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

Kevin Nealon

 

Featuring

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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. Sponsorship sold out in 2014, so reach out today! Click here to learn more.

30Days
13Hours
58Mins
5Secs

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 - 4:00 PM

Registration

6:00 PM - 9:00 PM

Welcome Reception

7:00 AM - 4:30 PM

Registration

7:30 AM - 8:30 AM

Breakfast

Welcome 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
Jeff Shoreman
Rob Keller, CFA
9:30 AM - 9:45 AM

Morning Break

Portfolio Management in Eze Software OMS

Product Managers will discuss recent enhancement in the portfolio management capabilities of the OMS, including analytics, modeling, and risk among other functionality. The session will also touch on some of...
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CLIENT CASE STUDY

Hear one of our clients discuss the recent challenges they have tackled in their business, and how Eze Software products have played a role in helping them address those challenges....
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A Deeper Dive on Eze Software Cloud

In this product demo, get an exclusive look at the latest version of Eze Software’s cloud platform as well as a sneak peek of what’s to come. Session Type: Feature...
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Eze Software Compliance

During this session, Product Managers will discuss trends in the market, review key workflows and features, and will touch on plans for enhancing our compliance capabilities going forward. Session Type:...
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State of the Asset Management Industry

Hear from a leading industry analyst as they discuss hot topics and growing trends in the industry. Session Type: Industry Insights

PMS 101: Introduction to Eze Software PMS

Join Eze Software’s product managers in a guided tour of the key components and workflows in Eze PMS. Session Type: Feature Showcase
11:45 AM - 1:00 PM

Lunch

Accounting in the Eze Software Investment Suite

Eze Software product managers will highlight recent enhancements within Eze Software PMS (formerly Tradar PMS). Session Type: Product Spotlight

Regulatory Ownership Disclosure: What Your Firm Needs to Know

Hear what Eze Software clients as well as regulatory experts in the industry have to say about the challenges associated with monitoring significant ownership in markets around the world. Session...
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EMS 101: Getting to Know Eze EMS

In this interactive product demo, Eze Software’s Product Managers walk you through core features of Eze Software EMS. Session Type: Feature Showcase
2:00 PM - 2:30 PM

Afternoon Break

10 Productivity Tips in Eze OMS

Regardless of how you’re using Eze OMS, these tips will help you save time and increase your productivity. Session Type: Feature Showcase

What Do Asset Owners Look for When Selecting Investment Managers?

Hear from experts across the industry discuss what asset owners are looking for when selecting hedge funds and asset managers. Performance is paramount, but what else? Session Type: Panel Discussion

Compliance 201: An Advanced Look at Eze Compliance

In this demo, product experts will walk you through advanced workflows to help you further streamline your compliance processes. Eze Compliance is available as a standalone or can be bundled...
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Guest Keynote Speaker: Kevin Nealon

Eze Software Group is thrilled to have actor and comedian Kevin Nealon as our guest keynote speaker!
Kevin Nealon Headshot
Kevin Nealon
4:30 PM - 5:30 PM

Cocktail Reception

5:30 PM - 7:00 PM

Free Time

7:00 PM - 10:00 PM

Evening Event

7:30 AM - 8:30 AM

Breakfast

Industry Insights: Bob Greifeld

Featuring Bob Greifeld, CEO of Nasdaq Session Type: Keynote
Bob Greifeld
9:30 AM - 10:00 AM

Morning Break

Eze Software Cloud

In this presentation, you’ll learn more about Eze Software’s cloud technology including a deeper look at Eze Software’s cloud strategy, overview of recently released tools and features and a sneak...
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Functional Roundtable Discussions

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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Commission Management 201: A deeper look at Eze Commission Management

As part of this demo you’ll get a closer look at the new Broker Review tool as well as an introduction to the rest of Eze Software’s robust commission management...
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Trading in Eze Software Investment Suite

This session will discuss recent trading enhancements available in the OMS and EMS, including integrations between the two applications, trading-related trends in our client base, and the future of trading...
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Lessons Learned: Launching a Liquid Alt Fund

Learn about the successes and challenges one of our clients faced when they recently took their hedge fund strategy and repackaged it in a mutual fund, i.e., a liquid alt...
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PMS 201: Eze PMS for Advanced Users

Explore more complex Eze PMS workflows in this product demo designed to help you improve efficiency across portfolio accounting, reporting, and operations. Session Type: Feature Showcase
12:00 PM - 1:15 PM

Lunch

1:15 PM - 6:00 PM

Activity/Free Time

7:00 PM - 10:00 PM

Evening Event

7:30 AM - 8:30 AM

Breakfast

Eze Software Compliance

During this session, Product Managers will discuss trends in the market, review key workflows and features, and will touch on plans for enhancing our compliance capabilities going forward.

Managing Risk in 2016

Eze Software clients join product experts to discuss how they are approaching risk management today and what they see changing in the months ahead. Session Type: Panel Discussion

OMS 201: Become an Eze OMS Power User in Trading and Operations

Advanced and new users alike can discover more ways to improve efficiency and streamline their workflow using more sophisticated tools and features in this advanced demo. Session Type: Feature Showcase
9:30 AM - 10:00 AM

Morning Break

Eze Software Commission Management

This presentation will discuss the strategy behind Eze Software’s rich portfolio of commission management tools and will review recent enhancements, trends and regulatory developments. Session Type: Product Spotlight

Client Case Study

Hear one of our clients discuss the recent challenges they have tackled in their business, and how Eze Software products have played a role in helping them address those challenges....
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EMS 201: Becoming an expert in Eze EMS

Become an expert in Eze EMS as you learn about more sophisticated workflows in this advanced guided tour. Session Type: Feature Showcase

Eze Software Cloud

In this presentation, you’ll learn more about Eze Software’s cloud technology including a deeper look at Eze Software’s cloud strategy, overview of recently released tools and features and a sneak...
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OMS 201: Eze OMS Portfolio Analytics, Modeling, and Risk tools

Learn how you can take advantage of more sophisticated analytics, modeling, and risk tools in Eze OMS in this 201-level demo of the OMS. Session Type: Feature Showcase
12:00 PM -

Conference Concludes

Location

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

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