Powering Possibilities

Navigating the Future of CECL: A Conversation with SS&C EVOLV

SS&C — Thu, 24 Jul 2025 19:21:00 +0000

In this podcast, Angel Oak’s Adam Beeler and SS&C EVOLV’s Theresa Meawad discuss how insurers are tackling the challenges of CECL accounting amid a volatile credit environment. They highlight strategies for building scalable, auditable credit loss models and meeting evolving regulatory demands.

For more information:

One SS&C Australia

SS&C — Thu, 10 Apr 2025 14:01:14 +0000

Interviewer: Enrique Gonzalez, Head of SS&C GlobeOp, Australia and New Zealand

Interviewee: Bhagesh Malde, Global Head of SS&C GlobeOp

Interview qus:

Why is Australia a strategic piece for SS&C’s business expansion? How crucial is technology for SS&C in delivering offerings within the Australian market? What role does innovation play in SS&C's strategy for Australia and New Zealand? Given Australia's distance from the rest of the world, how does SS&C's global presence enhance its offerings here and create a local feel? How large is SS&C's presence in Australia, and how many staff members do you have locally?

Angel Oak and SS&C Discuss Insurance Company Demand for Residential Loans

SS&C — Tue, 07 May 2024 18:00:00 +0000

Members of Angel Oak’s Institutional Client Group sat down with technology solutions provider SS&C Technologies to discuss the ongoing demand from insurance companies that want to add residential loans to their investment portfolios.

Changing Fund Administrator Is Easier Than You Think

SS&C — Fri, 12 May 2023 14:30:00 +0000

Some investors may that they’ve outgrown their fund administrator, but feel the decision to change to a new fund administrator can be a daunting one. Listen to SS&C's Celia Choh discuss with NT Asset's Marayart Teeratomorn about their own recent conversion experience and how the right fund administrator with a modern, scalable technology infrastructure and a capable team can make your transition seamless and painless.

Trends in Performance Measurement & Reporting

SS&C — Fri, 28 Apr 2023 19:00:00 +0000

Evaluate and enhance your investment strategies with timely and accurate investment performance measurement and reporting. In this podcast, SS&C Managing Director Julian Webb discusses how technology and services are helping to meet today’s performance and reporting expectations, such as:

Reduced turnaround time
Operational efficiency
Customized output and reporting
Compelling digital experiences

Find out how SS&C can help service your investment performance and reporting.

Benefits of Digital Reporting Tools

SS&C — Fri, 14 Apr 2023 15:30:00 +0000

Provide your clients with a compelling user experience and enhance your reporting activities with today’s digital tools. SS&C Director Mike Kendall outlines how and why, with insights gained from his role as head of client communications solutions. Topics include:

Gaining process automation and customization
Providing consistency, segmentation and self-service
Meeting the unique needs of institutional and wealth managers, respectively
Scoping the digital transformation journey

Find out how SS&C Vision FI can help you design, produce and distribute high-quality print and digital client communications at scale.

Opportunities for North American Managers in European Fund Structures - Part 2

SS&C — Tue, 04 Apr 2023 15:15:00 +0000

In part 2 of this series, SS&C’s Johnine Kilgallon continues the conversation with colleagues Colin Haggart and Adrian Beattie, Nicola Cowman (Carne Group) and Arun Neelamkavil (Independent Fund Consultant) about the types of European fund structures available to North American Managers.

This final episode looks at the similarities to structures already familiar to North American Managers and the options of fund domicile and their various nuances that are available in Europe.

Episode one can be found here.

Expert Insight into the VCC Structure in Singapore

SS&C — Wed, 22 Mar 2023 13:45:00 +0000

Listen to our podcast with SS&C’s Phil Chu and guests Martin O'Regan, Founder and Managing Director, Solas and Billie-Jo Dixon, Practice Lead, Bovill, as we discuss the genesis of the VCC, where it stands today, and things to consider if you're considering applying for a VCC, and more...

Opportunities for North American Managers in European Fund Structures - Part 1

SS&C — Mon, 20 Mar 2023 16:45:00 +0000

Our panel of experts discuss the European alternative fund landscape and why North American Managers are expanding into this market including addressing current hot topics and ways to establish a presence in Europe. The panel delve into various distribution channels and the parties required to be a success in Europe.

