How disruption will change the asset management operating model 

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The global pandemic is changing the way the asset management front office operates.

In the weeks, months and years ahead, investment organizations will rethink business continuity plans, redefine the workplace environment, and expand investment in technology and process automation across the enterprise.

View this webinar to learn about key operational hurdles asset managers are having to overcome in real-time and what technology and regulatory implications we should expect moving forward.  


    Tom Phipps

    Principal & Practice Lead, Operational Strategies


    Tom leads the Operational Strategies practice at Cutter Associates, an operational and technology research and consultancy firm serving the asset management industry. He has more than 30 years of experience focused on all aspects of the automation of the asset management business process. Tom has led numerous client engagements delivering operational efficiency improvements from front to back office.

    Mike Jennings

    Vice President, Advisory Services


    Mike leads the Advisory Services team at Assurance Software, a provider of business continuity software and services. He has more than 26 years of business continuity management, disaster recovery and enterprise risk management experience. Mike is also an adjunct professor at Boston University teaching BCM and ERM at a master’s level.

    Chris Mackey

    CEO & Founder


    Chris is the Founder & CEO of MackeyRMS, a SaaS-based research management platform design to improve productivity and collaboration among analysts and portfolio managers for actively managed investment funds. Prior to founding MackeyRMS, Chris was an investment analyst covering the TMT sector.




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