InvestOps USA 2020

November 16 - 18, 2020

Online

Day 3 - 18 November 2020

Time (CET)

EMBRACING INNOVATION TO ACHIEVE SCALABILITY

2:50 pm - 2:55 pm Welcome Address: Lauran Allen, Conference Director, InvestOps


2:55 pm - 3:00 pm Chair Opening Remarks

3:00 pm - 3:30 pm Future Focus Panel Discussion: 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

Caroline Huynh

Global Head of Derivatives Operations & Investment Operations
Allianz Global Investors

Greg Turner, Head of US Operations at Legal & General Investment Management

Greg Turner

Head of US Operations
Legal & General Investment Management

3:30 pm - 4:00 pm Panel Discussion: A modern approach to reconciliation: How can you use automation/ML in your reconciliation strategy to be fully efficient and reduce overall costs?


Ky Dong, Global Trade Services at Franklin Templeton Investments

Ky Dong

Global Trade Services
Franklin Templeton Investments

Timothy Cottone, Transaction Management & Reconciliation Team Lead at Brown Advisory

Timothy Cottone

Transaction Management & Reconciliation Team Lead
Brown Advisory

Jeffrey Leschen, Director of Operations at Bramshill Investments

Jeffrey Leschen

Director of Operations
Bramshill Investments

4:00 pm - 4:20 pm Fireside Chat: Digitalising your on-boarding process: How to leverage data-driven capabilities to enhance your on-boarding process and overall client experience


Tisha Worden, Assistant Director of Investment Operations at Principal Global Investors

Tisha Worden

Assistant Director of Investment Operations
Principal Global Investors

WORKING GROUPS

4:20 pm - 5:20 pm TALENT - 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

Eric Bolisay, Vice President- Head of Derivatives Strategic Operations at T.Rowe Price

Eric Bolisay

Vice President- Head of Derivatives Strategic Operations
T.Rowe Price

4:20 pm - 5:20 pm DIVERSITY - How can the investment operations industry promote diversity and inclusion programs to better attract, develop and retain top talent?


Kamala Anantharam, Chief Risk Officer and Head of Investment Operations at PineBridge Investments

Kamala Anantharam

Chief Risk Officer and Head of Investment Operations
PineBridge Investments

Rene Madden, Executive Director- Global Client Services at J.P Morgan Asset Management

Rene Madden

Executive Director- Global Client Services
J.P Morgan Asset Management

4:20 pm - 5:20 pm TAX - 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

4:20 pm - 5:20 pm TECH - How to determine which new AL,RPA and Blockchain technologies are best suited to meet your investment operations needs


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

Steven Wisneski

SVP of Operations & Technology Strategies
Franklin Templeton Investments

4:20 pm - 5:20 pm STANDARDISATION - 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

4:20 pm - 5:20 pm OUTSOURCING - How to create the best outsourcing strategy for your firm size to get the most value from your budget


Russell Snow, Head of Middle Office at American Family Insurance

Russell Snow

Head of Middle Office
American Family Insurance

5:20 pm - 5:20 pm End of Day 3