Recorded Web Seminars
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Demand for life settlements has grown following the crisis as investors seek asset classes that are unaffected by market volatility and offer a strong potential for growth. Advent Software has partnered with Maples to explore the opportunities and challenges this asset class presents. |
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Hedge funds have faced severe challenges over the last couple of years and investors and regulators alike are making increasing demands for greater operational efficiency, transparency and governance.
Advent Software has partnered with Amber Partners to produce a web seminar on operational sound practices that institutional investors look for when allocating to hedge funds. |
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The implications of passively managing margin and financing terms can be costly both in terms of bottom line costs and the efficiency of a funds' operations. Listen to learn more. |
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Focus 1 provides an overview of the upcoming changes such as key dates to ensure compliance, what is "plain English", format for the New Part 2 and impact of public disclosure. In addition, they will also share practical tips on how to get your New Part 2 completed and common themes they have seen in the industry. |
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Join Toni Pinkerton of Maples Fund Services and Tom Zdon of Advent as they discuss the implications of AIFMD and provide practical guidance help your firm prepare. |
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Risk Management is a pain point for most firms in today’s volatile market. Identifying areas that are most vulnerable and taking action to improve procedures are just two ways to tackle this problem. Join us for this web seminar to learn more. |
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Today’s heightened regulatory environment underscores the value of compliance readiness in helping to mitigate risk. Elizabeth Cope and Timothy Simons, a former SEC Chief Compliance Examiner, will showcase industry best practices in front office compliance for investment advisors and hedge funds. View this recording to learn more. |
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If you are experiencing migration and client support issues with your current system, Geneva can help. Geneva has new tools and services for quicker, simpler and less expensive implementations to ease the burden of converting systems. Join us for an overview and demonstration to learn more about Geneva’s cost-efficient solution for firms of all sizes. |
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Join us to learn about Advent’s proven implementation methodology and how we have helped 700 firms in 30 countries make the move to Advent Portfolio Exchange (APX) Advent is one of only a few software firms that employs a standardized implementation methodology. Based on more than 10 years of successful implementations Advent’s proven methodology follows these steps to ensure a successful migration. |
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In this web seminar we identify the challenges organizations face today with regards to managing and/or distributing funds, and suggest cost-efficient ways in which to overcome them through the use of automation. Learn more about global trends in the fund market, and discover solutions for managing your fund operations successfully. |
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Join us for this 45 minute web seminar where guest speaker, Stuart E. Lucas, will share best practices for wealth management reporting. |
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The Emergency Economic Stabilization Act requires custodians to provide cost basis with 1099s as of January 1, 2011. However, this act impacts far more than custodians. Come hear how it affects investment advisors and how Advent is helping to provide a solution. |
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Register to learn why start-ups and smaller firms are increasingly choosing Geneva and benefiting from a simplified implementation from the start. |
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Advent works with thousands of investment management and advisory firms, and based on what they tell us, we see five key trends in reconciliation for 2010. Listen to this recorded web seminar to learn more. |
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View this web seminar to hear perspectives from industry representatives on Cost Basis Legislation and its implications for investment managers.
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Strengthen your research process and sharpen your competitive edge by leveraging a robust, configurable and stable research management solution (RMS). Learn how Tamale RMS supports your unique research processes with workflow tools and templates configured and customized to your needs. Applying technology to your unique research process allows you to manage more ideas more effectively to sharpen your competitive edge. Duration: 34 minutes |
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Join us to get an overview of the new legislation and learn how you can start preparing today. |
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In this half-hour web seminar, survey author Steve Unzicker shares how 360 of your peers weigh in on the high cost of managing the research process and how you can dramatically increase efficiencies is this area. |
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Join us to learn how Advent solutions can help to build stronger client relationships with superior reporting and built-in relationship management tools. |
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Listen to a discussion hosted by Advent Software on “Data Conversion: Best Practices for Compliance and Continuity.” Now more than ever, many firms are considering investing in new technology to reduce risks and control costs. If you are thinking about upgrading or switching systems, understanding data conversion and what it involves will help you make a better informed decision. |
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In a recent industry survey, researchers sought to quantify the impact of research information overload on investment firms. A flood of 360 responses confirmed that research management is indeed a key challenge for many organizations and the results were fascinating. Enroll to learn more. Duration: 37 mins |
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You and your clients can benefit from an integrated technology platform that helps you manage relationships as well as portfolios to preserve and enhance family wealth across generations. We will share the benefits of Advent for Family Offices. Seminar length: 20 minutes |
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The current environment and recent scandals underscore the value of due diligence to mitigate risk. Patricia Watters and Mason Snyder, Co-Founders of Catalina Partners, showcase industry best practices in due diligence to help you: understand the critical factors for due diligence success, explore the keys to risk management and mitigation, and leverage technology to improve due diligence effectiveness and efficiency. Seminar length: 57 minutes
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Money managers today struggle with the volume of information needed to manage their business. Information overload includes management of knowledge, research, contacts and correspondence. Tamale RMS® is designed to help you manage and harvest information more effectively across your firm. Duration: 44 mins |
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To be competitive, you need to manage your practice as effectively as you manage your clients' assets. Join us for this web seminar to learn more about Advent’s solutions for Investment Advisors (Advisory Solutions). Duration: 25 mins |
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Join us on this web seminar to learn more about automated trade order management workflow to reduce errors and costs and the benefits of Moxy integration with third party accounting systems. Seminar length: 30 mins |
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Advent Software, in partnership with Virtus Partners LLC, has developed a new interface for transmitting loan data directly into Geneva. This highly anticipated interface enables clients to automate loan data feeds without having to manually enter data or build integration to other systems. Seminar Length: 56 minutes |
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Find out why hedge funds are increasingly migrating from Axys to Geneva. Join us for this one-hour web seminar to listen to real life testimonies by Trafelet Delta Funds and Ryan Associates, an experienced consulting firm who has engaged in over 20 Axys to Geneva implementations. Seminar length: 43 minutes |
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Join us for this one-hour web seminar where industry specialists from Deloitte will provide their perspective on leading practices for both outsourced and self-administered funds. Seminar length: 53 minutes |
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In today’s competitive world, find out why thousands of hedge fund investment professionals are choosing to adopt technology to manage more ideas, more effectively. Advent’s Tamale RMS® (Research Management Solution) allows you to focus where it counts -- on investing. Seminar Length: 45 minutes |
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You and your clients can benefit from an integrated technology platform that helps you manage relationships as well as portfolios to preserve and enhance family wealth across generations. We will share the benefits of Advent for Family Offices. Seminar length: 22 minutes |
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If you are considering a move to a multi-prime environment or evaluating your current infrastructure to improve efficiency and reduce operational costs, please join us for one hour to learn industry best practices from our guest speakers, Edward Hawthorne, a Partner, and Geoff Cole, a Principal Consultant from the capital markets consulting and technology firm, Capco. Mr. Hawthorne and Mr. Cole will discuss current market trends, important considerations, and leading practices for firms moving to a multi-prime platform and how to optimize your systems for greater efficiency. Capco is a leading global provider of integrated consulting, technology, and transformation services to the financial services industry. Seminar length: 39 minutes |
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