Upcoming Events
2023 World Oilman’s Mineral & Royalty Conference
Hundreds of mineral enthusiasts annually descend on the Post Oak Hotel in Houston to network and have a good time at the MARC. It’s a unique opportunity to touch all facets of the mineral industry in just 48 hours at an amazing venue. We hope you will join us!
10-Apr-2023 to 11-Apr-2023
Post Oak Hotel | Houston, TX
2023 NARO Louisiana Convention
The National Association of Royalty Owners, Louisiana Chapter is dedicated to the education of Louisiana mineral and royalty owners. We are planning an incredible program for the 2023 annual convention. The energy business is No. 1 in Louisiana with a long history of fueling the economics of our great State. Royalty owners are charged with managing development of their minerals while working with industry partners and operators. NARO is their support system when needed. Find out during our event what you need to know to be a responsible partner in Louisiana’s energy development. See you in Bossier City!
24-Apr-2023 to 25-Apr-2023
Horseshoe Bossier City | Bossier City, LA
RITA Spring Conference 2023
Join RITA in Washington, D.C. for an informative and educational conference. During this conference, we will discuss the latest legislative and regulatory developments in the self-directed IRA industry and offer prime networking opportunities with peers and influencers.
24-Apr-2023 to 25-Apr-2023
The Royal Sonesta Dupont Circle | Washington, DC
2023 North Dakota Tri-State Trust Conference
Each year, more than 30 companies take advantage of this opportunity to meet and network with trust officers from three states. We hope to see you in Fargo!
25-Apr-2023 to 27-Apr-2023
Delta by Marriott | Fargo, ND
FIRMA’s 36th National Risk Management Training Conference
FIRMA’s 36th National Risk Management Training Conference will be held May 1-4, 2023, at the Grand Hyatt San Antonio River Walk.
01-May-2023 to 04-May-2023
Grand Hyatt San Antonio River Walk | San Antonio, TX
DeVoe Elevate 2023
Join us to work on optimizing your firm’s growth and your talent strategy:
- Growth. Learn best practices to achieve high, sustained organic growth.
- Human Capital. Develop your organization's talent, teams, and next-gen leaders.
DeVoe Elevate offers rich and captivating content. Networking breaks, meals, and receptions provide options for learning from your peers, speakers, and other experts.
10-May-2023 to 12-May-2023
Grand Hyatt Nashville | Nashville, TN
2023 MOKAN Trust & Financial Services Conference
The 44th Annual MOKAN Trust & Financial Services Conference will be held May 10 – 12, 2023, at the Sheraton Overland Park Hotel & Convention Center in Overland Park, Kansas.
10-May-2023 to 12-May-2023
Sheraton | Overland Park, KS
Texas Bankers Association Annual Convention
With an array of top-notch speaker, you will hear all about industry updates, regulations, politics and more! Network with peers, converse with more than 90 financial industry providers, collect cool swag, bid on silent auction items, enjoy a refreshing cocktail or beverage, and more!
17-May-2023 to 19-May-2023
JW Marriott San Antonio Hill Country Resort | San Antonio, TX
WealthStack 2023
WealthStack provides bolder technology strategies and powers a new generation of growth-oriented advisors. Join the community of 2000+ wealth management leaders, wealthtech innovators, and influencers.
21-May-2023 to 24-May-2023
The Diplomat Beach Resort | Hollywood, FL
INSITE 2023
We can’t wait to celebrate INSITE’s 25th anniversary with you in Orlando, FL. You can expect a first look at the newest digital products and services, immersive learning experiences with industry innovators and networking opportunities with the top advisors and influencers in the business.
06-Jun-2023 to 08-Jun-2023
Orlando World Center Marriott | Orlando, FL
2023 NARO Texas & New Mexico Convention
The National Association of Royalty Owners, Texas Chapter is dedicated to the education of mineral and royalty owners. We are planning another great program for the 2023 convention. Royalty owners charged with managing the development of their minerals will want to be armed with the latest information and NARO is their support system. Many things are happening in the industry and the convention committee has worked diligently to bring you a line-up to cover topics we feel are important. You don’t want to miss this year’s convention.
26-Jul-2023 to 29-Jul-2023
Grand Hyatt Riverwalk | San Antonio, TX
Association of Trust Organizations 2023 Annual Meeting
The 2023 Annual Meeting is a 1.5-day conference featuring practical advice from experts, visionaries and trailblazers. Benefit from over 13 hours of roundtables, panels and networking. This is your opportunity to build your network and speak with peers who understand your position and frustrations. Arrive as an attendee and leave as part of our community.
16-Sep-2023 to 19-Sep-2023
The Ritz Carlton New Orleans | New Orleans, LA
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.