2017 Sessions

2017 Eze Advance allows attendees to move from track to track, customizing their conference experience and meeting their specific interests without pre-selecting sessions.

KEYNOTE SESSIONS

Inspirational, insightful, educational, and informative. We’re excited to offer a variety of keynote sessions on the Eze Advance main stage that are sure to engage and entertain.

Keynote: Welcome and Opening Remarks

Eze President & CEO, Jeff Shoreman kicks off 2017 Eze Advance on the Main Stage.

Date: Monday, October 23rd
Time: 9:00am
Location: Grand Ballroom East
Speakers:
Jeff Shoreman

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 with doing well. Founder and CEO Davis Smith will explain how an unconventional approach fueled the three-year-old company to success, and show how sustainable investment can indeed be profitable.

Introduction by Briah Fruh, VP of Information Technology at Pax World Management, the leading platform for sustainable investment solutions.

Date: Monday, October 23rd
Time: 4:00pm
Location: Grand Ballroom East
Speakers:
Davis Smith
Brian Fruh

Keynote: Operations: Logistics As Alpha Source

The middle and back office have long been integral parts of a hedge fund’s secret sauce. Get the structure right, and no one will notice it. Get it wrong, and every part of a fund’s operation will feel it. Michael Fastert, Chief Operating Officer and Chief Legal Officer at TIG Advisors, will discuss why fund operations are more important now than ever before – and provide pointers on how funds can make logistics a secret weapon in the battle for alpha.

Date: Tuesday, October 24th
Time: 9:00am
Location: Grand Ballroom East
Speakers:
Michael Fastert

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 respected authorities on forgery, embezzlement and secure documents.

Date: Wednesday, October 25th
Time: 9:00am
Location: Grand Ballroom East
Speaker:
Frank Abagnale

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 and see Eze Eclipse in action.

Date: Wednesday, October 25th
Time: 11:30am
Location: Grand Ballroom East
Speakers:
Jeff Shoreman
Eric Christofferson
Jordan Burke

EXPERT INSIGHT PANELS

We’re bringing together experts from across the industry to join our engaging and dynamic panel-style discussions covering hot-button issues and trends. Gain new perspectives, challenge your own insights, and build on your expertise.

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 navigate an SEC audit. Learn how to prepare in advance, and the best way to respond during an audit. We will highlight potential challenges, and tools you can use.

Date: Monday, October 23th
Time: 10:15am
Location: Queen
Speakers:
Justin Tourtelotte
Jacqueline Hallihan

Trade Analytics, Technology & Best Execution

This panel of trading experts will discuss the latest in trade analytics, tech innovations, best execution, and more.

Date: Monday, October 23rd
Time: 11:15am
Location: Queen
Matt Pecak
Allan Goldstein
Colton Neff, CFA
Marc-Olivier Fortier

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.

Date: Monday, October 23rd
Time: 1:30pm
Location: Queen
Speakers:
James Griffin
Charles Friedberg, CFA
Eric Salzman
John Cotronis
Peter Ortiz

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.

Date: Tuesday, October 24th
Time: 10:30am
Location: Queen
Speakers:
Rob McAllister
Hylton Socher
Peter Schaffer, CFA, FRM
Vikas Kalra

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.

Date: Tuesday, October 24th
Time: 11:30am
Location: Queen
Speakers:
Michael Hutner
Aaron Bellish, CPA
Joe Lacovara
Chris Valickas
Jeremy Siegel

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.

Date: Wednesday, October 25th
Time: 10:30am
Location: Queen
Speakers:
Bill Bowman
Chris Grandi
Charles Walters
Peter Falco
Philip Yu

FEATURE SHOWCASE DEMOS

In these step-by-step workflow demonstrations, Eze’s Product Management team walks you through critical workflows and features. These sessions will help you optimize your processes, maximize your efficiency, and do your job even better.

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.

Date: Monday, October 23rd
Time: 10:15am
Location: Palm I
Speakers:
Roger Bel, CFA, CAIA
Robert Morse, CFA

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 to seamlessly integrate complex accounting procedures in a single, easy to use solution.

Date: Monday, October 23rd
Time: 11:15am
Location: Palm I
Speakers:
Michael Murphy
Sean Brown

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 API workflows, and more!

Date: Monday, October 23rd
Time: 1:30pm
Location: Palm I
Speakers:
Matt Pecak
Adam De Rose

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.

Date: Monday, October 23rd
Time: 3:00pm
Location: Palm I
Speakers:
Frank Orzechowski
Rob McAllister

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 faced by Eze Portfolio Accounting clients.

Date: Tuesday, October 24th
Time: 10:30am
Location: Palm I
Speakers:
Roger Gregory
Phil Christianson

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 spans departments — we’ll cover key workflows across trading, compliance, and operations.

Date: Wednesday, October 25th
Time: 10:30am
Location: Palm I
Speakers:
Andrew Pheifer, CFA, CAIA
Joe Damisch

SPOTLIGHT PRESENTATIONS

Eze’s own experts provide insight on influential topics and the trends impacting your business. Gain critical insight and context around today’s market challenges and get a glimpse into how those challenges have influenced our roadmap, new and upcoming features, and more.

MiFID II: Ready or Not

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

Date: Monday, October 23rd
Time: 11:15am
Location: Palm II
Speakers:
Adam De Rose

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 what’s on the horizon.

Date: Monday, October 23rd
Time: 1:30pm
Location: Palm II
Speakers:
Bill Neuman

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 can we best use the data available to us to inform our trading process? Trade Informatics’ Aaron Schweiger will present a proof-of-concept to make the case that AI in the trading domain is feasible today, and likely inevitable.

Date: Monday, October 23th
Time: 3:00pm
Location: Palm II
Speakers:
Aaron Schweiger

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 how their current trading technologies are being leveraged, general perceptions on the quality of their front office systems, important factors leading to upcoming decisions for system overhaul or replacement purchases, key costs and considerations factoring into buy vs. build decisions, and their opinions on how the market is changing. A summary of the survey’s results and key recommendations will be presented.

Date: Tuesday, October 24th
Time: 10:30am
Location: Palm II
Speakers:
Spencer Mindlin

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.

Date: Tuesday, October 24th
Time: 11:30am
Location: Palm II
Speakers:
Andrew Pheifer, CFA, CAIA
Roger Bel, CFA, CAIA

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.

Date: Wednesday, October 25th
Time: 10:30am
Location: Palm II
Speakers:
Danielle Vento

ROUNDTABLE DISCUSSIONS

Roundtable Discussions are back! With the popularity of last year’s roundtables, we’ve added a separate track for roundtables in 2017 – giving you more opportunities to hear from your peers on targeted topics. Meet with other users, discuss your challenges and issues, and hear different points of view during these open discussions.

This year’s roundtable topics include:

  • Compliance & Regulation
  • Trading & Execution
  • Portfolio Management
  • Middle & Back Office
  • MiFID II
  • Future of Fintech: Treasury Management & Future of Fintech: Post-trade Process sponsored by NEX GROUP