2022 Global ForumConnecting the Data
DoubleTree by Hilton London – Tower of London
June 13 – 14, 2022
Welcome to London!
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 in a ballroom setting and a more formal, directed conversation.
- 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 participants to drive more of the content, priority, and overall direction of the sessions. Facilitators from 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.
In addition to member participants from a broad spectrum of asset management firms, a curated selection of Vendor Partners has been invited by members 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, our Vendor Partners 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 you as source of expertise and broad exposure to our industry. As such please be open to learning and sharing with them. It’s free!
Upcoming SME Forum Events
- 2022 Fall Forum, Atlanta, GA
October 2022 (TBC)
2022 Global Forum: By The Numbers
What is it like to attend an SME Forum?
Check out this brief video (2 min 58 sec) from our recent Spring event and find out.
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 Rafael de Lima, 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, Non-Executive Director and Senior Adviser
10:15 Working Breakout Sessions (Garden Suites):
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
14:15 Working Breakout Sessions (Garden Suites):
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)
Speaker & Panelist Biographies
Global Head of Asset and Wealth Management at Expand Research - A Company of The Boston Consulting Group
An entrepreneurial minded and commercially focused executive with 22 years experience delivering and exceeding targets either individually or through leading a team.
With a background in two different sectors: financial markets and outsourcing, Richard has already successfully built and sold one business. His expertise lies in taking new products to new markets and building strong and long lasting relationships.
His experience spans working across multiple regions including Europe, North America and the Middle East.
Independent Board Chair to Asset Managers
An established Independent Chair, Non-Executive Director and Senior Adviser with 40 years experience in financial services at senior executive and C-Suite level. Now managing a diverse Portfolio Career including Chair of a large, high-quality IFA network, and positions as an iNED for two UK ACD’s and a major pensions management company.
Long term experience responsible chiefly for leading strategic change and the growth agenda for asset management businesses, often in the context of a larger financial group. Deep experience of retail asset management organisations and markets across the globe and with Global Financial Institutions, with core skills in all matters relating to business growth and innovation.
Extensive experience of non-executive directorship and senior executive committee work, and in senior positions overseeing all aspects of the business from Risk and Compliance through to Investment and Product Governance.
VP, Head of Global Marketing Automation, State Street Global Advisors
Award-winning B2B global marketing leader and change management professional who delivers growth. Lucy has more than sixteen years of experience in marketing, communications and client facing positions. Throughout her career she has cultivated a reputation for excellence in the development and delivery of strategic roadmaps in marketing operations and marketing technology that result in growth in leads, new business, acquisition and revenue.
A passionate advocate for the application of technology solutions and data-driven insights to enhance operational performance, Lucy is a sought after speaker at industry events on the subject.
Chief Technology Officer, SalesPage Technologies
As CTO, Chris defines the strategic direction of SalesPage Technologies related to its technology and product offerings.
He is responsible to establish standards and best pratcices used in development, determine all architecture aspects and research new technology options for use in products and by clients. He also manages and oversees all staff and interacts with clients and other stakholders.
Patrick is an experienced executive with a wide financial services knowledge; across asset management, wealth management and institutional trading markets (cash and derivatives).
He is strong in strategic analysis and planning and developing businesses across financial services with significant focus on digital impact and change. He has over a decade of experience in running company transactions and due diligence related to the financial and technology companies, including the completion of several capital raising events.
Patrick also has general understanding of financial regulatory structures in UK, Europe and North America. Specifically around asset management and institutional execution, clearing for OTC market.
Global Client Data Officer, Invesco US
Charles is an experienced industry veteran and has been with Invesco for over 17 years currently holding the position of Global Client Data and Content Officer for the firm.
He is a graduate of the University of Houston.
The SME Forum, COO
In 2018 Hazem took over the SME Forum and focuses most of his efforts there. Since its founding more than 15 years ago, The Forum has been a growing dynamic community of practitioners from the Asset Management industry who have roles in supporting the Sales, Marketing, Operations and Technology departments of their respective organizations. The deep degrees of trust in sharing best practices, avoiding pitfalls, and learning from one another are hallmarks of how valuable this community continues to be for each firm and the individual employees.
As one of the original members, he has been a continual driver of the Forum’s growth and maturity since its inception in 2003. Initially the senior representative for OppenheimerFunds, he grew to be a leader in the development of the CRM Forum, providing guidance, mentorship, facilitation and participation in various aspect of the organization’s events over the years. Hazem took over ownership and primary responsibilities for running the organization in 2018. He also continues to provide consulting services to the industry under his Thoth Advisory Services organization.
Prior to the Forum, Hazem spent more than fifteen years at OppenheimerFunds in several different roles, always as a proven change agent to help define and implement appropriate and necessary improvements to propel the business. He worked most closely with the sales and marketing divisions directing their technology needs and adoption, onboarding third-party services, in addition to portfolios such as data management, reporting and analytics, business continuity and disaster recovery, among other responsibilities.
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation…
For more than 30 years, HSO has focused on helping organizations get sustainable results through the use of technology. We have grown into one of the world’s leading Microsoft partners, supporting local and international businesses in pursuit of digital transformation. We use state-of-the-art technologies, including Microsoft Dynamics 365, Azure cloud platform, and our unique, industry-specific solutions, along with expert cloud services, business process consulting, and custom application development to help you get to where you want to be.
