About the Summit

In this section you will find details on event location and travel, event times and more general information

Delegate information

The Fund Technology Leaders Summit is a new, FREE to attend event focused on the shifting technology trends that are transforming mutual fund businesses.

It is strictly by invitation only and open to senior operational and technology executives from a select group of leading US mutual funds.

Those eligible to attend as delegates will receive an official invitation including a unique login, which will allow them to confirm their registration and access the event online roundtable planner (available approximately two weeks before the event).

It is free for delegates to attend the Summit, and your delegate place includes access to all conference sessions, lunch, refreshments and evening drinks reception.

The Summit is a closed gathering of senior executives, it abides by Chatham House rules and none of the discussions or meetings that take place on the day will be discussed or promoted externally.

Why attend?

At the Summit, you’ll learn how to maximize the opportunities and overcome the challenges of rapidly changing technological resources, processes and regulation within mutual funds.

If you are responsible for managing the technology within your business, this is a must attend event.

  • Learn how to keep your firm one step ahead of shifting technology trends
  • Hear how other mutual funds are managing technology in their businesses
  • Update your knowledge on key regulation and how to keep your business compliant
  • Gain guidance on selecting the right technology vendors and getting the most from them
  • Get to grips with the wide range of issues raised by cyber-security
  • Meet with your peers and share best practice
  • Receive CLE, CPD and CPE points when you attend the Summit

As well as the conference sessions, you will have ample opportunity to network with other guests and meet with them on an informal, one-to-one basis.

How to attend the Summit

If you have received an invitation to attend, please register here to confirm your place.

If you think that you are eligible to attend and would like to find out more about becoming a delegate, please contact Orlanda Sharp at o.sharp@pageantmedia.com.

What is included in your delegate place?

The Summit is FREE to attend for delegates. Each delegate receives:

  • Access to all conference sessions 
  • Access to all networking and meetings 
  • All meals and refreshments 
  • Evening drinks reception

Sponsorship information

Access to the Summit for service providers and non-mutual fund managers is strictly as sponsors only. If you have booked a sponsorship package for the 2016 Summit, please register by clicking on the link in the main menu.

If you would like to find out more about becoming a sponsor, please contact Sam Aldridge at s.aldridge@pageantmedia.com or telephone +44 (0) 20 7832 6582.

Venue information 

JW Marriot Essex House
160 Central Park S
New York
NY 10019
United States

For a map and directions to the venue, click here.

Event times

8:30am - 9:15am - registration
9:15pm - 4:30pm - Summit
4:30pm - 5:30pm - drinks reception

General information 

To help us ensure that all delegates attending the event are able to participate fully, please let us know about any requirements you have.

Dietary: We always provide vegetarian options at our events, but please inform us if you need us to cater for any other dietary requirements. 

Dress code: Business.