Agenda

CONFERENCE AGENDA

A detailed agenda will be made available in the coming months. Please note, the schedule and agenda are subject to change.
(View the list of 2016 Sessions.)
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

6:00 PM - 9:00 PM

Welcome Dinner Reception

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

Coffee Break

Spotlight / Trends in Compliance

In this Spotlight, we focus on the macro-trends we see across our client base and discuss real-world solutions and best practices to address today’s compliance issues.
Justin Tourtelotte
Justin Tourtelotte

Feature Showcase / 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

Topic to be announced shortly

Spotlight / MiFID II

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 / 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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Mike Murphy
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. Want to participate? Contact us.
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....
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James Griffin

Spotlight / Eze Investment Suite Roadmap

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 / 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 / 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.
Roger Bel
Roger Bel

ROUNDTABLE DISCUSSIONS

Topic to be announced shortly
6:00 PM - 7:30 PM

Free Time

7:30 PM - 11:30 PM

Evening Dinner Event

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 / 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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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.
Rob McAllister

Panel / Seeking Operational Alpha

How can optimizing your operations with technology help you cut costs and derive extra value? Hear COOs weigh-in on how they’ve succeeded. Want to participate? Contact us.
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
Andrew Pheifer Headshot
Andrew Pheifer

Roundtable Discussions

Topic to be announced shortly
12:30 PM - 1:30 PM

Lunch

1:30 PM - 7:30 PM

Afternoon Activities & Free Time

7:30 PM - 10:30 PM

Evening Dinner Event

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

Guest Keynote: 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. Want to participate? Contact us.
Bill Bowman

Spotlight / Investment Suite 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 / 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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Andrew Pheifer Headshot
Andrew Pheifer

Main Stage / Eze Investment Cloud Demo

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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Eric Christofferson
Eric Christofferson
Jeff Shoreman
12:30 PM - 1:30 PM

Lunch

1:30 PM -

Conference Concludes