Powering Possibilities

In this podcast, Angel Oak’s Adam Beeler and SS&C EVOLV’s Theresa Meawad discuss how insurers are tackling the challenges of CECL accounting amid a volatile credit environment. They highlight strategies for building scalable, auditable credit loss models and meeting evolving regulatory demands. For more information: SS&C EVOLV SS&C CECL

Interviewer: Enrique Gonzalez, Head of SS&C GlobeOp, Australia and New Zealand Interviewee: Bhagesh Malde, Global Head of SS&C GlobeOp Interview qus: Why is Australia a strategic piece for SS&C’s business expansion? How crucial is technology for SS&C in delivering offerings within the Australian market? What role does innovation play in SS&C's strategy for Australia and New Zealand? Given Australia's distance from the rest of the world, how does SS&C's global presence enhance its offerings here and create a local feel? How large is SS&C's presence in Australia, and how many staff members do you have locally?

Members of Angel Oak’s Institutional Client Group sat down with technology solutions provider SS&C Technologies to discuss the ongoing demand from insurance companies that want to add residential loans to their investment portfolios.

Some investors may that they’ve outgrown their fund administrator, but feel the decision to change to a new fund administrator can be a daunting one. Listen to SS&C's Celia Choh discuss with NT Asset's Marayart Teeratomorn about their own recent conversion experience and how the right fund administrator with a modern, scalable technology infrastructure and a capable team can make your transition seamless and painless.

Evaluate and enhance your investment strategies with timely and accurate investment performance measurement and reporting. In this podcast, SS&C Managing Director Julian Webb discusses how technology and services are helping to meet today’s performance and reporting expectations, such as: Reduced turnaround time Operational efficiency Customized output and reporting Compelling digital experiences Find out how SS&C can help service your investment performance and reporting.

Provide your clients with a compelling user experience and enhance your reporting activities with today’s digital tools. SS&C Director Mike Kendall outlines how and why, with insights gained from his role as head of client communications solutions. Topics include: Gaining process automation and customization Providing consistency, segmentation and self-service Meeting the unique needs of institutional and wealth managers, respectively Scoping the digital transformation journey Find out how SS&C Vision FI can help you design, produce and distribute high-quality print and digital client communications at scale.

In part 2 of this series, SS&C’s Johnine Kilgallon continues the conversation with colleagues Colin Haggart and Adrian Beattie, Nicola Cowman (Carne Group) and Arun Neelamkavil (Independent Fund Consultant) about the types of European fund structures available to North American Managers. This final episode looks at the similarities to structures already familiar to North American Managers and the options of fund domicile and their various nuances that are available in Europe. Episode one can be found here.

Listen to our podcast with SS&C’s Phil Chu and guests Martin O'Regan, Founder and Managing Director, Solas and Billie-Jo Dixon, Practice Lead, Bovill, as we discuss the genesis of the VCC, where it stands today, and things to consider if you're considering applying for a VCC, and more...

Our panel of experts discuss the European alternative fund landscape and why North American Managers are expanding into this market including addressing current hot topics and ways to establish a presence in Europe. The panel delve into various distribution channels and the parties required to be a success in Europe. Links mentioned in this episode: https://www.ssctech.com/contact-sales

Mark Elliott, Director of Performance Measurement & Attribution Solutions at SS&C, shares his insights on ways to elevate performance measurement and attribution in this podcast. The 20-year veteran expert discusses our client profile, the common performance measurement challenges they face, and best practices to resolve those challenges. Handling the onslaught of data amidst accuracy and timeliness demands Moving from reactive, laborious processes to real value-adding activity Tailoring performance attribution to your firm’s distinctiveness Communicating with and enabling stakeholders For more information, visit https://www.ssctech.com/solutions/products-a-to-z/sylvan.

Launching a hedge fund involves planning for operations as well as overall strategy. A strong operational setup positions you to get up and running smoothly and ready to start growing. One option to launch quickly is to partner with a front-to-back solution, but how do you choose the right provider for your needs?

