November 18 - 19, 2025
New Orleans, LA
Castle Peak Associates is a leading management consultancy for institutional asset managers seeking to transform their business. Our expertise extends from strategy and solution architecture to system selection, implementation, business process re-engineering and integration. Castle Peak’s consulting team has deep knowledge of systems supporting trade order management, investment accounting, data management, compliance, performance measurement and attribution, financial and regulatory reporting, analytics and business intelligence. We help organizations to transform their existing capabilities, to outsource operations, to bring things back in house, and more importantly, to facilitate sound decision-making for any course chosen. Our consultants have real world experience, provide valuable leadership, ensure a high degree of client collaboration, and employ proven methodologies. Above all we are requirements driven and customer focused. Our clients include pension funds, insurance companies, asset managers, mutual funds and banks. They invest in fixed income, structured products, private credit, alternative investments, real estate, derivatives and equities. More importantly, our clients will tell you why they use Castle Peak as a trusted consulting partner. Ask us how we can help.