Tech It Up

SS&C Advent
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A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.

  1. ٨ أكتوبر

    The Art & Science of Measuring Private Equity Performance

    More than half of global institutional investors now allocate 10% or more of their portfolios to private markets, and many plan to increase their allocations to private equity (PE) further, according to Aviva Investors . Why? Because PE helps investment managers deliver diversification, personalization and alpha to their clients. But measuring performance in this asset class isn’t as straightforward as measuring performance in public markets. Tune in to explore PE performance measurement options, challenges, and best practices for addressing them—it’s worth a listen.

    ١٢ من الدقائق

  2. ٣ أكتوبر

    Planning for the Unpredictable: Long-Term Care Conversations Advisors Need to Be Having

    This week, Jasmine Conner, Trent Berry, and guest Amy Arnett, Vice President of Insurance Solutions at DPL Financial Partners, cover how advisors can approach long-term care planning conversations with confidence and clarity. With October marking Long-Term Care Awareness Month, we explore why these discussions are critical, how modern solutions have evolved, and the key opportunities advisors shouldn’t overlook. Topics discussed: Common misconceptions around long-term care planning for clients and advisors How today’s long-term care solutions differ from traditional policies The importance of timing and identifying client profiles where LTC planning is essential Exploring hybrid vs. traditional LTC products and when each makes sense *How advisors can position long-term care as a proactive strategy to protect client futures**** Links mentioned in this episode: SS&C Black Diamond Annuities & Insurance Marketplace DPL Financial Partners

    ١٩ من الدقائق

  3. ١٧ سبتمبر

    AI Everywhere: What's Real, What's Not, and What Works

    AI isn’t magic—and treating it like it is wastes time, money, and effort. In this episode of Tech It Up, Alex Schlesinger joins hosts Trent Berry and Jasmin Conner to cut through the hype, call out common missteps, and showcase how to identify the use cases where AI actually delivers lasting value. Whether you’re skeptical of the buzz or eager to put AI to work, you’ll take away practical insights to guide smarter decisions about its future.

    ١٢ من الدقائق

  4. ٢١ أغسطس

    Merging Minds, Managing Machines: AI Risk in M&A

    Mergers and acquisitions bring both opportunity and complexity, especially when it comes to technology and AI. In this episode of Tech It Up, hosts Trent Berry and Jasmin Conner talk with Verity Larsen, Founder and CEO of Versoft, about how to create a clear 90-day consolidation plan, decide which tools to keep or sunset, and manage compliance in an AI-driven world.

    ٢٠ من الدقائق

  5. ٤ أغسطس

    Strategic Structures: Managed Accounts to Meet Market Demands

    In this episode of Tech It Up, we discuss an increasingly popular star of the investment management world: personalized and diversified portfolios through managed accounts Today, personalization and flexibility across assets and strategies are top investor demands that managers can meet through strategic structures such as portfolio sleeves, separately managed accounts (SMAs) and unified managed accounts (UMAs). However, implementing those account structures at scale without the right technology isn’t easy. Join host Jasmin Conner and guest Tim Duffy of SS&C Advent as they explore the context, capabilities and challenges surrounding these fund structures and the technology that makes them possible. Tune in; it’s worth a listen.

    ١٩ من الدقائق

  6. ٢٢ يوليو

    Introducing SS&C Black Diamond Wealth Solutions with Steve Leivent

    In this milestone episode of Tech It Up, hosts Trent Berry and Jasmine Conner sit down with Steve Leivent, Senior Vice President and Co-General Manager of SS&C Wealth & Investment Technologies, to discuss the strategic rebrand to SS&C Black Diamond Wealth Solutions. With decades of experience and a front-row seat to the evolution of fintech, Steve unpacks why the time was right for a bold brand transformation, how it supports advisors in a changing landscape, and what this means for the future of SS&C’s platform and client experience.

    ١٩ من الدقائق

  7. ١٠ يوليو

    Extra Credit: Harnessing Loan Data for Insights & Intelligence

    This special edition of Tech It Up features a conversation between industry experts Catherine Daly of SS&C Advent, Kevin Gallagher of Bain Capital Credit, and Nick Libertiny of Sound Point Capital Management, where they sat down to discuss the transformation of the loan data market. They cover the critical role that data serves for fund managers, influencing everything from investment decisions to accounting and advanced analytics, and how ensuring the data is clean, current, accurate, and consistently formatted across the technology ecosystem poses challenges for funds investing in loan-based instruments. Tune in to deepen your understanding of the challenges and opportunities surrounding both syndicated and private loan data management, and how to leverage technology to automate data flows in the back-office.

    ٢٨ من الدقائق

  8. ٣٠ يونيو

    From Reports to Relationships: Elevating the Advisor Experience

    In this episode of Tech It Up, Black Diamond product leaders Michael Persin and Leslie Martin share how advisors can level up client engagement through personalized portals, real-time collaboration tools, and integrated financial planning. If you’re looking to deepen client relationships and modernize your practice, this is one you won’t want to miss.

    ١٦ من الدقائق
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A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.

المعلومات

  • صناع العمل
    SS&C Advent
  • سنوات النشاط
    ٢٠٢١ - ٢٠٢٥
  • الحلقات
    ٥٧
  • التقييم
    ملائم
  • حقوق النشر
    © 2021
  • موقع البرنامج على الويب
    Tech It Up

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