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 

Panelists:

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

Moderator: Lynne Funk: Innovation Editor at The Bond Buyer

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