Archive
Recorded on June 8th 2021
About the Moderator
Joseph Larizza, CEO & President of Mirador, Inc.
Joseph Larizza founded Mirador in 2015 after 18 years of cumulative experience at several of the most esteemed investment firms in the industry. Joseph served as the Chief Administrative Officer, heading the bank's Information Technology & Operations departments at Fieldpoint Private Bank & Trust (FPBT) and prior to joining FPBT, Mr. Larizza worked at Credit Suisse, serving a variety of management roles in the IT department, most notably as the Chief Operating Officer.
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More about Joe
Mr. Larizza has also been an IT executive for Goldman Sachs Private Bank, Deutsche Asset Management, and Ernst & Young Consulting, where he started their New York Advanced Development Center practice. Outside of the office, Joseph enjoys fishing, boating, and spending time with his family.
About KnowLedger
Represented by Ryan Kerry, CEO
KnowLedger is a data service that moves data from portfolio accounting systems, banks, institutions, and custodians with a rules-based approach that ensures accuracy, completeness, and data confidence into the General Ledger system. The type of firms we work with today: family office, multi family office, non profit, and endowments.
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More about KnowLedger
Much of the data that is tracked at these institutions, should it be a bank, private equity, custodian, or other investments, resides in a portfolio accounting solution and needs a path to get to a firm's general ledger system. This is where we intersect sharing information between systems, but we never retain any of the information. This means that information is secure and never residing in our systems.
Our team works closely with you to establish mappings and data flow, then oversees the recurring movement of the data from your data source(s) to your GL.
About Addepar
Represented by Susan McDermott, Sr. Director, Client Engagement & Success
Addepar is a global technology and data company that helps investment professionals provide the most informed, precise guidance for their clients. Hundreds of thousands of users trust Addepar to empower smarter investment decisions and better advice. With a client presence in more than 40 countries, Addepar’s platform aggregates portfolio, market and client data for over $5 trillion in assets.
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More about Addepar
Addepar’s open platform integrates with more than 100 software, data and services partners to deliver a complete solution for a wide range of firms, use cases and geographies. Addepar embraces a global flexible workforce model with offices in Silicon Valley, New York City, Salt Lake City, Chicago, London, Dublin, Edinburgh, Scotland and Pune, India.
