Tuesday, September 13th

Transcription

1 Presentation Panel Discussion Roundtable Lab Tuesday, September 13th Welcome Session Pacer: Explore the Advancements 8:00-8:20AM SS&C Advent: Delivering Today and Investing for Tomorrow Debt and Derivatives Overview Precision in Action: Client Introductions and Networking Deliver Results with PORTIA Middle to Back Office Solutions CAMRA: US Regulatory Becoming Comfortable with the Utilities (2 hr. Training) A Look Ahead: APX and Revenue Center Achieve Operational Efficiency with Middle Office Services Precision LM Product Roadmap: V2 and Beyond Single Source of Truth: Introduction to MAXIMIS Global Wealth Platform: Manage Multiple Programs and Product Types within a Single Wealth Platform Keys to Attract Millennial Clients and Top Advisor Talent Geneva World Investor: Designing Fund Structures and Period Processing (TUES) Advanced Automation in APX Troubleshooting Performance Reporting in Axys (TUES) Moxy for the Operations Team (TUES) Outperform with SS&C Performance Management Solutions (Sylvan & Anova) New Enterprise Reporting and Portal Solutions (TUES) Next Generation Investment Management Process Roundtable A Look Ahead Geneva: Our Investment for the Future Cybersecurity and the Regulatory Landscape Total Return: Hedge Fund Family Office CAMRA: End to End Bank Loans Processing from Data Services to Accounting to Reporting Getting Data Out of Geneva (TUES) Creating Custom SSRS Reports for APX Parts 1 and 2 (2 hrs.) Performance Processing for Composites in Axys Precision LM and CAMRA: Understanding and Using the Extend Module (Training) Using Trade Views to Manage Your Workflow in Moxy (TUES)

2 12:15-1:15 PM Investment Performance, Analytics, Risk and GIPS Compliance (Sylvan & Insight) Introducing SS&C GoCheck Learn How Easy it is to Upgrade APX with Advent Services CAMRA GL: How Chart of Accounts Can Work For You Precision LM: The Multicurrency Lifecycle Build Efficiency in Accounting for LPs & Other Complex Assets (Maximis) Global Wealth Platform: Integrate Products, Investment Policies and Sleeving Technologies to Manage 1:30-2:30 PM Announcing Advent Outsourcing Services (TUES) Regulatory Pressures and the Material Impacts on your Firm World Investor: Today, Tomorrow and Beyond Top Trends in Wealth Management New Data Drivers for Risk and Investment Compliance Readiness (Evare) CAMRA: Life in the Cloud: Improve Your Operations and Achieve Straight Through Processing Precision LM: Fine-Tuning Your Automation Capabilities Troubleshooting Performance Reporting in APX (TUES) Advanced Lab Introduction to Bank Debt in Geneva Automating Performance Processing in Axys (TUES) Build your own Reports with Black Diamond Running Model Strategies in Moxy 2:45-3:45 PM A Look Ahead: Trading and Compliance Cybersecurity: A Call to Action - Presented by Focus 1 & PKF O Connor Davies Geneva Performance Optimization and the New Enterprise Information Store The Peer to Peer Roundtable Discussions, Part 1 Reconciliation and Exception Management with SS&C Recon Trends in Research Management and How Tamale RMS Prepares Your Firm CAMRA Product Development Roadmap: V8 and Beyond (2 hrs.) Precision LM: Portfolio Analytics Working with Corporate Actions in Geneva (TUES) Performance Processing for Composites in APX (TUES) Axys Maintenance Best Practices LECTURE Moxy Troubleshooting Tips LECTURE (TUES) 4:00-5:00 PM Change Coming: The Implications of the Elections for Financial Services Regulation Neuroscience and Training: The Power of Attention Adaptivity Geneva & World Investor Technical Peer to Peer Roundtable The Next Generation in Socially Responsible Investing Axys Update Precision LM: Customizing the UI Introduction to Performance Measurement in Geneva (TUES) Security-Level Performance and Analytics in APX (TUES) Advanced Automation in APX (TUES) Automating Your Workflow in Moxy

