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Artivest CIM Docupace SS&C Webinar Technology Series

How is Technology Making Investing in Alts Easier?

August 27, 2019 @ 2:00 pm - 3:00 pm

Angie Fisher, Moderator | Brendan Finn, Panelist | Richard Thoeny, Panelist | Cheryl Wheeler, Panelist

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. 



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

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