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Doing Your Cloud Homework: Legal, Tech & Security Questions Answered for Investment Firms (Webinar)

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Utilizing a cloud infrastructure means doing your due diligence: optimizing your firm’s operations, considering the legal implications, and ensuring your data is secure at all times.

On this webinar, experts at Eze Castle Integration, Morgan Stanley and Milbank, Tweed, Hadley & McCloy analyze the legal, technology and operational considerations for cloud computing.

Discussion topics include:

  • The roles of SEC and FINRA in cloud governance
  • The importance of service level agreements
  • Practicing safe security in the cloud
  • Choosing the cloud & a cloud services provider


Michael Kurzer, Attorney, Milbank, Tweed, Hadley & McCloy LLP
Michael represents financial institutions in proceedings before the Financial Industry Regulatory Authority (FINRA) and Securities Exchange Commission (SEC). He also advises on software outsourcing transactions, cloud computing arrangements and other matters.

Adam Menkes, Vice President, Morgan Stanley
Adam is Vice President within the Business Consulting group of Morgan Stanley Prime Brokerage and is a 14-year veteran of the financial industry. Adam has been with Morgan Stanley since 2007, and his focus on technology has allowed him to assist over 50 clients with their technology planning in that time.

Vinod Paul, Managing Director, Eze Castle Integration
Vinod leads a talented team of customer service and engineering professionals at Eze Castle and oversees all customer-facing engagements. He was previously Director of Technical Services at Martin Progressive.