Ready to pave the way to innovation? Whatever you’re ready for, we have the people, experience and solutions to make it happen.
Learn More: https://us.hso.com/
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management…
Broadridge, a global Fintech leader with over $4 billion in revenues and part of the S&P 500® Index, enables corporate governance, powers capital markets and helps wealth and asset management firms grow. We provide communications, technology, data and analytics that help enrich engagement, navigate risk, optimize efficiency and drive revenue growth. We process $5 trillion in fixed income and equity trades daily, manage shareholder voting in 90 countries and deliver essential communications for 5,000 brands. From our unique vantage point, working side by side with our clients, we help businesses get ahead of today’s challenges and capitalize on what’s next.
Learn More: www.broadridge.com
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. …
The Source for Institutional Intelligence
eVestment, a part of Nasdaq, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes.
Learn More: www.eVestment.com
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking. We do this by…
ForwardLane is an applied artificial intelligence company that accelerates digital advisory and distribution in wealth management, asset management and commercial banking.
We do this by synthesizing vast quantities of collective firm intelligence and market data, dramatically accelerating the productivity of financial services professionals.
Learn More: http://forwardlane.com/
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution…
Serving 5,000+ wholesalers in the asset management industry from firms with over $7.6 trillion in total market capitalization, Hey DAN (formerly Dial-A-Note) is the premiere voice to CRM solution. Salespeople simply dictate and Hey DAN deposits the information directly into your CRM. Drop-down menus, check boxes and other unique fields are quickly filled out, without the salesperson’s help. Hey DAN is the first voice to CRM solution that combines technology and intelligence, ensuring meeting note entry is fast, accurate, and complete.
Hey DAN is also the only voice to CRM solution that passes all security requirements within the asset management industry.
Beyond CRM entry, Hey DAN has built a sterling reputation for low-cost, high quality data management solutions. From expense entry to data scrubbing, list building and data mining, Hey DAN does the work behind the scenes so your sales team and support staff can work on high value tasks resulting in a phenomenal ROI.
Hey DAN was founded in 2006 specifically to support the asset management industry. It has since launched its own nonprofit foundation helping deliver relief to the poorest of the poor around the globe. To learn more visit http://www.feathersproject.org/
Learn More: https://heydan.ai/civicom/
Institutional Shareholder Services
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers…
Institutional Shareholder Services (ISS)
Institutional Shareholder Services group of companies (ISS) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics and insight. ISS Market Intelligence (MI) division provides critical data and insight to global asset managers, insurance companies and distributors to help them make informed, strategic decisions to manage and grow their business.
Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and reliable executive engagement, ISS MI delivers solutions for market sizing, competitor benchmarking, product strategy and opportunity identification across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments. The ISS MI group includes the industry-leading data platforms Simfund, BrightScope, Local Market Share, and Financial Clarity, as well a full collection of global research and analytic services including Investor Economics, Market Metrics, and Plan for Life.
Learn More: https://www.issgovernance.com/si-joins-iss/
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting…
We help asset managers use data to connect investment products to the clients who will benefit from them most. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their CRM, BI platforms, and other systems. The SalesPage family of products includes SalesPage Enterprise distribution data platform solutions, SalesStation outsourced data management, Advisor Atlas team data, LumaSuite data service, and Clarity Compliance for 22c-2. SalesPage’s total value combines our industry-specific solutions, a staff with deep industry knowledge, and a close-knit client community who help guide our product development.
Learn More: https://www.salespage.com/
SS&C is a global provider of services and software for the financial services and healthcare industries. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices around the…
SS&C has been helping investment and financial firms of all types gain that advantage for more than 30 years. Grounded in our deep knowledge and understanding of your business, our technology-powered solutions and services help you run your operations more efficiently, compete more effectively and grow more profitably. Through data management, market share services, advisor practice analysis, industry research and consulting, we provide you with distribution intelligence and expertise to manage your data, gain insights and ignite growth in your business.
Learn More: www.ssctech.com
XALT Sales Optimisation
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients…
XALT is an industry-leading sales optimisation platform for global Asset Managers which puts data and insights at the heart of Asset Management distribution and enables digital-first sales teams to deliver maximum value to their clients.
Winner of Best Use of Data at the Investment Week Innovation Awards 2020 and a FinTech Start-Up award at the Digital Client Engagement Summit 2019, XALT currently supports global Asset Managers with over $4tn of assets across 15 countries and 5 continents, transforming sales teams so they have greater insights, can go further for their clients, and deliver asset growth.
XALT delivers three core benefits to global Asset Managers:
1. Deeper sales intelligence – providing the technology to unite all relevant data to generate timely and relevant insights.
2. Stronger client experience – enabling more personalised, digital-first client-specific communications before sales opportunities are missed.
3. Better business results – delivering data-led insights that help maximise impact on asset retention and growth.
XALT helps its clients stand out from the crowd and achieve profitable growth through a combination of technology and human insights powered by deep industry expertise and data knowledge.
XALT is a PureGroup application. PureGroup is a UK-based financial technology business focused on empowering global Asset Managers to grow assets, increase profitability, and become tomorrow’s leaders.
PureGroup was established in 2013, has its HQ in London, and development centres in Portugal and Lithuania.