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Guernsey-based Family Office
Cathal Dennehy
Never miss a limits breach with Sesame
8th January at 14:00 GMT
Monitoring investment portfolios effectively can be a challenge. Overexposure to assets, sectors, securities or counterparties can result in fund limit breaches – both advertent and inadvertent. Manual processes, siloed oversight and a lack of centralised alerts only amplify these risks.
Join Cathal Dennehy in this session to explore how Sesame empowers you to stay on top of your portfolio with intuitive tools for setting up and managing alerts. From monitoring performance and concentration risk to ensuring compliance with ISDA thresholds and counterparty exposure, discover how Sesame allows you to gain complete control and visibility over your investments, all in one place.
Hearing from the best voices in investment management
Michel Meert
European Consulting Leader for E&Fs and FOs
Ian Tabberer
Portfolio Manager
Lisa Cornwell
Partner, International Private Clients and Family Offices
Sally Tennant OBE
Founder
Fredrik Nerbrand
CIO, Family Office
Robert Barwise-Carr
Tax Director
Joseph Larizza
CEO
Sam Rubandhas
Head of Technical Sales - EMEA
Matthew Barrett
Partner
Caroline Lovelace
CIO & Co-Portfolio Manager
Matthew Stiling
Senior Operational Due Diligence Analyst
Prof. Trevor Williams
Former Chief Economist
London Office
52a Cromwell Road
London, SW7 5BE
United Kingdom
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140 rue Victor Hugo
92300 Levallois-Perret
France