InvestOps USA 2019

March 05 - 07, 2019

Innisbrook Resort and Golf Club, Palm Harbor, FL

(+44) 207.368.9576

Vincent Pasqualicchio

COO - Investments
American Family Insurance

3:50 PM Boardroom: What makes a robust change management strategy that is agile enough to keep up with the pace of new innovations and on-going regulatory change?

What are the specific pain points for managing your middle and back office technology and how are these different depending on AUM?
Roundtable 1: $100 Bn+ AUM
Hosted by:
Roundtable 2: $50 – $100 Bn AUM
Hosted by:
Roundtable 3: Less than $50 Bn AUM
Hosted by:  Vincent Pasqualicchio, COO, Investment Operations, American Family Insurance
Roundtable 4: Pension Funds
Hosted by: Russell Snow, Head of Investment Operations, State of Wisconsin Investment Board
Client reporting communications and the future
-          Sits with performance teams as well as the investment operations teams.
-          Report launches on 21st Jan- client experience, efficiency.
-          Financial services will focus heavily on operational efficiency in 2019.
-          As things become more choppy and uncertain, firms will need to prove the ROI on their AI capabilities, and there will be a need for more automation.
-          Client experiences will be a big thing, cost, efficiencies and other stuff will be really interesting.
-          Attitudes- more than people- it is the hidden things you don’t realise- more people doesn’t nexessariilly mean you will solve the problem. How can you streamline this to reduce costs- do the heads of business line know the inefficiencies around this
-          Reducing silos to improve efficiencies and cutting costs.
Is everything correctly adhereing to regulatory policy, is everything compliant- how can you improve consistency and scalability

2:00 PM Case Study Revolution: Managing risky business- How can you get the best possible insights on drivers of risk to ensure you have the right systems in place to respond quickly?

Ø  How can you best devise a comprehensive view of your risk management strategy to secure operations
Ø  How can you ensure you are keeping up with the newest waves of technology to enhance operations without risking compliance?
Ø  What are the best ways in which to monitor risk across your business, allowing you to understand where the most vulnerable points are?
Ø  How can you gain the best possible understanding of the real drivers of risk to ensure you have the right systems in place to respond quickly?
Ø  What are the best ways to work with your enterprise risk office?

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

Download The Latest Agenda