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Conference

GAIM Ops NY

Reconnecting 400+ COOs, CFOs, CCOs, Heads of ODD and more. The biggest and best alternative investment operations, compliance and ODD event.

Date: 27-Sep-2021 to 29-Sep-2021

Location: InterContinental New York Times Square, NY

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Webinar

2021 RIA Summit

As the Registered Investment Advisor (RIA) industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever. Whether you are a newbie, a breakaway adviser, or run an established RIA firm, you need the latest strategies, tactics, tools and best practices on how to set up and efficiently operate an RIA practice. The Investment News RIA Summit 2.0, October 6-7 (virtual) will offer the highest quality content on how to deliver fee-based products and services, including alternative investment products, new areas of advice that RIAs can now offer, as well as content focused on marketing, technology, recruiting, succession, and more. Our two concurrent streams will offer topics and speakers that align with unique needs of each of the two segments - “established” RIAs and “breakaway advisor” or “new” RIA.

Date: 06-Oct-2021 to 07-Oct-2021

Location: Virtual

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Webinar

2021 eMoney Summit

Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

Financial professionals who focus on planning with purpose—a purpose authentic to them and meaningful to their clients—will leverage technology to scale planning tasks so they can spend their time delivering the expertise and insight that only they can provide.

Date: 25-Oct-2021 to 27-Oct-2021

Location: Virtual

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Conference

LPGP 3rd Annual CFO/COO Private Debt Chicago

LPGP Connect specializes in hosting interactive and engaging investor forums in the global private equity and the private credit community. 

Date: 28-Oct-2021

Location: Hilton Chicago Magnificent Mile

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Webinar

PEI CFO / COO Fall Roundup

Discover solutions to the challenges that have arisen over the past months and prime your private fund operations and finance for the future. Hear from industry and topic experts on themes such as digitization projects, and regulatory frameworks. Take part in an open discussion with your peers from across private markets on ESG implementation, managing teams through disruptive periods and much more.

Date: 16-Nov-2021 to 17-Nov-2021

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Webinar

TSAM East Coast

TSAM New York is the largest gathering of asset management professionals in the USA, the touchstone event for top investment managers who convene to exchange ideas and make new connections.

Date: 18-Nov-2021

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Conference

GAIM Ops West

350+ CCOs, COOs, GCs, CFOs and Heads of ODD. Join the West Coast community of private asset managers and institutional investors.

Date: 05-Dec-2021 to 07-Dec-2021

Location: Monarch Beach Resort, Dana Point, CA

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Conference

SS&C Deliver 2022

Join us in 2022 for the industry's premier event for executives and decision-makers across all SS&C solutions seeking hands-on learning, industry insights, and networking. Learn from industry experts, participate in tailored labs and sessions, stay current on market trends, discover how to get the most from SS&C solutions, and network with industry experts.

Date: 02-Oct-2022 to 04-Oct-2022

Location: JW Marriott Orlando Grande Lakes | Orlando, Florida

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