InvestOps USA 2020

November 16 - 18, 2020

Online

Main Day 1 - 16 November 2020

Time (ET)

Time (ET)

ADAPTING YOUR FRONT-TO-BACK WORKFLOW POST COVID-19

8:40 am - 9:10 am Fireside Chat: An Industry View: What is the importance of open and data-centric solutions to power growth?


Christine Gill

Head of Commercial Development
BNY Mellon Asset Servicing

Mal Cullen, Head of BNY Mellon OMNI Digital Services at BNY Mellon

Mal Cullen

Head of BNY Mellon OMNI Digital Services
BNY Mellon

9:10 am - 9:50 am Keynote Panel: What are the critical success factors for streamlining your front-back investment operations to survive and thrive in the new uncertain market landscape?

Louis Rosato, Director – Global Investment Operations – Industry Engagement & Strategy at BlackRock

Louis Rosato

Director – Global Investment Operations – Industry Engagement & Strategy
BlackRock

Scott Kurland, Managing Director at SS&C Technologies

Scott Kurland

Managing Director
SS&C Technologies

Jim Kearney, Head of Global Investment Operations at Vanguard

Jim Kearney

Head of Global Investment Operations
Vanguard

Hugh Burden, Commercial Director at AutoRek

Hugh Burden

Commercial Director
AutoRek

9:50 am - 10:20 am Spotlight on Innovation: The future of asset management: How to re-think your operating model to thrive in the new marketplace

  • How a shift in the operating model can help asset managers drive efficiencies, adapt to change and position their investment operations for the future
  • Investing in Technology: How codifying the investment process, data science and behavioral analytics can help to maximize investment performance
  • Outsourcing – Exploring the “third wave” of outsourcing and how asset managers can adopt front office outsourcing models that allow them to focus on core alpha-generating functions
Marc Mallett, Director of Strategy Asset Servicing Americas at Northern Trust

Marc Mallett

Director of Strategy Asset Servicing Americas
Northern Trust

10:20 am - 11:00 am 360 Panel Discussion: How can you best adapt your front-to-back and cross-asset people, processes and technology to create value beyond cost savings?


Dave Winter, Head of Investment Operations, Americas at Aberdeen Standard Investments

Dave Winter

Head of Investment Operations, Americas
Aberdeen Standard Investments

Jenny Tsouvalis, Senior VP of Operations at OMERS

Jenny Tsouvalis

Senior VP of Operations
OMERS

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

Hugh Burden, Commercial Director at AutoRek

Hugh Burden

Commercial Director
AutoRek

11:00 am - 11:20 am Refreshment and Networking Break


EMBRACING INNOVATIVE TECH

11:20 am - 11:50 am Keynote: How to leverage digital client engagement to boost revenue growth and improve client relationships

  • The value of digital engagement in delivering a compelling CX
  • Why the right technology is key to enabling your success
  • The tools to help
  • The tech pitfalls to avoid
  • How to interpret the results in digital client engagement
  • Using behavioral analytics to identify client needs

Ian Reese

Product Manager, Client Communications
SimCorp

Sarah Prior

Global Client Communications Go-To-Market Strategist
SimCorp

11:50 am - 12:30 pm Innovation Panel: Digitizing your client on-boarding and lifecycle management: How can you leverage AI, Machine learning and RPA to make your e client on boarding process much more seamless?


Louis Rosato, Director – Global Investment Operations – Industry Engagement & Strategy at BlackRock

Louis Rosato

Director – Global Investment Operations – Industry Engagement & Strategy
BlackRock

Gabino Roche, CEO and Founder at Saphyre

Gabino Roche

CEO and Founder
Saphyre

Charles Dwyer, Former Director, Global Technology and Operations at Deutsche Bank

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

12:30 pm - 1:10 pm 360 Perspective Panel: How can you best harness cloud based solutions to improve transparency, reporting and service quality cross your investment division?


Shirley Eckes, Global Head of Operations at State of Wisconsin Investment Board

Shirley Eckes

Global Head of Operations
State of Wisconsin Investment Board

George Bloom, Eastern Region Sales Director at MarkLogic

George Bloom

Eastern Region Sales Director
MarkLogic

Matthew Caulfield

Executive Vice President
Archer

Charles Dwyer, Former Director, Global Technology and Operations at Deutsche Bank

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

End of Main Day 1