InvestOps USA 2020

November 16 - 18, 2020

Online

Main Day 3 - 18 November 2020

Time (ET)

Time (ET)

EMBRACING INNOVATION TO ACHIEVE SCALABILITY

8:50 am - 8:55 am Welcome Address: Lauran Allen, Conference Director, InvestOps


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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

9:00 am - 9:30 am Interview: Creating a culture for innovation: How can you build a best-in-class operations division that eliminates silos and drives the required changes within your business?


Louis Rosato, Director – Global Investment Operations – Industry Engagement & Strategy at BlackRock

Louis Rosato

Director – Global Investment Operations – Industry Engagement & Strategy
BlackRock

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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

9:30 am - 10:00 am Interview: How to determine which new AL,RPA and Blockchain technologies are best suited to meet your investment operations needs


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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

Steven Wisneski, SVP of Operations & Technology Strategies at Franklin Templeton Investments

Steven Wisneski

SVP of Operations & Technology Strategies
Franklin Templeton Investments

10:00 am - 10:20 am Interview: How to best align global and regional operational needs to reap the benefits of standardization


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

Jonathan McGee

Head of Investment Analytics & Delivery
Manulife Asset Management

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

Charles Dwyer

Former Director, Global Technology and Operations
Deutsche Bank

WORKING GROUPS

10:20 am - 11:20 am Exploring the future of talent in operations-How to build a game-changing talent strategy that allows you to thrive in the digital era


Dave Winter, Head of Investment Operations, Americas at Aberdeen Standard Investments

Dave Winter

Head of Investment Operations, Americas
Aberdeen Standard Investments

10:20 am - 11:20 am How Pension Funds and Asset Managers can harness foreign tax reclamation to reduce performance drag


Sonia Maloney, Director, Public Markets Business Management at Canada Pension Plan Investment Board

Sonia Maloney

Director, Public Markets Business Management
Canada Pension Plan Investment Board

End of Main Day 3