QQQ converted to an ETF structure, a fee windfall (Q2 2026 revenue up about 37%); Alpha platform migration
Andrew Schlossberg
CEO · Executive on file
Relationship
Not mapped
Likely agenda
Enterprise-wide priorities
Account health
26 Watch · about $22M of planned deals (est.); 1 plan not yet started
Their priorities
Andrew Schlossberg's plan is to strengthen the balance sheet (buy back MassMutual preferred), grow ETFs, private markets (partnership with Barings) and SMAs. unverified
Front-to-back migration to State Street Alpha to simplify the operating platform. unverified
The Alpha migration is a big operating-model change. Offer migration assurance and data quality work.
Plays to raise
Platform migration and operations simplificationCloud & coreIdentified
Why now: QQQ converted to an ETF structure, a fee windfall (Q2 2026 revenue up about 37%); Alpha platform migration.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
The Alpha migration is a big operating-model change. Offer migration assurance and data quality work.
Plays to raise
Platform migration and operations simplificationCloud & coreIdentifiednamed buyer
Why now: QQQ converted to an ETF structure, a fee windfall (Q2 2026 revenue up about 37%); Alpha platform migration.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
The Alpha migration is a big operating-model change. Offer migration assurance and data quality work.
Plays to raise
Platform migration and operations simplificationCloud & coreIdentifiednamed buyer
Why now: QQQ converted to an ETF structure, a fee windfall (Q2 2026 revenue up about 37%); Alpha platform migration.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
The Alpha migration is a big operating-model change. Offer migration assurance and data quality work.
Plays to raise
Platform migration and operations simplificationCloud & coreIdentifiednamed buyer
Why now: QQQ converted to an ETF structure, a fee windfall (Q2 2026 revenue up about 37%); Alpha platform migration.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
The Alpha migration is a big operating-model change. Offer migration assurance and data quality work.
Plays to raise
Platform migration and operations simplificationCloud & coreIdentifiednamed buyer
Why now: QQQ converted to an ETF structure, a fee windfall (Q2 2026 revenue up about 37%); Alpha platform migration.
Ask: An 8-week modernization blueprint: application portfolio scan, target architecture, migration waves and a self-funding business case, using Accenture tooling for code and dependency analysis.
Sourcing. Built from the account brief, outreach plans, tracked intel and the relationship file. Items without a source link come from model knowledge and are unverified, and deal ranges are estimates. Confirm names and roles before the meeting.