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Get Ready for PMCR with the Content Hub!

Explore insightful blogs, articles, podcasts, and videos from our expert speakers, sponsors, and guest contributors—all designed to help you prep for the conversations ahead.

Be sure to check back often for updates or sign-up for the PMCR event mailing list. Don't forget to visit us again after the event for even more valuable content!

Client Reporting, Performance Analytics, Wealth Management, Digital Assets, Sibos, Sibos Miami 2026, Asset Management, Tokenization, Tokenized Securities, Broadridge

Always-On Markets: What Tokenization Means for Performance & Reporting

Maureen Lowe, Founder & President, FTF

Tue, Sep 29, 2026

Performance Measurement, Client Reporting, Performance Analytics, Artificial Intelligence (A.I.), Wealth Management, Ops Automation, PMCR, Client Services

‘A Massive Excel Workbook Is a Ticking Bomb’

Michael Margulis, Vice President, Investment Performance & Analytics, Ameriprise Financial

Mon, Jan 26, 2026

Michael Margulis at Ameriprise Financial is no stranger to operational and IT challenges that stem f...

Performance Measurement, Client Reporting, Data Management, Performance Attribution, Performance Analytics, Operational Data Management, Data Governance, Artificial Intelligence (A.I.), Natural Language Generation, Wealth Management

Natural Language Generation: Sailing Through Your Data Lakes

Nayan Madhamshettiwar is a managing director, professional services for First Rate, Inc.

Mon, Feb 12, 2024

While most might not admit it, many wealth managers are drowning in their data lakes.

Check Back Regularly For More Pre-Event Content

Stay tuned for more engaging blog posts by our esteemed event speakers as we count down to the conference on February 29, 2024.

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