Speakers

Terri Messina

Managing Director, Global Investment Operations, Principal Asset Management

Terri Messina has thirty years of experience in the asset management industry. She most recently spent four years running the operations for the captive and third-party middle office operations and the alternatives operations. Prior to that she ran middle office operations for Goldman Sachs asset management and Fidelity Management Trust Company. Terri is also a former Partner with Ernst & Young and is a CPA. She has an undergraduate degree in accounting from Lehigh University and an MBA from St. Joseph’s University.

Nathan Morey

Head of Delivery, Alternative Investments, F2 Strategy

Nathan Morey is Head of Delivery for Alternative Investments at F2 Strategy, where he leads the execution of business and technology transformation initiatives for alternative asset managers, fund administrators, and financial institutions.

With more than 20 years of experience in the alternative investments industry, Nathan specializes in helping organizations modernize middle- and back-office operating models, optimize investment accounting and reporting processes, improve data quality and governance, and implement scalable technology solutions. His expertise spans private equity, private credit, hedge funds, fund administration, portfolio accounting, workflow automation, enterprise data platforms, and operational transformation.

Matt DeLoca

VP, Alkymi

Matt DeLoca serves as Vice President of Sales at Alkymi, where he is responsible for all revenue, including direct sales and partner channels. He joined Alkymi in 2022 and has driven strong sales growth, adding customers such as UBS, PIF, TRS, Harbourvest, and PSP, and cultivating partnerships with SimCorp, and Finbourne, among others. Matt is based in Alkymi’s HQ office in New York City.