Upcoming Events

Investment Adviser Association's 2023 Midwest Leadership Forum

The IAA’s annual leadership conference is an opportunity for senior executives from member firms to meet for a high-value program featuring a range of thought leaders discussing topics from artificial intelligence to succession. It is a can’t miss event for those in the region to learn, share best practices, and forge crucial connections.

University Club of Chicago | Chicago, IL

Learn More

2023 LSTA Annual Conference

The 2023 Annual Conference was built around the theme of Navigating a Path Forward; to do so, the LSTA has assembled a trio of expert keynotes that will address the economy, AI, and the intersection of geopolitics and technology.

NY Hilton Midtown | New York, NY

Learn More


We couldn’t be more thrilled to be heading back to IMPACT! After such a fun and successful in-person get-together last year, we’re excited to pick up right where we left off, this time in Philly. Join us for the industry’s flagship event!

24-Oct-2023 to 26-Oct-2023
Philadelphia, PA

Register Now


On-demand events and webinars

Missed out on a recent event or webinar? Check out a few below that are on-demand.

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.