Upcoming Events

iConnections Global Alts 2023

iConnections Global Alts 2023 is where the whole industry meets. This is iConnections' landmark event, held annually and welcoming thousands of guests from the world’s leading allocators and funds. With an exciting agenda of speakers from investment, finance, politics and economics, as well as experts from fields with something fascinating to add to the debate, this is the one event of the year you can’t afford to miss.

30-Jan-2023 to 02-Feb-2023
Fontainebleau | Miami Beach, FL

Register Now

30th Anniversary NAPE Summit Week

NAPE is the energy industry’s marketplace for the buying, selling and trading of prospects and producing properties. NAPE brings together all industry disciplines; draws in decision-makers; focuses its participation on prospect generators; and hosts companies of all sizes, from small independents to majors. With the addition of bitcoin mining and renewable energy sources to our oil and gas offerings, NAPE is the ultimate venue for energy deals.

01-Feb-2023 to 03-Feb-2023
George R. Brown Convention Center | Houston, TX

Register Now

Kestra Ascend 2023 Advisor Conference

The Kestra Ascend Conference is back! This year, you can connect with the Kestra team and your network, while getting up-to-speed with the latest industry trends and best practices. The conference will feature networking opportunities, high-quality content, outstanding speakers, and more!

05-Feb-2023 to 08-Feb-2023
Austin Marriott Downtown | Austin, TX

Learn More

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.

Leveraging the Power of Integration

The SS&C Black Diamond® Wealth Platform offers a vast integration network, allowing advisory firms to select and connect the technology solutions that best fit each firm’s unique business needs.

 

Watch the recording of a recent client-facing webinar and hear solution experts discuss the power of integrated technology and the extensive ecosystem available. You’ll learn how the team keeps clients up-to-date as they take a deep dive into the Black Diamond platform’s integrated opportunities.

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

Senior & Vulnerable Investor Surveillance and the Senior Safe Act

Monitoring for and detecting elder financial abuse is an ever-increasing challenge in today’s digital environment. With an average loss of $34,000 per incident, having active and systematic detection procedures and processes can limit and in many cases prevent this kind of financial harm. SS&C’s experts, Martin Orbach and Shahyan Aly discuss best practices and tactics to identify and prevent financial abuse in accounts of senior and vulnerable investors.

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.

An Overview of CFA Institute’s Proposed ESG Disclosure Standard

The CFA Institute introduced the ESG Disclosure Standards for Investment Products with the release of an exposure draft of the Standards in May 2021. This recorded session will highlight the requirements of the Standards and the benefits to asset managers and the investment management industry.