The North American edition of the biggest client reporting & communications conference series returns to New York for the 4^th year running.

Attend Client Reporting & Communications for:

• An insider perspective: a program designed by client reporting & communications practitioners
• A format that delivers high impact benefits: structured to encourage discussion & debate
• Fresh perspectives: the majority of your truly expert speaker faculty are new this year
• Unrivalled networking opportunities: meet 300+ of your peers across the 4 collocated events, including Performance, Risk & Attributions, Technology & Operational Strategy and Data Management
• A global network: join the biggest client reporting & communications community in the world

Chaired by:

Jennifer A. Hunnewell, CFA, Vice President and Director, Client and Prospect Communications,
Wellington Management Company

As director of Client and Prospect Communications within the firm’s Global Relationship Management Group, Jennifer leads the firm’s reporting, presentation, and RFP needs for our clients, consultants and prospects. In this role, she leads four teams, which are collectively charged with creating and facilitating the production of the firm’s client and prospect materials: the Investment Information Group (IIG), Publications and Creative Services (PCS), the Portfolio Reporting Team (PRT), and the client reporting analysts. She also serves as the vice chair of the Wellington Management Foundation Advisory Board, the chair of the Wellington Women’s Network, and is a member of the firm’s Communications Panel.

Hear from top speakers such as:

Grace Paulus,
Director of Client Reporting,
BlackRock

Kenneth J. Ryan,
Assistant Vice President, Director of Client Services,
Fort Washington Investment Advisors

Matt Roeger,
Head of Product Management for Alternative Solutions,
BNP Paribas

Michael C. Kendall,
Senior Client Reporting Associate,
Mesirow Financial – Advanced Strategies

Thomas Secaur,
COO,
Citisoft Inc.

Sherry O’Connor,
Manager, Marketing & Communications,
Artisan Partners Limited Partnership

Brenda Borowksi,
Manager, Client Reporting,
PanAgora Asset Management

Christopher Parmigiani,
Program Manager, Global Business Solutions – Investments,
T. Rowe Price

Why this event?

A neutral platform – unbiased views, by the buy-side, for the buy-side
Who better to craft the program than Client Reporting & Communications professionals on the buy-side? Because you created the program, this conference can genuinely lay claim to delivering an insider’s perspective and a truly neutral platform. For us, encouraging industry dialogue is the only agenda.

A compact, flexible program – don’t spend any more time away from your desk you need to
We know that your time is a precious commodity and taking 2 or 3 days out of the office often just isn’t an option. That’s why we’ve packed everything into two concentrated days, and have given you the option to book each day separately.

Collocated with 3 other events – unrivalled networking opportunities
Because the event is co-located with The Summit for Performance Measurement, Risk, & Attribution; Data Management; and Technology & Operational Strategy; during breaks, lunch, and the drinks reception you will be in the company of more than just your peers in Client Reporting & Communications. You can expect to meet 250 buy-side partners, colleagues, and competitors throughout the day. What’s more, if there are sessions at the other events that you want to hear more about, you are welcome to take time out of your event to join them.

A central location – be home by bedtime
Ideally positioned if you are coming from Boston, Toronto, Chicago, and of course those around New York.

A truly expert speaker faculty – new faces, fresh perspectives:
Regina Trach, Vice President, JP Morgan Asset Management
Luis Tello Jr., Senior Vice President, Head of Americas – Performance, Citi Private Bank
Sherry O’Connor, Manager, Marketing & Communications, Artisan Partners Limited Partnership 
Grace Paulus, Director, BlackRock
Rohit Sood, Director, Cutwater Asset Management

As well as: BNP Paribas, Neuberger Berman, Mesirow Financial – Advanced Strategies, PanAgora Asset Managament, Citisoft, Black Capital LLC, Guggenheim Partners, Fort Washington Investment Advisors, T. Rowe Price, Northern Trust Global Investments, and more

Who attends?

Directors, VPs, Heads and Managers of Client Reporting; Client Services; Client Relationship Management; Marketing; Governance; Performance and Reporting from asset managers, wealth managers, and private banks.

Exhibition hall with 20+ vendors

Exhibition area floor-plan

Since space at the exhibition is strictly limited, companies that wish to join the growing number of sponsors and exhibitors at Client Reporting & Communications should contact us today on 877 661 1090 (calls from North America only) or +44 (0)20 7336 4600 (calls outside North America) or email sponsorship@osneymedia.com