Machine intelligence is wholly transforming the life cycle of investment management. Making better investment decisions and operating with less .. Read more complexity and lower cost, this next generation of asset managers is better positioned to add alpha for their investors. We will be taking a deeper-dive discussion of financial technologies being applied in asset management. Pete McNellis leads the executive management team at DAILYVEST with an almost two decades long track record of successfully delivering plan health reporting solutions to financial institutions, record keepers, TPAs, and advisors, while serving the digital engagement needs of their investors and participants. A strong believer in the use of data to benefit plans and participants, Mr McNellis regularly attends key conferences such as the SPARK Forum and NAPA 401(k) Summit to participate in discussions about issues and trends affecting the defined contribution industry. Before joining TRS, Mr White spent a decade as a trader and financial engineer in the equity options space, learning how to think in probabilities and make decisions like a disciplined bettor. In his current role, he helps internal investors quantify their decisions and improve the better decision-making process.
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