FundGuard x Alpha FMC2

JOIN US

This is a working breakfast for strategic leadership from the local Boston asset management community to explore practical approaches for collectively addressing the key themes, challenges and opportunities shaping the future of investment operations.

 

Backed by research from Alpha FMC, we’ll engage in a focused discussion on technology transformation as a lever for operational efficiency.

Event details

Date: November 14, 2024
Time: 9:00 A.M.
Location: Boston Intercontinental Hotel
510 Atlantic Avenue
Boston, MA 02210

 

Coffee and a light breakfast will be served.

Secure your spot today!

What to Expect

You will be joined by fellow ops and technology leaders from across Boston’s asset management ecosystem to:

 

  1. Discover and debate successful approaches for driving change and securing sponsorship to ensure success within your individual organizations;
  2. Align on cross-industry ideas for operational transformation;
  3. Collectively establish the most useful measures of success.

     

AGENDA

 

Middle Office, to Outsource or Insource?
How can firms leverage new technologies to optimize middle-office operations while balancing cost savings, maintaining control, and adapting to shifting preferences between outsourcing and insourcing over time?

 

Enterprise vs. Best of Breed
How can firms adopt a hybrid approach that maximizes operational efficiency through system interoperability, while considering scalability options between enterprise solutions and niche players, without adding complexity?

 

Private Markets Operating Model
How can technology reshape private markets operations to improve transparency and scalability while addressing unique challenges, and what is the optimal operational framework to manage the sector’s rapid growth?

 

We look forward to your participation in what promises to be an insightful morning of discussion and debate!

 

*Directions to Boston Intercontinental Hotel

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Fundguard’s Industry-Leading
Clients & Partners

Shaping the Future with Industry-Leading Collaborators

Who Is Fundguard?

Industry Innovators

Led by seasoned industry executives and innovative enterprise cloud technology experts

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Trusted Partners

Delivering solutions to leading asset managers and fund administrators

Change Agents

Facilitating safer and more efficient asset growth for all investors

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Ready to Join the FundGuard Team?

Join FundGuard at the forefront of innovative financial technology. We are on a mission to facilitate safe and efficient asset growth for all investors by enabling unparalleled scale and efficiency and significantly reduced costs of ownership for the asset management ecosystem.