Events

Join us at industry networking events, interactive sessions, and thought leadership engagements.

We hope to see you at an upcoming event

FactSet is an active participant in the financial community and present at a variety of conferences and symposiums throughout the year.

This page provides a look at the upcoming events FactSet is coordinating or attending. Keep an eye out for details regarding networking opportunities, interactive sessions, thought leadership engagements, and more. 

Event schedule is subject to change. 

 

The 2019 RegTech Summit

Join us at RegTech Summit in NYC where Ali van Nes will participate on the panel, "How to digitize the customer experience with KYC and AML Innovation." Meet with one of our representatives on site to learn how FactSet can help you solve your KYC compliance challenges.

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Event
Nov
13
2019
Industry Conference

Location Cape Town

Risk South Africa EMEA

Join us at Risk South Africa, where senior industry experts will help identify and understand emerging trends, risks, and opportunities. Visit our booth to learn about FactSet’s award-winning risk management solutions.

Topic Risk Management, Financial Advising

Register Now

Event
Nov
13
2019
Online FactSet Training

 

Intro to FactSet for Investment Bankers

Created specifically with the banking workflow in mind, this course will walk you through the steps to build and format custom models and create active presentations in FactSet and will conclude with an overview of key sell-side reports in FactSet’s online application.

Topic FactSet Solutions

Register Now

Event
Nov
14
2019
Industry Conference

Location New York

The 2019 RegTech Summit

Join us at RegTech Summit in NYC where Ali van Nes will participate on the panel, "How to digitize the customer experience with KYC and AML Innovation." Meet with one of our representatives on site to learn how FactSet can help you solve your KYC compliance challenges.

Topic Financial Advising, Regulatory Compliance

Register Now

Event
Nov
14
2019
Industry Conference

Location New York

Equity Research and Valuation 2019 Conference

Join us at the 2019 Equity Research and Valuation conference, where investment managers will learn about the latest advances and developments in equity research techniques, valuation, and portfolio management. Visit our booth to learn how FactSet can help you avoid the market's noise and stay focused on client objectives.

Topic Portfolio Managment, FactSet Solutions

Register Now

Event
Nov
14
2019
Industry Conference

Location Boston

The Summit for Asset Management: Boston

Join us at TSAM Boston and hear from FactSet experts on the latest asset management trends in performance, risk, and reporting. Visit our booth to learn how FactSet can help you overcome your greatest challenges with our leading data and technology solutions.

Topic Risk Management, Performance Management, Buy-Side Research

Register Now

Event
Nov
14
2019
FactSet Hosted Event

Location Cape Town

Let’s Talk: Data Governance + The Middle Office

FactSet is excited to bring our thought-provoking breakfast roundtable back to Cape Town—this time focusing on the future of the Middle Office. Join us this November to talk "Data Governance" and how this is catapulting performance and reporting teams into the driver's seat.

Topic FactSet Solutions

Contact Us for More Information

Event
Nov
14
2019
Online FactSet Training

 

Macroeconomic Tools to Enhance your Analysis

In this 30-minute training, leverage FactSet’s economic chartbooks or create your own charts and apply transformations to analyze trends. Incorporate economic data into your models to further enhance your analysis.

Topic FactSet Solutions

Register Now

Event
Nov
18
2019
Industry Conference

Location New York

Wolfe Research 3rd Annual Global Quantitative and Macro Investment Conference

Join us at the Global Quantitative and Macro Investment Conference as FactSet's Terence Kempf, VP, Head of Revere Strategy, speaks on a panel about integrating ESG investing into active management processes.

Topic Quantitative Management

Register Now

Event
Nov
18
2019
Industry Conference

Location Boston

CutterResearch Member Meeting - Boston

Join us at the CutterResearch Member Meeting in Boston, where you can see FactSet’s open and flexible technology solutions for risk, performance, and more. Visit our booth to learn how FactSet can help you.

Topic Risk Management, Performance Management, FactSet Solutions

Register Now

Event
Nov
19
2019
Industry Conference

Location Lugano

The 9th Lantern Fund Forum in Lugano

The 9th annual Lantern Fund Forum will take place this November in Switzerland, focusing on Asset Management, Investment Tools, and Fundamental Analysis. FactSet will be exhibiting throughout the event to showcase our investment tools.

Topic Portfolio Managment

Register Now

Event
Nov
19
2019
FactSet Hosted Event

Location Zurich

FactSet Digital Forum: Zurich Breakfast

Join us for a complimentary breakfast in Zurich on November 19 and be the first to see our latest digital applications available for the wealth management industry.

Topic Portfolio Managment, FactSet Solutions

Register Now

Event
Nov
19
2019
Online FactSet Training

 

What's New in FactSet?

FactSet is continuously developing new features and enhancing current products to keep up with the financial industry and to help improve efficiency when working in FactSet. This web demonstration keeps you informed about the latest enhancements and new products.

Topic FactSet Solutions

Register Now

Event
Nov
20
2019
FactSet Hosted Event

Location Amsterdam

Let's Talk: Risk Management

FactSet is excited to bring our thought-provoking roundtable back to Amsterdam—this time to discuss the trends catapulting risk management into the spotlight. In addition, hear an exclusive presentation on decoding fat-tails and application for long term investing.

