About The Conference

The inaugural Portfolio BI Conference is a one-day in-person event in New York City.

The morning is dedicated to Portfolio BI clients and sharing the latest developments in Portfolio BI solutions, participation in working groups to discuss product development and network with peers and industry colleagues.  

The industry portion provides clients and industry professionals with robust networking opportunities and an environment for the exchange of ideas as well as an opportunity to deep-dive industry subjects with subject matter experts.
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Our Speakers

Jeremy Siegel
Chief Executive Officer
Christopher Bloechle
Chief Information Officer
Ewelina Obrzut
Global Head of Professional Services, Cloud
Sumit Mahajan, CAIA, FRM
Managing Director, Head of Client Service
Johnathan White
Global Head of Fund Sales @ Intertrust Group
Steven B. Nadel
Partner @ Seward & Kissel

Get Your Tickets 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.
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Convene
530 5th Ave

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Oct 14th, 2021