Clade

This year I was honored to kick off the holiday season representing NAV Fund Services at the 10 year anniversary of 100WF FundWomen at the iconic NYSE. Special shoutout to our lovely friends Katie Hebert and Sarah Finley at 100 Women In Finance for the invitation. Having worked in the funds space for almost my entire career, making it to the world's financial epicenter was a personal highlight I'll likely remember forever. It was an inspiring day surrounded by such powerful and talented women in finance. Grateful for the chance to learn and connect with the movers and shakers of our ever-evolving fund landscape and meet with our incredible partners Michelle Noyes, CAIA, Jan Oliver Koelble and Jonathan Lipton. Thank you to all those who have been a part of this memorable year and excited for what's to come. Happy holidays 🎉 #WomeninFinance #NYSE #hedgefunds

Is AI the next $600 billion game-changer? In an exclusive session hosted by NAV Fund Services in association with Clade, Preet Chawla, CFA, a top Carnegie investor, shared his insights on AI's transformative potential in investments. From integrating ChatGPT in investment memos to envisioning AI-driven financial modeling, Carnegie is embracing innovation while prioritizing data accuracy. Could this be the start of a new era in asset management? Watch Part 1 of his interview, where he delves into how AI might shape the future of the financial world. #NAVFundServices #FutureOfFinance #InvestmentTrends #ArtificialIntelligence #FinancialTechnology #AssetManagement #NAVInsights #TechInFinance #LPInsights Ambuj Garg | Rea Sarah Caldeira | Sumit Sharma | Jan Oliver Koelble | Jonathan Lipton

NEXT WEEK: Join Institutional Investor for an interview and briefing series with Erik Fransson, Executive Director at the Swedish Fund Selection Agency FTN Fondtorgsnämnden, on their journey to become one of the world’s largest buyer of funds. We will have the chance to hear how his team plans to sift through the vast universe of global managers, and narrow down the chosen few. We will also explore what those involved with capital raising can do to ensure their organisation’s differentiating factors stand out. To join us at either of our 2 upcoming webinars, register via our fintech partner platform Clade: Choose your session Session October 15th - LP Registration: https://lnkd.in/eszDEEgK GP Registration: https://lnkd.in/ekdXFCGV Session October 17th - LP Registration: https://lnkd.in/e2HCQeDT GP Registration: https://lnkd.in/eiA9B8mn The Swedish Fund Selection Agency (FTN) is a government authority with a mandate to procure funds for approximately EUR 100 bn, now seeking to engage with top active and passive managers globally.

Join us for our next FundWomen Spotlight to hear from investment professionals at East Rock Capital, LLC: "How Emerging Managers can Stand out in a Tough Fundraising Environment". Patrick Andersen joined East Rock Capital in 2007. He has contributed to building East Rock’s current portfolio of managers, fostering multiple seed relationships and partnering with managers to help them hone their talent and develop new areas of expertise. Patrick previously worked at Luxor Capital and Putnam Investments. He graduated from Williams College with a BA in Mathematics and Economics. Patrick has run the New York City marathon for over a decade to raise money for Foyer Espoir Les Enfants, an orphanage and school in Haiti. Anne Gibson joined East Rock Capital in 2018. Prior to joining East Rock, she worked in the arts as a gallery assistant, and later moved into a role at a hospitality-focused public relations firm. Anne graduated from Trinity College with a BA in Art History. Managers and Allocators can register for all upcoming spotlights in the FundWomen Community powered by Clade. For inquiries please contact: https://lnkd.in/eaMJchaH 🟪Team 100WF: Allyson Johnson, CAIA Theodora Torcea Silvia Stanescu Myra Chan Denise Hu Daphne Jackson Dickson Erika Cramer Gigi Jia Sanem Alkan Yulia Kosiw Priya Kaftan Rebecca Kerner Reiss Madeleine Stockton Marianne O 🟪Team Clade: Jonathan Lipton Jan Oliver Koelble Angela Ng 🟪Staff: Sarah Finley Carolina De Brigard #100WF #FemaleManagers #Vision30/40

The $22 trillion opportunity no one is talking about: infrastructure for alternative assets. 💥 Alternatives are booming.💥 Private markets are booming. But the biggest opportunity isn't to invest in them... It's to build the tech platforms and infrastructure to SCALE them. 𝗛𝗲𝗿𝗲’𝘀 𝘄𝗵𝘆: In the last 25 years, alternative assets exploded from $1 trillion to $22 trillion. This growth happened despite outdated systems—slow settlements, paper-based processes, and poor data. Now digital transformation is underway. That's why VC’s at OMERS Ventures and F-Prime Capital are so bullish on alternative asset infrastructure. Laura Lenz, Ryan Zauk and Dave Wechsler just wrote a terrific piece I've linked to in the comments. David Jegen and Abdul Abdirahman wrote one last year too (also below). 𝗪𝗵𝗮𝘁 𝘁𝗵𝗲𝘆 𝘀𝗲𝗲:    🔹 𝘞𝘩𝘺 𝘵𝘩𝘦 𝘴𝘩𝘪𝘧𝘵 𝘮𝘢𝘵𝘵𝘦𝘳𝘴: Alternative assets like private equity, credit and real estate are skyrocketing in value, but the infrastructure supporting them is decades behind. Manual processes, opaque data, and limited oversight still dominate.    🔹 𝘛𝘩𝘦 𝘰𝘱𝘱𝘰𝘳𝘵𝘶𝘯𝘪𝘵𝘺:  Startups are building platforms to bring "public equity-like behavior" to alternative assets, with transparent data, open marketplaces, and faster settlement times.    🔹 𝘞𝘩𝘺 𝘯𝘰𝘸? Regulatory scrutiny is ramping up, transaction volumes are surging, and a new wave of tech-driven entrepreneurs is emerging (see the image below, courtesy of OMERS).    🔹 𝘞𝘩𝘺 𝘯𝘰𝘸? Perhaps most importantly - the biggest asset managers in the world want to bring more wealth in. Democratizing access to alts through better tech infrastructure is how they can do it. The race is on to modernize the infrastructure that powers the next $22 trillion. ~~~~ There are so many exciting startups in this space, which runs from AI thru practical applications of blockchain through cloud and data management and more. Firms like 73 Strings, obsiido, Hebbia, Baton Systems, ENTRILIA, CAIS and so many others, solving big-money problems. If you want the best weekly insights in this space, follow and subscribe to Michael Sidgmore and Alt Goes Mainstream (he has a podcast and newsletter). Patrick O'Meara is another great (and deeply innovative) leader to follow. And follow me for more insights on the future of financial infrastructure.