Advent Hosts Roadshow for Canadian Investment Community on 2014 Economic Outlook

Advent Hosts Roadshow for Canadian Investment Community on 2014 Economic Outlook

Appoints New Director of Business Development to Support Growth in Canada

SAN FRANCISCO, TORONTO, and VANCOUVER – OCTOBER 31, 2013 – Advent Software, Inc. (NASDAQ: ADVS), a leading provider of software and services for the global investment management industry, today announced the company will host an educational roadshow – “Risk, Recovery, Rebalancing: What’s Next for Global Growth & Canada’s Economic Prospects for 2014” – for the Canadian investment community. The first event will be held in Toronto on Wednesday, November 6th, followed by an event in Vancouver on Thursday, November 21st.

Presenters include the acclaimed economist Joseph Lake of the Economist Intelligence Unit (EIU), who will address the Canadian and global economic outlook for 2014, and the implications for Canadian investment managers. The program will also address the impact and challenges of regulatory compliance, as well as review the findings of a new study on how investors choose hedge funds and the common mistakes made by fund managers.

“We are excited to gather with local investment professionals to discuss the challenges and opportunities in the Canadian market and to share Advent’s intelligence on key issues facing investment managers,” said Chris Momsen, Executive Vice President for Sales and Solution Management, Advent Software. “We’re particularly excited to have Joseph Lake as our keynote speaker to offer his unique views on the global economy and the potential implications for the Canadian investment community.”

Advent’s world-class investment management systems are used by more than 60 Canadian asset managers, hedge funds, prime brokers and family offices, including Connor, Clark & Lunn Financial Group and Mawer Investment Management Ltd.

As part of Advent’s commitment to growth in the Canadian market, the company has appointed Lorne Whitmore as the Director of Business Development for Canada, responsible for client relationships and market advocacy in the country. Mr. Whitmore comes to Advent from Halogen Software, where he served as director of sales and relationship management. Prior to that, he spent 15 years with Princeton Financial Systems, including roles in sales, relationship management, and general management. He held national, regional and global responsibilities during his thirteen years in Canada and two years in the Asia Pacific region. “Lorne will spearhead Advent’s efforts to deepen our relationships and grow our roster of clients in Canada,” said Momsen. "His extensive industry background and local ties will help strengthen and build Advent’s presence in the country. We’re excited to welcome Lorne to the Advent team.”

To register for the events, please click on the links below or contact

Click here to register for the Toronto event on November 6th
Click here to register for the Vancouver event on November 21st

About Advent
Over the last 30 years of industry change, our core mission to help our clients focus on their unique strategies and deliver exceptional investor service has never wavered. With unparalleled precision and ahead-of-the-curve solutions, we've helped over 4,400 firms in nearly 60 countries — from established global institutions to small start-up practices — to grow their business and thrive. Advent technology helps firms minimize risk, work together seamlessly, and discover new opportunities in a constantly evolving world. Together with our clients, we are shaping the future of investment management. For more information on Advent products visit

The Advent logo and the Advent Logo Composite mark are marks of Advent Software, Inc. All other company names or marks mentioned herein are those of their respective owners.

Amanda Diamondstein-Cieplinska
Advent Software, Inc.
(415) 645-1668