Upcoming Events

TSAM Boston: The Summit for Asset Management

November 14, 2019 – Boston, MA

TSAM Boston 2019 is specifically designed for the leading back and middle office professionals across the asset management community.

Meradia is proud to sponsor the summit and holds two speaking sessions. Managing Director Laurie Hesketh, CIPM, will address a topic within the Risk & Performance track. Josh Levitt, Senior Consultant, will address process and workflow within the Technology & Operations track.

iPARM Australia 2019

November 25 – 27, 2019 – Sydney, Australia

iPARM is an investment performance measurement, attribution and risk management forum.

Mark David, Meradia’s Director of Global Performance, Risk & Analytics, has been invited to speak on “Re-engineering Karnosky-Singer” to examine some of the reasons why this method is rarely implemented, and to propose remedies that restore and extend the model’s utility and insight. Mark will also be speaking on two panels:  “Software Package Solutions Under the Microscope” and “Optimizing Quality Control for Data.”

FIMA US Financial Information Management

May 4 – 6, 2020 – Boston, MA

FIMA is where data leaders from across the financial industry meet to discuss platforms, strategies and best practices.

Meradia has worked with wealth and investment clients on all aspects of their data management transformations – from the initial strategic roadmap through execution of dedicated master data management, meta data management, data governance, data warehousing, data integration and information delivery projects.

Eagle ENGAGE20

May 31 – June 3, 2020 – Scottsdale, AZ

Eagle Investment Systems is one of the leading investment management systems supporting accounting, performance measurement and data.

Meradia has extensive experience with the full Eagle product suite and is a long-time sponsor of this event.

Recently Attended Events

The Pennsylvania Conference for Women

October 2, 2019 – Philadelphia, PA

An event that features more than 100 renowned speakers sharing inspirational stories and leading seminars on the issues that matter most to women, including health, personal finance, executive leadership, small business and entrepreneurship, work/life balance, branding and social media marketing. Meradia is dedicated to the personal and professional development of the team – this one’s for the women!

CFA Institute GIPS Standards Conference

September 11-12, 2019 – Scottsdale, AZ

The only event of its kind focused on the implementation and application of the Global Investment Performance (GIPS) standards.

Meradia remains on the cutting edge of designing and developing efficient compliance solutions when clients’ legacy systems are not keeping up with current demands.

Solovis Client Conference

August 26-28, 2019 – Middleburg, VA

Solovis is a fast-growing institutional investment management technology and data management platform which transforms multi-asset class portfolio management. Solvis is uniquely designed for limited partners, asset allocators and endowments.

PMAR North America by The Spaulding Group

May 18, 2019 – Philadelphia, PA

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 and go-live, to vendor solutions and data management and analysis. Laurie Hesketh, Managing Director and our Performance co-lead participated on a panel titled “Wrestling with the Data.”

SimCorp Dimension North American User Summit (NAUS)

May 6-8, 2019 – San Diego, CA

SimCorp is one of the leading investment management accounting and investment book of record platforms globally and is enjoying significant growth in North America.

Meradia continues to see Dimension getting traction as an integrated front-to-back offering including trade/order management, performance measurement and attribution, and client reporting (Coric), among other functional modules. Meradia was invited to attend and sponsor the event based on our front, middle, back office, and data management implementation experience.

StatPro GIPS Breakfast Meeting

May 7, 2019 – Boston, MA

A breakfast seminar focused on the latest and greatest in GIPS standards.

Meradia remains on the cutting edge of designing and developing efficient compliance solutions when clients’ legacy systems are not keeping up with current demands and manual processes are slowing workflows and increase the probability of errors.

State Street Global Services Consulting Roundtable

May 3, 2019 – Boston, MA

State Street provided and overview about their front-to-back platform roadmap including detail about integration related to the acquisition of Charles River Development.

Meradia has a long history of working with State Street clients including projects onboarding middle and back office functions for some of the largest investment managers globally.

InvestOps USA

March 5-7, 2019 – Tampa, FL

Where the largest gathering of buy-side heads of investment operations are empowered to optimize cross-asset front-to-back investment operations.

Scott Wybranski, President and CEO, spoke at the 2019 Conference on ‘Operational Efficiency.’ Meradia’s senior staff also 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 implementations to thorough documentation.

SimCorp Coric

October 18, 2018 – Boston, MA

SimCorp Coric is one of the leading client reporting systems. Meradia participated on a panel to discus delivering an improved client experience.

Meradia has worked with many institutional and wealth management firms to develop their client report strategy, system selection, and implementation.

CFA Institute GIPS Standards Conference

September 13-14, 2018 – Austin, TX

The only event of its kind focused on the implementation and application of the Global Investment Performance (GIPS) standards.

Meradia remains on the cutting edge of designing and developing efficient compliance solutions when clients’ legacy systems are not keeping up with current demands and manual processes are slowing workflows and increase the probability of errors.

Infogix Data Summit

July 26, 2018 – Boston, MA

Infogix is a leader on active data governance, data automation, push-forward objectives, integration of data quality and more when considering your data governance objectives.

Meradia consultants have worked with the Data3Sixty data quality tool. We continue to stay on the leading edge of why data quality needs to be at the center of your data governance strategy and how data analytics, as part of an integrated platform, can help you achieve a stellar level of data success.

TSAM New York: The Summit for Asset Management

June 13, 2018 – New York, NY

TSAM draws an unrivaled level of decisions makers, industry influencers and leaders from the world’s leading asset management firms, in addition to industry regulators.

Meradia offers strategic advisory and technology implementation solutions designed to target investment management client needs.

Eagle ENGAGE

April 23-25, 2018 – Boca Raton, FL

The premier industry event by Eagle Investment Systems, helping financial institutions grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions.

Meradia’s team of consultants work with clients on every aspect of data management transformations, serve some of the largest and most complex investment advisories, and help asset managers and owners through the entire performance and risk development cycle – leveraging Eagle Investment Systems solutions. Meradia regularly sponsors this event.

Women in Investing Network of Philadelphia

Annual Membership, Monthly Events – Greater Philadelphia Area

A non-profit organization that provides a forum for networking and professional development for those investing in financial services, including plan sponsors, investment managers, consultants, accountants and attorneys. Meradia maintains an annual membership for the women on the team, and regularly participates in monthly events.