Our latest Middle Office Podcast Lee Burchell interviews Jon Anderson to learn more about our Treasury Management platform and the benefits it brings to clients. Links mentioned in this episode: Brochure - SS&C Treasury Management Whitepaper - Driving Alpha with Active Treasury Management Case Study - Treasury Management Emso Treasury Management FAQs

Listen to the latest episode of our Middle Office series where Ken Turchin (Business Development) interviews Parthiv Patel on our Trade Matching and Settlement service. Links mentioned in this episode: SS&C Trade Matching and Settlements Service Matching and Settlement FAQs

Listen to our latest episode in our Middle Office Series to understand the UMR changes that are happening and what you need to do to prepare for these by September 1. Links mentioned in this episode: Blog - Uncleared Margin Rules Phase 6 is Coming - Are You Ready? SS&C's UMR Phase 6 Brochure

Listen to the first episode in of our Middle Office podcast focusing on Reconciliation. Bill Bormann, (Director - Business Development at SS&C) interviews Marcella Crossman (Director, Middle Office) to discuss all things reconciliation and how SS&C can help you. Links mentioned in this episode: SS&C Fund Administration Services SS&C Reconciliation Management Brochure

In the ninth episode in the series, SS&C's Scott Holmes talks with James Bilham, Chief Executive Officer and Founder, Verius Risk, to discuss a range of topics related to digital transformation, technology and innovation, including: • New challenges in fighting fraud • The need for data transparency • The opportunity for insurers in the upcoming year • How data can be used to build trust • How insurers can identify fraud more easily

With many economies hoping to roar back to life, how will the alternatives industry evolve? What will the next 18 months bring, and how can we improve performance in the future?

Having rebounded impressively during the beginning of the COVID-19 pandemic, private equity firms stand ready to lead the global recovery through their expertise and value-creating capabilities. How are leading fund managers taking the offensive amidst the recovery? How are they working alongside existing portfolio companies to create value in an ever-changing world?

As fixed income continues to underperform and risks for a major equities correction seemingly rise by the day, the future of alternative investments is more important than ever. The path has never been easy, but the stakes are getting higher. In this session, our expert panel of influential allocators share their thoughts on the future of alternative investing.

This overview explains how streamlining fundraising and the digital investor onboarding process helps fund managers commit capital quicker while establishing a foundation for a successful long-term relationship between fund managers and investors.

In 2022, will secondary markets become more prevalent for allocators? Will portfolio companies continue growth trends despite expectations?

Which strategies, sectors and regions are delivering competitive returns? Where will private equity (PE) firms look next? While PE continues its march alongside bullish U.S. equities, high valuations, regulatory changes, SPACs and the impacts of disruptive technologies, how are credit, private equity and Real Estate investors positioning private capital portfolios for growth? Our private markets session assesses the value and threat posed by surging inflow, the increasing preference for co-investment as well as perspective on how the asset class is repositioning itself.

Emerging markets have look been an important diversification opportunity for investors. How has the pandemic impacted the appetite for emerging markets and what does the future hold for this important asset class?

In a digitizing world, how are increasing complexities in underwriting being managed? In this session, our experts discuss how the digitization of the alternative investments industry is creating an opportunity for change and profitability.

Where are the best places to be investing in Real Estate? Is the secondary market still appealing, or is the gateway city making a comeback? Has the office market changed forever? Will Industrials maintain their pandemic strength? Our experts discuss the best opportunities and detail the key factors to consider in this vital asset class.

ESG and socially responsible investing has been profoundly impacted by the COVID-19 pandemic as investors are now forced to take a more granular view of non-financial risk exposures. This includes the examination of corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. However, a universally accepted approach to ESG methodology, measurement, benchmarking, and reporting has still not been established. As a result, there are still few safeguards to prevent greenwashing and other forms of disinformation. In a post-COVID world, how are capital allocators and fund managers working to establish industry standards for ESG? Furthermore, how are investors prioritizing ESG factors in the investment process across asset classes?

Asia Pacific has made strides in its focus on clean energy and renewables. China is now the world's leading country in electricity production from renewable energy sources. Singapore recently unveiled its Green Plan 2030, and emerging economies are turning to renewable energy after generational reliance on fossil fuels. This panel discussion examines corporate governance through the lens of public health, climate events and shifting consumer demands in a low-carbon economy. Our experts share how capital allocators and fund managers are working to establish industry standards for ESG and how clean energy investments are set to reshape the industry.

As firms bring on more funds, they see the advantages of outsourcing. But where do you start? What are the key aspects to be aware of when using this model? In this session, our experts provide a detailed overview on how to transition to an outsourced model, challenges and common mistakes to avoid.

It has been a unique and challenging period for emerging managers. Fundraising efforts have been stymied by the pandemic. The safe havens provided by the larger investment houses have dominated allocations. What is the market looking like now? Is the changing global economy and market dynamic opening the door for a new breed of managers to help quench the never-ending thirst for investment diversification? A panel of experts discuss the future path for emerging managers.

The pandemic sent a shock wave through traditional fundraising efforts. In the blink of an eye, an established process and strategy all changed. But are these changes long-lasting? In this session, we focus on the LATAM fundraising scene and hear from some of the largest and most successful fundraisers in the region.

