Date: Thursday, June 9, 2022

Time: 11:00 AM ET | 8:00 AM PT | 4:00 PM BST | 8:30 PM IST

Location: Virtual

Event Overview

A platform-first operating model will enable capital markets firms to digitally transform at speed and scale

Event Description:

Over the last few years, Asset Managers, Wealth Managers, Investment firms and Custodians have seen a significant growth in Assets Under Management, Assets Under Custody and trading volumes. Despite this, many of these firms have started reevaluating their top priorities and rethinking their business models, in anticipation of changing markets conditions and increasing competition from FinTechs.

In order to tackle these challenges effectively and be prepared for new market conditions, it is critical for these capital markets firms to take a platform-led and customer-centric approach.

What does a platform-led approach entail? What business outcomes can it achieve? Additionally, what key investments can firms make to serve specific client needs and retain their market share?

Join our exclusive discussion on June 9, 2022, featuring panelists from Everest Group, Capital Group and Infosys as they explore these topics, with a focus on:

  • Evolving priorities for capital markets firms and the challenges with the current model
  • Creating alternate avenues for growth and differentiation
  • The opportunities to leverage a robust foundational infrastructure in a sustainable and resilient manner

Event Panelists

Patrick Lee

Patrick Lee
Senior Vice President, Growth Platforms, Capital Group

Patrick Lee is an SVP responsible for ITG Growth Platforms as well as Middle and Back Office investment systems supporting Investment Operations (IO). He also serves as a member of the IT Strategy Committee and Capital’s Talent and Development Committee. Since joining Capital Group in 2011, Patrick has held various management positions across ITG within Risk and Security, Enterprise Program Management Office, Business Management Office and Investment Management Technologies (IMT).
Patrick has worked within the industry for over 20 years and holds a bachelor’s degree in Business Administration from the University of Southern California. A lifelong resident of California, Patrick and his wife Carrie have been married for 15 years and enjoy chasing around their three children - Nicholas (11), Andrew (11) and Matthew (7). Patrick is based in Irvine, California.

Ronak Doshi

Ronak Doshi
Partner, Everest Group

Ronak Doshi is a Partner in the BFSI IT Services practice at Everest Group and leads efforts across other practices such as application services, digital services, talent, sourcing, and sustainability
Based out of our New York office, he covers horizontal technology areas such as AI, APIs, blockchain, data & analytics, and enterprise applications. He leads the global Banking, Financial Services, and Insurance (BFSI) industry research
In addition to leading the vendor evaluation (PEAK Matrix®) initiative, he works with enterprises, service providers, product firms, industry associations, FinTechs, and investment firms on problem statements such as deal constructs, go-to-market strategy, market positioning, business due diligence, sales enablement, future of work and skills readiness, enterprise productivity, and enterprise adoption benchmarking
Extensive experience working with global BFSI enterprises related to strategy, GTM, benchmarking, optimization, and growth Part of his responsibilities also include leading the firm’s thought leadership. Authored a report for NASSCOM on innovation in the BFSI technology market
Ronak is a blockchain and smart contracts subject matter expert. He authored multiple research reports on the disruptive potential of blockchain and smart contracts with a focus on various use cases in financial services
Prior to joining Everest Group, Ronak was a Senior Instructional Designer with Infosys. He holds an MBA from XLRI, Jamshedpur and a Bachelor’s degree in Engineering (Computer Science) from K.J. Somaiya College of Engineering

Nageswar Cherukupalli

Nageswar Cherukupalli
Industry Head, Capital Markets, Infosys

Nageswar Cherukupalli is a Senior Vice President and Industry Head of Capital Markets for Infosys. He has over 25 + years of experience across Banking, Capital Markets, Insurance, Manufacturing, Healthcare and Life sciences segments.
Nageswar brings that unique mix of technical, engineering, and business expertise that lends itself to developing business strategies, as well as positioning cutting-edge technologies for clients with an eye towards growth and profitability. Through this deep understanding of market opportunities and a focused approach to creating compelling business strategies, Nageswar has been successful in partnering with clients to change their trajectory to achieve superior results.
Nageswar has partnered with many Financial Services’ clients in creating unique value propositions that not only help reduce costs and improve efficiency but also Identify revenue growth opportunities. Nageswar is also responsible for driving the Alliances and Partnership strategy for the Financial Services & Insurance Vertical. He has identified and partnered with a few tech start-ups, FinTechs and InsurTechs that help clients engage in new areas within Financial Services & Insurance.
Nageswar is an alumnus of Harvard Business School with a Bachelors of Technology in Electronics and Communication. He has written many blogs and spoken at multiple Financial Services, Product and Technology events.

Nageswar Cherukupalli

Kathy Fuertes
VP and Head of Technology, Retirement Services CoE, Infosys

Kathy Fuertes is Vice President and head of technology at Infosys Retirement Services Center of Excellence. The Retirement Center, which exists to enable better outcomes for millions of retirement savers, is currently focused revolutionizing the retirement plan experience by developing the industry’s first cloud-native recordkeeping system, delivering greater insights and unprecedented personalization to plan sponsors and retirement savers, and maintaining an unwavering commitment to world-class client service. Ms. Fuertes brings her extensive experience in information technology leadership and business strategy to this work of navigating the next client-centric technology frontier for retirement savers.
Ms. Fuertes joined Infosys from Vanguard in 2020 to lead the technology innovation that will enable a groundbreaking partnership between the two firms. Prior to joining Infosys, she served as a principal at Vanguard in Information Technology leading the Institutional Systems Group in systems integration. In this capacity, Ms. Fuertes delivered the technology agenda in support of Vanguard’s Institutional Investor Group (IIG), whose nearly five million participants and 1,500 sponsors are benefitting from this new partnership with Infosys. Ms. Fuertes joined Vanguard in 1997 and has previously led both software development and testing organizations within Institutional Systems. She also served as a principal in Vanguard Corporate Strategy and IIG Sales where she launched Vanguard Retirement Plan Access™, a full-service retirement plan solution for small businesses. In 2015, Ms. Fuertes was named a ComputerWorld Premier 100 IT Leader.

Read Everest Group’s new whitepaper on The Future of Custody and Depository Services, which describes how custodians can adopt a platforms-first operating model to enable digital transformation at speed and scale.