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Faster Forward

Faster Forward

98 episodes — Page 2 of 2

August Market Pulse (Audio)

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Aug 13, 202434 min

The State of AI in Financial Services

Join Mike Srdanovic, Chief AI Architect at Northern Trust, and Charles Morris, Chief Data Scientist for Financial Services at Microsoft as they explore the rapid advancements in AI technology and its impact on the financial services industry. Mike and Charles share a comprehensive overview of AI co-pilots and agents, regulatory challenges, and the evolving landscape of AI models, highlighting both current applications and future potential. Key Highlights: The ongoing adoption of AI in financial services and how it compares to other industries The role of co-pilot and agents and how they are enhancing productivity and revolutionizing workflows in the financial services arena The model ecosystem and the open source versus proprietary debate The challenges of regulation and safety The future of AI capabilities And much more! Connect with Charles Morris: LinkedIn: Charles Morris Connect with Mike Srdanovic: LinkedIn: Mike Srdanovic

Aug 6, 202426 min

July Market Pulse (Video)

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Jul 25, 202436 min

July Market Pulse (Audio)

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Jul 25, 202436 min

Collaborating for Client Success in a Complex Environment (Video)

How do two leaders of a global banking institution work together to navigate the challenges of today’s financial landscape while providing the best possible client experience? Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their unique perspectives on the asset servicing and asset management industries and discuss how they are collaborating across business lines to help our clients stay competitive in an increasingly complex environment. This episode will cover: Pete and Daniel’s career journeys and the many responsibilities of their current roles at Northern Trust The relationship between investment operations and investment strategy Emerging trends and potential untapped sources of value in the current environment How Pete and Daniel work together to best serve Northern Trust’s clients What they’ve learned and admire about one another And more! Connect with Pete Cherecwich: Northern Trust: Pete Cherecwich LinkedIn: Pete Cherecwich Connect with Daniel Gamba: Northern Trust: Daniel Gamba LinkedIn: Daniel Gamba

Jul 11, 202424 min

Collaborating for Client Success in a Complex Environment

How do two leaders of a global banking institution work together to navigate the challenges of today’s financial landscape while providing the best possible client experience? Pete Cherecwich, President of Asset Servicing at Northern Trust, and Daniel Gamba, President of Asset Management at Northern Trust join this “special edition” Faster Forward episode to share their unique perspectives on the asset servicing and asset management industries and discuss how they are collaborating across business lines to help our clients stay competitive in an increasingly complex environment. This episode will cover: Pete and Daniel’s career journeys and the many responsibilities of their current roles at Northern Trust The relationship between investment operations and investment strategy Emerging trends and potential untapped sources of value in the current environment How Pete and Daniel work together to best serve Northern Trust’s clients What they’ve learned and admire about one another And more! Connect with Pete Cherecwich: Northern Trust: Pete Cherecwich LinkedIn: Pete Cherecwich Connect with Daniel Gamba: Northern Trust: Daniel Gamba LinkedIn: Daniel Gamba

Jul 11, 202424 min

June Market Pulse (Video)

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Jun 26, 202428 min

June Market Pulse (Audio)

