Webinars
Emerging Technologies for Family Offices Webinar Series
Hosted by
Paul McKibbin, Partner, Family Office Metrics, LLC
with guests
Carmine Nardis, President, IT4Wealth
Luchy Camacho, Vice President Business Solutions, IT4Wealth
Wednesday, May 19, 2010
Family Office Metrics is pleased to present this webinar in the new Emerging Technologies series. This first installment in the series highlights IT4Wealth: Streamlining Portfolio Management, Risk Analytics, Reporting and CRM.
- A cost effective solution providing comprehensive and flexible reporting on a wide range of asset classes and complicated ownership structures
- Interfaces with your existing accounting system
- Integrated solution providing a single operational platform
- License fee structure that reduces expense and improves ROI
Successful Practices Webinar - Extracting Maximum Insight from Transparency
to Make Better Investment Decisions and Manage Investment Risk
Hosted by Paul McKibbin, Partner, Family Office Metrics, LLC
with guest
Basil Qunibi, CEO Novus Partners
April 7, 2010
Since the financial crisis, investors have demanded more transparency from their investment managers than ever before. They now have greater access to more data, but in many cases, they have more data than they are equipped to handle. Investors need a process to transform this data into actionable information and analysis.
Basil Qunibi, CEO of Novus Partners, will present their cutting edge process for analyzing and extracting maximum insight from the varying and ever increasing amount of information available to investors: everything from full trade level transparency to monthly exposure reports and even publicly available regulatory filings. He'll discuss how the process
- Enables investors to conduct intensive due diligence on managers and aggregated portfolios to differentiate the sources of risk and return
- Efficiently analyzes factors determining performance including security selection, asset allocation, position sizing and trading acumen
- Gain insight into fundamentals including liquidity, scalability, fundamental valuations, overlap and exposure.
Successful Practices Webinar - Centralizing Portfolio Administration: Meeting the challenges of Managing a Complex Multi-Asset Portfolio
Hosted by
Paul McKibbin, Partner, Family Office Metrics, LLC
with guest
Michael Sala, Director of Sales, SunGard Investran
February 24, 2010
Centralizing portfolio administration across general ledgers, Excel, homegrown applications and other investment solutions can seem overwhelming, if not impossible. The problem is compounded when it concerns a complex, multi-asset class portfolio, typical of family offices.
Paul McKibbin, Partner, Family Office Metrics and Michael Sala, Director of Sales at SunGard Investran discussed their experience working with various family offices to address this challenge.
They discussed:
To view this webinar, 
now.
Successful Practices Webinar - The Evolving Cyber Threat - Account Protection Best Practices
Featuring Fidelity Family Office Services
Presented by Bill French, Vice President Risk Management, Fidelity Investments
January 27, 2010
This program in the series addresses how criminal exploitation of the internet continues to rise. Find out what you should know about malicious software, phishing threats and the increasing technical sophistication of intruders. Finally, learn about regulatory involvement and specific actions that family offices can take to help prevent fraud in your firm.
To view this webinar, now.
Successful Practices Webinar - Connecting Best in Breed Systems
Hosted by Jon Carroll, President and CEO, Family Office Metrics, LLC
November 10, 2009
This special presentation will discuss the Family Office Metrics approach to infrastructure integration. Using actual client examples we'll show you how to reduce business and investment risk. Since no discussion of systems would be complete without an overview of what's available in the market, we'll also discuss some of the market leading technology solutions appropriate for a family office.
To view this webinar, now.
Successful Practices Webinar - The 21st Century Private Family Trust Company: A Successful Practices Approach - Quality, Control and Cost
Hosted by Jon Carroll, President and CEO, Family Office Metrics, LLC
with Al King and Pierce McDowell, co-Founders and co-CEOs, South Dakota Trust Company
October 14, 2009
This Program in the series will focus on the various issues that families face when establishing a Private Family Trust Company. Get the answers to these questions:
To view this webinar, now.
Successful Practices Webinar - Selling Into the Family Office: Using Your Competitive Edge
Hosted by Jon Carroll, President and CEO, Family Office Metrics, LLC
with guest Jane Abitanta, Founder and Principal, Perceval Associates, Inc
August 24, 2009
This program in the series addresses the critical concerns of advisors when interacting with their family office clients and prospects. Get the answers to these questions:
Leading Provider Webinar Featuring eFront Financial Solutions, Inc.
July 30, 2009
eFront's FrontInvest Cash Flow will enable you to manage cash flows, optimize the use of capital, and assess the impact of investment decisions on future performance and risk. FrontInvest Cash Flow is a full-Web, multi-currency solution, that easily interfaces with external portfolio management systems.
Leading Provider Webinar Featuring TheNextRound
May 13, 2009
TNR Solution™ provides Family Offices the ability to track and analyze potential and existing investments in funds as well as direct companies. Performance reports can be generated at any level of the family structure. This can be accomplished across funds and down to the level of underlying portfolio companies, providing key insight and visibility into the overall performance.
Leading Provider Webinar Featuring Relevant Equity Systems, Inc.
March 25, 2009
Relevant EquityWorks helps you work smart. By fully integrating your front and back office, you eliminate tedious busy work and disparate spreadsheets so you can focus on what matters most… finding deals, building value, and exiting investments… all while providing your finance team with timesaving tools to administer your funds.
Leading Provider Webinar Featuring Salentica Corp.
March 4, 2009
The webinar will feature Salentica Corp., a leading provider of Client Relationship Management (CRM) services geared to the family office market. The webinar will detail how Salentica can help you map, understand and manage complex client relationships, and improve productivity through a familiar Outlook environment.