3 Wednesday, September 14th Announcing a New Order Creation and Rebalancing Tool (WED) Total Return: Enhancements, Case Studies and Practical Applications The Peer to Peer Roundtable Discussions, Part 2 Faster, Easier and Cheaper Geneva Upgrades Enhance the Client Dialogue with Black Diamond Precision LM: Drive Strategic Partnership with SS&C Using Our Enhanced Client Service Model CAMRA: Sustain a Modern Organization with State of the Art Testing Strategies Geneva World Investor: Designing Fund Structures and Period Processing (WED) Performance Processing for Composites in APX Advanced Automation in Axys (WED) Introduction to Compliance in Advent Rules Manager LECTURE Automate and Streamline Regulatory Reporting (WED) Geneva Infrastructure Planning and Enhanced Hosting Services Compliance Readiness and 2016 SEC Examination Priorities Introducing Varden: Portal and Enterprise Reporting Solution (WED) Precision LM: A Look at New Capabilities for Handling Residential Performing-Non Performing Loans Taking Integrations to the Next Level to Give Advisors a Complete Wealth Platform CAMRA: Maximizing Features and Functionality: Panel of Experts Getting Data Out of Geneva Creating and Managing APX Group Rules (WED) Performance Processing for Composites in Axys Introduction to the Moxy Redesign Geneva Accounting Deep Dive: What s New and What s Coming Persuasive Communication & Your Career Growth (WED) Precision LM: Trend in Lending Customize APX and Moxy with Custom Engineering Services Black Diamond Link for Axys and APX (WED) How to Survive an SEC Audit Using Black Diamond SS&C Global Gateway: Best of Breed Services with Simplified Information Delivery Working with Corporate Actions in Geneva (WED) Using the Import/Export Utility in APX Parts 1 and 2 (2 hrs.) Troubleshooting Performance Reporting in Axys (WED) Moxy for the Operations Team (WED)

4 12:15-1:15 PM Trading in a KYC World (Presented by AUG) Gaining Control Over Margin and Financing Costs (panel) CAMRA Client Forum: Reporting Sylvan: Advanced End-to-End Performance Provide Executive Portfolio Analytics with SnapShots Introducing SS&C GoWire Advent Community - Your Key to Efficiency 1:30-2:30 PM Geneva & World Investor Functional Peer to Peer Roundtable DOL Rule Spotlight: How to Prepare Now Advisory Integration Network Showcase Insurance Investment Management Key Trends in Target Operating Models SSCNet and the Changing Landscape of Post Trade Migrating From Axys to APX Accounting Regulatory and Tax Hot Topics (2 hrs.) Introduction to Performance Measurement in Geneva Building Searches in APX Automating Performance Processing in Axys (WED) Moxy Troubleshooting Tips LECTURE (WED) 2:45-3:45 PM Electonic Trading Tools - MarketTrader Execution Platform & the FIXLink Trading Community Advisor Succession Planning: Managing the Retirement of Baby Boomer Advisors Demystifying the IBOR SS&C Loan Services Panel Q&A with Geneva Product Development Experts Drive Operational Efficiency with Black Diamond Geneva Query Tips Troubleshooting Performance Reporting in APX Using the Import/Export Function in Axys (WED) Streamlining Settlement with DTCC and Moxy 4:00-5:00 PM Guest Speaker - Ambassador Anthony Wayne

5 Thursday, September 15 Persuasive Communication & Your Career Growth (THURS) Managing Your APX Cost Basis Reconciliation Workflow Black Diamond Link for Axys and APX (THURS) Precision LM: Ask the Experts Security-Level Performance and Analytics in APX (THURS) Using Trade Views to Manage Your Workflow in Moxy (THURS) Advanced Automation in Axys (THURS) GIPS Compliance, Industry Trends and Marketing Announcing Advent Outsourcing Services (THURS) Introducing Varden: Portal and Enterprise Reporting Solution (THURS) CAMRA: Improve Your Yield Analytics through New Audit and Analytical Tools Co-Sourcing for Wealth Preservation Firms: Family Offices, Foundations, Endowments, and Sovereign Capital Geneva Open Lab Customizing Your APX Packager Workflow Parts 1 and 2 (2 hrs.) Managing Your APX Position Reconciliation Workflow Parts 1 and 2 (2 hrs.) APX, Axys, and Moxy Open Lab Announcing a New Order Creation and Rebalancing Tool (THURS) Q&A Session with APX Product Development Experts Reconciliation and Exception Management with SS&C Recon (THURS) Automate and Streamline Regulatory Reporting (THURS) Geneva Query Tips (THURS) Creating and Managing APX Group Rules (THURS)