Event Categories: In-person

  • Irish Funds Annual Conference

    Irish Funds Annual Conference

    A standout event on the global funds and asset management calendar, this conference draws over 500 industry professionals from across the investment funds community. It’s a premier opportunity to connect, exchange insights, and stay at the forefront of industry developments.

    October 1, 2026
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  • Informa – UCITS & AIFMD Luxembourg

    Informa – UCITS & AIFMD Luxembourg

    Join senior leaders in Luxembourg to navigate Europe’s evolving fund distribution landscape, with a focus on regulatory, distribution, and operational strategies. Gain practical insight into CSSF and broader EU requirements shaping how asset managers bring funds to market.

    June 17, 2026
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  • AIMSE Europe Annual Conference

    AIMSE Europe Annual Conference

    The AIMSE Europe Annual Conference brings together senior leaders in investment management sales, marketing, and client engagement to explore the trends shaping distribution across Europe. The agenda focuses on evolving client expectations, regulatory developments, and the strategies driving effective fundraising and business growth in a competitive marketplace.

    November 26, 2026
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  • GIPS Standards Conference

    GIPS Standards Conference

    The CFA Institute GIPS Standards Conference brings together performance and investment professionals to explore the latest developments in the Global Investment Performance Standards. Through expert-led sessions and peer discussion, attendees gain practical insight into implementing and maintaining GIPS compliance, strengthening transparency, and enhancing trust in investment performance reporting.

    November 10, 2026
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  • UCITS & AIFMD Dublin

    UCITS & AIFMD Dublin

    Step into the new era of asset management in Dublin, where shifting dynamics are redefining how firms compete and grow. Explore how to sharpen your edge in an evolving fund distribution landscape, while connecting with industry leaders to uncover the regulatory, operational, and investment strategies shaping success—from a distinctly Irish perspective.

    May 13, 2026
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  • Funds Europe – Growth in European Asset Management

    Funds Europe – Growth in European Asset Management

    The Funds Europe Growth in European Asset Management Conference brings together senior industry leaders, policymakers, and practitioners to examine the key forces reshaping the European funds landscape. Discussions span critical regulatory developments such as AIFMD II, the ongoing push toward capital markets integration, and the evolving role of ELTIFs in expanding investment access across Europe.

    November 17, 2026
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  • AM Tech Day 2026

    AM Tech Day 2026

    From AI and data-driven decision-making to digital transformation across operations and distribution, AM Tech Day highlights the tools and strategies driving the next wave of efficiency and growth. It’s a focused forum for practical insights, peer exchange, and forward-looking perspectives in one of Europe’s key financial hubs.

    November 3, 2026
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  • NSCP National Conference 2026

    NSCP National Conference 2026

    The National Society of Compliance Professionals National Conference brings together compliance leaders from across the industry to tackle today’s most pressing regulatory challenges. With a focus on practical guidance, enforcement trends, and peer-driven insights, it’s a key forum for staying current, strengthening programs, and connecting with the broader compliance community.

    October 25, 2026
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  • PMAR Europe

    PMAR Europe

    A premier performance measurement event bringing together top industry speakers, expert insights, and high-impact education. It’s a must-attend forum for professionals looking to deepen their expertise, exchange ideas, and stay ahead of evolving standards and best practices.

    September 16, 2026
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  • PMAR North America

    PMAR North America

    A premier performance measurement event bringing together top industry speakers, expert insights, and high-impact education. It’s a must-attend forum for professionals looking to deepen their expertise, exchange ideas, and stay ahead of evolving standards and best practices.

    June 10, 2026
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  • IA Annual Conference 2026

    IA Annual Conference 2026

    The Investment Association brings industry leaders together at a pivotal moment to explore how investment management is evolving—and actively shaping—change through innovation and digitalisation. Centered on the theme Transformation in Investment, the agenda tackles key priorities from expanding retail access and future skills to rethinking products and leveraging technology, offering a forward-looking view of the UK’s role as a resilient, client-focused investment hub.

    June 4, 2026
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  • ACA Conference 2026 – Next‑Gen Compliance: AI & Innovation

    ACA Conference 2026 – Next‑Gen Compliance: AI & Innovation

    We’ll be attending ACA’s flagship conference in Nashville, focused on emerging trends in compliance, AI adoption, and innovative regulatory strategies.

