Discover the AI evolution in fund marketing & distribution

How leading asset managers are using AI to connect, convert, and scale in fund distribution

Kurtosys

More about the event

The Kurtosys team gathered on location in New York and Boston to discuss the latest digital strategies over a delicious lunch and refreshments.

This invite-only event brought together a select group of senior marketers, heads of reporting, digital leads, and client experience professionals to explore how firms were evolving their digital strategies.

Three short talks highlighted concrete use cases for AI in fund marketing and distribution while giving attendees an opportunity to network with their peers.

Panel

Boston

Clare Reed

Clare Reed

VP Marketing at Easterly Asset Management

Boston

Joe Grogan

Joe Grogan

Head of Distribution, Americas at Wisdomtree

Boston

Steve Sanchez

Steve Sanchez

Managing Director at State Street Investment Management

New York

Evan Fire

Evan Fire

Managing Principal, Chief Operating Officer at Pzena Investment Management

New York

Jane Conway

Jane Conway

Head of Digital, Data & Enablement at Apollo Global Management

New York

Juanita Jeffrey

Juanita Jeffrey

Senior Director, Head of Global Institutional Marketing at New York Life Investments

Hosts & speakers

Boston & New York

Michelle Wright

Michelle Wright

Chief Product Officer at Kurtosys

Boston

Jacky Fu

Jacky Fu

Head of Reporting & BI Solutions, North America at Alpha FMC

New York

Sam Iles

Sam Iles

Senior Partner - Global Head of Alpha Agency and Global Head of Ventures & Innovation at Alpha FMC

Kurtosys

Helping investment managers streamline client reporting and investor communications, making it easier to deliver data-driven, compliant content at scale.