FTF Exchange Podcast
Our knowledge is your power
A.I. Isn’t the Risk… Missing the Boat Is
What’s the bigger risk in 2026: adopting A.I. … or waiting too long? In this episode of the FTF Exchange Podcast, Maureen Lowe chats with Toby Glaysher, chairman of Finbourne Technology (and a 2025 FTF News Award winner for Best Data Management Solution), to flip the usual artificial intelligence conversation on its head. Instead […]
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The Client Reporting Toolbox: What to Add, What to Fix
Most firms can generate strong performance data internally. Fewer can deliver it to clients efficiently, at scale, and without adding more manual work. In Part 2 of our podcast series with FactSet, Maureen Lowe is joined by McKay Marschalk and David Mellars to open up the modern “reporting toolbox” and break down what actually belongs […]
FTF PODCAST 01 DIANA SHAPIRO MOV
AI for Performance Teams: Where Firms Are Winning (and Getting Stuck)
Most firms know they should be using AI for performance measurement. Fewer know how to actually do it without breaking something—or losing their team's trust in the process. In this episode, Sean Murray and David Mellars from FactSet get into the real implementation challenges. We talk about what it takes to build trust in […]
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From Sticky Notes to Success Stories: What It Really Means to Mentor the Next Generation of Capital Markets Professionals
Most people think mentoring means having all the answers — but what if the real power lies in asking the right questions? In this episode of the FTF Exchange Podcast, Janice Kitzman of Cascade Compliance shares a refreshing, real-world perspective on mentorship. From bridging generational gaps to guiding tech adoption, she unpacks the habits and mindset that turn mentoring into meaningful career development, for both mentors and mentees. Whether you're in Ops, compliance, or just starting out, this conversation is for anyone ready to grow through connection, not correction.
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When Robots Help Write Your Client Reports: A.I. at Alliance Bernstein
In this episode, AllianceBernstein experts share how AI is transforming fixed income strategies, streamlining operations, and turning complex data into actionable client insights.
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Between the Spreadsheets: Why Asset Managers Are Rethinking Reconciliation
In this episode of the FTF Exchange Podcast, host Maureen Lowe sits down with Dawn Pischetola, Director of Investment Operations at Olmstead Associates, for her perspectives on why reconciliation processes—often overlooked but crucial to operational success—are now at a turning point in asset management. With transaction volumes surging and legacy systems struggling to keep pace, […]
FTF PODCAST 01 DIANA SHAPIRO MOV
Our knowledge is your power
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