Lauren Taylor Wolfe – The Modern Activist Toolkit - [Invest Like the Best, EP.192]

I know firsthand how complex the tech stack is for asset management firms. And seemingly every new tool and data source makes the problem even worse, adding more complexity, more headcount, and more risk. Ridge line offers a better way forward. One unified platform that automates away the complexity across portfolio accounting. Reconciliation, reporting, trading, compliance, and more, all at scale. Ridge line is revolutionizing investment management, helping ambitious firms scale faster.

Operate smarter and stay ahead of the curve. See what Ridgeline can unlock for your firm. Schedule a demo at ridgeline.ai. This episode is sponsored by Canalist. Canalist is the leading destination for public company data and analysis. I'd heard of Catalyst over the past few years and became more interested after meeting the founder and CEO last year to pick his brain about SaaS businesses.

Founded by a former buy side analyst who encountered friction in sourcing, building, and updating models, Canalyst is now used by over three hundred institutions, including the largest money managers in North America, and by a number of guests on the show. with detailed company specific models on over four thousand public companies, Candleist platform lets analysts update their own models in seconds, complete with KPIs and segment data, adjustments and restatements. Everything you want and expect in your own models on virtually every investable public equity. If you're a professional equity investor and haven't talked to canalists recently, you should give them a shout. Learn more and try for yourself at canalist dot com slash Patrick.

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