    April 15, 2026
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  • InvestOps 2026

    InvestOps 2026

    Confluence is proud to be part of InvestOps 2026 at the JW Marriott Grande Lakes, Orlando. We look forward to connecting with industry leaders and sharing insights throughout the event.

    March 9, 2026
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  • Adminovate – AI & Future of Fund Operations

    Adminovate – AI & Future of Fund Operations

    With a focus on real-world impact—from automation and efficiency to new growth opportunities — Adminovate delivers practical insights through expert panels, live demos, and thought-provoking discussions. All while supporting meaningful causes like the basis.point and Trinity Access Programmes, it’s a standout opportunity to connect, learn, and give back.

    May 14, 2026
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  • Interactive CCI Readiness Sessions

    Interactive CCI Readiness Sessions

    Be Part of the Conversation: Preparing for the UK’s Consumer Composite Investments (CCI) Framework

    October 14, 2025
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  • National Society of Compliance Professionals (NSCP)

    National Society of Compliance Professionals (NSCP)

    Join Confluence at our booth in the Hyatt Regency Grand Cypress Orlando, FL for the National Society of Compliance Professionals (NSCP) event

    October 26, 2025
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  • ICI Tax and Accounting

    ICI Tax and Accounting

    Join Confluence in Palm Desert, CA for the ICI Tax and Accounting event.

    October 5, 2025
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  • AIMSE EU Annual Conference

    AIMSE EU Annual Conference

    Join Confluence at our booth in the Glaziers Hall, London for the AIMSE Europe Fall event.

    November 18, 2025
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  • CFA GIPS Standards

    CFA GIPS Standards

    Join Confluence at our booth in Sheraton Grand at Wild Horse Pass, Phoenix, Arizona for the CFA GIPS Standards event.

    November 11, 2025
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  • AM Tech Day APAC 2025

    AM Tech Day APAC 2025

    Join us at our booth in Sydney, Australia for the AM TECH DAY APAC 2025 event.

    November 4, 2025
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  • The IA Annual Conference 2025: Engine for Growth

    The IA Annual Conference 2025: Engine for Growth

    The IA Annual Conference is the UK’s leading investment management event, spotlighting innovation, policy, and economic growth. Visit our booth, connect with our team, and explore how we’re contributing to the Engine for Growth.

    June 26, 2025
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  • PMAR 2025 NA Conference

    PMAR 2025 NA Conference

    Confluence is proud to be a Gold sponsor of PMAR North America 2025!

    May 21, 2025
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  • Irish Funds Annual Global Funds Conference 2025

    Irish Funds Annual Global Funds Conference 2025

    This event is a highlight in the international funds and asset management industry calendar and attracts over 500 participants from across the investment funds community.

    May 22, 2025
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  • Adminovate 2025 – AI & The Future of Fund Operations

    Adminovate 2025 – AI & The Future of Fund Operations

    Learn about the impact of AI on fund operations while raising much needed funds for basis.point and Trinity Access Programmes.

    May 15, 2025
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  • DKF Munich 2025

    DKF Munich 2025

    Europe's Premier Market Data and Financial Information Services Event

    May 13, 2025
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  • The FundsTech Forum

    The FundsTech Forum

    The FundsTech event series brings senior funds professionals together to hear and discuss the latest industry developments around regulation, technology, and its impact on the current and future success of fund management and administration.

    April 29, 2025
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  • Irish Funds Annual Global Funds Conference 2025

    Irish Funds Annual Global Funds Conference 2025

    This event is a highlight in the international funds and asset management industry calendar and attracts over 500 participants from across the investment funds community.

    May 22, 2025
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  • basis.point Annual Spring Lunch

    basis.point Annual Spring Lunch

    We are excited to announce that there is one lead event sponsorship opportunity remaining for our flagship event - the basis.point Annual Spring Lunch!

    May 2, 2025
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  • Adminovate 2025 – AI & The Future of Fund Operations

    Adminovate 2025 – AI & The Future of Fund Operations

    Learn about the impact of AI on fund operations while raising much needed funds for basis.point and Trinity Access Programmes.

    May 15, 2025
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  • PRMA 2025 NA Conference

    PRMA 2025 NA Conference

    Twenty-third Annual International Performance Measurement, Attribution & Risk Conference (PMAR™)

    May 21, 2025
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  • ALFI 2025

    ALFI 2025

    After having carefully listened to our members, we have decided to combine the Global Distribution and the European Asset Management conferences. This merger has the potential to bring about various advantages for your organization and conference attendees.

