We were excited to have our valued clients, partners and guests join us in Lake Geneva as we came together to celebrate A Grand Return: Innovative Ideas. Inspired Solutions.

 

Our three-day conference provided attendees opportunities to connect with other clients and partners through focused sessions, engaging technology demonstrations and various networking activities.

 

Be sure to watch our various sessions and listen as our panelists shared their industry expertise.

Diversity, Equity & Inclusion at U.S. Bank

Listen in as Maxine Swayne, Chief Administrative Officer for DEI at U.S. Bank, shares her insights and updates you on the commitment and strategy of our organization on diversity, equity and inclusion.

 

You will learn why it is incumbent on us all to make this compelling topic a priority and ensure we continue to treat everyone with dignity and respect.

Fireside Chat on Product and Digital Innovation Strategy

Join Christine Waldron, Qasim Kahn and Charles Gillanders as they share an insightful perspective on the product and technology investments U.S. Bank is making to power our best-in-class services and enable you to optimize your operations.

 

The session will also cover the product and technology focus areas over the coming year.

Valuation and Adoption of Rule 2a-5

Listen as we are joined by pricing vendors and other industry experts to discuss the current valuation practices and changes being implemented with the adoption of Rule 2a-5.

 

Our interactive discussions will include how to gain more transparency into valuation process and available oversight tools that you may utilize.

Integrating sustainable investment into the middle and back offices

Join our panelists as they discuss ESGs and the unique trends taking place within the marketplace – from regulatory requirements to data mining and the future roadmap for the Global Fund Services solution – listen as they explore why it’s important to be engaged with ESGs now more than ever.  

Fund structures & investment strategies attracting investor demand within the U.S. and Europe

Join our panelists as they discuss a variety of fund structures and how to attract investors.

 

From registered funds and series trusts to alternatives and European-domiciled structures, listen as they share some best practices for distribution, creating investor demand and how to access the most sought-after platforms. 

 

Bringing a mutual fund to the ETF party and other insights on raising assets for ETFs

Hear from other advisers about their experience entering the ETF space, the ways they leveraged their mutual fund experience and what they’ve learned about raising assets for exchange traded-funds.

SEC Developments and Fund Disclosure Matters

Listen as our panelists discuss today’s top regulatory SEC developments.

 

From fund disclosures to proposed rule changes, our group will discuss how these developments will impact your fund business.

About Investment Services

U.S. Bank Global Fund Services understands the challenges facing managers. For over 50 years, our clients have relied upon the resources, strength and financial stability of U.S. Bank. We concentrate on bringing you the flexibility, accuracy and efficiency needed, allowing you to focus on investment management and asset growth.

 

From hedge funds, private equity and fund of funds, to separately managed accounts, registered funds and exchange-traded products, we know the conversation doesn’t end with the contract.

 

For more information about our comprehensive suite of alternative services, exchange traded products, mutual funds and registered investment advisor services, visit usbank.com/globalfundservices.

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