AFP Annual Conference
October 19-22, 2008
Los Angeles, CA
Judson Murchie- Analyst

ATM, Debit & Prepaid Forum
October 6-7, 2008
Chandler, AZ
Gwenn Bézard - Research Director

Securities Industry News’ Second Annual Securitiestech Conference
October 6-7, 2008
New York, NY
Denise Valentine - Senior Analyst

17th Annual Securities Operations Conference
October 2, 2008
New York, NY
Denise Valentine - Senior Analyst

BAI Retail Delivery Conference & Expo
September 30, 2008
Webinar
Christine Barry - Research Director

7th Annual Managed Account & UMA Summit
September 24-25, 2008
Las Vegas, NV
Alois Pirker - Senior Analyst

Treasury Management Association of Canada’s Annual Conference
September 22, 2008
St. John's, New Foundland, Canada
Christine Barry - Research Director

Client Reporting North America
September 15-16, 2008
New York, NY
Denise Valentine - Senior Analyst

Electronic Trading Asia 2008
September 9-10, 2008
Hong Kong, China
Sang Lee - Managing Partner

SIFMA Asset Managers Forum
July 28, 2008
New York, NY
Denise Valentine - Senior Analyst

Talk’n ‘Bout a Revolution: Guaranteed, Cash Payments
July 15, 2008
Webinar
Gwenn Bezard - Research Director

Prepaid ’08 Conference & Expo
June 23-25, 2008
London, UK
Gwenn Bézard - Research Director

2nd Annual Derivatives Operations and Processing Conference
June 23, 2008
Chicago, IL
Denise Valentine - Senior Analyst

FIMA Market Data 2008
June 16, 2008
London, UK
Adam Honoré - Senior Analyst

IPUG Inc. Annual User Group Conference
June 8-11, 2008
Asheville, NC
Nancy Atkinson - Senior Analyst

CGI, Banking & Investment Annual 2008 User Group Conference
June 4-6, 2008
Prince Edward Island, Canada
Alois Pirker - Senior Analyst

ACH Super Days 2008
June 3-4, 2008
Westborough, MA
Nancy Atkinson - Senior Analyst

Treasury Management Association of New England’s 2008 Conference
May 21-23, 2008
Boston, MA
Christine Barry - Research Director & Nancy Atkinson - Senior Analyst

FRA's 2nd Annual UMA: Technology, Operations and Compliance Forum
May 20, 2008
New York, NY
Alois Pirker - Senior Analyst

Harland Financial Solutions Client Meeting
May 13-14, 2008
Colorado Springs, CO
Christine Barry - Research Director

18th Annual CTST 2008 Conference
May 12-15, 2008
Orlando, FL
Nick Holland - Senior Analyst

TradeTech Derivatives
May 12-14, 2008
New York, NY
Denise Valentine - Senior Analyst

Wall Street & Technology: Accelerating Wall Street
May 8, 2008
New York, NY
Adam Honoré - Senior Analyst

22nd Annual Windy City Summit
May 7-9, 2008
Chicago, IL
Christine Barry - Research Director

FPL Canadian Electronic Trading Conference 2008
May 5-6, 2008
Toronto, Ontario
Sang Lee - Managing Partner

EXPO LA (the Southern California Association for Financial Professionals)
April 29, 2008
Pasadena, CA
Nancy Atkinson - Senior Analyst

Derivatives Operations and Processing Conference
April 24, 2008
New York, NY
Phillip Silitschanu - Senior Analyst

TradeTech 2008
April 22, 2008
Paris, France
Sang Lee - Managing Partner

Fourth Annual Boston Managed Accounts Conference SMAs, UMAs and Beyond
April 22, 2008
Boston, MA
Alois Pirker - Senior Analyst

2008 Calypso Customer Conference
April 15, 2008
San Francisco, CA
Adam Honoré - Senior Analyst

Trading Technology World 2008
April 14-17, 2008
Sydney, Australia
Denise Valentine - Senior Analyst

5th Annual Corporate Actions Processing Workshop
March 20, 2008
Boston, MA
Phillip Silitschanu - Senior Analyst