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Jun 26, 202428 min

Exploring the Evolution of Gold and its Digital Future with David Tait

Join Gary Paulin, Head of Enterprise Client Solutions at Northern Trust, in conversation with David Tait, CEO of the World Gold Council. They discuss David’s vision for gold’s digital future, his work to develop a database of responsibly-sourced gold and ambition to create positive impact across the ecosystem, including a digital token, backed by gold. Key highlights include David’s views on: Digital Gold and his ambitions for the digitalisation and tokenisation of gold Gold Prices and what’s driving the recent surge in demand for gold Gold’s evolution as an asset class including his perspective on its role in portfolios Providing provenance to buyers and improving gold governance Providing legitimacy to artisanal producers and removing bad actors from the ecosystem His Personal Journey: Hear about David Tait’s inspirational journey, his 5 Everest climbs, charity work for the NSPCC, the challenge he was set by the Queen and the story behind the film “Sulphur and White” And much more! Resources: David with the Queen’s 60yr flag on the summit in 2013: Photo 1 and Photo 2 Connect with Gary Paulin: LinkedIn: Gary Paulin About Gary Paulin: Northern Trust: Gary Paulin Connect with David SJ Tait: LinkedIn: David SJ Tait Website: David Tait Website: Gold.org Sulphur and White Sulphur and White | Official Movie Website | Watch Now Watch Sulphur and White | Prime Video (amazon.co.uk) Sulphur and White – Apple TV (UK) About David SJ Tait: David Tait was appointed CEO of the World Gold Council in November 2018. During his 35 years in the financial services industry, David has worked for a variety of highly regarded firms, most recently as Global Head of Fixed Income Macro Products at Credit Suisse. Prior to that he held senior trading roles at both Credit Suisse and UBS Investment Bank. David began his career trading at Goldman Sachs, and then moved to Credit Suisse before building considerable asset management experience as a Partner at Bluecrest Capital. He is a member of the Financial Markets Standards Board (FMSB) Advisory Council and chairs FMSB’s Precious Metals Working Group. David is also a major supporter of the NSPCC and has raised over £1.5 million by summiting Mount Everest on five occasions. He was the first person to traverse Everest from the North to South in 2007. He is an ex-trustee, Chair of the Rebuilding Childhoods Board and was awarded an MBE by the Queen for his services to the charity. His life story has been made into the Julian Jarrold directed motion picture “Sulphur and White” starring Anna Friel, Dougray Scott, Mark Stanley and Emily Beecham. The Royal Premier was February 2020 and the proceeds will benefit the NSPCC.

Jun 12, 202442 min

MAY MARKET PULSE (VIDEO)

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May 22, 202438 min

MAY MARKET PULSE (AUDIO)

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May 21, 202438 min

Exploring Generative AI in Alternative Investments

Join Mike Srdanovic, Director of Enterprise Architecture at Northern Trust, and Phillip Mortimer, Chief Scientist at Accelex for an overview of large language models, generative AI and its potential applications in the financial services industry. The two delve into how generative AI has the potential to disrupt and shape the alternative asset space, and Phillip shares different ways Accelex is harnessing this technology to deliver innovative solutions to its clients. Key Highlights: Learn about Accelex’s unique platform that skillfully transforms unstructured data into valuable structured insights How Accelex’s AI-driven approach to document ingestion and data extraction goes beyond traditional methods for enhanced accuracy and efficiency Understand how cutting-edge AI models are refining Accelex’s data processing, making complex tasks more straightforward and precise Hear about the ongoing challenges within AI, as well as the exciting future of AI in financial services and the alternative investments space And much more! Connect with Phillip Mortimer: LinkedIn: Phillip Mortimer Accelex Tech Connect with Mike Srdanovic: LinkedIn: Mike Srdanovic

May 15, 202427 min

APRIL MARKET PULSE (VIDEO)

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Apr 30, 202429 min

APRIL MARKET PULSE (AUDIO)

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Apr 30, 202429 min

Examining Economic Trends and Navigating What’s Ahead with Carl Tannenbaum

Carl Tannenbaum, Northern Trust’s Chief Economist joins Faster Forward for an engaging discussion on the current economic landscape. Carl offers expert insights on the factors that are driving recent trends, potential headwinds to be aware of, and expectations for the remainder of 2024. Key Highlights: The U.S. economy’s robust performance against the backdrop of higher interest rates and evolving inflation trends The Federal Reserve’s recent guidance for inflation control and Carl’s predictions for potential rate reductions in 2024 Carl’s thoughts on evaluating how the upcoming presidential election will affect the economy and markets Examining economic trends across continents, from Carl’s recent visit to Europe to Asia’s mixed fortunes in Japan and China The notion that geopolitical risk should be a major consideration for investors and how Northern Trust is attempting to address this at the bank And much more! Connect with Carl Tannenbaum: LinkedIn: Carl Tannenbaum About Carl Tannenbaum: Northern Trust: Carl R. Tannenbaum

Apr 10, 202421 min

MARCH MARKET PULSE (VIDEO)

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Mar 25, 202425 min

MARCH MARKET PULSE (AUDIO)

