end of the day Wednesday, October 26
Forums are open to any employee of a member firm. There is also limited access for non-members (feel free to invite)
While we typically reserve two seats for each firm, this forum will not have those restrictions in Atlanta
Attendees are typically drawn from team leads to C-Suite leadership executives
Our topics focus on global Marketing, Sales/Distribution, Operations and Technology

Anyone that has been to one of our Forums knows the enduring value of attending SME in-person meetings, roundtables and conferences. All are intimate affairs (limited to 60 participants in London) that help you Learn, Connect, Grown and Solve your needs through peer to peer engagement and subject matter expertise. Whether it is an Interactive Session, Client Showcase, Forum Workshop, a Member Social you will be able to engage with the session leaders, fellow participants, and the broader SME Forum community before, during, and after each session. This proven approach is designed to help ensure you are getting the most out of the event and your continued membership with The Forum. Our sessions promise to deliver on the core tenets of our in-person conferences that you’ve come to expect: new learning, introductions to peers to build your networks of help, and insights that you can share with your teams and across your organization to support your goals and objectives.

Registration Now Open. Click Here to go to Registration Site

If you would like to know what it’s like to attend a Forum, check out this video from our 2022 Spring Forum.

Webinar: Winning Advisor Mindshare
2022-09-13 14:00 - 15:00 UTC
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 to better understand how effective and efficient sales personnel are, especially in relation to their peers at other like firms.
Learn about a growing consortium that aggregates wholesaler activity across thousands of advisors to better understand sales productivity, effectiveness, and share of voice. Jason Brown, Principal at ZS, will review macro trends in advisor accessibility and wholesaler engagement and hear from your industry peers who look to these data to inform performance management and sales strategy. Discuss how the consortium can grow and improve going forward.
This topic is also featured as a working session at the upcoming Fall 2022 SME Forum in Atlanta. Join this informative webinar with fellow industry participants to learn more and share your own perspectives on the subject. Register Below

Learn from these Experienced Professionals

Jeff Mehi
Director, Distribution Intelligence, Franklin Templeton
Jeff joined Franklin Templeton in February of 2022 as Director of Distribution Intelligence focusing on strategy and business analytics across the global distribution team. Previously, he spent 13.5 years at PIMCO Investments working in various operating and strategy roles. Jeff specializes in industry and third-party data packs alongside data, sales coverage, and segmentation models. Overall, he has 17 years of experience in the asset management space, lives in Austin, TX with his wife and baby daughter. Jeff has his undergraduate degree in Finance from the Haworth College of Business at Western Michigan University.

Mike Colligan
Head of Sales Coverage Strategy, Vanguard
Mike joined Vanguard in 2013 and currently oversees the company’s sales coverage strategy in the financial advisor space. Mike’s prior experience includes corporate finance, distribution strategy, and global expansion efforts across Europe and North America. Prior to Vanguard, Mike was a consultant in the insurance industry and currently lives with his wife in Conshohocken, PA.

Jason Brown
Principal, ZS
ZS is a global consulting, analytics, and technology firm focused on marketing and sales effectiveness and efficiency, with more than 13,000 employees worldwide. Jason joined ZS in 1997; he leads ZS’s financial services practice and has worked with asset management and insurers for more than a decade. Jason is also an adjunct professor of marketing at Boston College’s Carroll School of Management.

