A Fresh Look at Confluence: Exclusive Partner Session

Boston, MA December 3rd, 2025 Meradia is pleased to join Confluence for A Fresh Look at Confluence, an exclusive, invitation-only session bringing together North American consulting partners for an afternoon of collaboration and insight. Hosted at Confluence’s Boston headquarters, this event offers a refreshed perspective on the firm’s strategy, solutions, and vision for the future.

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TSG PMAR 2025

New Brunswick, NJ May 21-22, 2025 Meradia’s Performance team will be in New Brunswick, NJ, for TSG’s 2025 Performance Measurement, Attribution, and Risk (PMAR) conference. There, they will engage with industry leaders and explore the latest trends in performance measurement and risk.  With data quality at the core of investment operations, firms are turning to

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Expect Miracles Manhattan Gala

New York, New York February 27, 2025 Meradia proudly supports Expect Miracles in Manhattan, a premier industry event where financial services professionals unite to drive meaningful change in the fight against cancer. Hosted by the Expect Miracles Foundation, this unforgettable evening blends philanthropy, networking, and celebration to support life-saving cancer research and financial assistance for

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CONFLUENCE & Meradia Webinar: SEC Marketing Rule

Webinar September 15, 2022 Meradia’s Jonathan Boersma, CFA, joined a Confluence webinar to discuss how the new SEC marketing rule is impacting performance reporting practices. View the webinar here: https://content.confluence.com/webinar-navigating-the-road-to-sec-compliance-sec-marketing-rule-post?utm_campaign=2022_EVENTS_PERF%2FRISK_GLOBAL&utm_medium=email&_hsmi=226195525&_hsenc=p2ANqtz-91IR_6Nr7T12KoFAM2m-mSuW91KImkd_R4DNi8ZYHV8CMtuE7jYNA1wYj3db0m0Ht8NWxoGE0NTm-QkbdC4D1J26gelQ&utm_content=226195525&utm_source=hs_email Confluence provides data-driven investment management solutions partnering with our clients to deliver products and services designed to optimize efficiency and control. ASSOCIATED VENDORS Confluence

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