Wall Street Technology Association’s State of the Union on Multi-Asset Class Trading
March 13, 2008
New York, NY
Sang Lee - Managing Partner

IFSA Annual Global Payments Conference
March 12, 2008
New York, NY
Nick Holland - Senior Analyst

AES Equity Derivatives Trading Forum 2008
February 27-29, 2008
Miami, FL
Sang Lee - Managing Partner

Bottomline Technologies Customer Event
February 12, 2008
West Palm Beach, FL
Christine Barry - Research Director

Jack Henry Strategic Initiatives 2008
February 5, 2008
Las Vegas, NV
Christine Barry - Research Director

BAI TransPay
February 5-7, 2008
Dallas, TX
Christine Barry - Research Director

Corporate Actions Market Overview: The Back Office Comes to the Fore
January 31, 2008
Webinar
Phillip Silitschanu - Senior Analyst

7TH Annual Managed Accounts Technology & Operations Summit
January 28-29, 2008
Miami, FL
Alois Pirker - Senior Analyst

2nd Annual New York Sub-Advised & Multi-Managed Funds Summit
January 23-25, 2008
New York, NY
Phillip Silitschanu - Senior Analyst

NACHA Global Payments Strategies 2008
January 22-23, 2008
Brussels, Belgium
Christine Barry - Research Director

Aite Group Webinar: The State of the Merchant Acquiring Industry
December 18, 2007
Webinar
Adil Moussa - Analyst

What Really Matters to Retail Consumers of Online Brokerage?
December 13, 2007
Webinar
Adam Honoré - Senior Analyst

2nd Annual Managing Operational Risk in Financial Services
December 5, 2007
New York, NY
Adam Honoré - Senior Analyst

Inside Reference Data Partner Briefing: Enterprise Data Management
November 29, 2007
New York, NY
Adam Honoré - Senior Analyst

The Wealth Management Technology & Operations Summit
November 15-16, 2007
Las Vegas, NV
Alois Pirker - Senior Analyst

FT Electric Money Conference - Trading in the 21st Century
November 14, 2007
New York, NY
Brad Bailey - Senior Analyst

FRA Unified Managed Accounts Conference
November 12, 2007
New York, NY
Alois Pirker - Senior Analyst

Pershing CTO Forum
November 8, 2007
Jersey City, NJ
Adam Honoré - Senior Analyst

Aite Group Panel Discussion: Mobile Banking 2.0: Time for the Perfect Storm
November 8, 2007
Webinar
Nick Holland - Senior Analyst

Reuters AdvicePoint Forum
November 6, 2007
New York, NY
Brad Bailey - Senior Analyst

2007 CheckFree Client Exchange Customer Conference
November 4-7, 2007
Hollywood, CA
Alois Pirker - Senior Analyst

2nd Annual Health Savings Accounts
Symposium
November 4-6, 2007
Miami, FL
Nancy Atkinson - Senior Analyst

Corporate Actions Processing
October 25, 2007
New York, NY
Phillip Silitschanu - Senior Analyst

World Research Group Algo Trading 2007
October 24, 2007
New York, NY
Sang Lee - Managing Partner

Financial News Institutional Trading Forum
October 23, 2007
Boston, MA
Sang Lee - Managing Partner

NICSA Technology Summit
October 23, 2007
Las Vegas, NV
Denise Valentine - Senior Analyst

Actimize Mobile Banking Event
October 19, 2007
New York, NY
Nick Holland - Senior Analyst

Advanced Trading Buy-Side Trading Summit
October 15-16, 2007
Amelia Island, FL
Brad Bailey - Senior Analyst

Financial News Institutional Trading Forum
October 10, 2007
Chicago, IL
Sang Lee - Managing Partner

MasterCard’s America’s Commercial Products Customer Forum
October 10, 2007
La Jolla, CA
Nancy Atkinson - Senior Analyst

IQPC Equity Derivatives
October 9-11, 2007
New York, NY
Brad Bailey - Senior Analyst

Odyssey Wealth Management Conference
October 8-10, 2007
Barcelona, Spain
Alois Pirker - Senior Analyst

