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Webinar

Business Growth and Efficiency: Managing Increasingly Complex Workloads

19 November 2024
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Business Growth and Efficiency: Managing Increasingly Complex Workloads

19 November 2024, 11am-12pm PST / 1pm–2pm CST / 2pm–3pm EST

This webinar will explore how leading fund and asset management practitioners have navigated the complexity of evolving regulation and it’s impact on operations, higher client demands, and making the choice between multiple best-of-breed systems and a single all-in-one platform approach along with the strengths and drawbacks of each option.

Category :
  • Fund Management Operations
Topics :
  • Asset Management
  • Data Solutions
  • Operational Efficiency

Opening Remarks from SS&C

14:00 EST

Andrew, Managing Editor, Clear Path Analysis

Executive Discussion - Business Growth and Efficiency with Increasingly Complex Workloads

14:10 EST

Moderated by Noel Hillmann, Chief Executive Officer, Clear Path Analysis

Panellists:

  • David Muckley, Head of Legal & Compliance, Eastspring Investments
  • Lindsey Bulger, Business Manager - Wealth Distribution, Macquarie Asset Management
  • Traci McCormack, Global Head of Fund and Client Services, Allspring Global
  • Javier Flores, Director of Solutions Management, SS&C Advent

End of Webinar

15:00 EST
SS&C

SS&C Advent helps more than 4,300 investment firms around the world—from established global institutions to small start-up practices—to grow their business, minimize risk, and thrive. SS&C Geneva® is the leading portfolio, fund, and investor accounting solution for the alternative investment industry. It’s a highly scalable, true multicurrency and multi-asset class platform. Designed to support complex investment strategies across international markets, with the ability to manage fund, entity and legal structures, as well as fully support all transaction types and instruments, including syndicated loans and private debt. Today, Geneva is available in the cloud through Advent Managed Services, along with a customizable menu of operational services for clients to leverage. Learn more at www.advent.com/geneva

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Privacy Policy

This Privacy Policy sets out how Clear Path Analysis Limited (“we”, “our”, “us”) uses and protects any information that you provide when you use our website https://europe.insuranceinvestorlive.com (our “site”).

We are committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified, you can be assured that it will only be used in accordance with this Privacy Policy.

By using our site, you consent to the collection and use of your personal information in accordance with this policy.

1. Who We Are

This site is operated by Clear Path Analysis Limited. We are a company registered in England and Wales under company number 07115727. Our registered office is at 601 London Road, Westcliff-On-Sea, England, SS0 9PE. Our VAT number is 983875650.

2. Information We May Collect

We may collect and process the following data about you:

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We use the information we collect about you to:

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We may also share your data with our service providers who process data on our behalf under strict confidentiality agreements.

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We are committed to ensuring that your information is secure. To prevent unauthorised access or disclosure, we have implemented appropriate physical, electronic, and managerial procedures to safeguard the information we collect online.

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We retain your personal information for as long as necessary to fulfil the purposes for which we collected it, including for legal, accounting, or reporting requirements.

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As a UK-based business, your data is generally processed in the UK. Where your data is transferred outside the UK or EEA, we ensure appropriate safeguards are in place to protect your data.

12. Changes to This Privacy Policy

We may update this policy from time to time by posting a new version on this page. You should check this page occasionally to ensure you are happy with any changes. Continued use of our site will constitute your acceptance of any modifications.

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Email: marketing@clearpathanalysis.com
Post: Clear Path Analysis Limited, 601 London Road, Westcliff-On-Sea, England, SS0 9PE

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This page (together with the documents referred to on it) tells you the terms of use on which you may make use of our website www.clearpathanalysis.com (our “site”) and content viewed, requested or received through it, whether as a guest or a registered user. Please read these terms of use carefully before you start to use the site. By using our site, you indicate that you accept these terms of use and that you agree to abide by them. If you do not agree to these terms of use, please refrain from using our site.

1 Information about Us

www.clearpathanalysis.com is a site operated by Clear Path Analysis Limited (“We”). We are registered in England and Wales under company number 07115727 and have our registered office at The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our main trading address is The Phoenix Yard, 5-9 Upper Brown Street, Leicester, United Kingdom, LE1 5TE. Our VAT number is 983875650. We are a limited company.

2 Accessing our site

2.1 Access to our site is permitted on a temporary basis, and we reserve the right to withdraw or amend the service we provide on our site without notice (see below). We will not be liable if for any reason our site is unavailable at any time or for any period.

