(Registration open until Monday, May 6th. Hotel preferred room rates available until Friday, April 26th)
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.
Optional events, activities, programs
We will help organize Golf, Tennis, and other activities for those who indicate interest on the registration form. You may also receive invitations from our Vendor Partner solutions community to join them off program at your sole discretion. We encourage you to consider the invitations from the vendor partners or join a group for some fun and networking as well.
Attendance at the Leadership Council meeting on Thursday morning is by invitation and we encourage you to explore your attendance to help direct and influence how the Forum delivers services that are meaningful to you and your organizations.
Agenda
(updated April 14, 2024)
Monday, May 13
All Day: Arrivals and Check-in
Optional: Golf, Tennis, Charlotte area excursions
6:00 PM: Welcome Reception
Tuesday, May 14
8:00 AM: Registration and Networking Hot Breakfast
9:00 AM: Kickoff and Opening Remarks Hazem Gamal, COO, SME Forum
9:30 AM: Leveraging Data with Emerging Tech – Davis Walmsley, Broadridge
10:30 AM: Tuesday Morning (TAM) Breakout Sessions:
- Marketing: Building Next-Gen Segmentation Capabilities
- Data & AI: Data Packs and Third Party Data Integration for AI
- Tech & Tools: CRM Innovations to support Growth in Wealth and Institutional
- Operations: Solutions in the RFP/RFI/DDQ space
12:00 PM: Networking Sit Down Lunch
1:30 PM: Panel Discussion with Wholesalers with Dave Nicholas, SS&C
2:15 PM: Collaborative Survey Findings with Loren Fox, Fuse Research
3:00 PM: Tuesday Afternoon (TPM) Breakout Sessions:
- Marketing: Building Sales and Marketing Activity Benchmarks
- Data & AI: Use Cases across Generative AI
- Tech & Tools: Creative uses of Sales Enablement Tools
- Operations: Revenue Enablement: The Next Frontier or Just
4:30 PM: Taking a Contrarian View – Fireside Chat with David Master, CMO
5:00 – 8:00 PM: Reception & Sit Down Dinner for all participants and guests
Wednesday, May 15
7:30 AM: Registration and Networking Hot Breakfast
8:30 AM: Kickoff and Opening Remarks Hazem Gamal, COO, SME Forum
8:45 AM: What Could the Promises of AI be? – Panel with Dennis Gallant, ISS-MI
9:30 AM: Wednesday Morning (WAM) Breakout Sessions:
- Marketing: Balancing Marketing KPIs and Metrics
- Data & AI: Data – Driving How Institutional Teams Operate
- Tech & Tools: Digital Sales Rooms – Emerging Use Cases
- Operations: Extending Mobile Capabilities to Meet Changing Needs
11:00 AM: Overcoming Risks with AI Implementation – To be confirmed
12:00 PM: Networking Sit Down Lunch
1:00 PM: Panel Discussion: Fundamentals for AI – Anthony Whitford, Olmstead
2:00 PM: Wednesday Afternoon (WPM) Breakout Sessions:
- Marketing: Key Challenges facing Institutional Sales & Marketing Teams
- Data & AI: Competitive Data Sources – what has changed recently
- Tech & Tools: Emerging Solutions Breakout: Tifin AMP
- Operations: Evolving capabilities for team intelligence and buying units
3:30 PM: Considering the Governance for AI – Fireside Chat with Alec Crawford, CEO
4:00 PM: Closing Reception and Networking
5:00 PM: Forum Concludes and Departures
7:00 PM: Leadership Council Offsite Dinner (By invitation)
Thursday, May 16 SME Leadership Council
8:00 AM: Leadership Council Breakfast
8:30 AM: Leadership Council Meetings
11:00 AM: Meeting Concludes and Departures
Program and Descriptions to Share (Updated April 14)
Download Agenda to Share and Print
Download Session Descriptions
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
(Registration open until Monday, May 6th. Hotel preferred room rates available until Friday, April 26th)
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 will 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.