Traditional boundaries between asset classes are fading. Firms with roots in hedge funds or private equity are now venturing into new territories, including private credit, real estate, venture capital, and infrastructure funds. In this episode, we unpack the drivers of this latest trend and discuss why it's essential for firms to have a holistic investment ecosystem to achieve diversification and growth.
Don't miss these insights that may reshape your investment and technology approach.
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.
Raya Gabry
Sr. Director, Product Management | SS&C Eze
John Berthiaume
Director, Product Management | SS&C Advent
John Berthiaume is a Director on the Geneva Product Management team and is based out of Boston, MA. He graduated from the University of Rhode Island with a BS in Finance. John joined SS&C Advent in 2008 and has previously held roles within the support and relationship management organizations. In his current role, he is focused on working with clients to understand their needs and how we can best address those within the Geneva roadmap.