Resources | Events

Events

Every year, we participate in over a dozen events nationwide that are sponsored by industry associations with whom we have long-term partnerships. Join us at an upcoming event. Subscribe to our event list and get notified when the next one is announced.

May 6, 2026 1:30 pm

IMEA Product Summit

Visit IMEA's event page for nearby hotels.

Join us at the IMEA Product Summit in Boston as Synfinii engages with product leaders shaping the future of investment solutions. We’ll be discussing innovation, advisor alignment, and data-driven strategies driving product success in asset management.

June 17, 2026 8:00 am

Morningstar Investment Conference

Synfinii is heading to the Windy City for the 2026 Morningstar Investment Conference! Join Tom Larson and Mike Depoian at Navy Pier as they engage with the asset management community to discuss the future of distribution. We’re attending to stay abreast of the trends shaping advisor portfolios, ensuring Synfinii continues to provide the data intelligence asset managers need to engage with advisors at the right time, with the right message, to build and retain their business.

June 23, 2026 2:00 pm

2026 MMI Women’s Leadership Forum

Visit MMI's event page for nearby hotels.

Jen Rutledge and Alysha Ramnitz are headed to New York City for the 2026 MMI Women’s Leadership Forum, bringing together women leaders across asset and wealth management to explore leadership, innovation, and industry evolution. They look forward to engaging with peers in meaningful conversations about the future of investment advisory.

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