InvestOps USA 2020

November 16 - 18, 2020


Rick Barnett

Vice President of Investments

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

Download The Latest Agenda


Tuesday, January 1st, 2019

10:00 AM The future is now. Tackling tomorrow’s problems today: What steps can you take to prepare for the operational, accounting, data management, reporting and analytic needs of tomorrow?

  1.   What are some of the key things you are planning for, and how are you doing that? For example, expansion into additional or alternative asset types, entry into new markets or product offerings, etc.?
  2.   As part of your planning and preparation, what do you see as some of the biggest current obstacles or barriers to entry, and how are you looking to address those? For example, changing accounting regulations, consolidated reporting requirements, lack of certain domain expertise, or current operating model, data or technology limitations?
  3.   How are you thinking about and preparing for risk and performance management across the entire portfolio of investments, regions, and products as they grow more complex and diversified?
  4. What does your future operating model look like? Does it involve public or private cloud-based solutions? Full or partial/selective business process outsourcing, or some hybrid “co-sourcing” model which may require more innovative collaboration between in-house staff and external technology and service vendors?