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.
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.
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.
Host | Associate Solutions Consultant, Black Diamond, SS&C Advent
Jasmin Conner is an Associate Solutions Consultant for Black Diamond, an SS&C Advent company. She takes a great deal of pride in working with SS&C clients and prospects to understand their unique needs, tailor specific solutions around those needs and educate firms on the award-winning Black Diamond offerings to help firms successfully grow their business.
In her spare time she most enjoys spending time with her family, gardening/collecting plants, volunteering within her community, and boxing. A New Jersey native, now based out of the great city of Jacksonville, Florida Jasmin also supports her family’s business.
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.