Don’t let performance complexity hold your firm back.
Investment managers are diversifying across multiple asset classes and security types, adding complexity to performance analytics. Yet, many firms often rely on a patchwork of technology systems and manual workflows, leading to data silos and reconciliation headaches.
Tune in as we review the evolution of performance measurement, explore the challenges it presents, and discuss today’s tools and technologies that support modern performance, providing actionable insights for better decision-making.
Speakers
Mark Elliott
Guest Speaker | Director & Head of Performance and Attribution Solutions, SS&C Technologies
Mark Elliott is Director & Head of Performance and Attribution Solutions at SS&C Technologies and joined the firm in 2000. He currently has global responsibility for the Sylvan Performance and Attribution suite. Prior to joining SS&C, Mark held various positions in corporate finance and investment analysis. He holds an MBA from the University of Toronto and a Bachelor of Commerce from Carleton University.
Nico Coetzee
Guest Speaker | Head of Analytics Sales North America, SS&C Technologies
Nico Coetzee, CFA CIPM is Head of Analytics Sales North America at SS&C Technologies and joined the firm in 2023. Nico leads the sales effort across multiple regions, focusing on growth and pipeline development for SS&C’s market-leading analytics solutions. With over 21 years of experience in the financial industry, Nico brings invaluable insight into how firms can strategically position themselves in a competitive landscape.
Jasmin Conner
Host | Sales Engineer, Black Diamond, SS&C Advent
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Trent Berry
Host | SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva. In his spare time when not working or perfecting French cooking techniques in his kitchen,
Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.