In the eighth episode in the series, SS&C’s Scott Holmes talks with Richard Marsden, UK&I Director, FinChatBot, to discuss a range of topics related to digital transformation, technology and innovation, including: • What drives insurers to digitize. • Expected solutions in digital transformations. • Areas insurers have prioritized for digitization. • Key challenges insurers face with digitization. • Digitization of the customer journey enables insurers to optimize cross-selling.

In the seventh episode in the series, SS&C’s Scott Holmes talks with Carla Jordan, Chief Financial Officer, Emerald Risk Transfer, to discuss a range of topics related to digital transformation, technology and innovation, including: • The growing need for digitizing documentation. • The hybrid work model in South Africa. • How insurers are adapting to new conditions post-pandemic. • The future of the insurer-broker engagement. • How data is helping insurers mitigate risk and underwrite in the new normal.

In the sixth episode in the series, SS&C’s Scott Holmes talks with Richard Jeffery, Group Chief Executive Officer, ActiveOps, to discuss a range of topics related to digital transformation, technology and innovation, including: • The challenges to hybrid work environments. • Resource management. • Versatile target operating models. • How insurers can utilize technology to enable hybrid work. • Efficiency gains through data and tech.

In the fifth episode in the series, SS&C’s Scott Holmes talks with Maureen Breslin, Head of Customer Services and Operations, New Ireland Assurance, on a range of topics related to digital transformation, technology and innovation, including: • The Pandemic: A digital transformation accelerator? • Busting the WFH myth. • How people management has changed. • The sophisticated application of automation. • Going paperless. • Using data to help drive operations.

In the fourth episode in the series, SS&C’s Scott Holmes talks with Rakesh Krishnan, Director, Meru Consulting, to discuss a range of topics related to digital transformation, technology and innovation, including: • The speed of adaptation. • Areas that have needed to change the most in the new normal. • How digital transformation projects run in a virtual world. • How insurers can best prepare for a digital transformation project.

In the third episode in the series, SS&C’s Scott Holmes talks with Michael Keating, Chief Executive Officer, Managing General Agents’ Association, to discuss a range of topics related to digital transformation, technology and innovation, including: • How the role of the MGA has changed. • The need for agility now more than ever. • How data insights help the MGA and drive profits. • Achieving greater operational efficiency. • The new normal for MGAs.

Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community? Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. [email protected] Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. [email protected] Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution. John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.

Key discussion points: o Trends in the industry post Covid o The ManCo space – what are your thoughts on recent developments and the market outlook? o Excitement around the ILP – view on how the market will develop? o What is next for the INED community? Podcast hosts: Adrian Beattie, Managing Director, Head of Fund Services in Ireland. Adrian has over 20 years experience in the securities and fund services industry and has been with SS&C since 2016. During his career Adrian has held numerous roles spanning front, middle and back office activities in Ireland, UK and US. Adrian holds a BSc. Management from the University of Dublin, Trinity College and is a member of the Institute of Directors in Ireland. [email protected] Richard Davis joined SS&C in 2015 and is responsible for new business development across the EMEA Fund Services business and leads sales efforts in Ireland. Prior to SS&C, Richard has held sales and relationship management roles at a number of financial services firms. Richard holds an MSc in International Banking and a BSc in Accounting and Finance from the University of Southampton. [email protected] Podcast guests: Arun Neelamkavil Arun is currently an Independent Director and Consultant to Financial Services firms. He has extensive International Investment Management experience across Technology, Operations, Product Development and Distribution. John Madigan: John Madigan has over twenty-five years financial services experience covering capital markets, debt listings, loan servicing, Mancos and investment funds. John acts as an Independent non-Executive Director with client coverage across UCITS, QIAIFs, SPVs and corporates.

In the second episode in the series, SS&C’s Scott Holmes sits down with Martyn Mathews, Senior Director of Personal Lines, LexisNexis Risk Solutions, to discuss a range of topics related to digital transformation, technology and innovation, including: •Connected car and usage-based insurance •Consumer attitudes towards data •How to resolve total loss claims in 30 minutes •The benefits of the connected car and the connected home •The next big data insight in personal lines

In the first episode in the series, SS&C’s Scott Holmes sits down with Gavin Sewell, Chief Executive Honcho, Honcho Markets, Ltd., to discuss a range of topics related to digital transformation, technology and innovation, including: •Disrupting the Insurance buying methods •Data is King •How can we better utilise data? •Responding to changing needs •The increasing need for defined data standards

Peter Young, CEO of Q Investment Partners discusses the story behind this unique asset class, and the value proposition of Q Investment Partners relative to traditional real estate funds. Related links: https://www.intralinks.com

