Executive Roundtable:
Revolutionizing Canadian Fund Ops – Future Trends in Accounting & Investor Servicing
Tuesday, October 22, 2024 | 7:30 PM – 10:30 PM ET | Alo Salon, Toronto
An exclusive 1 hr Executive Roundtable followed by a 2 hr Seated Dinner, hosted by Multifonds
REGISTRATION IS CLOSED | For assistance, please contact our events team here
What can I expect from this Executive Roundtable in Toronto?
Attendees can expect in-depth discussions on how to improve and future-proof Canadian fund operations, covering key innovations in back-office functions, including fund accounting, investor servicing, and the evolving landscape. Leaders in fund administration and asset management will share best practices and insights on leveraging technology to drive operational efficiency, focusing on its transformative role in the space.
This is a unique opportunity to engage with peers, gain actionable insights, and stay ahead of industry challenges — all set at the renowned Alo Salon, the Michelin-starred restaurant’s private dining space.
…are you really going to miss out?
Latest 2024 Multifonds Roundtable in Lima, Peru
Agenda:
Date: Tuesday, October 22, 2024
Venue: Alo Salon, Toronto Find on map
Time: 7:30 PM – 10:30 PM ET
Collect your name badge and enjoy a glass of Crémant while other guests arrive and settle in, setting the perfect tone for an evening of networking and insightful conversation.
Steven Shefras, Senior Business Development Executive – NAM, Multifonds
– Introduction to Multifonds
– Key Industry Trends: Navigating the Future of Fund Administration
Sarah Simmonds & MICHAEL THOMSON, PartnerS, Alpha FMC
– Why a Total Portfolio View via IBOR is Essential
– Clarifying the Role of IBOR: Avoiding Duplication with ABOR
– Future Outlook: Will IBOR and ABOR Merge into a Single Book of Record?
David Webster, NAM Product Manager, Multifonds
– Streamlining Global Investment Operations Across Time Zones & Disciplines
– The Power of a Single Real-Time Portfolio Data Source for Public, Private, and Exchange-Traded Assets
– Meeting Diverse Investment Accounting Needs Across Stakeholders
We hope you enjoy ALO Salon’s exquisite 3-course menu, perfectly paired with a selection of fine wines for a delightful dining experience as you discuss the evening’s insights.
Registration is closed
Registration is now closed. Due to limited seating, spots were allocated on a first-come, first-served basis. If your registration was confirmed, you should have received an email with further event details. For any questions or assistance, please feel free to contact our events team directly here.