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About This Conference

Matrix Financial Solutions, Inc. “formerly known as” MG Colorado Holdings, Inc., through its wholly owned subsidiaries, is one of the nation’s largest providers of back-office, trust, custody, trading and mutual fund settlement services for financial institutions, including banks, trust companies, registered investment advisors and record-keepers/third-party administrators (TPAs). Matrix Financial Solutions currently serves more than 260 financial institutions by servicing $90 billion in assets through its trading and trust platform.

For more information about Matrix Financial Solutions, go to www.matrixfinancialsolutions.com.

Opening remarks are scheduled for Sunday evening at 4:30pm, and the conference concludes with a themed dinner on Tuesday night.  

This is an annual event, and 2008 is our 8th conference.  Our attendance for the 2007 event exceeded 750 attendees, with over 100 individual exhibit booths. The event includes a good mix of exhibitor networking time, with solid educational content and exciting, interactive activities that allow sponsors and attendees to network and “Get Connected.”

The agenda contains a mix of general session speakers and breakout sessions. The breakouts are designed as industry tracks for TPAs/Advisors and for Bank Trust clients.  For more information about the agenda and activities, go to www.matrix-getconnected.com/agenda.aspx.


Demographics

"Get Connected" is a financial services conference, and the demographics for attendees at this event include the following types of professionals:

  • Mutual Fund Representatives
  • Portfolio Managers
  • Third Party Administrators
  • Retirement Plan Recordkeepers
  • Investment Advisors
  • Broker/Dealers
  • Bank Operations Managers/Executives
  • Trust Department Managers
  • Technology Providers
  • Financial Industry Publications

Attendees of this event will include operations, management, sales, product development professionals and executives.


Contact Us

We hope this information is helpful in the planning for your participation.  If you need additional information, please contact Andrew Wexler at 720-956-5414, or by email at awexler@mscsonline.com.
 
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