Monday, June 15th
Transcription
Monday, June 15th
Monday, June 15th 8:30-9:30 AM 1:30-2:30 PM Black Diamond® Link: Taking Complexity out of Integrations Managing Your APX Cost Basis Reconciliation Workflow LECTURE 2015 SEC Priorities and Compliance Readiness APX Update - Latest and Greatest Trading Technology and Efficiency Tips from the Top: Human Resources &Firm Management, Presented by AUG Lightbulb: Why Didn’t I Think of That? Presented by AUG Geneva Update - Latest and Greatest Troubleshooting Performance Reporting in Axys Automating Performance Processing in Axys Making Moxy Work for You Running Model Strategies in Moxy GWI: Designing Fund Structures and Period Processing Introduction to Performance Measurement and Reporting in Geneva Building Searches in APX Advanced Automation in APX 9:45-10:45 AM 2:45 PM-3:45 PM Welcome Address from Pete Hess 11:00 AM-12:00 PM Advent Solutions Overview: The Road Ahead Advent Direct Investor Management - Latest & Greatest Top 10 Trends in Wealth Management, Presented by TowerGroup Geneva Investment Accounting - New Features Deep Dive Enhance Your Client Dialogue with Black Diamond®'s New Web and Mobile Tools Using the Reorg Utility in APX Advanced Automation in Axys Introduction to Trading in Moxy Using Trade Views to Manage Your Workflow in Moxy Getting Data Out of Geneva Introduction to Bank Debt in Geneva Experience the New Black Diamond® Troubleshooting Performance Reporting in APX 4:00-5:00 PM 12:15-1:15 PM Hedge Funds Trends and Notable Events Moxy and Rules Manager Update - Latest and Greatest Buzzworthy - Black Diamond®'s Most Recent Platform Enhancements Thinking about Making the Move to Black Diamond? Real Time Networking - Peer to Peer Roundtable Co-hosted by Advent and the AUG, Part 1 Optimizing Margin, Financing and Collateral with Syncova Geneva & World Investor Accounting - Best Practices Roundtable IT Security to Combat Today's Cyber Fraud Axys Maintenance Best Practices LECTURE Automating Your Workflow in Moxy Introduction to Swaps in Geneva Security-Level Performance and Analytics in APX Tuesday, June 16th 8:30-9:30 AM 12:15-1:15 PM Q&A with Geneva Product Development Experts Tamale: Research Management and Investor Transparency Peer to Peer - A Roundtable for Operational Efficiencies Using Black Diamond® Geneva Migrations - Best Practices Maximizing CRM with APX Building an Enduring Business with David Grau, Sr., JD Real Time Networking - Peer to Peer Roundtable Co-hosted by Advent and the AUG, Part 2 1:30-2:30 PM Moxy Troubleshooting Tips Lecture Making the Most of APX Reporting Axys Maintenance Best Practices LECTURE Peer to Peer - A Roundtable for Advisors & Management Hosted by Black Diamond® GWI: Designing Fund Structures and Period Processing CTO Best Practices - Business Continuity Plans – Power User Insights Presented by AUG Creating Custom SSRS Reports for APX Dashboards Part 1 of 2 Geneva Technology - Best Practices Roundtable 9:45-10:45 AM Building Your Next Generation Marketing & Communications Program: Turn Millennials into Coworkers and Clients Increase Advisor Productivity with Black Diamond®'s Re-invented Web Experience Advanced Automation in Axys Geneva Technology - What's New? Introduction to Compliance in Advent Rules Manager How Custom Solutions Enhance Your Advent Platform Strategic Data Drivers & Their Impact on Investment Management Getting Data Out of Geneva Building Searches in APX Update From Inside The Beltway Troubleshooting Performance Reporting in Axys 2:45 PM-3:45 PM Using Trade Views to Manage Your Workflow in Moxy Hybrid Funds in Geneva World Investor Creating Custom SSRS Reports for APX Dashboards Part 2 of 2 Managing Your APX Cost Basis Reconciliation Workflow LECTURE Best Practices in Attracting and Retaining Women Investors Panel 11:00 AM-12:00 PM Axys Update - Latest and Greatest Migrating to APX Troubleshooting Performance Reporting in APX The “Robo-Advisor” Effect: A Transformation of the Advisory Business? Making Moxy Work for You Making Advent Direct Community Work for You Introduction to Swaps in Geneva Harnessing the Power of Geneva World Investor Advanced Automation in APX Automating Performance Processing in Axys 4:00-5:00 PM Maximizing Back Office Efficiency in Moxy Guest Speaker - Shawn Achor Geneva Query Tips Introduction to Performance Measurement and Reporting in Geneva Using the Import/Export Utility in APX Wednesday, June 17th 8:30-9:30 AM APX, Axys, and Moxy Open Lab Introduction to Bank Debt in Geneva Customizing Your APX Packager Workflow Part 1 of 2 9:45-10:45 AM GIPS®: Outside the Handbook Billing & Revenue Management Using the Reorg Utility in APX Streamlining Settlement with DTCC and Moxy Geneva Query Tips Customizing Your APX Packager Workflow Part 2 of 2 11:00 AM-12:00 PM Trading Compliance Made Easier with Rules Manager Shifting to a Goal-Based Advice Model Managing Your APX Position Reconciliation Workflow Part 1 of 2 Maximizing Back Office Efficiency with Moxy Introduction to Swaps in Geneva Creating Custom SSRS Reports for APX Dashboards Part 1 of 2 12:15-1:15 PM Managing Your APX Position Reconciliation Workflow Part 2 of 2 Automating Your Workflow in Moxy Getting Data Out of Geneva Creating Custom SSRS Reports for APX Dashboards Part 2 of 2