InvestOps USA 2020

November 16 - 18, 2020



10:00 am - 10:50 am Registration and Champagne Welcome Brunch

10:50 am - 10:55 am Welcome Address: Sonal Ghelani, Content Director, InvestOps

10:55 am - 11:00 am Chair’s Opening Remarks

Peter Kapur, Independent Data Consultant, Former Head of Data Strategies at AIG

Peter Kapur

Independent Data Consultant, Former Head of Data Strategies


11:00 am - 11:20 am Case Study: How can you implement a data strategy underpinned by a broader focus on platform?

  • How focusing on platform and front to back is as important as a data strategy
  • Where to start and how to choose
  • Balancing the need for best in class solutions with a risk of disparate and diverse solutions
  • How to manage the evolution of the target operating model
Michael Nirschl, Managing Director at Morgan Stanley Investment Management

Michael Nirschl

Managing Director
Morgan Stanley Investment Management

Andrew Onslow, Global Head of Investment Management Operations at Morgan Stanley

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley

11:20 am - 12:00 pm Panel Discussion: What are the 3 critical success factors for building an effective data governance strategy that meets your strategic and tactical business objectives?

  • Data governance 101- What are the people and processes you need to have in place to enable your business to make the most of the data it holds across the enterprise?
  • How can an effective data governance strategy enable you to comply with regulations while giving you a competitive advantage?
  • How can you implement the best data governance and warehousing strategy for your firm to truly maximize the new opportunities offered by increased data access? 
  • Why is it important to safely store data to mitigate risk and safe guard your brand?
  • What steps do you need to take to upskill your teams knowledge on data governance and security measures to ensure compliance?
Sonia Maloney, Director, Public Markets Business Management at Canada Pension Plan Investment Board

Sonia Maloney

Director, Public Markets Business Management
Canada Pension Plan Investment Board

Glenn Peipert, Head of Transformation & CDO at MetLife

Glenn Peipert

Head of Transformation & CDO

Jay Boyd, Application Services Technology Officer at Invesco

Jay Boyd

Application Services Technology Officer

Jenny Tsouvalis, Senior VP of Operations at OMERS

Jenny Tsouvalis

Senior VP of Operations

Tony Warren, SVP, Strategic Innovation Executive at FIS

Tony Warren

SVP, Strategic Innovation Executive

12:00 pm - 12:20 pm Fireside Chat: Creating a true ODW: How can you create an operational data warehouse that addresses analytical needs across your operations function

  • What are the best operating models for warehousing to be a success?
  • Cloud based solutions- is this the way forward for data warehousing?
  • What critical steps need to be taken to implement data warehouses to provide a strategic overview addressing tactical challenges such as data aggregation and retention?
  • How to align your data and system architecture to create robust a data warehouse and ensure security requirements are met?
Peter Kapur, Independent Data Consultant, Former Head of Data Strategies at AIG

Peter Kapur

Independent Data Consultant, Former Head of Data Strategies

Evan Fire, CIOO & CISO at Pzena Investment Management

Evan Fire

Pzena Investment Management

12:20 pm - 12:40 pm Presentation: How Managed Data Services Can Support Your Digital Journey

  • What are the business and client benefits of managed data services?
  • What are the shortcomings of traditional BPO and data service initiatives?
  • How can you outsource the core data management process to managed data services?
  • How can you make sure to get the fundamentals right for end-to-end managed data solutions?
Josef Sommeregger, Managing Director at SimCorp Gain

Josef Sommeregger

Managing Director
SimCorp Gain

12:40 pm - 1:40 pm Afternoon Networking Break

1:40 pm - 2:00 pm Presentation: Spending smart- How to build a technology driven data centre to facilitate superior investment decisions, deliver timely and accurate reports to clients and improve operational efficiencies

