Archive
Recorded on February 23rd 2023
About the Moderator
Danielle Roseman, Managing Director Co-Head Lazard Family Office Services
Danielle joined Lazard as part of the recent acquisition of Truvvo Partners LLC into Lazard Family Office Partners. Danielle was previously a Partner at Truvvo, serving as the Head of Operations since 2013. In her role, she is focused on implementing operational processes and enhancing technology systems focused on serving Family Offices. Danielle began her career at Goldman Sachs, serving as an analyst on the Mortgage and Rates Middle Office desk and moving to Goldman Sachs Asset Management, where she was a Vice President on the Fixed Income Operating Officer’s team from 2010-2013.
About Masttro
Represented by Lucy Millard, Head of Global Solutions
Masttro is a technology company that provides a wealth management platform designed for high-net-worth individuals, family offices, and private banks. The platform offers a consolidated, real-time view of all assets, including bankable, non-bankable, and digital assets.
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More about Masttro
Masttro’s platform is known for its high level of security, using bank-level encryption to protect data. It also offers a range of features including portfolio analysis, risk management, document storage, and reporting.
In addition, Masttro provides a client portal that allows users to access their financial information anytime, anywhere. This includes detailed reports and analytics, as well as a secure messaging system for communication with advisors.
Overall, Masttro offers a comprehensive solution for wealth management, providing users with the tools they need to effectively manage and monitor their wealth.
About Aumni (acquired by JP Morgan)
Represented by Shauna France, Director, LP Solutions
Aumni is a leading provider of investment analytics software for the private capital markets. Founded in 2018, Aumni’s proprietary data analytics engine structures, tracks, and analyzes essential legal and economic terms underpinning growth-stage private market transactions. This places critical portfolio investment terms within users’ easy reach.
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More about Aumni
Aumni has evaluated more than $600 billion in invested capital across more than 17,000 private companies. Its client base includes over 300 institutions ranging from emerging and established venture managers to leading, multinational asset managers.
The platform provides portfolio monitoring and market analytics to private market investors. It uses a combination of artificial intelligence and human expertise to uncover critical data buried in legal agreements. This impeccable data is delivered through an easy-to-use interface.
In 2023, J.P. Morgan announced that it has entered into a definitive agreement to acquire Aumni. This acquisition solidifies J.P. Morgan’s commitment to building the leading private markets platform for companies, their employees, and investors.
Overall, Aumni is a comprehensive solution for investment analytics, providing users with the tools they need to make intelligent investment decisions.
