Free Online Workshop: 

What is Fund Administration

This one-hour session is led by a leading independent consultant who discusses the role of an administrator in the alternative investment industry. They discuss pricing, valuation, fee calculations, AML/KYC duties, cash controls, investor communications, financial statement preparation and provide a thorough overview how administrators interact with both managers and investors.

Join us online on Wednesday March 6, 2019 at 1:00 - 2:00 PM EDT.

Fill out the form on the right to register to the webinar.

Speakers: 

Wouter Plantenga Website Profile

Wouter Plantenga
ICS Head of Group Client Services
JTC

Wouter joined JTC in 2018 as ICS Head of Group Client Services to strengthen JTC’s US strategy. He has nearly 20 years’ experience, the majority of this time being in the US, in cross-border and transatlantic financial services with extensive knowledge of the North American market.

Having worked for multiple large corporate and trust service providers throughout his career, Wouter gained extensive experience with assisting US based alternative investment funds, financial institutions and multinational companies with delivering bespoke service solutions. In his last position Wouter held the position of Managing Director at Intertrust overseeing both operational as well as multiple business development teams in the US.

Wouter is primarily based in Miami and New York and sits on JTC’s ICS Global board. Wouter is also a Dutch trained corporate lawyer.

 

Kobus-Cronje-portraitKobus Cronje
Managing Director – South Africa
JTC

Kobus joined JTC following the acquisition of Kleinwort Benson’s fund administration business in 2015.

He has overall responsibility for all aspects of JTC’s South African business and manages a team of over 150 professionals servicing institutional clients across the global JTC network.  In 2018, Kobus was promoted to Head of Operations for the group ICS Division and serves as a member of the Global ICS Board.

Kobus has over 16 years’ experience in the asset management industry, specialising in client service delivery in the investment funds sector.  He has extensive exposure to most asset classes and fund structures from highly regulated traditional investment funds to a wide variety of alternative funds, including hedge, private equity, debt and real estate structures.  Previously, Kobus worked at Ernst & Young in Ireland where he specialised in the offshore investment funds sector.

Kobus is a qualified Chartered Accountant and a member of the South African Institute of Chartered Accountants.

 

mark2-1Mark Fitzpatrick
Co-Founder
Glide Capital LLC

Mark Fitzpatrick is the co-founder of Glide Capital LLC, which was created in 2015 as a turnkey solution for wealth managers, family offices and institutions to build customized portfolios of private credit and other income producing alternative funds.  Glide performs diligence on hundreds of managers then selects only those they consider to be best-in-class which then become available for building portfolios through our structure. Glide works with our wealth manager clients to build a portfolio based on their needs and the wealth manager has access to all our resources (research reports, portfolio building tools, presentation materials, experienced team) and the Glide team funds the operations of the portfolio with third parties. Glide has built this service so that wealth managers can access attractive income strategies without the high barriers to entry.  Portfolios are extremely well diversified and typically target an 8-11% net return with low volatility.