September 13, 2022 Webinar Registration

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7th Annual Global SME Forum, London - Connecting the Data
2022-06-13 08:00 - 2022-06-14 17:00 UTC
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, this will be the seventh year that we host an annual conference in London focused on topics and issues of import to our EMEA and APAC community. While data is a fundamental and increasingly critical element of every Asset Management firm’s strategies (all of them!). This will not be just about data. It is about connecting the data, the dots, and with one another.
The Forum organizes one of the most engaging and valuable exchanges because it is participant driven and oriented to your needs across Sales, Marketing, Operations and the common technologies and practices that asset managers with global footprints all share and contend with. This is an opportunity to reconnect with your peers and colleagues to share what is working, what isn’t, how others are addressing and solving for the same issues and opportunities we all face.
Forums are not like other conferences you may have been to. They are designed to foster the free exchange of experiences and interests amongst its member participants in a balanced way. We do this by ensuring select participation and cultivating high degrees of trust among our attendees so that you can maximize the value of your time together. You will find three types of engagement options in three different ways:

General Sessions with everyone together in a more formal, directed conversation through show cases, panels and speakers
Breakout Session are a selection of topics that are participant-driven discussions and working sessions to delve deep in small groups
Social Settings such as receptions, breaks, and meals to allow more self-directed interaction and networking in a relaxed manner

We have perfected the art of balancing these events with formal group sessions that are punctuated with more intense breakout sessions to dig deeper into your particular areas of interest. Not forgetting that all business is fundamentally human, we ensure that there is plenty of informal time to meet one another and build lasting networks of support and help as well. These represent the three key mechanics we use to help you and your organizations learn and grow at our Forums and perhaps more importantly, between our events. Every breakout session at the Forum is a dynamic conversation and discussion between members in which to share best practices and successes along with learning from one another about beginning, implementing, and improving on your own efforts.
This Forum will be of interest to Sales Operations personnel (CRM, Training, Reporting), Marketing Operations personnel (Automation, Campaign Management, Segmentation), Data Management (Analytics, Data Science, Strategy) as well as Technology personnel who support the Sales, Marketing and Operations of their respective asset management firms outside of the US market. Come prepared to share, learn, connect and grow through a decidedly fresh approach!

Learn More and Register Now

2022 Spring Forum: Latent Leverage - Getting More With What You Have
2022-04-05 08:00 - 2022-04-07 17:00 UTC | Hyatt Regency, Newport Beach, CA
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 shifted priorities and focus to meet the changing landscape for organizations both internally and externally with their advisors and investors, there remains a tremendous pool of resources and capabilities yet untapped to meet our many challenges. Through our research, virtual events, and at our upcoming Spring 2022 SME Forum, we are working with the community to help discover and highlight those tools, technologies, subscriptions, data, skill sets, and the many other resources that are often readily available to be leveraged on behalf of your needs and objectives.
Forum events are unique in that they are member-driven focuses on the needs of the community through a combination of general sessions and an emphasis on working breakouts with other industry and solutions leaders who help bring fresh perspectives on how you can improve the effectiveness of your businesses efficiently. A good balance of social and informal options is worked into the schedule to allow everyone the freedom to engage with those of interest.
Represented by over 60 member firms from trillion-dollar asset managers to independent wealth management firms, we share in common goals by learning from one another, avoiding unnecessary pitfalls, and building networks of support that we can reach out to whenever you need. Although seemingly counter-intuitive that competitors would share what they are struggling with or have succeeded in solving, the depth of trust and reciprocity that we pointedly foster among our members, regardless of firm size or niche in the asset management marketplace, is a trait of how participants extract enduring value from their membership and engagement for their organizations– but you must show up and participate!
Our core audiences range from senior managers to team leads in Marketing and Sales/Distribution Operations, Key/National Account Servicing and the Technologists who support these business lines from our Institutional and Retail Asset Management member firms.
We strive to help you gain clarity, learn about potential solutions to your needs, see opportunities and meet others who can be sources of help to you and your organizations – based on what is important to you. Join us in Newport Beach for an informative, engaging, and fun couple of days together.
Still not sure? Write or call us for help thinking through who best to attend based on content, opportunity and what is happening at your firm. Let’s get the right people to participate.

SES (Sales Enablement Society): Global All Hands Call
2021-11-17 08:00 - 17:00 UTC
Contact event organizer for details.

