Having a strong infrastructure in place to protect sensitive data should be a critical consideration for all firms, but for […]
On a regular basis, we talk with our team members about their experience working at Canoe, and their future goals […]
Mike Muniz, Partner and Chief Revenue Officer at Canoe Intelligence, recently participated in an innovation panel at InvestOps USA 2023. […]
SUMMARY In February 2023, Bob Ohanesian, Investment Operations Manager, from the University of Southern California (USC) Investment Office, participated in […]
Download The Full Case Study > ABOUT THE UNIVERSITY OF SOUTHERN CALIFORNIA INVESTMENT OFFICE The University of Southern California Investment […]
Last Friday, March 10th, was one of the busiest days of the year for many of us in the financial […]
Every spring, K-1s reappear as a major topic of discussion and significant operational burden in preparing for the upcoming tax […]
Canoe Thought Starters is a blog series that explores timely topics for single-family offices, multi-family offices, registered investment advisors, and […]