WEBINAR

How is Technology Making Investing in Alts Easier?
August 27, 2019 @ 2:00 pm - 3:00 pm
This on-demand webinar reviews how technology is making investing in alternatives an easier process. Angie Fisher, Vice President, Operations, Strategic Planning & Projects at CIM Group moderates a panel discussion featuring Brendan Finn of Artivest, Richard Thoeny of Docupace, and Cheryl Wheeler of SS&C Technologies.  In plain language, they all…
Moderator/s: Angie Fisher
Panelist/s: Brendan Finn, Richard Thoeny, Cheryl Wheeler

This on-demand webinar reviews how technology is making investing in alternatives an easier process. Angie Fisher, Vice President, Operations, Strategic Planning & Projects at CIM Group moderates a panel discussion featuring Brendan Finn of Artivest, Richard Thoeny of Docupace, and Cheryl Wheeler of SS&C Technologies.  In plain language, they all address the technological progress which has recently been made to enhance and streamline the transaction process for advisors using alternative investments.

Download the slides here. 

 

 

Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.

Featured Speakers

Angie Fisher
Vice President, Operations, Strategic Planning & Projects CIM Group

Brendan Finn
Director, Strategic Relationships Team Artivest Panelist

Richard Thoeny
Vice President, Product Management Docupace

Cheryl Wheeler
Product Manager, Retail Alternatives Group SS&C ALPS Panelist

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