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Chicago Roundtable

Chicago Area Roundtable Meeting

6/27/2019
When: June 27, 2019
Noon - 2:30
Where: Fairpointe Capital
One N. Franklin
Ste 3300
Chicago, Illinois  60606
United States
Contact: Jennifer Litchfield


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Calling all client facing teams - Discuss with your peers the best way you use custom reporting to wrap a story around investment decisions made for clients.

 

Join us for lunch and take the opportunity to confer with your industry peers on topics including:

 

·       How to use custom reporting to wrap a story around investment decisions made for clients.

·       Discuss challenges with GIPS compliance, Trading, Custodian Reconciliation and any other areas of concern in the operations world of today.

·       Learn about the solutions your peers have implemented that have succeed or failed.

·       Share what are you doing well as an operations team that others could learn from?  More importantly, what do you want to improve and find solutions!

 

This is a completely open forum to discuss current topics that directly impact your workday.

 

If you would like information about attending this meeting virtually, please send your questions to Member Services

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