2024 London Fall SME Forum

Art an Innovation:  Evolving to Improve

 

T Rowe Price London Headquarters

November 21, 2024

 

Autumn in London is like a painting brought to life.

 

This 2024 Global Forum is entitled “First Things First” because we have curated a selection of working breakout sessions, guest speakers and discussions that revolve around exploring what it takes and how best to consider your existing resources, tools and tech in consideration of any AI efforts you may be thinking about undertaking. The consequences of getting ahead of ourselves are worse than being properly prepared first. Join your peers from the UK, European, APAC and US for this annual intimate and deep gathering of industry colleagues to share, explore and consider your own situations and how best to move forward.

 

As we concluded in November at The Forum, “AI will be a topic and feature of almost every conversation we have going forward just as data has become so ubiquitous. BUT, it is never really about the data or AI, we are always working to ensure that we keep our eye on the ball which is HOW does data (and now increasingly AI) play into our efforts to deliver business value and address our various business goals and objectives.

 

Helpful Numbers During Your Stay

 

 

2024 Global Forum:  By The Numbers

Attendees

Firms

Sessions

Speakers

 

Programme

(as of  June 11)

 

Tuesday afternoon, June 18, 2024

 

12:00     Lunch, Registration and Networking   (Garden Gallery Foyer)

 

13:30     Welcome and Opening Remarks, Hazem Gamal   (Garden Suites)

 

13:45     Get Your House in Order: Establishing the Foundation – Simon Daniels, Principal Analyst at Forrester Research

 

14:30     Working Breakout Sessions   (Facilitated Participant-Driven Discussion):

  

G 1/2:    Leveraging AI to Extract Value from Siloed Data

G5:        Digital Sales Rooms:  Effective or Efficient?

G 3/4:    The Case for Signal Driven Next Best Actions

 

 16:00     Coffee and Refreshment Break

 

16:15     Fueling Distribution – How Data Drives AI and Results  with Trevor Hunt and Andreas Heid, Salespage Technologies

 

17:00     Reception, Wine Tasting (at 18:00) Food & Networking  until 20:00 (Hosted Bar, Canape’s, Heavy Hors D’Oeuvres – Wild Side Rooftop)

 

 

Wednesday all day, June 19, 2024

 

8:30       Registration and Networking Breakfast   (Garden Gallery Foyer)

 

9:00       Welcome and Opening Remarks, Hazem Gamal   (Garden Suites)

 

9:30       Strategic Content Management: From Creation to Compliance  –  Andy Mullings, Director at Bluprintx

 

10:15     Coffee and Refreshment Break

 

10:30     Working Breakout Sessions   (Facilitated Participant-Driven Discussion):

  

G 1/2:    Sales Enablement into Revenue Operations

G 3/4:   Use Cases for AI-Enabled Content and Materials

G 5:       Global Entity Mapping – An Emerging Approach

 

Noon      Networking Lunch   (Hot Sit-Down Buffet in City Café Restaurant)

 

13:30     Working Breakout Sessions   (Facilitated Participant-Driven Discussion):

 

G 5:       Establishing Governance and Compliance for an AI World

G 3/4:   Taking CRM to the Next Level – Innovations in Practice

G 1/2:   Using AI to Reveal Deeper Segmentation Opportunities

 

15:00     Coffee and Refreshment Break

15:15     Asset Manager Panel – AI Tomorrow, Moderated by Hazem Gamal

 

16:00     Closing Reception and Networking   (Hosted Bar & Canape’s – Rooftop Savage Garden)

 

Breakout Session Room Assignments

G 1/2 = Gallery 1 & 2   |   G 3/4 = Gallery 3 & 4   |   G 5 = Gallery 5

Speakers Include:

Hazem Gamal

Hazem Gamal

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.

 

   Connect with Hazem on LinkedIn

Tony Busacca

Tony Busacca

The SME Forum

 

Anthony Busacca is a highly accomplished business professional with more than 35 years of experience in the corporate world, as well as over 10 years of experience as an entrepreneur. He has a proven track record of success in driving growth, managing teams, and delivering results across a range of industries.

Mr. Busacca began his career in the financial sector, holding senior leadership positions in finance, operations, and business development at several prominent companies. He honed his skills in strategic planning, financial analysis, and team management, and gained deep expertise in industries such as banking, insurance, and investment management.

