EVENTS & WEBINARS banner image

EVENTS & WEBINARS

Learn about the latest technology and the hottest industry topics at our annual conferences, regional roadshows, online webinars and more.

Webinar

22-Jun-2021

2:00PM - 3:00PM ET

Virtual

The New Marketing Rule: A Focus on Performance

The long-awaited modernization of the SEC Rule 206(4)-1 (Marketing Rule) under the Investment Advisers Act of 1940 went into effect on May 4, 2021. The majority of changes that a firm will need to make in order to comply with the new Marketing Rule are performance related. Join us for a detailed explanation of the requirements.

Webinar

30-Jun-2021

12:30PM - 1:30PM EST

Virtual

Insurance, Integrated

Join us to see how Black Diamond incorporated the Advent Insurance Marketplace Powered by DPL into the platform. The new experience makes leveraging the first-ever integrated, commission-free insurance marketplace for advisors easy. Equipping you with the resources, tools, and insights necessary to implement them as part of your clients' financial plans.

2021 FOX Technology Showcase Banner Image

2021 FOX Technology Showcase

Join FOX at the second annual FOX Technology Showcase from June 15-17, 2021. FOX has expanded the former Family Office Showcase Technology Showcase into an independent virtual event featuring innovative sponsors offering solutions ranging from software to outsourcing and consulting. Throughout this three-day virtual event, hear from leaders and visionaries about technology in the family office industry as it continues to grow at an exponential rate. Experience first-hand demonstrations from leading vendors focused on family offices and wealth management, join peers in discussions and deep-dive explorations of technology solutions and beyond, and explore new ways to improve office operations.

Date: 15-Jun-2021 to 17-Jun-2021

Time: 9:30AM - 4:30PM CT

Location: Virtual

Learn More
Aite Group's Digital Innovation in Wealth Management Executive Forum Banner Image
Webinar

Aite Group's Digital Innovation in Wealth Management Executive Forum

Join us this June for Aite Group's Digital Innovation in Wealth Management Executive Forum. The current coronavirus pandemic and the resulting social distancing are forcing the wealth management industry to make a five-year leap forward in digital client engagement. The future is now, and wealth management firms that took digital transformation lightly before the crisis will start falling behind better-equipped firms. Time is of the essence for wealth management firms to embrace the new normal and invest in staff and infrastructure to keep up with client behavior and faster-moving competitors.

Date: 17-Jun-2021

Time: 9:00AM - 3:00PM EST

Location: Virtual

Learn more
Developing A Managed Operational Services Model Banner Image
Webinar

Developing A Managed Operational Services Model

Join Geneva experts, Nicholas Nolan and Aani Nerlekar along with panelist from Prosperity Life Insurance Group, Wellington Management, and Northern Trust as they explore key considerations when contemplating the outsourcing of critical functions, responsibilities, and deliverables to a third-party for the first time or to a greater extent. Hosted in collaboration with Clear Path Analysis, this webinar will offer participants the opportunity not only to hear from respected investment industry practitioners but also to question them on their views and approaches.

Date: 24-Jun-2021

Time: 11:00AM - 12:00PM EST

Location: Virtual

Learn More
PEI CFO / COO Fall Roundup Banner Image
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

Learn More