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

Events and Conferences

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?

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

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