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Mar 25, 202425 min

Unpacking the Power of Data and AI in Finance with Carl Boneri

Explore the intersection of finance, data, and artificial intelligence in this episode of Faster Forward, featuring Carl Boneri, Head of Engineering and Data Science, Front Office Analytics at Northern Trust. Listen as Carl discusses his career path, the increasingly critical role that data, AI, and Machine Learning play in today’s world, the value derived from unlocking and organizing data to create actionable insights, the future of technology, and more. Key Highlights: Carl’s career journey began in finance and led him to become a technical founder of a cognitive computing startup Why Carl joined the Front Office Analytics team at Northern Trust The view of data as a potential, untapped source of intelligence Why organized data is crucial for AI success How AI is transforming client service at Northern Trust What excites Carl about the future of data and AI in finance And much more! Connect with Carl Boneri: LinkedIn: Carl Boneri

Mar 13, 202444 min

February Market Pulse (Video)

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Feb 22, 202421 min

February Market Pulse (Audio)

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Feb 22, 202421 min

Rugby, Resilience, and Redefining Operating Models with Gary Paulin

Faster Forward welcomes Gary Paulin, Head of Global Strategic Solutions at Northern Trust. Gary’s journey has taken him from his family’s fruit farm in New Zealand to his current role in which he works to ensure Northern Trust’s solutions remain closely aligned with the fast-evolving requirements of clients around the world. He recounts his early days, fueled by a passion for rugby, and his career journey through to the present day. As well as insights from his career, Gary also shares perspectives on the transformational changes impacting Northern Trust’s asset owner and asset manager clients, and the key factors driving and changing their decision-making. Key Highlights: Transition from rural beginnings in New Zealand to founding a brokerage house in London and current role as Head of Global Strategic Solutions for Northern Trust Asset Servicing Views on the operating models, new investment tools, and ideas required for asset owners to navigate today’s very different market conditions from those of the recent past Opportunities for business model optimization and improved margin resiliency for asset managers in response to today’s asset volatility and broken industry economics Thoughts on AI’s potential role in augmenting decision-making processes across the investment industry The value of leveraging unique, internal data to secure competitive advantage And much more! Connect with Gary Paulin: LinkedIn: Gary Paulin About Gary Paulin: Northern Trust: Gary Paulin

Feb 6, 202428 min

January Market Pulse (Video)

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Jan 24, 202424 min

January Market Pulse (Audio)

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Jan 24, 202424 min

Preparing for T+1

Faster Forward welcomes Natalie Berkecz, Global Head of Regulatory Solutions at Northern Trust, to explore the industry’s pivotal shift to a T+1 settlement cycle. In this episode, Natalie discusses the impact the change will have, the steps that regulatory bodies and market participants are taking to ensure the transition is as seamless as possible, and the opportunities this change will unlock for the industry. Key Discussion Points: Market developments in recent years that have supported a transition to T+1 The benefits of this transition on various market participants Challenges the industry may face with the change to a shorter settlement cycle Addressing the impact to the EMEA and APAC markets, given that the transition is for US and Canadian settlement cycles Preparing operationally for a shorted settlement cycle Steps that organizations such as Northern Trust are taking to make the transition as seamless as possible for clients And much more! Connect with Natalie Berkecz: LinkedIn: Natalie Berkecz About Natalie Berkecz: Northern Trust: Natalie Berkecz

Jan 10, 202418 min

December Market Pulse (Video)

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Dec 20, 202323 min

December Market Pulse (Audio)

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Dec 20, 202323 min

The Digital Workplace Transformation with Charles Lamanna and Pete Cherecwich

The digital workplace is the future of work. Charles Lamanna, Corporate Vice President, Business Applications & Platforms at Microsoft, and Pete Cherecwich, President of Asset Servicing at Northern Trust, join Faster Forward to explore the nuances of digital workplace transformation, share insights about the future landscape of work, and offer an exclusive peak into the strategic collaboration between Northern Trust and Microsoft. Episode Highlights: How technology is reshaping traditional work paradigms and the future of work The role of AI, automation, and remote collaboration in a digital workplace What sets Microsoft’s software solutions apart and how their technology continues to evolve to better service customers Why Northern Trust chose Microsoft Dynamics 365 and how its capabilities help strengthen Northern Trust’s client servicing The concept of citizen developers and low-code/no-code technology And much more! Connect with Charles Lamanna: LinkedIn: Charles Lamanna Connect with Pete Cherecwich: Northern Trust: Pete Cherecwich LinkedIn: Pete Cherecwich

Dec 5, 202329 min

November Market Pulse (Audio)

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Nov 28, 2023

November Market Pulse (Video)