Links mentioned in this episode:

https://www.ssctech.com/contact-sales

Best Practices in Investment Performance Measurement

SS&C — Fri, 27 Jan 2023 16:45:00 +0000

Mark Elliott, Director of Performance Measurement & Attribution Solutions at SS&C, shares his insights on ways to elevate performance measurement and attribution in this podcast. The 20-year veteran expert discusses our client profile, the common performance measurement challenges they face, and best practices to resolve those challenges.

Handling the onslaught of data amidst accuracy and timeliness demands
Moving from reactive, laborious processes to real value-adding activity
Tailoring performance attribution to your firm’s distinctiveness
Communicating with and enabling stakeholders

For more information, visit https://www.ssctech.com/solutions/products-a-to-z/sylvan.

SS&C Middle Office series - Treasury Management

SS&C — Wed, 24 Aug 2022 14:00:00 +0000

Our latest Middle Office Podcast Lee Burchell interviews Jon Anderson to learn more about our Treasury Management platform and the benefits it brings to clients.

Links mentioned in this episode:

SS&C Middle Office series - Trade Matching and Settlement

SS&C — Tue, 23 Aug 2022 13:00:00 +0000

Listen to the latest episode of our Middle Office series where Ken Turchin (Business Development) interviews Parthiv Patel on our Trade Matching and Settlement service.

Links mentioned in this episode:

SS&C Middle Office series - UMR

SS&C — Thu, 18 Aug 2022 13:05:00 +0000

Listen to our latest episode in our Middle Office Series to understand the UMR changes that are happening and what you need to do to prepare for these by September 1.

Links mentioned in this episode:

SS&C Middle Office series - Reconciliation

SS&C — Tue, 16 Aug 2022 15:00:00 +0000

Listen to the first episode in of our Middle Office podcast focusing on Reconciliation. Bill Bormann, (Director - Business Development at SS&C) interviews Marcella Crossman (Director, Middle Office) to discuss all things reconciliation and how SS&C can help you.

Links mentioned in this episode:

Mark Voumard - Gordian Capital - GlobeOp EZE

SS&C — Fri, 02 Sep 2022 20:31:00 +0000

Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running smoothly and ready to start growing. One option to launch quickly is to partner with a front-to-back solution, but how do you choose the right provider for your needs?

Let's Talk Insurtech: James Bilham, Chief Executive Officer and Founder, Verius Risk

SS&C — Fri, 04 Feb 2022 23:19:00 +0000

In the ninth episode in the series, SS&C's Scott Holmes talks with James Bilham, Chief Executive Officer and Founder, Verius Risk, to discuss a range of topics related to digital transformation, technology and innovation, including:

• New challenges in fighting fraud • The need for data transparency • The opportunity for insurers in the upcoming year • How data can be used to build trust • How insurers can identify fraud more easily

Keynote Closing Conversation Roadmap to 20 trillion, Can Alternatives Continue the Long March Global Closing Remarks

SS&C — Fri, 21 Jan 2022 15:26:19 +0000

With many economies hoping to roar back to life, how will the alternatives industry evolve? What will the next 18 months bring, and how can we improve performance in the future?

Private Equity in a Post Covid 19 World

SS&C — Fri, 21 Jan 2022 15:24:17 +0000

Having rebounded impressively during the beginning of the COVID-19 pandemic, private equity firms stand ready to lead the global recovery through their expertise and value-creating capabilities. How are leading fund managers taking the offensive amidst the recovery? How are they working alongside existing portfolio companies to create value in an ever-changing world?

Keynote Conversation The Future of Alternatives How Allocators Are Charting a New Course

SS&C — Fri, 21 Jan 2022 15:20:37 +0000

As fixed income continues to underperform and risks for a major equities correction seemingly rise by the day, the future of alternative investments is more important than ever. The path has never been easy, but the stakes are getting higher. In this session, our expert panel of influential allocators share their thoughts on the future of alternative investing.

Global Opening Remarks New Directions in Investor Onboarding

SS&C — Fri, 21 Jan 2022 15:12:05 +0000

This overview explains how streamlining fundraising and the digital investor onboarding process helps fund managers commit capital quicker while establishing a foundation for a successful long-term relationship between fund managers and investors.

