Monday, June 15th
8:30-9:30 AM
1:30-2:30 PM
Black Diamond® Link: Taking Complexity out of
Integrations
Managing Your APX Cost Basis Reconciliation
Workflow LECTURE
2015 SEC Priorities and Compliance Readiness
APX Update - Latest and Greatest
Trading Technology and Efficiency
Tips from the Top: Human Resources &Firm
Management, Presented by AUG
Lightbulb: Why Didn’t I Think of That? Presented
by AUG
Geneva Update - Latest and Greatest
Troubleshooting Performance Reporting in Axys
Automating Performance Processing in Axys
Making Moxy Work for You
Running Model Strategies in Moxy
GWI: Designing Fund Structures and Period
Processing
Introduction to Performance Measurement and
Reporting in Geneva
Building Searches in APX
Advanced Automation in APX
9:45-10:45 AM
2:45 PM-3:45 PM
Welcome Address from Pete Hess
11:00 AM-12:00 PM
Advent Solutions Overview: The Road Ahead
Advent Direct Investor Management - Latest &
Greatest
Top 10 Trends in Wealth Management,
Presented by TowerGroup
Geneva Investment Accounting - New Features
Deep Dive
Enhance Your Client Dialogue with Black
Diamond®'s New Web and Mobile Tools
Using the Reorg Utility in APX
Advanced Automation in Axys
Introduction to Trading in Moxy
Using Trade Views to Manage Your Workflow in
Moxy
Getting Data Out of Geneva
Introduction to Bank Debt in Geneva
Experience the New Black Diamond®
Troubleshooting Performance Reporting in APX
4:00-5:00 PM
12:15-1:15 PM
Hedge Funds Trends and Notable Events
Moxy and Rules Manager Update - Latest and
Greatest
Buzzworthy - Black Diamond®'s Most Recent
Platform Enhancements
Thinking about Making the Move to Black
Diamond?
Real Time Networking - Peer to Peer Roundtable
Co-hosted by Advent and the AUG, Part 1
Optimizing Margin, Financing and Collateral with
Syncova
Geneva & World Investor Accounting - Best
Practices Roundtable
IT Security to Combat Today's Cyber Fraud
Axys Maintenance Best Practices LECTURE
Automating Your Workflow in Moxy
Introduction to Swaps in Geneva
Security-Level Performance and Analytics in
APX
Tuesday, June 16th
8:30-9:30 AM
12:15-1:15 PM
Q&A with Geneva Product Development Experts
Tamale: Research Management and Investor
Transparency
Peer to Peer - A Roundtable for Operational
Efficiencies Using Black Diamond®
Geneva Migrations - Best Practices
Maximizing CRM with APX
Building an Enduring Business with David Grau,
Sr., JD
Real Time Networking - Peer to Peer Roundtable
Co-hosted by Advent and the AUG, Part 2
1:30-2:30 PM
Moxy Troubleshooting Tips Lecture
Making the Most of APX Reporting
Axys Maintenance Best Practices LECTURE
Peer to Peer - A Roundtable for Advisors &
Management Hosted by Black Diamond®
GWI: Designing Fund Structures and Period
Processing
CTO Best Practices - Business Continuity Plans –
Power User Insights Presented by AUG
Creating Custom SSRS Reports for APX
Dashboards Part 1 of 2
Geneva Technology - Best Practices Roundtable
9:45-10:45 AM
Building Your Next Generation Marketing &
Communications Program: Turn Millennials into
Coworkers and Clients
Increase Advisor Productivity with Black
Diamond®'s Re-invented Web Experience
Advanced Automation in Axys
Geneva Technology - What's New?
Introduction to Compliance in Advent Rules
Manager
How Custom Solutions Enhance Your Advent
Platform
Strategic Data Drivers & Their Impact on
Investment Management
Getting Data Out of Geneva
Building Searches in APX
Update From Inside The Beltway
Troubleshooting Performance Reporting in Axys
2:45 PM-3:45 PM
Using Trade Views to Manage Your Workflow in
Moxy
Hybrid Funds in Geneva World Investor
Creating Custom SSRS Reports for APX
Dashboards Part 2 of 2
Managing Your APX Cost Basis Reconciliation
Workflow LECTURE
Best Practices in Attracting and Retaining
Women Investors Panel
11:00 AM-12:00 PM
Axys Update - Latest and Greatest
Migrating to APX
Troubleshooting Performance Reporting in APX
The “Robo-Advisor” Effect: A Transformation of
the Advisory Business?
Making Moxy Work for You
Making Advent Direct Community Work for You
Introduction to Swaps in Geneva
Harnessing the Power of Geneva World Investor
Advanced Automation in APX
Automating Performance Processing in Axys
4:00-5:00 PM
Maximizing Back Office Efficiency in Moxy
Guest Speaker - Shawn Achor
Geneva Query Tips
Introduction to Performance Measurement and
Reporting in Geneva
Using the Import/Export Utility in APX
Wednesday, June 17th
8:30-9:30 AM
APX, Axys, and Moxy Open Lab
Introduction to Bank Debt in Geneva
Customizing Your APX Packager Workflow Part
1 of 2
9:45-10:45 AM
GIPS®: Outside the Handbook
Billing & Revenue Management
Using the Reorg Utility in APX
Streamlining Settlement with DTCC and Moxy
Geneva Query Tips
Customizing Your APX Packager Workflow Part
2 of 2
11:00 AM-12:00 PM
Trading Compliance Made Easier with Rules
Manager
Shifting to a Goal-Based Advice Model
Managing Your APX Position Reconciliation
Workflow Part 1 of 2
Maximizing Back Office Efficiency with Moxy
Introduction to Swaps in Geneva
Creating Custom SSRS Reports for APX
Dashboards Part 1 of 2
12:15-1:15 PM
Managing Your APX Position Reconciliation
Workflow Part 2 of 2
Automating Your Workflow in Moxy
Getting Data Out of Geneva
Creating Custom SSRS Reports for APX
Dashboards Part 2 of 2