Who’s Winning the Phishing Arms Race
September 27, 2007
Webinar
Nick Holland - Senior Analyst

MasterCard Worldwide 2007 Co-Brand
Forum
September 25-27, 2007
Miami, FL
Gwenn Bézard - Research Director

Holistic Wealth Management: the Data Consolidation Challenge
September 25, 2007
Webinar
Alois Pirker - Senior Analyst

Banklink User Conference
September 24, 2007
Las Vegas, NV
Christine Barry - Research Director

User Conference
September 21, 2007
San Diego, CA
Christine Barry - Research Director

2007 MasterCard RPPS Customer Conference and Industry Symposium
September 19-21, 2007
Atlanta, GA
Gwenn Bézard - Research Director

FIA and OIC New York Equity Options
Conference
September 19-20, 2007
New York, NY
Brad Bailey - Senior Analyst

FIMA: Entity Data Management
September 19-20, 2007
New York, NY
Adam Honoré - Senior Analyst

7th Annual Sub-Advised Fund Forum
September 17-18, 2007
Boston, MA
Phillip Silitschanu - Senior Analyst

4th Annual Technology & Operations for Asset Managers Forum
September 11-12, 2007
New York, NY
Brad Bailey - Senior Analyst

The Annual Hedge Fund Business Operations Forums
September 10-11, 2007
New York, NY
Denise Valentine - Senior Analyst

6th Annual Managed Accounts Summit
September 10-11, 2007
Phoenix, Arizona
Alois Pirker - Senior Analyst

Equity Derivatives - Accessing the Fastest Growing Market in Derivatives
September 9-11, 2007
New York, NY
Brad Bailey - Senior Analyst

Real Asset Investing Forum
September 6, 2007
San Francisco, CA
Phillip Silitschanu - Senior Analyst

ACI Worldwide: Making Enterprise Transaction Monitoring a Strategic Priority
August 23, 2007
Webinar
Nick Holland - Senior Analyst

TAWPI Forum
August 15, 2007
Boston, MA
Nancy Atkinson - Senior Analyst

Hedge Funds Operations and Technology: When to Buy, Build or Outsource
August 9, 2007
Webinar
Denise Valentine - Senior Analyst

Successful Distribution & Marketing of Asset Management Services
July 30-31, 2007
Cambridge, MA
Alois Pirker - Senior Analyst

Overlay Management: Best Practices for Complying with the Investment Management Agreement
July 26, 2007
Webinar
Alois Pirker - Senior Analyst

The Third Annual Managed Accounts Compliance Forum: Overcoming Today’s Legal and Regulatory Challenges
July 16-17, 2007
New York, NY
Alois Pirker - Senior Analyst

2nd Annual Hedge Fund Strategies
July 16-17, 2007
Brad Bailey - Senior Analyst

Opal Financial Group's Family Office and Private Wealth Management Forum
July 11-13, 2007
Newport, RI
Alois Pirker - Senior Analyst

Unified Managed Accounts: Operations, Technology, and Compliance
June 20, 2007
New York, NY
Alois Pirker - Senior Analyst

2nd Annual Optimising OTC Derivative Operations in Fund Management
June 18, 2007
London, United Kingdom
Brad Bailey - Senior Analyst

2007 Investment Advisors' Exchange-Traded Products Summit
June 14-15, 2007
New York, NY
Denise Valentine - Senior Analyst

TradeTech Derivatives USA
June 12-13, 2007
New York, NY
Brad Bailey - Senior Analyst

S1 Advisory Council Meeting
June 6, 2007
Charlotte, NC
Christine Barry - Research Director

Algorithmic Trading: Top 10 Keys to Success in 2007
May 30, 2007
Webinar
Sang Lee - Managing Partner

Onsite Conference
May 24, 2007
Webinar
Christine Barry - Research Director

Security Summit 2007
May 23, 2007
Austin, TX
Gwenn Bézard - Research Director

FTF Webcast on Reuters/Thomson Merger
May 18, 2007
Webcast
Adam Honoré - Senior Analyst

Strategic Initiatives Conference
May 17, 2007
Chicago, IL
Nancy Atkinson - Senior Analyst

