Technology Resource Partner Focus Group - Zephyr

Overview

Tuesday, Apr 01, 2025 - 01:30pm
Tuesday, Apr 01, 2025 - 02:30pm
Zephyr TRP FG banner

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.

Focus Group Topic: Building Resilience: Strategies for Family Office Portfolio Optimization

Description: Wealth management software plays a key role in how many Family Offices ensure portfolio optimization. Learn how your peers are increasing efficiency by incorporating key strategies that balance risk, return, and diversification.

Region
United States
Location
Virtual

Registration

You do not have access to register for this event, please login or reach out to your Relationship manager.

Address

Chicago, IL 60606
United States

Tuesday, April 1, 2025
All times are listed in U.S. Central time. 
   
1:30 pm    

Session: Building Resilience: Strategies for Family Office Portfolio Optimization, followed by Q&A

Wealth management software plays a key role in how many Family Offices ensure portfolio optimization. Learn how your peers are increasing efficiency by incorporating key strategies that balance risk, return, and diversification.
Speakers

Randy Jones Zephyr Headshot
Randy Jones
Director, Product Management - Zephyr

For more than two decades, Randy Jones has been at the center of the research and development of financial technology (fintech) solutions for investment professionals and financial advisors. As Zephyr’s Director of Product Management, Jones has successfully launched a suite of wealth management solutions that reinforces client to advisor trust, speeds response times related to research and analysis requests, ratings and reviews of essential market data and screening. Under his leadership, Zephyr has become the most awarded asset and wealth management software in the industry.