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Nov 21, 202326 min

Metrics that Matter: ESG Data in Private Markets

With asset owners increasingly looking to align private market investments with ESG considerations, consistent reporting and data standards are paramount. This episode of Faster Forward, featuring Marc Mallett, Head of Platform Strategy and Marketing at Northern Trust, and Scott Kennedy, President and Co-Founder of Novata, navigates the intricacies of ESG considerations within private markets. Listen as they discuss the growing need for data standardization in the space and the innovative solutions that Novata has for a company’s ESG journey. In this episode, Marc and Scott touch on: Scott’s career and what pushed him to become a founder of Novata The current state of ESG data, transparency, and reporting Asset owners’ increased focus on ESG considerations The lack of ESG data collection and reporting in private markets How Novata helps companies on their ESG journey through benchmarking and data solutions to support more informed, ESG-related decision-making And much more! Learn more about Scott Kennedy: Novata: Scott Kennedy Connect with Scott Kennedy: LinkedIn: Scott Kennedy  

Nov 8, 202326 min

The Northern Trust Carbon Ecosystem’s Digital Platform Explained with Ant Stevens

In this episode, Ant Stevens, Head of Innovation, Digital Assets and Financial Markets, at Northern Trust discusses the new digital carbon ecosystem platform that connects project developers working to remove greenhouse gasses with institutional buyers. He explains the concept of digitizing carbon assets and the importance of understanding and reducing carbon footprints. Ant also gives insights into voluntary carbon credits and highlights the Northern Trust carbon ecosystem’s platform, which provides transparency and information to buyers. He mentions specific project developers the team is working with and explains that the platform is currently in the final stages of production. Ant discusses: The digital initiative connecting project developers and institutional buyers in the carbon market Carbon digitalization and the focus on carbon avoidance and removal projects due to climate change impacts The importance of understanding, calculating, and reducing carbon footprints Voluntary carbon credits and their value determination An overview of the Northern Trust carbon ecosystem’s digital platform for institutional buyers And more! Connect with Ant Stevens: LinkedIn: Ant Stevens About Ant Stevens: Northern Trust: Anthony Stevens

Oct 25, 202322 min

AI Explained: Understanding the Technology Shaping Our World with Mike Srdanovic

In this relaunch of the Faster Forward podcast, we are joined by Mike Srdanovic, Director of Enterprise Architecture at Northern Trust. Mike dives into the ever-evolving world of artificial intelligence (AI). AI is a transformative technology that is revolutionizing our world and reshaping the future. Mike will discuss how AI has evolved over recent years, talk about current use cases across industries, and address both the opportunities and challenges of the technology in the future. Listen as this episode covers: The history of AI and how it has evolved over the years The difference between AI and generative AI Use cases for AI across industries Potential limitations, challenges and opportunities associated with AI Mike’s thoughts on how AI will transform our world Connect with Mike Srdanvoic: LinkedIn: Mike Srdanovic

Oct 4, 202318 min

Crypto Custody Without Compromise with Julian Sawyer

In this episode, Julian Sawyer, CEO of Zodia Custody, discusses how his business satisfies institutional investors’ need for a digital asset custodian that understands traditional custody while also meeting investors’ high expectations. Julian also explains how Zodia Custody keeps up with the ever-changing crypto asset market. Julian discusses: What differentiates Zodia Custody in the market How institutional investors are leveraging cryptocurrencies in their investment strategy How Zodia Custody stays agile and responds to changing client needs without compromising security or reliability And more Connect with Julian Sawyer: LinkedIn: Julian Sawyer Zodia Custody

Jun 28, 202321 min

Beyond Asset Tokenization with Dan Sleep and Zhu Kuang Lee

This episode of Faster Forward features Dan Sleep, Digital Assets and Financial Markets Specialist at Northern Trust, and Zhu Kuang Lee, Managing Director and Chief Digital, Data & Innovation Officer at HSBC. The pair will discuss the power of tokenization as a true disruptor and how tokenization and the broader growth of the digital world are challenging how asset servicers operate. Dan and Zhu Kuang discuss: Significant changes and innovations in the industry due to the rise of digital assets Regulatory challenges in the digital assets space The need for asset servicers to adapt to stay ahead of investor expectations Servicing a blended ecosystem of traditional and digital assets And more Connect with Dan Sleep LinkedIn: Dan Sleep Northern Trust: Dan Sleep Connect with Zhu Kuang Lee: LinkedIn: Zhu Kuang Lee

