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Episode Description:

This Sponsored Insight features Dan Houlihan, the CEO of STP Investment Services, a global investment operations firm that provides complete front, middle, and back office services for investment managers.

Dan joined STP in August 2022 after spending 11 years at Northern Trust as the EVP and Head of Asset Servicing. Prior to Northern Trust he was President of Citisoft, a management consulting group to the investment industry.

If you are currently outsourcing operations or exploring the subject, this is a master class. Dan shares some key insights on the trends and considerations of operational outsourcing, the common triggers to begin the conversation, what to look for in an outsourcer and how outsourcing can potentially launch products faster and enter new markets.

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All opinions expressed by Ted and podcast guests are solely their own opinions and do not reflect the opinion of the firms they represent. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.