Welcome to
Our annual, invitation-only flagship event focused on AI and technology for distribution in Asset and Wealth Management. This exclusive gathering is a much sought-after event for Heads of Distribution, CMOs, CIOs/CTOs, heads of sales and marketing enablement, Heads of AI, and Heads of Compliance. Held during the summer at a venue overlooking the Boston Harbor, The AI Forum offers the industry’s top blend of learning, networking, and strategy formulation.
Catalyze Strategy
Your dedicated time to explore what AI and tech could mean for distribution at your firm. As you head into the annual strategic planning season, develop ideas to stay ahead in a rapidly evolving landscape.
Engage with the Present
Discover the "art of the possible" through real-world examples of how new AI and tech are creating advantages for firms.
Discover with Future
Gain cutting-edge knowledge from leading academics from prestigious institutions, top venture capitalists, and early stage founders. Get a sense of the AI and tech advancements expected in the next 12-18 months.
Gauge Competitive Trends
There will be many opportunities for roundtable as well as personal discussions from which you will be able to discover competitive trends and inclinations.