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MARCH 6-9, 2016 in HOLLYWOOD, FLORIDA
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as the guest Keynote Speaker

Kevin Nealon

 

Featuring

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SUNNY FLORIDA...
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WHY ATTEND

Hear from your industry peers, network with key players in the marketplace, participate in discussions on trends and hot industry topics, and get hands on interaction with Eze Software’s product and client support teams.

WANT TO SPEAK

Whether you’re a client, vendor partner, or simply someone in the industry, and would like to participate in a panel discussion, roundtable, or session, let us know!

WANT TO SPONSOR

We have a variety of sponsorship packages available on a first-come, first-serve basis. Please note, 2016 sponsorship sold out and is now closed. Click here to learn more.

Speakers

AGENDA

The conference runs from Sunday, March 6th through Wednesday, March 9th.
Please note the schedule and agenda are subject to change.
Day 1
Mar 06 2016
Day 2
Mar 07 2016
Day 3
Mar 08 2016
Day 4
Mar 09 2016
1:00 PM - 6:00 PM

Registration

6:00 PM - 9:00 PM

Welcome Reception

7:00 AM - 5:30 PM

Registration

7:30 AM - 8:30 AM

Breakfast

UX Lab & Demo Kiosk

Get a sneak peek at our upcoming features and functionality, provide feedback on user experience, and help shape the next generation of EzeSoft’s solutions at our UX Lab. Preview recently...
Read More

Opening Remarks

Members of Eze Software’s senior management team will guide you through our recent accomplishments and future vision for the Eze Software Investment Suite.
Pete Sinisgalli
Rob Keller
9:30 AM - 9:45 AM

Morning Coffee Break

Spotlight: 10 OMS Productivity Tips

Save time and increase productivity by mastering these ten OMS tips! You will discover simple ways to configure views; leverage shortcuts; highlight pertinent investment-related events; and aggregate data. You’ll also...
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Danielle Vento
Danielle Vento

Investment Suite 101 Showcase: Getting to Know the EMS

Get to know the basics of our EMS to help you find alpha! Check out our wide range of tools that offer workflow flexibility, access to liquidity, and robust analytics...
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Matt Pecak
Matt Pecak

Managing Risk in 2016

Come hear our risk strategy product manager and a leading industry expert share best practices for managing risk and maintaining performance. They will discuss a variety of topics, such as...
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Davide Cis
Davide Cis
Ittai Korin headshot
Ittai Korin

Spotlight: Compliance

The international compliance and regulatory landscapes require constant vigilance and attention due to their quick pace of evolution and numerous updates. We make the task of keeping up with ever-changing...
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Andrew Pheifer Headshot
Andrew Pheifer

Panel: Keeping Your Data Safe

Hear from industry experts Jason Manar of the FBI and David Grady of Verizon as they discuss the increasing risk of security vulnerability and the growing need for cybersecurity. They...
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James Mignone
Jim Mignone
David Grady headshot
David Grady
Jason Manar headshot
Jason Manar

Investment Suite 101 Showcase: Portfolio Accounting in the PMS

See how our PMS can simplify your middle and back office workflows. Come look at how tight integration between PMS, OMS, and EMS can complement what your fund administrators are...
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Celia Murray
Celia Murray
Nickie Gill
Nickie Gill
11:45 AM - 1:00 PM

Lunch

Spotlight: Cloud Platform

Adoption of cloud solutions has been a growing trend within the financial industry over the years. Cloud participants are realizing that they are able to scale their business with ease...
Read More
Eric Christofferson
Eric Christofferson

Investment Suite 201 Showcase: Trading and Operations Enhancements in the OMS

In this product demo, we will show you how to easily configure and set up your desktop and workflows to maximize efficiency while minimizing button clicks. You will learn how...
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Roger Bel
Roger Bel