The Evolving Role of Continuation Funds and Secondary Markets

SS&C — Fri, 21 Jan 2022 15:05:49 +0000

In 2022, will secondary markets become more prevalent for allocators? Will portfolio companies continue growth trends despite expectations?

Global Private Market Investing New Directions for GPs

SS&C — Fri, 21 Jan 2022 14:23:25 +0000

Which strategies, sectors and regions are delivering competitive returns? Where will private equity (PE) firms look next? While PE continues its march alongside bullish U.S. equities, high valuations, regulatory changes, SPACs and the impacts of disruptive technologies, how are credit, private equity and Real Estate investors positioning private capital portfolios for growth? Our private markets session assesses the value and threat posed by surging inflow, the increasing preference for co-investment as well as perspective on how the asset class is repositioning itself.

New Directions in LATAM How Is the Post-Pandemic World Shaping Investment Opportunities

SS&C — Fri, 21 Jan 2022 14:08:36 +0000

Emerging markets have look been an important diversification opportunity for investors. How has the pandemic impacted the appetite for emerging markets and what does the future hold for this important asset class?

Digital Transformation Practical Steps in Improving the New Way of Doing Business

SS&C — Thu, 20 Jan 2022 22:07:49 +0000

In a digitizing world, how are increasing complexities in underwriting being managed? In this session, our experts discuss how the digitization of the alternative investments industry is creating an opportunity for change and profitability.

Real Estate New Opportunities and How has the Pandemic Reshaped Global Markets

SS&C — Thu, 20 Jan 2022 21:15:13 +0000

Where are the best places to be investing in Real Estate? Is the secondary market still appealing, or is the gateway city making a comeback? Has the office market changed forever? Will Industrials maintain their pandemic strength? Our experts discuss the best opportunities and detail the key factors to consider in this vital asset class.

Why a New Direction in ESG Is More Vital Now Than Ever

SS&C — Tue, 18 Jan 2022 22:04:11 +0000

ESG and socially responsible investing has been profoundly impacted by the COVID-19 pandemic as investors are now forced to take a more granular view of non-financial risk exposures. This includes the examination of corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. However, a universally accepted approach to ESG methodology, measurement, benchmarking, and reporting has still not been established. As a result, there are still few safeguards to prevent greenwashing and other forms of disinformation. In a post-COVID world, how are capital allocators and fund managers working to establish industry standards for ESG? Furthermore, how are investors prioritizing ESG factors in the investment process across asset classes?

Next Generation ESG Investing and How Clean Energy is Revolutionizing the Investment Landscape

SS&C — Tue, 18 Jan 2022 22:01:19 +0000

Asia Pacific has made strides in its focus on clean energy and renewables. China is now the world's leading country in electricity production from renewable energy sources. Singapore recently unveiled its Green Plan 2030, and emerging economies are turning to renewable energy after generational reliance on fossil fuels. This panel discussion examines corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. Our experts share how capital allocators and fund managers are working to establish industry standards for ESG and how clean energy investments are set to reshape the industry.

Outsourced Fund Administration A New Direction for Funds

SS&C — Tue, 18 Jan 2022 21:37:46 +0000

As firms bring on more funds, they see the advantages of outsourcing. But where do you start? What are the key aspects to be aware of when using this model? In this session, our experts provide a detailed overview on how to transition to an outsourced model, challenges and common mistakes to avoid.

New Directions and Fundraising Outlook

SS&C — Tue, 18 Jan 2022 20:58:59 +0000

It has been a unique and challenging period for emerging managers. Fundraising efforts have been stymied by the pandemic. The safe havens provided by the larger investment houses have dominated allocations. What is the market looking like now? Is the changing global economy and market dynamic opening the door for a new breed of managers to help quench the never-ending thirst for investment diversification? A panel of experts discuss the future path for emerging managers.

A New Direction for Fundraising in LATAM

SS&C — Tue, 18 Jan 2022 15:59:34 +0000

The pandemic sent a shock wave through traditional fundraising efforts. In the blink of an eye, an established process and strategy all changed. But are these changes long-lasting? In this session, we focus on the LATAM fundraising scene and hear from some of the largest and most successful fundraisers in the region.

