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As asset managers face rising regulatory pressures, increasing client demands, and complex operational challenges, co-sourcing and outsourcing have emerged as essential strategies for resilience and growth. In this expert-led discussion, Sara Benwell, Contributing Editor at Clear Path Analysis, explores key insights from a recent webinar featuring leaders from Macquarie Asset Management, Eastspring Investments, Allspring Global Investments, and SS&C Advent.

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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

Amy Harlacker

Managing Director, Head of Investor Services and Fund Operations, Commonfund

Mike Kendall

Senior Director, Solutions Management, SS&C

Patrick Whitehead

Executive Director and Operating Partner, Morgan Stanley Capital

John Gidman

Chief Operating Officer, Loomis, Sayles & Company

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