Welcome to the
2026 Boston Client Summit
October 8, 2026
Renaissance Boston Seaport District
Feedback SurveyAgenda
12:00-1:00 PM,
Atlantic Foyer, Atlantic 2-3
Atlantic Foyer, Atlantic 2-3
Registration and lunch
1:00-1:15 PM,
Atlantic 1
Atlantic 1
Welcome and opening remarks
- Mark Evans
1:15-1:45 PM,
Atlantic 1
Atlantic 1
Confluence Innovation: Navigating the future with data & AI
- Kathleen Keenan
2:00-2:45 PM,
Atlantic 1
Atlantic 1
POINT Validation & Collaboration: AI-Enabled automation to enhance accuracy, efficiency & scale
- Kathleen Keenan
3:00-3:30 PM,
Atlantic 2-3
Atlantic 2-3
Break
Afternoon sessions
3:30-4:15 PM,
Mediterranean
Mediterranean
The future of portfolio analytics: From performance measurement to portfolio intelligence
- Rob Norcross
- Laurent Louvrier
3:30-4:15 PM,
Caspian
Caspian
The modernized workflow: Advancing regulatory intelligence and data access
- Mike Marmo
End of afternoon sessions
4:15-5:00 PM,
Atlantic 1
Atlantic 1
Regulatory outlook: What investment firms need to know
- Kyrstin Ritsema
5:00-5:30 PM,
Atlantic 1
Atlantic 1
Closing remarks & thank you
- Mark Evans
- Todd Moyer
5:30-7:30 PM,
Atlantic 2-3
Atlantic 2-3
Cocktails and networking reception
