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
New York
- Tuesday, July 15
- Fasano, New York, 60 E 49TH ST
- 12:15pm – 2:30pm
- Includes 3-course lunch & refreshments
Boston
- Wednesday, July 16
- 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
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.
Helping investment managers streamline client reporting and investor communications, making it easier to deliver data-driven, compliant content at scale.
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