How Asset Managers Can Modernize Their Distribution Using AI: Webcast

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 […]

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 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 […]

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? 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 […]

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 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 […]

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 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 […]

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 of Research & Consulting, SS&C  Virtual roundtable Discussion for the Next Generation of Asset Management Leaders (Limited to one attendee from each participating firm – […]

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, Head of Distribution Solutions, SS&C   For more information, email Lee Kaworski  

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 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 […]

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 Solutions, SS&C Panelists: TBD – previous years’ panelists have represented AdvisorTarget, American Funds, Invesco, John Hancock, Lord Abbett, PIMCO, Putnam, & Seismic       […]

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 their businesses. Simultaneously, the number of Institutional-only firms joining the community has been increasing over the years. While we always include topics and sessions geared […]

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 presentation by Matt Fronczke, Director of Research & Consulting, SS&C Roundtable discussion moderated by Lee Kowarski, VP, Head of Distribution Solutions, SS&C Use link to […]

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 the key flow drivers by universe and geography Where abrupt changes in flows direction may indicate inflection points Where investors in North America, Europe and […]