Master the digital revolution transforming asset management
Harness AI and modern distribution to accelerate AUM growth
The definitive symposium for asset management professionals
The groundbreaking program moves to Metro NYC
Testimonials
"Literally one of the best conferences I have ever attended."
Luke Collins
Partner
Advintro
"Great event! Awesome presentations. Great insights. Really, really strong."
Jan Deahl
Chief Marketing Officer
Drake Star
"Sensational day. I'm truly thankful to have been part of it."
Jessica Fernandez
Global Chief Marketing Officer
Direxion ETFs & Funds
"Bravo! Great program, great fun. Soooo good. Every marketer should have been there."
Chris Delahunt
Director, USA & Special Projects
Citywire
Why Attend?
Revolutionary Insights
Experience cutting-edge presentations on AI, digital marketing, and modern distribution strategies from the industry's most innovative leaders.
Interactive Learning
Participate in tactical AI labs and expert panels covering everything from ETFs and alts to tokenization, online experiences, and compliance.
Premier Networking
Connect with asset management professionals, fintech innovators, and distribution leaders shaping the future of the industry.
Iconic Location
Join us at the landmark Stevens Institute of Technology on the Hudson River waterfront in Hoboken, NJ with easy access and stunning views of the Manhattan skyline and Wall Street.
Event Leaders
"This event unites the industry leaders and thinkers creating the future of asset management distribution in the age of AI."
Rick Lake, CAIA® CETF® CBDA
Founder, Narrative Alpha | Keynote Speaker | Narrative Architect | University Lecturer
"This program exemplifies Stevens' dedication to cutting-edge collaboration between academia and the financial industry."
Dr. George Calhoun, Ph.D.
Professor and Program Director, Quantitative Finance | Executive Director, The Hanlon Financial Systems Center | Managing Director, Center for Research Toward Advancing Financial Technologies (CRAFT)
Top Takeaways
Master AI-powered strategies to transform your distribution and marketing capabilities
Learn how leading firms are reinventing distribution with data, digital engagement, and emerging technologies
Navigate the evolving regulatory landscape for digital marketing and AI in asset management
Discover how democratization and tokenization are reshaping capital raising
Explore practical AI applications through hands-on tactical labs
Understand why successful fund managers are also digital media companies
Location
Stevens Institute of Technology
University Center Complex
1 Castle Point Terrace, Hoboken, NJ 07030
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