Fireside Chat with… SS&C’s Bill Stone

Global Custodian sits down with the founder and CEO of SS&C, Bill Stone, to discuss the origins of the company and the development of the fund administration industry.

Moving on up

Independent investment bank Cowen has traversed the recent market difficulties well, increasing business lines and geographic reach in the last two years. Here, Jack Seibald, managing director and global co-head of prime brokerage and outsourced trading, discusses the market conditions and the firm’s upcoming acquisition by TD.

What does a custodian do for alternative investment managers?

Legacy mutual fund managers are likely accustomed to hearing about custody requirements driven by regulation, but what does a custodian do for alternative asset managers who are not experienced in hiring a qualified custodian? Amy Small, who heads up UMB Institutional Custody, discusses.

The next evolution in private capital for closed-end funds

Private markets have reached an inflection point after years of growth and alpha generation have led to competition, visibility, and regulatory oversight. To prepare for the next evolution, three CSC executives from North America, Asia-Pacific, and Europe discuss the changes, how fund managers can prepare, and what the future holds for this burgeoning sector.

Don’t fight the ’40 Act!

The Investment Company Act of 1940 has long imposed extra obligations on certain types of funds with the aim of protecting the ultimate investing beneficiary. Mutual funds and certain other collective investments have worked comfortably within its constraints for decades. Maureen Quill, executive director of registered funds at UMB Fund Services, explains what private funds need to do to succeed in a regulated environment.

The Superannuation Crossroad

Global Custodian, in partnership with J.P. Morgan, is delighted to bring you a brand new publication closely examining the colossal and unprecedented changes affecting Australia’s superannuation fund industry. In this issue we speak with some of the largest super funds about their opportunities and challenges, and how their relationships with custodians are changing.

Outsourcing in private equity: A business case now too substantive to ignore

A new wave of macroeconomic and internal factors are driving private equity firms to outsource, to the point where the business case is becoming just too substantive to ignore, according to Apex Group’s global head of business development, Aman Bahel.

The benefits of technology simplification

On the release of its whitepaper on technology simplification along the trade lifecycle, Global Custodian spoke to Vijay Mayadas, president, capital markets at Broadridge about the market context for such an initiative.