IEVERS

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  • Ievers CEO Brian Paik Joins Global Leaders at SS&C Deliver 2023 to Explore Future of Finance

    Ievers CEO Brian Paik Joins Global Leaders at SS&C Deliver 2023 to Explore Future of Finance

    In a move set to reshape the financial services industry, SS&C Technologies took center stage at SS&C Deliver 2023 last October 22-24, unveiling a suite of groundbreaking solutions aimed at catapulting the financial sector into the future. Among the 1000 leaders present at the JW Marriott in Austin, Texas was the CEO and Founder of Ievers, Brian Paik.

    The event served as a platform for leaders to witness firsthand the latest advancements in financial technology. SS&C Technologies introduced innovative solutions designed to propel the industry into a new era of efficiency and effectiveness.

    Brian Paik’s participation at SS&C Deliver 2023 emphasized Ievers’ dedication to staying ahead in the ever-changing financial technology landscape and commitment to participate in shaping the future of finance through collaboration and technology integration. Ievers has consistently embraced innovation to meet the evolving needs of the financial sector.

    The solutions unveiled by SS&C Technologies promise to redefine financial services, introducing enhanced efficiency, transparency, security, and accessibility. With leaders endorsing these advancements, the industry can anticipate a seamless integration of technology for the benefit of businesses and consumers.

    SS&C Deliver 2023, as a hub for collaboration and innovation, underscores the importance of such events in navigating the changing financial landscape. Brian Paik’s active involvement ensures that Ievers remains at the forefront of this transformative journey, contributing to the ongoing dialogue on the future of financial technology.

  • Ievers Joins Forces at Ridgeline Base Camp 2023 for Investment Evolution

    Ievers Joins Forces at Ridgeline Base Camp 2023 for Investment Evolution

    Ievers CEO and Founder, Brian Paik recently attended the Ridgeline Base Camp 2023 which brought together a select group of visionaries in the investment management industry. Exclusively for the Ridgeline community, this unique event provided a platform for networking, learning, and shaping the future of the industry against the breathtaking backdrop of Lake Tahoe from September 17-20, 2023.

    The agenda included thought leadership sessions, design showcases, and product demos, offering attendees a comprehensive view of industry trends and innovations. Notable speakers included Lori Garver, who shared insights on transformation and escaping gravity in her quest to transform NASA and launch a new space age. Also, an innovation keynote delved into the future of technology, exploring the transformative impact of AI and Chat GPT on the way we work.

    Sponsors, including Ievers, seized the opportunity to showcase their organizations through panel discussions and sessions, engaging with key decision-makers in the industry as this event provided a conducive environment for meaningful conversations and building connections with executive-level attendees. Sponsors were able to share expertise and insights, positioning their companies as industry leaders.

    The overarching theme, “Acceleration Through Change,” encapsulated discussions on the current state of acceleration in the investment management sector. Attendees gained valuable perspectives on navigating change and leveraging opportunities for growth and also had the opportunity to network and learn from fellow visionaries, gaining insights into the latest thought leadership and best practices.

    Amidst the intense sessions, attendees had the chance to unwind with activities such as golf, biking, or hiking, embracing the natural beauty of Lake Tahoe. The Gar Woods Party provided a lively atmosphere for networking and relaxation, fostering connections in a more casual setting.

    According to Brian Paik, Ridgeline Base Camp at Lake Tahoe Everline Resort was a resounding success. He also stressed that the impact of this unique event surely echoed in the minds of those committed to shaping the future of the industry.

  • Ievers Welcomes Front Office Advisory Services Head, Vijay Shah

    Ievers Welcomes Front Office Advisory Services Head, Vijay Shah

    We welcome Vijay Shah, Head of Front Office Advisory Services, to the Ievers team!

