MUFG Investor Services mitigates risk while improving customer trust and retention

MUFG Investor Services, a provider of asset-servicing solutions to the global investment industry, wanted to replace manual, spreadsheet-based processes for calculating carried interest with an automated, company-wide model. By moving these critical calculations to Anaplan, MUFG improved accuracy, mitigated risk, and differentiated itself from its competitors. In the process, they improved customer trust and retention.

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Conference: PEI CFOs & COOs Europe Forum

The role of the private fund CFO and COO is rapidly evolving to keep up with ongoing regulatory, tax and economic developments across Europe as well as the increase in investor demands for detailed due diligence, in-depth reporting and greater transparency. In addition, CFOs and COOs are also tasked with optimising operations on a budget, keeping pace with advances in technology, deciding when and what to outsource and maximising the potential of their teams.

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Webinar: Align Your Investment Ecosystem and Build a Solid Foundation For Data-Driven Decisions – 4th Feb 2020

Struggling to extract data from your ecosystem? Too many silos preventing effective analysis and visualization? Join us on February 4, 2020 for a complimentary IREI webinar “Align Your Investment Ecosystem and Build a Solid Foundation For Data-Driven Decisions.” Lionpoint founder Nick Moore joins IREI and RealPage to explore these topical issues.

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Conference: PEI CFOs & COOs US Forum: 22 – 23 January 2020

As roles continue to evolve and responsibilities increase, private equity CFOs and COOs are charged with ensuring the firm’s finance and operations strategies are sound, up-to-date and compliant.

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OneCloud teams up with Workiva

OneCloud, the leader in performance management and business intelligence integration, today announced it has signed an Original Equipment Manufacturer (OEM) agreement with Workiva (NYSE:WK), the leading cloud provider of connected reporting and compliance solutions. Workiva has also made a financial investment in OneCloud.

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Roark Capital Selects DealCloud

Roark Capital, an Atlanta-based private equity firm focused on investing in consumer and business service companies, with a specialization in franchised and multi-unit business models in the restaurant, retail, consumer services, and business services sectors, has selected DealCloud as part of its firm-wide technology transformation initiatives led by Lionpoint Group.

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Blackstone and Lionpoint present on “What is weighing down your ability to innovate?”

John Fitzpatrick (Managing Director, Blackstone Innovations) and Jonathan Balkin (Co-Founder & Executive Director, Lionpoint presented a session on “What is weighing down your ability to innovate” at the 2018 Anaplan Hub conference.

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EDC goes Live on eFront Invest

New York – Lionpoint Group (“Lionpoint”), a global leader in alternative investments operational consulting and advisory, has partnered with Export Development Canada (“EDC) to implement a fully integrated Front to Back solution across all of EDC’s investment activities.

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Lionpoint speaking at RealComm 2019

Nick Moore, Executive Director & Co-Founder of Lionpoint Group will be presenting at RealComm 2019. Nick will be moderating a seminar examining “Cloud Financial Planning and Analysis Solutions (CFPAS) – Beyond Budgeting”. 

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Connected Planning and Its Impact on Commercial Real Estate

The U.S. Census Bureau recently released its retail and food services report for February. It highlighted, among other trends, that online sales gained a slight edge over brick-and-mortar stores (11.813% versus 11.807%)—one of many major milestones that represent the scope and scale of online shopping growth.

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Nick Moore speaking at the SimCorp UK Regional Summit

Nick Moore will be speaking at SimCorp’s Regional Summit in London on 14th May 2019. Nick will join a “Panel Discussion: Supporting multi-asset trading strategies and illiquid assets to accelerate growth” along with Victoria Rock, Managing Director, Head of Alternatives Product, Legg Mason Global Asset Management and Catherine Le Caranta, Alternative Investments Product Owner, SimCorp.

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Lionpoint becomes an Anaplan Gold Partner

Lionpoint Group, a leading global “consult-tech” firm transforming alternative investments management and operations, announces its achievement of Gold Tier Partner status with Anaplan, Inc. (NYSE:PLAN), a software firm whose cloud platform is driving a new age of Connected Planning.

Industry Expertise

Conferences & Events

Lionpoint professionals often speak at industry events such as SuperReturns, InvestOps, RealCom, PEI CFO / COO and many more. We also partner with vendors to host specific roundtable and thought-leadership events. Lionpoint is often sought for commentary on investment management and technology trends across publications such as Bloomberg, HedgeWeek, Private Equity Wire and many more. If you would like Lionpoint to speak at your event or comment for an article, please contact us.

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