Topic Risk Management, FactSet Solutions

Contact Us for More Information

Event
Nov
20
2019
Industry Conference

Location London

2nd Annual Machine Learning in Quant Finance

Visit our stand at the Machine Learning in Quant Finance conference to learn how FactSet's integrated tools and content can take you from idea to construction and beyond and help uncover business relationships, performance & market indicators, sources of risk, and investment opportunities.

Topic Financial Advising, Information Technology, FactSet Solutions

Register Now

Event
Nov
20
2019
Online FactSet Training

 

Intro to FactSet for Investment Bankers

Created specifically with the banking workflow in mind, this course will walk you through the steps to build and format custom models and create active presentations in FactSet and will conclude with an overview of key sell-side reports in FactSet’s online application.

Topic FactSet Solutions

Register Now

Event
Nov
21
2019
Industry Conference

Location London

The 14th Annual Battle of the Quants

Visit us at Battle of the Quants. Learn how FactSet's integrated tools and content can take you from idea to construction and beyond while uncovering business relationships, performance and market indicators, sources of risk, and investment opportunities.

Topic Quantitative Management

Register Now

Event
Nov
27
2019
Online FactSet Training

 

Intro to FactSet for Investment Bankers

Created specifically with the banking workflow in mind, this course will walk you through the steps to build and format custom models and create active presentations in FactSet and will conclude with an overview of key sell-side reports in FactSet’s online application.

Topic FactSet Solutions

Register Now

Event
Dec
3
2019
Industry Conference

Location Miami

Equities Leaders Summit USA: 2019

Join us at the Equities Leaders Summit USA 2019, where John Adam, SVP, Global Director of Portfolio Management and Trading Solutions, will lead a panel on how modern AI should be used to empower trading teams in an increasingly complex equities market.

Topic Information Technology, FactSet Solutions

Register Now

Event
Dec
3
2019
Industry Conference

Location Singapore

11th Southeast Asia Institutional Investment Forum

FactSet is excited to sponsor the 11th Southeast Asia Institutional Investment Forum where attendees will hear about the market trends, opportunities and challenges across asset classes, geographies, technologies, and the management of the investment function.

Topic Financial Advising, Investment Banking, FactSet Solutions

Register Now

Event
Dec
4
2019
Industry Conference

Location New York

Responsible Investor Conference: NY

Join us at Responsible Investors NY where Ali van Nes, FactSet's Senior Director of Regulatory Solutions, will speak on a panel about corporate governance, reputational and litigation risk, and why ESG matters. Meet with one of our representatives on-site to learn how FactSet can help you solve your ESG and compliance challenges.

Topic Financial Advising, Information Technology

Register Now

Event
Dec
4
2019
Industry Conference

Location NYC

Responsible Investor Conference: NY 2019

Join us at Responsible Investor NY 2019, where Ali van Nes, FactSet's Senior Director of Regulatory Solutions, will speak on a panel about corporate governance, reputational and litigation risk, and why ESG matters. Meet with one of our representatives on-site to learn how FactSet can help you solve your ESG and compliance challenges.

Topic Portfolio Managment, Information Technology, FactSet Solutions

Register Now

Event
Dec
5
2019
Industry Conference

Location San Francisco

In|Vest West: 2019

Join us at In|Vest West 2019, where professionals come together to discuss the digital transformation of the wealth management industry and ways to meet the ever-increasing customer expectations. Talk to one of our specialists on-site to understand ways FactSet can help create a custom digital experience for your clients and advisors.

Topic Portfolio Managment, Financial Advising, FactSet Solutions

Register Now

Event
Dec
11
2019
Industry Conference

Location Saudi Arabia

CFA Institute Middle East Investment Conference

Join us at the CFA Institute Middle East Investment Conference where over 400 international thought leaders, policymakers, industry experts, and key market participants from across the MENA region discuss the latest trends shaping Saudi Arabia.

Topic Risk Management, Financial Advising

Register Now

Event
Mar
10
2020
Industry Conference

Location London

The Summit for Performance, Risk & Attribution

Join FactSet along with forward-thinkers in Asset Management Risk and Performance at this year’s Summit for Performance, Risk & Attribution. Learn from, share with, and connect to your peers from some of the industry’s most innovative and leading firms. Stop by our booth to see our industry-leading solutions as well as hear from our experts on our thought-leadership panel discussions. We look forward to seeing you there.

Topic Risk Management, Performance Management

Register Now

Event
Mar
10
2020
Industry Conference

Location London

The Summit for Asset Management: London

Join us at TSAM London and hear from FactSet experts on the latest asset management trends in performance, risk and reporting. Visit our booth to learn how FactSet can help you overcome your greatest challenges with our leading data and technology solutions. Register to find out more.

Topic Risk Management, Performance Management

Register Now

Event
May
4
2020
Industry Conference

Location Boston

FIMA US 2020 Conference

Visit our booth at FIMA US to learn how FactSet can help you reveal interconnecting business relationships, business performance and market indicators, sources of risk, and areas offering new investment opportunities.

Topic Buy-Side Trading, Information Technology

Register Now

Talk To Us

The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

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