🎙 The future of buy-side operations begins with fresh ideas. Fencore's CEO James Crosby, joins Wei-Shen Wong at WatersTechnology.com on her #WatersWavelength podcast. They discuss future-proof target operating models for investment managers, and the critical role data management plays in achieving operational excellence. Listen in via the link in the comments. #TargetOperatingModel #DataManagement #InvestmentManagement
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NEW PODCAST: Fencore's CEO James Crosby deconstructs traditional target operating model thinking, and addresses its various dimensions: systems, data and organisation / operation. #fintech #investmentmanagement #datamanagement #targetoperatingmodel
🎙 The future of buy-side operations begins with fresh ideas. Fencore's CEO James Crosby, joins Wei-Shen Wong at WatersTechnology.com on her #WatersWavelength podcast. They discuss future-proof target operating models for investment managers, and the critical role data management plays in achieving operational excellence. Listen in via the link in the comments. #TargetOperatingModel #DataManagement #InvestmentManagement
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In today’s market, M&A is like navigating a minefield. It’s not just about closing deals—it’s about making sure they’re the right ones. On today's episode of the M&A Science Podcast, Todd Henrich, SVP of Corporate Development at Booking Holdings (NASDAQ: BKNG), shares actionable tips on navigating economic shifts, regulatory challenges, and an evolving competitive landscape. Listen here: https://hubs.ly/Q02VBQXn0
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This week's episode of the M&A Science podcast is a masterclass in resilient dealmaking. Join Todd Henrich, SVP and Head of Corporate Development at Booking Holdings, as he shares strategies to navigate today's M&A landscape. Listen now to gain insights on how to: ✔️ Adapt to regulatory hurdles ✔️ Create alignment between strategy and execution ✔️ Use M&A as a strategic tool rather than a dependency For details on how to tune in, check out the post below.
In today’s market, M&A is like navigating a minefield. It’s not just about closing deals—it’s about making sure they’re the right ones. On today's episode of the M&A Science Podcast, Todd Henrich, SVP of Corporate Development at Booking Holdings (NASDAQ: BKNG), shares actionable tips on navigating economic shifts, regulatory challenges, and an evolving competitive landscape. Listen here: https://hubs.ly/Q02VBQXn0
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Technology is a powerful tool, but it's only as effective as the people and processes behind it. In this episode of The Financial Innovations Podcast hosted by Daniel Villani, Robin Helfer, Chief Financial and Operations Officer, breaks down the essential elements of a successful tech strategy. They explore how to leverage technology to streamline operations, enhance efficiency, and drive growth, while keeping costs in check. Don't miss this insightful conversation! Join them here: https://lnkd.in/eErX_bck #TechStrategy #OperationalEfficiency #GrowthHacks #CostManagement #PeopleProcessSystems #TechForGrowth #Scalability #BusinessOptimization
People, Process, and Systems: Where Technology Performs
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"When you have an Asset-Map in front of a client, they have the strange desire to make it accurate." Our CEO, H. Adam Holt, CFP®, ChFC®, was featured on the From the Ground Up Podcast hosted by Zachary Conway and Kelsey McKenna! Check out the full episode to hear more about simplifying complex financial concepts, fostering transparency, and adopting a client-centric approach to meet the needs of next-generation investors, and so much more! 👉 https://hubs.li/Q030gN7V0 Seeds
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How does technology revolutionize capital markets? In this episode of the Disruptive Mindset Podcast, Monica Summerville delves into her experiences from the analog era to today’s tech-driven financial landscape. Hosted by Disruptive Hiring's Emma Jones, Monica offers an interesting perspective on this complex topic. 💡 Key Insight: Embracing technological change in finance can create opportunities to drive impact and innovation. 👉 Click the link in comments to hear how tech is reshaping finance—available on your favorite platform! #Podcast #CapitalMarkets #Technology #Innovation #Finance
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Come and join Guy Ruddle and Marylis Ramos, who are hosting the second episode of the second series of the Savills Earth podcast. Our special guests for this episode include Dan Jestico, Robert Godfrey, and Helen Newman. They will be discussing the essential factors and steps that investors should take regarding ESG. This episode aims to highlight the recent developments in this field and how careful analysis can help investors make informed decisions that lead to long-term success and positive impact on both society and finances. Don't miss out on this insightful conversation!
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Tune into the latest episode of the Private Capital podcast to hear Rockefeller Capital Management CEO, Greg Fleming, discuss Rockefeller Capital Management's tremendous growth and the comprehensive support we provide our clients at every stage of wealth: https://lnkd.in/gVvcJgu4
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The M&A market is at a turning point. While dealmaking is picking up, it’s uneven, with interest rates, geopolitical factors, and regulatory scrutiny shaping how and where deals are happening. In this episode of the M&A Science Podcast, Joe Mantone, U.S. Financial Institutions News Desk Manager at S&P Global Market Intelligence, provides a data-driven perspective on the current M&A cycle, regulatory impacts, and what’s next for 2025. Discover the factors driving change and what corporate development leaders should prioritize as they plan for the future. Check out our full episode here: https://hubs.ly/Q030S6jy0 #MAScience #MergersAndAcquisitions #MandACycle #RegulatoryImpacts #2025MarketDynamics #CorporateDevelopmentLeaders Thanks to S&P Global Market Intelligence for sponsoring today's episode.
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What’s next for the M&A market? Joe Mantone joined the M&A Science Podcast hosted by Kison Patel to discuss our Big Picture M&A outlook report covering topics such as regulatory shifts, private equity trends, and how #AI is reshaping deal strategies. Prepare for M&A in 2025— check out the episode here: https://hubs.ly/Q030S5S-0 #MergersandAcquisitions #Acquisitions
The M&A market is at a turning point. While dealmaking is picking up, it’s uneven, with interest rates, geopolitical factors, and regulatory scrutiny shaping how and where deals are happening. In this episode of the M&A Science Podcast, Joe Mantone, U.S. Financial Institutions News Desk Manager at S&P Global Market Intelligence, provides a data-driven perspective on the current M&A cycle, regulatory impacts, and what’s next for 2025. Discover the factors driving change and what corporate development leaders should prioritize as they plan for the future. Check out our full episode here: https://hubs.ly/Q030S6jy0 #MAScience #MergersAndAcquisitions #MandACycle #RegulatoryImpacts #2025MarketDynamics #CorporateDevelopmentLeaders Thanks to S&P Global Market Intelligence for sponsoring today's episode.
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Founding Partner
5moInteresting and insightful discussion on a buy side's target op model (or models) - a Data Operating Model, System Operating Model and Organisational Op Model. (skip the first 10 mins warmup for a great 20 min discussion)