2024 Investment Adviser Compliance Conference
The Compliance Conference is a comprehensive, two-day, in-person program that provides investment advisers with the most up-to-date information available on the changing regulatory landscape.
06-Mar-2024 to 08-Mar-2024
Marriott Marquis Washington, D.C. | Washington, D.C.
Find out how to best navigate and thrive in these evolving market conditions by joining the world’s largest Investment Operations conference.
11-Mar-2024 to 13-Mar-2024
JW Marriott Orlando, Grande Lakes | Orlando, FL
The Exchange Network Annual Member Meeting 2024
Join us to network with leaders in the wealth and investment management industry, learn from guest speakers and engage in roundtables with your peers.
28-Apr-2024 to 30-Apr-2024
The Metropolitan | Chicago, IL
On-demand events and webinars
Missed out on a recent event or webinar? Check out a few below that are on-demand.
2024 Black Diamond Kickoff
As part of our unwavering commitment to our client's success, each year, product leaders present information detailing work completed the previous year and outline the roadmap for the year ahead.
Watch our 2024 SS&C Black Diamond Wealth Platform Kickoff webinar to learn how we keep our clients informed and discover the innovations that can help shape a prosperous year ahead for your wealth management firm.
Where is the Growth in Investment Management?
This panel of industry experts discusses how investment managers are responding to the industry’s complex and changing demands. The panel explores opportunities for growth across a diverse mix of investment options and strategies, including SMAs, active ETFs, and tax optimization.
The Search for Scalable Growth
As the investment management space evolves, managers face an array of challenges. To help navigate this ever-changing and complex landscape, SS&C Advent partnered with the Institutional Investor Custom Research Lab and surveyed 150 investment management professionals to identify their biggest challenges and their most likely approaches to solving them.
Move with the Markets
Listen as Aani Nerlekar, Senior Director, SS&C Advent and industry peers for a discussion on the evolution of the credit and derivatives markets and how managers are leveraging technology to move toward an automated future.
Tax-Loss Harvesting Strategies
Investment firms are turning to tax-loss harvesting to mitigate tax impacts and gain a competitive edge. To achieve this, one popular method is through direct indexing, and another is by taking a more personalized approach to complement existing strategies.
Watch this webinar as industry experts explore the drivers and benefits of direct indexing, considerations of implementing direct indexing strategies, and personalized approaches to tax-loss harvesting.
Cash Strategies in a Shifting Interest Rate Market
The Federal Reserve's dance with interest rates has sent ripples through the financial world, leaving cash investors with a critical question: where do we go from here? Are we at the peak of this cycle, or is this just a temporary plateau?
Experts from R&T Deposit Solutions help you gain the knowledge and insights you need to navigate the new landscape confidently.
Empowering Financial Advisors: Mastering Digital Communication and CX
Hear Tim Welsh, President & Founder, of Nexus Strategy, and Kyle Fleming, Product Management, of SS&C Black Diamond® Wealth Platform, discuss practical strategies to adapt to these shifts and excel in the face of modern challenges. Tim and Kyle delve into how financial advisors are reevaluating their service models, client communication strategies, and client retention tactics to ensure the sustainability of their business.
How Innovative Wealth Managers Use Technology to Drive Growth
Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities.
This pivot marks a change from the back-office investments that have largely dominated technology spending over the last several years.
Monitoring Investors and Employees for Insider Trading
Given the pace of today’s markets and the speed and volume of news cycles, technology increasingly offers the best solution for protecting your firm and your clients from breaches of trust like insider trading.
Watch the recording of a recent webinar and hear experts from SS&C and MT Newswires discuss the latest innovative offering to help compliance officers identify instances of insider trading and trading ahead of the news.
Learn How Brazilian Managers Are Achieving Operational Excellence with SS&C Advent
As investors diversify their investment strategies, operational complexity increases and managers are required to respond quickly and consistently to any changes in their back office routine. Listen as SS&C Advent experts discuss the benefits of deploying the Geneva® suite. Recognized globally as the best technology platform for asset management, portfolio and shareholder accounting, our solutions break through operational obstacles and drive your business growth.
Please note this webinar is in Portuguese.
Private Equity: Trends, Challenges, and Solutions
It’s a great time to be in the private equity business as investor enthusiasm continues to grow. With private markets attracting larger amounts of capital and gaining greater influence in the global financial system, regulators are rethinking fund requirements. Firms are adapting to this change by adjusting investor terms, including complex fee structures and return calculations that can present substantial operational issues.
Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology. Listen to SS&C Advent experts as they discuss market trends, operational challenges, and leveraging technology in this dynamic landscape.
Achieving Operational Excellence for Private Credit and Private Debt Strategies
Listen to experts from Anagenesis Capital Partners, Star Mountain Capital, and SS&C Advent for an in-depth discussion on how to achieve operational excellence for private credit and private debt strategies.
SS&C Salentica & Black Diamond: What’s New & What’s Next
The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.
A recent Salentica and Black Diamond webinar for existing clients discussed new enhancements underway to advance this purpose-built integration. In this session, you’ll hear product and solution experts as they take a deep dive into the features and functionality that our current clients know and love, including:
- Activity management and how InTouch from Salentica helps organize and plan outreach
- Best practices for workflow automation
- And much more
Modernizing the Trust Company Client Experience
The SS&C Trust Suite merges the power of industry-leading offerings from SS&C Innovest, the Black Diamond® Wealth Platform, and SS&C Salentica. This session discusses how these powerhouses work together to deliver end-to-end trust-enabled wealth management capabilities.