(First time to a Forum? Please read this!)
Forums are unlike most conferences you may have attended. They are specifically designed to maximise the open exchange of experiences and insights among participants in a balanced and inclusive way.
You will find three main types of engagement:
- General Sessions – held in a ballroom setting with a more structured format and facilitated discussion, including audience participation.
- Breakout Sessions – a range of focused, participant-driven discussions and working sessions that allow for deeper exploration of topics.
- Social Settings – including meals, receptions, and activities, which provide more informal opportunities for networking and self-directed interaction.
These three elements form the core mechanics we use to help you and your organisations learn, share, and grow at our in-person Forums.
Every breakout session is a dynamic, member-led conversation in which participants share best practices, successes, and lessons learned. The sessions are intentionally broad in their titles and descriptions so that attendees can shape the content, priorities, and direction of the discussion.
The facilitators for each session you register for will contact you in advance to understand your interests and objectives. Please respond openly with your needs, perspectives, and priorities so you can gain the greatest value from the session.
In addition to members from a wide range of asset management firms, we invite a carefully curated selection of Vendor Partners and Solution Providers who have demonstrated deep expertise and commitment to our industry — particularly in Sales, Marketing, Client Servicing, and the tools, technologies, and practices that support them.
However, unlike traditional conferences, they do not have booths, exhibition tables, or dedicated spaces. Instead, they participate in the sessions alongside members. They are strictly prohibited from making sales pitches but are encouraged to share their knowledge, experiences, and accomplishments as valuable industry contributors. We therefore ask that you approach these interactions with the same openness to learning and sharing that you bring to all Forum discussions.
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
Download Agenda to Share and Print (pdf)
View and Download Breakout Session Descriptions (pdf)
Monday, June 15, 2026
9:15 – 10:15 AM: Welcome Breakfast – DoubleTree by Hilton London -Tower of London
10:15 – 10:30 AM: Opening Remarks
10:30 AM – 11:15 AM: Opening Keynote: From Challenges to Solutions in Asset Management – ISS Market
A candid look at the industry’s biggest pain points—followed by what’s actually working. This session sets the tone by moving beyond identifying problems to showcasing real, implemented solutions across distribution, marketing, and operations.
11:15 – 11:30 PM: Networking Break
11:30 AM – 1:00 PM: Monday Morning Breakout Sessions (please choose one when registering):
Session 1 The Near-Term Automation Opportunity: What Distribution Can Hand-Off to AI Now
Session 2 What Sales Teams Actually Want from AI and Technology
Session 3 CRM for Distribution: Data Models, Integration
1:00 – 2:15 pm: Networking Lunch – City Café – Lobby Level
2:15 – 2:45 PM: Go-to-Market Measurement – Accenture Song
In this session we will explore the best practices recommended for clients to address the ongoing challenge of demonstrating the value of marketing and sales investments.
2:45 – 3:00 PM: Networking Break
3:00 – 4:30 PM: Monday Afternoon Breakout Sessions (please choose one when registering):
Session 4 Activity Capture in CRM: Getting Sales to Log What Actually Matters
Session 5 Alternatives Distribution in Asset Management
Session 6 Data Integration Challenges and Solutions
4:30 – 4:45 PM: Networking Break
4:45 – 5:30 PM: Peer Exchange: Structured Networking: Fast, Focused, Peer-Driven
5:30 PM: Reception and Dinner for all – Rooftop – Wildside – DoubleTree by Hilton London
Tuesday, June 16, 2026
8:00 AM: Registration and Networking Breakfast
9:15 AM: Welcome and Morning Kickoff
9:30 – 10:15 AM: AI in Asset Management – From Hype to Execution – Bluprintx
“Where AI is getting implementing (and where it sticks!)”, ”Real life measurement examples of marketing and sales using AI”, ”Within martech, where AI met expectations and where it didn’t”, ”Where within the martech stack, are firms deploying the most impactful AI use cases?
10:15 – 10:30 AM: Networking Break
10:30 – 11:45 AM: Competing with Discipline in a Constrained Market – Broadridge
The average asset manager is shrinking, complexity is increasing and therefore winning requires structural advantage – how do managers review their product shelf to assess the winners from those challenged and look at opportunities to win.
11:45 – 12:45 PM: Networking Lunch – City Café – Lobby Level
12:45 – 1:30 PM: Modern Sales Enablement – XALT Technology
This session walks through the journey from generic templating to genuinely client-specific engagement: how to guide sales teams with the right context at the right moment, how to build an insights first organisation, how to scale personalisation without scaling headcount, and where LLM-based AI fits into the picture as an enhancement layer but not one that comes before humans.
1:30 – 3:00 PM: Tuesday Afternoon Breakout Sessions (Choose one when registering):
Session 7 Metrics That Matter: How KPIs Are Evolving
Session 8 Improving Client Conversations with Marketing Content
Session 9 Data ROI Reality Check: Why No One Can Prove It (Yet)
3:00 – 3:15 PM: Networking Break
3:15 – 4:00 PM: Closing Session: From Ideas to Action: What Are You Taking Back?
4:00 PM: Closing Reception and Networking
5:00 PM: Conference Concludes
Register for the Forum
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.
Note: Your registration includes all of your meals, snacks and beverages over the two days.
Please select your tickets and proceed through form to complete registration and payment or invoice.
Credit Card receipts will be cleared through Thoth Advisory Services, LLC.
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.
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.