InvestOps USA 2020

November 16 - 18, 2020

Online

US Pre-Day – 9th November

Time (ET)

Time (ET)

9:25 am - 9:30 am Opening Remarks: Lauran Allen, Editorial Director, InvestOps

Following the opening keynote, you will be randomly split into two virtual roundtables to collaboratively brainstorm solutions to your most pressing challenges

Enhancing Your Data Capabilities To Gain A Competitive Edge

9:30 am - 10:00 am Opening Fireside Chat: How can you identify the best platform to enable you to implement and scale a data strategy that best suits your business?

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

10:00 am - 10:30 am Peer-to-Peer Roundtable 1


Michael Nirschl, Managing Director at Morgan Stanley Investment Management

Michael Nirschl

Managing Director
Morgan Stanley Investment Management

10:00 am - 10:30 am Peer-to-Peer Roundtable 2

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

Andrew Onslow

Global Head of Investment Management Operations
Morgan Stanley

10:30 am - 10:35 am 5 Minute Transition to Boardrooms – select which boardroom you would like to attend by using the Zoom link

TRACK A: Integrating Innovative Tech into your Operations

10:35 am - 11:20 am Boardroom: How can you bring together reference and market data enterprise to drive key strategic decision and gain a competitive edge


Sergio Capanna, Director of Product Management & Head of Asset Management at Calypso Technology

Sergio Capanna

Director of Product Management & Head of Asset Management
Calypso Technology

Darragh O’Connor

Senior Market Specialist
Calypso Technology

TRACK B: Scaling Data Analytics’ and Automation

10:35 am - 11:20 am Boardroom: Achieve operational excellence by enabling a 360-degree view of data in real time, on premise and in the cloud

Tame your data; Consolidated diverse and overlapping data sources quickly and easily; Sophisticated data discovery and self-service data aceess

Rob Stell, Director, Strategic Accounts at MarkLogic

Rob Stell

Director, Strategic Accounts
MarkLogic

David Kaaret, Solutions Engineer at MarkLogic

David Kaaret

Solutions Engineer
MarkLogic


11:20 am - 11:25 am 5 Minute Transition to Main Plenary


11:25 am - 11:45 am Keynote: Data as a Service: How to achieve greater business agility in times of disruptive change

  • Why are traditional approaches to market and reference data management no longer future fit?
  • What is Data as a Service, and how does it differ from a managed service?
  • What should firms be looking for in a Data as a Service offering?
  • What are the common obstacles to adopting Data as a Service, and how can these be overcome?
  • How can technology solutions like Data as a Service boost morale and interdepartmental synergy?
Josef Sommeregger, Managing Director at SimCorp

Josef Sommeregger

Managing Director
SimCorp

11:45 am - 11:50 am 5 Minute Transition to Boardrooms


11:50 am - 12:35 pm Boardroom: Rethinking market and reference data management: Driving business agility through Data as a Service


Ruchir Verma, Head of Global Services, Investment Management at Zurich Insurance Group

Ruchir Verma

Head of Global Services, Investment Management
Zurich Insurance Group

Patrick Engelhard, Global Head, Datacare at SimCorp

Patrick Engelhard

Global Head, Datacare
SimCorp

Ramesh Rabadiya, Global Strategy Data Management at SimCorp

Ramesh Rabadiya

Global Strategy Data Management
SimCorp

Investment managers are under immense pressure to leverage data to deliver new insights, inform investment decisionmaking, enhance the customer experience and drive operational efficiencies. Digital transformation initiatives with the goal of becoming “data-driven” are commonplace, but what does this mean in practice? This open, deep dive discussion will explore the logistics involved in becoming a truly data-driven organisation, giving participants the opportunity to share experiences, learnings and discuss how to navigate roadblocks as investment managers move towards data-driven decisionmaking. 12.35 ET 5 Minute Transition to Main Pl

Debbie Williams, Head of Data Governance Advisory at BNY Mellon OMNI Digital Services

Debbie Williams

Head of Data Governance Advisory
BNY Mellon OMNI Digital Services

Joel Kornblum, Head of Strategic Engagements at BNY Mellon Global Digital Solutions

Joel Kornblum

Head of Strategic Engagements
BNY Mellon Global Digital Solutions

Jeremy Skaling, Head of Marketing at BNY Mellon Data and Analytics Solutions

Jeremy Skaling

Head of Marketing
BNY Mellon Data and Analytics Solutions

12:35 pm - 1:30 pm Lunch Break

1:30 pm - 2:15 pm Boardroom: How can you implement cloud-based technologies including Data Analytics, BI (Business Intelligence) Reporting and AI for competitive advantage?

  • Cloud-based technologies have emerged to re-shape the front, middle and back-office of most investment firms.
  • Learn how born-in-cloud technologies such as Data Analytics, BI Reporting and AI can be used to streamline investment operations, increase productivity and improve investor relationships.
  • Assess your current vendors and see how they stack up in terms of tech and whether you should consider alternative solutions.
David Csiki, Managing Director & President at INDATA

David Csiki

Managing Director & President
INDATA

1:30 pm - 2:15 pm Boardroom: The new age in client reporting -How can you leverage advancements in data management and digital reporting to improve client engagement


Yann Bloch, VP Product Management, North America at NeoXam

Yann Bloch

VP Product Management, North America
NeoXam

Jason McCann, Head of Sales, North America at NeoXam

Jason McCann

Head of Sales, North America
NeoXam

2:15 pm - 2:40 pm Networking

2:40 pm - 3:10 pm Fireside Chat & Live Q&A: Building a best-in-class data platform: 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 data to ensure your data platform meets current and future business requirements and supports quicker decision making in the front office
  • Data driven investment operations: How are buy side firms improving their data operations 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 can you measure that your data continues to be fit for purpose and enables better strategic decisions?
  • How does a Data Management platform make Data Governance easier to implement?
Don Choe, CTO at Annaly Capital Management

Don Choe

CTO
Annaly Capital Management

Ed Selker, Director, Enterprise Data Operations at Federated Investors

Ed Selker

Director, Enterprise Data Operations
Federated Investors

Andrew Sexton, Sales and Marketing Director at Curium Data Systems

Andrew Sexton

Sales and Marketing Director
Curium Data Systems

3:10 pm - 3:30 pm Interview: What are the 3 critical success factors for building an effective data governance strategy that meets your strategic and tactical business objectives?


Evan Fire, COO at Pzena Investment Management

Evan Fire

COO
Pzena Investment Management

Close of Interactive Day