Panel: MiFID II

MiFID II has some guaranteed changes, but many are still unknown. Come hear our clients and industry experts discuss some of the upcoming challenges and concerns with the regulation. Topics...
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Charles Walters
Charles Walters
Daniel G. Viola
Daniel G. Viola
Justin Tourtelotte
Justin Tourtelotte
Spencer Mindlin headshot
Spencer Mindlin
David Scalzetti headshot
David Scalzetti
2:00 PM - 2:30 PM

Afternoon Coffee Break

Spotlight: Accounting in EzeSoft Investment Suite

Hear how the rising level of regulations and increased market complexity have created a greater need for operational efficiency. These trends have created an industry-wide need for enhanced system integration....
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Neil Sandle
Neil Sandle

Panel: Trading

Come hear our clients talk about trends in 2016 and the impact they will have on traders across the board. The panel will discuss topics such as the market impact...
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Adam Dodge
Adam Dodge
Arthur Urban
Arthur Urban
Matt Pecak
Matt Pecak
Brian Straile Headshot
Brian Straile

Investment Suite 201 Showcase: Commission Management

Does your organization struggle to accurately and efficiently evaluate the quality of research and broker services? Come see our cloud application for evaluating brokers, learn more about regulatory compliance, and...
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Wes Creedle
Wes Creedle
Justin Tourtelotte
Justin Tourtelotte

Guest Keynote Speaker: Kevin Nealon

We are thrilled to have actor and comedian Kevin Nealon as our guest keynote speaker! Kevin sets himself apart from other comedic performers with his unique sense of humor, dry wit,...
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Kevin Nealon Headshot
Kevin Nealon
4:30 PM - 5:30 PM

Cocktails

5:30 PM - 7:00 PM

Free Time

7:00 PM - 10:00 PM

Dinner: EzeSoft Havana Nights at The Diplomat Landing

10:00 PM - 1:00 AM

After Party at Aizia

7:30 AM - 8:30 AM

Breakfast

UX Lab & Demo Kiosk

Get a sneak peek at our upcoming features and functionality, provide feedback on user experience, and help shape the next generation of EzeSoft’s solutions at our UX Lab. Preview recently...
Read More
7:30 AM - 1:15 PM

Registration

Industry Keynote Speaker: Bob Greifeld

Bob Greifeld, CEO of Nasdaq, is our 2016 Industry Keynote Speaker. Bob Greifeld assumed leadership of Nasdaq in 2003, when the company’s primary business was operating one equity market in...
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Bob Greifeld
9:30 AM - 10:00 AM

Morning Coffee Break

Spotlight: Portfolio Management in the OMS

An ever-changing regulatory environment, combined with emergence of new investment strategies, is changing the game for front-office technology. Gone are the days of siloed portfolio management and risk functions. In...
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Frank Orzechowski
Frank Orzechowski
Davide Cis
Davide Cis

Cloud: A Deeper Dive

In this product demo, get an exclusive look at the latest version of our cloud platform as well as a sneak peek of what’s to come.
David Testa
David Testa
Neil Sandle
Neil Sandle

Panel: EMS / OMS Compliance Integration

Come see a presentation of how our EMS/OMS compliance integration is helping funds streamline order creation, and infuses pre-trade compliance and position-checking in the EMS. The presentation will be followed...
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Craig Perler
Craig Perler
Brett Dumont
Brett Dumont
Andrew Pheifer Headshot
Andrew Pheifer
Adam Reback headshot
Adam J. Reback

“Birds of a Feather” Roundtable

Join other Eze Software users in a focused roundtable discussions on a pre-selected topic such as trading, portfolio management, compliance, risk, operations, IT, etc. Please indicate your topic preference in...
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Investment Suite 201 Showcase: Becoming an EMS Expert

Take a spin through advanced EMS features with more enhanced workflows and integrated tools! Dive deeper into our EMS to help you find additional liquidity, manage spreads and pairs, handle...
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Jason Vander Meer
Jason Vander Meer
12:00 PM - 1:15 PM

