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This report, produced in partnership with SS&C Advent, explores how investment firms can enhance efficiency and scalability in private markets to strengthen margins and meet growing demand. It examines the operational and technological strategies firms are adopting to modernize legacy systems, leverage high-quality data, and align front- and back-office processes. Featuring insights from leading executives across major asset managers, the discussion highlights how firms can balance best-of-breed technology with holistic operating models, strengthen collaboration, and prepare for the next phase of growth in a rapidly evolving private markets landscape.

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Russell Newman

Former Chief Operating Officer, Rothschild & Co Asset Management

Mike Kurlander

Chief Financial Officer, Adams Street Partners

Adam Beeler

Managing Director, Credit, Angel Oak Capital

Beth Zayicek

Chief Operating Officer, Citymark Capital

Pete Di Lorenzo

Chief Operating Officer, SKK

Rich Gordon

Controller, Prosperity Asset Management

Peter Russell

Managing Director, Credit Investment Operations, PSP Investments

Aani Nerlekar

Managing Director, Solutions Management, 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