In this session, our panel of experts explored:
- The historical development of investment transfer regulations and why the industry is moving away from paper-based processes
- The responsibilities of acquiring parties, ceding parties, and fund managers throughout the transfer process
- How pre and post-transfer conversions work to optimize investment positions
- Real-world data on transfer volumes, processing times, and adoption rates across different market segments
- Practical opportunities to enhance your organization's approach to electronic conversions
Our Speakers
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Andrew PackerHead of Platform Automation, SS&C Technologies
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Matt Smith
Product Manager, Equisoft
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Howard Finnegan
Product Sales Director, Equisoft
