Agenda

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

Thursday, October 14th

7:30am - 8:30am

Continental Breakfast / Check-In

8:30am - 8:45am

Welcome Address

Speaker: Jeremy Siegel

Room: South Hub

8:45am - 9:30am

The Data Revolution with Portfolio BI EDM

Speaker: Shawn Brady, Chloe Schwartzapfel

Room: South Hub

9:40am - 10:00am

EDM Client Roundtable

Speaker: Shawn Brady

Room: South Hub

10:15am - 11:00am

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

Speaker: Jude Volcy, Sumit Mahajan

Room: South Hub

11:15am - 12:35pm

OMS/PMS Client Roundtable

Speaker: Jude Volcy

Room: South Hub

12:45pm - 1:45pm

Lunch

Room: Gallery

1:45pm - 2:30pm

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

Speaker: Ewelina Obrzut

Room: South Hub

2:40pm - 3:00pm

Cloud Client Roundtable  

Room: South Hub

3:15pm - 3:45pm

Creating the Investment Management Platform of the future, today.  

Room: South Hub

3:45pm - 4:15pm

Networking

Room: Gallery

4:15pm - 5:00pm

The Greatest Challenges in Investment Management : Now and the Future

Speaker: Steven B. Nadel

Room: South Hub

5:00pm - 5:15pm

Closing Remarks

Speaker: Jeremy Siegel

Room: South Hub

5:15pm - 7:00pm

Closing Cocktails

Room: Gallery

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