Monday, September 11 Start Time End Time Session Type Product Focus Session name 8:00 am 12:00 pm Training Axys, APX APX/Axys Advanced Report Writer
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1 Monday, September 11 8:00 am 12:00 pm Training Axys, APX APX/Axys Advanced Report Writer Pro Master Class ($395.00) 8:00 am 12:00 pm Training Precision LM Precision LM Database Structure ($395.00) 8:00 am 12:00 pm Training CAMRA Tax Basis: Concepts and Deployment ($395.00) 8:00 am 12:00 pm Training CAMRA SSRS for CAMRA ($395.00) 8:00 am 12:00 pm Training Axys, CAMRA, Precision LM, PORTIA Accounting for Fixed Income Instruments & Loans Conceptual Overview ($395.00) 1:00 pm 5:00 pm Training APX Custom SSRS Reports: Advanced Techniques and Best Practices ($395.00) 1:00 pm 5:00 pm Training Geneva Introduction to Workflow Manager ($395.00) 1:00 pm 5:00 pm Training CAMRA Yield & Book Value Analysis in CAMRA ($395.00) 1:00 pm 5:00 pm Training Precision LM SSRS for Precision LM ($395.00)
2 Tuesday, September 12 8:15 am 9:15 am Presentation APX, Moxy, Revenue Center, Rules Manager Today, Tomorrow & Beyond with APX & Moxy 8:15 am 9:15 am Presentation CAMRA, Debt & Derivatives, Pacer SS&C Debt & DerivativesTM Platform Overview 8:15 am 9:15 am Presentation CAMRA Peer-to-Peer Roundtable: Making CAMRA Connections 8:15 am 9:15 am Panel TNR Real Estate and Private Equity Managers Increasingly Outsource Fund Administration 8:15 am 9:15 am Presentation Axys, Black Diamond, APX Black Diamond s Next Gen Rebalancer 8:15 am 9:15 am Presentation Evare Managed Data Collection Services - An Overview & Roadmap 8:15 am 9:15 am Lab Axys LAB: Using the Import/Export Function in Axys 8:15 am 9:15 am Lab Moxy LAB: Using Trade Views to Manage Your Workflow in Moxy 8:15 am 9:15 am Lab Geneva LAB: Introduction to Swaps in Geneva Opening Session - Grand Ballroom (9:30am - 10:30am) 10:45 am 11:45 am Presentation CAMRA US Regulatory: ETF Workshop 10:45 am 11:45 am Presentation Geneva Geneva: Today, Tomorrow and Beyond 10:45 am 11:45 am Presentation Industry Insights 2017 SEC Hot Topics: Custody, Form ADV & Performance Books and Records 10:45 am 11:45 am Presentation Moxy, Advent Genesis Streamline Portfolio Construction & Rebalancing with Advent Genesis 10:45 am 11:45 am Presentation PORTIA The PORTIA Roadmap 10:45 am 11:45 am Roundtable Precision LM Precision LM in Action 10:45 am 11:45 am Presentation Axys, Black Diamond, APX Announcing Salentica Elements CRM on Salesforce 10:45 am 11:45 am Lab APX LAB: Extending CRM Reporting in APX 10:45 am 11:45 am Lab Black Diamond LAB: Report Builder Lab: Become Your Firm's Expert (TUES) 10:45 am 11:45 am Lab Geneva LAB: Freezepoints, Lockdowns and Snapshots in Geneva 10:45 am 11:45 am Lab Moxy LAB: Moxy: Using Advanced Strategies to Adjust Positions LUNCH (11:45am - 12:30pm) 12:45 pm 1:45 pm Panel Geneva, Industry Insights Industry Experts Views on Hedge Fund Trends 12:45 pm 1:45 pm Presentation Recon, Evare The Future of Exception Management Solutions 12:45 pm 1:45 pm Presentation Global Wealth Platform Investment Policies & Robo Features 12:45 pm 1:45 pm Presentation Industry Insights The Cloud Comes of Age in Capital Markets: The Buy-Side View 12:45 pm 1:45 pm Presentation Regulatory Services SS&C Insight Dynamic Performance, Risk, Analytics and Reporting 12:45 pm 1:45 pm Presentation Regulatory Services New Regulatory Filings and Implications for Your Firm - SEC Modernization 12:45 pm 1:45 pm Presentation TNR TNR A year in review and a look forward 12:45 pm 1:45 pm Lab Geneva LAB: Geneva World Investor: Closed-End Funds, User-Defined Views and Liquidity 12:45 pm 3:00 pm Lab APX LAB: Using the Import/Export Utility in APX Parts 1 and 2 12:45 pm 1:45 pm Lab Axys LAB: Automating Performance Processing in Axys 12:45 pm 1:45 pm Lab Moxy, Rules Manager LAB: Rules Manager: Understanding Limit Rules and Relevance