Let's Talk Insurtech: Richard Marsden, UK&I Director, FinChatBot

SS&C — Tue, 16 Nov 2021 06:00:00 +0000

In the eighth episode in the series, SS&C’s Scott Holmes talks with Richard Marsden, UK&I Director, FinChatBot, to discuss a range of topics related to digital transformation, technology and innovation, including:

• What drives insurers to digitize. • Expected solutions in digital transformations. • Areas insurers have prioritized for digitization. • Key challenges insurers face with digitization. • Digitization of the customer journey enables insurers to optimize cross-selling.

Let's Talk Insurtech: Carla Jordan, Chief Financial Officer, Emerald Risk Transfer

SS&C — Mon, 15 Nov 2021 06:57:00 +0000

In the seventh episode in the series, SS&C’s Scott Holmes talks with Carla Jordan, Chief Financial Officer, Emerald Risk Transfer, to discuss a range of topics related to digital transformation, technology and innovation, including:

• The growing need for digitizing documentation. • The hybrid work model in South Africa. • How insurers are adapting to new conditions post-pandemic. • The future of the insurer-broker engagement. • How data is helping insurers mitigate risk and underwrite in the new normal.

Let's Talk Insurance: Richard Jeffery, Chief Executive Officer, ActiveOps

SS&C — Sat, 06 Nov 2021 13:20:00 +0000

In the sixth episode in the series, SS&C’s Scott Holmes talks with Richard Jeffery, Group Chief Executive Officer, ActiveOps, to discuss a range of topics related to digital transformation, technology and innovation, including:

• The challenges to hybrid work environments. • Resource management. • Versatile target operating models. • How insurers can utilize technology to enable hybrid work. • Efficiency gains through data and tech.

Let's Talk Insurtech: Maureen Breslin, Head of Customer Services and Operations, New Ireland Assurance

SS&C — Thu, 04 Nov 2021 05:00:00 +0000

In the fifth episode in the series, SS&C’s Scott Holmes talks with Maureen Breslin, Head of Customer Services and Operations, New Ireland Assurance, on a range of topics related to digital transformation, technology and innovation, including:

• The Pandemic: A digital transformation accelerator? • Busting the WFH myth. • How people management has changed. • The sophisticated application of automation. • Going paperless. • Using data to help drive operations.

Let's Talk Insurance: Rakesh Krishnan, Director, Meru Consulting

SS&C — Thu, 28 Oct 2021 05:00:00 +0000

In the fourth episode in the series, SS&C’s Scott Holmes talks with Rakesh Krishnan, Director, Meru Consulting, to discuss a range of topics related to digital transformation, technology and innovation, including:

• The speed of adaptation. • Areas that have needed to change the most in the new normal. • How digital transformation projects run in a virtual world. • How insurers can best prepare for a digital transformation project.

Let's Talk Insurance: Michael Keating, Chief Executive Officer, Managing General Agents' Association

SS&C — Mon, 25 Oct 2021 05:00:00 +0000

In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association, to discuss a range of topics related to digital transformation, technology and innovation, including:

• How the role of the MGA has changed. • The need for agility now more than ever. • How data insights help the MGA and drive profits. • Achieving greater operational efficiency. • The new normal for MGAs.

SS&C in Ireland: A coffee with Arun Neelamkavil and John Madigan to discuss key industry themes part 2

SS&C — Tue, 05 Oct 2021 07:00:00 +0000

Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community?

Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. abeattie@sscinc.com

Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. RDavis@sscinc.com

Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution.

John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.

SS&C in Ireland: A coffee with Arun Neelamkavil and John Madigan to discuss key industry themes

SS&C — Tue, 07 Sep 2021 13:20:00 +0000

Let's Talk Insurance: Martyn Mathews, Senior Director of Personal Lines, LexisNexis Risk Solutions

SS&C — Thu, 02 Sep 2021 13:18:29 +0000

In the second episode in the series, SS&C’s Scott Holmes sits down with Martyn Mathews, Senior Director of Personal Lines, LexisNexis Risk Solutions, to discuss a range of topics related to digital transformation, technology and innovation, including: •Connected car and usage-based insurance •Consumer attitudes towards data •How to resolve total loss claims in 30 minutes •The benefits of the connected car and the connected home •The next big data insight in personal lines

Let’s Talk Insurtech: Gavin Sewell, Chief Executive Honcho, Honcho Markets, Ltd.

