Podcasts about advent software

Today, I am delighted to speak with Kent Lawson, FOX's own CTO and the leader of the FOX Technology Partners Program. Kent brings 25 years of experience as a professional in the wealth management industry, with a deep focus in technology for the family office. Prior to joining FOX, Kent spent a decade as an executive at a single-family office, and in that capacity, he was an active FOX member and a strong contributor to the FOX community. He also served as a business analyst and consultant for Advent Software, as COO of a trust company, and other technology solution vendors. Kent is one of very few people in the world who have had a front-row seat throughout the evolution of the family office as an operational unit and the emergence of the ecosystem of technologies that are focused on supporting and automating family offices. He provides a brief overview of the last 10 years of how family offices, and the specialized technology solutions that serve them, have evolved. Given this historical context, he then delves into what it all means for family offices today, going over what they need to know and what key capabilities they need to develop or acquire. As we see in our daily interactions with families and family offices at FOX, pretty much every family office faces two major challenges on their digital transformation path – technology selection and technology implementation. Kent offers his practical advice for family offices and advisor firms who are looking to select and implement FO-specialized technology solutions, highlighting the common pitfalls, and offering practical tips and shortcuts to success. Keeping up with all the new and existing providers of technology solutions for the FO space is another significant challenge. Kent provides valuable suggestions for how family office professionals and leaders can stay educated on all the vendors and their platforms, on all the trends and developments in the FO technology space, and on the best practices related to digitizing the family office and the ever-broader set of family wealth management services. Do not miss this deeply insightful conversation with the world's leading technology expert in the family office and family wealth space.

Back in 2008, when Jim Cox was controller for investment management software company Advent Software, he was invited by that firm's founder and CEO, Stephanie DiMarco, to accompany her to an investor meeting. “I just sat there smiling and hoped that nobody would ask me a question,” comments Cox, recalling one of a number of experiences that he credits with helping him to step beyond his accounting career roots. The meeting's biggest take-away, Cox tells us, was about repetition. He explains: “Guess what? All 20 investors asked six of the same questions and two questions that were unique to them.” Looking back, Cox believes that DiMarco was providing him with an opportunity to not only develop a rapport with investors but also polish his communication skills. “When Stephanie brought me along, I think she was like, ‘Let's try this out,'" continues Cox, who stepped into Advent's CFO office in 2009, only 3 years after joining the company.    Cox had been recruited to Advent by a VP of finance who had formerly been a client of Cox's when he was an accountant at Pricewaterhouse.    “Be good to your clients,” advises Cox, who credits yet another client executive with encouraging PwC to relocate him to New Zealand for a 2-year stint. Asked about his early career's lengthy tenures at PwC (10 years) and Advent (9), Cox reports that he doesn't think that he missed out by not changing jobs more frequently. “You can stay at the same company, but it's about doing different things,” he comments. Today, having served in multiple CFO roles, Cox likes to measure his stint as Advent's CFO differently since its was publicly held: “I like to say that I was a public company CFO for 22 quarters—because when you're a public CFO, you live one quarter at a time.” –Jack Sweeney

Welcome to another episode of Develomentor. Today's guest is Mike Gamson. Mike first joined the Relativity team in 2017 as a member of the advisory board. He got the unique opportunity to get to know the company’s business and team extremely well before stepping up to the role of CEO in 2019. Mike brings over 20 years of recruitment, sales, and product marketing experience to Relativity. In his former role at LinkedIn, Mike oversaw LinkedIn’s Global Solutions Organization (GSO) for its more than 30 offices worldwide, focusing on servicing corporate customers in three primary areas—talent solutions, marketing solutions, and sales solutions. Before LinkedIn, Mike was director of product marketing at Advent Software, a provider of enterprise software for investment managers, where he led the trading and order management business. Mike received his bachelor’s degree from Amherst College.Episode Summary“We ran out of money in Costa Rica. It was from that necessity of finding a way to perpetuate our ability to stay in Costa Rica, that we ended up starting a business, and the business was a restaurant at first.”“I had a lot of insecurity around how my choice of study, religion, and fine arts, would be viewed by the business community. So I did ultimately think that spending some time in a bank would be helpful. And it was helpful both in what it taught me and what it reinforced in me that I did not want to do for a living.”“I found myself in a sales role without any real sales management experience. I had managed a very small team of salespeople for a year, but now I was VP of sales at a company that we thought we had something special, but we didn’t know exactly how big. We didn’t know that it was going be the killer app at LinkedIn that turned into a multi-billion dollar revenue line for the company.”—Mike GamsonAdditional ResourcesLearn more about Relativity, focused on e-discovery https://www.relativity.com/Escape Velocity – by Geoffrey A. Moore https://amzn.to/2FPwUPi (learn about rapid business growth and scaling)You can find more resources in the show notesTo learn more about our podcast go to https://develomentor.com/To listen to previous episodes go to https://develomentor.com/blog/Follow Mike GamsonLinkedIn: linkedin.com/in/mikegamson/Follow Develomentor:Twitter: @develomentorFollow Grant IngersollTwitter: @gsingersLinkedIn: linkedin.com/in/grantingersoll

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on Wealth Management Today and was written by Craig Iskowitz. "Big institutions don't want to buy code that one guy wrote in his spare room; if there's no team behind it, they get very, very nervous." — Steve Strand This month’s Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […] The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on Wealth Management Today and was written by Craig Iskowitz.

The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz. “Big institutions don't want to buy code that one guy wrote in his spare room; if there's no team behind it, they get very, very nervous.” — Steve Strand This month's Winners of Wealthtech interview is with Steve Strand, who graduated from UC Berkeley with an electrical engineering degree and later went on to co-found […] The post #WinnersOfWealthTech Ep 20: Steve Strand, Co-Founder of Advent Software appeared first on and was written by Craig Iskowitz.

Pete Hess share how meaning and connection are vital to any winning culture.  As the CEO of Lithium Technologies and former CEO at Advent Software, he has lead teams through practical exercises in developing real connections with their coworkers that allow for much needed dialogue on the issues of company mission and values and how they relate to day-to-day work for every member of the team.

Join us as Nat Cramer, Senior Manager of Demand Generation Marketing at Advent Software shares his approach to creating optimal and profitable customer experiences though the integration of Content Marketing and Demand Generation.  Nat will provide insights into the role of data and content performance measurement, the value of cross-functional collaboration and education, and the ultimate win in terms of customer acquisition, retention and market share when all the pieces come together. 

If blogs are the core of your social media diet, how must they adapt to keep your personal and business presence successful? Join us with Six Apart's VP of Products Michael Sippey, live from Sun's campus, as we chat and take your questions through the key updates for your blogs. Stay tuned for an exclusive Socially Speaking giveaway!Michael Sippey is VP of Products at Six Apart, responsible for product strategy and management for the TypePad, Movable Type and Vox blogging platforms. Previously, Michael was part of the founding management team at email services agency Quris, led engagements at the Internet consulting firm Viant, and managed market data and transaction download systems at Advent Software. He blogs at sippey.typepad.com.

If blogs are the core of your social media diet, how must they adapt to keep your personal and business presence successful? Join us with Six Apart's VP of Products Michael Sippey, live from Sun's campus, as we chat and take your questions through the key updates for your blogs. Stay tuned for an exclusive Socially Speaking giveaway!Michael Sippey is VP of Products at Six Apart, responsible for product strategy and management for the TypePad, Movable Type and Vox blogging platforms. Previously, Michael was part of the founding management team at email services agency Quris, led engagements at the Internet consulting firm Viant, and managed market data and transaction download systems at Advent Software. He blogs at sippey.typepad.com.