Membership Information

_{ONLINE COMMUNITIES}

As an AITEC member, you will have access to multiple global forums on a wide range of topics. Listen, participate, and ask experienced CTOs and CIOs for their technical opinions on matters important to your organization. Validate the opinions of vendors vis a vis opinions of AITEC members.

_{SELL-SIDE CALLS AND EVENTS}

Sell-Side CIOs/CTOs participate in monthly conference calls on a wide array of topics including infrastructure, cybersecurity, desktop, mobility, FINRA compliance, IT governance, business continuity, trading applications, market data, research publishing, and much more. In addition, Sell-Side leaders attend semi-annual roundtables in New York City.

_{DUE DILIGENCE QUESTIONNAIRE & VENDOR DIRECTORY}

As an AITEC member, you will have access to the AITEC-AIMA DDQ template, widely adopted by AITEC members and global vendors. This detailed questionnaire will allow you to perform vendor due diligence efficiently and methodically using a tool created by experienced technicians at AITEC and AIMA. The DDQ is hosted on various software platforms for automated distribution to your third parties. Members have access to the vendor directory which lists all participating entities that have completed the questionnaire.

_{ACCESS EXCLUSIVE MEMBER DISCOUNTS}

Industry service providers regularly offer discounts to AITEC members on their products and services.

_{PARTICIPATE IN ONLINE COMMUNITIES}

_{ACCESS SURVEY INFORMATION}

AITEC conducts a variety of surveys, including annual technology and compensation surveys for members. In addition, members may ask AITEC to conduct a bespoke member survey on a topic important to their organizations. Recent surveys available to AITEC members include: Security Policies, Staffing Metrics, Hosted VoIP, and Managed Service Providers.

_{ENJOY MEMBER EVENTS}

AITEC routinely organizes member networking and educational events. Most events have been virtual since the pandemic and are open to all members.

_{SELL-SIDE CALLS AND EVENTS}

_{USE OUR DUE DILIGENCE QUESTIONNAIRE (DDQ) AND VENDOR DIRECTORY}

_{ENJOY EXCLUSIVE MEMBER DISCOUNTS}

Industry service providers regularly offer discounts to AITEC members on their products and services.

_{GET INVOLVED VIA THE AITEC GIVES BACK FOUNDATION}

A core value of AITEC is giving back to the greater community. Accordingly, the AITEC Gives Back Foundation, a not-for-profit 501(c)(3) organization established in 2013, has raised over $3.1 million in charitable donations from industry sponsors and individual donations to benefit several veteran and youth projects.

I joined PJT Partners from a large financial firm, and within a month I became part of the AITEC Community. At the bulge bracket firms, you have access to vast resources to provide information and expertise. I was happy to find that AITEC does a terrific job of helping to replicate that experience by acting like an extended technology team. For the problem you are trying to solve, someone in the AITEC community has typically used or done it before and is happy to provide their experience and advice.

Chris Kovel

CTO, PJT Partners

Joining AITEC was one of the most impactful decisions in my career. Being around the best and the brightest helped propel my career to new heights and gave me added confidence that the decisions we were making were the best for our business. A truly exceptional group!

Evan Fire

MANAGING PRINCIPAL & COO, PZENA INVESTMENT MANAGEMENT

JOIN AITEC

AITEC is a community of individuals exchanging information. Often multiple members from the same firm subscribe to the AITEC platform. Membership is available to senior professionals serving technology and operations in the investment industry. All applications are reviewed for eligibility based on firm type and role as outlined below.

The annual membership fee is $1,200. Firms with five or more members are eligible for a Corpoate Member discount.

MEMBER FIRMS INCLUDE:

Buy-side firms: hedge funds, private equity funds, private wealth management, fund of funds, venture capital, family offices
Sell-side firms: investment banks and broker/dealers

MEMBER ROLES INCLUDE:

Technology: CTO, CIO, CISO, Head of Infrastructure, Directory of Technology, IT Manager, Head of Development, etc.
FORC (Finance, Operations, Risk, and Compliance): CFO, COO, CRO, CCO, etc.

JOIN AITEC

_{"Joining AITEC was one of the most impactful decisions in my career. Being around the best and the brightest helped propel my career to new heights and gave me added confidence that the decisions we were making were the best for our business. A truly exceptional group!"}

_{— EVAN FIRE, MANAGING PRINCIPAL & COO, PZENA INVESTMENT MANAGEMENT}