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Break down the silos: The unifying power of total portfolio management 

A WatersTechnology hosted webinar with industry experts

Discover how leading firms are breaking down technology silos for a comprehensive portfolio view

When
Tuesday, May 20, 2025

Time
10 AM ET / 3 PM GMT / 4 PM CET

Duration
60 minutes    

Ready to unlock the full potential of a unified view across all your asset classes?

Join this exclusive WatersTechnology hosted webinar to discover how leading buy-side firms are breaking down technology silos to achieve true Total Portfolio Management—driving better decisions, lower costs, and enhanced performance.

Agenda

Setting the stage: 
Examining market trends and the challenges of managing separate public and private market assets, while exploring the cost implications of maintaining fragmented systems.

Building the foundation: 
Understanding practical approaches to achieving Total Portfolio Management, supported by real implementation experiences and insights.

Future-ready operations: 
Exploring how AI and emerging technologies are enabling faster market responses and building scalable investment operations.

Speakers

  • Moderator: Wei-Shen Wong, Editor, WatersTechnology
  • Aimee Scott, Investment Accounting Supervisor, Retirement Systems of Alabama
  • Marisa Hall MSc, FIA, Head of the Thinking Ahead Institute, WTW
  • Jennifer Correale, Partner Alpha Alts Team North America, Alpha FMC
  • Shirley Zhang, CFA, Head of Commercial Development North America, SimCorp
Register

 

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