InvestOps USA 2021



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

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

10:50 am - 10:55 am Welcome Address: Liuba Pignataro, Editorial Director, InvestOps Europe and USA

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

Thriving In A Data Driven Landscape

11:00 am - 11:30 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
Don Maciag, Managing Director – Middle/Back Office Technology and Data Management at Charles Schwab

Don Maciag

Managing Director – Middle/Back Office Technology and Data Management
Charles Schwab

Gordon Scarlett, Managing Director- Business Intelligence and Analytics Technology at Charles Schwab

Gordon Scarlett

Managing Director- Business Intelligence and Analytics Technology
Charles Schwab

11:30 am - 11:50 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?

Matt Severs, CFA, Senior Operations Consultant at SimCorp

Matt Severs

CFA, Senior Operations Consultant

11:50 am - 12:30 pm All Star Panel: Adopting an enterprise data management model in order to better support the business in making more informed decisions?

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
Michael Atkin, Strategic Advisor at EDM Council

Michael Atkin

Strategic Advisor
EDM Council

Evan Fire, CIO, CIOO & CISO at Pzena Investment Management

Evan Fire

Pzena Investment Management

Ed  Selker, Director - Data Management Operations at Federated Investors

Ed Selker

Director - Data Management Operations
Federated Investors

Douglas Faraone, Director - Investment Operations at Franklin Templeton Investments

Douglas Faraone

Director - Investment Operations
Franklin Templeton Investments

12:30 pm - 1:30 pm Networking Lunch

1:40 pm - 2:00 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?
Michael Atkin, Strategic Advisor at EDM Council

Michael Atkin

Strategic Advisor
EDM Council

Marc Wright

Head of Data Strategy & Operations
Russell Investments

2:00 pm - 2:50 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’?

2:50 pm - 3:20 pm Refreshment Break

Buy Side Only Working Groups

3:20 pm - 5:30 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

Ø  Roundtable 1: Calypso
Ø  Roundtable 2: SimCorp
Ø  Roundtable 3: Clearwater Analytics
Ø  Roundtable 4: Neoxam
Ø  Roundtable 5: MarkLogic
ØRoundtable 6: TBC

5:30 pm - 6:00 pm InvestOps Welcome Drinks Reception