InvestOps USA 2025

Orlando, FL March 10-12, 2025 Meradia is a proud sponsor of InvestOps USA 2025 in Orlando, FL. Join Scott Wybranski, Laurie Hesketh, Martin Ouellette, and Benjamin Smith in Florida at this premier buy-side event. InvestOps USA is the largest gathering of buy-side heads of investment operations that are empowered to optimize cross-asset front-to-back investment operations.

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CIBC Mellon Technology and Innovation Showcase 2024

Toronto, Canada November 5, 2024 CIBC Mellon and Microsoft will partner to host their Technology and Innovation Showcase in Toronto. Rich Mailhos, Martin Ouellette, and Benjamin Smith will join attendees to learn how Canada’s financial services are leveraging cloud and AI to drive innovation and how the power of collaboration with fintech and innovators delivers solutions

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Applied AI in the Investment Services Industry Roundtable

NYC & Toronto October 15th and 17th, 2024 At the heart of these events was a conversation about the evolving synergy between humans and AI – a partnership that, when done right, can revolutionize business workflows, decision-making, and the overall competitive landscape. AI is not just a trend but a fundamental driver of operational efficiency,

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A-TEAM DATA MANAGEMENT SUMMIT 2024

New York, New York |  9/26/2024 Meradia Director, Head of Data Practice Brian Buzzelli will moderate “Panel: Designing for the future – How to simplify and modernize data architecture to unleash data value and innovation” at the A-Team Data Management Summit in NYC! ASSOCIATED VENDORS Register

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FINANCIAL TIMES: FUTURE OF ASSET MANAGEMENT NORTH AMERICA 2024

New York, New York September 25-26, 2024 Meradia’s CEO Scott Wybranski, CFA, and Managing Director Laurie Hesketh, CIPM, will attend Financial Time’s Future of Asset Management Conference in New York City in September. The event agenda provides the Meradia team the unique opportunity to understand how the asset management industry is evolving and uncover new

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2024 BNY MELLON CONSULTANTS FORUM

New York, New York 3/26/2024 The Meradia team looks forward to joining BNY Mellon individuals at their consultant forum in New York City. We aim to continue our knowledge and discuss new perspectives with their team. We appreciate the opportunity to learn more about BNY Mellon and their offerings from BNY Mellons’s senior leadership. ASSOCIATED

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FUND OPERATOR SUMMIT 2022

New York, NY May 18, 2022 The Fund Operator Summit is an exclusive annual gathering designed for investment and fund operations leaders from across third-party investment management groups and institutional asset owners. Meradia team member moderated several panel sessions, including a discussion on leveraging data to create operational efficiency. ASSOCIATED VENDORS BNY Mellon

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PMAR NORTH AMERICA 2022

Philadelphia, PA May 10-11, 2022 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. Meradia’s Richard Mailhos participated in a discussion about the practical considerations and uses of data in performance measurement. ASSOCIATED VENDORS BNY Mellon

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INVESTOPS USA 2022

Tampa, FL March 28-30, 2022 InvestOps USA is where the largest gathering of buy-side heads of investment operations are empowered to optimize cross-asset front-to-back investment operations. Meradia’s senior managers attended to share their passion for identifying efficiencies between clients’ front, middle and back offices that run on diverse platforms – from strategic advisory, to technical

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CFA SOCIETY NEW YORK

Webinar December 1, 2021 Meradia led a webinar on non-standard investment performance attribution, hosted by CFA Society New York. View the webinar here: http://cfany.gallery.video/fullconference/detail/videos/most-recent/video/6284849874001/investment-performance-attribution-out-of-the-box?autoStart=true The CFA Society® network provides a wide range of educational, networking, and career development opportunities. ASSOCIATED VENDORS BNY Mellon

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