(First time to a Forum? Please read this!)
Forums are not like other conferences you may have been to. They are designed to maximize the free exchange of experiences and interests amongst its participants in a balanced way. You will find three types of engagement in three different ways:
- General Sessions with everyone in a ballroom setting and a more formal, directed conversation, with audience participation.
- Breakout Sessions are a mix of topics and deep dives that are entirely participant-driven discussions and working sessions.
- Social Settings such as meals, receptions, and activities to allow more self-directed interaction and networking.
These represent the three key mechanics we use to help you and your organizations learn and grow at our in-person Forums. 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. The breakout sessions are purposely succinct in their titling and description to allow the participants to drive more of the content, priority, and overall direction of the discussions. Facilitators for each session you register for will be reaching out to you in advance to gain your input for that session and help ensure that you are able to maximize your participation in it. Please be sure to provide them with your needs, interests and perspectives when they reach out.
In addition to member participants from a broad spectrum of asset management firms, a curated selection of Vendor Partners and Solution Providers has been invited for showing deep understanding and dedication to this space in the financial services industry and in particular to Sales, Marketing, Client Servicing and the tools, technologies, and practices that enable them. However, unlike other conferences, they do not have booths, tables, or other dedicated space at the events. On the contrary, we invite them to participate in the sessions as a means for them to continue learning about what we are tasked with, how they may be of help and how they have assisted others in similar situations as us. They are forbidden from making sales pitches but encouraged to share their accomplishments and experiences with us as sources of expertise and broad exposure to our industry. As such please be open to learning and sharing with them as well.
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.
Agenda and Session Descriptions
(as of 29th May 2025)
Download Agenda to Share and Print (pdf)
View and Download Session Descriptions (pdf)
Tuesday afternoon, June 17, 2025
12:00 Lunch, Registration and Networking (Garden Gallery Foyer)
13:30 Welcome and Opening Remarks, Tony Busacca and Mario Barbato (Garden Suites)
13:45 Embrace Buying Signals to Streamline AM Distribution with Simon Daniels, Marketing Operations, Percassity
14:30 90 Minute Working Breakout Sessions (Facilitated Participant-Driven Discussion):
Tue PM: Global Success Stories in Trigger-based (Next Best Action) Sales Campaigns
Tue PM: Redesigning Client Journeys through Regional Personas
Tue PM: Unlocking Value from Unstructured Data Across Global Systems
16:00 Coffee and Refreshment Break
16:15 Bridging the Disconnect: What Sales Say They Need to Win — and Can We Deliver It? Patrick Murphy, XALT
17:00-20:00 Reception, Wine Tasting, Food & Networking all are welcome (Hosted Bar, Canape’s, Heavy Hors D’Oeuvres – Wild Side Rooftop)
Wednesday, June 18, 2025
8:30 Registration and Networking Breakfast (Garden Gallery Foyer)
9:00 Welcome and Opening Remarks, Tony Busacca and Mario Barbato (Garden Suites)
9:15 How to Consolidate Your Stack and Drive Value with Andy Mullings, Global Director, Bluprintx
10:15 Coffee and Refreshment Break
10:30 90 Minute Working Breakout Sessions (Facilitated Participant-Driven Discussion):
Wed AM: Comparing CRMA, Tableau, and Power BI for Global Sales Enablement
Wed AM: Supporting Distributed and Cross-Market Sales Teams
Wed AM: Why Aren’t You Driving Value from Your Technology Stack?
Noon Networking Lunch (Hot Sit-Down Buffet in City Café Restaurant)
13:30 90 Minute Working Breakout Sessions (Facilitated Participant-Driven Discussion):
Wed PM: Innovations in Sales Distribution Technology
Wed PM: Aligning Sales and Marketing in Cross-Border Lead Strategies
Wed PM: Operationalising Third-Party Data Across Markets
15:00 Closing Workshop Session with Key Take-Aways and Next Steps
16:00 Closing Reception and Networking until 19:00 (Hosted Bar & Canape’s –Savage Garden Rooftop)
To confirm your firm’s membership status please visit https://thesmeforum.net/membership/. While Forums are primarily reserved for any employee of a member firm, we welcome any request for guests and others who would enrich the experience for the community. If you need any help with your registration, please feel free to call us at +1-917-561-9553 or email smeforum@thesmeforum.net and we will address any questions you may have promptly.
Register Today
Please do not hesitate to reach out for any help, guidance or requests you may have with respect to registration at any time:
Hazem Gamal +1-917-561-9553. Happy to help ensure you can attend!
Confirmations and other emails from this registration site will all come from ”Event Smart.com” with a similar domain of @eventsmart.com. Please add these to your safe address list and check your spam or junk folders. Credit Card receipts will be cleared through Thoth Advisory Services, LLC.
Notice: Some sessions and other portions of the event may be video and/or audio recorded. By registering for this event, you grant consent to The SME Forum for the use of your image, video, audio, or any combination of the three by the SME Forum on behalf of the membership.