    March 25, 2025
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  • IAA conference 2025

    IAA conference 2025

    As the leading organization for fiduciary investment advisers, the IAA advances the interests of member firms by providing essential expertise, crucial connections, and powerful advocacy tailored to their needs.

    March 5, 2025
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  • InvestOps 2025

    InvestOps 2025

    The World’s Leading Buy Side Investment Operations Conference. Visit Confluence at Booth 13.

    March 10, 2025
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  • Advyzon conference 2025

    Advyzon conference 2025

    Since its inception, Advyzon has been revolutionizing the way technology transforms advisor businesses. Visit Confluence at booth H10.

    February 12, 2025
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  • One Confluence Milan forum

    One Confluence Milan forum

    Abbiamo il piacere di invitarla al prossimo One Confluence Milan Forum, che si terrà nel pomeriggio di Giovedì 17 Ottobre 2024 al Magna Pars Hotel di Milano

    October 17, 2024
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  • One Confluence forum de Paris

    One Confluence forum de Paris

    Save the date ! Nous nous réjouissons par avance de vous accueillir à l’occasion de notre prochain événement One Confluence en France qui se tiendra à Paris, le 15 octobre prochain, entre 9h et 13h.

    October 15, 2024
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  • AIMSE Europe fall 2024

    AIMSE Europe fall 2024

    Europe’s leading educational forum for investment management sales and marketing services professionals.

    November 26, 2024
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  • 2024 South Africa client forum

    2024 South Africa client forum

    Join Confluence for an invitation-only event at the Alphen Boutique Hotel & Spa in Cape Town. We will be hosting Performance and Attribution training led by Carl Bacon – CIPM, followed by a Forum and networking reception. Please keep visiting this page for more event details.

    November 19, 2024
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  • National society of compliance professionals (NSCP)

    National society of compliance professionals (NSCP)

    Designed to focus on practical solutions and educational sessions that empower compliance industry professionals.

    October 27, 2024
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  • AM tech day Paris

    AM tech day Paris

    The leading event for the asset management industry and its technological transformations, specifically related to transformed data control and strategic information.

    October 8, 2024
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  • ICI tax and accounting

    ICI tax and accounting

    Join us from Sunday, September 22 through Wednesday, September 25 to learn how the latest tax and accounting issues affect facets of the asset management industry, network with other industry professionals, and earn CPE credit.

    September 22, 2024
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  • 28th annual GIPS® standards conference

    28th annual GIPS® standards conference

    Leading the global investment management profession by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

    September 17, 2024
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  • SIPUGday 2024

    SIPUGday 2024

    Join Us for an Exclusive Event: Sustainable Finance – Innovations, Reliability & Challenges for AI

    September 11, 2024
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  • Trade & Transaction Reporting 2024

    Trade & Transaction Reporting 2024

    Gain the first insights into how firms have handled the EMIR Refit go-live. Implement this year’s major regulatory changes including post go-live EMIR Refit, T+1, operationalising UPIs, ongoing MiFIR and more.

    June 27, 2024
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  • Fund Forum Monaco 2024

    Fund Forum Monaco 2024

    The number one networking event for global asset and wealth manager to build partnerships across public and private markets, distribution, asset allocation, investment solutions and business operations. Join 1400+ of the world’s most influential asset and wealth managers to unlock unbeatable partnership-building and learning opportunities.

    June 25, 2024
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  • Irish Funds Annual Global Funds Conference 2024

    Irish Funds Annual Global Funds Conference 2024

    The international fund and asset management industry’s premiere event for thought-provoking and informative presentations, keynote talks and panel discussions.

    May 23, 2024
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  • TSAM London 2024

    TSAM London 2024

    The largest gathering of asset managers from across the UK, uniting professionals from the front, middle, and back offices, alongside consultants, regulators, and service providers.

    May 1, 2024
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  • ALFI Global Asset Management Conference

    ALFI Global Asset Management Conference

    Fund professionals come together to discuss latest market and regulatory developments and share best practices to lead their businesses to sustainable growth. Sponsors and exhibitors from the investment fund world can benefit from excellent industry exposure at these ALFI events.

    March 19, 2024
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  • ICI Investment Management

    ICI Investment Management

    Hear directly from regulators and industry experts about the most pressing issues facing asset managers and where the industry is headed.

