Revenue Revolution For Asset Managers

How to Master Digital Marketing and AI to Drive Sales

May 29, 2024 | Boston | In-Person or Online

8:30 am – 5:30 pm | Reception 5:30 pm – 7:00 pm

Revenue Revolution For Asset Managers

How to Master Digital Marketing and AI to Drive Sales

May 29, 2024 | Boston

In-Person or Online

9 am – 5 pm

Reception 5 pm – 6:30 pm

Discover how to grow AUM in our digital first era

Unlock the future of asset management and AI

The 1st university symposium of its kind for asset managers

Testimonials

“Literally one of the best conferences I have ever attended.”

“Great event! Awesome presentations. Great insights. Really, really strong.”

“Sensational day. I’m truly thankful to have been part of it.”

“Bravo! Great program, great fun. Soooo good. Every marketer should have been there.”

Luke Collins

Business Development Director

Bristal Lane, Compliance Consultants

Jan Deahl

Chief Marketing Officer

Drake Star, Global Tech Investment Bank

Jessica Fernandez

SVP, Chief Marketing Officer

Calamos Investments, Fund & Asset Manager

Chris Delahunt

Director, US & Special Projects

Citywire, Global Financial Media Company

Testimonials

“Literally one of the best conferences I have ever attended.”

Luke Collins

Business Development Director

Bristal Lane, Compliance Consultants

“Great event! Awesome presentations. Great insights. Really, really strong.”

Jan Deahl

Chief Marketing Officer

Drake Star, Global Tech Investment Bank

“Sensational day. I’m truly thankful to have been part of it.”

Jessica Fernandez

SVP, Chief Marketing Officer

Calamos Investments, Fund & Asset Manager

“Bravo! Great program, great fun. Soooo good. Every marketer should have been there.”

Chris Delahunt

Director, US & Special Projects

Citywire, Global Financial Media Company

Why Attend ?

  • Insightful Keynotes

    Hear from the leaders in sales, marketing, and technology who are reshaping the distribution landscape

  • Engaging Panels

    Learn from top executives as they debate the latest approaches – and challenges – to harnessing the potential of digital and AI

  • Networking Opportunities

    Connect with peers and industry professionals who are at the forefront of innovation in asset management distribution

Symposium Leaders

“This onsite and virtual executive symposium leverages the brightest minds in digital business.”

Peter Howard

Professor of the Practice

Executive Director, Digital Business Institute

“This event unites the industry leaders and thinkers creating the future of asset management distribution.”

Rick Lake, CAIA® CETF®

University Lecturer

Questrom School of Business

Symposium Leaders

“This onsite and virtual executive symposium leverages the brightest minds in digital business.”

Peter Howard

Professor of the Practice

Executive Director, Digital Business Institute

“This event unites the industry leaders and thinkers creating the future of asset management distribution.”

Rick Lake, CAIA® CETF®

University Lecturer

Questrom School of Business

Top Takeaways

  1. Leverage digital marketing and AI to overcome competition and attract and retain clients
  2. Magnify the efforts of your sales and marketing teams and turbocharge your fundraising through digital mastery
  3. Learn why your website, content, and online outreach is critical to reach today’s digital-first investor
  4. How practical applications of AI will transform distribution for asset managers
  5. Emerging technologies revolutionizing the financial sector
  6. Master compliance and operations for effective implementation

Questrom Atrium

Boston University

Questrom School of Business

Questrom Event Center, 4th Floor

595 Commonwealth Avenue, Boston, MA 02215

Boston, MA, 02215

Near Kenmore MBTA and Back Bay Amtrak

Lodging

Hotel Commonwealth

Hotel Commonwealth

500 Commonwealth Avenue

Boston, MA, 02215

For Reservations, please Call and ask for BU Questrom Revenue Revolution room block

Hotel: 617.933.5000

Reservations: 617.532.5019

Event hosted by the BU Digital Business Institute

BU DBI Logo