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 options in three different ways:
- General Sessions with everyone participating in a presentation, panel or client showcase.
- Breakout Sessions are a mix of topics and agenda items that are 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 registrants to drive more of the content, priority, and overall direction of the sessions. 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.
We have CMOs, Heads of Distribution, Sales Enablement Leaders, Global Technology, Digital Marketing, Heads of Analytics, CRM Product Managers, Client Segmentation Analysts, and many other diverse participants from across the industry in both the US and across the EMEA all coming together for our intimate Asset Management forum. We can confirm participation from Capital Group, T.Rowe, JPMorgan, Neuberger Berman, Blackrock, State Street, Invesco, Prudential, Janus Henderson, Pimco and BNY Mellon among many others. As always, member Partner Vendors of the SME Forum will bring broad perspectives on proven industry solutions to share and enrich the discussions.
Programme (Updated May 5th):
Our program continues to evolve with the confirmation of two dynamic speakers, Simon Ellis and Richard Rouse who will be sharing their deep experiences across global asset management firms. We are also working on a member firm showcase to help illustrate the possibilities of how the differences across markets can be better addressed to their unique situations on global platforms.
Monday, June 13
16:00 Kickoff Reception and Networking (Wildside – Top Floor)
17:00 Richard Rouse, Global Head Asset & Wealth Management at Expand Research (BCG)
17:30 Wine tasting by invitation of RevenueGrid
18:30 Departures for Optional Group Dinners (Open to all)
Tuesday, June 14
8:00 Registration and Networking Breakfast (Gallery Level)
9:00 Opening Remarks Hazem Gamal, COO, SME Forum
9:30 Simon Ellis, Independent NED Board Chair to Asset Managers
10:15 Working Breakout Sessions (Garden Suites):
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.
Session 1: Leveraging Digital Marketing Enablement to drive sales
Session 2: Best practices across global, regional, and country sales enablement
Noon Networking Lunch with Topic Tables (City Café – Lobby)
13:30 SME Forum Member Showcase Presentation/Panel with Invesco and Salespage
14:15 Working Breakout Sessions (Garden Suites):
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.
Session 3: Regional and country specific third-party data providers and services
Session 4: Developing “Next Best Action” capabilities for both Sales and Marketing
15:30 Concluding session and participant panel led by Hazem Gamal
16:00 Closing Reception and Networking (Savage Garden-Top Floor)
17:30 Vendor Partner Events (Open to all)
Registration Open Through June 10th.
Please note that you will be billed in $USD and your financial institution will convert to GBP at their prevailing rate (about $1.10/GBP in mid-April). You may choose to be invoiced instead for payment later by selecting “Invoice”.
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Please note that you will be billed in $USD and your financial institution will convert to GBP at their prevailing rate (about $1.10/GBP in mid-April). You may choose to be invoiced instead for payment later by selecting “Invoice”.