Agenda

Workshops, Networking, and so much more! Here's the full breakdown of this year's 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

Register Today!

At Portfolio BI, we are monitoring the evolving Covid environment with a focus on ensuring clients' safety at the upcoming fall client conference. In addition, we have and will continue to follow the recommendations of the CDC, the State of New York, and the City of New York as they pertain to onsite protocols for the 2021 Portfolio BI Conference and the safety of our clients.
Client Sessions
Industry Panel