Discover the AI evolution in fund marketing & distribution

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

Discover the AI evolution in fund marketing & distribution 1

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Event locations

Boston

Discover the AI evolution in fund marketing & distribution 2

New York

fasano new york boardroom

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.

Panel

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

Patrick McKenna

Patrick McKenna

Chief Commercial Officer at Kurtosys

Boston & New York

Richard Watts

Richard Watts

Co-Founder at Sitebox

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.  

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