InvestOps USA 2020

March 17 - 19, 2020

Tampa Marriott Water Street

Don Maciag, Managing Director at Charles Schwab Investment Management
Charles Schwab Investment Management Logo

Don Maciag


Managing Director
Charles Schwab Investment Management

Check out the incredible speaker line-up to see who will be joining Don.

Download The Latest Agenda

DATA EVOLUTION - 17 MARCH 2020

Tuesday, March 17th, 2020


1:40 PM Presentation: Spending smart- How to build a technology driven data centre to facilitate superior investment decisions, deliver timely and accurate reports to clients and improve operational efficiencies

  • How to address the need for a new approach to data management under new regulations, growing technology, big data and advanced analytics
  • Gaining an enterprise-wide view of your data- How can you implement a data management strategy that increases transparency across the business and aids accurate decision making?
  • How can you ensure your technology is flexible enough to adapt to the constantly evolving requirements of your data function?
  • Setting realistic objectives: how does your actual data management approach differ from text book approaches?
  • How to decide which specific technologies can help you streamline your global data processes

2:00 PM All Star Panel: Building a best-in-class data model: How can you combine data architecture, governance, analytics and warehousing to deliver a framework that enables quality, transparency and flexibility across your investment operations division?

  • Data sourcing- How to best source and store your data for future and current clients to enable quicker decision making processes for front office trades
  • Data driven investment operations: How are the buy side streamlining and growing their business thorough best practice data management?
  • Data management- How to measure, manage and monitor data quality to ensure it effectively supports your business day-to-day operational needs
  • Separating the good from the bad- How to ensure you have invested in the right data set enabling you to make better strategic decisions
  • Data analytics- How to leverage specialized analytical techniques and computing tools for large data sets to increase operational efficiency