Discover the AI evolution in fund marketing & distribution
How leading asset managers are using AI to connect, convert, and scale in fund distribution
Register here to attend
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Event locations
Boston
- Tuesday, 7 October
- Omni Boston, Trophy Room. 450 Summer Street, Boston
- 12:15pm - 2:30pm
- Includes 3-course lunch & refreshments
More about the event
Join the Kurtosys team on location in New York or Boston where we will be discussing the latest digital strategies over a delicious lunch and refreshments.
This invite-only event brings together a select group of senior marketers, heads of reporting, digital leads and client experience professionals to explore how firms are evolving their digital strategies.
There will be three short talks highlighting concrete use cases for AI in fund marketing and distribution while giving you an opportunity to network with your peers.
Hosts & speakers
Patrick McKenna
Chief Commercial Officer at Kurtosys
Patrick McKenna is the Chief Commercial Officer at Kurtosys, where he leads the company’s go-to-market strategy. Having moved from the role of Chief Product Officer, Patrick brings over 20 years of experience across the buy and sell sides of the investment industry, with deep expertise in client reporting, digital transformation, and investor communications.
Sam Iles
Senior Partner - Global Head of Alpha Agency and Global Head of Ventures & Innovation at Alpha FMC
Sam is a Senior Partner at Alpha, a global advisory firm for the investment management industry. He leads Alpha’s Ventures & Innovation agenda, including its AI strategy and related advisory services, and heads up Alpha Agency—the firm’s brand, marketing, and creative division.
Panel
(New York)
Helping investment managers streamline client reporting and investor communications, making it easier to deliver data-driven, compliant content at scale.
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