Streamlining Private Investments With Technology

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Family Office Technology Hub

FOTechHub.com

19 episodes

2 days ago

Welcome to the FOTechHub Podcast, a resource for all things tech and operations within the realm of family offices. Join us as we delve into the intricate world of technological advancements tailored specifically for Single Family Office and Multi-Family Office Personnel.

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Streamlining Private Investments With Technology

Family Office Technology Hub

21 minutes 33 seconds

9 months ago

Streamlining Private Investments With Technology

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