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Digital Transformation within Alternative Assets

Investor and regulatory trends, combined with an increased demand for operational efficiency is influencing the pace of digital transformation in alternative investment managers.

14 September 2022, 4PM EST

Online Event

Investor and regulatory trends, combined with an increased demand for operational efficiency is influencing the pace of digital transformation within alternative investment managers. During the session, we will discuss a few key digital transformation trends we are seeing in the market as we engage with our clients.

Proposed questions during the session:
1. What are the biggest challenges alternative investment managers are facing in adopting technology? How do firms measure success when approaching a digital transformation project?
2. How does Unqork compare with other no-code/low-code vendors?
3. How are you currently finding success in transforming various pieces of the investment lifecycle? How do you incorporate user feedback (both internal and external) into technology decisions?
a. It can seem like a daunting task, here are some examples of how our clients tackled this:
I. Give examples of clients
4. How are clients integrating their tech stack across legacy and third party tools?
a. How do you ensure data can be pulled, managed, utilized and shared?
b. How has no-code made this easier?
5. How can investment managers better leverage technology to stay competitive in today’s environment?
a. Adapt swiftly to changing regulatory/client requirements
b. Optimise operations

KEY TOPICS:

LP expectations - how do you leverage technology to meet the demands of your investors: Launch self service investor facing portals and workflows (onboarding) to decrease administrative cost and burden
Data Management Challenges: Unify data and disparate systems (legacy, proprietary and point solutions) to streamline the customer experience and increase operational efficiency
Business Agility for the Future State: React quickly to shifting regulatory frameworks (e.g., ESG)
Process Optimization: Leverage operational data to identify bottlenecks and guide continuous process improvements

SPEAKER

Paul Larkin, Co-Head of Financial Services, Unqork

Paul is currently serving as Unqork Private Assets Lead.
Before Unqork, Paul was a managing director in the KPMG New York Investment Management consulting group with primary focus on delivering transformation projects for global asset management firms. With over 13 years of industry experience, Paul has led teams that have successfully delivered high profile projects in the areas of financial transformation, outsourcing, systems implementation, regulatory reform and operational process redesign.
Before joining the consulting practice, Paul served as audit manager in the KPMG New York investment management audit practice delivering audit oversight for some of the largest audit clients in the New York office with primary focus on real estate, private equity and fund of funds

Phil O’donoghue, Director – Financial Services, Unqork

Phil O’Donoghue joined Unqork in 2021 as a Director focused on our solutions within Private Asset markets, and has spent a majority of his career within financial technology for alternative asset management. Prior to Unqork, Phil led the Relationship Management team at Backstop Solutions, overseeing the 800+ client base of Hedge Funds, PE funds, Investment Consultants, Endowments and Pensions. He started his career at Rockefeller Capital, managing implementation projects across accounting and performance reporting for family offices.

WHERE & WHEN

Virtual Round Table 

All details for event access will be sent directly to participants. 

14th September 2022 | 4PM EST

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EVENT HOST

Unqork is the industry pioneer no-code enterprise application platform that helps large companies build, deploy, and manage complex applications without writing a single line of code. Organizations like Goldman Sachs, Liberty Mutual, the Cities of New York and Washington, DC and Maimonides Medical Center are using Unqork’s drag-and-drop interface to build enterprise applications faster, with higher quality, and lower costs than conventional approaches.

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VIRTUAL ROUND TABLE

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