2024 Global Forum

Delivering Actual Intelligence:

Pursuing Business Value

 

DoubleTree by Hilton – Tower of London

June 18 – 19, 2024

 

We’re excited to be back in London!

 

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The Global Forum Starts in:

Day(s)

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Hour(s)

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Minute(s)

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Registration Opens on May xx, 2024

 

<<Link here to Register>>

2024 Global Forum:  By The Numbers

Attendees

Firms

Sessions

Speakers

 

Programme

Some topics will include……

 

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Speakers Include:

 

Sessions led by industry experts and peers…..

 

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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

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

Solutions Providers

Alphix Solutions

Alphix Solutions is the Marketing Technology division of Fundamental Group. Understanding the specific issues faced by the Investment Management industry, their focus is to build technology based solutions that improve the way marketeers work within this space

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Alphix Solutions

Alphix Solutions is the Marketing Technology division of Fundamental Group. Understanding the specific issues faced by the Investment Management industry, their focus is to build technology based solutions that improve the way marketeers work within this space

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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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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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

eVestment

The Source for Institutional Intelligence

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

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eVestment

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

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…

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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/

SalesPage

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…

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SalesPage

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 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…

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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/