Out with the old, in with the new. The classic 60/40 model is on the decline, and multi-asset and multi-strategy portfolios are stepping into the spotlight. AUM in multi-asset investments have grown from under $2 trillion in 2003 to approximately $16 trillion in 2023. In this episode, host Trent Berry welcomes back Javier Flores, Director of Solutions Management at SS&C Advent. Flores shares insights into the driving forces behind this growing trend, discusses various approaches to managing multi-asset, multi-strategy portfolios and the technology that makes it possible.
Tune in for an engaging conversation about today’s investment strategies and the technology needed to support them.
Speakers
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.
Javier Flores
Director of Solutions Management | SS&C Advent
Javier is a Director of Solutions Management at SS&C Advent, primarily focusing on aligning the Genesis Platform with client requirements. Starting his career at SS&C Advent, Javier dedicated nearly nine years to various capacities, ranging from implementation to pre-sales within the Asset Management Group. This foundational experience set the stage for his subsequent leadership roles, where he consistently demonstrated his ability to innovate and drive growth.
Before rejoining SS&C Advent in his current position, he was the Director, Commercial Lead within BlackRock Solutions' Aladdin Product Team. He was accountable for the commercial development of the Aladdin Data Cloud offering, a role that included maintaining client relationships, identifying new revenue streams, and developing pricing models for both prospective and existing clients. Prior to joining BlackRock, Javier was at other financial technology companies, handling a range of responsibilities, including strategy, pre-sales, and project delivery of a cloud-native open API-based accounting platform. Before Summa, Javier led the Sales Engineering function at Addepar, servicing Family Offices, Wealth\RIA Managers, Endowments, Foundations, and Pensions.