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 for an exclusive forum designed for investment consultants, offering an inside look at Clearwater Analytics’ platform, strategic vision, and product roadmap. Hear directly from our leadership and partners on how we’re shaping the future of investment intelligence, from front-to-back solutions to the most complex multi-asset portfolios.
Agenda
12:00 pm – Registration and lunch
1:00 pm – Executive Keynote
1:30 pm – Clearwater Market verticals: Market Positioning and Platform Differentiation
2:30 pm – Investment Operations and Accounting: Core Functionality, Key differentiators, and the roadmap for continued innovation
3:00 pm – Private Funds & Private Credit: Capabilities, what sets us apart, and where the product is headed.
3:30 pm – Risk & performance: Current capabilities, differentiators, and the roadmap for continued innovation.
4:00 pm – AI at Clearwater: what’s live, what’s next
4:30 pm – Bloomberg + Clearwater: front-to-back in practice
5:00 pm – Networking reception
You will receive a confirmation email shortly.