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

Ø 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 prioritise?
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 - CIO, 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

12:20 pm - 1:20 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