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 […]
Location: Charlotte, NC Registration Is Closed (5/7/2024) We are kicking off a multi-forum topic that will we will pursue into 2025. While we don’t want to make it about “Artificial […]
Each quarter, Nasdaq eVestment mines its data to brief traditional managers on the most recent trends in the global institutional market. This quarter’s webcast will cover: Get This Quarter’s […]
About this Global SME Forum: We are kicking off a multi-forum topic that we will pursue into 2025. While we don’t want to make these about “Artificial Intelligence”, unlike at […]
As discussed at the recent SME Forum in Charlotte, NC, the Activity Breakout Session had several topics that were top of mind for distribution intelligence leaders: Are Financial Advisors taking […]