Jun 14, 202332 min

The Digitization of Private Equity Data with Clive Bellows

Clive Bellows, Head of Global Fund Services, EMEA, at Northern Trust joins the Faster Forward podcast to discuss the digitization of the private equity market and the opportunities that lie ahead as technology continues to evolve. Clive discusses: The current private equity market and the digitization of the asset class Technological advancements in the PE space The importance of choosing a provider with the ability to service you in the present day and into the future And more Connect with Clive Bellows: LinkedIn: Clive Bellows About Clive Bellows: Northern Trust: Clive Bellows  

May 31, 202313 min

Conversations on Crypto with Chris Carrano

In this episode, we are joined by Chris Carrano, Vice President of Strategic Research at Venn by Two Sigma, to discuss the work that Venn is doing in the digital assets space, the Venn platform, and how returns-based analytics can help investors better understand their risk. Listen in as Chris discusses: Venn by Two Sigma’s holistic investment analysis platform How Northern Trust and Venn by Two Sigma’s partnership brings unique quantitative insights to institutional investors How institutional investor interest in cryptocurrencies has changed the investment landscape The impressive capabilities of Venn’s platform and risk analytics engine And more! Connect with Chris Carrano: LinkedIn: Chris Carrano  

May 16, 202323 min

The Elevated Hedge Fund Investor Experience with Todd Frank

As technology continues to evolve, investors are seeking seamless and interactive user experiences to help them access and analyze their investment performance. In this episode, Todd Frank, Co-Chief Operating Officer at Northern Trust Hedge Fund Services, North America, discusses how advancements in digitalization through cloud-based platforms are enabling investors greater insight into their performance and providing enhanced transparency, offering investors a more sophisticated user experience. Topics explored: Technology capabilities in the hedge fund space How investor expectations around technology are shifting The capabilities of cloud-based platforms in regard to providing greater insights and performance metrics The importance of embracing the shift in digital platforms How Northern Trust is working to offer “white glove customer service” to hedge fund investors And more Connect with Todd Frank: LinkedIn: Todd Frank

May 3, 202319 min

Advancements in Digitized Banking with Peter Sanchez

As the world becomes increasingly digitized, the banking industry is no exception. In this episode, Peter Sanchez, Global Head of Banking and Treasury Services at Northern Trust, dives into the current environment for banking, trends in cash usage and demand for liquidity amongst investors, and the challenges and opportunities that lie ahead in the pursuit of instantaneous, real-time payments. Peter discusses: The current environment for banking and trends in cash usage and demand for liquidity The push for real-time reporting on balances and settlements The implications of instantaneous cash delivery What Central Bank Digital Currencies are and how they differ from cryptocurrencies The impact that Distributed Ledger Technology has on advancements in digitized baking And more Connect with Peter Sanchez: LinkedIn: Peter Sanchez About Peter Sanchez: Northern Trust: Peter Sanchez

Apr 19, 202312 min

The Current Landscape for Digital Assets with Justin Chapman

Season two of the Faster Forward podcast will be focused on digitization and digital assets. To kick off the season, we are joined by Justin Chapman, Executive Vice President and Global Head of Digital Assets and Financial Markets at Northern Trust. In this episode, Justin gives our listeners a glimpse into the current landscape for digital assets, examines key trends in the space, and explains how he is helping his organization move faster forward through digital innovation. Justin discusses: His background and how he got to his current role at Northern Trust The formation of Northern Trust’s Digital Assets and Financial Markets Group How partnerships have helped to accelerate Northern Trust’s innovation in the digital arena The regulatory environment for digital assets How digital assets have and will continue to transform traditional securities services and what Justin expects for the business over the next five to ten years And more! Connect with Justin Chapman: LinkedIn: Justin Chapman Northern Trust: Justin Chapman  

