Meeting Information
How to Leverage FinTech in Asset Management, Family Offices and RIAs
Date:
Tuesday February 16, 2021
Time:
4:30pm - 6:00pm
Location:
How to Leverage FinTech in Asset Management, Family Offices and RIAs. Speaker:Stephen Van de Wetering is the founder and CEO of Empaxis Data Management,
Directions:

Meeting capacity:

66

Suggested Donation:

Agenda:
How to Leverage FinTech in Asset Management, Family Offices and RIAs


Points Covered in the Presentation:

• Discover areas of opportunity to leverage fintech
• How to properly implement fintech solutions
• Pitfalls to avoid when adopting new systems
• Sticking with legacy systems vs. buying new
• Buying new systems vs. building in-house
• Project management tips
• How to make migration easier
• Third-party vendor management tips
• Best practices for hiring fintech talent


About the Presenter:



Stephen Van de Wetering is the founder and CEO of Empaxis Data Management, a financial technology and operations outsourcing services provider for wealth and asset managers, family offices, hedge funds, banks and financial institutions.

Prior to launching Empaxis, Stephen got his start in the industry working in operations at Pacific Life and PIMCO, as well as consulting for Advent Software (now SS&C).

Stephen holds a bachelor’s degree in Economics from the University of Southern California.
For meeting information, please contact:

Doug Zucker

dzucker@trustedadvisorscorp.com
(914) 319-0295
Attendees
66
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