Special Presentation: How Does an Investment Strategy Mire your Operations?
Date & Time
Monday, September 21, 2020, 2:00 PM
Sophisticated investment strategies are known to increase the needs for operational support. But how does your strategy work against your operations? Do today’s most advanced strategies radically constrain the back office? What are the technology and data implications to your front office support? Can a combination of third party providers truly achieve data and reporting optimization? Should your legal team be part of the consideration? In this session, with an entirely fresh vantage point, an investment operations expert will take us through all of this, connecting the dots between your front and back office gaps and most importantly, how to mitigate them.
Speaker: Lorelei Graye, President & CEO, ADS Initiative