What Matters is the space between
Our accomplished team of industry veterans helps investment managers and service providers navigate a rapidly evolving digital landscape. This is where transformation takes flight. Through complimentary leadership, strategic advisory, and precise delivery services, we bridge the gaps between vision and reality.
This is the power of experience.
Solutions To Elevate Your Strategy
What We Offer
Our Insights
From Products to Solutions: Climbing the Investment Management Value Chain
With product-based management increasingly commoditized, can investment managers climb the value chain by using AI to deliver scalable objective-driven investment solutions for retail and institutional investors, alike?
PromptCast: The Impact of AI in Financial Services
Prompt Security CEO, Itamar Golan, interviews Gary Maier on the impact of AI in financial services in this PromptCast edition.
Architecting for Multi-Manager Platforms
Multi-manager investment firms find themselves at a critical juncture, balancing a delicate dance between diversification and economies of scale.
The Impact of Technology on Private Credit Markets
As private credit continues to carve out a substantial presence in the broader financial ecosystem, the need for contemporary technology platforms to support and enhance these lending activities is clear.
Concept is key
Our business is simple. We combine deep investment industry domain expertise with seamless delivery.
Democratized Access
We offer clients of all sizes access to the same industry competencies and innovative thinking that is the hallmark of world-class investment management platforms.
Connected
Our team has supported clients globally, covering every continent and fulfilling engagements in over 176 cities. We stay connected.
Delivering Excellence, Always
Our Goals
By combining deep domain expertise and strategic advisory with proven technology and operational capabilities, we are the go-to shop for members of the investment management community seeking to navigate the challenges and opportunities of the digital age.
Where Business Gets Done
Our Industry Events
Hedge Fund Social Fort Lauderdale
Join us in Fort Lauderdale, where some of the biggest names in Investment Management now call home. We’ve curated an exciting evening to connect the dots and network with industry colleagues in a social environment held on the magnificent Las Olas Boulevard, in the heart of the Fort Lauderdale financial business district. We’ll also be joined by the Mayor of the city of Fort Lauderdale, The Honorable Dean Trantalis. This event is INVITE ONLY.
11th Annual Welcome to Newport Cocktails
On the eve of the Opal Family Office and Private Wealth Management Forum, we’re thrilled to return to Newport for a week of business, networking, fun, and catching up with friends – old and new. This event is INVITE ONLY.
IGNITE 2024
Powered by Fuel, IGNITE 2024 allows asset allocators to effortlessly connect through one-on-one video meetings with a diversified offering of alternative investment managers across asset classes and geographies. This is a virtual capital introduction event. To learn more, please schedule a meeting.
Ireland and Florida, the Gateway to the Americas
Please join us in Dublin for a Financial Services Briefing: Ireland and Florida, the Gateway to the Americas, hosted by Clerkin Lynch LLP at the prestigious Stephen’s Green Club. Guest speakers Mark Browne, Kevin Lynch, and Thalius Hecksher will discuss the growth of asset management in Florida; reasons businesses are relocating to Florida; and opportunities for Irish firms.
Fort Lauderdale: Center of Wall Street South
Join us for a private luncheon hosted by the Hon. Mayor Dean Trantalis, City of Fort Lauderdale. Discussion will focus on opportunities within the financial services industry to deliver significant economic benefits and job creation in Fort Lauderdale, the “Center Point of South Florida.” Mayor Trantalis will provide updates on the economic growth and enhancements to the city, followed by open dialogue to share perspectives on how the city can facilitate further industry growth. Venue details provided upon registration. This event is INVITE ONLY and strictly limited.
Nexgen Asset Management Summit
Join us at the 2024 Nexgen Asset Management Summit. Held during the Fort Lauderdale International Boat Show, the conference begins with a VIP pass to the world’s largest in-water boat show and private cocktail reception at the Azimut Yachts pavilion, followed by a full day of topical panels and allocator meetings. Don’t miss this opportunity to engage in insightful discussions on asset management trends and strategies while surrounded by the nautical splendor of FLIBS. Reach out to learn more.