AGENDA

 

October 17, 2018

MunicipaL bond Research roundtable

Presented by Merritt Research Services LLC & Investortools, Inc. 

11:30 pm - 12:30 pm                Lunch

12:40 pm - 5:30 pm                  Industry Panels and Speakers

 5:30 pm                                        Cocktail Reception


October 18, 2018

Investortools USER FORUM

 8:30 am -  9:30 am                  Hot Buffet Breakfast

 9:30 am                                       Welcome and Opening Remarks, Product Keynote

11:30 pm - 12:45 pm                Lunch

 1:00 pm -  5:00pm                   Breakout Sessions &  Round-Table Discussions

      Investortools experts will lead sessions on topics including

  • Factor based attribution
  • ESG
  • Operations - FIX / Hot back up / Web Server
  • Trading and Allocation
    • CUSIP Structure allocator
    • Family rules
    • New issues
  • Client Peer groups
  • New Perform: FPC features for funds
  • And More...

5:15 pm                             Cocktail Reception


October 19, 2018

Hands-on Training

Have trouble allocating that last piece? Looking for specific report writing tips or how to set up FIX or browser access? Join the feature specific training sessions, or bring your questions and schedule individual time with Client Service experts and Developers.

8:00 am - 9:00 am                 Continental Breakfast

8:00 am - 11:30 am               Hands-on Training

11:30 am                                   Conference Adjourns