FOX Technology Resource Partner Focus Group - Pinnacle
Overview
FOX Technology Resource Partners act as both core and peripheral services and solutions for the community and membership including families, family offices, operating companies, and advisor organizations. FOX hosts a monthly meeting comprised of different thought leader specialists whose focus is in the areas of technology including software, data management, outsource services, advisors and consultants, and managed service providers. FOX membership is invited to learn and take a deep dive into our Tech Partner platforms, solutions, and services.
Webcast Topic: Managing the complexities of internal reporting and how Pinnacle can help
Each family office has reporting requirements that are unique but the one thing that is consistent is the requirement for timely and accurate data. Pinnacle Fund Services would like to demonstrate our fully outsourced accounting and technology solution, providing fully customized and detailed reporting for all stakeholders at your family office.
Agenda
Thursday, January 9, 2025 |
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| All times are listed in U.S. Central time. | |
| 10:00 am | Welcome and remarks, followed by Q&A |
Speakers
Alex Chapman, Managing Partner, Pinnacle
Alex is the Managing Partner of Pinnacle Fund Services. Prior to Pinnacle, Alex founded the Canadian fund administration business for Apex Fund Services before relocating to the United States to become Managing Director of Apex in Canada and the United States. Prior to Apex, Alex established and managed fund administration businesses in Toronto and Monaco. Alex holds a Bachelor of Science with Honours degree in Accounting and Finance with Statistics from Oxford Brookes University in the U.K. Alex is a member and fellow of the Institute of Chartered Accountants in England & Wales.
David Smith, Managing Director, Pinnacle
As Pinnacle’s Managing Director and founding partner, David is responsible for the delivery of fund administration services to Pinnacle clients and their investors, the development of Pinnacle’s technology platform and operating systems and the strategic and business development of the company. Prior to founding Pinnacle, David was the founding partner of Pinnacle Fund Administration LLC in the United States, which was subsequently sold to Apex Fund Services. David began his career with Grant Thornton in Vancouver and then worked in Bermuda, first at Ernst & Young and then at Prime Management Limited. David is a Chartered Accountant, holds a Bachelor of Arts degree in Economics from Queen’s University and holds the Chartered Financial Analyst designation. David is the past President’s Council Representative for Canada to the CFA Institute, the past chair of , and is the past president of David was awarded the Volunteer of the Year Award from the CFA Institute in 2017 and from CFA Society Vancouver in 2023.