Transforming Data Into Customer Insight Summit
May 16, 2007
New York, NY
Gwenn Bézard - Research Director

Metavante Client Conference 2007
May 15-17, 2007
Milwaukee, WI
Christine Barry - Research Director

Derivatives Operations and Processing: Best Practices for Firm-Wide Control of OTC and Exchange Traded Derivatives Transactions
May 14, 2007
Chicago, IL
Brad Bailey - Senior Analyst

Aite Group Panel Discussion: Event Processing: An In-Depth Look at the Practical Application of EP in the Capital Markets
May 9, 2007
New York, NY
Brad Bailey - Senior Analyst

CheckFree's Connex Client Conference
May 9, 2007
Phoenix, AZ
Gwenn Bézard - Research Director

Early Warning Annual Conference
April 25-27, 2007
Scottsdale, AZ
Christine Barry - Research Director

TradeTech 2007
April 24-27, 2007
Paris, France
Brad Bailey - Senior Analyst

ETA Annual Meeting and Expo
April 17-19, 2007
Las Vegas, NV
Nancy Atkinson - Senior Analyst

NACHA Payments 2007
April 14-18, 2007
Chicago, IL
Christine Barry - Research Director

Top Trends in Wholesale Banking
April 10, 2007
Webinar
Christine Barry - Research Director

Institutional Trading Forum
April 3, 2007
Chicago, IL
Sang Lee - Managing Partner

User Conference
April 2, 2007
Norcross, GA
Eva Weber - Research Analyst

Institutional Trading Forum
March 29, 2007
Toronto, Ontario
Sang Lee - Managing Partner

Advanced Trading: Algo in Fixed Income Webcast
March 22, 2007
Webcast
Brad Bailey - Senior Analyst

Institutional Trading Forum
March 22, 2007
Dallas, TX
Sang Lee - Managing Partner

FIMA 2007
March 12-15, 2007
New York, NY
Adam Honoré - Senior Analyst

Online Banking Summit: Working the Web to Propel B2B Banking
March 12-14th, 2007
Charlotte, NC
Nancy Atkinson - Senior Analyst

Winning the Hearts and Wallets of Small Business Customers
March 8, 2007
Webinar
Christine Barry - Research Director

MasterCard Strategic Leadership
Workshop
March 7, 2007
St. Louis, MO
Gwenn Bézard - Research Director

TradeTech USA 2007
March 5-8, 2007
New York, NY
Sang Lee - Managing Partner

5th Annual Best Execution Symposium
February 26-27, 2007
New York, NY
Brad Bailey - Senior Analyst

A Proposal to Converge Wire Transfer and ACH Payments Systems in the U.S. to Improve B2B Payments
February 22, 2007
Webinar
Nancy Atkinson - Senior Analyst

Institutional Investor's Financial Technology Forum
February 22, 2007
Webcast
Brad Bailey - Senior Analyst

TradeTech Foreign Exchange 2007
February 21-22, 2007
New York, NY
Brad Bailey - Senior Analyst

BAI TransPay
February 12-14, 2007
Orlando, FL
Christine Barry - Research Director

The 2nd Annual Conference: Separately Managed Accounts
February 8, 2007
New York, NY
Alois Pirker - Senior Analyst

TradeTech Fixed Income 2007
February 5-7, 2007
Toronto, Canada
Brad Bailey - Senior Analyst

The 6th Annual Managed Accounts Technology And Operations Summit
January 22-23, 2007
Coral Gables, FL
Alois Pirker - Senior Analyst

Small-Business Electronic Bill Presentment & Payment: An Opportunity for Financial Institutions
December 21, 2006
Webinar
Nancy Atkinson - Senior Analyst

Winning the Hearts and Wallets of Small Business Customers
December 14, 2006
Webinar
Christine Barry - Research Director

Unified Managed Accounts: Understanding the Latest Developments in the Managed Accounts Industry
December 13, 2006
Bayards, New York City
Alois Pirker - Senior Analyst

Security and Fraud Prevention
November 30, 2006
Webinar
Gwenn Bézard - Research Director

