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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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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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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CFA INSTITUTE 28th ANNUAL GIPS® STANDARDS CONFERENCE

San Diego, CA September 17-18, 2024 Save the date! The Meradia team will be back as an associate sponsor of CFA Institute’s premier GIPS Standards event. Join us in San Diego, CA for two days, full of valuable information relating to all things GIPS®. ASSOCIATED VENDORS FactSet Register

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FACTSET DEVELOPER DAYS 2024

Virtual Conference June 13, 2024 Meradia will joining FactSet clients and partners during their virtual event on June 13th. FactSet Developer Days is a day of insights and collaboration for developers, engineers, architects, and technologists leveraging FactSet technology. Join for a series of spotlight talks, fireside chats, and workshops curated by engineering leaders at FactSet.

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TSG PMAR 2024

New Brunswick, NJ May 22-23, 2024 Meradia’s Jose Michaelraj, CIPM, CAIA, and Brian Buzzelli will join Steve O’Brien of RIMES and Mark Rothermel of T. Rowe Price on the PMAR stage for “Data Management Panel Discussion: What is Industry Best Practice?”. PMAR is on the short list of events for performance, attribution, and risk professionals.

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2024 INVESTMENT DATA & ANALYTICS SYMPOSIUM

Chicago, IL May 7-8, 2024 Mick Cartwright, CIPM, Brian Buzzelli, and Benjamin Smith will be representing Meradia at Institutional Investor’s 2024 Investment Data & Analytics Symposium in Chicago, IL. Check out Brian’s moderating sessions below: CDO Outlook: Crafting Data-Driven Strategies for Business Success Breakout Discussion Group 3 – Strategies for Maximizing Business Engagement in Data

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FACTSET FOCUS 2024

Miami, FL April 28th – May 2nd, 2024 We are happy to join FactSet Focus as a sponsor! Don’t miss out on the opportunity to learn from Meradia’s Managing Director, Laurie Hesketh, CIPM, as she takes the stage in the captivating session “The Service Advantage: Achieving Better Outcomes Through Expertise and Support“. Join us this

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INVESTOPS USA 2024

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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