Global strategic partner

In our wealth and asset management work today, not everything is innovation; a lot of it is evolution. And it’s important to know the difference. FinTech disruptors continue to shift the rules, newer investors aren’t flocking to older channels and cost pressure is relentless. From data and AI to tech platforms and partners, the questions have never been bigger, and the stakes have never been higher.

At EY, we help clients re-think everything from pricing and operating models to competition and convergence. We bring critical questions into focus, which lead to bolder strategies, simplified operations and sustainable growth. Our sharp understanding of the state of play allows us to shift discussion from reacting to change, to helping shape the future with confidence. Ultimately, we work with clients not just to stay competitive, but to change investing for the better.

For more information, visit  www.ey.com.

Strategic partner

Boston Consulting Group partners with leaders in business and society to tackle their most important challenges and capture their greatest opportunities. BCG was the pioneer in business strategy when it was founded in 1963. Today, we help clients with total transformation - inspiring complex change, enabling organizations to grow and building competitive advantages. Our Experts engage across topics of strategy and growth, marketing and sales, data and analytics, operations and technology, holistic transformation and driving bottom-line impact. To succeed, organizations must blend digital and human capabilities.

Our diverse, global teams bring deep industry and functional expertise and a range of perspectives to spark change. BCG delivers solutions through leading-edge management consulting along with technology and design, corporate and digital ventures - and business purpose. We work in a uniquely collaborative model across the firm and throughout all levels of the client organization, generating results that allow our clients to thrive.

Read more of our services for Financial Institutions. BCG’s experts partner with asset managers to work through the strategic implications of changes in the market environment—and convert them into competitive advantages. 

For more information, visit  www.bcg.com.

Strategic partner

Davis Polk & Wardwell LLP (including its associated entities) is an elite global law firm with world-class practices across the board. Industry-leading companies and global financial institutions know they can rely on us for their most challenging legal and business matters. The firm’s top-flight capabilities are grounded in a distinguished history of 175 years, and our global, forward-looking focus is supported by offices strategically located in the world’s key financial centers and political capitals. More than 1,000 lawyers collaborate seamlessly across practice groups and geographies to provide clients with exceptional service, sophisticated advice and creative, practical solutions.

For more information, visit  www.davispolk.com.

Strategic partner

In a world shaped by increasingly interconnected risks, Moody’s data, insights, and innovative technologies help customers develop a holistic view of their world and unlock opportunities. With a rich history of experience in global markets and a diverse workforce in more than 40 countries, Moody’s gives customers the comprehensive perspective needed to act with confidence and thrive.

For more information, visit  www.moodys.com.

Strategic partner

For over 50 years, Ocorian has been a trusted partner to asset managers and asset owners, supporting the full lifecycle of their investments, and providing full portfolio company support via a global network of expert teams.

Today, we help alternative asset managers deliver outcomes to their investors by handling their operational and regulatory complexity through outsourced CFO solutions, fund administration, regulatory compliance advisory, and tax & corporate services.

Whether launching a first-time fund, scaling a mature platform, or navigating complex cross-border fundraising and capital deployment, we act as an extension of our clients’ teams – combining specialist expertise, global scale and innovative technology-led solutions to simplify complexity.

That’s why over 8,500 clients worldwide – including asset managers, financial institutions, corporates, family offices, and high-net-worth individuals – rely on Ocorian to help them go further, faster, and crucially, have more time.

Expertise – Specialist, tech-enabled solutions across the full asset lifecycle

Trust – A long-term partner, known for discretion and reliability

Scale – 30+ global offices ensuring seamless service wherever you operate

For more information, visit  www.ocorian.com.

Strategic partner

Seismic is the global leader in enablement, helping organizations engage customers, enable teams, and ignite revenue growth. The Seismic Enablement CloudTM is the most powerful, unified enablement platform that equips customer-facing teams with the right skills, content, tools, and insights to grow and win. From the world’s largest enterprises to startups and small businesses, more than 2,000 organizations, including more than 400 financial services institutions around the globe trust Seismic for their enablement needs. Seismic is headquartered in San Diego with offices across North America, Europe, and Australia.

For more information, visit  www.seismic.com/financial-services.

Lead sponsor

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with the trusted expertise and transformative technology to help clients and the financial services industry operate, innovate, and grow. We help asset managers streamline their regulatory and investor communications; scale portfolios, trading, and operations; strengthen client relationships; and achieve growth with AI-powered insights and market intelligence. 

Our technology and operations platforms support $1.5T in assets across public and private markets, generate two billion regulatory fund communications per year and look across $100 trillion in global assets. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 14,000 associates in 21 countries.

For more information, visit  www.broadridge.com.

