Events
Past Events

One Confluence Paris Forum
December 7, 2022
In-Person Event

21st Annual P Group Investment Performance Training Courses
November 23-30, 2022
In-Person Event

Performance & Attribution Training Led by Carl Bacon, CIPM
November 15-17, 2022
In-Person Event

Confluence South Africa Forum
November 17, 2022
In-Person Event

10th Annual iPARM – Investment Performance Measurement Attribution & Risk Management 2022
November 8-9, 2022
In-Person Event

TSAM ESG
November 2, 2022
In-Person Event

CSS Webinar: Fireside Chat with Richard Best, Director, Division of Examinations, SEC
November 2, 2022
Virtual Event

CFA GIPS Conference
October 25 - 26, 2022
In-Person Event

TSAM East Coast
October 6, 2022
In-Person Event

AM Tech Day 2022
October 4, 2022.
In-Person Event

Webinar: ESG Backlash: A Side Effect of Confusion?
September 29, 2022
Virtual Event

2022 ICI Tax and Accounting Conference
September 18 - 21, 2022
In-Person Event

2022 ALFI Global Distribution Conference
September 20-21, 2022
In-Person Event

Navigating the Road to SEC Compliance: SEC Marketing Rule
September 15, 2022
Virtual Event

TSAM Toronto
September 7, 2022
In-Person Event

basis.point 10th Annual Cathal Lavelle Corporate Golf Challenge
August 26, 2022
In-Person Event

7th annual Investment Data & Technology Summit
August 18, 2022
In-Person Event

Charting a Path to SFDR and PRIIPs KID Deadlines
July 13, 2022
Virtual Event

TSAM London
June 16, 2022
In-Person Event

Expect Miracles 28th Annual East Coast Classic
June 9, 2022
In-Person Event

Irish Funds Annual Global Funds Conference 2022
May 31, 2022
In-Person Event

TradePMR Synergy 2022
May 25 - 27, 2022.
In-Person Event

2022 ICI Leadership Summit
May 25 - 26, 2022
In-Person Event

Expect Miracles (social) distance challenges
May 16 - 22, 2022.
Virtual Event

2022 IMpower (Incorporating FundForum)
May 10 - 13, 2022
In-Person Event

20th Annual PMAR North America Conference
May 10 - 11, 2022
In-Person Event

ESG Europe 2022
April 27 - 28, 2022
In-Person Event

ESG: Where the Rubber Meets the Road
April 6, 2022
Virtual Event

Nicsa Strategic Leadership Forum
March 30 - April 1, 2022
In-Person Event

ICI Investment Management Forum
March 27 - 30, 2022
In-Person Event

alfi European Asset Management Conference
March 22 - 23, 2022
In-Person Event

iPARM 2021 – Investment Performance Measurement, Attribution & Risk Management
November 18 - 19, 2021
Virtual Event

TSAM East Coast
November 18, 2021
In-Person Event

Delta Summit 2021: Navigating the Evolving Investment Management Landscape
November 10, 2021
Virtual Event

CFA GIPS Standards Conference
October 26-27, 2021
Virtual Event

FundForum International 2021
October 20 - 22, 2021
In-Person Event

TSAM London Conference
October 13, 2021
Virtual Event

Nicsa General Membership Meeting
October 6-8, 2021
Virtual Event

AM Tech Day
October 5, 2021
In-Person Event

ICI Tax and Accounting Conference 2021
Sept 21, 28, Oct 5 - 2021
Virtual Event

20th Annual P Group Investment Performance Training Courses
September 21-22 / 28-29, 2021
Virtual Event

ALFI Global Distribution Conference
September 21-22, 2021
Virtual Event

Expect Miracles Foundation’s 4th Annual Atlantic Coast Classic
September 21, 2021
In-Person Event

Advance Together – Cutter Member Meeting
June 8-16, 2021
Virtual Event

Expect Miracles Foundation’s 27th Annual East Coast Classic
June 10, 2021
In-Person Event

Webinar: Interpreting the CFA Institute’s New ESG Disclosure Standards for Investment Products
June 8, 2021
Virtual Event

2nd Annual Expect Miracles (social) Distance Challenges
May 17 - 23, 2021
Virtual Event

ICI General Membership Meeting 2021
May 6, 13, 20, 2021
Virtual Event

Confluence Portfolio Compliance Launch Webinar
April 22, 2021
Virtual Event

Webinar: Navigating the SEC’s new derivatives rule
March 23, 2021
Virtual Event

EU SFDR: ESG Disclosures Webinar
February 17, 2021
Virtual Event

TSAM Tech Show
December 8-10, 2020
Virtual Event

Webinar: Creating a Digital Ecosystem
December 9, 2020
Virtual Event

Webinar: Risk & ESG-aligned portfolios – The new frontier in investment strategies
November 26, 2020
Virtual Event

Webinar: 2020 GIPS® Standards Preparation – A Verification Perspective
November 19, 2020
Virtual Event

Webinar: Risk & ESG – Diversified & Sustainable Portfolios
November 4, 2020
Virtual Event

24th Annual GIPS® Standards Conference
October 27-29, 2020
Virtual Event

FundForum International
October 5-16, 2020
Virtual Event

Sustainable Financing in Emerging Markets Virtual Conference
October 7-9, 2020
Virtual Event

NICSA 2020 General Membership Meeting
October 7-9, 2020
Virtual Event

ICI – Tax and Accounting Conference
September 22, 29 & October 6, 2020
Virtual Event

2020 GIPS® Standards – Evolution, Adoption and Mid-Year Evaluation
August 25, 2020
Virtual Event

Webinar: Investment Performance and COVID-19
August 12, 2020
Virtual Event

Broadridge Performance Analytics Webinar
July 30, 2020
Virtual Event

FTF: Performance teams under pressure
July 27, 2020
Virtual Event

TSAM Digital London: Liquidity Stress Testing Discussion
July 21, 2020
Virtual Event

Spaulding Group: You’re ready for the 2020 GIPS standards; is your technology?
June 24, 2020
Virtual Event

Fund Intelligence Webinar: Utilizing technology to build value across the fund complex
May 27, 2020
Virtual Event