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#32: Starting Up Right: Accounting Must Haves

Are you tracking investments in spreadsheets or starting out with limited accounting and reporting software?

Tune in to our latest Tech It Up episode, where we discuss the challenges startups and emerging funds face building out their investment operation from a back-office perspective. Together we discuss how a patchwork of disparate systems cobbled together can lead to operational inefficiencies, data inconsistencies, and increased operating expenses.

Join us as Aani Nerlekar, Vice President of Solutions Management & Sales Engineering at SS&C, and Stephen Ruane, Senior Director of Product Management at SS&C walk through some of the essential back-office considerations to help you avoid operational pitfalls, gain competitive footing in the industry, and build a scalable platform for long-term growth.

Speakers

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Aani Nerlekar

Guest Speaker | VP, Solutions Management & Sales Engineering, SS&C Advent

Aani joined SS&C Advent in 2011 and is based in San Francisco. He brings a wealth of hands-on experience to the team, working closely with prospects and clients in understanding their business needs, as well as functional and technical requirements around the front, middle, and back office. Aani is responsible for solutions management and strategy for the alternatives market, and works with product management to define product strategy and roadmap.

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Stephen Ruane

Guest Speaker | Sr. Director of Product Management, SS&C Eze

For over 18 years, Stephen has been an integral part of product development and quality assurance efforts for SS&C’s Eze technology. Stephen has served in several product management leadership roles. Today, as a senior director of product management, Stephen plays a pivotal role in engaging with key stakeholders and cross-functional teams to shape and execute the product roadmap for Eze Eclipse, driving continuous improvement to meet evolving user and market needs. Before his work in product management, Stephen served as director of quality assurance, leading a team of QA analysts and overseeing hardware, software, and network operations for solution testing. Stephen holds a Bachelor of Arts in Economics and a minor in environmental studies from the College of the Holy Cross.

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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.

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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.