Lead sponsor

Dinari Inc. is the leading tokenized U.S. public securities provider, with a mission to enable investing in anything from anywhere through. With Dinari Inc., financial services providers ranging from neobanks to Web3 wallets can offer their customers seamless access to U.S. public markets without sacrificing shareholder rights, economic benefits, and regulatory compliance.

For more information, visit  dinari.com.

Lead sponsor

Grant Thornton is a leading multinational professional services firm, delivering audit, tax and advisory services to clients across industries including technology, insurance, asset management, banking, life sciences, aviation and the public sector.

Our multidisciplinary platform spans the US, Ireland and other territories, generating $2.7 billion in revenue and bringing together 12,000 professionals. We help organisations navigate complex challenges and seize opportunities, using sector expertise and smart technology to deliver practical, cross-border solutions.

As part of a global network of over 73,000 people in more than 150 countries, we combine local knowledge with global reach to help businesses succeed - wherever they are.

For more information, visit  www.grantthornton.com/industries/financial-services/asset-management.

Lead sponsor

For more information, visit  www.oliverwyman.com.

Lead sponsor

RavenPack is the leading provider of insights and technology for data-driven companies, trusted by the world’s top hedge funds, banks, and asset managers. In 2024, it launched Bigdata.com, an agentic AI platform that unites premium, unique, and real-time financial datasets with powerful search. Professionals can gain instant insights with ready-to-use AI agents or build their own to accelerate research, automate workflows, and enhance returns. Backed by more than two decades of RavenPack’s AI expertise, Bigdata.com is redefining how financial professionals leverage AI to unlock smarter, faster decisions. 

For more information, visit  www.ravenpack.com.

Lead sponsor

As one of the original market participants, Weil’s Private Equity practice has remained a pioneer of the industry since advising many of the first private equity sponsors over 30 years ago. From becoming the first U.S. firm to support private equity clients in Europe and Asia, to more recent expansions into Los Angeles and San Francisco, Weil remains at the forefront of innovation, ready to serve clients wherever they operate. Today, Weil is uniquely positioned in the market, advising clients across the private equity spectrum—from first-time funds to the largest global sponsors—while continuing to deliver the commercial, sophisticated counsel that has defined, and will continue to define, its market-leading reputation.

For more information, visit  www.weil.com.

Associate sponsor

FINBOURNE Technology structurally reduces the cost of investing by modernizing financial data infrastructure. Our cloud-native platform unifies data across public and private assets, connecting workflows and insights throughout the investment lifecycle—without disrupting existing systems. Trusted by global leaders including Fidelity International, Alchelyst, and Northern Trust, FINBOURNE eliminates data silos and inconsistencies, and provides a trusted, scalable, real-time data foundation. This enables firms to simplify operations, safely retire legacy systems, and prepare for the next wave of audit-ready, AI-driven innovation.  

For more information, visit  www.finbourne.com.

Associate sponsor

KPMG is one of the world’s leading professional services firms. Our global organization of firms has more than 240,000 professionals serving clients in 145 countries and territories, providing innovative business methodologies and audit, tax and advisory services to many of the world’s largest and most prestigious organizations. Our US Asset Management practice is a fully integrated, cross-functional team of over 4,000 professionals focused on serving asset managers. Our experienced professionals understand the dynamic nature of the asset management marketplace and its enormous growth potential. Our professionals bring passion and a fresh approach to unlock value for our asset management clients. 

For more information, visit  www.kpmg.com.

Associate sponsor

Morningstar provides products and services that connect people to the investing information and tools they need to further our mission of empowering investor success.

Morningstar Direct gives you the data and capabilities you need, tailored to the way you work. It’s a global investment analysis platform that connects Morningstar’s data and institutional research with private and third-party content, rigorous analytics, data science capabilities, and productivity tools. Morningstar Direct helps you do your job faster and more efficiently than ever.

For more information, visit  www.morningstar.com.

Associate sponsor

Ridgeline is the industry cloud platform for investment management. It was founded by visionary entrepreneur Dave Duffield (co-founder of both PeopleSoft and Workday) to address the unique technology challenges of an industry in need of new thinking. We are building a modern, AI-enabled platform in the public cloud, purpose-built for the investment management industry to empower business like never before. With a growing campus in Reno and offices in New York, Lake Tahoe, and the Bay Area, Ridgeline is proud to have built a fast-growing, people-first company that has been recognized by Fast Company as a “Best Workplace for Innovators,” by The Software Report as a “Top 100 Software Company,” and by Forbes as one of “America’s Best Startup."

For more information, visit  www.ridgelineapps.com.

