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Event Date | Tue Sep 17 EDT (3 months ago) |
Location |
Marriott Marquis Times Square
1535 Broadway, New York, NY 10036, USA |
Region | Americas |
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.
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
2024 Partners
• Accomplish
• Kurtosys
• Factset
• S&P Global
• Aqmetrics
• Clearwater Analytics
• eClerxMarkets
• EZOPS
• Watson Wheatley
• Envestnet