2025 was a year of transformation for the investment management industry, and we were here for all of it. In this special recap episode, Trent Berry and Jasmin Conner revisit the most impactful conversations from the past year. You’ll hear highlights from the expert voices who joined Tech It Up and shared their insights on the trends and strategies shaping the investment management industry.
Packed with actionable takeaways, this is your quick guide to what mattered in 2025 and what’s next in 2026.
Every clip in this episode comes from a full-length conversation packed with insights from experts. You can listen to the complete episodes here:
• AI Everywhere: What’s Real, What’s Not, and What Works with Alex Schlesinger
• Bells and Whistleblowers: Compliance, AML/KYC, and Insider Trading with Sara Raisner
• The Rise of SMAs: Why Investors Are Making the Shift with Tim Duffy
• Embracing Multi-Asset, Multi-Strategy Portfolios with Javier Flores
• The Art & Science of Measuring Private Equity Performance with Mark Elliot
• Inside the Data: Pressures and Priorities Driving Investment Management Technology Decisions with Sam Knox
• From Evaluation to Implementation: The Dos and Don’ts for Selecting a Technology Vendor with Jonathan Balkin
Speakers
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.
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.