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Investment Data Management Financial Services Industry

DLA Piper

2025 Private Credit Technology Summit: Perspectives from the Industry

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Technology’s role in private credit is expanding, with digital tools, data management, and artificial intelligence (AI) reshaping underwriting, portfolio monitoring, and reporting processes....more

Ankura

Navigating the Data Revolution: A CFO's Blueprint for Organic Growth in the AI Era

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In today's business landscape, what propelled your organization to its current position will likely prove insufficient for tomorrow's challenges and opportunities. As leaders in the Office of the CFO, we have observed...more

Ankura

The Journey to Data Truth: Building Financial Intelligence That Matters

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In today's data-driven business landscape, "single source of truth" (“SSoT”) has become the defining standard for trusted, authoritative, consistent, and accurate financial intelligence. As leaders in financial advisory, we...more

Spilman Thomas & Battle, PLLC

Promissory Notes - Banking & Finance Insights, Issue 1, March 2025

Welcome to our first issue of Promissory Notes - our banking and finance e-newsletter - for 2025. We developed this e-newsletter to address trending news and issues involving the banking industry. ...more

Lowenstein Sandler LLP

Alternative Data Poised for More Growth in the Age of AI: The 2024 Lowenstein Sandler Alternative Data Report

Over the last six years, investment management professionals have steadily increased their use of alternative data to improve decision-making, optimize portfolios, improve due diligence, and boost returns. Now, with widely...more

Integreon

Streamlining NDA Negotiations for Middle Market Investment Banks: The Case for a Transformative, Tech-Enabled Solution

Integreon on

In the fast-paced world of middle market investment banking, efficiency is currency. Large investment banks representing sellers often enter into thousands of non-disclosure agreements (NDAs) every year. These agreements are...more

Cadwalader, Wickersham & Taft LLP

Miami Musings February 2023 | Issue No. 211 - Fund Finance Symposium Panel Recap: A Geopolitics Discussion with Pippa Malmgren

One distinct and lasting memory that I have of law school is the feeling that I was being let in on a secret. Through the (hundreds of) cases that we read and our other coursework, we were learning about how the world really...more

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