Dawn Yiannoullou

On July 16th, I will be speaking at the New York City Open Source Data Infrastructure Meetup, hosted by Aiven. The panel will cover preparing data with OpenSearch, building a chatbot for various types of unstructured data, and much more. To learn more or to register for this free event, click the link below! #FTI #Securitiescommoditiesandderivatives #OpenSource #LLM #LangChain #DataInfrastructure #OpenSearch #RAG #DataPreparation #TechTalk

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Susan Kennedy on Open Technology Fund by SustainOSS Panelists: Richard Littauer | Eriol Fox "In this episode, hosts Richard Littauer and Eriol Fox chat with Susan Kennedy, a program manager at the Open Technology Fund (OTF), to explore the intricacies of sustaining open source technologies. OTF, a nonprofit organization, plays a vital role in promoting internet freedom in oppressive regimes by supporting the development of anti-censorship and anti-surveillance technologies. Funded by the U.S. Congress but operating independently, OTF aids in navigating the challenges attached to open source project sustainability and maintenance. Susan outlines OTF's fund mechanism, highlighting its commitment to supporting open source projects that are pivotal for internet freedom. Also, the episode shines a light on the newly initiated FOSS Sustainability Fund by OTF, designed to specifically address the financial and logistical hurdles facing open source technologies today." - Richard: Looking ahead for a few years, what would be your dream vision for this fund? - Susan: 10(00) times the amount of money supporting 10(00) times the amount of projects. There are many, many, many, many more projects than there are resources currently to support them. (Yep, I couldn't resist adding some extra zeros). 💯 #OpenSource https://lnkd.in/dvyytuUc

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When it comes to adoption of tech, John Soffronoff, Partner at Capco, explains that community banks have a unique opportunity to build on their existing customer service advantage by offering personalized and customized solutions. View the American Banker article here: https://okt.to/vVem04 #Bankingindustry #Communitybanking #Industryinsights

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How and when did Morgan Stanley’s management team see the opportunity to change the game in terms of risk within wealth management?   Unsurprisingly, it was tech that helped them lead the way.   Listen to this meaningful conversation between Chris Scott-Hansen, Managing Director, Associate Director of Consulting Group, Head of Trading & Managed Solutions, Morgan Stanley, and my colleague, Woo Fung Kwong, Managing Director, Chief Strategic Advisor to Aladdin. Hear the full conversation: https://1blk.co/3vJoIOf #TechIsNeverDone #AladdinIsNeverDone

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By harnessing the power of capital, we can create an equitable financial system and build long-term success for our company and communities. Read more about how M&T Bank is helping our communities prosper on page 8 in our Sustainability Report: http://ms.spr.ly/6044lK2s6 #sustainability #sustainabilityreport

As embedded finance rapidly expands, businesses are excited to reap the benefits – from improving customer experience to driving revenue and competitive advantage. However, many executives have concerns and may need help navigating the complexities of offering these solutions. Learn more in #Pathward’s new report, “Embedded Finance – Executives Perspectives on Opportunities & Barriers,” about whether you’re ready for this new tech endeavor. #EmbeddedFinance #Fintech 

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Your financial institution may have scrambled to roll out new digital capabilities during the pandemic. But are these efforts successfully unlocking all the opportunities that digital banking can provide? Get advice on accelerating your digital roadmap.

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Large industry players are well positioned to embrace direct indexing’s potential. Smaller firms need to get creative to stay competitive. Here’s how you can get ahead of the emerging curve: http://spklr.io/6045owIB #ETF #DirectIndexing #WealthManagement

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Wilmington Trust continues its growth and community involvement on Long Island! This week, our own Tim O'Mara, CFA was interviewed by Dan’s Papers for a story on our relationship with the Island’s business and investor communities. Take a look at the piece on Page 59 of the June 2024 edition and enjoy! Also, reach out to any of our team to discuss your financial goals. #wealthmanagement

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Effective liquidity management is crucial for midsize businesses to stay agile and seize growth opportunities. Discover five strategies to optimize your liquidity and drive long-term success.

