Upcoming Events
TFOA’s 8th Annual Single Family Office Symposium
TFOA’s Annual Single Family Office Symposium is a highly anticipated, private event for the global family office community to benefit from leading industry research and networking with like-minded peers. For this event, TFOA curates a world-class lineup of policy experts and investment practitioners to share valuable insights on the latest research and ideas in the fields of public and private market investing and family office management.
17-Oct-2022 to 18-Oct-2022
Cameron School of Business, Houston, TX
Fearless Investing Summit
Network with over 800 investment professionals from all over the country as you discover the latest developments in financial advice and technology. The Fearless Investing Summit is Riskalyze’s annual conference, empowering financial advisors to recharge in a beautiful location, evaluate new ideas and tools, and receive invaluable education from world-class thought leaders.
19-Oct-2022 to 21-Oct-2022
Hyatt Regency, Salt Lake City, UT
Q4 BD Exec Forum
The Q4 BD Exec Forum will give Broker/Dealer CXOs the opportunity to meet and network with innovative technology solution providers and leaders from the most respected investment institutions. This exclusive gathering held in a relaxed, yet focused business environment will bring together more than 100 executives to collaborate on key issues, originate ideas, and learn about the latest business development strategies.
26-Oct-2022 to 28-Oct-2022
Green Valley Ranch Resort & Spa, Henderson, NV
IMPACT 2022
It’s been three long years—and IMPACT will finally be live and in-person once again! To say we’re excited is an understatement. You’ll find just the right mix of timely learning and chances to get long-overdue face time with peers, Schwab executives, and other industry leaders. This is something you won’t want to miss!
01-Nov-2022 to 03-Nov-2022
Denver, CO
Beacon The Roundtable
An invitation-only gathering of friends of Beacon Strategies, LLC for case study discussions and community question and answer sessions.
01-Nov-2022 to 03-Nov-2022
The Fairmont Mission Inn, Sonoma, CA
RIA Summit 2022
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.
The InvestmentNews RIA Summit 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!
07-Nov-2022 to 08-Nov-2022
Boston, MA
PEI CFOs & COOs Fall Roundup
The CFOs & COOs Fall Roundup returns in-person this November 17th at the Intercontinental Hotel in San Francisco. The Roundup will provide vital peer insight, feedback and allow for in-depth conversations on issues impacting firms and portfolio companies presently.
17-Nov-2022
Intercontinental Hotel, San Francisco, CA
Financial Planning Association Annual Conference
One of the most common sentiments we hear about the FPA Annual Conference is “it happens in the hallways.” That’s because it’s in the hallways of the convention center, hotels, and other venues where that spirit of community is most evident. In the hallways, people stop to talk and share with each other. They connect because events like our Annual Conference bring out the one quality we ALL need now more than ever—community.
12-Dec-2022 to 14-Dec-2022
Sheraton Grand Seattle, Seattle, WA
Credit Innovation US Summit
The Credit Innovation US Summit is a one-day retreat focusing on emerging opportunities and best practices for private credit and CLO managers.
This Chatham House gathering – designed for operations, finance, legal, product and back-office leaders across the growing spectrum of credit firms – will offer actionable solutions to this innovative sector’s current problems and potential.
13-Dec-2022
University Club of New York, New York, NY
On-demand events and webinars
Missed out on a recent event or webinar? Check out a few below that are on-demand.
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.