SS&C — Mon, 30 Aug 2021 13:52:14 +0000

In the first episode in the series, SS&C’s Scott Holmes sits down with Gavin Sewell, Chief Executive Honcho, Honcho Markets, Ltd., to discuss a range of topics related to digital transformation, technology and innovation, including:

•Disrupting the Insurance buying methods •Data is King •How can we better utilise data? •Responding to changing needs •The increasing need for defined data standards

The Sharing Economy of Real Estate

SS&C — Tue, 17 Aug 2021 10:12:00 +0000

Peter Young, CEO of Q Investment Partners discusses the story behind this unique asset class, and the value proposition of Q Investment Partners relative to traditional real estate funds.

Related links:

https://www.intralinks.com

Lyric in Action: Digitizing and Automating Alternatives

SS&C — Tue, 03 Aug 2021 13:30:00 +0000

In the third podcast in the series, SS&C’s Eamonn Greaves talks with Nicole Greene, Head of Brokerage Solutions for SS&C about how Lyric is transforming the retail alternative space. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers.

Marketplace Challenges: Fragmentation and friction
Reimagining the subscription process
How Lyric transforms the user experience

Links mentioned in this episode:

https://www.ssctech.com/solutions/products-a-to-z/lyric

Lyric in Action: Bringing a Technology Vision to Reality

SS&C — Mon, 19 Jul 2021 05:00:00 +0000

In the second podcast in the series, SS&C’s Eamonn Greaves talks with Nick Doyle, Senior Director of Product and Paul Ives, VP of Technology about how SS&C approached the development and design of SS&C Lyric. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers.

Topics covered, include: • Setting a course for development • The power and benefits of microservices • Execution, collaboration and alignment

Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/lyric and https://www.ssctech.com/landing/ssc-lyric-future-financial-services

Introducing SS&C Lyric

SS&C — Tue, 29 Jun 2021 05:00:00 +0000

In the first in the series, SS&C’s Eamonn Greaves talks with Nick Wright, CEO, SS&C Financial Services International & Europe and Head of Global Investor and Distribution Solutions about SS&C’s Lyric. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers. Topics covered, include:

What is Lyric?
What will Lyric do for SS&C’s clients today and tomorrow?
How will Lyric revolutionize the back end of the operations?

Links mentioned in this episode:

https://www.ssctech.com/solutions/products-a-to-z/lyric

Philanthropic and Family Office Solutions

SS&C — Tue, 04 May 2021 15:00:00 +0000

Join Darren Berkowicz Managing Director from SS&C Technologies on the American Bankers Association podcast. The podcast discussed philanthropic and family office solutions, and what features and tools fund managers need to be effective and efficient.

Insurance Insights

SS&C — Tue, 20 Apr 2021 05:00:00 +0000

With the persistent low interest rate environment, insurance and alternatives worlds are converging. In this podcast, international experts, Dr. Zeynep Hizir, director of strategic development solutions for the insurance sector, EMEA, and Scott Kurland, global head of product and marketing for SS&C’s Singularity platform, discuss the implications of this convergence, along with the resulting challenges, key considerations and paths forward for success.

Download our newest whitepaper, Flip the Script: Back-to-Front Office Processing, for a deeper dive into this timely topic.

Links mentioned in this episode: https://www.ssctech.com/resources-insights/whitepapers/flip-script-accelerated-back-front-office-processing

Financial Wellness in the Superfund Industry

SS&C — Tue, 23 Mar 2021 20:00:00 +0000

Outstanding customer experience aided by financial wellness programmes are playing a crucial part in ensuring Super funds generate deep and meaningful member engagement. This engagement is key to retention and growth. But what does it look like, and how do you get there?

Listen to our guest speakers from Rice Warner and Aon discuss how to work towards financial wellbeing for members and employees and how everyone wins when you get it right.

