InvestOps USA 2019

March 05 - 07, 2019

Innisbrook Resort and Golf Club, Palm Harbor, FL

(+44) 207.368.9576

Paul Chung

Vice President, Client Services

2:00 PM AUM Working Groups: Join roundtables with your buy side peers based on AUM to address common challenges and opportunities

Ø  What are the specific pain points for managing your middle and back office technology and how are these different depending on AUM?

Ø Roundtable 1: $100 Bn+ AUM
Ø  Hosted by:
Ø  Roundtable 2: $50 – $100 Bn AUM
Ø  Hosted by:
Ø  Roundtable 3: Less than $50 Bn AUM
Ø  Hosted by:  Vincent Pasqualicchio, COO, Investment Operations, American Family Insurance
Ø  Roundtable 4: Pension Funds
Ø  Hosted by: Russell Snow, Head of Investment Operations, State of Wisconsin Investment Board 
Roundtable 1: Overhauling your fixed income investment operations: Implementation best practices when deploying a front-to-back portfolio management system in order to streamline processesHosted by: Russell Feldman, Senior Manager, CBXmarket
Roundtable 2: Hosted by: Paul Chung, SVP, Client Services, Electra Systems

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

Download The Latest Agenda