During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.
The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.
Tune in for this thought-provoking discussion!
Guest Speaker | VP and Global Head of Product Management and Solutions Consulting, SS&C Advent
Daniel Eriksson is the Vice President and Global Head of Product Management and Solutions Consulting at SS&C Advent. In this role he focuses on delivering world-class technology and service solutions for the firm’s global advisory, institutional, wealth management and alternative asset management clients.
He joined the firm in 2001. Daniel’s team manages SS&C Advent’s award-winning product suite and ensures SS&C Advent’s solutions meet the needs of its investment management clients across all geographies and industries. Daniel holds a Master’s degree in Business Administration and Finance from Umeå University.
Guest Speaker | Sr. Manager of Solutions and Consulting, SS&C Advent
Tim Duffy is a Sr. 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 | 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.
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.