During these uncertain and operationally-challenging times, firms using cloud-based SaaS solutions have been able to navigate peak trading volumes and the transition to remote operations seamlessly. Using the real-life example of Hodges Capital, we discuss how firms are making the move to SaaS, not only for the current environment, but also to build the ideal, long-term operating model for the future.
This timely webinar was hosted in partnership with The Exchange Network.
Chief Operating Officer, Hodges Capital Management
Brett is Hodges Capital Management’s Chief Operating Officer and has over 25 years of experience across the brokerage, mutual fund, and SMA industries. Brett is responsible for all aspects of Hodges Capital’s business, outside of research and portfolio management.
Prior to joining Hodges Capital, Brett was a consultant with Envestnet Financial Technologies, SVP of Operations with Placemark Investments (a leader in unified managed accounts and tax overlay, acquired by Envestnet in 2014), and a Vice President with JPMorgan. Brett graduated from the University of Massachusetts – Amherst with a bachelor’s in history and is currently regretting letting his Series 7 and 24 licenses expire.
Director, Investment Management Solutions, Clearwater Analytics
Alex Strekel joined Clearwater in 2015 and leads a team of business development professionals who specialize in solving operational, accounting, and reporting challenges for asset managers. Alex and his team focus on the key trends impacting the markets and help managers find custom solutions that address both market- and firm-specific needs to provide scale, accelerated growth, and improved margins.
Alex has more than 15 years of experience in financial services, allowing him to consult with all aspects of asset management operations. His career began in market data with Thomson Financial, transitioning to operations and trading with Fidelity; prior to Clearwater, he managed fixed-income portfolios at a Connecticut-based asset manager.
Alex is a graduate of Bates College in Lewiston, Maine and lifelong Connecticut resident. He currently resides in Old Lyme, Connecticut with his wife, son, and daughter, along with their two cats. When not working, you can find him spending time with his young family, keeping active, or attempting his latest “home improvement” project.