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 April in Miami, FL and gain valuable insights from industry experts:

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 Management

March 13, 2024

March 11-13, 2024

November, 29, 2023

October 22-23, 2023

October 17-18, 2023

Click the button below to watch the digital recording of Jonathan Boersma, CFA, speak to panelists on the Operational Challenges of M&A. 

September 27-28, 2023

Thomas McCorkell and Gregg Weintraub attended the FoAM conference presented by the Financial Times to learn about upcoming trends in the asset management industry.

September 12-14, 2023

Laurie Hesketh, CIPM and Mick Cartwright, CIPM attended the Denodo Data Fest conference to learn more about Denodo’s capabilities in data virtualization, logical management, lineage, and catalog. Meradia is proud to be a new strategy and implementation partner with Denodo.

September 6-7, 2023

Meradia President & CEO, Scott Wybranski, CFA, spoke on a panel discussion on “How To Leverage Your Optimal Operating Model With Data Interoperability”.

June 1, 2023

Tina Madel, CFA from Meradia joined SS&C’s Eric Rocks and Becky Loeffelholz from Peregrine Capital Management, LLC to share how outsourcing and cloud technology can help future-proof operations.

May 24-25, 2023

Meradia’s Senior Manager, Tina Madel, joined a panel discussion on performance reporting and what exists “beyond GIPS®“.

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.“

May 17-18, 2023

Meradia’s data experts Mick Cartwright, CIPM and Andrew Jacob, CFA attended the Institutional Investor’s Investment Data & Analytics Symposium.

May 17, 2023

Managing Director Laurie Hesketh participated in a spotlight talk on “Solutions: Partner-based Solutions: Multi-platform integration”.

May 4, 2023

Managing Director Brian Lollar attended SimCorp Coric’s forum to connect with the platforms users and partners.

April 20, 2023

Meradia consultant’s Jake Daly-Leonard and Ben Smith attended Adenza’s User Conference alongside their clients and partners in NYC.

March 27-29, 2023

Meradia sponsored InvestOps USA 2023 in Orlando, FL. Scott Wybranski and Benjamin Smith attended while Martin Ouellette spoke on how front-to-back connectivity affects multiple areas of your firm.

November 1-3, 2022

Meradia’s Andrew Jacob joined industry professionals in San Diego, CA at Collibra’s premier data conference.

October 25-26, 2022

We were thrilled to sponsor the 26th annual GIPS® Standards Conference, organized by CFA Institute. Jonathan Boersma, Alicia Spencer, Natasha Romanova, Jeremy Welch, and Benjamin Smith joined the event.

October 2-4, 2022 – Orlando, FL

Meradia’s Managing Director Mick Cartwright, Senior Manager Tina Madel, and Client Partner Ben Smith joined fellow industry professionals in Orlando, FL for SS&C’s event.

September 20-21, 2022 – Austin, TX

Meradia proudly sponsored SimCorp’s North American User Summit in Austin, TX on September 20 and 21, 2022.

September 15, 2022 – Webinar

Meradia’s Jonathan Boersma, CFA, joined a Confluence webinar to discuss how the new SEC marketing rule is impacting performance reporting practices.

August 16, 2022 – Webinar

Meradia’s GIPS and Performance Regulation Practice Lead, Jonathan Boersma, CFA, joined First Rate’s webinar about how firms can adequately prepare operations and technology for the new SEC marketing rule.

May 18, 2022 – New York, NY

May 10-11, 2022 – Philadelphia, PA

Meradia Senior Manager and Investment Performance Practice Lead Richard Mailhos participated in a discussion about the practical considerations and uses of data in performance measurement.

March 28-30, 2022 – Tampa, FL

Meradia’s senior managers attended InvestOps, one of the largest buy-side investment operations conferences.

December 1, 2021 – Webinar

Mark R. David, CFA, Director and Risk & Analytics Practice Lead at Meradia, led a webinar on non-standard investment performance attribution, hosted by CFA Society New York.

November 18, 2021 – New York, NY

Meradia Principal and Client Experience Practice Lead Timothy W. Jager spoke at TSAM East Coast 2021 on how investment managers can streamline the client journey.

June 22-23, 2021 – Philadelphia, PA

Timothy W. Jager, Principal and Leader of Meradia’s Client Experience Practice, joined a panel presentation on June 23, 2021 regarding trends and solutions in client reporting.

May 11-13, 2021 – Virtual Conference

Meradia’s Managing Director Mick Cartwright, CIPM, joined a panel discussion on May 12, 2021 regarding data-centric approaches to asset management.

December 8-10, 2020 – Virtual Conference

A digital conference and networking experience bringing together buy-side professionals and leading technology providers.

Meradia’s Mick Cartwright, CIPM, Managing Director and Tom Alex, PMP, Principal presented on “Client Reporting and the Data Management that Supports It.” Click the button below for the on-demand recording.

November 16-18, 2020 – Virtual Conference

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 implementations to thorough documentation.

November 10-11, 2020 – Virtual Conference

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. Laurie Hesketh, CIPM, Managing Director at Meradia spoke on “Understanding ESG and Incorporating it into Performance.” Click on the button below for the on-demand recording produced by The Spaulding Group for PMAR NA.

September 28-30, 2020 – Virtual Conference

TSAM East Coast Digital combined the very best of both TSAM Boston and TSAM New York, featuring 6 streams of live panels, Q&A’s and tech demos that you can access anywhere in the world.

Meradia’s own Richard Mailhos and Mark David, CFA discussed the importance of developing and maintaining a Performance Book of Record (PBOR); and Mick Cartwright, CIPM, moderated and Tom Alex served as a panelist on designing reporting strategy.

September 16, 2020 – Virtual Conference

This webcast included a panel of Meradia’s own Managing Director Kevin R. Coffin, CIPM and speakers from Clearwater Analytics and CNA Financial as they discussed Operational Excellence: The Evolution of SaaS and What It Means to You.

July 15, 2020 – Webinar

This FTF webcast included a panel of Meradia’s own Richard Mailhos and speakers from Confluence and Broadridge as they discussed the importance of developing and maintaining a Performance Book of Record (PBOR).

June, 2020 – Virtual Conference

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.

April 16, 2020 – Webinar

As firms rethink their client reporting strategies, some are wondering if they can integrate cross-selling opportunities via this key client interaction. Revamping the client reporting process involves a deeper understanding of the needs of clients. Advances in technology are creating openings in the client reporting process that can help firms transform it from a cost center to a profit center.

Thomas E. Alex, Meradia’s Principal & Director of Technology, contributed his expertise as panelist.

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, was 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 also spoke on two panels: “Software Package Solutions Under the Microscope” and “Optimizing Quality Control for Data.”

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 have sponsored the summit and to have had two speaking sessions. Managing Director Laurie Hesketh, CIPM, addressed Risk & Performance. Josh Levitt, Senior Consultant, spoke on process and workflow within Technology & Operations.

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!

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.

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.

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.”

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.