Modernizing Alternative Reporting

Date: 8 December 2016 8:00 am, Location: Jean-George 1 Central Park West New York, NY 10023



  • Jean-George
    1 Central Park West
    New York, NY 10023
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Alternative investment products offered by private wealth managers might be a unique and innovative way to invest, but when it comes to reporting many firms are stuck in the stone age.

Join this seminal breakfast panel event, hosted by Financial Times service FundFire and sponsored by Intralinks, to explore opportunities for modernizing client reporting for alternatives – along with the challenges associated with such improvements.

Hear expert insight and ways you can:

* Automate document collection and distribution – saving up to 90% in reporting time and costs

* Maintain brand consistency – leveraging cloud technology to power your own branded portal

* Streamline auditing and compliance – creating a single data repository and clear audit trails


Jeff McGoey, CFA, CAIA - Managing Director, Head of AI Platform and Technology Management at Bank of America

Meghan McAlpine, Director of Strategy and Product Marketing at Intralinks