Confluence Portfolio Compliance Launch Webinar

Confluence Portfolio Compliance (CPC) is a post-trade compliance solution that monitors all of your investment restrictions to better achieve compliance across complex investment strategies.

Please join us as we showcase the new Confluence Portfolio Compliance solution (formerly SPC) and learn how you can make it easier to build and support a sustainable culture of compliance monitoring and breach management.

During the webinar, we will:

Show how the powerful ETL capabilities of CPC allow you to import data in all formats and from various sources
Demonstrate how clients can create custom enquiries and dashboards that allows users to access data in more meaningful ways
Share how you can easily publish your compliance results to a BI tool to perform further analysis on your data

SPEAKERS

Tom Pfister

VP of Global Product Strategy, Confluence

As Vice President of Global Product Strategy, Tom handles Confluence’s global product development and strategy for performance and analytics, risk, regulatory reporting, data technology and investor communications. Since joining Confluence in 2007, he has held several roles including Global Head of Regulatory Reporting Solutions and positions in the Product Design and Services divisions. Tom earned a bachelor’s degree in Finance from the Tepper School of Business at Carnegie Mellon University.

Jason Prudhomme du Hancourt

Head of Client Services - CPC, Confluence

Jason Prudhomme du Hancourt is Head of Client Services for Confluence Portfolio Compliance. He came to StatPro (acquired by Confluence in 2019) in 2015 as a senior compliance analyst. Jason has extensive knowledge and expertise in the areas of financial risk management, investment data and regulatory compliance. In his current role, he manages client relationships, including product implementation, support and training.

Prior to joining Confluence, Jason held the positions of portfolio administrator and compliance and risk analyst at Prescient Investment Management. He earned a Bachelor of Business Science degree in Finance from the University of Cape Town, where he also recently earned a post-graduate certification in Project Management. Jason is accredited with a Financial Risk Manager certification from the Global Association of Risk Professionals.

MODERATOR

Jenine Langeveldt

Business Development Manager - CPC, Confluence

Jenine Langeveldt is the Business Development Manager for Confluence Portfolio Compliance (CPC) and was previously the CPC Product Manager, where she was instrumental in the product vision, direction and strategy.

She came to StatPro (acquired by Confluence in 2019) in 2013 as a consultant and quickly became part of the client services team, where she took on the role of implementation project manager and ensured client success by performing business analysis and overseeing the team’s operations. Jenine earned a Bachelor of Business Science degree in Finance from the University of Cape Town.

Confluence Portfolio Compliance Launch Webinar

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