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Event Date | Tue Oct 3 EDT (about 1 year ago) |
Location |
TBA
New York |
Region | Americas |
We are excited to welcome asset managers, investment managers, wealth professionals, and advisors, in-person.
This events will bring together leading firms to discuss the latest challenges facing the community, as well as the evolving technology and regulatory landscape.
Addressing key topics including:
• Investment Operations
• Data & Technology
• Marketing & Client Services
• Risk & Performance
• Regulations & Compliance
• ESG
2023 Speakers
ADVISORY BOARDS:
John Utter
Head of Institutional Client Service, US, RBC Global Asset Management
Ronald Ratcliffe
Managing Director, BlackRock
Evan Fire
Managing Principal, Chief Operating Officer, Pzena Investment Management
Brian Fruh
Chief Information Officer and Head of Global Technology, Impax Asset Management
Colleen Nichols
Head of U.S. Client Experience, Fiera Capital
Rochelle Levy
Chief Compliance Officer, Wealth Management, City National Bank
Juanita Jeffrey
Director, Head of Institutional Marketing, New York Life Investments
Vib Arya
Chief Operating Officer, Shufro Rose
Vincent Pasqualicchio
COO, Investment Operations, American Family Insurance
Shankar Venkatraman
VP, Head of Performance & Reporting, American Century Investments
2023 Sponsors
GOLD SPONSOR:
• S&P Global
SILVER SPONSOR:
• Seismic
• Simcorp
• CID
• Inter Systems
• Multifond Temenos
BRONZE SPONSORS:
• Finbourne
• Gresham
• Factset