Financial Services Asset Management Meet Up
Tuesday, November 17, 2026, 11:30 a.m. - 1:30 p.m. ET
Le Méridien New York, Central Park, 120 W 57th St, New York, NY 10019
Join fellow finance and operations leaders from New York’s investment and asset management firms for a complimentary lunch focused on financial visibility, cost management, and business growth.
During this discussion, you’ll explore:
- Approaches to managing operating costs and understanding business profitability
- Ways to automate reimbursable expense processes and provide clear tracking and dynamic reporting
- Strategies to improve management reporting and visibility across business entities
- Perspectives from peers on planning, forecasting, and process improvement as their firms grow
- How NetSuite and embedded AI can support finance and business operations
Why attend
- Exchange: Compare approaches to financial and operational challenges with fellow investment and asset management leaders.
- Connect: Build relationships with local finance and operations peers and the NetSuite team.
- Explore: Discover how automation and embedded AI can reduce manual work and improve access to business information.
Event agenda
11:30 a.m. – 12:00 p.m. | Lunch and networking |
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12:00 – 1:00 p.m. | The evolving investment and asset management industry |
1:00 – 1:30 p.m. | Open Q&A |
Seats are limited, so reserve your spot today!