AssetMark Gold Forum
Phoenix, AZ
February 26-March 1
ASSETMARK PRESENTS: EXTRAORDINARY
Extraordinary is about crafting unforgettable experiences that exceed expectations.
It’s about achieving something truly remarkable and leaving a lasting impact.
What does it mean to keep raising the bar and exceed it every time?
Now is the time to dream bigger, with bolder thinking, and achieve the extraordinary.
AssetMark Gold Forum is the opportunity to connect with peers, engage with compelling speakers, and experience incredible moments—exclusively crafted for you.
Sponsoring and attending.
T3 Technology Conference 2025
Dallas, TX
March 3-6
See the Full Financial Services Landscape in One Place
Called “#1 in wealthtech conferences” by Ezra Group’s Craig Iskowitz, T3 offers advisors and enterprises the unique and unparalleled opportunity to absorb everything that matters in the financial services industry, all in one event.
From bleeding-edge tech demos to energizing and insightful keynotes to powerful networking opportunities, T3 is your chance to bring the future of financial services back to your firm.
Speaking Session: Thursday, March 6 from 9:30-10 a.m. CST
Can Your Data Do That? How Next-Gen Data Solutions Can Transform the Advisor Experience
Today’s advisors have more data available than ever before — but without the right tools, they can’t take full advantage of it. The newest generation of data and analytics solutions can radically streamline and enhance the advisor experience, by delivering real-time views, automating tedious workflows, and serving up proactive insights to help strengthen client relationships. Join this session with BetaNXT product leaders to explore how their DataXChange platform helps advisors optimize clients' portfolios more easily, with tax data analytics and end-to-end corporate actions management.
Speakers: Jonathan Reeve, Chris Nobles, Sam Markey (co-presenters)
Stop by Booth #709
Sponsoring, Speaking, & Attending.
Hakkoda Summit 2025
Miami, FL
March 5-6
Connect with outstanding leaders across the financial services landscape in an intimate setting. Galvanize around pragmatic, outcome-first use cases for generative AI. Attendees will journey through the art of the possible together, learning to improve operations & revenue by harnessing the power of AI.
Find inspiration in the area’s stunning oceanside views while you uncover opportunities to build brighter futures with the limitless possibilities of data.
Featured Speakers: Steve Daffron, Co-Founder of Motive Partners and BetaNXT's very own Don Henderson, Chief Technology Officer
Sponsoring & Speaking.
37th Annual Tulane Corporate Law Institute
New Orleans, LA
March 6-7
Tulane’s 37th Annual Corporate Law Institute is March 6-7, 2025. 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.
Attending
SIFMA SII
Philadelphia, PA
March 9-14
The Premier Executive Development Program for Financial Industry Professionals
The Securities Industry Institute® (SII) is the premier executive development program for securities industry professionals, hosted by SIFMA and Wharton. For 73 years, SIFMA and The Wharton School have partnered to develop the industry’s high-potential rising leaders.
Over three consecutive years SII participants learn from authorities on topics which develop leadership and managerial skills and enhance investment and industry knowledge. SII’s cost-effective talent development approach delivers actionable knowledge that is implementable today: the mission of the Institute is to equip each participant with practical information, ideas, and answers directly applicable to their present and future responsibilities. Its customized curriculum is redesigned each year to reflect the needs of an ever-changing industry landscape.
Attending
FIMA US 2025
Boston, MA
April 7-8
For over 20 years, FIMA USA has served as the biggest and most premier financial data management program in the western hemisphere.
The program is fully market-led, meaning it is built alongside our advisory board, speakers, and partners to ensure content that is timely, relevant and represents exactly what is going on across the industry. The overall goals for the program are to deliver cutting-edge content from industry thought leaders, while providing valuable professional skills and enabling access to a robust professional network.
Event Objectives:
FIMA USA provides you the experience to:
• Establish real connections with industry leaders in a concentrated environment.
• Learn from practitioners in the space who will share tactical approaches.
• Ensure your solutions are known and absorbed by those that can best enable them.
• Develop and expand your professional brand.
• Have fun! Absorb and network but also laugh and relax amongst your peers in a curated conference environment.
Speaking Sessions:
20-min Track Presentation April 7 at 3:20pm in the Cloud & Data Architecture track
Speaker: Jonathan Reeve, Head of Product Strategy and Development
Let Your Data Architecture Do the Heavy Lifting: Embedding Governance and Workflow Automation into Your Data Platform
Private Breakfast (April 8):
Hosts: Jonathan Reeve, Head of Product Strategy and Development, and Tom Hansen, Director of Product Management
Do’s and Don’ts for Building a Data-Driven Culture
Sponsoring, Speaking, & Attending