On the Road With FundCount
FundCount has participated as a sponsor and presenter at several conferences over the past quarter. Operational efficiency was the overarching message at all events.
At the Lido Family Office Investment Symposium in Santa Monica, California, COO Mike Slemmer spoke on “Alpha Ignored? Rethinking Family Office Operations and Technology.”
In the session, he discussed the many costs of inefficient operations, including missed opportunities from lack of investment insight.
Later in March, at the FWR Fintech Summit, FundCount partnered with Family Wealth Report to launch the research study, “Efficiency in Accounting and Investment Analysis.” Based on a survey of 44 single and multi-family offices globally and in-depth interviews with senior executives, the study provides a comprehensive look at the operational and technological challenges of family offices.
At the Marcus Evans Private Wealth Summit in Boston, FundCount client Marcie Odum of the Lupton Company spoke on “Challenges and Successes in Managing Operational Change.”
And finally, in April, FundCount sponsored the Palm Beach Global Financial Forum in Florida. At this hedge fund/fund administration conference, FundCount led a roundtable on “Optimizing Fund Administration and Hedge Fund Operations.”
Look for FundCount at the following upcoming events:
- Family Wealth Alliance WealthTech Symposium
June 13, Chicago
- Global Family Office Conference
June 13, London