2021 Portfolio BI Client Conference

About The Event

The Portfolio BI Conference is our new virtual event, with an opportunity for buy-side professionals to network, share ideas, and explore deep-dive sessions and subject matter expert panels - all with the goal of enabling your growth.

Open doors, expand your circles, and learn something new from industry and and technology experts. The Portfolio BI Conference will take place over Zoom. Don't miss out.

Zoom Video

‍The event will be held virtually over Zoom. Easily accessible to clients all over the world.

October 14th 2021

Save the date! Our event starts on Thursday, October 14th, 2021 from 10 AM to 5 PM. See a breakdown of the schedule below.

Unrivaled Networking

Share ideas with other data driven investors, make connections with industry leaders, or seek advice from product experts throughout the day.

Featured speakers

This year's conference include leading figures in the financial services industry, presenting mind-expanding ideas to shape today and tomorrow. See full list

Jeremy Siegel

CEO @ Portfolio BI

Chris Bloechle

CIO @ Portfolio BI

Sumit Mahajan

Managing Director, Head of Client Service

Ewelina Obrzut

Global Head of Professional Services @ Portfolio BI

Schedule

Workshops, Networking, and so much more! Here's a breakdown of this year's client conference.

Thursday, October 14th

10am - 10:30am

The Data Revolution with Portfolio BI EDM

Speaker: Shawn Brady, Chris Bloechle

11am - 11:30am

Leveraging Portfolio BI's Hentsu Public Cloud for Innovation, Velocity & Scale

Speaker: Ewelina Obrzut

12:30pm - 1:00pm

Creating a coalesced, firm-wide view of your data and asset classes, Portfolio BI's OMS & PMS

Speaker: Sumit Mahajan

4:30pm - 5:00pm

The Greatest Challenges in Investment Management : Now and the Future (Industry Panel)

Speaker: Jeremy Siegel, Steven B. Nadel, & Johnathan White

FAQ's

What Can I Expect from the Conference?

The Portfolio BI 2021 will take place virtually, with an opportunity for our Portfolio BI Clients to share ideas via in-session chat and explore deep-dive sessions with Portfolio BI subject matter experts. So get ready for the first-ever Portfolio BI Client Virtual Conference.

Why is the Portfolio BI conference being held as a virtual event?

After careful consideration, along with your feedback, we have made the difficult decision to pivot from an in-person to an entirely virtual event. This decision measured the risk in holding a live event framed against the unpredictable nature of the many new variants and ensuring the safety of our team, clients, and all attendees.

Will the sessions be recorded?

All client sessions will be recorded and available for a limited time for a replay. However, we strongly urge you to attend the live sessions to benefit from interaction with our experts, Q&A, as well as in-session chats with other Portfolio BI clients.

What if I only want to attend one session?

To simply accessibility and registration for our clients, the exact logon details provide access to ALL sessions. Attend the sessions that you want using the single login instructions sent to you via email.

Why does my registration require approval?

To ensure that our client-only sessions are secure, we require that clients of Portfolio BI register with a company email address. Once done, our events team confirms that the registrant is a current and active client of Portfolio BI, and the attendee will be sent all details for login on October 14th.

What if I delete my registration details and login information?

Don’t worry; a reminder email for the event will be sent one week before and again 24-hours before the event begins. Additionally, our events team is available for your questions or if you have technical issues logging in.

2021 Portfolio BI Virtual Conference

Oct. 14th, 2021