Fall 2021 SME Forum: Return to a New World
2021-11-09 08:00 - 2021-11-10 17:00 UTC
We’re excited to be planning the Fall 2021 Forum as a live and in-person event!
Hyatt Regency Boston Harbor Hotel, Boston, MA
Tuesday 9 and Wednesday 10, November, 2021

2021 MMI Annual Conference
2021-10-20 08:00 - 2021-10-22 17:00 UTC
Contact event organizer for details.
Denver, Co.
Brings together a who’s-who of thought leaders and decision-makers from across the investment advisory industry to examine and debate the critical factors and strategies that will drive success and separate winners and losers over the next decade

Define Your Now: Community Summit North America
2021-10-07 08:00 - 2021-10-09 17:00 UTC
Contact event organizer for details.
Leading training and networking event worldwide for Microsoft technology users and partners. Keynote speakers and 500+ sessions.

Webinar: In-Depth Findings Review: Next-Generation Distribution Enablement - with MarketBridge
2021-10-05 13:00 - 13:30 UTC
New findings on how changing market dynamics are accelerating the evolution of sales, marketing, and distribution effectiveness.
As a follow-up to the Spring SME Forum event, MarketBridge is back on Tuesday, October 5th at 1:00PM ET sharing the results of their comprehensive report, “Next-Generation Distribution Enablement: An Outlook for 2022.” Based on surveys with 35+ asset management firms (including a number of SME Forum members), and over 100 financial advisors, Bill Sheldon, SVP leading MarketBridge’s Financial Services practice, shares research and insights on how changing market dynamics are evolving Sales, Marketing and Distribution effectiveness. Most importantly, the research identifies what asset managers must do to transition to next-generation distribution—or risk falling further behind.
Listen to this 30-minute webinar, as we dive into the data:

Biggest challenges firms face in this transition to next-gen distribution enablement
Three top priorities for market leaders going into 2022
11 go forward actions to improve business agility, customer experience, and data-driven enablement programs

Register today using the form below to save your spot and in addition, get immediate access to the full report.

Learn More About the Report

Webinar: Increasing Distribution Impact through Sales Optimization - with XALT
2021-09-29 13:00 - 14:00 UTC
Sneak Peek on What to Expect from this Webinar

(1 minute. 49 seconds.)

Asset Managers’ clients have changed and their expectations have risen significantly: they are better prepared, more digitally-savvy, and more knowledgeable than ever before and they expect – they demand! – informed, insightful, hyper-personalized engagement at every meeting. Sales teams need to have better insights at their disposal at all times so that they can go further with their clients and deliver asset growth for their firm.
This means that in today’s increasingly digital and competitive arena, distribution teams need the best tools at their fingertips to optimize sales effectiveness, exceed their client expectations, and deliver at speed and scale. In our upcoming webinar on Wednesday, September , Patrick Murphy founder of UK-based FinTech PureGroup will share learnings from implementations of their industry-awarded Sales Optimization platform, XALT, with global asset managers, highlighting key lessons learned. Introduced to us by member firms, PureGroup was founded in 2013 and is now focused on improving asset manager client engagement in 15 countries across North America, Europe, and Asia-Pacific via its industry-leading sales optimization application XALT, with global customers including Invesco, BNY Mellon, and Pictet among many others. XALT won “Best Use of Data” at the Investment Week Innovation Awards 2020 and “FinTech start-up” award at the Digital Client Engagement Summit in 2019.

Click Here to Register

Dreamforce
2021-09-21 08:00 - 2021-09-24 17:00 UTC
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San Francisco
Salesforce’s biggest event of the year.

TSAM LIVE London
2021-09-15 08:00 - 17:00 UTC | DoubleTree by Hilton London – Tower of London, 7 Pepys St, London EC3N 4AF, United Kingdom, United Kingdom
Contact event organizer for details.
Live event for asset management professionals to analyse new trends, tackle the biggest challenges and take a look at what the future holds for the buy-side and beyond.