    Prior to Ievers, Vijay was assisting a CTA fund’s operational structure and growth based in Lake Tahoe, NV. As a former fixed income derivatives trader, he has held several senior cross-asset derivatives posts at Tier 1 buy and sell side firms, most recently at JPMorgan Asset Management in London where he was responsible for implementing a number of significant global derivatives implementations. This includes CME Clearport for the energy desk in New York and a change in the margin model across Europe for all US Dollar Futures. He has always held a passion for the derivatives world as a front-to-back office SME.

    Vijay holds a Bachelor of Arts (Honors) Degree in Financial Services from London Guildhall University alongside several derivatives and market vendor certificates. 

  • Ievers Witnesses Unveiling of SS&C’s Cutting-edge Solutions at SS&C Deliver 2022

    Ievers Witnesses Unveiling of SS&C’s Cutting-edge Solutions at SS&C Deliver 2022

    SS&C Technologies brought together over 800 leaders from the financial services and healthcare industries for two days of insightful discussions and product showcases, introducing a range of innovative solutions that promise to redefine efficiency, visibility, and sustainability in the SS&C Deliver 2022 held at JW Marriott Orlando Grande Lakes in Orlando Florida last October 2-4.

    Ievers’ CEO and Founder, Brian Paik, was present to witness the unveiling of these transformative solutions. He expressed enthusiasm about the event, highlighting the importance of staying at the forefront of technological advancements in the evolving logistics industry. “Attending SSC Deliver 2022 has provided valuable insights into the future of fund administration technology platform and tax and treasury management solutions. The innovative solutions unveiled by SS&C align seamlessly with our commitment to driving efficiency and excellence in our operations,” Brian commented.

    SS&C’s new solutions cover a spectrum of different challenges and presents advancements that empower businesses with the tools needed to navigate the complexities of modern logistics successfully. The conference highlighted the latest and upcoming releases which includes SS&C Treasury Management, SS&C Tax BrightLine, SS&C GoCentral, and SS&C Managed Services.

    The event not only served as a showcase for SS&C’s innovations but also as a collaborative space for networking and knowledge exchange. Brian Paik engaged with industry peers, fostering connections that are poised to shape the future of Ievers’ strategic initiatives.

    For more information about SS&C Deliver 2022, please visit: SS&C Introduces New Innovative Solutions at SS&C Deliver 2022 (prnewswire.com)

  • Geneva World Investor Delivers Simplicity to Portfolio Management Accounting

    Geneva World Investor Delivers Simplicity to Portfolio Management Accounting

    In an effort to simplify investment accounting and servicing, while implementing true transparency, Ievers integrates Geneva World Investor to offer a central, one-stop solution for our institutional asset management clientele. The solution helps asset managers and hedge fund providers to track, report and stay compliant. Ievers is here to help with implementation as well.

    Available for managers of investment partnerships, Geneva World Investor addresses and aids in the challenge to accurately allocate profits, losses, expenses and tax impacts for several investors. The platform provides partnership accounting and servicing, as well as support for unlimited fund structures.

    Ievers is proud to work with this partner to offer comprehensive solutions for any fund structure. We are able to simplify the adoption process and streamline our clients’ ability to implement and gain efficiencies quickly and easily.

  • Ievers Announces the Addition of Technology Leader Tom McGrath

    Ievers Announces the Addition of Technology Leader Tom McGrath

    We welcome Tom McGrath, Head of Accounting and Investor Advisory Services, to the Ievers team!

    Tom will play an instrumental role in further expanding Ievers’ investor advisory business for open and closed-end funds, focusing on investor allocation accounting systems vendor selection, best practices, and upgrades. His experience complements our service offerings to address clients’ growing opportunities in private equity and debt. 

    Before joining Ievers, Tom was the Senior Director of Geneva World Investor Product Development at SS&C Technologies. He held various leadership roles at Advent Software in product development, product management, professional services, and client services where he began in 1995. He worked in public accounting as a CPA, has a master’s degree in Taxation from Golden Gate University, and has a bachelor’s degree in Business Administration from the University of California at Berkeley.