Streamlining Private Investments With Technology episode artwork

EPISODE · Jan 21, 2025 · 21 MIN

Streamlining Private Investments With Technology

from Family Office Technology Hub · host FOTechHub.com

Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how technology is reshaping the future of fund structures versus direct investments. The panel was moderated by Danielle Roseman, MD, Co-Head at Lazard Family Office Services. Daniells panelists were:  Joe Larizza, MD, Data Solutions, iCapital John Jennings, President & Chief Strategist, St. Louis Trust & Family Office Paul Williams, SVP, Product Lead for Alternative Fund Services, Northern Trust Full Episode is available on our members podcast: ⁠⁠⁠Listen Here FOTechHub.com

Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how technology is reshaping the future of fund structures versus direct investments. The panel was moderated by Danielle Roseman, MD, Co-Head at Lazard Family Office Services. Daniells panelists were:  Joe Larizza, MD, Data Solutions, iCapital John Jennings, President & Chief Strategist, St. Louis Trust & Family Office Paul Williams, SVP, Product Lead for Alternative Fund Services, Northern Trust Full Episode is available on our members podcast: ⁠⁠⁠Listen Here FOTechHub.com

NOW PLAYING

Streamlining Private Investments With Technology

0:00 21:33

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Family Office Technology Hub?

This episode is 21 minutes long.

When was this Family Office Technology Hub episode published?

This episode was published on January 21, 2025.

What is this episode about?

Recorded live at our November 2024 Virtual Tech & Ops Conference, this panel delves into how digitization is transforming life for family offices and UHNW advisors. The discussion covers AI's role in private investment access and management, and how...

Can I download this Family Office Technology Hub episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!