Why You Should Attend
As investment portfolios become increasingly complex, achieving a consolidated Total Portfolio View (TPV) is becoming more important. Yet while 58% of firms have TPV transformation activity planned within the next three years, many are addressing it as part of broader data modernization initiatives rather than as a standalone priority.
The pressure behind it is real. Investors are rapidly increasing private market exposure, creating new challenges in visibility across liquidity, exposures, and risk. As portfolios grow more complex, an operating model built for public markets starts to strain, and the cost of assembling a consolidated picture manually rises with every new allocation.
Join Rimes and Citisoft for a fireside chat that cuts through the noise on total portfolio view, tackling the practical realities of breaking down data fragmentation and building a scalable, decision-grade view across asset classes.
What to Expect
- Why Total Portfolio View has become essential: How the growth of private assets has made visibility and governance more challenging.
- What a complete Total Portfolio View requires: The data model, operating model, and analytics capabilities needed to support investment and risk decisions.
- How to integrate and normalize private markets data: Practical guidance for achieving consistent look-through across funds, co-investments, and multi-layer structures.
- Real examples of portfolio-wide transparency: How firms are improving insight into exposures, liquidity, concentrations, and factor sensitivities.
- A practical readiness and maturity model: How organizations can benchmark where they are today and define a realistic path forward.
- Steps to get started: Actionable recommendations for firms at any stage of their data journey.
- Live Q&A: Attendees can ask questions directly to the speakers.
Meet the Speakers
Allen Cohen
Head of Client Strategy and PartnershipsAllen joined Rimes in 2024 as the Head of Client Strategy and Partnerships, bringing over 34 years of experience as a global financial services executive and board member. Before joining Rimes, he spent 17 years at BNY Mellon in senior leadership roles, including Executive Platform Owner for Revenue and Billing Services, Global Head of Accounting & Administration, Digital Officer, and CIO for Asset Management. He also served as Divisional CIO for Custody and Fund Services at J.P. Morgan Chase.
In his role at Rimes, Allen collaborates closely with Sales, Product, and Engineering teams to enhance client solutions and drive strategic growth. An experienced speaker, he frequently shares insights at industry events and client roundtables. Allen has also contributed to industry thought leadership through engagements with prominent industry groups and publications, including Post Trade 360, Scrip, Global Custodian, and Sibos. Allen has successfully founded and sold companies to major financial institutions and led several high-profile M&A deals.
Graeme Jones
Enterprise Sales EngineerGraeme is an Enterprise Sales Engineer specializing in the Rimes Investment Management platform. With a robust background in financial services, he has held diverse roles across startups and international investment banks in multiple countries, including a significant tenure in Australia.
An Economics graduate from York University, Graeme began as a chartered accountant before transitioning into IT, where he has served as a business analyst, product owner, and implementation lead. His responsibilities include presenting demos, engaging in technical discussions, and managing RFIs and RFPs.
Graeme has contributed to several patents, notably co-inventing an Australian system for automated goal-achievability visualization. His coding skills and technical expertise make him a versatile problem solver and a trusted advisor to clients.
Adam Taylor
Principal ConsultantAdam Taylor is a Citisoft consultant with over 20 years of experience in investment management, technology, and operations. He is an expert on data strategy, business change, systems integration, and operational process, risk and controls optimization. As a trusted advisor for numerous global custodians, asset managers and private equity managers, Adam has established a strong track record of forming motivated teams and delivering on transformation initiatives. Adam has notable expertise in data strategy, having developed and executed new frameworks, data models, and governance strategies.