In the third podcast in the series, SS&C’s Eamonn Greaves talks with Nicole Greene, Head of Brokerage Solutions for SS&C about how Lyric is transforming the retail alternative space. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers. Marketplace Challenges: Fragmentation and friction Reimagining the subscription process How Lyric transforms the user experience Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/lyric

In the second podcast in the series, SS&C’s Eamonn Greaves talks with Nick Doyle, Senior Director of Product and Paul Ives, VP of Technology about how SS&C approached the development and design of SS&C Lyric. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers. Topics covered, include: • Setting a course for development • The power and benefits of microservices • Execution, collaboration and alignment Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/lyric and https://www.ssctech.com/landing/ssc-lyric-future-financial-services

In the first in the series, SS&C’s Eamonn Greaves talks with Nick Wright, CEO, SS&C Financial Services International & Europe and Head of Global Investor and Distribution Solutions about SS&C’s Lyric. Lyric is a new operating platform for SS&C’s global businesses servicing asset managers, broker-dealers, retirement recordkeepers and superannuation providers. Topics covered, include: What is Lyric? What will Lyric do for SS&C’s clients today and tomorrow? How will Lyric revolutionize the back end of the operations? Links mentioned in this episode: https://www.ssctech.com/solutions/products-a-to-z/lyric

Join Darren Berkowicz Managing Director from SS&C Technologies on the American Bankers Association podcast. The podcast discussed philanthropic and family office solutions, and what features and tools fund managers need to be effective and efficient.

With the persistent low interest rate environment, insurance and alternatives worlds are converging. In this podcast, international experts, Dr. Zeynep Hizir, director of strategic development solutions for the insurance sector, EMEA, and Scott Kurland, global head of product and marketing for SS&C’s Singularity platform, discuss the implications of this convergence, along with the resulting challenges, key considerations and paths forward for success. Download our newest whitepaper, Flip the Script: Back-to-Front Office Processing, for a deeper dive into this timely topic. Links mentioned in this episode: https://www.ssctech.com/resources-insights/whitepapers/flip-script-accelerated-back-front-office-processing

Outstanding customer experience aided by financial wellness programmes are playing a crucial part in ensuring Super funds generate deep and meaningful member engagement. This engagement is key to retention and growth. But what does it look like, and how do you get there? Listen to our guest speakers from Rice Warner and Aon discuss how to work towards financial wellbeing for members and employees and how everyone wins when you get it right. Links mentioned in this episode: https://www.ssctech.com/solutions/by-industry/retirement-services/superannuation

In April 2020, the Cayman Tax Authority (DITC) announced a new “CRS Compliance Form”. This is an expansion of requirements under the Cayman automated exchange of information regime affecting all managers with funds domiciled in Cayman. With this new requirement comes various impacts and changes to Cayman CRS Compliance. SS&C is committed to assisting the financial industry with the new Cayman CRS Compliance and is providing full preparation services with regard to the CRS Compliance form, which includes determining which sections apply and collecting responses for those sections. To learn more about the new requirements, impacts and changes listen to our recent podcast or download our webinar on Cayman CRS Compliance. Links mentioned in this episode: https://www.ssctech.com/resources-insights/webinars/what-you-need-to-know-planning-for-cayman-crs-compliance https://www.ssctech.com/solutions/products-a-to-z/tax-reporting-solutions-and-services

Are you communicating properly with LPs? New digital technologies are transforming the ways investors are interacting with your fund data – and are, in turn, raising investors’ expectations. Hear expert commentary and actionable insights on advancements on fund reporting, investor portals, management software and digital platforms, and other transformative investment industry technologies. Related Links: https://www.intralinks.com/products/alternative-investments https://www.intralinks.com/insights/webinar/future-data-reporting-private-equity https://www.intralinks.com/sites/default/files/pdf/intralinks-future-data-reporting-pe-report-transcript.pdf

Recently Intralinks and Institutional Asset Manager brought together a panel of DCM investment professionals for a lively discussion on the outlook for various DCM segments and factors impacting performance and appeal. Listen to this podcast for insights into where opportunity and yield may be uncovered amid an expected landscape of volatility, loan defaults, tighter liquidity, regulatory risk and evolving geopolitics. Topics include: Changes to allocations given 2020 events and 2021 expectations Macro factors affecting DCM investing strategies Technology considerations amid remote dealmaking and due diligence The growing role of direct lending and private credit Related links: Download the survey: https://www.intralinks.com/insights/publication/2021-dcm-investor-survey Watch the webinar: https://www.intralinks.com/insights/webinar/what-lies-ahead-debt-capital-markets-2021 Learn more: https://www.intralinks.com/products/banking-securities