Upcoming Events


We can’t wait to celebrate INSITE’s 25th anniversary with you in Orlando, FL. You can expect a first look at the newest digital products and services, immersive learning experiences with industry innovators and networking opportunities with the top advisors and influencers in the business.

06-Jun-2023 to 08-Jun-2023
Orlando World Center Marriott | Orlando, FL

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Private Credit US Leadership Summit

Hosted by Private Equity Wire and Hedgeweek, the Private Credit US Leadership Summit is a one-day "urban retreat" for operations, finance, legal and back-office leaders at private credit fund managers. As the private credit space continues to innovate via more diverse strategies and structures, the summit will offer actionable solutions to this sector's current problems and potential.

Convene 101 Park Avenue | New York, NY

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2023 NARO Texas & New Mexico Convention

The National Association of Royalty Owners, Texas Chapter is dedicated to the education of mineral and royalty owners. We are planning another great program for the 2023 convention. Royalty owners charged with managing the development of their minerals will want to be armed with the latest information and NARO is their support system. Many things are happening in the industry and the convention committee has worked diligently to bring you a line-up to cover topics we feel are important. You don’t want to miss this year’s convention.

26-Jul-2023 to 29-Jul-2023
Grand Hyatt Riverwalk | San Antonio, TX

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On-demand events and webinars

Missed out on a recent event or webinar? Check out a few below that are on-demand.

How Innovative Wealth Managers Use Technology to Drive Growth

Wealth advisors are entering 2023 with a sharp focus on their client’s needs during increased market volatility. As they consider their technology spend, both growth and improving the client experience are top priorities.

This pivot marks a change from the back-office investments that have largely dominated technology spending over the last several years.

Monitoring Investors and Employees for Insider Trading

Given the pace of today’s markets and the speed and volume of news cycles, technology increasingly offers the best solution for protecting your firm and your clients from breaches of trust like insider trading.


Watch the recording of a recent webinar and hear experts from SS&C and MT Newswires discuss the latest innovative offering to help compliance officers identify instances of insider trading and trading ahead of the news.

Leveraging the Power of Integration

The SS&C Black Diamond® Wealth Platform offers a vast integration network, allowing advisory firms to select and connect the technology solutions that best fit each firm’s unique business needs.


Watch the recording of a recent client-facing webinar and hear solution experts discuss the power of integrated technology and the extensive ecosystem available. You’ll learn how the team keeps clients up-to-date as they take a deep dive into the Black Diamond platform’s integrated opportunities.

Learn How Brazilian Managers Are Achieving Operational Excellence with SS&C Advent

As investors diversify their investment strategies, operational complexity increases and managers are required to respond quickly and consistently to any changes in their back office routine. Listen as SS&C Advent experts discuss the benefits of deploying the Geneva® suite. Recognized globally as the best technology platform for asset management, portfolio and shareholder accounting, our solutions break through operational obstacles and drive your business growth.


Please note this webinar is in Portuguese.

Private Equity: Trends, Challenges, and Solutions

It’s a great time to be in the private equity business as investor enthusiasm continues to grow. With private markets attracting larger amounts of capital and gaining greater influence in the global financial system, regulators are rethinking fund requirements. Firms are adapting to this change by adjusting investor terms, including complex fee structures and return calculations that can present substantial operational issues.


Accurately allocating profits, losses, expenses, and tax impacts among individual investors requires a combination of expertise and technology. Listen to SS&C Advent experts as they discuss market trends, operational challenges, and leveraging technology in this dynamic landscape.

Achieving Operational Excellence for Private Credit and Private Debt Strategies

Listen to experts from Anagenesis Capital Partners, Star Mountain Capital, and SS&C Advent for an in-depth discussion on how to achieve operational excellence for private credit and private debt strategies.

SS&C Salentica & Black Diamond: What’s New & What’s Next

The SS&C Salentica CRM seamlessly connects to the Black Diamond® Wealth Platform – empowering both solutions to work better together.


A recent Salentica and Black Diamond webinar for existing clients discussed new enhancements underway to advance this purpose-built integration. In this session, you’ll hear product and solution experts as they take a deep dive into the features and functionality that our current clients know and love, including:

  • Activity management and how InTouch from Salentica helps organize and plan outreach
  • Best practices for workflow automation
  • And much more

Senior & Vulnerable Investor Surveillance and the Senior Safe Act

Monitoring for and detecting elder financial abuse is an ever-increasing challenge in today’s digital environment. With an average loss of $34,000 per incident, having active and systematic detection procedures and processes can limit and in many cases prevent this kind of financial harm. SS&C’s experts, Martin Orbach and Shahyan Aly discuss best practices and tactics to identify and prevent financial abuse in accounts of senior and vulnerable investors.

Modernizing the Trust Company Client Experience

The SS&C Trust Suite merges the power of industry-leading offerings from SS&C Innovest, the Black Diamond® Wealth Platform, and SS&C Salentica. This session discusses how these powerhouses work together to deliver end-to-end trust-enabled wealth management capabilities.

An Overview of CFA Institute’s Proposed ESG Disclosure Standard

The CFA Institute introduced the ESG Disclosure Standards for Investment Products with the release of an exposure draft of the Standards in May 2021. This recorded session will highlight the requirements of the Standards and the benefits to asset managers and the investment management industry.