Apex Participates in the 2017 Global Custodian NY Panel Sessions


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Apex is participating in Global Custodian’s Panel Sessions hosted in New York City on 30 November, 2017. Apex’s Head of Business Development for North America, Daniel Strachman, will take part in the discussion which will take place prior to the 2017 GC Industry Awards later that evening – for which Peter Hughes, Founder and CEO for the Apex Group is nominated as Industry Person of the year.

The NY Sessions will commence at 4:30pm and end at 6:00pm, before the awards dinner.

Discussion Topics:

The future of the hedge fund service provider operating model
Hedge funds are demanding more than ever before from their providers when it comes to technology, reporting capabilities and data, driven in some measure by regulatory compliance requirements.

  • How are HFAs dealing with the expectations and technology demands and adapting their operating models accordingly?
  • Can they keep up with these rising tech and data demands?
  • Is now the time to be looking seriously at disruptive technologies – such as blockchain, artificial intelligence and machine learning and robotics?

Currently Confirmed Speakers:
Richard Schwartz, Senior Contributing Editor,Global Custodian (moderator)
Jorge Hendrickson, Head of Sales, Opus Fund Services
Harry Stahl, Director for Strategy and Solutions Management, Investment Operations, FIS
Daniel Strachman, Head of Business Development,Apex Fund Services
Dan Smith, President, Trident Fund Services

Are Prime Brokers Outside of the Bulge Bracket capitalizing on New Business?

Prime brokers outside of the bulge-bracket firms were touted to win a significant number of mandates from hedge funds which had either been dropped by the big banks or who were struggling to be on-boarded by traditional players. This panel will discuss:

  • Did they capitalize on this as much as they were predicted to?
  • What areas are prime brokers able to win clients over the bulge bracket primes?

Currently Confirmed Speakers:
Joe Parsons, Deputy Editor, Global Custodian (moderator)
Noel Kimmel, Global Head of Clearing for Cantor Prime Services, Cantor Fitzgerald
Bjorn Franson, Vice President, Prime Services, BNY Mellon’s Pershing



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