Are you curious to learn how AI is shaping the financial industry? Whether you're fascinated by the potential of AI, eager to learn future initiatives, or concerned about data quality or control, this episode is a must-listen.
Guest Speaker:
Jaci Stanton | Managing Director, F2 Strategy
Prakash Kanchinadam | Vice President, Engineering, SS&C
Tune into our latest episode as we trace the journey of order creation and execution technology from simple tools for tracking phone orders to becoming the indispensable cornerstone for the front office they are today.
Guest Speaker:
Frank Matarese | Managing Director, Product Management, SS&C Eze
Are you prepared for the T+1 deadline on May 28, 2024? Listen to this episode to learn how T+1 is impacting our clients. The discussion covers everything from automation and operations to timestamps and third-party reliance.
Guest Speaker:
Paul Thomas | Sr. Relationship Manager, SS&C Advent
Tune in to hear the story of how a thirty-billion-dollar buyout of Caesars Entertainment turned into unprecedented bankruptcy of the gaming empire.
Guest Speaker:
Sujeet Indap | Wall Street Editor, Financial Times | Co-author of The Caesars Palace Coup: A Billionaire Brawl Over the Famous Casino
Please tune in to our latest podcast episode, where experts discuss the essentiality of regulatory compliance in the ever-changing financial landscape. Gain valuable insights into electronic communication surveillance, active versus passive compliance strategies, and effective risk management tools for financial advisors.
Guest Speaker:
Martin Orbach | Vice President, Regulatory & Analytic Solutions, SS&C RCI
Kyle Fleming | Senior Manager, Product Management, SS&C Advent
Join a thought-provoking conversation on the future of investment management. The discussion covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.
Guest Speaker:
Daniel Erickson | VP and Global Head of Product Management and Solutions Consulting, SS&C Advent
Tim Duffy | Sr. Manager of Solutions and Consulting. SS&C Advent
Tune in for an insightful episode where we discuss the latest trends and developments in the investment management space with SS&C Advent’s SVPs and Co-General Managers, Karen Geiger and Steve Leivent.
Guest Speaker:
Karen Geiger | SVP and Co-General Manager, SS&C Advent
Steve Leivent | SVP and Co-General Manager, SS&C Advent
Join Aani Nerlekar and Steve Sulecki as they chat with our Tech It Up hosts about SS&C Loan Data. Learn how SS&C Advent is shaking up the world of private credit.
Guest Speaker:
Aani Nerlekar | Sr. Director, Solutions Consulting and Management, SS&C Advent
Steve Sulecki | Director of Product Management, SS&C Advent
Join Brant Snyder and Niamh Kerrigan as they chat with our hosts about the October Geneva release in this special episode. Learn how SS&C Advent is elevating the user-experience and leveraging new technology to streamline workflows, eliminate manual steps, and deliver an efficient experience.
Guest Speaker:
Brant Snyder | Director, Product Management, SS&C Advent
Niamh Kerrigan | Relationship Manager Director, SS&C Advent
Institutional Investor's Custom Research Lab surveyed 150 investment management professionals to understand their most pressing challenges and their likely approaches to addressing them. Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.
Guest Speaker:
Tim Duffy | Sr. Manager, Solutions Consulting, SS&C Advent
Sam Knox | Managing Director, Institutional Investor Research, Institutional Investor
During the episode, Karen Barr, the President & CEO of IAA, provides insights on a variety of topics affecting investment firms, including T+1, Outsourcing Due Diligence, Custody Rule, and more, as well as her thoughts on current trends in the industry.
Guest Speaker:
Karen Barr | President & CEO, Investment Adviser Association (IAA)
In this episode, Bree Pollard, Director at the ACA Group, shares practical advice on navigating the 2023 SEC Exam Priorities.
Guest Speaker:
Breanna Pollard | Director, ACA Performance Services
Experts advise on how having the right technology in place for scaling financial planning and insurance and annuities help advisors create a holistic wealth management experience for their clients.
Guest Speaker:
Kyle Fleming | Sr. Manager, Product Development, SS&C Advent
Ted Denbow | VP & Head of Sales, RightCapital
Ross McGoodwin | Regional VP of Member Success, DPL Financial Partners
Just as technology solutions must evolve to meet investment managers’ changing needs, so must their developers.
Guest Speaker:
Alison Dooher | Managing Director, Digital Advisor Solutions, Schwab
Rita Chiu | VP, Product Management, SS&C Advent
Purpose-driven growth and innovation are the backbones of SS&C Advent.
Guest Speaker:
Karen Geiger | SVP and Co-General Manager, SS&C Advent
Steve Leivent | SVP and Co-General Manager, SS&C Advent
Don’t let the growing demand to bring ESG data into your customization strategies be a burden.
Guest Speaker:
Mira Vasani | Global Wealth Technology Practice Lead, Morningstar Sustainalytics
Outsourcing is no longer one size fits all. The right outsourcing partner is willing to adapt and work with your firm’s unique business needs.
Guest Speaker:
Al Castillo | VP, Solutions Management, SS&C Advent Managed Services
Glenn D. Warden | Chief Information Officer, Bahl & Gaynor
On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.
Guest Speaker:
Michael Kitces | Chief Financial Planning Nerd, Kitces.com
It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
Guest Speaker:
Stephanie Wemusa | Director of Equity Diversity and Inclusivity, Mindbody
Gone are the days of investing in complex, expensive annuities with hefty commissions.
Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners
In the Fintech industry, it's estimated women represent only 30% of the workforce.
Guest Speakers:
Jennifer Kirksey | Managing Director, WealthOps , Tolleson
Melissa Gilbertson | Assistant Vice President, IT and Trading Ops Manager, Mairs & Power
Marketing to new investors and retaining the old doesn't take two different marketing approaches. Let's chat on adapting to digital.
Guest Speaker:
April Rudin | Founder and CEO, The Rudin Group
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
Guest Speakers:
Zachary Dan | CEO, Act Analytics
Elgin Chau | Head of ESG Ratings, Act Analytics
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
Guest Speaker:
Matt McGowan | Director of Channel Alliances, Riskalyze
Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.