Operational Efficiency Summit

Tech. Data. Cloud. <br /> Gathering data and technology professionals in capital markets to unleash the power of data, technology and the cloud.

 

WatersTechnology, Risk.net and Chartis Research 

present

Operational Efficiency Summit

Tech. Data. Cloud.

October 15, 2024 | Nashville, TN

 

Gathering data and technology professionals in capital markets to unleash the power of data, technology, and the cloud.

 

Register interest     Become a sponsor

The only meeting place for data and technology professionals in capital markets to gather, exchange industry-leading insights, and unlock the full potential of their businesses through the transformative power of data, technology, and cloud optimization.

Logo: Anomaly Capital Management
Logo: Artificial Intelligence Financial Institute
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Logo: BankingBook Analytics
Logo: BBVA
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Logo: CIBC
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Logo: City National Bank
Logo: Columbia University Irving Medical Center
Logo: Dinosaur Financial Group, LLC
Company profile

The EDM Council is a non-profit global association created to advance Data Management best practices, standards and education. The 200+ global member firms and more than 10,000 professionals of the EDM Council represent its expanding list of industries including financial services, automotive, manufacturing along with data vendors, technology companies, consultants, academia and regulators supporting those industries

 

Logo: Edward Jones
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Logo: Flagstar Bank
Logo: FRG
Company profile

The Power of Partnership

We drive client success through an unwavering focus on investment excellence delivered on a robust global platform. This is backed by investments in cutting edge technology and product innovation. In this way, our clients receive a consistent, coordinated experience and are empowered with an extensive range of specialized capabilities, all delivered through one trusted global partner.

With a 75+ year tradition of closely held family ownership, we are among the world’s largest asset managers with offices in major financial markets, serving clients in more than 150 countries, and managing nearly $1.4 trillion in assets.

We’ve broadened our capabilities by attracting leading public and private market investment managers to our firm. We nurture and protect the investment independence of these managers while providing them access to capital, technology, risk management, and sustainability resources. Alongside our investment offering, we equip our clients with the tools, services, and knowledge necessary to actively plan for a better future.

 

 

Logo: Global AI
Company profile

Founded in 1869, Goldman Sachs is a leading global investment banking, securities and investment management firm. Headquartered in New York, it maintains offices in all major financial centres worldwide.

Company profile

HSBC is a financial services organisation that serves more than 40 million customers, ranging from individual savers and investors to some of the world’s biggest companies and governments. Its network covers 64 countries and territories, and its expertise, capabilities, breadth and perspectives open up a world of opportunity for its customers. HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges.

Logo: Hub Designs
Logo: Indeed
Logo: Industrial and Commercial Bank of China
Logo: Interactive Brokers
Logo: Intercontinental Bank
Logo: JPMorgan Chase
Logo: LLoyds Bank
Logo: M3 Capital
Logo: Millennium Management
Logo: Moelis & Company
Logo: New York State Insurance Fund
Logo: NYC Department of Finance
Company profile

 

About Northern Trust 

Northern Trust Corporation (Nasdaq: NTRS) is a leading provider of wealth management, asset servicing, asset management and banking to corporations, institutions, affluent families and individuals. Founded in Chicago in 1889, Northern Trust has offices in the United States in 19 states and Washington, D.C., and 23 international locations in Canada, Europe, the Middle East and the Asia-Pacific region. As of September 30, 2018, Northern Trust had assets under custody/administration of US$10.8 trillion, and assets under management of US$1.1 trillion. For more than 125 years, Northern Trust has earned distinction as an industry leader for exceptional service, financial expertise, integrity and innovation. Visit northerntrust.com or follow us on Twitter @NorthernTrust.

 

Northern Trust Corporation, Head Office: 50 South La Salle Street, Chicago, Illinois 60603 U.S.A., incorporated with limited liability in the U.S. Global legal and regulatory information can be found at https://www.northerntrust.com/disclosures.

 

Logo: Orbis Investments
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Logo: RBC Capital Markets
Logo: Responsible AI Institute
Logo: Santander
Logo: SiriusXM
Logo: SLC Management
Company profile

Societe Generale

Societe Generale is one of the leading European financial services groups. Based on a diversified and integrated banking model, the Group combines financial strength and proven expertise in innovation with a strategy of sustainable growth, aiming to be the trusted partner for its clients, committed to the positive transformations of society and the economy.

Active in the real economy for over 150 years, with a solid position in Europe and connected to the rest of the world, Societe Generale has over 147,000 members of staff in 67 countries and supports on a daily basis 31 million individual clients, businesses and institutional investors around the world by offering a wide range of advisory services and tailored financial solutions. The Group is built on three complementary core businesses:

  • French Retail Banking, which encompasses the Societe Generale, Crédit du Nord and Boursorama brands. Each offers a full range of financial services with omnichannel products at the cutting edge of digital innovation;
  • International Retail Banking, Insurance and Financial Services to Corporates, with networks in Africa, Russia, Central and Eastern Europe and specialised businesses that are leaders in their markets;
  • Global Banking and Investor Solutions, which offers recognised expertise, key international locations and integrated solutions.

Societe Generale is included in the principal socially responsible investment indices: DJSI (World and Europe), FTSE4Good (Global and Europe), Euronext Vigeo (World, Europe and Eurozone), four of the STOXX ESG Leaders indices, and the MSCI Low Carbon Leaders Index.

For more information, you can follow us on twitter @societegenerale or visit our website www.societegenerale.com

 

Company profile

State Street Global Exchange helps our clients lower costs, manage risk, enhance performance and raise assets. We're addressing these challenges by helping our clients manage and make sense of data, transforming it into opportunities that help generate value and actionable insights. We offer solutions that help client business models evolve.

Logo: Sumitomo Mitsui Banking Corporation
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Logo: Tigress Financial Partners
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Logo: UBS
Logo: University of Arkansas Little Rock
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Logo: Voloridge Investment Management, LLC
Logo: Webster Bank
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Company profile

The EDM Council is a non-profit global association created to advance Data Management best practices, standards and education. The 200+ global member firms and more than 10,000 professionals of the EDM Council represent its expanding list of industries including financial services, automotive, manufacturing along with data vendors, technology companies, consultants, academia and regulators supporting those industries

 

Company profile

Xoriant provides advanced technology solutions and software development services for global banks, software product companies and F500 market leaders. Based in the U.S. with 18 global offices and 5500+ engineering professionals, Xoriant demonstrates exceptional experience in banking and finance infrastructure modernization and cloud migration. The business delivers expert digital engineering, as well as offsite and offshore services, across high tech, healthcare, pharma, industrial manufacturing, telecom, and automotive sectors. Customers credit technological innovation and delivery excellence for their shared success over three decades.

What makes the Operational Efficiency Summit different?

  • Information you can’t get anywhere else in collaboration with market-leading publications WatersTechnology, Risk.net and Chartis Research  
  • The summit is completely focused on meeting market challenges  
  • We work with the ‘Who’s Who’ in capital markets
  • Hear from groundbreaking innovators and collaborate with your industry peers during interactive sessions
  • Go beyond the pitches to understand how new technologies and approaches are revolutionizing your competitor’s business
NAFIS 2023 D&I board chat

Why attend the Operational Efficiency Summit?

  • Unbiased, research-based, and editorially led content  
  • Program content developed in collaboration with capital market experts to center the delegate experience 
  • Practical discussions around critical business insights to maximize your time out of the office 

Learn more about why you can't miss the OES.