  • How to address the need for a new approach to data management under new regulations, growing technology, big data and advanced analytics
  • Gaining an enterprise-wide view of your data- How can you implement a data management strategy that increases transparency across the business and aids accurate decision making?
  • How can you ensure your technology is flexible enough to adapt to the constantly evolving requirements of your data function?
  • Setting realistic objectives: how does your actual data management approach differ from text book approaches?
  • How to decide which specific technologies can help you streamline your global data processes
Don Maciag, Managing Director at Charles Schwab Investment Management

Don Maciag

Managing Director
Charles Schwab Investment Management

2:00 pm - 2:40 pm All Star Panel: Building a best-in-class data model: How can you combine data architecture, governance, analytics and warehousing to deliver a framework that enables quality, transparency and flexibility across your investment operations division?

  • Data sourcing- How to best source and store your data for future and current clients to enable quicker decision making processes for front office trades
  • Data driven investment operations: How are the buy side streamlining and growing their business thorough best practice data management?
  • Data management- How to measure, manage and monitor data quality to ensure it effectively supports your business day-to-day operational needs
  • Separating the good from the bad- How to ensure you have invested in the right data set enabling you to make better strategic decisions
  • Data analytics- How to leverage specialized analytical techniques and computing tools for large data sets to increase operational efficiency
Arnie Wachs, Principal and Practice Lead, Data Management at Cutter Associates

Arnie Wachs

Principal and Practice Lead, Data Management
Cutter Associates

Tisha Worden, Assistant Director of Investment Operations at Principal Global Investors

Tisha Worden

Assistant Director of Investment Operations
Principal Global Investors

Ed Selker, Director - Data Management Operations at Federated Hermes, Inc.

Ed Selker

Director - Data Management Operations
Federated Hermes, Inc.

Don Maciag, Managing Director at Charles Schwab Investment Management

Don Maciag

Managing Director
Charles Schwab Investment Management

Andrew Sexton, Sales and Marketing Director at Curium Data Systems

Andrew Sexton

Sales and Marketing Director
Curium Data Systems

2:40 pm - 3:10 pm Special Guest Speaker: Future-proof your Future - How are RPA, AI and ML going to radically change and shape the future of your profession?

Described as “The Adviser behind the Advisers” and a “Young Kurzweil,” Matthew is the founder and CEO of the 311 Institute, a global futures think tank working between the dates of 2020 to 2070, and is an award winning futurist and author of “Codex of the Future.” Regularly featured in the global media, including AP, BBC, CNBC, Discovery, RT, and Viacom, Matthew’s ability to identify, track, and explain the impacts of hundreds of revolutionary emerging technologies on global culture, industry and society, is unparalleled. Recognised for the past six years as one of the world’s foremost futurists, innovation and strategy experts Matthew helps governments, investors, multi-nationals and regulators around the world envision, build and lead an inclusive, sustainable future.
Matthew Griffin, Founder and CEO, Technology Futurist at 311 Institute

Matthew Griffin

Founder and CEO, Technology Futurist
311 Institute

3:10 pm - 3:30 pm Afternoon Networking Break


3:30 pm - 5:40 pm Buy Side Drill Down Roundtables: Evaluate the latest data technology with your peers to understand who is best placed to meet your front-back cross-asset investment operations needs

Break into groups of 10 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers

  • Roundtable 1: How can you bring together reference and market data enterprise to drive key strategic decision and gain a competitive edge- Calypso
  • Roundtable 2: How managed data Services can support your digital journey- SimCorp GAIN
  • Roundtable 3: MarkLogic
  • Roundtable 4: How investment firms can implement emerging technologies including big data analytics, business intelligence reporting and AI competitive advantage- INDATA
  • Roundtable 5: BNY Mellon
  • Roundtable 6: Taskize   
  • Roundtable 7:  How a technology partner with the right combination of servicing, data, and solutioning can drive your firm’s success- Clearwater Analytics
  • Roundtable 8: IHS Markit

*Each roundtable lasts 15 minutes

5:40 pm - 5:40 pm InvestOps Welcome Drinks Reception- Yacht Party