Clearwater Consultant Forum New York

5 May | 12 pm – 7pm | @Ease 605, New York

Your clients’ story is only as good as the data that powers it.

Clearwater is building a single, audit-ready, front-to-back platform designed for the complexity that institutional investors face today. By bringing together critical capabilities across the investment lifecycle, we are making it easier for firms to deliver clearer recommendations, operate with greater confidence, and support clients with a more connected view of their business.

Join us in New York for an in-depth look at how Clearwater is evolving as a stronger partner to the consulting community and the institutional investors you serve.

Why attend

At the Clearwater Consultant Forum you will:

• Pressure‑test your clients’ data foundation

Go beyond surface-level reporting to a single, trusted source of truth that can stand up to governance, regulatory, and audit scrutiny.

• See a modern front‑to‑back platform in action

Experience how Clearwater connects data, workflows, and investment operations across the lifecycle in one integrated platform.

• Address the complexity of alternatives head‑on

. See how Clearwater helps firms manage the unique challenges of alternative investments, including valuation complexity, liquidity constraints, and risk oversight.

• Fit innovation into existing ecosystems

Learn how Clearwater can serve as a core platform alongside the technology your clients already rely on, without forcing a rip-and-replace approach.

• Shape the roadmap together

Engage directly with Clearwater leadership on where the market is heading, how we are investing in the platform, and how partnership with you helps shape our priorities.

What we’ll cover

• Data integrity and audit readiness: Clearwater as the definitive source of truth, reducing reconciliation lag and supporting robust, explainable reporting.
• Predictive insight with Beacon: Using advanced analytics and risk tooling to move from “what you own today” to “how portfolios may react tomorrow.”
• Investment lifecycle management with Enfusion: Connecting PMs, traders, operations and compliance in real time to improve trade quality and operational efficiency.
• Embedded AI across the platform: How integrated intelligence ties together portfolio data, rules and workflows to speed up answers and support better decisions.
• Future vision and platform evolution: Why a cloud‑native architecture and continuous integration mean this is the last major “upgrade” your clients should need.

Who should attend

These forums are designed for:

• Partners and senior professionals at consulting firms
• Advisors to insurers, pension funds, asset owners and other institutional investors
• Specialists focused on investment operations, insurance accounting, risk, data and technology strategy
• Attendance is by invitation only to allow for open, practical discussion.

Event details

• Date: 5 May 2026
• Time : 1pm – 7pm
• Location: @Ease 605, 605 3rd Ave 7th Floor, New York

The forum will feature concise presentations, a practitioner‑led discussion, live demonstrations, and plenty of time for drinks, networking and collaboration with Clearwater leadership and peers.