Apr 3, 202321 min

Fairway Findings: Data Analytics in Golf with Mark Broadie and Pete Cherecwich

To close out season one of the Faster Forward podcast, we are joined by an exciting set of guests: Pete Cherecwich, President of Asset Servicing at Northern Trust, who will be stepping in as our episode host, and Mark Broadie, Professor of Business at Columbia Business School and Author of “Every Shot Counts: Using the Revolutionary Strokes Gained Approach to Improve Golf Performance and Strategy” and member of the USGA handicap research team. Mark discusses his career as a Professor of Business at Columbia University, where he teaches finance, business, and sports analytics courses. He shares insights from his highly renowned book, where he applied his analytical skills from the financial world to uncover secrets of the game of golf, and explains how he is helping students and golfers across the globe move Faster Forward through the power of data. Join the conversation as Mark discusses: His focus on teaching analytical concepts and methods with a sports niche The strokes gained approach and how it provides a greater analysis of a player’s performance compared to traditional statistics How professional and amateur golfers alike can embrace the strokes gained approach to improve their game What is next in Mark’s career, and what is his favorite course to play And more Connect with Pete Cherecwich: LinkedIn: Pete Cherecwich Northern Trust: Peter B. Cherecwich Connect with Mark Broadie: LinkedIn: Mark Broadie

Mar 14, 202325 min

Improving Investment Decisions with Equity Data Science

Data is the most valuable resource to asset managers but probably the most underutilized. However, cutting-edge data analysis solutions are more accessible and cost-effective than many managers realize. In this episode, Greg McCall, Co-founder, President & CFO at Equity Data Science, discusses his background as a portfolio manager which led to him creating Equity Data Science, and how EDS’s cloud-based analytics platform works to provide decision support tools to asset managers to improve investment decisions. Greg also discusses the ways that Northern Trust and EDS leverage their partnership to help move clients Faster Forward through the power of data science. Listen as Greg discusses: His industry experience and how he became co-founder at Equity Data Science How EDS’s platform brings their clients’ internal and external data into a single environment Leveraging data science to make investment decisions repeatable and scalable The EDS and Northern Trust partnership The benefits of EDS’s cost-effective and fully configurable technology Connect with Greg McCall: LinkedIn: Greg McCall

Mar 1, 202327 min

Enhancing Process Documentation with Jennifer Smith and Pete Cherecwich

Documented processes are essential to the function of businesses across the globe. However, manually transcribing processes can be mundane and time-consuming. Fortunately, Scribe is a tool that automates this task, making it significantly easier to create step-by-step process guides and allowing employees more time to focus on productive work. On this episode of Faster Forward, Jennifer Smith, Co-founder and CEO at Scribe, joins Pete Cherecwich, President of Northern Trust Asset Servicing to discuss how Scribe is transforming the distribution of knowledge and data across organizations and how Northern Trust has benefitted since onboarding the tool. Listen as Jennifer and Pete discuss: Jennifer’s career journey and what inspired her to launch Scribe How Pete came to the decision to onboard the tool at Northern Trust How Scribe captures and produces step-by-step process guides The ways Northern Trust employees leverage the tool How the tool allows organizations to be more productive And more Connect with Jennifer Smith: LinkedIn: Jennifer Smith Scribe: About Connect with Pete Cherecwich: LinkedIn: Pete Cherecwich About Pete Cherecwich: Northern Trust: Peter B. Cherecwich

Feb 14, 202330 min

Behavioral Analytics to Drive Alpha with Paul Fahey and Clare Flynn Levy

As asset allocators become increasingly involved in the investment process, they are looking to asset managers to answer questions about their investment decision-making and to explain performance. Without the right technology, it can be difficult for managers to pull out insights and articulate why they made the decisions they made. Investment teams are turning to behavioral analytics to better understand and improve their investment decisions. In this episode, Paul Fahey, Head of Investment Data Science at Northern Trust is joined by Clare Flynn Levy, Founder & CEO at Essentia Analytics to discuss what inspired Clare’s journey to begin Essentia Analytics, how Essentia’s technology gathers and produces actionable insights to help with the investment decision-making process and the ways that Northern Trust and Essentia leverage their partnership to help move their clients Faster Forward through the power of data science. Paul and Clare discuss: Their experiences in the industry that led them to their roles today Why managers and allocators are becoming more interested in behavioral analytics How Essentia’s technology helps managers improve decision making Quantitative and qualitative data that plays a role in portfolio manager’s performance Where the Essentia and Northern Trust partnership is headed And more Connect with Clare Flynn Levy: LinkedIn: Clare Flynn Levy About Clare Flynn Levy: Essentia Analytics Connect with Paul Fahey: LinkedIn: Paul F. Fahey About Paul Fahey: Northern Trust: Paul Fahey  