3 Tuesday, September 12 2:00 pm 3:00 pm Panel APX, Advent Outsourcing Services Client Panel Discussion - Advent Outsourcing Services 2:00 pm 3:00 pm Panel Black Diamond The Efficient Advisor in Black Diamond 2:00 pm 3:00 pm Panel Geneva World Investor: Today, Tomorrow and Beyond 2:00 pm 3:00 pm Presentation Industry Insights The Changing Regulatory Environment - PWC Presentation 2:00 pm 3:00 pm Presentation Precision LM Precision Product Roadmap 2:00 pm 3:00 pm Presentation CAMRA CAMRA: The Longer View 2:00 pm 3:00 pm Roundtable Industry Insights Investor Considerations with Alternative Investments 2:00 pm 3:00 pm Lab APX LAB: Monitoring User Activity and Data Changes in APX 2:00 pm 3:00 pm Lab Moxy LAB: Running Model Strategies in Moxy 2:00 pm 3:00 pm Lab Geneva LAB: Introduction to Performance Measurement in Geneva 3:15 pm 4:15 pm Panel Geneva, Industry Insights Regulatory Update 3:15 pm 4:15 pm Panel Precision LM What's New in Loan Servicing 3:15 pm 4:15 pm Presentation Axys, Black Diamond, APX, Zoologic/Nervanix The Level 5 Fiduciary 3:15 pm 4:15 pm Presentation FIXLink, Antares, Market Trader SS&C Trading Tools 3:15 pm 4:15 pm Presentation PORTIA Overcoming Challenges in Corporate Actions Processing 3:15 pm 4:15 pm Presentation Real Assets, Precision LM Home Mortgage Disclosure Act: Meeting the New Requirements 3:15 pm 4:15 pm Roundtable APX, Axys, Industry Insights, Roundtable The Peer to Peer Roundtable Discussions, Part 1 3:15 pm 5:30 pm Lab APX LAB: Managing Global Investments in APX Parts 1 and 2 3:15 pm 4:15 pm Lab Axys LAB: Performance Processing for Composites in Axys 3:15 pm 4:15 pm Lab Geneva LAB: Using Report Batch Process in Geneva 3:15 pm 4:15 pm Lab Moxy LAB: Automating Your Workflow in Moxy 4:30 pm 5:30 pm Presentation Axys, APX Black Diamond Link: Connection to the Cloud (APX and Axys) 4:30 pm 5:30 pm Presentation APX, Moxy, Rules Manager, Advent Services Automation and Integration Solutions from Advent Services 4:30 pm 5:30 pm Presentation Black Diamond Power Your Client Communication with Black Diamond 4:30 pm 5:30 pm Presentation GoTrade Outsourcing Trends in Middle Office 4:30 pm 5:30 pm Presentation SSCNet What's New with SSCNet - Post-Trade Communication 4:30 pm 5:30 pm Roundtable Geneva Geneva & World Investor Technical Peer to Peer Roundtable 4:30 pm 5:30 pm Presentation Vision FI How Delivering Transparency Through Vision FI Transformed our Operations 4:30 pm 5:30 pm Lab APX LAB: Advanced Automation in APX (TUE) Tuesday Night - WELCOME RECEPTION, Exhibit Hall (5:30-7:00pm)
4 Wednesday, September 13 8:15 am 9:15 am Lecture Axys Axys Maintenance Best Practices LECTURE 8:15 am 9:15 am Lecture Moxy Moxy Troubleshooting Tips LECTURE 8:15 am 9:15 am Panel Geneva Geneva & World Investor Accounting Update and Geneva Experts Panel 8:15 am 9:15 am Presentation CAMRA Tips to Streamline Your CAMRA Upgrade Experience 8:15 am 9:15 am Presentation Black Diamond Your Complete Wealth Platform: Black Diamond and Beyond 8:15 am 9:15 am Presentation Debt & Derivatives SS&C Debt & DerivativesTM Structuring Tips for OTC Derivatives 8:15 am 9:15 am Presentation Regulatory Services, SS&C Risk Solutions, GoTradeSS&C's New Risk Portal 8:15 am 9:15 am Roundtable APX, Moxy, Advent Outsourcing Services APX, Moxy & AOS Peer to Peer Technical Roundtables 8:15 am 9:15 am Presentation SWIFT Increase Efficiency with Centralized Corporate Action Lifecycle Management 