Digital Innovation Summit Exhibitors
12:00pm – 1:50pm ET: Digital Innovation Summit Exhibitors: Exhibitors will have the opportunity to live demo a product or offering of their choosing during the lunch portion of the Digital Innovation Summit.
12:00pm ET - Northern Trust present, Investment Data Science
12:30pm ET - Horizon8 presents, valid8Me
1:00pm ET - SS&C Technologies presents, The Importance of Shareholder Intimacy
1:30pm ET - Ultimus Fund Solutions presents, Modernizing the Investor and RIA Experience
Paul Fahey (Presenting with Northern Trust)
Senior Vice President, Head of Investment Data Science, Northern Trust
As Head of Investment Data Science, Paul works with asset managers and allocators to better understand the investment decision process and to improve future decision making. Partnering with expert fintech firms to leverage the power of data, behavioral analytics, investment analytics, and Northern Trust’s peer universe data to drive meaningful improvement to their investment strategy. Prior to his current role Paul spent three years as the Chief Operating Officer (‘COO’) of Northern Trust’s Asset Servicing, Americas. Before joining Northern Trust, Paul held multiple leadership positions at State Street in Boston, London and Sydney.
Clare Flynn Levy (Presenting with Northern Trust)
Founder and CEO, Essentia Analytics
Clare Flynn Levy is the Founder and CEO Essentia Analytics, the leading provider of behavioral data analytics and consulting for professional investors. Prior to founding Essentia, Clare spent 10 years as a fund manager, both active equity (running over $1bn of pension funds for Deutsche Asset Management) and hedge (as founder and CIO of Avocet Capital Management, a specialist tech fund manager). She ultimately “went native” into the software space as President of Beauchamp Financial Technology, a market-leading provider of portfolio management systems to hedge funds, which was acquired by Linedata Services S.A. Clare’s vision for Essentia is based on years of being the customer, followed by years of listening to the customer.
Michele Bowman (Presenting with SS&C)
Senior Director, Head of Digital Strategy, SS&C Technologies
Michele is Senior Director, Digital Solutions at SS&C, responsible for digital strategy and experience design. In this role, she oversees the digital strategy including customer experiences, fraud prevention programs and fit-for-purpose integration products. Michele has more than 25 years of experience in the financial services industry of which 20 are in product development. She is passionate about the advancement of the customer experience resulting in a positive impact on people’s lives. Michele is a graduate of the Henry W. Bloch School of Management at the University of Missouri-Kansas City and holds a Bachelors of Business Administration with a Marketing emphasis. She has also earned her CERT certificate from Carnegie Mellon University in Cybersecurity Oversight.
Christian Cole (Presenting with SS&C)
Head of Digital Solutions, SS&C Technologies
Christian leads the Digital Solutions group for SS&C’s financial services division with global responsibility for the strategy, product management and solution teams. Prior to joining SS&C, Christian built and managed the Digital Practice globally for Capgemini, servicing Enterprise Financial Services firms. Christian has also led Product Management and Product Marketing teams for several Enterprise Software firms including SAP and HP where he specialized in developing new digital products/platforms and bringing them to market over several channels.
Ian Martin (Presenting with Ultimus Funds Solutions)
EVP, Chief Administrative Officer, Ultimus Funds Solutions
As Executive Vice President, Chief Administrative Officer, Ian works across all business lines to ensure that integration and synergy goals and activities are completed on time while meeting key financial targets. He also has executive management business line responsibilities within the Transfer Agent and Distributor.
Ian is a seasoned veteran in mutual fund processing, shareholder servicing, efficiency and quality control. Prior to joining Ultimus, Ian was Executive Vice President and led the Transfer Agent, Shareholder Servicing and Dealer Clearing Services departments at U.S. Bank Global Fund Services. He was also Chairman of the Board for Trust Advised Portfolios.
Prior to joining Fund Services, Ian was vice president and group manager of Mutual Funds and Entitlement Services department for U.S. Bank, where he oversaw all aspects of mutual funds, asset file, pricing, income, proxies and corporate actions.
Ian received his Bachelor of Business Administration degree from the University of Wisconsin Oshkosh. He joined Ultimus in 2019 and has been in the mutual fund industry since 1992.