Roundtable LunchOnly at
Renaissance Boston Seaport Hotel
An invitation-only executive lunch bringing together just 20 handpicked CFOs, Financial Controllers, and senior finance leaders from top-tier asset management firms. Hosted by Envestnet, this private roundtable offers a rare and highly curated forum for strategic discussion on the future of revenue management—exploring billing accuracy, automation, and operational scalability in an increasingly complex landscape. Access is strictly limited to ensure depth, candour, and meaningful peer exchange.
Revenue Management Reimagined: An Exclusive Discussion for Asset Managers
Join Envestnet for an invitation-only roundtable lunch exploring the future of Revenue Management in asset and investment management.
In a rapidly evolving market, finance teams are under increasing pressure to streamline operations, reduce leakage, and improve visibility across their organisations. This exclusive session brings together senior finance leaders to share challenges, strategies, and solutions that are reshaping the industry.
Discussion highlights include:
-
Full visibility into revenue, cash flow, and workforce productivity
-
End-to-end automation of billing and collections
-
Building scalable finance operations that adapt to market change
-
Ensuring invoice accuracy and timely delivery
-
Real-time reporting developed in collaboration with industry peers
With insights from Envestnet, trusted by over 550 asset managers globally, this session addresses the critical pain points holding finance teams back and introduces a practical, future-ready approach to revenue management.
Part of TSAM Boston 2025
This roundtable takes place as part of TSAM Boston 2025, the premier gathering for asset management professionals in the New England region. Taking place on Monday, 2 June 2025 at the Renaissance Boston Seaport Hotel, TSAM Boston brings together leaders across operations, technology, data, transformation, and product strategy for a day of learning, networking, and innovation.
