114 - Meet the sage of software: a conversation with Heather Bellini, President and CFO of InvestCloud

Heather Bellini is an Industry Partner at Motive , and a President and Chief Financial Officer at InvestCloud , a global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry and portfolio company of funds advised by Motive. Heather Bellini has previously served as a Partner and Managing Director at Goldman Sachs for nearly 10 years, leading the Technology Research Group, before joining cybersecurity software company Deep Instinct as CFO in 2021. At Goldman Sachs, Bellini led the Technology Research Group and served as an equity research analyst, specializing in software and technology companies. During her time at Goldman, she led the research diligence and investor education for 20 initial public offerings across the software sector. She spent her entire career in financial services and technology, having worked as a Senior Managing Director at ISI Group, Managing Director at UBS Investment Bank, and Analyst at Salomon Smith Barney before joining Goldman Sachs in 2011. Heather Bellini has served on InvestCloud’s Board of Directors as Chair of the Audit Committee since May 2022. --- The information contained in this podcast is intended for discussion purposes only. It is not a recommendation, offer, or a solicitation for the purchase or sale of a security or any services of Motive Partners. All investing involves risk and there is no guarantee that past performance will be indicative of future results. The views and opinions expressed in the podcast are as of the date of recording, reflect the views and opinions of the persons expressing them, and do not necessarily represent the views or opinions of Motive Partners. Motive Partners makes no representations or warranties as to the accuracy, reliability or completeness of any information provided and undertakes no obligation to update, amend, or clarify the information in the podcast, whether as a result of new information, future events, or otherwise. Any securities, transactions, or holdings discussed may not represent investments made by Motive Partners. It should not be assumed that securities, transactions, or holdings discussed (if any) were or will be profitable, or that the recommendations or decisions made in the future will be similar or will equal the performance of the securities, transactions, or holdings discussed herein. This podcast may contain forward-looking statements that are based on beliefs, assumptions, current expectations, estimates, and projections about the financial industry, the economy, Motive Partners or Motive Partners’ investments. Nothing in the podcast should be construed or relied upon as investment, legal, accounting, tax or other professional advice or in connection with any offer or sale of securities.

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114 - Meet the sage of software: a conversation with Heather Bellini, President and CFO of InvestCloud is an episode from The Future of Finance by Motive Partners.

This episode is 21:45 long.

This episode was published on Sep 29, 2023.

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