FundCount Client Conference

February 28, 2024
Available: 30 seats
Room 1 :
Room 1 :
* Please select all required fields to proceed to the next step.

Proceed Booking

Save To Wish List

Adding item to wishlist requires an account

Availability : Feb 28 - Mar 1, 2024
Cancun, Mexico
Event Summary

Much-awaited FundCount Client Conference is happening in Cancun, Mexico, from February 28 to March 1, 2024. 

It’s the first-ever big conference that FundCount holds for its clients, focusing on Family Offices, Asset Managers, Hedge Funds, Fund Administrators, and Private Equity firms.

The conference will touch on such topics as Effective Data Integrations, Streamlining Reconciliation, AI for investment management and reporting, as well as vertical-specific issues like compliance tracking, investor communications, governance, consolidated reporting, FATCA/CRS, KYC/AML, managing Crypto, etc.

Join us for fancy welcome drinks on the first day. On the second day, prepare for an informative conference with expert sessions to keep you updated on the industry. The third day is time to head back home or enjoy Cancun’s beauty at your own pace.


The conference will take place at Secrets The Vine Cancun Hotel.

The conference venue balances modern style and practical design for our engaging sessions and networking.

The accommodation is all-inclusive, with comfortable rooms and stunning views of the Caribbean Sea.


USD 1,140 per person in single room

USD 630 per person in double room

This fee includes:

  • Full participation in the enriching conference with coffee breaks
  • Access to the welcome drinks party
  • All-inclusive two-night accommodation in single or double rooms
  • All meals are covered

The provided program is currently under approval and will be supplemented with additional details. However, please note that the dates for each event are confirmed. We recommend checking back for the finalized and comprehensive program as the event approaches. Stay tuned for more exciting updates!

Day 1. Welcome Day

Welcome drinks party: Get ready to mingle and enjoy a delightful evening with fellow attendees.

Day 2. Conference Day

Expert sessions, panel discussions, Q&A sessions, and networking with refreshing coffee breaks.

Universal Sessions

  • Effective data integration
  • Workflow generation
  • Streamlining reconciliation
  • Managing crypto
  • Effective implementation
  • AI for reporting
  • Partner data aggregation

Family Office/Asset Manager/Private Equity Stream

  • Compliance tracking
  • Investor portals
  • FundCount and Family Governance
  • Multi-asset consolidated reporting

Fund Administration/Hedge Fund Stream

  • Reporting as a revenue stream
  • Effective client onboarding
  • Transfer agency

Day 3. Free Day

Time to head back home. Alternatively, feel free to extend your stay so you can enjoy your leisure time exploring Cancun at your own pace.

Proceed Booking