Category Archives: Guest Blog

Back to Business with CLO 2.0

Guest Contributor: Mike Molaro, Managing Partner, NorthPoint Financial Some of what were perceived to be the riskiest securities of the pre-financial crisis are back. The Collateralized Loan Obligation (CLO) market indicators are pointing to a profitable resurgence and growing inventory for … Continue reading

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Regulations: Cure or Calamity?

Guest Contributor: James Wells III, Marketing Communications Manager at Imagine Software Just as Form PF transformed the alternative investment segment by adding a massive operational burden and forcing firms to reassess their risk management practices, new CFTC regulations are reshaping … Continue reading

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SEC Socializes Public Disclosure

Guest Contributors: Eric Hazard and Jade Faugno, Intermarket Communications In the immortal words of Heraclitus, “change is the only constant,” and once again the financial services industry – and those who communicate about it – will find ourselves evolving with … Continue reading

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The Salesperson’s Role in the IT War

Guest Contributor: Jim Muir, Financial Management Expert; Director, API Software, AutoRek Recent dynamics on financial services businesses – such as small margins, political pressures and an influx of new regulations – have stretched technology resources to, and in some cases … Continue reading

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Innovation goes East – Dawn of the Technology Spring

Guest Contributor: Neil Vernon, Development Director at Gresham ComputingI’m writing this from Singapore, identified last year by Insead as the 3rd most innovative country in the world and in March 2013 named “Top Innovation City” in a Wall Street journal … Continue reading

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The Rising Voice of Transparency and Control in Fund Operations

By John Herlihy and Geoff Hodge, Milestone Group Boards, auditors, management and shareholders have been making their voices heard: among the alphabet soup of new fund management regulations, transparency and control are the common themes. We are now indisputably at … Continue reading

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The Dark Art of Magic Quadrants and Pitching Analysts

Guest Contributor: Sally Yates, Head of Influence, Metia Tap in Magic Quadrant into Google and up pops a raft of press releases happily announcing the ‘winners’ in the latest two by two grid wars. Like them or loathe them, MQs … Continue reading

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Lean and Efficient Best Practices: Utilities, Shared Services and Centres of Excellence in Reconciliations

Guest Contributor: David Penney, Executive Vice President , SmartStream Technologies Ltd Reconciliations are an essential part of back office processing throughout financial services and markets. Experience with our customers leads to the conclusion that Internal Utilities are already well established … Continue reading

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Why Not T+0?

Guest Contributor: Jeremiah J. O’Connell, Chief Executive Officer & senior principal, Jeremiah Associates LLC The global industry is once again exploring the ideal settlement cycle. This has been a focus since an earlier change to T+3. The motivation for change … Continue reading

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