InvestOps USA 2019

March 05 - 07, 2019

Innisbrook Resort and Golf Club, Palm Harbor, FL

(+44) 207.368.9576

Buy Side Only- New Data and Analytics Initiatives- Evaluation day- 03/05/19

10:00 am - 10:50 am Registration and Bunch

10:50 am - 10:55 am Welcome Address: Emma Taylor, Editorial Director, InvestOps

10:55 am - 11:00 am Chairperson’s Opening Remarks: Michael Atkin, Strategic Advisor, EDM Council

11:00 am - 11:20 am CTO Keynote: Spending smart instead of spending big- How to maximize the value from your technological investments without compromising on quality

Ø  What are the biggest technological changes that are set to radically change the investment operations landscape in the next 5 years?
Ø  With ongoing technological innovation how can you keep track of new trends and make continuous investments in IT to gain operational efficiencies?
Ø  How to practically identify which legacy systems you should rip out and how to do this with as little disruption as possible to day to day workflow 
Ø  How can you best establish the middle ground between outsourcing and keeping technology in-house?
Ø  Gaining the competitive edge - How seamless operations across the business can  lead to better return on investments

11:20 am - 11:40 am Inspirational Keynote Presentation: Gaining an enterprise-wide view of your data – How can you create a central source of data to increase transparency across the business to aid accurate decision making process

Which are the newest developments providers are pioneering to allow for increased value from your data?
Ø How are the buy side adopting new analytics technologies to measure and meet their business objectives on a regular basis?
Ø How are vendors ensuring that the buy side can gain greater transparency of real-time data from across the business to improve their ability to prioritize?
Ø How is data analytics technology encouraging operations to move to a fact-based prediction model?

11:40 am - 12:20 pm All Star Panel: Adopting an enterprise data management model in order to better support the business in making more informed decisions?

Michael Atkin - Strategic Advisor EDM Council Evan Fire - CIOO & CISO, Pzena Investment Management Ed Selker - Director - Data Management Operations, Federated Investors
Ø How can you best collect data from multiple sources, validate the data, and distribute the information to key stakeholders in a timely manner?
Ø Which ways can you improve workflows to ensure they support your EDM solution?
Ø How to leverage your data to find key investment opportunities
Ø How does an effective EDM strategy bring together IT and business functions in order to align goals

Evan Fire

Pzena Investment Management


Ed Selker

Director - Data Management Operations
Federated Investors


Michael Atkin

Strategic Advisor
EDM Council

12:30 pm - 1:30 pm Networking Lunch

1:30 pm - 1:40 pm Speed Networking Roundtables: Establishing the buy side wish-list- a chance to discuss what your data management strategy needs whilst initiating business contacts

Meet your roundtable- In your groups of 8-10 buy side, take the chance to introduce yourselves to each other, and collaborate to establish what the key criteria is you will all look out for adopting new data technology

1:40 pm - 2:20 pm Interactive Interview: Capitalizing on new data and analytics capabilities- How can you embrace new initiatives that allow you to extract actionable insights from your data to enhance business performance?

Ø What are the biggest pain points when it comes to your data and analytics technology and how can these be addressed?
Ø How can you embrace new innovation to easily record, store and access your data on a regular basis?
Ø What steps can you take to ensure that your data is validated from the start so any insights extracted are based on accurate information?
Ø  How can you make sure that new analytics technology is flexible and can react to changes in the regulatory environment whilst ensuring you remain compliant?
Ø What level of customization do you require from a data and analytics platform in order to extract the specific information to suit your business needs?

2:20 pm - 3:20 pm Providers In The Spotlight: What new technology, data and/or analytics innovation is each provider promoting to help you gain an information edge?

Listen to a 10 minute innovation pitch from each provider to fully understand:
Innovation promoted:
Ø  Unique selling point
Ø  Buy side adoption rates
What are they doing to keep themselves ‘current’?

3:20 pm - 3:50 pm Refreshment Break

3:50 pm - 5:50 pm Drill Down Buy Side Evaluation Roundtables: Evaluating the latest and greatest initiatives with your buy side peers to understand who is best placed to meet your data and analytics needs

Break into groups of 6-8 buy side and sit with each platform on roundtables to engage in an open Q&A discussion with your peers Each roundtable lasts 20  minutes
Roundtable 1: Calypso
Roundtable 2: Clearwater Analytics
Roundtable 3: Neoxam
Roundtable 4: Simcorp

5:50 am - 6:50 am InvestOps Welcome Drinks Reception