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The pandemic forced a major pivot in the day-to-day operations for all investment management firms, with outsourcing and managed services coming to the forefront of operational strategy. This report features an in-depth discussion of the office model and which changes will remain permanent in the post-pandemic world. This includes the role of physical office space, as well as the IT infrastructure and security needed to support these changes.

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1. Lessons Learned: Understanding business continuity post-pandemic

Moderator:

  • Andrew Putwain, Editor, FUNDOPERATOR.COM

Panellists:

  • Mike Tumilty, Global Chief Operating Officer, abrdn
  • Joe LaFemina, Senior Manager, Outsourcing Services, SS&C | ADVENT
  • Dale Sang, Chief Technology and Operations Officer, MACKAY SHIELDS LLC
  • Tara McCloskey, Managing Director, Global Head of Derivative and Lending Operations and Head of Oversight and Strategy, METLIFE INVESTMENT MANAGEMENT

2. What’s Next for Investment Operations?

  • SS&C Advent

    • Mike Tumilty

    Global Chief Operating Officer, abrdn

    Joe LaFemina

    Senior Manager, Outsourcing Services, SS&C | Advent

    Dale Sang

    Chief Technology and Operations Officer, Mackay Shields Llc

    Tara McCloskey

    Managing Director, Global Head of Derivative and Lending Operations and Head of Oversight and Strategy, MetLife Investment Management

    SS&C Advent helps over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their businesses, minimize risk, and thrive. We have been delivering unparalleled precision and ahead-of-the-curve solutions for more than 30 years, working together with our clients to help shape the future of investment management. Find out how you can take advantage of our industry-leading solutions to support your business goals. To learn more about the right solutions and services for you, contact advent@sscinc.com. For more information contact your SS&C Advent representative or email sales@ advent.com.