PHXA Chief Risk & Compliance Officer On ADISA Spring Panels

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PHXA Chief Risk Compliance Officer On ADISA
Spring
Panels
Phoenix American, as part of its mission as a
leader in innovation and efficiency for
alternative investments, engages with the
industry on an ongoing basis. The company
participates in conferences, webinars and
roundtables to keep current on emerging trends,
educate colleagues on back-office issues and
collaborate with industry partners to help drive
the industry forward. The companys attendance
at conferences of the Alternative and Direct
Investment Securities Association (ADISA) is an
important part of this engagement. The ADISA
conference series is one of many ways we keep our
finger on the pulse of the direct investment
ecosystem and focus on the innovations in fund
accounting, fund administration and transfer
agent services that help to drive client
success. At the ADISA Spring
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Conference, to be held May 10-12 in Scottsdale,
AZ, Phoenix Americans Chief Risk and Compliance
Officer, Ned Montenecourt, will participate in
two of the conferences panel discussions. Straig
ht-Through Processing for New Investments On
Monday, May 10, Mr. Montenecourt will participate
in the panel Account On-Boarding Digital
Solutions Faster, Cleaner and No Paper. This
session will update the attendees on the progress
toward an all-digital straight-through
processing experience for alternative
investments. After more than five years of
industry discussion on how to implement a fast,
accurate and paperless subscription process for
alternatives, platforms are now in place
supporting all-digital new investment
processing. Mr. Montenecourt will discuss Phoenix
Americans experience at the leading edge of
this trend and provide perspective on its
impacts on the industry. Permanent Operational
Impacts of Pandemic On May 11, Mr. Montenecourt
will participate in the panel Pandemic
Workaround to Mainstream. During the past year,
the challenges of remote work, lock downs and
the broad disruption to the business world
forced companies to adapt in order to continue
functioning. Several new practices put in place
in the alternatives space have become the new
norm and moved the industry forward. Mr.
Montenecourt will share some of the challenges,
solutions and opportunities experienced by
Phoenix American and their client sponsors
during the pandemic, how they responded and what
is in store for the working model of the
future. As a provider of fund accounting, fund
administration and transfer agent services, at
the heart of back-office operations for client
fund sponsors, Phoenix American has a unique
perspective on the procedural innovations,
technologies and industry trends that are
transforming the alternative investment
industry. Phoenix American has embraced the
challenges and opportunities presented by the
pandemic crisis to increase operational
efficiency for
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client fund sponsors. The companys STAR-XMS
transfer agent and fund administration system,
the most advanced in the alternatives industry,
accepts new investment subscription data
submitted through all-digital front-end systems,
the Alternative Investment Products (AIP)
platform, client sponsor website forms or through
traditional manual entry of subscription document
data. The capabilities of Phoenix American give
client sponsors the greatest possible flexibility
in how they raise investment capital. Read more
on https//www.phxa.com/insight/adisa-spring-ned-
montenecourt-to-particip ate-in-panel-discussions
/ Contact Details sales_at_phxa.com
415-485-4500 2401 Kerner Blvd, San Rafael, CA
94901, United States Fund Accounting
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