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.

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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.

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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.

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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.

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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.

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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.

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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.

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