Stripping the Labels

What does the business model of the future look like? By stripping the labels and integrating so-called front/middle/back offices, companies are moving boldly into the digital landscape. Process redesign requires operational and technical perspectives. Hear from firms who have reimagined their operating models, and what it means for the future of our industry.

Speakers

Whitfield Athey, Chief Executive Officer, Delta Data
Gary Casagrande (Moderator), VP of Global Market Strategy, Confluence
Jay Nusblatt, Managing Director, Global Investment Companies, DFIN
Janelle Prevost, Head of Strategy and Digital, Asset Servicing, BNY Mellon


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: Business Management & Organization

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.

Whitfield Athey

Chief Executive Officer, Delta Data

Innovative thought leader in Mutual Fund middle and back office technology. He brings his firm's substantial SME talent together with their top Asset Management and Distribution clients for a partnership that solves complex industry problems and defines the industry's roadmap for increased scalability and resiliency at a reduced cost. During his tenure at Delta Data he has transformed the company from a software provider to a core infrastructure service that connects the largest counterparties in the industry.

Gary Casagrande (Moderator)

Vice President, Head of Global Market Strategy, Confluence

Gary joined Confluence in January 2016 and serves as Vice President of Global Market Strategy. He is responsible for overseeing market research analysis and forecasting market conditions to support Confluence solution growth. Gary has more than 25 years of experience in the financial services industry and an in-depth understanding of mutual fund operations, 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 on Finance.

Jay Nusblatt

Managing Director, Sales and Business Development

DFIN

Mr. Nusblatt has worked in the mutual fund industry for over 30 years with a focus on Fund Administration, Regulatory Reporting and Client Management.  At DFIN, Jay is responsible for the growth and development of the Arc Suite’s SaaS solutions within the mutual fund industry. Previously, Mr. Nusblatt served as Managing Director and Head of U.S. Fund Accounting and Administration for BNY Mellon’s asset servicing group.

Janelle Prevost

Head of Strategy and Digital, Asset Servicing, BNY Mellon

Janelle Prevost is Head of Strategy and Digital for Asset Servicing at BNY Mellon. She joined BNY Mellon in 2019 as the Client Journey Reimagination Leader in the Digital Office, where she spearheaded firm-wide efforts to rethink how the bank delivers differentiated capabilities for its clients and maximizes end-to-end value.

Prior to BNY Mellon, Janelle helped drive long-term strategic priorities and transformational opportunities at BlackRock. Prior to BlackRock, Janelle led the Strategy and Transformation team at NCB Group, a leading Caribbean diversified financial services firm with assets of $7.2B. At NCB, she oversaw the design and execution of the bank's transformation into a customer experience–led digital enterprise.

Previously, Janelle served as Senior Vice President of Global Consumer Banking Strategy at Citigroup. Janelle worked with global management consulting firm Booz & Company (currently Strategy&, part of PwC), where she focused on helping financial services clients with their strategy and operational problems. She began her career at Oracle as a Senior Applications Engineer.

Janelle received her Master of Business Administration from the Harvard Business School, Master of Public Administration from the Harvard Kennedy School of Government, and her Bachelor of Science in mathematics and computer science from MIT.

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Stripping the Labels
10/08/2020 at 12:30 PM (EDT)   |  70 minutes
10/08/2020 at 12:30 PM (EDT)   |  70 minutes