8:15 am 9:15 am Lab Geneva LAB: Introduction to Swaps in Geneva 8:15 am 9:15 am Lab APX LAB: Advanced Automation in APX 9:30 am 10:30 am Panel Moxy, Advent Genesis Panel Discussion: Rebalancing & Order Creation, The Power of Advent Genesis 9:30 am 10:30 am Panel Regulatory Services An Update on SS&C's Regulatory Services 9:30 am 10:30 am Presentation Industry Insights, Insurance AM Trends in the Tax World 9:30 am 10:30 am Panel Axys, Black Diamond, APX, Industry Insights Understanding Your Firm s Valuation and Why it Matters 9:30 am 10:30 am Presentation Sylvan The Sylvan Roadmap 9:30 am 10:30 am Panel Industry Insights Panel Discussion - Trends in Asset Management - Are you ready? 9:30 am 10:30 am Lab Geneva LAB: Using Report Batch Process in Geneva 9:30 am 10:30 am Lab Moxy LAB: Streamlining Settlement with DTCC and Moxy 9:30 am 10:30 am Lab Axys LAB: Advanced Automation in Axys 9:30 am 10:30 am Lab APX LAB: Troubleshooting Performance Reporting in APX 10:45 am 11:45 am Panel Private Equity, Loan Services Trends with Direct Loans and Mortgage Funds 10:45 am 11:45 am Panel Axys, Black Diamond, APX Advisory Solutions Showcase: Integration Network 10:45 am 11:45 am Presentation APX, Moxy APX & Moxy, Give Us Your Feedback! 10:45 am 11:45 am Presentation Geneva Geneva Announcing SS&C Advent s Exception Management and Workflow Tool 10:45 am 11:45 am Presentation PORTIA Data Visualization and Analysis Simplified 10:45 am 11:45 am Presentation Precision LM Empower Your Borrowers with Loan Information Online 10:45 am 11:45 am Lab Geneva LAB: Getting Data Out of Geneva 10:45 am 11:45 am Lab Moxy, Rules Manager LAB: Rules Manager: Understanding Limit Rules and Relevance 10:45 am 11:45 am Lab APX LAB: Extending CRM Reporting in APX 10:45 am 11:45 am Lab Black Diamond LAB: Report Builder Lab: Become Your Firm's Expert (WED)
5 LUNCH (11:45am - 12:30pm) 12:45 pm 1:45 pm Panel CAMRA Managing the Investment Lifecycle 12:45 pm 1:45 pm Presentation APX, Advent Outsourcing Services Simplify Your Future with Advent Outsourcing Services for the APX Suite 12:45 pm 1:45 pm Presentation Geneva Geneva Infrastructure Planning and Performance Optimization 12:45 pm 1:45 pm Presentation Axys, Black Diamond, APX, Industry Insights The Future of Wealth Management Technology 12:45 pm 1:45 pm Presentation Precision LM Precision LM: Process for Yields and Deferred Revenue 12:45 pm 1:45 pm Presentation Regulatory Services Introducing FundHub 12:45 pm 1:45 pm Presentation Vision FI The Reporting Roadmap: Vision FI 12:45 pm 1:45 pm Lab Geneva LAB: Freezepoints, Lockdowns and Snapshots in Geneva 12:45 pm 1:45 pm Lab APX LAB: Creating and Managing APX Group Rules 12:45 pm 1:45 pm Lab Moxy LAB: Moxy: Using Advanced Strategies to Adjust Positions 12:45 pm 1:45 pm Lab Axys LAB: Troubleshooting Performance Reporting in Axys 2:00 pm 3:00 pm Panel Axys, Black Diamond, APX, Industry Insights Fresh Ideas for Attracting Top Clients 2:00 pm 3:00 pm Presentation Global Wealth Platform Introduction to GWP 2:00 pm 3:00 pm Presentation Industry Insights Securing the Human The First Line of Cyber Defense 2:00 pm 3:00 pm Presentation Precision LM Show Me What s New, Part 1: Precision LM Accounting 2:00 pm 3:00 pm Presentation Regulatory Services, e-investor Introducing e-investor for Electronic Document Processing 2:00 pm 3:00 pm Presentation Geneva, APX, Recon Recon for SS&C Advent Clients 2:00 pm 3:00 pm Presentation Sylvan Delivering Results for Today's Complex Performance Requirements 2:00 pm 3:00 pm Lab Geneva LAB: Introduction to Bank Debt in Geneva 2:00 pm 3:00 pm Lab Moxy LAB: Running Model Strategies in Moxy 2:00 pm 3:00 pm Lab APX LAB: Monitoring User Activity and Data Changes in APX 2:00 pm 3:00 pm Lab APX LAB: Performance Processing for Composites in APX 3:15 pm 4:15 pm Panel PORTIA Thinking of Hosting or Outsourcing your Operations? 