Associate sponsor

Ropes & Gray, a preeminent global law firm, has more than 1,500 lawyers and legal professionals serving clients in major centers of business, finance, technology, and government in New York, Boston, Chicago, Los Angeles, San Francisco, Silicon Valley, Washington, D.C., London, Dublin, Paris, Hong Kong, Seoul, Singapore, and Tokyo. The firm has consistently been recognized for its leading practices, including asset management, private equity, M&A, finance, real estate, tax, antitrust, life sciences, healthcare, intellectual property, litigation & enforcement, privacy & cybersecurity, and business restructuring.

For more information, visit  www.ropesgray.com.

Associate sponsor

At S&P Dow Jones Indices, we provide iconic and innovative index solutions backed by unparalleled expertise across the asset-class spectrum. By bringing transparency to the global capital markets, we empower investors everywhere to make decisions with conviction. We’re the largest global resource for index-based concepts, data and research, and home to iconic financial market indicators, such as the S&P 500® and the Dow Jones Industrial Average®. More assets are invested in products based upon our indices than any other index provider in the world. With over USD 7.4 trillion in passively managed assets linked to our indices and over USD 11.3 trillion benchmarked to our indices, our solutions are widely considered essential in tracking market performance, evaluating portfolios and developing investment strategies.

S&P Dow Jones Indices is a division of S&P Global (NYSE: SPGI). S&P Global is the world’s foremost provider of credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. 

For more information, visit  www.spglobal.com.

Associate sponsor

Solana Policy Institute is a non-partisan, non-profit focused on educating policymakers on how decentralized networks like Solana are the future of the digital economy—and why the people building on and using them need legal certainty to flourish.

For more information, visit  www.solanapolicyinstitute.org.

Industry partner

The Investment Company Institute (ICI) is the leading association representing regulated investment funds. ICI’s mission is to strengthen the foundation of the asset management industry for the ultimate benefit of the long-term individual investor. Its members include mutual funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts (UITs) in the United States, and UCITS and similar funds offered to investors in Europe, Asia and other jurisdictions. Its members manage total assets of $29.9 trillion in the United States, serving more than 100 million investors, and an additional $8.1 trillion in assets outside the United States.

For more information, visit  www.ici.org.

Networking reception sponsor

Ondo Finance is a blockchain technology company building infrastructure for the tokenized economy. Its mission is to accelerate the transition to an open, accessible financial system by bringing traditional markets onchain.

For more information, visit  ondo.finance.

Executive search partner

SZ&J is a strategic Partner in Board Advisory and Executive Search with offices in London, Zurich, Munich and New York.

For more information, visit  sz-j.com/en.

Exhibitor sponsor

Clifton is the first GenAI solution built to accurately and reliably meet the real-time demands of capital markets.

Visit  cliftonai.com for more information.

Exhibitor sponsor

Infosys is a global leader in digital services and consulting, helping organizations navigate their digital transformation journeys. With over four decades of experience managing global enterprises, Infosys enables clients in more than 56 countries to stay ahead of the curve. The company leverages AI, cloud, data, and emerging technologies to drive innovation and operational excellence. Through its agile digital approach, Infosys empowers businesses to reimagine customer experiences, modernize core systems, and build resilient, future-ready enterprises.

Visit  www.infosys.com to see how Infosys (NYSE:INFY) can help your enterprise navigate your next.

Exhibitor sponsor

Founded in London with offices in New York and Milan, MDOTM Ltd is the global provider of AI-driven investment solutions for Banks, Insurance, Asset and Wealth Management companies. Its proprietary platform, Sphere, supports banks, insurers, asset managers, and wealth managers worldwide with three core solutions: AI-driven Insights: Enhancing tactical and strategic asset allocation decisions; Portfolio Studio: Building and rebalancing portfolios efficiently at scale; Storyfolio: Automating and personalizing portfolio reporting using Analytical and Generative AI. In 2024, Sphere was awarded “Best AI Platform for Asset & Wealth Management” and “Best AI Solution Provider for Asset & Wealth Management” at the Global Business & Finance Awards.

For more information, visit  www.mdotm.ai/ .

Exhibitor sponsor

Meradia is a leader in operations and technology consulting for the global investment management industry. Since 1997, we have provided strategic advisory and implementation services that transform operational processes, performance, analytics, and reporting. Our consultants leverage decades of experience in investment performance measurement, front-to-back office operations, and technical platforms to optimize your firm’s functionality. Our extensive portfolio includes institutional asset managers, asset owners, outsourced chief investment officers (OCIO), wealth, trust, banking, and insurance companies.

For more information, visit  www.meradia.com/ .

Exhibitor sponsor

Sutherland Investment Research, with over 25 years of experience, offers AI-driven investment intelligence. Our blend of human engineering, generative AI, and deep industry expertise provides high-quality contextual research and real-time business intelligence, empowering Asset Managers to generate efficient Alpha, enhance portfolio monitoring, and seize market opportunities.

For more information, visit  www.sutherlandglobal.com/ .

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