Join Linedata’s senior leaders for an insightful panel discussion on key market trends, industry developments, and expectations for the remainder of 2025 and beyond. Gain valuable perspectives as our executive team shares updates on strategic initiatives across Asset Management, Global Services, and Lending & Leasing.

How can managers harness the power of data to drive AI success and gain a competitive edge? Join our panelists as they dive into data consolidation, strategy, and transformation, plus the role of content partners, in overcoming challenges across customer-facing and back-office operations, paving the way for business growth in the AI era.

Private capital is making a comeback, as investors seek higher returns. The growth of CLOs, BDCs, and similar investment vehicles and products has major operational implications, particularly for traditional asset and wealth managers. Our experts discuss paths to follow, and pitfalls to avoid.

A new Administration in Washington and a new SEC Chairman mean significant shifts in regulatory policy and focus. Our panelists debate the material impact on business, including Digital Asset Regulation, and how the SEC might treat “tools” such as AI and blockchain moving forward.

This is a client driven session facilitated by Linedata’s head of compliance product, Matt Grinnell, to brainstorm with you, our clients. What regulatory topics are keeping you up at night? What are your thoughts on the Linedata Compliance product roadmap?  What complementary workflow optimization solutions could supercharge your compliance process?  To hear more on these topics and have your say on building a compliance community, join Matt and your peers for this interactive session.

Linedata 2025 is reimagining investment technology with a bold vision for our Asset Management Platform, designed to meet the evolving needs of our complex asset manager clients. Join us for a forward-focused discussion on how our latest innovations and strategic investments are helping clients navigate industry shifts, drive efficiency, and stay ahead in a rapidly changing market.

As customer needs and industry landscapes evolve, so do our services. In this session, we will share our vision, highlighting key enhancements and strategic initiatives to deliver greater value. Learn how we are refining our approach, investing in innovation, and shaping our service offerings to better support your success.

The innovation behind Separately Managed Accounts is having a significant impact on financial services as wealth managers, advisors, and asset managers all seek to offer highly personalized portfolios to their clients. Technology and intelligent automation is enabling this growth in customization. What are successful firms doing to stay SMA competitive? Panelists: SMA lessons from the field?

Robust cyber safety is fundamental to securing your business assets and reputation. Learn how Linedata helps clients move beyond regulatory box-ticking to make cybersecurity and resiliency a contributing factor to sustained success.

How are technology leaders tackling operational transformation and positioning for the future? Join this panel to hear real-world lessons from technology leaders about their strategies, lessons learned, and recommendations for building efficient, scalable asset management and wealth businesses.

Join industry leaders from across Linedata’s businesses for a dynamic discussion on today’s biggest operational challenges and the strategies driving their success. Hear firsthand how they’re navigating change, seizing new opportunities, and positioning themselves for the future. Don’t miss this chance to gain actionable insights and fresh perspectives.