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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

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

Watch 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, Waters Technology 
  • 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

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