InvestOps USA 2020

November 16 - 18, 2020


Thomas Shea, Global Head of Middle Office at Manulife Asset Management
Manulife Asset Management Logo

Thomas Shea

Global Head of Middle Office
Manulife Asset Management

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

Download The Latest Agenda

InvestOps DAY ONE

Wednesday, March 18th, 2020

9:30 AM All Star Panel: Integrating your people, processes and technology- How can you leverage front, middle and back office relationships, cross functional processes and new innovative technology to create value beyond cost savings?

  • Technology- What innovations are transforming investment operations and how can you integrate within your firm?
  • People- How is the new technology driven environment impacting the skillsets of your operational teams?
  • Process- How to build a strategy to successfully align these critical factors within your operations structure to deliver greater value and better client experience
  • Which way forward- What is your firm’s strategy on outsourcing?
  • How can you determine what a great operations structure looks like for your firm?
  • How to best track industry trends and innovations to create a winning next generation operations team consistently deliver business value and increases profit margins
  • How will the COO’s and Heads of Investment Operations role transform in the digital era to adapt to new business needs?

2:00 PM 360 Perspective: Digitizing your client on-boarding and lifecycle management- How to leverage AI, Machine learning and RPA to make the client on boarding process much more seamless?

  • How can you leverage the growing importance of creating service differentiation to gain a competitive advantage through processes and data?
  • How to maintain high customer experience whilst boosting profit margins
  • How can automation and digitalisation make the client on-boarding a smoother and faster process?
  • What are the best-practice rules, data and workflow components to follow when it comes to technology?
  • How can you integrate RPA processes seamlessly into your teams?