    March 17, 2024
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  • InvestOps USA

    InvestOps USA

    The world’s leading buy-side investment operations conference. New digital transformation trends, continued growth in alternative investments and further shortening of settlement cycles are just some of the changes requiring you to re-think your operations set-up.

    March 11, 2024
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  • 2024 Investment Adviser Compliance Conference

    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.

    March 6, 2024
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  • 2023 AIMSE Europe Annual Conference

    2023 AIMSE Europe Annual Conference

    Investment Metrics, a Confluence company, is proud to sponsor this the 2023 AIMSE Europe Annual Conference.

    November 21, 2023
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  • Performance and Attribution Workshop

    Performance and Attribution Workshop

    Confluence is proud to offer an exclusive 2.5 day Performance and Attribution masterclass, ending with a Forum, led by Carl Bacon, CIPM, renowned performance measurement specialist and one of the GIPS®️  founding members.

    November 14, 2023
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  • 2023 NSCP NATIONAL CONFERENCE

    2023 NSCP NATIONAL CONFERENCE

    Confluence is proud to sponsor the 2023 NSCP National Conference from October 16-18 in Dallas, Texas.

    October 16, 2023
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  • 27th Annual GIPS® Standards Conference

    27th Annual GIPS® Standards Conference

    Confluence is proud to sponsor the 27th Annual GIPS® Standards Conference from October 17-18 in Chicago, Illinois.

    October 17, 2023
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  • AM Tech Day 2023

    AM Tech Day 2023

    Confluence is proud to sponsor this year’s AM Tech Day Conference on October 3, 2023 at the Palais Brongniart in Paris.

    October 3, 2023
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  • AIMSE 2023 Fall Conference

    AIMSE 2023 Fall Conference

    Investment Metrics, a Confluence company, is proud to sponsor this year’s AIMSE Fall Conference on October 2-3 in New York.

    October 2, 2023
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  • TSAM Toronto 2023

    TSAM Toronto 2023

    Confluence is proud to sponsor this year’s TSAM Toronto Conference on September 13th, 2023 at the Hilton Toronto.

    September 13, 2023
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  • 2023 Tax and Accounting Conference

    2023 Tax and Accounting Conference

    Confluence is proud to sponsor this year’s ICI Tax and Accounting Conference from September 17-20 in San Antonio, Texas.

    September 17, 2023
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  • 11th Annual Cathal Lavelle Corporate Challenge

    11th Annual Cathal Lavelle Corporate Challenge

    Confluence is proud to sponsor the 11th Annual Cathal Lavelle Corporate Challenge on September 1, 2023 at the Milltown Golf Club in Dublin.

    September 1, 2023
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  • Fund Business Risk and Performance Summit

    Fund Business Risk and Performance Summit

    Confluence is proud to sponsor Fund Business’s Fifth Annual Risk and Performance Summit on 22 August in Sydney.

    August 22, 2023
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  • IMpower Incorporating FundForum

    IMpower Incorporating FundForum

    Confluence is proud to sponsor the #1 investment management event in the world.

    June 27, 2023
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  • Confluence Global Shareholder Disclosure Forum

    Confluence Global Shareholder Disclosure Forum

    Join the Confluence team, along with industry experts, for an afternoon filled with content from the best in the business!

    June 6, 2023
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  • TradePMR Synergy

    TradePMR Synergy

    CSS, Confluence company, is proud to sponsor the TradePMR Synergy 2023 from May 31-June 2 in Tampa, Florida.

    May 31, 2023
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  • Irish Funds Annual Global Funds Conference 2023

    Irish Funds Annual Global Funds Conference 2023

    Confluence is proud to sponsor the 2023 Irish Funds Annual Global Funds Conference on 18 May in Dublin.

    May 18, 2023
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  • DKF 2023

    DKF 2023

    Confluence is proud to sponsor the DKF 2023 (DACH Congress for Financial Information) in Munich, 9 May 2023.

    May 9, 2023
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  • AIMSE Europe Consultants Conference 2023

    AIMSE Europe Consultants Conference 2023

    Investment Metrics, a Confluence company, is proud to sponsor the 2023 AIMSE Europe Consultants Conference on 23 March in London.

    March 23, 2023
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  • TradePMR Synergy 2022

    TradePMR Synergy 2022

    Confluence is proud to sponsor the TradePMR Synergy 2022 conference on May 25-27 in Orlando, Florida.

    May 25, 2022
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