Recorded on July 20th 2023
This program will focus on options for making your back office reporting timelier and more accurate, with lower risk, through effective workflows and support.
About the Moderator
Joseph Larizza, CEO & President of Mirador, Inc.
Joseph Larizza founded Mirador in 2015 after 18 years of cumulative experience at several of the most esteemed investment firms in the industry. Joseph served as the Chief Administrative Officer, heading the bank's Information Technology & Operations departments at Fieldpoint Private Bank & Trust (FPBT) and prior to joining FPBT, Mr. Larizza worked at Credit Suisse, serving a variety of management roles in the IT department, most notably as the Chief Operating Officer. Mr. Larizza has also been an IT executive for Goldman Sachs Private Bank, Deutsche Asset Management, and Ernst & Young Consulting, where he started their New York Advanced Development Center practice. Outside of the office, Joseph enjoys fishing, boating, and spending time with his family.
Mirador, Inc. was founded in 2015 in Darien, CT with one employee, one client, and one idea–to serve those who serve significant wealth. Mirador’s leadership and employee roster is comprised of wealth management and technology experts drawn from family offices and wealth management firms and is focused on delivering an array of services specifically developed for advisors to UHNW investors. Services include consolidated financial reporting, private investment support, alternative investment data management, K-1 document management, and compensation management for wealth management firms. The company also has a technology consulting team offering bespoke wealth technology solutions in an ever-evolving landscape.
With a core firm tenet of delivering exceptional client service, Mirador’s subject matter experts serve three primary constituent groups: UHNW families and single-family offices; wealth managers, multi-family offices and RIAs; endowments and foundations. As a managed services partner to its clients, Mirador remains technology agnostic and free from conflict in guiding clients to the right solutions and best outcomes. Through partnerships with leading third-party technology platforms, Mirador consults on everything from technology selection to implementation and even ongoing system operation. As an extension of its clients’ teams, Mirador frees clients from technical and time-consuming operational tasks and allows them to focus on what really matters–creating value for their clients and their firm.
In addition to its headquarters in Stamford, CT, Mirador, Inc. has offices in Chicago, Jacksonville, Salt Lake City, and internationally in London, Edinburgh, and Dublin and currently employs more than 160 people. The firm supports the requirements of clients throughout the Americas, EMEA, and Asia Pacific.
Represented by Josh Smith, Co-founder & CEO
VRGL empowers family offices with institutional-grade analytics and automated data extraction, facilitating a deep understanding of their investment landscape. By offering a comprehensive view of their consolidated investments, VRGL enables family offices to engage in effective long-term financial planning, including generational wealth transfers.
With insights into Performance, Risk, Diversification, Taxes, and Fees, VRGL equips family offices with clear visibility for informed decision-making. Founded by industry pioneers, VRGL's technology seamlessly aggregates investment data, delivering a streamlined, no-touch analytics package.
Josh Smith is Co-founder and CEO of VRGL. Josh has spent his entire career in software, institutional finance, and investment management. Most recently, Josh co-founded and was CEO of Solovis, Inc., an industry pioneer in multi-asset class analytics for institutional investors. Solovis is the system of record for established institutions, including many of the largest family and multi-family offices throughout the world. Josh successfully led the company from day one to its eventual sale to Nasdaq, Inc. in 2020.
Before Solovis, Josh was an investment banker at RBC Capital Markets and an investment associate for Investure, a $10 billion OCIO in Virginia where he made investment recommendations across public and private assets globally.
Represented by Kimberly Kale, Head of Operations-PE Back Office
Allvue is a leading provider of technology for investment managers in the private capital and credit markets industry. Its mission is to empower superior investment decisions by pairing modern cloud-based software with capabilities across multiple asset classes. Allvue’s solutions serve the entire investment lifecycle and are seamlessly integrated to provide a comprehensive product suite, serving investment managers of all sizes.
With a commitment to innovation and a focus on multiple asset classes, Allvue’s software solutions allow its clients to operate and grow their businesses more effectively by automating manual processes, improving data accuracy and consistency across workflows, and delivering enhanced analytics.
Kimberly joined Allvue’s predecessor, AltaReturn, in 2009 and has over 25 years experience in software management, including over 20 years servicing the alternative investments industry. Prior to joining AltaReturn, Kimberly spent seven years with FIS/Investran, first in New York, and then transferring to London to manage the EMEA implementation team. Kimberly holds a Bachelor’s degree from Vanderbilt University and is currently based in Allvue’s Miami headquarters.