Give us a call at 720-651-8092

Connect with us at these upcoming events

STP Investment Services Cocktails and Connections

June 4 | Boston, MA

 

ICI ETF Conference

June 8-10, 2026 | Nashville, TN

 

U.S. BANK GLOBAL FUND SERVICES CLIENT CONFERENCE

June 10 - 12, 2026 | Lake Geneva, WI

Our Head of Fund Chief Compliance Officer Services, Cory Gossard, will be speaking at a panel on June 11.

Compliance in Motion: Navigating with Confidence

As regulatory expectations expand and business models evolve, compliance must keep pace without slowing innovation. This panel will examine how organizations are re‑thinking compliance frameworks, leveraging technology, and strengthening governance to remain resilient in a rapidly changing landscape. Join us for a candid discussion on what’s coming, what matters most now, and how firms are positioning themselves.

 

A Day at the NYSE with XAI

Join us along with fellow co-hosts XAI and US Bank, for a series of educational events at the New York Stock Exchange! We will be part of the Private Markets Education panel. RSVP by June 10.

June 23, 2026 | Denver, CO

 

HFC Denver Golf Scramble

June 25, 2026 | Denver, CO

 

Not attending? You can still connect with us anytime.

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