Links mentioned in this episode: https://www.ssctech.com/solutions/by-industry/retirement-services/superannuation

Planning for Cayman CRS Compliance - What you need to know

SS&C — Thu, 11 Feb 2021 22:00:00 +0000

In April 2020, the Cayman Tax Authority (DITC) announced a new “CRS Compliance Form”. This is an expansion of requirements under the Cayman automated exchange of information regime affecting all managers with funds domiciled in Cayman. With this new requirement comes various impacts and changes to Cayman CRS Compliance.

SS&C is committed to assisting the financial industry with the new Cayman CRS Compliance and is providing full preparation services with regard to the CRS Compliance form, which includes determining which sections apply and collecting responses for those sections.

To learn more about the new requirements, impacts and changes listen to our recent podcast or download our webinar on Cayman CRS Compliance.

Links mentioned in this episode:

The Future of Data and Reporting in Private Equity

SS&C — Tue, 09 Feb 2021 21:49:00 +0000

Are you communicating properly with LPs? New digital technologies are transforming the ways investors are interacting with your fund data – and are, in turn, raising investors’ expectations. Hear expert commentary and actionable insights on advancements on fund reporting, investor portals, management software and digital platforms, and other transformative investment industry technologies.

Related Links:

What Lies Ahead for Debt Capital Markets in 2021?

SS&C — Tue, 12 Jan 2021 21:50:00 +0000

Recently Intralinks and Institutional Asset Manager brought together a panel of DCM investment professionals for a lively discussion on the outlook for various DCM segments and factors impacting performance and appeal.

Listen to this podcast for insights into where opportunity and yield may be uncovered amid an expected landscape of volatility, loan defaults, tighter liquidity, regulatory risk and evolving geopolitics. Topics include:

Changes to allocations given 2020 events and 2021 expectations
Macro factors affecting DCM investing strategies
Technology considerations amid remote dealmaking and due diligence
The growing role of direct lending and private credit

Related links:

Download the survey: https://www.intralinks.com/insights/publication/2021-dcm-investor-survey
Watch the webinar: https://www.intralinks.com/insights/webinar/what-lies-ahead-debt-capital-markets-2021
Learn more: https://www.intralinks.com/products/banking-securities

Addressing the Global Real Estate Markets

SS&C — Wed, 23 Dec 2020 20:40:00 +0000

With opportunities developing due to the 2020 market turmoil, what are investors expecting to see in 2021? What are the best property types and strategies to expand in real estate allocations next year? Listen to Elizabeth Lim, Marc Ganzi, Gary Garrabrant, and Jeff Giller in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Finding a New Direction for Private Credit and Alternative Fixed Income Strategies

SS&C — Wed, 23 Dec 2020 20:32:00 +0000

As fixed income continues to underperform, investors and managers have found new ways to create value in these markets. How have these strategies evolved in the past five years? What will happen in 2021 and beyond? Listen to Turner Hopkins, Chris Taylor, John Kline, Marcelo Martins, and Bruce Richards in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

InvestorVision Presentation

SS&C — Wed, 23 Dec 2020 20:21:00 +0000

Overview provided by SS&C Intralinks on the new InvestorVision data. Listen to Noreen Crowe and Paul Loefstedt in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments/investorvision https://www.intralinks.com/insights/webinar/alts-summit-2020/investorvision

Executing Operational Due Diligence During COVID-19

SS&C — Wed, 23 Dec 2020 20:15:00 +0000

Conducting due diligence was changing before 2021, but how challenging has it been in 2020? How have managers and allocators adapted to interact with each other, through the new normal imposed by COVID-19? Will these changes remain after 2021? Listen to Tracy Moors, Angela Miller-May, Mitchell Clayton, and Joe Patellaro in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Secondary Markets Perspective

SS&C — Wed, 23 Dec 2020 20:10:00 +0000

As we enter the new world after COVID-19 in 2021, will secondary markets become more prevalent for allocators? Will portfolio companies provide a strong precedent to continue growth despite expectations? Listen to Mark Nafash, Tom Tull, Santiago Ulloa, and Veena Isaac in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Outlook for LatAm Private Equity Markets; From Technology to Fundraising

