A Tech Transformation

The COVID-19 pandemic has highlighted the potential of technology and why it could reshape the asset management landscape. With a spotlight on digital client interaction and resiliency, asset managers are adapting to the increasing importance of technology, but the industry has a way to go in terms of intervention and innovation. Northern Trust’s Dan Houlihan recently discussed this issue in an interview with Asset Servicing Times. Join us to hear Dan’s insights first hand as he shares his perspective with fellow Nicsa members, with Keith Slattery from JP Morgan.

Learning objectives:

  • Improving inefficiencies in asset servicing
  • Current tech challenges facing asset managers
  • Integrating the investment lifecycle by streamlining processes
  • Increasing distribution through data analytics

Who should attend: This program has broad applicability across business lines and management level.



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Dan Houlihan

Executive Vice President, Head of North America Asset Servicing

Northern Trust Company

Dan Houlihan is Executive Vice President and Head of Northern Trust Asset Servicing - Americas, a leading provider of custody, banking, fund
administration, investor servicing and outsourced solutions across the front, middle and back office to both institutional asset owners and fund managers
throughout the region. The broad client range includes fund management firms, large corporations, insurance companies, public funds and not-for- profit entities, including endowments, foundations and healthcare companies.

Dan joined Northern Trust in 2008 as the Global Head of Product and Strategy for the Investment Operations Outsourcing business. He then spent eight years as Head of Global Fund Services in North America, responsible for servicing the region’s fund manager clients.

Prior to joining Northern Trust, Dan spent 19 years in numerous leadership positions for investment management, technology, and services companies.
Among these, he was President of Citisoft, Inc. where he was responsible for executing their North American strategy.

Dan served as the immediate past Chairman of the Board for Nicsa and as a Director on the Advisors
Investment Trust.

Keith Slattery

Managing Director, JP Morgan Chase

Keith Slattery is managing director and global head of Client Service and Solutions for J.P. Morgan’s Securities Services business. His team is responsible for client onboarding and day-to-day service delivery across all products including custody, fund accounting and administration, agency lending and cash services.

Previously, Keith was the global head of the Traditional Fund Accounting and Administration business.  In that role, he worked closely with partners from the product development, operations and technology teams to develop and deliver fund accounting and administration services for both asset managers and asset owners.       

Prior to joining J.P. Morgan, Keith worked at State Street as a senior vice president in global services where he had responsibility for service delivery, new business development and product strategy for the fund administration business.  Preceding that, Keith worked at Investors Bank & Trust Company as senior director of mutual fund administration, after having developed the firm’s Investors University and global training and development programs. 

Keith received a B.S. in management science, accounting and economics from Boston College and was a registered C.P.A. in the Commonwealth of Massachusetts for over 25 years.

Jib Wilkinson (Moderator)

Principal

Deloitte

Jib is a Principal in Deloitte Consulting’s Financial Services and Technology practice helping buy side and asset servicing clients in major business transformations including merger integration, technology strategy & implementation, operations improvement, and cost reduction.

Jib focuses on the intersection of investment management, data, and technology. He has 20+ years of experience in information technology including19 years of experience dedicated to operations and technology for buy-side securities and investment management firms.

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Webinar
03/31/2021 at 2:00 PM (EDT)   |  60 minutes
03/31/2021 at 2:00 PM (EDT)   |  60 minutes
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