At Ultimus, we invest in best-in-class technology and put our team of experienced, top quality professionals to work for you. We partner with you to learn the nuances and complexities of your business, how you define success, and how to work most effectively for you in order to provide you customized services throughout the entire lifecycle of your funds.
Partnering with Nicsa, we hope you join us for our upcoming webinar.
Private market investments continue to attract attention from retail investors in the U.S. Hear from veteran industry leaders who will share their varied perspectives on expanding investor access to alternative investment strategies. Panel discussion topics will focus on the evolving investor appetites to access alternative products in a registered ’40 Act wrapper and commentary on recent trends including the regulatory environment, distributor receptivity and sustained growth of the marketplace.
- Product structure options
- Strategy trends
- Regulatory considerations
- Distributor receptivity
Insights on How We Are Forever Changed Through Business Innovation
Bill Hortz, Founder & Dean of The Institute for Innovation Development will discuss and illustrate how business innovation is changing the dynamics of how we work and interact with one another. He will introduce in 2 member firms that are actively innovating the financial services industry through technology and business model innovation. Mark Spina, President & COO from FLX Distribution will discuss their work on restructuring the traditional investment products distribution ecosystem and Ian Martin, Chief Administrative Officer of Ultimus Fund Solutions will share the drive behind their innovative technology strategy on their uSUITE® technology platform for their fund administration clients.
Bill Hortz Mark Spina Ian Martin
Institutions and financial professionals around the world are increasingly factoring in environmental, social and governance (ESG) risks and opportunities to their decision making process, reflecting a view that companies with sustainable practices may generate stronger returns. Join us for a discussion with industry professionals as we explore the data metrics and resources to help gain transparency into the impact of key ESG issues, uncover opportunities and manage risk.
ESG Data Solutions for Fund Sponsors
- Understanding the data that is available
- Accessing and applying data
- Data algorithms
- Integrating APIs and data solutions to compliance perimeters
Jason Stevens, Ultimus (moderator)
Stacy Louizos, Blank Rome
ICE Data Services Representative