InvestOps USA 2025
March 10 - 12, 2025
JW Marriot Grand Lakes, Orlando
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
Don Maciag -
Managing Director – Middle/Back Office Technology and Data Management,
Charles Schwab
Gordon Scarlett -
Managing Director- Business Intelligence and Analytics Technology,
Charles Schwab
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 ManagementCharles Schwab
Gordon Scarlett
Managing Director- Business Intelligence and Analytics TechnologyCharles 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
Matt Severs -
CFA, Senior Operations Consultant,
SimCorp
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?
Sponsored by: SimCorp
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?
Michael Atkin -
Strategic Advisor,
EDM Council
Evan Fire -
CIO, CIOO & CISO,
Pzena Investment Management
Ed Selker -
Director - Data Management Operations,
Federated Investors
Douglas Faraone -
Director - Investment Operations,
Franklin Templeton Investments
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
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?
Michael Atkin -
Strategic Advisor,
EDM Council
Marc Wright -
Head of Data Strategy & Operations,
Russell Investments
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?
Marc Wright
Head of Data Strategy & OperationsRussell 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
Sponsored by: Calypso
Sponsored by: Clearwater
Sponsored by: NeoXam
Sponsored by: SimCorp