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Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Dan Ricci, Head of Information Systems – Prime Buchholz (EP.38)

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Manage episode 441549956 series 3492116
Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988.

If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients.

Dan shares his thoughts on a wide range of topics with regard to fintech. We cover going digital with investment committee reporting and when to leverage channel partners to bolt on third party SaaS to your native applications.

We then discuss the future of investment statistics and why he likes being an early adopter of SaaS but also sees good use cases with later stage and mature technology solutions.

Learn More

Follow Capital Allocators at @tseides or LinkedIn

Subscribe to the mailing list

Access transcript with Premium Membership

  continue reading

59 episodes

Artwork
iconShare
 
Manage episode 441549956 series 3492116
Content provided by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ted Seides – Allocator and Asset Management Expert, Ted Seides – Allocator, and Asset Management Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Dan Ricci is the Head of Information Systems at Prime Buchholz, an independent investment consultant and OCIO founded in 1988.

If you are building or buying software, this is the episode. Dan shares how they built Prime Plus, an investment analytics tool that is used by their investment consultants and their clients.

Dan shares his thoughts on a wide range of topics with regard to fintech. We cover going digital with investment committee reporting and when to leverage channel partners to bolt on third party SaaS to your native applications.

We then discuss the future of investment statistics and why he likes being an early adopter of SaaS but also sees good use cases with later stage and mature technology solutions.

Learn More

Follow Capital Allocators at @tseides or LinkedIn

Subscribe to the mailing list

Access transcript with Premium Membership

  continue reading

59 episodes

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