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Orlando, FL March 11-13, 2024 Meradia is a proud sponsor of InvestOps USA 2024 in Orlando, FL. Scott Wybranski, Martin Ouellette, Laurie Hesketh Benjamin Smith attended and spoke to peers about Meradia’s strategic and implementation services. InvestOps USA is where the largest gathering of buy-side heads of investment operations are empowered to optimize cross-asset front-to-back
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27TH ANNUAL GIPS STANDARDS CONFERENCE
Chicago, IL October 17-18, 2023 This event hosted by CFA Institute is the must-attend event for performance and compliance professionals. Industry and regulatory experts discussed the latest trends and challenges in investment performance. 2023’s conference featured sessions on the SEC Marketing and Private Fund Adviser rules, OCIO providers, and outsourcing considerations. Click the button below
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PMAR NORTH AMERICA 2023
New Brunswick, NJ May 24-25, 2023 Meradia’s Tina Madel, CFA, joined a panel discussion on performance reporting and what exists “beyond GIPS®“. PMAR is on the short list of events for performance, attribution and risk professionals. Meradia has extensive experience in the entire performance and risk development cycle, from designing bespoke attribution methodologies, to testing
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WOMEN IN PERFORMANCE MEASUREMENT GROUP MEETING 2023
New Brunswick, NJ May 23, 2023 Prior to the PMAR Conference by TSG, Meradia consultants Tina Madel, CFA and Jennifer Avery, CIPM joined performance professionals for panel discussions on recognizing women’s contributions to our industry. Women in Performance Group is a business resource for women by women, to network, share, and learn together. ASSOCIATED VENDORS
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2023 INVESTMENT DATA & ANALYTICS SYMPOSIUM
Chicago, IL May 17-18, 2023 Meradia’s data experts Mick Cartwright, CIPM and Andrew Jacob, CFA, attended the Institutional Investor’s 2023 Investment Data & Analytics Symposium in Chicago. Financial Technology Forum (FTF) is the premier network for technology leaders from major investment management firms, serving as a “think tank” for members to interact and develop their
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FACTSET DEVELOPER DAYS
Virtual Conference May 17, 2023 Managing Director Laurie Hesketh participated in a spotlight talk on “Solutions: Partner-based Solutions: Multi-platform integration” during this virtual conference hosted by FactSet. FactSet creates flexible, open data and software solutions for over 207,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial
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