Overview
The Global Investment
Technology Leadership Roundtable is a
membership forum for senior executives from each segment of the
securities and investment supply chain—pension funds, investment
managers, broker-dealers, banks, and exchanges. The executives meet
twice a year, once in the US and once in Europe, to explore business
and technology trends within the investment marketplace and their
impact on industry participants, market structures and future
business models.
Now in its tenth year, the Leadership Roundtable endeavors to educate and inform our members by establishing an environment of trust that encourages the open exchange of ideas for the mutual benefit of all members. Membership in this unique network is by invitation only, based on level of seniority and scope of responsibility within financial organizations. The number of firms within each category is carefully controlled to ensure a balanced representation among investment industry participants, so that no industry segment dominates the discussion. All member firms participate on an equal basis.
The Global Investment Technology Leadership Roundtable marks a significant advance in the new business paradigm of partnership with clients and cooperation among industry players. As one member put it, "None of us comes here to book millions of dollars in deals. But the ideas that we hear could provide an opportunity in the future."
To read our Mission Statement, click here.
Membership
Membership is
limited to financial institutions. Each member firm is entitled to
name two (2) designated members. As long as one of the
designated members attends, an alternate may be substituted for the
other member. This policy ensures the executive level of the
participants, and provides continuity from meeting to meeting.
Programs
The program
themes/topics for each meeting are determined in consultation with
the membership. In addition, a program planning committee comprising
interested members helps prioritize potential topics and suggests
industry practitioners and other experts to participate on the
program. An Advisory Board chosen for its breadth of
expertise in business and technology issues also assists in program
development and sourcing of industry experts, consultants, and
academics who serve as speakers and discussion leaders.
All programs are
completely off the record and no press is allowed. Executive
Summaries of the proceedings are published following each meeting.
Sponsorships
The
Leadership Roundtable invites the participation of a
limited number of sponsors who serve the financial industry.
Sponsors may include consulting firms and financial technology
providers, or other firms who serve the financial community.
Sponsors participate on an equal basis with members, and are
included in open sessions, as well as meals and receptions. There
are no tabletop or other vendor exhibitions.
Meeting Dates
Each Roundtable
meeting begins with an opening night reception and presentation,
followed by one full day and one half day of interactive
discussions. The meetings are tightly run and so scheduled to
minimize time away from the office. Members and sponsors are
expected to participate in all sessions.
Upcoming
meeting dates are as follows:
Fall 2008 -- November 5-7, 2008 North America (Location to be named)
Spring 2009 -- May 5-7, 2009 (Location to be named)
Fall 2009 -- November 3-5, 2009 (Location to be named)
Membership Fee
The annual
membership fee includes attendance at two Roundtable meetings for
two (2) executives, plus the proprietary executive summaries
published after each meeting.
NB: Hotel and
travel expenses are for the account of each participant.
For additional
membership or sponsorship information,
please contact Michael Horton at 212-370-3700 ext. 289, or
email
mhorton@globalinv.com.