As budgets run short, data can diagnose inefficiencies, then fix them

For asset managers not in the business of deploying robust data systems themselves, service providers can handle their data and optimising efficiencies using AI, machine learning and other tools can analyse to gain insights, writes Bob Balfe, chief technical officer at 4Pines Fund Services.

By Bob Balfe

The Private Capital Strategy Series (Episode 8)

Listen in as Chris Valentine of Celeres Capital and Paul Filanowski discuss investing growth capital in overlooked markets with diverse founders, including the greatest opportunities and challenges, what the firm is doing to champion DEI…

The Private Capital Strategy Series (Episode 9)

How do you build a championship team that wins the World Series, and in the world of finance? Former Yankees Coach Dana Cavalea shares how he led the team’s strength, conditioning and performance program and…

The Private Capital Strategy Series (Episode 7)

Nancy Vailakis of Ancram IRBD LLC joins Paul Filanowski to discuss where fundraising and fund services match up and how to make that work best.

General Ledger, Meet Distributed Ledger: Blockchain Is the New Compliance Tool

New cyber threats, data regulations, the 24/7 global market and increasing competition, especially from disruptive fintech companies, drive asset managers, private equity firms and others to reconsider blockchain, its uses and its potential.

By Bob Balfe

Automating the paper chase and unlocking value in fund administration

The digital revolution in financial services extends to the back-office, too, writes Bob Balfe is Chief Technology Officer at 4Pines Fund Services, who argues that when it comes to routine work like document intake, saving 10 minutes per form can add up quickly.

By Bob Balfe

The Private Capital Strategy Series (Episode 6)

Elana Margulies-Snyderman of EisnerAmper discusses private equity and telling your story. Many may know Elana from her excellent podcasts, interviews and publications. Folks, if you haven’t listened to Elana’s interviews, look them up on the…

The pendulum has swung

The recent noise coming from the SEC is largely measured and unsurprising; as the asset class matures of course it should adhere to stricter oversight But what are the drivers behind the onslaught of proposed…