The SME Forum - Sales and Marketing Enablement Forum is always one of the most collaborative, insight-rich gatherings of the year for the Asset Management industry — a chance to learn from peers across Marketing, Sales, Distribution, Technology, and Operations, and to dig into practical examples of what’s actually working.

The 2026 Spring SME Forum, will be happening on April 6–9 in New Brunswick, NJ. I’ll be there helping facilitate conversations on how the Asset Management community is putting Execution, Automation, Data, and AI to work in real, scalable ways across the industry.