Events
Past Events
Performance and Attribution Workshop
November 14-16, 2023
In-Person Event
27th Annual GIPS® Standards Conference
October 17-18
In-Person Event
2023 NSCP NATIONAL CONFERENCE
October 16-18, 2023
In-Person Event
Webinar: Exclusive and actionable institutional asset trends.
October 11, 2023
Virtual Event
AIMSE 2023 Fall Conference
October 2-3, 2023
In-Person Event
AM Tech Day 2023
October 3, 2023
In-Person Event
2023 Tax and Accounting Conference
September 17–20
In-Person Event
TSAM Toronto 2023
September 13
In-Person Event
11th Annual Cathal Lavelle Corporate Challenge
September 1
In-Person Event
Fund Business Risk and Performance Summit
August 22, 2023
In-Person Event
Best practice Composites – Staying ahead of the compliance curve
June 28, 2023
Virtual Event
IMpower Incorporating FundForum
June 27 - June 28, 2023
In-Person Event
TSAM London
June 7 - June 8, 2023
In-Person Event
Confluence Global Shareholder Disclosure Forum
June 6, 2023
In-Person Event
WEBINAR: Fireside Chat with Natasha Vij Greiner and Peter B Driscoll
June 6, 2023
Virtual Event
TradePMR Synergy
May 31 - June 2, 2023
In-Person Event
PRIIPs Transition: Learnings and Takeaways
May 24, 2023
Virtual Event
Irish Funds Annual Global Funds Conference 2023
May 18, 2023
In-Person Event
DKF 2023
May 9, 2023
In-Person Event
AIMSE Europe Consultants Conference 2023
March 23, 2023
In-Person Event
Alfi European Asset Management Conference
March 22 - 23, 2022
In-Person Event
Webinar: Q4 2022 Fees, Factors & Flows
February 28, 2023
Virtual Event
EMIR Refit Webinar
February 28, 2023
Virtual Event
One Confluence Paris Forum
December 7, 2022
In-Person Event
21st Annual P Group Investment Performance Training Courses
November 23 - November 30, 2022
In-Person Event
Performance & Attribution Training Led by Carl Bacon, CIPM
November 15 - November 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 - November 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 - October 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
ID&T Investment Data & Technology 2022 Online Conference
June 23 - 24, 2022
Virtual Event
Expect Miracles 28th Annual East Coast Classic
June 9, 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
Irish Funds Annual Global Funds Conference 2022
May 18, 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
iPARM 2021 – Investment Performance Measurement, Attribution & Risk Management
November 18 - 19, 2021
Virtual Event
FundForum International 2021
October 20 - 22, 2021
In-Person Event
CFA GIPS Standards Conference
October 26-27, 2021
Virtual 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
Expect Miracles Foundation’s 4th Annual Atlantic Coast Classic
September 21, 2021
In-Person Event
ALFI Global Distribution Conference
September 21-22, 2021
Virtual 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
ICI Mutual Funds and Investment Management Conference
15, 17, 19 March, 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
Expect Miracles Foundation’s 26th Annual East Coast Classic
August 27, 2020
In-Person Event
Composites Solution Release Showcase
August 27, 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