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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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WHEN

LIVE Webinar
Thursday, February 9, 2023
12:00pm - 1:30pm ET
9:00am - 10:30am PT

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Login and password will be provided to all registered attendees prior to the webinar.

Panelists

headshot for Grant Rickhoff
Grant Rickhoff GNR Consulting, Inc.
Grant Rickhoff Principal / vCIO
headshot for Grant Rickhoff
Grant Rickhoff
Principal / vCIO
GNR Consulting, Inc.

headshot for Scott Cardenas
Scott Cardenas Bridge Investment Group
Scott Cardenas CTO
headshot for Scott Cardenas
Scott Cardenas
CTO
Bridge Investment Group

headshot for Pete Schow
Pete Schow Invesco
Pete Schow Global Data Strategist Pete Schow has over 15 years of experience in real estate technology and data management including enterprise level projects in both the commercial an
headshot for Pete Schow
Pete Schow
Global Data Strategist
Invesco

Pete Schow has over 15 years of experience in real estate technology and data management including enterprise level projects in both the commercial and residential real estate space. He has worked directly with the largest organizations in both sectors and spent several years providing consulting services for many other well recognized names.

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