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

With the emergence of easily accessible trading platforms and robo-advisors, there’s no question that investment managers are navigating a complex and evolving ecosystem. Firms must make strategic decisions to stay competitive and provide the most value to their clients. Given this, firms are evaluating:

  • How can I attract and retain investors?
  • Which accounts and segments should I pursue?
  • What services should I offer?
  • What technology do I need?

To assist our clients in answering these questions, SS&C Advent partnered with Institutional Investor to survey the investment management community.

Tune into this episode of Tech It Up, as we dive into the report findings and the future of investment management.


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Sam Knox

Guest Speaker | Managing Director, Institutional Investor Research, Institutional Investor

Sam Knox is the Managing Director of the Custom Research Lab at Institutional Investor LLC, a leading business-to-business publisher focused on international finance. He is responsible for the development of customized research content and new products for II’s clients, collaboration with II’s sales and operations teams, and general management responsibilities.

Sam has a Master of Business Administration from the Yale School of Management, where he was a lead editor on the Yale Journal on Regulation, and a Bachelor of Arts in history from New York University.

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Tim Duffy

Guest Speaker | Sr. Manager, Solutions Consulting, SS&C Advent

Tim Duffy is a Solutions Manager at SS&C Advent. In this role, Tim primarily focuses on aligning Advent’s cloud solutions with client requirements. He joined the firm in 2021 having previously worked at several investment management and financial technology companies. Tim earned a dual degree in Economics and Sociology at the University of Massachusetts - Amherst.

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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.