As an investment analyst, you literally live in Excel. You spend so much of your workday modeling, analyzing, and visualizing data in Excel that you probably feel like it’s your second home. Because we know Excel plays such a pivotal role in your workday, Backstop’s bringing you a new Data Import functionality for our Excel Toolkit that you’re going to want to write home about.
At this year’s Backstop User Conference on June 6-7, we’ll be tackling the top issues and opportunities of today. And we don’t shy away from hot topics. Our panel addressing the challenges women in leading industries face promises to be one of the most compelling events on the agenda.
As financial regulations expand and evolve, the role of today’s investment compliance professional becomes increasingly complex. Consequently, staying on top of the latest information has never been more vital. That’s why we’re pleased to be sponsoring and exhibiting at this year’s ACA Spring 2018 Compliance and Performance Conference. It’s a vital event for any compliance professional focused on remaining current.
Everything has an expiration date these days: eggs, milk, sunscreen…and in our world, sensitive investor documents. Relying on our gray cells to keep track of documents and their varying expiration dates is a failing proposition. Case in point for the alternative investment industry: having to remember the documents that need to be disabled, then having to update the file metadata to disable them, and then refreshing those documents in their investor portal to reflect those updates is a massive time sink.
When LPs are selecting managers, or considering further investments, what are they really thinking? Traditionally, it’s been a private – some might even say mysterious – process. At our upcoming West Coast Connect event, we’re bringing it out into the open, and maybe even revealing some well-kept secrets.