As a Gold Sponsor of Workiva Amplify, Lionpoint will be participating in two presentations! On Wed. Sept. 11th, catch Steven Schwarz, and Sully Baker on a panel entitled "Unlock Effortless Reporting at Scale with Automated Batch Reporting." Later that day, Dakota Rose and Ryan Sigmon will offer the session, "Process Optimization: Discover – Identify – Enhance." To learn more about these speaking engagements or rsvp for the Lionpoint | Pigment Happy hour on Tues. Sept. 10th, visit https://lnkd.in/gszeP_Rb #Workiva #WorkivaAmplify #FinancialServicesConsultants #BatchReporting #ProcessOptimization Jonathan M. Balkin
Lionpoint Group (an Alpha Group company)
Business Consulting and Services
Transforming Private Markets through Strategy, Technology and Operations. Lionpoint is an Alpha Group company.
About us
Lionpoint Group, an Alpha Group Company, Transforms Operations for the Alternative Investments and Financial Services Industries Lionpoint Group is a global advisory firm with a unique focus on the Alternative Investments and Financial Services industries. Our business model combines the talents of industry leaders and experts in service delivery to assist clients in achieving operational efficiencies and excellence through structure, process and technology. We provide project-based services in several key areas including business consulting, technology solutions, and end-to-end operational improvement. Our primary objective is to design, develop and implement operational and technology improvement strategies to reduce operational costs, optimize business processes, reduce management risk and enhance portfolio value for our clients. Our vision is to be recognized by the Alternative Investments and Financial Services Industries as the partner of choice for Asset Managers, Investors and Owners looking to achieve operational and business excellence. Clients include Fund and Asset Managers, Investment Advisors, Pension Funds, Sovereigns, Endowments, Family Offices, Trusts and other participants in the Alternative Investments ecosystem. We also serve banks, insurance companies and other financial services firms. We have deep expertise across fixed income, private equity, real estate, private debt, liquid credit and infrastructure. Certified implementation partners with Anaplan (certified Master Anaplanners), eFront Invest / FrontInvest, FIS Investran, IHS Markit iLEVEL, Dynamo, DealCloud, Workiva and Yardi. Lionpoint is part of the Alpha Group, more details can be found at www.alphafmc.com.
- Website
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http://www.lionpointgroup.com
External link for Lionpoint Group (an Alpha Group company)
- Industry
- Business Consulting and Services
- Company size
- 201-500 employees
- Headquarters
- New York
- Type
- Privately Held
- Founded
- 2014
- Specialties
- Strategic Advisory and Roadmap Development, Technology Enablement, Operations Transformation, Data Analytics and Visualization, Anaplan, Financial Planning & Analysis, Private Equity, Real Estate, Investran, eFront Invest, Credit, Connected Planning, EPM, eFront, Private Debt, and Infrasrtucture
Locations
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Primary
805 3rd Ave
New York, 10022, US
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London, Lodon WC2n 6AA, GB
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Geneva, Geneva 1211, CH
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Sydney, NSW 2000, AU
Employees at Lionpoint Group (an Alpha Group company)
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Mitch Max
Enterprise Performance Management Leader at Lionpoint
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David Wadsworth
Program Manager
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Jonathan M. Balkin
Executive Leader | Transforming Technology & Operations across Private Equity, Real Estate & Credit | Founder and Senior Partner, Lionpoint Group
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Gordon Robinson
Senior Consultant Lionpoint Group
Updates
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We are delighted to announce that Lionpoint Group (an Alpha Group company) is now live within the Abu Dhabi Global Market (ADGM). Lionpoint will trade as Alpha Alternatives in the Middle East region, in line with our continued integration into the Alpha Group. This announcement marks the beginning of a new era in Lionpoint's ability to service Alternative investment managers across the Middle East, contributing to the growth and success of the local financial industry and helping our clients to navigate the complexities of today's rapidly evolving market landscape. Major investors across the Middle East continue to increase their allocations to private asset classes, including the expansion of Real Estate and Infrastructure investments, and a sharp rise in Private Credit. As the leading global partner to clients managing these asset classes, Lionpoint is perfectly positioned to help our clients in the Middle East optimise their exposure to these investments through the deployment of leading technologies, data strategies and organisational design. Travis Broad, Senior Partner and Head of Lionpoint's Front and Middle Office capability in MENA adds: "We are so pleased to announce Alpha's formal establishment in Abu Dhabi. Increasing our presence in the region was an easy decision for us, given our existing exceptional client relationships in the region; the sheer growth in alternative investments across the Middle East has led to one of the largest business transformation waves in recent times, and we're excited to support our clients through this journey". https://lnkd.in/gwF_rvxa
