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#22: The Caesars Palace Coup: A Billionaire Brawl Over the Famous Casino

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

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#21: Finding Balance - Compliance in the Wealth Management Industry

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

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#20: Uncovering Growth Opportunities in Investment Management

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

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#19: Innovations and Strategies Shaping our Investment Community

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

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#18: Time to End the Paper Chase | Investing in Loans

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

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#17: Future Proofing Your Business | October Geneva Release

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

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#16: The Search for Scalable Growth in a Complex Market

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

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#15: Navigating SEC Regulations, Compliance, and Trends in Investment Management

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)

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#14: SEC Marketing Rules: Insights from an SEC Exam Expert

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

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#13: Insights on Providing Holistic Financial Advice in Wealth Management

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

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#12: The New Era of Product Development

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

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#11: Powered by Purpose: Full Speed Ahead

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

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#10: Challenges, Performance, and Opportunity: The Evolving Story of ESG Investing

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

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#9: Managed Services: Not One Size Fits All

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

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#8: The Expanding Wealth Tech Universe: No longer a tiny sliver in the technology universe

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

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#7: Is Diversity and Inclusion Key to Attracting Talent and New Business?

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

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#6: Commission-Free Annuities - A Game Changer

Gone are the days of investing in complex, expensive annuities with hefty commissions.

Guest Speaker:
David Lau | Founder & CEO, DPL Financial Partners

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#5 Women in Fintech

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

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#4 Marketing to New Investors & Retaining the Old

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

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#3 U.S. Wealth Advisors ESG Investing: New Investors are Walking the Walk

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

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#2 G1 vs G2 Advisors Selling Strategies and Technology

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

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#1 Tech it Up: Introduction

Welcome to our SS&C Advent Podcast, covering a wide range of financial technology trends and topics. Let's get started.

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