Venue
Marriott Marquis Times Square
Marriott Marquis Times Square, 1535 Broadway, New York, NY 10036, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Sep 17 EDT (3 months ago)
Location Marriott Marquis Times Square
1535 Broadway, New York, NY 10036, USA
Region Americas
Details

This event is a leading platform connecting industry leaders of the investment community, to gain insights into market trends, and forge valuable partnerships. Join leading asset management firms alongside asset owners and corporate investors, for a day of in-depth discussions on front, middle, and back-office operations strategies.

Addressing key topics including:
• Investment Operations & Data
• Technology & Automation
• Regulation & Compliance
• Performance & Risk
• Marketing & Client Services

What To Expect From this event:

Vital Discussions
• We connect leaders from the key business functions within the buy-side community, in a discussion-focused, networking environment.

Unparalleled Learning
• This event provides crucial insights and practical guidance for applying the latest trends to your operations, delighting your clients and embracing best practice across the front, middle and back office.

Strong Community
• This event is a network of leaders, innovators and technology partners. Our members empower one another, working towards strengthening the global asset management industry.

Speakers

2023 Past Speakers

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

Vincent Pasqualicchio
COO, Investment Operations, American Family Insurance

Rochelle Levy
Chief Compliance Officer, Wealth Management, City National Bank

Vib Arya
Chief Operating Officer, Shufro Rose

Juanita Jeffrey
Director, Head of Institutional Marketing, New York Life Investments

Daria Muresan
SVP, Treasury COO Office: Strategy & Transformation, Citi

Eric Smith
Head of Investment Operations, Cascade Asset Management Company

John Utter
Head of Institutional Client Service, US, RBC Global Asset Management

Colleen Nichols
Head of U.S. Client Experience, Fiera Capital

Shankar Venkatraman
VP, Head of Performance & Reporting, American Century Investments

Sponsors & Partners

2024 Partners

• Accomplish
• Kurtosys
• Factset
• S&P Global
• Aqmetrics
• Clearwater Analytics
• eClerxMarkets
• EZOPS
• Watson Wheatley
• Envestnet