TradeTech Canada
November 29-30, 2006
Toronto, Canada
Brad Bailey - Senior Analyst

Technology for Securities Operations
November 16, 2006
New York, New York
Brad Bailey - Senior Analyst

Institutional Trading Forum 2006
November 16, 2006
Santa Monica, CA
Sang Lee - Managing Partner

The Next Big Thing in Derivatives Processing: Getting to T+0 By Automating Transactional Messaging and Exception Management
November 14, 2006
Web Cast
Brad Bailey - Senior Analyst

Yodlee Customer Summit
November 8, 2006
New York, NY
Gwenn Bézard - Research Director

Visa Prepaid Forum
November 8, 2006
San Francisco, CA
Nancy Atkinson - Senior Analyst

SunGard World 2006
November 8, 2006
Dallas, TX
Alois Pirker - Senior Analyst

Innovations in Trade Services
November 1, 2006
New York, NY
Nancy Atkinson - Senior Analyst

Top Trends in Wholesale Payments
October 26, 2006
Webinar
Nancy Atkinson - Senior Analyst

AlgoTrading 2006
October 23-24, 2006
New York, NY
Sang Lee - Managing Partner

Derivatives Operations and Processing: Best Practices for Firm-Wide Control of OTC Derivatives Transactions
October 17, 2006
New York, New York
Brad Bailey - Senior Analyst

12th Annual Financial Services Technology
Forum
October 16-17, 2006
Huntington, CA
Gwenn Bézard - Research Director

CashEdge Client Conference Innovation 2006
October 13, 2006
New York, NY
Gwenn Bézard - Research Director

TSYS E-Business Services and ProCard
Conference
October 3-4, 2006
Atlanta, GA
Gwenn Bézard - Research Director
Nancy Atkinson - Senior Analyst

Pyxis Mobile mPlatform User Conference 2006
October 1-2, 2006
Boston, MA
Alois Pirker - Senior Analyst

Multi-Asset Trading 2006
September 28, 2006
New York, New York
Brad Bailey - Senior Analyst

The 3rd Annual Technology & Operations for Asset Managers Forum
September 27-28, 2006
New York, New York
Brad Bailey - Senior Analyst

NACHA Concurrent Council Meeting
September 27, 2006
Coronado, CA
Nancy Atkinson - Senior Analyst

BAI Combating Payments & Check Fraud
Conference
September 25-27, 2006
Baltimore, MD
Gwenn Bézard - Research Director

The Changing Business of Securities Lending
September 18, 2006
Bayards, New York City
Brad Bailey - Senior Analyst

SunGard WealthStation Advisory Board Meeting
September 14, 2006
Las Vegas, NV
Alois Pirker - Senior Analyst

Internal Fraud
September 13, 2006
Webinar
Christine Barry - Research Director

S1 Corporation’s Catalyst 2006 Meeting
September 10-13, 2006
Orlando, FL
Nancy Atkinson - Senior Analyst

MasterCard RPPS
September 6-8, 2006
Chicago, IL
Gwenn Bézard - Research Director

Account Opening: Innovation and Growth with Business Process Management
August 23, 2006
Webcast
Eva Weber - Research Analyst

Onsite Presentation
August 17, 2006
Webinar
Eva Weber - Research Analyst

Electronic Trading of Credit Derivatives
July 26, 2006
New York, NY
Brad Bailey - Senior Analyst

Hedge Fund Trading
July 17-18, 2006
New York, NY
Sang Lee - Managing Partner

Browser-Based Cash Management
Security (concerning FFIEC)
July 13, 2006
Webinar
Christine Barry - Research Director

FX Week USA 2006
July 11, 2006
New York, NY
Sang Lee - Managing Partner

Anti-Money Laundering Technology: Automating the Haystack Search
June 29, 2006
Webinar
Eva Weber - Research Analyst

Distributing Separately Managed Accounts Through the Bank Channel
June 28, 2006
Priceton Club, New York City
Alois Pirker - Senior Analyst

Electronic Trading for Fixed Income and Multi-Asset Class Investments
June 14, 2006
Bayards, New York City
Brad Bailey - Senior Analyst

