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OUTSOURCED CFO,
MIDDLE & BACK OFFICE SOLUTIONS

Blog – Applied Fund Solutions - Pag 3

Blog

13Aug

Contribution – Global Custodian – The Chief of Everything

By Daniel Nikci

https://www.globalcustodian.com/features/the-chief-of-everything/
The traditional COO and CFO roles at alternative investment managers no longer exist as they are now required to be technological, compliance and investor relations experts. How prepared are these firms with the changing nature of their roles, and how are they turning to their service providers to meet these modern-day challenges?
By Joe Parsons August 13, 2019 10:01 AM GMT

Daniel Nikci, founder and principal of Applied Fund Solutions – an outsourced CFO and middle- and back-office solutions provider to alternative investment managers – believes COOs must be proactive in understanding the technology on offer in order to take on these responsibilities and move on from Excel. 
“The options are out there, and the responsible COO has to take the initiative. They have got to move internally from Excel and lower contributing areas, and into more advanced platforms where they are more analytical,” says Nikci. 

https://www.globalcustodian.com/features/the-chief-of-everything/

 

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06Dec

Speaking Engagement – Digital Assets and Blockchain for Alternative Investment Managers: Taking stock of 2018 and finding the way forward – Hosted by AIMA / Dechert LLP

By Daniel Nikci

2018 has been a dramatic year for digital assets. While prices of many cryptocurrencies swooned from their 2017 highs, the industry notched noticeable progress towards developing an institutional caliber infrastructure and new fund launches have continued to come to market. It’s been a year of maturation, but there’s still plenty of work to be done.

Hear from five industry experts on the current market and regulatory issues facing fund managers and allocators looking to invest in digital assets. The conversation will cover the following issues, but will also leave plenty of time for audience discussion, so please bring your questions:
– Where are we now? Mapping the digital asset fund landscape
– Taking stock of the progress made in the infrastructure – what’s come online and what’s still left to be done
– Doing diligence: challenges of reviewing industry service providers and solutions
– Regulatory review and registration requirements

Moderator:
Timothy Spangler, Partner, Dechert LLP

Speakers:
Scott Army, CEO, Vision Hill Advisors
Daniel Nikci, Founder, Applied Fund Solutions
Alex Stein, Managing Director, Two Sigma
Brice Wilson, COO, XBTO Capital, LP

https://www.aima.org/event/digital-assets-and-blockchain-for-alternative-investment-managers.html?dm_i=2LZ3,1C1CT,7LKVSA,4CFLN,1

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29Nov

Speaking Engagement – Industry Leaders Sessions – Global Custodian Industry Leaders Awards 2018

By Daniel Nikci

Fund administration 2020

The fund administration business is being affected both by growth in investible asset opportunities and consolidation among asset manager clients.  In a matter of years, the framework for providing fund services could radically change. How are fund admins responding?

Topics to be discussed include: 

How is the fund administration model changing as services expand, technology requirements evolve, and service providers consolidate while others grow their business through complimentary acquisitions?

Does the growing popularity of new asset classes bring any additional challenges to the admin process?

What will be the trigger for institutional engagement with investment in crypto-assets? What are the most appropriate vehicles for such investments?

Panelists: 

Jonathan Watkins, managing editor, Global Custodian (moderator)
Daniel Nikci, founder and principal, Applied Fund Solutions
Chris Meader, founder, North America Fund Administration Association
Daniel Smith, president, Trident Trust

https://www.globalcustodian.com/events/industry-leaders-awards-2018/?pid=ab&eday=1
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