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Gary Casagrande

Vice President of Global Market Strategy, Confluence

Recent Posts

The front, middle, and back office aren't what they used to be

Feb 11, 2021

The start of a new year is always an exciting time to look ahead at what can be and to reflect on what has been. Sometimes we are compelled to look beyond the year coming up and instead reflect on more than...

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Three Critical Questions You Should Be Asking About the SEC’s Big Changes for Shareholder Reporting

Dec 17, 2020

If you work in the US funds space and don’t live under a rock, then you know that this summer the SEC proposed comprehensive changes to the way that fund companies communicate with their shareholders, with...

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Closing the Loop: Why End-To-End Processes Matter More Than Ever

Jun 04, 2019

For most of my career, I have thought of myself as of a financial services “operations guy,” focused on operational efficiency and client services, getting the right value for the price of technology that I...

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More Data and More Frequently Than Ever… Why Form N-PORT Oversight is a Must

Jan 16, 2018

So, here we are, at the beginning of 2018, with the awesome task ahead of getting ready for the start of the industry’s NPORT/NCEN era.

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