Roundtable Discussion

Head Start on Headless: The Executive Perspective

Lessons from one asset manager’s experience putting AI at the center of their CRM, and a look at what comes next.

Date: Thursday, November 5, 2026
Roundtable Discussions: Salesforce Tower3:00–5:00 p.m.
Cocktails & private dining: Hunt & Fish ClubFrom 5:30 p.m.

Join a roundtable gathering of C-suite executives leading CRM and AI strategy for their asset management firms.

Hear directly from Transformation Capital CFO/COO Kevin Brown, who has worked with Skydog to embrace headless CRM and put AI at the center of its approach, followed by Salesforce’s perspective on the latest developments and what comes next. Open discussion throughout will give participants the opportunity to compare experiences, ask questions, and examine what these changes could mean for their firms.

The conversation continues over cocktails and dinner in the private dining room at Hunt & Fish Club.

Request an invite • Space is limited

Schedule

2:30 p.m.
Check-in at Salesforce TowerSalesforce Tower
3:00 p.m.
Roundtable beginsSalesforce Tower
Roundtable agenda
1. Welcome & introductions
2. Headless in practiceAn asset management CFO shares their firm’s experience working with Skydog to embrace headless CRM and put AI at the center of its approach.
3. What comes nextSalesforce offers its perspective on the latest developments and rapidly evolving possibilities.
Open discussion throughout the roundtable.
5:00 p.m.
Roundtable concludesSalesforce Tower
5:30 p.m.
Cocktails and dinner at Hunt & Fish ClubHunt & Fish Club