Front to Back Solutions and Closing Remarks

3:00pm – 3:50pm ET: Front to Back Solutions: Front-to-back solutions through a single integrated platform/provider is resonating with the buy-side clients and gaining momentum within the asset servicing business. Learn industry experts’ (CIO organizations, product owners and consulting firms) perspectives on how data and technology platforms, coupled together with advancements in big data and AI, are redefining the “ecosystem” and driving the way forward in solving business challenges.

3:50pm – 4:00pm ET: Closing Remarks



CPE INFORMATION: NICSA is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

NICSA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Specialized Knowledge 

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Gary Casagrande (Moderator)

Head of Global Market Strategy, Confluence

As Vice President of Global Market Strategy, Gary is responsible for overseeing market research analysis and developing and delivering marketing and messaging to support Confluence’s growth. Gary has more than 27 years of experience in the financial services industry with an in-depth understanding of mutual fund operations, technology, regulations, project management and quality control. Before joining Confluence, he held the position of Head of Financial Reporting and Expense Administration at BBH. Prior to that, he served as the Head of the Treasury and Portfolio Compliance group at JP Morgan. Gary has a bachelor’s degree from Bryant University in Business Administration with a focus in Finance.

Jeff McCarter

Chief Information Officer C & IS, Northern Trust

Mark McKeon

Managing Director, Global Head of Front to Back Solutions and International Product, BNY Mellon

Mark McKeon is Managing Director and Global Head of Front to Back Solutions and International Products for Asset Servicing and Digital. He is also a member of the International Executive Committee.

As Head of Front to Back solutions, Mark is responsible for the open architecture strategy which brings together our solutions, services and integrations with fintech’s to deliver a seamless operating model to our clients across front, middle and back office.

As Head of International Products, Mark is responsible for delivering client centric solutions to accelerate growth across our global product capabilities.

Prior to joining BNY Mellon, Mark was Senior Vice President and Global Head of Investment Analytics at State Street Bank.

Mark earned a Bachelor of Science in Applied Mathematics and a Graduate Certificate in Financial Mathematics from Dublin City University.

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Front to Back Solutions and Closing Remarks
10/19/2021 at 3:00 PM (EDT)   |  50 minutes
10/19/2021 at 3:00 PM (EDT)   |  50 minutes
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Certificate
1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available