Sunday, Oct. 22 to Wednesday, Oct. 25

Four Seasons Resort Orlando, Florida

Cybersecurity and Fraud Prevention
Expert, Bestselling Author & Subject
of Catch Me If You Can

Wednesday's
Keynote Speaker
Frank
Abagnale
Agenda

25+ sessions that will educate, engage, and inspire

Elevate your expertise
LEARN
Explore

Visit the Partner Pavilion, Eze UX Lab and Demo Kiosk

Discover industry
innovations

EXPLORE

Network

Meet-and-greet at roundtables, evening events, and activities

Connect with
your peers

NETWORK

Accommodations

Relax by the pools, at the spa, and on the golf course

Indulge at the Superior Four Seasons

UNWIND

2017 Eze Advance

Sunday, October 22nd – Wednesday, October 25th

Four Seasons Resort – Orlando, Florida

Eze Advance is the industry’s premier investment management conference, offering 3 days of engaging industry discussions, product training, and networking in a luxurious setting. With more than 25 sessions across 4 tracks, we’ll have something for everyone.
In 2017 we’re bringing you more expert insights, more peer discussions, and more keynotes. 2017 Eze Advance promises to help you optimize your workflows, elevate your expertise, and transform your business.

 

WHY ATTEND

Hear from your industry peers, network with key players in the marketplace, participate in discussions on hot industry topics, and get hands-on training with Eze Software’s products. Click here to learn more.

WANT TO SPEAK

Whether you’re a client, vendor partner, or simply someone in the industry, and would like to participate in a panel discussion, roundtable, or session, let us know! Click here to learn more.

WANT TO SPONSOR

Showcase your products and services at 2017 Eze Advance! We have a variety of sponsorship packages available on a first-come, first-serve basis. Click here to learn more.

5Days
22Hours
23Mins
53Secs

AGENDA

2017 Eze Advance runs from Sunday, October 22nd through Wednesday, October 25th.
A detailed agenda will be available in the coming months. Please note, the schedule and agenda are subject to change.
Day 1
Oct 22 2017
Day 2
Oct 23 2017
Day 3
Oct 24 2017
Day 4
Oct 25 2017
4:00 PM - 6:00 PM

Registration

Welcome Dinner Reception

All conference attendees are invited to join us for a Welcome Dinner Reception on the King Meadow Lawn. Take the Lobby stairs down one flight and exit outdoors. Follow the...
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7:30 AM - 6:00 PM

Registration

8:00 AM - 9:00 AM

Breakfast

UX Lab & Demo Kiosk

Get a sneak peek at our upcoming features and functionality, provide feedback on user experience, and help shape the future of Eze Software’s products at the Eze UX Lab. See...
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Welcome Keynote and Opening Remarks

Eze President and CEO, Jeff Shoreman kicks off 2017 Eze Advance on the Main Stage.
Jeff Shoreman
10:00 AM - 10:15 AM

Coffee Break

Feature Showcase Demo / Eze OMS: Trading & Operations

In this demo we’ll focus on enhanced trading and allocation features within Eze OMS. Learn how to implement workflows that work for you and help you maximize your efficiency.
Robert Morse, CFA
Roger Bel
Roger Bel, CFA, CAIA

Roundtable Discussions: Session 1

Roundtable discussions on: Compliance & Regulation, Trading & Execution, Portfolio Management, Middle & Back Office, and Treasury Management sponsored by NEX GROUP.

Panel / How to Prepare for SEC Audits

Audit preparation is increasing in importance as the SEC begins to entertain more surprise visits. Join us in an informal conversation with Ascendant Compliance Management on the best way to...
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Jacqueline Hallihan
Justin Tourtelotte
Justin Tourtelotte

Spotlight / MiFID II: Ready or Not

With only a few short months left on the MiFID II clock, are you ready? We’ll cover the key action items you need to take to ensure your firm is...
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Adam De Rose

Feature Showcase Demo / Eze Investor Accounting

Looking to reduce risk in your investor allocations and fee calculations, improve communication with your investors, and reduce time and resources spent on accounting? This Feature Showcase will highlight how...
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Sean Brown
Michael Murphy

Panel / Trade Analytics, Technology & Best Execution

This panel of trading experts will discuss the latest in trade analytics, tech innovations, best execution, and more.
Colton Neff, CFA
Marc-Olivier Fortier
Allan Goldstein
Matt Pecak
Matt Pecak
12:15 PM - 1:30 PM

Lunch

Panel / Operational Due Diligence: Vendor & Tech Considerations

What are the challenges and benefits of outsourcing in today’s environment? What are the critical due diligence considerations you need to know? This panel will cover these questions and more.
Peter Ortiz
John Cotronis
Eric Salzman
Charles Friedberg, CFA
James Griffin

Spotlight / Eze Investment Suite: Workflows for a Changing Market

Learn more about the product strategy driving innovation in Eze Investment Suite. This session will survey the latest and greatest in new features and give you a sneak peek at...
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Bill Neuman

Feature Showcase Demo / Eze EMS

See Eze EMS in action. In this demo, we’ll showcase new features and advanced execution workflows including TCA advancements, alternative liquidity sources, advanced order types (pairs, spreads, conditional orders), Excel...
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Adam De Rose
Matt Pecak
Matt Pecak
2:30 PM - 3:00 PM

Coffee Break

Feature Showcase Demo / Eze Investment Suite

Are you looking to do more with less? See how Eze Investment Suite can help you automate your workflows and optimize your business across the investment process.
Rob McAllister
Frank Orzechowski
Frank Orzechowski

Roundtable Discussions: Session 2

Roundtable discussions on: MiFID II, Trading & Execution, Portfolio Management, Middle & Back Office, and Treasury Management sponsored by NEX GROUP.

