Join hosts Trent Berry and Jasmin Conner as they dive into the fascinating world of unique assets in this episode of Building Wealth with Unique Assets: Insights on Ultra-High-Net-Worth Asset Management. Featuring Taylor Franklin, Oil and Gas Portfolio Manager, and Sam Katigan, VP of Unique Assets at SS&C Innovest, the discussion uncovers the untapped potential of real estate, oil and gas interests, notes, mortgages, and collectibles.
Learn why these assets are pivotal in the $84 trillion Great Wealth Transfer and how wealth managers can harness their value. Don't miss this insightful conversation tailored for professionals navigating high-net-worth portfolios.
Sales Engineer, SS&C Black Diamond Wealth Solutions
Jasmin Conner is a Sales Engineer for Black Diamond, an SS&C Advent company. She has an extensive background in working with wealth management to understand their unique business and technology needs and provide tailored solutions and services to meet those needs.
Based out of the great city of Jacksonville, FL, Jasmin enjoys spending quality time with her family, volunteering in her community, and exploring her interests in economics, history, and art.
Co-HOST: Trent Berry
Trent Berry
Instructional Design Trainer, SS&C Advent
Informally known as ”The Voice of University,” Trent Berry joined SS&C Advent at the turn of the century in 2000, having previously worked in Support and Consulting before occupying his current long standing role as Advent’s Senior Instructional Designer As such, he is responsible for client and employee training for products such as APX, Axys, and Geneva.
In his spare time when not working or perfecting French cooking techniques in his kitchen, Trent owns and operates Dreamrack Studios, a professional recording studio in San Francisco where he can be found producing and engineering music for various artists.