Jan 31, 202328 min

Trends Impacting Cost and Alpha in Asset Management with Marc Mallett

Data is changing our world. As it becomes more sophisticated, we are given insight into trends that allow us to make better decisions and improve performance. This has proven to be especially true in institutional investing. In this episode of Faster Forward, Marc Mallett, Global Head of Whole Office Strategy at Northern Trust, discusses the current landscape for asset managers in regards to outsourcing services to reduce costs. He also dives into how data has given asset managers meaningful insight into behavioral analytics, which allows them to assess and improve their investment decisions and in turn, generate alpha. Marc discusses: Current trends in asset management and how they are impacted by client behavior An increased interest in outsourced trading desks to provide scale and reduce costs Harnessing data to create meaningful insights and improve performance What investment managers should keep in mind about the future of investing And more! Connect with Marc Mallett: LinkedIn: Marc Mallett About Marc Mallett: Northern Trust: Marc Mallett  

Jan 17, 202317 min

The Data Behind Inflation with Carl Tannenbaum

Economies around the world felt the shock of high inflation rates following a global pandemic and its related effects. While there are various quantitative and qualitative factors at play when forecasting inflation numbers, experts expect that inflation will come down in 2023. In the latest episode of Faster Forward, Carl Tannenbaum, Executive Vice President and Chief Economist at Northern Trust, explains the significant role that data has in projecting inflation rates and preparing global economic forecasts. Carl discusses: His background as an economist and his role at Northern Trust His involvement with the central bank’s response to the 2008 financial crisis The current state of the global economy and where we are headed in 2023 and beyond Qualitative and quantitative methods for forecasting inflation And more! Connect with Carl Tannenbaum: LinkedIn: Carl Tannenbaum About Carl Tannenbaum: Northern Trust: Carl R. Tannenbaum

Jan 3, 202324 min

Asset Owners Create a More Powerful Voice with Melanie Pickett

Asset owners are becoming increasingly more complex and powerful in the way they manage their portfolios. They are coming together in ways they have not before, leveraging data to produce insights and focusing on investments that align with their core values. As the world’s largest, most sophisticated investors these changes have had a significant impact on the institutional investing industry at large. In this episode of the Faster Forward podcast, Melanie Pickett, Executive Vice President and Head of Asset Owners, Americas, at Northern Trust discusses the impacts of trends influencing asset owners today, and how she is helping move her organization faster, forward. Melanie discusses: Her professional journey to where she is now as Head of Asset Owners, Americas How asset owners are becoming more powerful in the investment process The importance of customizable, quality data to provide actionable insights And more Connect with Melanie Pickett: LinkedIn: Melanie Pickett About Melanie Pickett: Northern Trust: Melanie Pickett  

Dec 12, 202215 min

DE&I and Data with Kim Evans

Organizations across the globe are focused on moving the needle in their diversity, equity, inclusion and corporate social responsibility efforts. In this episode of the Faster Forward podcast, Kim Evans gives us an inside look at her role as the Head of Corporate Sustainability, Inclusion and Social Impact at Northern Trust. Kim discusses how data can facilitate Sustainability and DE&I efforts and why these initiatives are so important. Kim discusses: Her background and what DE&I means to her on a personal level Trends in DE&I today How data is used in driving DE&I efforts forward Tracking and quantifying the impact of DE&I and corporate responsibility initiatives How others can strive to move DE&I efforts faster forward either in their personal lives or for their organizations And more Connect with Kim Evans: LinkedIn: Kim Evans About Kim Evans: Northern Trust: Kim Evans  

Nov 29, 2022

Data Driven with Pete Cherecwich

Data is rapidly evolving, and its impact is changing the way that our world operates. Innovations in data have left a big mark on the financial services industry in recent years, allowing organizations access to insights to improve their operations, create new products and better serve clients. Northern Trust has taken advantage of improvements in data and analytics over the years but embracing data has not come without challenges. In this first episode of the Faster Forward podcast, Pete Cherecwich, President of Northern Trust Asset Servicing discusses the role that data plays in investment decision making, DE&I, productivity and organizational change. Pete discusses: The role of data science in investment decision making Data’s impact on DE&I Shaping corporate culture to be more data driven Leveraging data to improve productivity And more Connect with Pete Cherecwich: LinkedIn: Pete Cherecwich About Pete Cherecwich: Northern Trust: Peter B. Cherecwich      

Nov 15, 2022