THE EVENT

As a leader in the dynamic world of asset management, staying ahead means embracing the revolution in digital marketing and AI.

That’s why we created the one-of-a-kind conference:

“Revenue Revolution for Asset Managers: How to Master Digital Marketing and AI to Drive Sales“

This trailblazing event offers asset management pros an unparalleled opportunity to energize distribution.

Hosted at BU’s prestigious Questrom School of Business, this full-day seminar is your gateway to the future of your sales and marketing.

Our hosts

Rick Lake

CAIA, CETF, Boston University Lecturer

Rick is an accomplished alternative investment, asset management, and wealth management executive with a track record of leadership in fundraising, investment performance, communications, product development, and team building.

As an award-winning communicator, he is dedicated to helping managers achieve “narrative alpha”for their strategies—uniting the time-tested principles of effective communications with technology—and providing advisors, allocators, and investors with the information and insights they need to succeed.

As an educator, Rick has been an invited presenter at the Morningstar Investment Conference, the London Business School, the MIT Sloan Investment Management Conference, and Yale School of Management, and at financial industry conferences around the US.

Peter Howard

Professor of the Practice, Marketing

Executive Director, Questrom Digital Business Institute

Executive Director, MSDT Program

Peter is Professor of the Practice Boston University Questrom School of Business and Executive Director, Questrom Digital Business Institute, which serves as a platform to connect faculty researchers, students and the business community, nurturing a vibrant community of scholars, students, and stakeholders with interests in digital transformation.

Pete has over 40 years of marketing, ecommerce and corporate leadership experience, and teaches courses in Digital Business Strategy and Marketing.

WHY ATTEND ?

Transform Distribution

Discover how to elevate your sales and marketing with the latest innovations in digital marketing and AI.

Learn how to tackle implementation and compliance challenges. 

Gain a true competitive edge in your field.

Expert Insights

Learn from expert faculty members of BU’s Digital Business Institute plus industry leaders in ETF, mutual fund, and alternative investment marketing.

Conference speakers will share their wealth of knowledge and experience in digital strategies and AI. 

Networking Opportunities

Connect with peers and leaders from the asset management industry, foster valuable relationships, and exchange insights.