In 2009, Mr. Busacca made the leap into entrepreneurship, founding his own company focused on providing innovative solutions in the financial services industry. As the CEO of his own firm, he demonstrated his ability to identify new opportunities, develop effective strategies, and build high-performing teams.

Over the course of his career, Mr. Busacca has earned a reputation as a dynamic and results-driven leader. He is known for his ability to think strategically, execute effectively, and drive growth in even the most challenging environments. He has a proven ability to develop and motivate teams, and to build strong relationships with stakeholders across all levels of an organization.

In addition to his professional accomplishments, Mr. Busacca is also actively involved in his community. He has served on the boards of several non-profit organizations, and is committed to giving back and making a positive impact in the world.

Overall, Anthony Busacca is a seasoned business professional with a diverse range of experience and a proven track record of success. Whether in the corporate world or as an entrepreneur, he has consistently demonstrated his ability to drive growth, deliver results, and create value for stakeholders.

 

  Connect with Tony on LinkedIn

Maureen Byrne

Maureen Byrne

The SME Forum

 

Maureen is a tenured financial services marketing leader most recently, as Senior Director, Investment Product Marketing at NJ-based fintech FLX Networks, responsible for content creation and executing lead-generating marketing programs for 10+ asset manager members.  Prior to FLX, her career spans from SMA product support at broker-dealer Prudential Securities to many subsequent years at asset management firms – predominantly OppenheimerFunds and PGIM Investments, where she led sales enablement, channel and integrated marketing bringing mutual fund solutions to financial advisors, gatekeepers, analysts and RIAs. Maureen also has membership-centric, B2C marketing experience as she recently headed up media, digital marketing and product growth at Affinity Federal Credit Union.

Maureen earned a B.A. in Communications and Marketing from St. Bonaventure University and has various leadership certifications and licenses.

 

  Connect with Maureen on LinkedIn

Simon Daniels

Simon Daniels

Principal Analyst, Forrester Research

 

Simon is a widely experienced B2B revenue operations specialist. He has an extensive track record delivering solutions to data, technology, and process challenges with a focus on driving and facilitating go-to-market strategy, execution, and measurement. Client-side and consulting project highlights include marketing automation implementation, audience data enhancement, campaign and lead process improvement, and analytics delivery throughout Europe, North America, and Asia Pacific across the technology, telecom, engineering, publishing, and public sectors.

As a Principal Analyst at Forrester Research, Simon is engaged in researching, writing and speaking on wide ranging aspects of revenue operations to guide marketing leaders on best practices and winning strategies for their businesses.

  Connect with Simon on LinkedIn

Andreas Heid

Andreas Heid

Sr. Solution Architect - EMEA & APACSr. Solution Architect - EMEA & APAC, SalesPage Technologies

 

Andreas Heid is Senior Solution Analyst and joined SalesPage in July 2023. He is responsible for EMEA & APAC and has 25 years of professional experience in the fund industry.

Prior to joining SalesPage, Heid was Managing Director at abraxas which is a subsidiary of Profidata and Product Owner for MIFID2 and Data Management at KNEIP in Luxembourg. He ran the Operations for CITCO Fund Distribution Services in Switzerland and Luxembourg; he was also Vice President in different roles for The Bank of New York Mellon Luxembourg, IFDS Luxembourg, State Street, worked in Finance at ABN AMRO Investment Funds and Computer Science at DekaBank Luxembourg.

  Connect with Andreas on LinkedIn

Trevor Hunt

Trevor Hunt

Director, Global Program Management, SalesPage Technologies

 

Trevor Hunt joined SalesPage in 2022 as the first Global Program Director.  With more than 30 years’ experience in Financial Services operations and technology, he is responsible for success in the delivery of SalesPage capabilities.

His track record includes Board, CIO, CTO and COO roles in several major global investment managers, as well as being a passionate driver of change.  He’s spent time working in Asia, Europe and the US as well as remote management of large delivery teams. His career started in what would currently be called a fintech – a small team in the front room of a large house working on one of the first ever Treasury dealing systems.

