InvestOps USA 2020

November 16 - 18, 2020

Online

Main Day 2 - 17 November 2020

Time (ET)

Time (ET)

EMBRACING NEW OPERATING MODELS

  • What steps is your firm taking to simplify operations, achieve scalability, reduce risk and cost, and increase productivity?
  • Are you outsourcing all or part of your firm’s reconciliation process?
  • How much time does your firm spend on investigating trade breaks and exceptions, collecting crucial data, managing feeds/provider relationships, or obtaining accurate cash and position balances?
  • Join this session to share your operational challenges, experiences and viewpoints
Louis Rosato, Director – Global Investment Operations – Industry Engagement & Strategy at BlackRock

Louis Rosato

Director – Global Investment Operations – Industry Engagement & Strategy
BlackRock

Ben Pumfrett

Head of Product and Profitability, Middle Office
RBC Investor & Treasury Services

Martin Kwiatkowski

Head of Global Investment Operations
Aberdeen Standard Investments

Harry Chopra, Chief Client Officer at AxiomSL

Harry Chopra

Chief Client Officer
AxiomSL

8:40 am - 9:20 am Innovation Panel: How technology impacts firm-wide operations in an effort to achieve higher profits with lower operational costs?


Vincent Pasqualicchio, COO - Investments at American Family Insurance

Vincent Pasqualicchio

COO - Investments
American Family Insurance

Marc Buonomo, Investment Operations Director at DWS Investment Management Americas

Marc Buonomo

Investment Operations Director
DWS Investment Management Americas

Russell Feldman

Chief Operating Officer
IMTC

Philitsa Hanson

Head of Transformation
Linedata

9:20 am - 10:00 am Keynote Panel Discussion: How can you best assess the technological and operational implications of expanding into private markets to gain a competitive edge for your firm?


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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

Tony Warren, SVP, Strategic Innovation Executive at FIS

Tony Warren

SVP, Strategic Innovation Executive
FIS

Jim Kearney, Head of Global Investment Operations at Vanguard

Jim Kearney

Head of Global Investment Operations
Vanguard

Jonathan McGee, Head of Investment Analytics & Delivery at Manulife Asset Management

Jonathan McGee

Head of Investment Analytics & Delivery
Manulife Asset Management

Andrew Barnett

Global Head of Product Strategy
RIMES Technologies

Vincent Pasqualicchio, COO - Investments at American Family Insurance

Vincent Pasqualicchio

COO - Investments
American Family Insurance

Neal Chansky, Managing Director, Operational Agility at Olmstead Associates

Neal Chansky

Managing Director, Operational Agility
Olmstead Associates

Martin Sullivan

SVP, Asset Manager Sector Sales
State Street Corporation

Peter M. Keaveney

Head of Investment Operations
BNY Mellon

11:10 am - 11:25 am Refreshment and Networking Break


PREPARING FOR NEW REGS AND DERIVATIVES REFORMS

11:25 am - 11:55 am CHATHAM HOUSE RULE - Regulatory Panel: Transitioning to a world without LIBOR: How can you best navigate the latest information and benchmark against your competitors to reduce the impact of these updates on your front-to-back operations?


Krzysztof Wierzchowski, Global Trade Services Director- Derivatives at Franklin Templeton Investments

Krzysztof Wierzchowski

Global Trade Services Director- Derivatives
Franklin Templeton Investments

Vikash Rughani, Business Manager at triReduce, TriOptima

Vikash Rughani

Business Manager
triReduce, TriOptima

Audrey Blater, Senior Analyst at Aite Group

Audrey Blater

Senior Analyst
Aite Group

11:55 am - 12:25 pm Keynote: Defining the Next Generation Operating Model – How to Strategically Leverage the New Frontier in Software and Services


David  Bates, Managing Partner at Citisoft

David Bates

Managing Partner
Citisoft

Paul Migliore, CEO at Citisoft

Paul Migliore

CEO
Citisoft

12:25 pm - 12:55 pm Keynote Panel: How can you build a data foundation that supports flexibility and agility?


Mike Tumilty, Global COO at Standard Life Aberdeen

Mike Tumilty

Global COO
Standard Life Aberdeen

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

Mal Cullen

Head of BNY Mellon OMNI Digital Services
BNY Mellon

End of Main Day 2