Virtual Roundtable: Outlook for 2021


    Join us for a roundtable discussion of the top trends that we think will shape our industry in 2021.

    We will cover lessons learned on the ground in 2020, hot topics among the world’s leading asset managers, and next generation ideas for smarter operations. Our panelists will weigh in on questions like: what does the future of front-to-back services looks like? How can asset managers move beyond a data warehouse approach to consolidate enterprise data? Are economies of scale changing the way we think about technology integration? Join us as we discuss these topics and more.

    Date: Thursday, February 11
    Time: 12 PM ET - 1 PM ET
    Register: In the form below or here



    Jenny Mynahan, Director of Business Development, Citisoft

    Jenny has 20 years of experience in buy-side investment management operations and technology. She has been involved in front, middle and back office initiatives across a diverse set of clients including hedge fund managers, institutional asset managers, retail asset managers, insurance companies and service providers and has specific expertise in outsourcing transition and middle office operations.



    Paul Migliore, CEO Citisoft

    Paul has 30 years of experience providing investment management systems and operations consulting services to investment management firms, mutual fund complexes, and insurance companies. He has extensive business and systems expertise in portfolio management, investment accounting, fund accounting, and financial reporting. Prior to joining Citisoft, Paul was a Partner in IBM’s US Investment Management Practice.



    Tom Secaur, COO, Citisoft

    Tom has been instrumental in the rapid growth of Citisoft’s investment management consulting brand over the past decade and has responsibility for corporate functions including business development, operations, client relationship management and practice development. During his tenure with Citisoft, Tom has managed operations and technology transformations ranging from strategic initiatives to evaluation/selection projects and implementation programs.



    David Bates, Managing Partner, Citisoft 

    David is Managing Partner of Citisoft's North America business and part of the executive management team responsible for Citisoft’s operations. He has a long track record of developing operational and technology strategies and leading complex transformation initiatives. David has experience working with investment firms, asset owners, hedge funds, and insurance firms with a focus on aligning technical and operating capabilities to business objectives.



    Ben Keeler, Managing Director, Citisoft

    Ben Keeler is a Managing Director with over 20 years of experience consulting, developing research, and providing client service for the investment management industry. Ben is an experienced program and client relationship manager and is a recognized industry leader on topics including technology strategy, operating models, investment operations outsourcing, and data management.



    Register to attend