    Connect with Trevor on LinkedIn

Oli Knight

Oli Knight

Global Director of Innovation, Fundamental Group

 

Oli is responsible for driving innovation for Fundamental Group globally. Recently Oli has been leading the technical product development of a new MarTech business unit; Alphix which focuses on delivering cookie free marketing intelligence aimed at Asset Managers.

Prior to Fundamental Group, Oli has spent over 10 years working at the forefront of the data enabled advertising industry, focusing on programmatic and marketing automation having worked at the Financial Times as global programmatic manager, Publicis Media as Programmatic Solutions consultant and eBay as Head of Advertising, UK.

 

  Connect with Oli on LinkedIn

Andy Mullings

Andy Mullings

Global Director of Sales, Bluprintx

 

Leading the global sales function, Andy works with enterprise clients to identify the right Bluprintx solutions to drive sustainable growth. As an Adobe Champion, Andy is a frequent industry speaker and deeply committed to sharing strategies for enhancing technology, boosting team efficiency, and delivering separate talks on improving mental health in the workplace. In addition to more than a decade’s experience at Bluprintx, Andy has worked at BNY Mellon, giving him in-depth knowledge of the financial services sector and client needs.

    Connect with Andy on LinkedIn

Patrick Murphy

Patrick Murphy

Founder, XALT

 

Patrick Murphy is an innovator in the financial services industry. Prior to launching XALT he was at the forefront of the transformation of OTC derivative markets to electronic markets at both GFI Group and IMEX, a commodities exchange backed by the Qatari Sovereign Wealth Fund.

As the founder of XALT, he has revolutionised sales operations and client interactions with his groundbreaking platform. With a deep understanding of asset management, his expertise has driven digital transformation and exceptional results. Patrick’s passion for innovation and empowering clients has garnered prestigious awards and recognition. Through XALT, he enables sales teams worldwide to deliver exceptional value and win more assets. His leadership and contributions are reshaping the future of asset management.

  Connect with Patrick on LinkedIn

Solutions Providers

Read the latest report from Bluprintx:  AI For Enterprise: Gaining the Advantage

Alphix Solutions

Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.

Learn More
Q

Alphix Solutions

Alphix Solutions is the marketing technology arm of Fundamental Group. Specifically developed for the investment management industry, Alphix Solutions is an award-winning marketing intelligence suite that combines unparalleled sector-specific data with true transparency and rapid AI-powered activation.

Learn More:  https://alphix.com/

part of Fundamental Media Group: www.fundamentalgroup.com

 

Bluprintx

Bluprintx designs and delivers tangible business growth by connecting the dots between people, workflow, technology, and data – minimizing waste and empowering productivity… 
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Q

Bluprintx

Bluprintx designs and delivers tangible business growth by connecting the dots between people, workflow, technology, and data – minimizing waste and empowering productivity. 
 
Our proven, four-pillar approach takes clients through a cyclical path: Design, Deliver, Adopt, Grow. We design a unique growth action plan to meet your desired outcomes, implement your ecosystem architecture, ensure adoption across your organization, and help you continuously optimize growth performance. 
 
Talk to us about your objectives, outcomes, and opportunities, and we’ll design the most effective path to delivery, adoption, and growth.
 
Strategically-minded, data-evidenced, technology-empowered. Stop guessing, start growing. By design.

Learn More:  www.bluprintx.com

Broadridge

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… 

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Q

Broadridge

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

Nasdaq eVestment

The Source for Institutional Intelligence

Nasdaq eVestment, provides institutional investment data, analytics and market intelligence covering public and private markets. … 

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Q

Nasdaq eVestment

The Source for Institutional Intelligence

 

Nasdaq eVestment 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

SalesPage Technologies

SalesPage Technologies helps asset managers utilize data to retain and grow their asset base more effectively. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their sales enablement solutions such as CRM, BI platforms, and other systems…

Learn More
Q

SalesPage

SalesPage Technologies helps asset managers utilize data to retain and grow their asset base more effectively. SalesPage solutions function within each client’s data architecture, providing data management, sales operations, and reporting—all while integrating with their sales enablement solutions such as CRM, BI platforms, and other systems.

The SalesPage family of products includes SalesPage 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. SalesPage works directly with over 90 asset managers.

 

Learn More:  https://www.salespage.com/

SS&C Technologies

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…

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SS&C Technologies

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…

Learn More
Q

XALT

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.

Website:  https://xalt.io/