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It‘s exciting to see Broadridge's President, Chris Perry, leading an engaging discussion at the Tiburon CEO Summit, exploring the future of WealthTech M&A, alongside industry leaders. They shared insights into:  · Emerging trends influencing M&A  · The role of AI in wealth tech  · Consolidation · Actionable strategies to raise capital, or prepare for acquisition Thank you to Tiburon for hosting this discussion!  #WealthTech #MergersAndAcquisitions #CEOInsights #WealthManagement 

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Greatly enjoyed and appreciate the opportunity to be part of a panel discussion on my favorite topic – #AML #riskassessment, which is the cornerstone to demonstrating #effectiveness, and often including #efficiency, of the #AFC program. One notable key takeaway from “Lessons Learned from Recent Enforcement Actions” session is not only the critical role of #BSA/ #AML risk assessments, but in particular, where the approval of such #riskassessments by the #Board of Directors must be documented in #boardminutes – “Board shall review and #provide_credible_challenge to the BSA/AML and OFAC #riskassessments and document its review in the Board minutes.” The perfunctory approval by the Board is no longer acceptable – there has to be a discussion of the #riskassessment results, and they need to be minuted. Now, that’s setting the #tonefromthetop – and inculcating a true #cultureofcompliance. THANK YOU to Meryl Lutsky, Maleka Ali, Steve Wallace, CAMS for a terrific conversation, to the attendees for their participation, and to board members of #ACAMSGreaterBostonChapter for the invitation to speak.  Looking forward to the next Chapter event! #amltraining, #CAMS, #CAMS-Audit, #CAMS-RM

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Here is First Commonwealth Advisors 2nd Quarter Outlook. It’s a good read with interesting points around the Magnificent 7, the upcoming election, consumer debt and more. Our CIO highlights the importance of staying invested according to your long-term return expectations, all the while managing your portfolio around the edges to reduce risk. Positivity is a powerful thing. https://bit.ly/4bORwU9

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My journey with GIC has been nothing short of extraordinary. It is a privilege to work alongside many talented professionals and be part of such a great company. Read my story here: https://lnkd.in/gwueUEuE Work at the Point of Impact #GIC #Finance #Investing #WorkatthePointofImpact

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Business credit cards are specifically designed for a business’s unique need by offering benefits like higher spending limits and cash back in the areas that matter to support your company’s growth and financial health. Here’s a deeper look into how business credit cards compare with personal cards. https://dy.si/T2L7p

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Thrilled to acknowledge Securities Finance Times and Justin J. Lawson for orchestrating a successful Symposium 2024 in Boston, MA, a pivotal hub for the securities finance industry. It was an honor to serve as the master of ceremonies and contribute to this event. This year’s symposium featured an impressive lineup of speakers and industry stalwarts, offering valuable insights to an in-depth agenda. The unwavering support from industry sponsors further underscored the event’s significance. Not to mention, the breathtaking views of Boston Harbor provided an ideal backdrop. ⛵️ Here are a few quick hits from my notes👇 1️⃣ Compliance: With the imminent transition to T+1, evolving reporting requirements and future changes to risk based capital standards, regulatory compliance remains paramount. Despite challenges posed by market dynamics, the industry is poised and positioned to navigate these changes effectively. 2️⃣ Transformation: Embracing innovation, the industry is witnessing the emergence of alternative trading platforms and technologies that streamline processes, enhance efficiencies, drive liquidity and reshape transactions from the point of execution in securties lending and repo. 3️⃣ Innovation: Technology innovation is thriving with fintechs and infrastructure providers at the forefront, listening to their clients and bringing forward solutions. Increasingly firms across the value chain are looking to leverage AI and ML to automate processes, bolster operational performance, and mitigate risks. 4️⃣ Resilience: Heightened focus on third-party risk management, onboarding and resilience measures is essential for sustainable business models, ensuring resilience against market disruptions, single point of failure and cyber threats. 5️⃣ Relationships: In-person interactions remain invaluable, fostering connections, and facilitating business exchanges. The human touch continues to be a cornerstone of the industry. Cheers to a successful event and the invaluable insights shared!

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