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