AMF brings together operations professionals, subject matter experts and senior management from across the buy-side industry at a variety of meetings and events. See below for our upcoming events.

September 18, NYC
Lunch and Learn on SEC’s Data Modernization and Enhanced Reporting Proposals
Attend in-person or by Webinar | Member: $99 | Non-Member: $149
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The SEC’s proposed rulemakings to modernize data collection will significantly expand the information reported to the SEC by registered investment companies and investment advisers. The reporting reforms are intended to enhance the SEC’s ability to monitor portfolio composition and risk exposures among investment advisers, funds and separately managed accounts. SIFMA AMG and AMF support the proposals and believe that the reporting enhancements are a critical step in ensuring appropriate regulation of the asset management industry in the long run. However, there is a substantial amount of work asset managers need to do in order to prepare operationally to comply with the reporting requirements. This lunch and learn will give a brief overview of the proposals, discuss the industry’s response to the proposals especially with a view on operational aspects of reporting, and share insights of how asset managers are setting up organizationally to fulfill the reporting requirements.

October 7, NYC
AMF Workshop on Alternative Investments Operations
Program | Register Now
Asset managers are increasingly using alternative investments such as loans, private equity and real estate. This Workshop will focus on the operational process of alternative investments, discussing the "plumbing" or what happens in the operational process as the trade moves from counterparties to custodian, and the challenges related to processing and servicing alternative investments. The Workshop will also discuss industry initiatives that are taking place to ease information sharing and operational challenges. The Workshop will begin with a look into the regulatory framework, and then move to discussing the alternative investments operational process from cradle to grave.

October 8, NYC
AMF Member Meeting
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The AMF Member Meeting covers important industry topics for asset management operations, and offers members an opportunity to network with their peers. The meeting also features AMF committee meetings. The meeting is open to SIFMA members only and there is no fee to attend.

October 9, NYC
Women in Asset Management Event
Hear from Women Leaders in the Asset Management Industry – Changes in markets, regulation and technology are redefining financial services. This half day workshop and networking event will feature women leaders of the Asset Management industry, sharing their experiences and perspectives on how women can identify opportunities, emerging from changes in regulation and technology, to advance into leadership roles. The workshop will also discuss mentorship and sponsorship as well as best practices across the industry with regards to supporting life events, talent development and retention strategies.

View AMF past events | View all SIFMA's upcoming events


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