ConvergEx Group's Eze Castle Software Hosts First Client Conference

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Nov 20, 2012, 10:21 ET

NEW YORK, Nov. 20, 2012 /PRNewswire/ -- ConvergEx Group, a leading technology company, today announced the successful conclusion of Eze Castle Software's inaugural Eze Client Conference. Over 250 users attended the conference for timely analyses and discussions of current market trends and how they can use ConvergEx's award-winning order management system, the Eze OMS™, to help successfully navigate an increasingly complex financial environment.

The two-day event offered a wide array of sessions, including a keynote address by Duncan L. Niederauer, chief executive officer of NYSE Euronext. Other notable events included a look ahead at Eze's product roadmap, discussions outlining industry trends, a client case study focusing on best practices and panel discussions featuring industry experts on topics such as Form PF, OTC trading, risk management and the convergence of front-, middle-, and back-offices.

Attendance spanned the traditional asset management and hedge fund spaces, and included chief compliance officers, chief technology officers, chief operating officers, chief financial officers, traders, analysts, portfolio managers and directors of IT.

Additionally, during the conference, attendees were able to visit Eze's Demo Kiosk to meet with the product management team and receive hands-on demonstrations of functionality within the Eze OMS's core components: Eze Portfolio Management, Eze Compliance, Eze Trading, Eze Operations and Eze Data Management.

"Attending the Eze Client Conference was a fantastic way to gain knowledge on current and new Eze products," said Christen Biddlestone of Diamond Hill Investments. "I personally benefitted the most from interacting directly with members of the product management teams where they gave very thorough and helpful insight on product functionalities, new features and workflows to implement in our environment."

"Our conference gave attendees a deeper look into our products, including recently available features, best practices and insight of what is on the horizon," said Rob Keller, CFA, chief product officer for ConvergEx's Eze Castle Software. "We complemented these intense product sessions with panels that featured industry-leading experts on compliance, financial regulation, the buy-side, risk and technology."

"Traditionally, Eze has relied on smaller, regional-based 'Product Roadmap' events to discuss corporate and product strategy with our clients. However, over the years, Eze has evolved to a point where we felt a larger scale, multi-day conference was the only way to do justice to the story. It had to be larger than a regional product roadmap event without losing that sense of close partnership that our customers value," said Tom Gavin, chief executive officer of ConvergEx's Eze Castle Software. "We want to thank all of our conference attendees and sponsors for making our first client conference such a huge success."

The award‐winning Eze OMS leverages a real‐time open architecture to streamline the investment cycle for all asset classes – from idea generation through settlement. The Eze OMS provides functionality to support portfolio management, compliance, trading and operations in a single platform.

The Eze OMS, was recently named Best Buy-Side OMS, for the second consecutive year, in the 2012 Buy-Side Technology Awards.

About ConvergEx Group

ConvergEx Group is a leading technology company providing mission-critical proprietary software products and technology-enabled services to asset managers and financial intermediaries globally. Its products and services span the investment life cycle and are designed to enable customers to achieve improved results through operational and workflow efficiencies, execution and analytical tools and highly personalized service. The firm serves more than 4,000 customers accessing over 100 global markets. Formed in 2006, the firm has over 1,250 employees located in 23 cities throughout the Americas, Europe, Middle East, Africa and Asia-Pacific.

ConvergEx Group includes ConvergEx Execution Solutions LLC (member NYSE/FINRA/SIPC); LiquidPoint, LLC (member CBOE/SIPC); G-Trade Services LLC (member FINRA/SIPC); Westminster Research Associates LLC (member FINRA/SIPC); Eze Castle Transaction Services LLC (member FINRA/SIPC); ConvergEx Prime Services LLC (member FINRA/SIPC); Eze Castle Software LLC; RealTick LLC; ConvergEx Solutions LLC, of which Cogent Consulting, ConnEx, Jaywalk and LDB are divisions; ConvergEx Limited in the UK and Australia; and ConvergEx Asia Pacific Limited in Hong Kong. ConvergEx Group, LLC is a subsidiary of ConvergEx Holdings, LLC. Additional information is available at www.convergex.com.