The Global Investment Technology Leadership Roundtable is a capital markets think tank and membership forum for senior executives from each segment of the securities and investment supply chain — pension funds, investment managers, broker-dealers, banks, and exchanges. The executives meet twice a year, once in the US and once in Europe, to explore strategic business, regulatory and technology trends within the investment marketplace and their impact on industry participants, market structures and future business models.

Now in its 11th year, the Leadership Roundtable endeavors to educate and inform our members by establishing an environment of trust that encourages the open exchange of ideas for the mutual benefit of all members. Membership in this unique network is by invitation only, based on level of seniority and scope of responsibility within financial organizations.

The number of firms within each category is carefully controlled to ensure a balanced representation among investment industry participants, so that no industry segment dominates the discussion. All member firms participate on an equal basis. 
The Global Investment Technology Leadership Roundtable marks a significant advance in the new business paradigm of partnership with clients and cooperation among industry players. As one member put it, “None of us comes here to book millions of dollars in deals. But the ideas that we hear could provide an opportunity in the future.

To read our Mission Statement, click here.



Membership is limited to financial institutions. Each member firm is entitled to name two (2) designated members. As long as one of the designated members attends, an alternate may be substituted for the other member. This policy ensures the executive level of the participants, and provides continuity from meeting to meeting.



The program themes/topics for each meeting are determined in consultation with the membership. In addition, a program planning committee comprising interested members helps prioritize potential topics and suggests industry practitioners and other experts to participate on the program. An Advisory Board chosen for its breadth of expertise in business and technology issues also assists in program development and sourcing of industry experts, consultants, and academics who serve as speakers and discussion leaders.

All programs are completely off the record and no press is allowed. Executive Summaries of the proceedings are published following each meeting.


The Leadership Roundtable invites the participation of a limited number of sponsors who serve the financial industry. Sponsors may include consulting firms and financial technology providers, or other firms who serve the financial community. Sponsors participate on an equal basis with members, and are included in open sessions, as well as meals and receptions. There are no tabletop or other vendor exhibitions.

Meeting Dates


Each Roundtable meeting begins at noon on the first day with an opening luncheon, followed by one half-day and one full day of interactive discussions.  The meetings are tightly run and so scheduled to minimize time away from the office. Members and sponsors are expected to participate in all sessions.  A networking reception and dinner all for members and sponsors is held on the first evening; the meeting concludes at the end of the second day.


Upcoming meeting dates are as follows:


Fall 2009 -- November 4-5, 2009 (Chicago)

Spring 2010 -- May 11-12, 2010 (Berlin)

Fall 2010 -- November 3-4, 2010 (Location to be named)


Membership Fee


The annual membership fee includes attendance at two Roundtable meetings for two (2) executives, plus the proprietary executive summaries published after each meeting.


NB: Hotel and travel expenses are for the account of each participant.


For additional membership or sponsorship information,  please contact Michael Horton at 212-370-3700 ext. 289, or email mhorton@globalinv.com.



Questions or comments? Get in touch with us at info@globalinv.com

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