Collaborating for Client Success in a Complex Environment
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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!
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Exploring the Evolution of Gold and its Digital Future with David Tait
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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!
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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.
Exploring Generative AI in Alternative Investments
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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!
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Examining Economic Trends and Navigating What’s Ahead with Carl Tannenbaum
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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!
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Unpacking the Power of Data and AI in Finance with Carl Boneri
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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!
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Rugby, Resilience, and Redefining Operating Models with Gary Paulin
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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!
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Preparing for T+1
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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!
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The Digital Workplace Transformation with Charles Lamanna and Pete Cherecwich
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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!
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Metrics that Matter: ESG Data in Private Markets
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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!
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