Delivering Actual Intelligence: Pursuing Business Value
About this Spring 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 our April 2023 Forum in Scottsdale, there was a significant change in receptiveness from the membership to explore AI (and we will use this term VERY broadly to be as inclusive and thoughtful about the domain) in November, 2024. So we built programming that infuses, takes into consideration and deliberates HOW artificial intelligence can be effectively applied to our businesses in practical and realistic ways. This, of course, will supplement our many staple topics that broadly include Marketing, Distribution, Institutional and Wealth, Data, Practices, etc.
As we concluded in November at The Forum, “AI will be a topic and feature of almost every conversation we have going forward just as data has become so ubiquitous. BUT, it is never really about the data or AI, we are always working to ensure that we keep our eye on the ball which is HOW does data (and now increasingly AI) play into our efforts to deliver business value and address our various business goals and objectives.
About the SME Forum:
- 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 at your invitation
- Attendees are typically drawn from team leads to C-Suite leadership executives in both Retail and Institutional Asset Management
- 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 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?
Just 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.