Category: Conferences and Events

Our 2015 Events Calendar Announced!


event-calendarIt’s a New Year and we’re excited to share the Boston Financial and industry events we are planning for 2015. Break out those new calendars and mark the following dates. We hope you will join us as your time permits! Can’t attend an event? Throughout the year Boston Financial associates will be sharing takeaways right here on the Perspectives blog.

February 4: Investment Company Institute (ICI) Conference  – Will You Be Ready? Implementing the New Money Market Fund Rules. Marriott Wardman Park, Washington, DC. Boston Financial will attend.

February 8-10: 2015 NICSA Strategic Leadership Forum, Diplomat Resort, Hollywood, Florida.  Boston Financial joins DST and State Street as conference sponsors, exhibitors in the Resource Center, and hosts of a client dinner at the Diplomat Landing on Monday night. Boston Financial will moderate two thought-provoking panels of industry professionals:

  • Monday, February 9 at 11:00 AM, Anne Hebard, Managing Director at Boston Financial will moderate: “Put On Your Seatbelts, It’s Going To Be Quite A Ride!” with panelists Constance L. Hunter, Chief Economist, KPMG LLP; Mirtha Kastrapeli, Senior Research Analyst, State Street Corporation; and Daniel Egan, MSc, Director of Behavioral Finance and Investing at Betterment. This panel will discuss megatrends that will drive the investment management industry over the next decade.
  • Tuesday, February 10 at 2:45 PM, Kevin Caravella, Vice President of Blue Sky Administration at Boston Financial, will moderate: “Forecast: Clouds Making Way for Blue Sky”, with panelists Tamara Salmon, Senior Associate Counsel, Investment Company Institute (ICI); Janice Schwarz, Operations Project Manager, American Beacon; Tim O’Sullivan, Deloitte & Touche, and Mark Trenchard, Director of Operational Compliance, Putnam Investments.

February 23 – 25: DST’s ADVANCE Conference, Westin Kierland Resort, Scottsdale, AZ. The following Boston Financial attendees will participate in panel discussions alongside industry peers: Madeline FitzGerald, Managing Director Settlement Administration Solutions and Event Center; Craig Hollis, Chief Compliance Officer; Brian Melter, Managing Director E-Business Administration; and Mike Rizzo, Chief Information Officer.

March 15-18: ICI Mutual Funds & Investment Management Conference, JW Marriott Desert Springs, Palm Desert, CA. Boston Financial will join DST and State Street for a dinner hosted on Sunday night.  Location TBA.  Kevin Caravella, VP of Blue Sky Administration, will participate in a compliance panel discussion.

May 6-8: ICI General Membership Meeting, Marriott Wardman Park, Washington, DC. Boston Financial joins DST and State Street as conference sponsors. Please visit us in the Exhibit Hall at Booths 403-405. We will also be hosting a client dinner at the Top of the Hay Adams Hotel Wednesday, May 6.

June (date TBA): MFEA eCommerce Summit. Atlanta, GA. Boston Financial is a sponsor of the Summit and will attend.

June 11: Expect Miracles 21st Annual East Coast Classic, Boston, MA. Boston Financial is a sponsor and will attend.

September 20-22: Boston Financial 2015 Client Forum, The Peninsula Chicago, Chicago, IL.  Boston Financial returns to the windy city! Our program will begin Monday morning with your choice of Best Practice sessions, followed by an all-day general session. The Forum will end mid-morning Tuesday. More details regarding our agenda and evening events will be available come spring.

October 20: Boston Financial 2015 Chief Compliance Officer Forum, Mandarin Oriental Boston, MA. Our annual CCO Forum will begin with breakfast roundtable sessions followed by a full day of general sessions. That evening Boston Financial and State Street will cohost a networking reception. The State Street Chief Compliance Officer Forum will be held the following day on October 21.

October (date TBA): Expect Miracles 7th Annual West Coast Classic, Newport Coast, CA. Boston Financial is a sponsor.

October 29 – 30: NICSA General Membership Meeting, Boston, MA. Boston Financial will attend and sponsor.

November (date TBA): Expect Miracles 12th Annual Wine & Spirits Event, Boston, MA. Boston Financial is a sponsor and will attend.


Amy Gordon

Amy Gordon

Amy began her career at Boston Financial in 2000 and is an Event Planner within the Corporate Marketing team. She is responsible for the research, planning and execution of events for Boston Financial, with primary focus on Client Forums, industry conferences and associate events. Working closely with Senior Management and our client community for over ten years, she has gained valuable insight and expertise on how to run a successful business event.

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