SS&C — Wed, 23 Dec 2020 20:05:00 +0000

As we enter the new world after COVID-19 in 2021, what are the expectations for the industry in emerging markets? Will portfolio companies provide a strong precedent to continue growth despite expectations? Listen to Luiz Gonzaga Machado, Laura Vila, Sandro Salsano, and Pedro Sirotsky Melzer in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Long Term Investments in LatAm and Other Emerging Markets

SS&C — Wed, 23 Dec 2020 19:59:00 +0000

With the world providing investment opportunities regardless of geography, how are investors looking at Latin America? Does it provide similar opportunities as in 2009? Listen to Andres Santas, Abdiel Santiago, Amaury Bier, Alessandro Monteiro Morgado Horta in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

EMEA’s Limited Partner Roundtable and Outlook into 2021

SS&C — Wed, 23 Dec 2020 19:38:00 +0000

As fixed income continues to underperform, and the equities markets aren’t slowing down on their volatility, what is the future of alternative investments in 2021? Are allocators going beyond previously established benchmarks? Listen to Daphne de Vogue, Davide Deagostino, Garvan McCarthy, Gerald Moser, Managing Director, and Bernard De Backer in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

How to Launch a Successful Fund in 2021

SS&C — Wed, 23 Dec 2020 19:31:00 +0000

With the challenges by COVID-19, what new strategies have managers developed? From initial steps to fundraising, how have managers adapted to the new normal? Listen to Kamran Anwar, Emily Kulback, J. David Enriquez, Alisa Wood, and Thomas C. Franco in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Including ESG in Your Alternatives Bucket

SS&C — Wed, 23 Dec 2020 19:26:00 +0000

ESG has been an important part of several European investors’ asset allocation strategy in the last 10 years. How are they implementing this within their alternative investments? Has COVID-19 changed this strategy at all? Listen to Kim Jackson, Fahad Kamal, Justin DeAngelis, Cara Williams, and Nicole Kenny in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

EMEA’s Perspective on ALTS

SS&C — Wed, 23 Dec 2020 19:23:00 +0000

As fixed income continues to underperform, and the equities markets aren’t slowing down on their volatility, what is the future of alternative investments in 2021? Are allocators going beyond previously established benchmarks? Listen to Justin Sycamore, Rick Lacaille, Vincent Manuel, and Burkhard Varnholt in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

APAC Limited Partner Roundtable and Outlook into 2021

SS&C — Wed, 23 Dec 2020 19:16:00 +0000

As fixed income continues to underperform, and the equities markets aren’t slowing down on their volatility, what is the future of alternative investments in 2021? Are allocators going beyond previously established benchmarks? Listen to Adrian Wong, Dong Hun Jang, Benjamin Rudd, and Stuart Schonberger in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Finding the Best Emerging Managers in Private Markets

SS&C — Wed, 23 Dec 2020 19:10:00 +0000

Contrary to established belief, several investors were still hesitant to invest in emerging managers a few years ago. How has this changed, and will it continue to evolve in 2021? Listen to Diane Teo, Maria Guo, Michael Watson, Maninder Saluja, and Vish Ramaswami in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Private Equity Strategies in APAC

SS&C — Wed, 23 Dec 2020 19:05:00 +0000

As we enter the new world after COVID-19 in 2021, what are the expectations for the industry? Will portfolio companies provide a strong precedent to continue growth despite expectations? Listen to Alan Chu, Jason Cheng, Neil Stanford, and Robert Petty in this keynote conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

Addressing the Global Industry’s Outlook for 2021

SS&C — Fri, 18 Dec 2020 17:28:00 +0000

After an extremely challenging year, how will the alternatives industry evolve? How will the private equity shake-up play out? What will 2021 bring, and how can we improve performance in the future. Listen to Bill Stone, Stephen Liesman, David M. Rubenstein, Orlando Bravo, and Sam Zell in this keynote closing conversation from the SS&C Intralinks Alternative Investments Global Virtual Summit 2020.

Learn more: https://www.intralinks.com/products/alternative-investments

High-performance risk analytics – usability and the user experience

SS&C — Mon, 12 Oct 2020 19:00:00 +0000

Successfully managing risk is becoming more complex. Financial institutions are faced with evolving regulatory challenges, heightened competition, more types and sources of data to analyse and new risk types, all in a low growth environment. However with challenge comes opportunity and with fast, sophisticated insights firms can manage complex risks and seize competitive advantage. This three-part audiocast series looks at how high-performance risk analytics is shaping the future of risk management. In this final episode Neil Dodgson, vice-president, product management at SS&C Algorithmics, looks at the development of high-performance risk analytics from the perspective of usability and the user experience.

