Join Linedata’s business leaders for a panel discussion about current events and market trends, and our expectations for the rest of 2023 and beyond. Hear how Linedata has partnered with clients since Linedata Exchange 2019 to successfully adapt to unprecedented market challenges. Business leaders will provide an update on key initiatives across our Asset Management software, Global Services, and Lending and Leasing businesses. 

Generative AI has the power to reshape the financial industry. Recent headlines have spotlighted ChatGPT, including how many banks have banned its use internally. However, the potential for Generative AI and Large Language Models to address industry problems is wide ranging - dramatically improving compliance and oversight, expanding access to data and information, and developing more effective and efficient know-your-customer (KYC) processes to name a few.

Digital transformation has long been underway for many firms, accelerated by the pandemic. But how are companies genuinely transforming? How are their decisions enhancing competitiveness and creating operational resilience within their firms? This engaging panel will debate these questions and share their thoughts on how leveraging cloud capabilities and outsourcing strategies are impacting operational models today and as they evolve in the transformational journey.

The increasing tempo and complexity of global regulation is a significant challenge to senior decision makers and their compliance teams – heightened by new market fears and a focus on shareholder protection. One wrong decision today could mean significant reputational and financial damage tomorrow. Don’t get caught out. Join Linedata experts for a discussion on how resources, technology, ESG, cybersecurity and market trends are impacting the buy-side community – and how to prepare for them.

Outsourcing solutions around operations, technology, and investment team support are central to many asset managers’ business paradigms. Across the enterprise, firms are re-examining their operating model to remain competitive, create scale and leverage for key-person resources, and insulate the business against market-driven and staffing volatility. With automation, analytics, and AI-based approaches increasingly augmenting outsourcing models, we’ll discuss strategies to enable digital transformation, provide competitive edge, and create operational alpha – as well as lessons learned and pitfalls to avoid.

This is a client driven session facilitated by Linedata’s Head of Compliance Product, Matt Grinnell, to discuss and brainstorm with you, our clients. What are Linedata Compliance best practices for rules, workflow, configuration? What regulatory topics are keeping you up at night? What are your thoughts on the Linedata Compliance product roadmap? To hear more on these topics and have your say on building a compliance community, join Matt and your peers for this interactive session.

Despite concerns around the macro environment, Private Markets continue to experience growth and growing pains, including need for enhanced level of portfolio monitoring. Increased complexity and specialization, investor and regulatory demands for greater transparency, and a challenging labor market, compounded by tighter margins and inflationary pressures combine to make outsourcing a strategic imperative. Our panel will discuss industry trends, operational challenges, technology solutions and strategies Private Markets are navigating.

Our Asset Management Platform (AMP) has come a long way since the last Linedata Exchange. Come hear how our highly flexible technology and features benefit your business and how your peers are using these to transform their operations. We'll discuss new platform capabilities and introduce examples in portfolio management, compliance and oversight. Get a sneak preview of what’s to come with our new collaborative product development.

Building great client-focused and -led products is an essential topic for business and technology leaders alike. We’ve implemented a collaborative, modern product development process and will share ideas you can put into action in your own firm. Meet with your peers and Linedata’s Global Head of Product, Philitsa Hanson, as they discuss the practicalities of ensuring product solutions are helping to drive the next phase of your growth. Hear how to get involved in Linedata’s client-centric product life cycle.

As the cyberthreat landscape constantly shifts, the risk for asset managers remains omnipresent. In response, regulators are raising the bar, with new SEC and NYDFS cybersecurity requirements covering everything from breach prevention to notifying stakeholders when losses occur. Our expert panel will discuss the latest threats, new regulation, and strategies for maintaining – and demonstrating – a robust cybersecurity posture and best practices, regardless of the size of your organization.

Join this dynamic session with customers from across Linedata’s businesses as they address the question: How has your firm leveraged technology to overcome a recent challenge, what would you do differently and what’s next for our industry?