Reimagining Regulatory Reporting: A Catalyst for Operational Efficiency and Strategic Advantage
Amid increasing complexity, heightened scrutiny, and growing alignment with sell-side regulations, asset managers, wealth managers, family offices, and insurers are rethinking their approach to regulatory reporting.
With frameworks such as PRIIPs, UCITS, and AIFMD evolving alongside new ESG and investor transparency mandates, firms are under growing pressure to modernize their reporting processes. From data aggregation to disclosure, reporting has become a strategic function — one that demands accuracy, efficiency, and insight across every stage of the investment lifecycle.
Join industry experts from Numerix and Apex Group on November 26, 2025 at 10 AM EST for an engaging panel discussion exploring how buy-side firms are leveraging technology to go beyond compliance. Discover how automation, analytics, and smarter infrastructure are transforming reporting from a regulatory burden into a source of operational excellence and strategic value.
Discussion Highlights
- How technology is reshaping the reporting ecosystem for asset managers, wealth managers, family offices, and insurers
- Navigating evolving frameworks such as PRIIPs, UCITS, and AIFMD
- Addressing data challenges from multi-asset portfolios and tokenized instruments
- The role of analytics — risk, performance, ESG, and more — in enhancing transparency and governance
Featured Speakers
Marc Russell-Jones
Marc Russell-Jones is a senior financial services executive with over two decades of experience driving growth across institutional asset management and alternatives. As Head of Institutional Sales at Apex Group, Marc leads global business development for asset managers, sovereigns, insurers, and pension funds. His expertise spans fund administration, custody, and cross-border distribution. With a proven track record at firms including Broadridge, SEI, MUFG, and J.P. Morgan, Marc is known for his strategic insight, deep technical knowledge, and ability to deliver complex solutions to sophisticated financial institutions across Europe, the US, and Asia.
Chiara Bird
Chiara Bird has worked at Apex Risk Technologies for 5 years driving the development and client engagement strategy for RiskMonitor, ART’s proprietary, next generation reporting platform. Her deep understanding of client needs and passion for turning feedback into innovation have been central to RiskMonitor’s exponential year-on-year growth. Most recently, Chiara led the development and launch of Apex’s new investor reporting and factsheet suite, giving her in depth knowledge of the of the operational, regulatory, and strategic dimensions of investor reporting. Chiara’s career spans senior growth-focused roles across the creative, technology, and finance sectors.
Peter Boden
Peter Boden is a seasoned investment and wealth management executive with a distinguished career spanning global investment banks, boutique advisory firms, and family office platforms. He has held senior leadership roles in Global Portfolio Trading, Delta One, Quantitative Strategies and ETF's at Merrill Lynch and HSBC, where he built a reputation for delivering innovative, high-performing investment solutions.
Peter brings deep expertise in alternative investments and hedge funds, alongside a proven track record in managing model portfolio services (MPS) and designing bespoke strategies for ultra-high-net-worth (UHNW) clients and institutional investors. His ability to seamlessly integrate investment strategy with operational execution makes him a trusted advisor across the financial ecosystem.
Udi Sela
Udi Sela has been active in foreign exchange derivatives markets for over 25 years. As a senior derivatives trader and trading manager at Citibank and JPMorgan, he developed expertise in derivatives spanning both vanilla and complex FX options. After his trading career, he has led product development, pre-sales and business development functions within a range of financial software vendors. Mr. Sela is currently responsible for product and field marketing at Numerix.