Lunch

1:15 PM - 7:00 PM

Free Time and Afternoon Activities

7:00 PM - 10:00 PM

Dinner: EzeSoft South Beach Glow Party at South Palm Court

9:30 PM - 1:00 AM

Round Trip Shuttles to South Beach from Convention Center Lobby

7:30 AM - 8:30 AM

Breakfast

UX Lab & Demo Kiosk

Get a sneak peek at our upcoming features and functionality, provide feedback on user experience, and help shape the next generation of EzeSoft’s solutions at our UX Lab. Preview recently...
Read More
7:30 AM - 12:00 PM

Registration

Spotlight: Cloud Platform (Repeat Session)

Adoption of cloud solutions has been a growing trend within the financial industry over the years. Cloud participants are realizing that they are able to scale their business with ease...
Read More
Eric Christofferson
Eric Christofferson

Investment Suite 201 Showcase: Compliance Enhancements

View a demonstration of our compliance solution and its recent enhancements! Building on the Compliance Product Spotlight session, we demonstrate how you can stay ahead of the evolving regulatory landscape....
Read More
Rachel Rauh
Rachel Rauh

Panel: Investor Reporting

Join our clients and industry experts as they discuss evolving trends in investor reporting. You will hear how your peers are tempering investor expectations, finding balance in the amount of...
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Jon Tompkins
Jon Tompkins
Courtney Clarke
Courtney Clarke
Dannette Serio
Dannette Gouin Serio
Mike Murphy
Mike Murphy
9:30 AM - 10:00 AM

Morning Coffee Break

Spotlight: Trading in EzeSoft Investment Suite

Come hear about the recent enhancements to our OMS and EMS and the industry trends driving them! We will address trends, such as the desire to minimize transaction and financing...
Read More
Roger Bel
Roger Bel
Pete Adams
Pete Adams

Panel: Regulatory Ownership Disclosure – What Your Firm Needs to Know

Listen to our clients and industry experts discuss global disclosure obligations such as major shareholding, takeover panels, and sensitive industry rules. The conversation will be centered on the challenges asset...
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Preetam Narisetty
Preetam Narisetty
Patrick Collins headshot
Patrick Collins
Anabelle Perez Gray headshot
Anabelle Perez Gray
Fiona O'Shea headshot
Fiona O’Shea

Investment Suite 201 Showcase: Enhancements in the PMS

Take a deep dive into our PMS and see how you can enhance your capabilities across Operations, Risk and Performance, and Regulatory Reporting. In this session you will learn how...
Read More
Celia Murray
Celia Murray
Nickie Gill
Nickie Gill

Spotlight: Investor Accounting with Penny

Come hear why Penny It Works, the latest addition to the EzeSoft Investment Suite, is used by 20% of the top fund administrators. Penny It Works is a complete, alternative...
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Ronald Kashden
Ronald Kashden
Mike Murphy
Mike Murphy

Client Panel: Cybersecurity at Your Firm

Come hear industry peers share their views and experiences on the hot topic of cybersecurity. This is a great follow up to Monday’s discussion concentrating on how the increased cybersecurity...
Read More
Josh Stabiner
Josh Stabiner
James Mignone
Jim Mignone
Joe Kardek headshot
Joe P. Kardek
J.Paul Haynes headshot
J.Paul Haynes

Investment Suite 201 Showcase: Enhancements in Portfolio Analytics and Modeling

See how you can manage your portfolios more efficiently. In this session, you will explore two powerful functionality themes in Portfolio Analytics & Modeling: pairing data insight & data visualizations...
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Raya Gabry
Raya Gabry
12:00 PM -

Conference Concludes

Location

Diplomat Resort & Spa
3555 South Ocean Drive, Hollywood, Florida, USA
+1-954-602-6000conference@ezesoft.com

2014 Conference Speaker Spotlight: Mel Robbins

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