BAI TransPay Conference & Expo
May 23-26, 2006
Las Vegas, NV
Gwenn Bézard - Research Director

Reg NMS: Practical Strategies for Phase I and Beyond
May 23, 2006
Bayards, New York City
Brad Bailey - Senior Analyst

Dealing with Technology
May 17, 2006
London, England
Sang Lee - Managing Partner

Visa International - Global Debit Forum
May 15-18, 2006
Prague, Czech Republic
Gwenn Bézard - Research Director

Compliance in Operations
May 9-12, 2006
Phoenix, AZ
Sang Lee - Managing Partner

Metavante Client Conference 2006
May 9-10, 2006
Milwaukee, WI
Christine Barry - Research Director

Payments 2006
May 7-10, 2006
San Diego, CA
Gwenn Bézard - Research Director

Tightening the Compliance & Regulatory Noose in Retail Brokerage
May 4, 2006
Webinar
Adam Honoré - Senior Analyst

TradeTech Credit Derivatives 2006
April 24, 2006
New York, NY
Brad Bailey - Senior Analyst

Trade Finance & Services: The Emerging Threats and Opportunities for Banks
April 20, 2006
Webinar
Nancy Atkinson - Senior Analyst

2006 Early Warning Conference
April 17-19, 2006
Scottsdale, Arizona
Gwenn Bézard - Research Director

STAR Board Meeting
April 12, 2006
San Antonio, TX
Gwenn Bézard - Research Director

WACHA Electronic Payments Conference 2006
April 10-12, 2006
Green Bay, Wisconsin
Christine Barry - Research Director

Detroit Treasury Management Association Member Meeting
April 6, 2006
Detroit, MI
Christine Barry - Research Director

STAR Advisory Council Meeting
March 22, 2006
Gwenn Bézard - Research Director

The Technology Challenges of Reg NMS
March 15, 2006
Webinar
Sang Lee - Managing Partner

Trading Technology: Understanding and Supporting Today's Advanced Execution Strategies
March 13, 2006
Bayards, New York City
Sang Lee - Managing Partner

ABA Wealth Management and Trust Conference
March 10, 2006
San Diego, CA
Adam Honoré - Senior Analyst

Biometrics
March 9, 2006
Webinar
Christine Barry - Research Director

4th Annual Best Execution Symposium
February 27-28, 2006
New York, NY
Sang Lee - Managing Partner

Prepaid Cards: A Market Overview
February 23, 2006
Webinar
Gwenn Bézard - Research Director

2006 Prepaid Card Expo
February 15-17, 2006
Orlando, FL
Gwenn Bézard - Research Director

CashTech User Conference
February 15-16, 2006
Kuala Lumpur, Malaysia
Christine Barry - Research Director

Vital Client Appreciation Event
February 3, 2006
Costa Rica
Gwenn Bézard - Research Director

Visa Advisors Meeting
January 25, 2006
Miami, FL
Gwenn Bézard - Research Director

Best Execution
How to Measure it-- How to achieve it
January 24, 2006
Bayards, NY
Adam Honoré - Senior Analyst

TradeTech Fixed Income USA 2006
January 23-25, 2006
New York, NY
Sang Lee - Managing Partner

Top Ten Trends in Cash Management
December 8, 2005
Webinar
Christine Barry - Research Director

Visa Prepaid Conference
December 7, 2005
Chicago, IL
Gwenn Bézard - Research Director

Waters 2005 Congress
December 5, 2005
New York, NY
Sang Lee - Managing Partner

Tackling the Importance
of Clean and Accurate Market Data
November 30-December 1, 2005
New York, NY
Adam Honoré - Senior Analyst

Client Advisory Forum
November 10, 2005
Miami, FL
Gwenn Bézard - Research Director

AlgoTrade 2005
October 24-25, 2005
New York, NY
Sang Lee - Managing Partner

Boston Security Analysts Society
October 19, 2005
Boston, MA
Sang Lee - Managing Partner

Prepaid Cards: A Market Overview
October 6, 2005
Webinar
Gwenn Bézard - Research Director

Visa Security Summit