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Our integrated approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

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We believe the financial services ecosystem should seamlessly interconnect, without compromising quality or cost efficiency.

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Who is BetaNXT?

We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers clients to deliver a comprehensive solution.

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Events


March 2024

AssetMark Gold Forum

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JW Marriott Grande Lakes
Orlando, FL

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February 28-March 2

AssetMark Gold Forum brings together unbelievable content with unmatched experiences and networking. From motivational insights to actionable ideas for your business.

Sponsoring and attending. We hope to see you there!

SIFMA SII 2024

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The Wharton School, University of Pennsylvania
Philadelphia, PA

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March 3-8

The Securities Industry Institute® (SII) is the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. For 72 years, SIFMA and The Wharton School have partnered to develop the industry’s high-potential rising leaders.

Over three consecutive years SII participants develop leadership and managerial skills and enhance investment and industry knowledge. 

Dr. Stephen C. Daffron, BetaNXT Chairman and CEO will be hosting an invite only interactive lunch 

JOIN THE WAITLIST

36th Annual Tulane Corporate Law Institute

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Roosevelt Hotel
New Orleans, LA

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March 7-8

Since the first Institute in 1988, the best and brightest M&A and securities practitioners, Delaware Supreme Court and Court of Chancery judiciary, leading corporate counsel and Wall Street investment bankers have gathered every spring for the Tulane Corporate Law Institute. Now recognized as one of the premier M&A, corporate and securities law conferences in the country, the Tulane Corporate Law Institute continues to deliver an unparalleled educational and networking experience.

As well as in-person programming we are offering a live streaming option where attendees will have the availability to interact with presenters through Q&A. This option is structured to qualify for CLE credit as long as the attendee registers. Please note on-demand recordings will not be available after the program.

Attending Only

REGISTER

InvestOps

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JW Marriott Grande Lakes
Orlando, FL

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March 11-13

New digital transformation trends, continued growth in alternative investments and further shortening of settlement cycles are just some of the changes requiring you to re-think your operations set-up.

Find out how to best navigate and thrive in these evolving market conditions by joining the world’s largest Investment Operations conference. Benchmark with the most influential COOs and Heads of Investment Operations from leading buy side firms and gain practical insights on:

  • Streamlining your operational workflows to drive process optimisation and reduce operating costs
  • Expanding your operational capabilities to support the growth in private markets investments
  • Capitalizing on disruptive AI and ML technologies to accelerate your digital transformation journey
  • Laying the data foundations to support advanced analytics that deliver insights driven business value
  • Keeping pace with regulatory changes impacting your front-to-back and cross-asset operations to ensure compliance

REGISTER

ICI 2024 Investment Management Conference

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JW Marriott Desert Springs 
Palm Desert, CA

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March 17-20

2024 IMC is the place to connect with peers and learn from experts. Hear directly from regulators and industry experts about the most pressing issues facing asset managers and where the industry is headed.

Attending only.

MORE INFO

SIFMA C&L 2024 Annual Seminar

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Signia by Hilton Orlando Bonnet Creek
Orlando, FL

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March 17-20

SIFMA's C&L Annual Seminar is the preeminent meeting place for compliance and legal professionals in financial services to gain an understanding of what's next for the markets and the clients we serve. 

Join us from March 17–20, 2024 at the Signia by Hilton Orlando Bonnet Creek to hear from expert industry and regulatory speakers on the today’s hottest topics, connect with colleagues from across the industry, and gain insights you won’t find anywhere else. We can't wait to see you. 

Connect with 1,800+ compliance and legal professionals from across the financial industry.

REGISTER