Compliance Agility and Efficiency in Investment Operations

Recorded On: 12/03/2019

With regulatory change as a driver for compliance agility and Form N-PORT behind us, what is the next big thing for the back office? This webinar will focus on life after Form N-PORT, the trends and initiatives in the financial services industry. Participants will hear unique perspectives from industry experts on the following:

  1. The benefits of a data-driven, end-to-end process
  2. How to do more with less while improving the shareholder experience
  3. Diversity trends in fund administration
  4. Liquidity rule compliance

Gary Casagrande

Senior Vice President - Head of US Fund Administration, Northern Trust

Northern Trust

Gary Casagrande is the Head of US Fund Administration at Northern Trust with oversight of the Financial Reporting, Regulatory Reporting, Expense & Budgeting, and Performance Reporting teams.  In this capacity Gary is responsible for setting and executing strategy across the Fund Administration organization to ensure client satisfaction with team deliverables and to advance the quality of the Fund Administration product that NT delivers to its clients.  

Prior to joining NT earlier this year, Gary spent the prior seven years at Confluence as the Head of Global Market Strategy with responsibility for understanding trends across the front, middle, and back office to help Confluence build and deliver viable solutions to real business problems.  Prior to Confluence, Gary was the Head of Financial Reporting and Expense Administration at BBH and at JPM in a leadership role before that.  Throughout his career, Gary has focused on continuous operational improvements, efficiency, and client service. Gary has a Bachelor’s Degree from Bryant University in Business Administration with a focus on Finance.

Brian Cosgrove

Managing Director, Accenture

Toai Chin

Head of Fund Accounting Policy, Vanguard

Todd Woodacre

Vice President - Fund Services, Brown Brothers Harriman

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Webinar
Recorded 12/03/2019
Recorded 12/03/2019