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.
We discuss the evolution of trading, how the landscape has fundamentally shifted, and the current market trends shaping the future.
Don't miss out on this discussion about what's next for trading and investment management, and exciting innovations that are set to revolutionize investment firm experiences.
Speakers
Frank Matarese
Managing Director, Product Management, SS&C Eze
Frank joined SS&C Eze in June 2019 and oversees R&D for Eze Investment Suite, including its flagship product, Eze OMS. In this role, he leads strategic planning and execution of the OMS product roadmap, covering portfolio modeling and analytics, trading and order management, compliance, and operations. Frank came to Eze with over 25 years of financial industry experience, including five years at State Street overseeing front, middle, and back-office products and building an indicative NAV system. Prior to his work at State Street, Frank served as Director of Product Management at Charles River, responsible for building and launching their alternative trading system ‘CREX.’ In addition to his experience on the buy side, Frank has also spent time on the sell side with Lava Trading as the Vice President of OMS Product Management, OMX Group, and Instinet.
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.