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As Pereview Software’s implementation partner, Lionpoint helps clients identify requirements and optimize their real estate asset management platform. Watch Evan Mungo and Julie Miner discuss how Lionpoint Group (an Alpha Group company) adds value for Pereview clients. #Pereview #Lionpoint #ImplementationPartner #AssetManagement
We’re fortunate to have a great implementation partner in Lionpoint Group (an Alpha Group company). In this video, Lionpoint’s Julie Miner and Evan Mungo describe the value they bring to Pereview Software clients. Lionpoint is a global consulting firm specializing in the investment management industry. They combine talents of industry leaders and experts to help clients transform their business and achieve operational efficiency and excellence through strategy, process, data, and technology. The result? A Pereview implementation that’s tailored to meet a client’s individual needs and delivers the functionality they require. You can also read more at https://hubs.li/Q02MQj2J0 Pereview and Lionpoint will be joining forces at the upcoming Information Management Network (IMN) CRE Asset Managers’ Forum in Dana Point, CA, September 5-6. Together we’ll be diving deep into the future of real estate asset management, exploring how technologies like AI and automation can transform your operations. Schedule a meeting at the forum for insights into enhancing your data management strategy, unlocking the potential of technology, and much more: https://hubs.li/Q02MQjlr0 #RealEstate #AssetManagement #IMNEvents #IMNAMF
Partner Spotlight: Lionpoint delivers added value for Pereview clients
https://pereviewsoftware.com
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Lionpoint and Pigment are co-hosting a Happy Hour event at Workiva Amplify on Tuesday, September 10th! Join us to unwind, get your headshot taken, and network. Register today: https://lnkd.in/gszeP_Rb Lionpoint Group (an Alpha Group company) is a leading Workiva implementation partner focused on the Financial Services industry bringing deep expertise across Asset & Wealth Management, Insurance, Real Estate, and Private Equity. #Workiva #WorkivaAmplify #FinancialServices #PrivateEquity #WorkivaImplementation
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We’re excited to share how we partnered with one of the world's largest Fortune 500 investment banks to elevate Revenue Projections & Workforce Profitability for their External Investment Group using Anaplan. Curious how Anaplan can transform your financial planning? Connect with us to explore how we can help your organization achieve similar success. Project Team: Santiago Gruter, CFA, CAIA, Philip Trifiro, Travis S., Ben Berube #Lionpoint #Anaplan #FinancialPlanning #RevenueProjections #WorkforcePlanning #CaseStudy
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Will you be attending the Yardi Advanced Solutions Conference (YASC) in San Diego, August 27-29? Stop by our booth to meet the Lionpoint team and catch up! To schedule a time to connect, please email [email protected].
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We are looking forward to attending and sponsoring Workiva Amplify, September 9-11 in Denver, Colorado! Stay tuned for further details on our speaking engagements as well as our networking event, co-hosted with Pigment. To register for Workiva Amplify, visit https://lnkd.in/ebHubK2D #WorkivaAmplify #Pigment #PrivateEquity #AssetManagement #FinancialServices
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Want to learn about how Lionpoint can drive your Management Company Operations transformation or how NetSuite can be tailored to fit your specific needs? Reach out to Robert L. Derkrikorian to schedule a call or connect in person at SuiteWorld. E: [email protected]. #SuiteWorld #NetSuite #PrivateMarkets #ManagementConsulting Lionpoint Group (an Alpha Group company)
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We are looking forward to attending and sponsoring the #CAAFP 2024 (Conference of African American Financial Professionals) next week! Want to meet with us there? Drop a comment for Ikna Shillingford, Antwan Bowen, M.S., or Whitney Okeke, CPA, CMA, MBA below. This year, the The American College of Financial Services conference's focus is on “Expanding Our Collective Impact” – working together to advance strategies for economic empowerment that cross generations, strengthen impact, and power transformational change. To learn more about CAAFP, visit https://lnkd.in/e-RBBUzq #FinancialServices #Conference #Lionpoint
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As finance professionals, we understand why you often move data from tools like Anaplan to Excel. Combining data from multiple sources can be tricky. Excel’s flexibility is great, but it comes with challenges like data integrity and security. While finance teams often spend long hours on manually preparing reports, it doesn’t have to be that way! Email us at [email protected] to discover how we can transform your financial reporting with Fluence XL. #Finance #Excel #FluenceXL #DataConnected #FinancialReporting #Automation #BusinessIntelligence #DataDemocratization #EPM