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Business Growth and Efficiency: Devising your Roadmap to Operational Excellence

13 March 2025, 8am-9am PST / 10am-11am CST / 11am-12pm EST

This webinar will look at what operational excellence means in practical terms and how it contributes directly to business growth and efficiency The panelists will discuss the steps that need to be taken when creating a road map and how to implement long-term strategic objectives without causing disruption to operational practices. They’ll also be talking about leveraging technology and process automation and overcoming challenges that this may bring and examining industry trends that could impact the future of operational excellence.

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11:00 - 11:02 EST

Welcome Remarks
Andrew Putwain, Managing Editor, Clear Path Analysis

11:02 - 11:05 EST

Opening Remarks from SS&C
Mike Kendall, Director, Solutions Management, Investment Management Market, SS&C
11:05 - 11:55 EST

Executive Discussion – Business Growth & Efficiency: Devising your Roadmap to Operational Excellence

Moderator:

Andrew Putwain, Managing Editor, Clear Path Analysis

Panellists:

  • Amy Harlacker, Managing Director, Head of Investor Services and Fund Operations, Commonfund
  • Mike Kendall, Director, Solutions Management, Investment Management Market, SS&C
  • Patrick Whitehead, Executive Director and Operating Partner, Morgan Stanley Capital
  • John Gidman, Chief Operating Officer, Loomis, Sayles & Company
11:55 - 12:00

Closing Remarks

Andrew Putwain, Managing Editor, Clear Path Analysis


Amy Harlacker

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

Mike Kendall

Director of Client Communications, 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