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 member 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 agenda items that are entirely participant-driven discussions and working sessions.
- Social Settings such as meals, receptions, activities, and other events 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 the 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
(as of 10/14/2024)
Monday, October 21
All Day: Arrivals and Check-in
Optional: Golf, Tennis, BBQ and Kansas City area excursions
5:00 – 8:00 PM: Welcome Reception, Networking and Interactive Group Activity
Tuesday, October 22
8:00 AM: Registration and Networking Hot Breakfast
9:00 AM: Welcome and Opening Remarks Hazem Gamal, COO, SME Forum
9:30 AM: Connecting the Dots – Using Data to Build a Distribution Playbook, with Alex-Golub Sass and Kristin Gibson, Broadridge
10:30 AM: Tuesday Morning Breakout Sessions:
Sales & Marketing Demonstrating Value: Sales Enablement Teams
Data & AI Paths to Success: Finding AI Projects with Business Results
Inst/Wealth Onboarding: Providing Differentiating Services for Retention and Growth
12:00 PM: Networking Sit Down Lunch
1:30 PM: Enriching Sales Enablment for Institutional Use discussion with Mark Shpizner (Centerbridge), CJ Haas (Goldman), Bill Safarik (Wellington), Zack Helgeson (Nasdaq/eVestment)
2:15 PM: Lessons Learned in MDM Implementations AM Panel with Danielle Lowe (Janus), Mark Elliott (American Century) along with Echo Gonino and Jill Camper (SS&C)
3:00 PM: Tuesday Afternoon Breakout Sessions:
Sales & Marketing Navigating Emerging Strategies, Products and Platforms
Data & AI Driving Adoption: Use Cases for Emerging AI Solutions
Institutional Improving the Buying Experience: Enabling the Sellers
Vendor Solution Hike2: A Data and AI Governance Framework to Consider
4:30 PM: Emerging Technologies Usage panel discussion with Jonathan Wang (VanEck), Gabe Parras (Thornburg) and Loren Fox (FUSE Research)
5:00 PM: Innovation as Art: Evolving to Improve a perspective from Neeaj Arora
5:30 – 8:00 PM: Offsite Reception, Exhibition & Sit-Down Dinner for all participants, Kemper Museum of Contemporary Art (a five minute walk)
Wednesday, October 23
8:00 AM: Registration and Networking Hot Breakfast
9:00 AM: Opening Remarks Hazem Gamal, COO, SME Forum
9:15 AM: Harnessing the Power of Responsible AI an exploration with Kuldeep Singh, Hike2 and Rupi Bhamra, MSCI
9:45 AM: Transforming Marketing: The Impacts of Data, AI and Benchmarking presentation by Oli Knight, Alphix/Fundamental Media
10:30 AM: Wednesday Morning Breakout Sessions:
Sales & Marketing Customer 360 from your CRM Platform
Data & AI Data Before the AI: Getting Your Data Ready
Institutional Achieving Client Driven Experiences Efficiently
Innovation Innovating with AI: Are You Doing It Wrong?
12:00 PM: Networking Sit Down Lunch
1:00 PM: Wednesday Afternoon Breakout Sessions:
Sales & Marketing Evolving Structures and Organizations to Meet a Changing Industry
Data & AI Emerging Skills, Experiences and Roles Required in an AI world
Institutional Leveraging Data Sources to Improve the Growing Wealth Mandate
Vendor Solutions eVestment: Client Use Cases for Off-Platform Usage
2:30 PM: Brand: How Tech and Ops Help Drive Value Industry Discussion with Jonathan Wang (VanEck), Josh Newton (T.Rowe Price), Bill Safarik (Wellington), and Adam Feldstein (ISSMI)
3:15 PM: Closing Reception and Networking
5:00 PM: Forum Concludes
6:30 PM: Leadership Council Offsite BBQ Dinner (by invitation)
Thursday, October 24: SME Leadership Council (by invitation)
8:00 AM: Leadership Council Breakfast
8:30 AM: Leadership Council Meetings
11:00 AM: Meeting Concludes and Departures
Program and Descriptions to Share
Download Agenda to Share and Print (pdf)
Download Session Descriptions (pdf)
Download Registered Attendees as of October 11 (pdf)
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 are happy to consider 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 917-561-9553 and we will address any questions you may have promptly.
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.
Register Here
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!
Notice: Sessions may be video and audio recorded. By registering for this event, you grant consent to The SME Forum for the use of your image, video, voice, or any combination of the three, without any compensation. This usage may include publications, advertising, or other media activities, including online platforms. Additionally, you waive any rights to inspect or approve the final video recording.