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Webinar sponsored by IMTC: Firm of the Future: Designing the Modern Investment Management Firm
Thursday, December 17, 2020, 1:00 PM - 2:00 PM EDT
Category: Events

Title: Firm of the Future: Designing the Modern Investment Management Firm

Date: Thursday, December 17

Time: 1:00 pm ET

As we’re digesting the events of the past year, investment management firms are looking forward to cultivate teams that outperform. Increased competition and volatility, along with low-interest rates, mean what has succeeded in the past will no longer suffice in the future; as technology has leveled the playing field in managing assets, clients are demanding higher returns, more transparency, and customization at lower fees. For firms who want to retain a competitive edge, transformation is a necessity.

Join IMTC's webinar to hear what a modern investment management firm will look like and how to succeed in this new reality. Discussion topics will include how:

• Client expectations are driving the need to provide increased transparency, communication, and customized investing guidelines (i.e., ESG)
• New technologies are bringing innovation to firms and how designing a digital ecosystem for the future is a necessity to drive efficiencies and workflow improvements
• Team dynamics are shifting as technology transformation, and hybrid teams mean firms are prioritizing a new set of skills for team members 


  • Chris White: CEO of ViableMkts/BondCliq
  • Melissa Pendergrass-Hoots: CEO of Falcon Square Capital
  • Steve Liberatore: Fixed Income Portfolio Manager at Nuveen

ModeratorLynne Funk: Innovation Editor at The Bond Buyer

Registration Link: https://us02web.zoom.us/webinar/register/5215960479726/WN_i0weynpqTy209AvqPIoQ4A

Contact: Blake Lynch [email protected]