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3 Intellectual property rights

3.1 We are the owner or the licensee of all intellectual property rights in our site, and in the material published on it. Those works are protected by copyright laws and treaties around the world. All such rights are reserved.

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5 Our site changes regularly

We aim to update our site regularly, and may change the content at any time. If the need arises, we may suspend access to our site, or close it indefinitely. Any of the material on our site may be out of date at any given time, and we are under no obligation to update such material.

6 Our liability

6.1 The material displayed on our site is provided without any guarantees, conditions or warranties as to its accuracy. To the extent permitted by law, we, other members of our group of companies and third parties connected to us hereby expressly exclude:

6.1.1 All conditions, warranties and other terms which might otherwise be implied by statute, common law or the law of equity.

6.1.2 Any liability for any direct, indirect or consequential loss or damage incurred by any user in connection with our site or in connection with the use, inability to use, or results of the use of our site, any websites linked to it and any materials posted on it, including, without limitation any liability for:

(a) loss of income or revenue;

(b) loss of business;

(c) loss of profits or contracts;

(d) loss of anticipated savings;

(e) loss of data;

(f) loss of goodwill;

(g) wasted management or office time; and

(h) for any other loss or damage of any kind, however arising and whether caused by tort (including negligence), breach of contract or otherwise, even if foreseeable, provided that this condition shall not prevent claims for loss of or damage to your tangible property or any other claims for direct financial loss that are not excluded by any of the categories set out above.

6.1.3 This does not affect our liability for death or personal injury arising from our negligence, nor our liability for fraudulent misrepresentation or misrepresentation as to a fundamental matter, nor any other liability which cannot be excluded or limited under applicable law.

7 Information about you and your visits to our site

We process information about you in accordance with our Privacy Policy [See Privacy Policy below]. By using our site, you consent to such processing and you warrant that all data provided by you is accurate.

8 Transactions concluded through our site

Contracts for the supply of services or information formed through our site or as a result of visits made by you are governed by our terms and conditions of supply.

9 Viruses, hacking and other offences

9.1 You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material which is malicious or technologically harmful. You must not attempt to gain unauthorised access to our site, the server on which our site is stored or any server, computer or database connected to our site. You must not attack our site via a denial-of-service attack or a distributed denial-of service attack.

9.2 By breaching this provision, you would commit a criminal offence under the Computer Misuse Act 1990. We will report any such breach to the relevant law enforcement authorities and we will co-operate with those authorities by disclosing your identity to them. In the event of such a breach, your right to use our site will cease immediately.

9.3 We will not be liable for any loss or damage caused by a distributed denial-of-service attack, viruses or other technologically harmful material that may infect your computer equipment, computer programs, data or other proprietary material due to your use of our site or to your downloading of any material posted on it, or on any website linked to it.

10 Linking to our site

10.1 You may link to our home page, provided you do so in a way that is fair and legal and does not damage our reputation or take advantage of it, but you must not establish a link in such a way as to suggest any form of association, approval or endorsement on our part where none exists.

10.2 You must not establish a link from any website that is not owned by you.

10.3 Our site must not be framed on any other site, nor may you create a link to any part of our site other than the home page. We reserve the right to withdraw linking permission without notice.

10.4 If you wish to make any use of material on our site other than that set out above, please address your request to marketing@clearpathanalysis.com.

11 Links from our site

Where our site contains links to other sites and resources provided by third parties, these links are provided for your information only. We have no control over the contents of those sites or resources, and accept no responsibility for them or for any loss or damage that may arise from your use of them.

12 Jurisdiction and applicable law

12.1 The English courts will have nonexclusive jurisdiction over any claim arising from, or related to, a visit to our site although we retain the right to bring proceedings against you for breach of these conditions in your country of residence or any other relevant country.

12.2 These terms of use and any dispute or claim arising out of or in connection with them or their subject matter or formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the law of England and Wales.

13 Trademarks

Clear Path and Clear Path Analysis are trademarks Clear Path Analysis Limited.

14 Variations

We may revise these terms of use at any time by amending this page. You are expected to check this page from time to time to take notice of any changes we made, as they are binding on you. Some of the provisions contained in these terms of use may also be superseded by provisions or notices published elsewhere on our site.

15 Your concerns

If you have any concerns about material which appears on our site, please contact marketing@clearpathanalysis.com.

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