3:15 pm 4:15 pm Panel Geneva, Advent Services Optimize Geneva with Advent Services 3:15 pm 4:15 pm Presentation Geneva, Advent Outsourcing Services Simplify Your Future with Advent Outsourcing Services for Geneva 3:15 pm 4:15 pm Presentation CAMRA CAMRA: Getting your Data Out 3:15 pm 4:15 pm Presentation Axys, Black Diamond, APX, Industry Insights The Power of CRM: Managing Clients Effectively and Growing Your Business 3:15 pm 4:15 pm Presentation Precision LM Show Me What's New, Part 2: Precision LM Asset Management 3:15 pm 4:15 pm Roundtable APX, Axys, Industry Insights, Roundtable The Peer to Peer Roundtable Discussions, Part 2 3:15 pm 4:15 pm Lab Axys, APX, Moxy LAB: APX, Axys, and Moxy Open Lab 3:15 pm 4:15 pm Lab Geneva LAB: Geneva Open Lab 4:30 pm 5:30 pm Panel Black Diamond Innovation Hour - Advisor Hackathon Finale 4:30 pm 5:30 pm Panel FIXLink, Antares, Market Trader Institutional Trading Trends and Issues 4:30 pm 5:30 pm Presentation ANOVA Benefits of Cloud Hosted Anova Performance 4:30 pm 5:30 pm Presentation Industry Insights Cybersecurity Incident Response How to Respond to a Breach 4:30 pm 5:30 pm Presentation Vision FI Vision FI for Client Reporting 4:30 pm 5:30 pm Roundtable Industry Insights Ask the Experts - Meet our Fund Administration Managers 4:30 pm 5:30 pm Roundtable Geneva Geneva & World Investor Functional Peer to Peer Roundtable Wednesday Night - CLOSING NIGHT PARTY, American Craft Kitchen (7:00-10:00pm)
6 Thursday, September 14 8:15 am 9:15 am Panel Axys, Black Diamond, APX, Industry Insights Advisor Change Agents: Innovations in Client Experience 8:15 am 9:15 am Panel Geneva, Advent Services Curated Discussion with Geneva Services Experts 8:15 am 9:15 am Presentation Axys, Black Diamond, APX, Zoologic/Nervanix Overview: Introducing the SS&C Learning Institute Senior Fellows 8:15 am 9:15 am Presentation CAMRA CAMRA: Ask the Experts 8:15 am 9:15 am Presentation Total Return Total Return A year in review and a look forward 8:15 am 10:30 am Lab APX LAB: Introduction to Customizing SSRS Reports in APX Parts 1 and 2 8:15 am 10:30 am Lab APX LAB: Managing Your APX Position Reconciliation Workflow Parts 1 and 2 8:15 am 9:15 am Lab Geneva LAB: Introduction to Bank Debt in Geneva 8:15 am 9:15 am Lab Moxy LAB: Automating Your Workflow in Moxy 9:30 am 10:30 am Roundtable Recon, Evare Recon and Evare Client Roundtable 9:30 am 10:30 am Presentation Axys, Black Diamond, APX, Zoologic/Nervanix Industry in Transition: Retention Strategies for Advisors 9:30 am 10:30 am Presentation Geneva, APX, Data Advent Data Solutions: Today, Tomorrow and Beyond 9:30 am 10:30 am Presentation Recon, PORTIA, Sylvan PORTIA with Recon & Sylvan 9:30 am 10:30 am Presentation APX, Industry Insights GIPS 20/20 9:30 am 10:30 am Presentation Vision FI Vision FI - More than you think? 9:30 am 10:30 am Lab Moxy LAB: Moxy for the Operations Team 10:45 am 11:45 am Presentation Global Wealth Platform, Pacer The GWP & Pacer Roadmap 10:45 am 11:45 am Presentation Sylvan An Introduction to Sylvan 10:45 am 11:45 am Presentation ANOVA An Introduction to Anova Compliance and Anova Aggregator 10:45 am 11:45 am Presentation APX, Moxy, Rules Manager, Advent Services Seamlessly Upgrade Your Advent Product Suite 10:45 am 11:45 am Panel Precision LM Ask the Experts Precision * Content, time and date are subject to change BOX LUNCH - CONFERENCE CONCLUDES
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