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Gary Casagrande

Vice President of Global Market Strategy, Confluence

Recent Posts

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

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

By Gary Casagrande | Jun 04, 2019 | technology, end-to-end

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

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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Recent Posts