Spotlight / AI & Electronic Trading

Artificial Intelligence is now competitive with top human players of Go, Backgammon, Poker and even some video games. How can we apply these innovations to solve the problems of trading? How...
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Aaron Schweiger

Keynote / Doing Better By Doing Good: Powering A Sustainable Investment Model

Cotopaxi is a premier outdoor gear company built on the premise of sustainability. From durable design to responsibly sourced materials and socially conscious work practices, Cotopaxi seamlessly combines doing good...
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Brian Fruh
Davis Smith
5:00 PM - 6:00 PM

Cocktail Reception

6:00 PM - 7:30 PM

Free Time

7:30 PM - 11:30 PM

Evening Dinner Event: Southern Charm

7:30 AM - 1:30 PM

Registration

8:00 AM - 9:00 AM

Breakfast

UX Lab & Demo Kiosks

Get a sneak peek at our upcoming features and functionality, provide feedback on user experience, and help shape the future of Eze Software’s products at the Eze UX Lab. See...
Read More
10:00 AM - 10:30 AM

Coffee Break

Feature Showcase Demo / Eze Portfolio Accounting

Translating vexing operational issues into intuitive, efficient workflows can be challenging, especially given the typically hectic operations environment at investment firms. This session will review best practices for critical workflows...
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Phil Christianson
Roger Gregory

Panel / Factor Models in Today’s Investment Process

Factor investing has become a mainstream industry subject in recent years. This panel will explore how firms are incorporating factor models throughout the investment process.
Vikas Kalra
Peter Schaffer, CFA, FRM
Hylton Socher
Rob McAllister

Spotlight / Front-Office Technology Trends and TCO Implications

This session will discuss key findings from a recent study conducted by Aite Group surveying buy-side industry participants about their front-office trading technology. Aite Group asked asset managers to discuss...
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Spencer Mindlin headshot
Spencer Mindlin

Panel / Seeking Operational Alpha

How can optimizing your operations with technology help you cut costs and derive extra value? Hear our panelists weigh-in on how they’ve succeeded.
Neil Sandle
Chris Valickas
Neil Sandle
Jeremy Siegel
Aaron Bellish, CPA
Afsheen Khosrowjerdi
Michael Hutner

Spotlight / Trends in Trading

In this session, we spotlight key trading issues and trends in today’s markets, and how they have impacted Eze Investment Suite.
Roger Bel
Roger Bel, CFA, CAIA
Andrew Pheifer Headshot
Andrew Pheifer, CFA, CAIA

Roundtable Discussions: Session 3

Roundtable discussions on: Compliance & Regulation, Trading & Execution, Portfolio Management, Middle & Back Office, and Treasury Management sponsored by NEX GROUP
12:30 PM - 1:30 PM

Lunch

Afternoon Activities & Free Time

GOLF: 12:45 pm – 6:30 pm | SPA: 1:00 pm – 6:00 pm | WILD FLORIDA AIRBOAT TOUR: 1:15 pm – 6:00 pm | CHEF DEMO: 2:00 pm – 4:00 pm....
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7:30 PM - 10:30 PM

Evening Dinner Event: Blanca

10:30 PM - 1:30 AM

After Party

7:30 AM - 1:30 PM

Registration

8:00 AM - 9:00 AM

Breakfast

UX Lab & Demo Kiosks

Get a sneak peek at our upcoming features and functionality, provide feedback on user experience, and help shape the future of Eze Software’s products at the Eze UX Lab. See...
Read More

Keynote / Catch Me If You Can, Frank Abagnale

Depicted in his best-selling book, “Catch Me If You Can”, and the Spielberg film and Broadway play by the same name, Frank W. Abagnale is one of the world’s most...
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Frank Abagnale
10:00 AM - 10:30 AM

Coffee Break

Panel / Cybersecurity

It’s a hot topic across most industries… hear leading experts discuss the latest in cybersecurity and what you can be doing to safeguard your firm.
Peter Falco
Philip Yu
Chris Grandi
Bill Bowman
Charles Walters
Charles Walters

Spotlight / 10 Tips & Tricks

One of our most popular sessions from the 2016 conference is back and better than ever. Save time and increase your productivity with these tips and tricks.
Danielle Vento
Danielle Vento

Feature Showcase Demo / Eze Front-Office Integration

In this Feature Showcase, we’ll show you the benefits of a truly integrated front office. Bringing together the best of OMS and EMS features into a single, integrated solution that...
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Joe Damisch
Andrew Pheifer Headshot
Andrew Pheifer, CFA, CAIA

Keynote / Reimagining the Investment Process

Adoption of cloud technology is growing across the industry as more firms realize the benefits it can bring to scale, accessibility, and more. Learn what is driving our cloud strategy...
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Jordan Burke
Eric Christofferson
Eric Christofferson
Jeff Shoreman
12:30 PM - 1:30 PM

Lunch

1:30 PM -

Conference Concludes

2017 Speakers

Location

Four Seasons Resort Orlando
10100 Dream Tree Boulevard, Orlando, Florida, USA
ezeadvance@ezesoft.com

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