TorreBlanc Attends State Street’s Americas Consultant Conference

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Boston, MA - Members of TorreBlanc's leadership team attended State Street's (STT) annual consultant conference on Thursday, May 15th, 2025, held at their global headquarters in Boston. The conference was kicked off by a fireside chat with CEO Ron O'Hanley followed by multiple speakers and panelists who shared their market insights on the private markets, exchange-traded funds, and current industry dynamics.

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Product Focus

Over the course of several sessions, State Street provided a comprehensive look into the evolution of its Alpha platform—from its launch in 2018 to where it stands today. In addition to the main sessions, a series of focused breakouts offered deeper dives into topics like cash solutions, the latest roadmap for asset owners, and emerging opportunities in the private markets.

Attendees also had the chance to connect directly with product teams at interactive booths, where they explored live demonstrations of both platforms and asset servicing offerings. Highlights included GlobalLINK and Charles River’s Manager Workbench on the platform side, along with key services such as FX, the Alpha Data Platform, and Cash Management.

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TorreBlanc's Founder Interviewed

Founder and CEO Mark Aguilera had the opportunity to discuss the state of investment management with State Street's marketing team. The conversation was recorded and we look forward to publishing Mark's interview in the coming weeks. Various topics were discussed as seen below:

• What are some of the operating challenges that asset managers face in their legacy environments?
• How can firms strike the right balance between insourcing and outsourcing?
• What challenges do you see asset managers facing as they diversify into private assets?
• How has the technology vendor and service provider landscape changed in recent years?
• What are the key items investment managers should consider prior to engaging in a major transformation?

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In Summary

In the closing session, Michael Arone, Chief Investment Strategist for SPDR, delivered a timely and insightful update on the current market and economic landscape. The conference wrapped up with a networking session which provided an excellent opportunity to connect with firm leadership and engage with peers across the broader consultant community.

Following the event, Joanna Herrick, Chief Growth Officer at TorreBlanc, reflected on the value of the experience, noting, “Attending State Street’s Americas Consultant Conference was incredibly valuable. State Street understands that strong partnerships with consultancies are essential to driving success for our shared clients.”

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