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Enterprise Systems, Data Integrations & Industry Direction: Investment Management Enterprise Automation (Part I)

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Commercial real estate firms, investment advisors, and corporate occupiers all rely on technology-enabled business processes to allow them to effectively manage their portfolios, develop efficient workflows and optimize business processes. Many are realizing that their enterprise systems are not providing the level of efficiency they need to navigate the expected business climate ahead. It is critical to understand the latest technological options available to companies to remove siloed barriers, eliminate system limitations, reduce headcount when needed, and prepare for uncertainty.

Creating greater efficiencies is more important than ever as investors and regulators place greater demands on investment managers and advisors. Secure investor portals, capital fundraising, tax season processes, and backend data integration have become front and center for those seeking to maintain investor confidence. This session explores the latest investment management capabilities that are necessary to meet evolving investor reporting requirements.

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Panelists

headshot for Grant Rickhoff
Grant Rickhoff GNR Consulting, Inc.
Grant Rickhoff Principal / vCIO Grant Rickhoff is an Information Technology Executive who leverages business acumen and technology to drive growth, reduce costs and build value while
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Grant Rickhoff
Principal / vCIO
GNR Consulting, Inc.

Grant Rickhoff is an Information Technology Executive who leverages business acumen and technology to drive growth, reduce costs and build value while creating an environment of continuous improvement and cultural transformation. Combines background in consulting with proven track record of success leading teams and driving large-scale implementations.

headshot for Scott Cardenas
Scott Cardenas Bridge Investment Group
Scott Cardenas CTO Scott Cardenas serves as Managing Director and the Chief Technology Officer for Bridge Investment Group. Over his career, Scott has worked globally i
headshot for Scott Cardenas
Scott Cardenas
CTO
Bridge Investment Group

Scott Cardenas serves as Managing Director and the Chief Technology Officer for Bridge Investment Group. Over his career, Scott has worked globally implementing enterprise solutions to drive innovation, business efficiency and standardization. Prior to Bridge, Scott worked as the Chief Information Officer for the City and County of Denver. He oversaw the implementation of a new ERP platform, which served over 13K employees and 23 lines of business. In addition, Denver also implemented a new CRM platform that interfaced with over 700K residents, which improved overall communication and engagement.

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Pete Schow Affinius Capital
Pete Schow Executive Director, Head of Data Pete Schow's career spans over 20 years in Information Technology with 17 years in various sectors of Real Estate. Throughout his career, he has manag
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Pete Schow
Executive Director, Head of Data
Affinius Capital

Pete Schow's career spans over 20 years in Information Technology with 17 years in various sectors of Real Estate. Throughout his career, he has managed multiple enterprise level initiatives in Residential/Multi Family development, Investment Real Estate, Commercial Mortgage, Debt as an Asset, and Private Equity. He recently joined Affinius Capital as Executive Director - Head of Data where he is focused on Data Management and Reporting Automation.

headshot for Chris Barbier
Chris Barbier Yardi
Chris Barbier Senior Director, Investment Management Chris Barbier is a Senior Director at Yardi responsible for solutions related to the investment side of real estate as well as Yardi’s independent con
headshot for Chris Barbier
Chris Barbier
Senior Director, Investment Management
Yardi

Chris Barbier is a Senior Director at Yardi responsible for solutions related to the investment side of real estate as well as Yardi’s independent consultant program. He has over 30 years of experience working within the real estate industry mainly on the investment side as an accountant, director of technology, consultant and providing technology solutions. Chris collaborates with clients and teams within Yardi to provide a suite of products focused on Investment Management, from interacting with investors, accounting for complex structures, calculating performance and providing full transparency investor to asset operations.

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Rob Cain Dealpath
Rob Cain SVP, Product Rob Cain is Dealpath's SVP of Product, bringing over two decades of experience at the forefront of building solutions for the global real estate indus
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Rob Cain
SVP, Product
Dealpath

Rob Cain is Dealpath's SVP of Product, bringing over two decades of experience at the forefront of building solutions for the global real estate industry including nearly 10 years with CoStar, one of today’s leading providers of commercial real estate information, marketing, and technology. Most recently, he served as VP of Product Design where Rob led the team responsible for numerous commercial information products within the company.

headshot for Frank Spadafora
Frank Spadafora Intapp
Frank Spadafora Real Estate Industry Principal Frank Spadafora is the Real Estate Industry Principal at Intapp. In this role he applies his expertise in commercial real estate and product developme
headshot for Frank Spadafora
Frank Spadafora
Real Estate Industry Principal
Intapp

Frank Spadafora is the Real Estate Industry Principal at Intapp. In this role he applies his expertise in commercial real estate and product development to connect people and ideas to drive enablement and value creation through the DealCloud connected firm and deal management platform. Frank brings nearly 20 years of experience delivering digital solutions for commercial real estate to his role at Intapp. Most recently, Frank helped to launch the Strategic Consultant Group at CREtech where he advised clients from tech startups to global owners and occupiers on product strategy and go-to-market, solution roadmap and adoption, and data-centered digital transformation.

Webinar Sponsors

Our thanks to the following solution providers for sponsoring this webinar.

GOLD SPONSORS

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