Learn more at - https://www.ssctech.com/landing/ssc-algorithmics.

Risk analytics accessibility and the opportunity of cloud

SS&C — Mon, 12 Oct 2020 19:00:00 +0000

This three-part audiocast series looks at how high-performance risk analytics is shaping the future of risk management. In this second episode Curt Burmeister, chief technology officer at SS&C Algorithmics discusses risk analytics accessibility and the opportunity afforded by the cloud.

Learn more at - https://www.ssctech.com/landing/ssc-algorithmics.

High-performance risk analytics: Turning performance into business gains

SS&C — Mon, 12 Oct 2020 19:00:00 +0000

This three-part audiocast series looks at how high-performance risk analytics is shaping the future of risk management. Neil Dodgson explains how high-performance risk analytics can be deployed in pursuit of business gains and reveals some of the real-world applications currently in play.

Learn more at - https://www.ssctech.com/landing/ssc-algorithmics.

Is Virtual ODD The New Normal?

SS&C — Wed, 07 Oct 2020 18:00:00 +0000

In this podcast, Intralinks is joined by Private Equity Wire and industry experts to explore:

Key benefits and challenges accompany the virtual process
New technologies enabling PE firms with the transition to digital diligence
How are PE groups themselves responding to investor ODD requests during this period to ensure they are meeting expectations
What questions should COOs and CFOs be asking as they look to embrace virtual ODD?
Will the practice remain in place, once the COVID-19 cloud has moved off?

Learn more at https://www.intralinks.com/products/alternative-investments/fundraising

Digitizing the LP Dialogue

SS&C — Wed, 07 Oct 2020 17:00:00 +0000

In this podcast, Intralinks gathered a group of fund managers and PE professionals to highlight digital innovations that are driving better GP-LP relationships. They discussed:

What does good reporting look like with respect to portfolio performance?
Technology solutions for streamlining data management and improving ESG reporting
What are LPs looking for from their GPs and how has this changed in recent years?

Learn more at https://www.intralinks.com/products/alternative-investments/investorvision

Private Equity Fundraising in the New Decade

SS&C — Wed, 07 Oct 2020 16:00:00 +0000

In this podcast, the team at Private Equity Wire will be joined by SS&C Intralinks and industry experts to explore the variety of asset-raising channels that are available to private equity managers in this new era. Topics include placement agents, technology solutions such as data rooms & CRM, and in-house marketing via roadshows. Further questions discussed are:

How can middle market managers compete as LPs choose tore-up with a smaller, concentrated number of trusted, often large-cap PE firms?
Is it taking longer for PE Managers, on average, to reach their AUM targets, and if so, how might they overcome these time pressures?
Is it getting harder to put fund capital (dry powder) to work, as the size of PE industry AUM continues to grow?
What are some of the best tactics/best practices managers ought to be thinking about, when fundraising in 2020?
Finally, is ESG likely to play a factor in drawing LP capital over the next 12 months?

Learn more at https://www.intralinks.com/products/alternative-investments/fundraising.

State of the 2020 Private Equity Secondaries Opportunity

SS&C — Tue, 29 Sep 2020 17:00:00 +0000

This podcast is a lively discussion among PE secondaries experts on the storm of market factors precipitating rapid change among this asset class. Topics include:

Market factors that are driving seller sentiment
Portfolio theory and GP culling
Premium/discount-to-NAV trends
Top tips for due diligence and analysis
Are there distressed opportunities?

Learn more about Intralinks' offering for Alternative Investments.

Navigating the LIBOR transition for risk managers

SS&C — Wed, 16 Sep 2020 18:00:00 +0000

The requirement for financial institutions to transition away from the London Interbank Offering Rate (LIBOR) by the end of 2021 presents significant strategic and operational challenges, with both financial and business implications. Listen to this podcast to learn more about the impact of these challenges on institutions across the buy and sell side, specifically in the area of risk management and how we are helping our clients address them.

Links mentioned in this episode: