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
Registration is now closed. Watch the roundtable discussion.
|
|
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. |
Transformation is underway that will set the course of the industry for the next decade. Download an in-depth look at how trends in outsourcing, data, and technology are changing priorities for operational leaders and setting the stage for transformation.
Rising demand for alternative investments is driving private equity firms to prioritize data and optimize their operations. Our whitepaper, in collaboration with IQ-EQ, provides vital insights on how asset managers are exploring innovative tools to transform their businesses.
