Agenda - Foxon Media · 2020. 12. 10. · SimCorp Coric Demo. Andrew Lee, Senior Presales...

Agenda

Tech Show8 - 10 December 2020

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Agenda Investment Operations: 8th December 9th December 10th December

Tech Show


14:00 GMT

09:00 EST

The gives and takes of technological transformation and integration – Cutting costs, increasing profitability and enhancing transparencySpeaker: Danny Donado, CEO & Founder, Bipsync

14:45 GMT

09:45 EST

Panel Discussion: Moving into the era of digital necessity - What does it mean for investment managers?Speakers: Ed Lecky-Thompson, CTO, International, VanguardToby Dixon, Head of Delivery, Capital markets, EndavaMatt Cloke, Architecture, EndavaMatt Donabie, Head of Sales, Capital Markets, Endava

15:20 GMT

10:20 EST

Presentation:

Lessons from the field - Simplifying Alternative Investment OperationsSpeaker: René Villiger, Executive Director, Infonic AG

15:40 GMT

10:40 EST

Post-Presentation Discussion Group:

Lessons from the field - Simplifying Alternative Investment Operations

20 min deep dive discussion following presentation

16:05 GMT

11:05 EST

Presentation:

Transform your operating modelSpeakesr: John Wallis, Global Head of Relationship Management & Business Development, BBH Investment OperationsKeeva Doran, European Relationship Management, BBH Investment OperationsClare Donnellan, European Business Development, BBH Investment OperationsVanessa Cuozzo, Americas Business Development, BBH Investment OperationsCameron Jack, Product Executive, BBH Investment Operations

16:25 GMT

11:25 EST


Transform your operating model


14:00 GMT

09:00 EST

Panel discussion:

Outsourcing and off-shoring processes not responsibility – How do you monitor, manage and conduct due-diligence of operations and peopleSpeakers: Rochelle Levy, Chief Compliance Officer, BNY MellonCharles Dwyer, Global Financial Services Operations & Technology ExecutiveAntonella Puca, Senior Director, Alvarez & MarsalRajiv Ohri, Director, Product Management and Client Solutions, Investment Operations Outsourcing, BNY Mellon

14:40 GMT

09:40 EST

Presentation:

Traiana Equity Trade Swaps Lifecycle ManagementSpeaker: Ryan Spencer, Senior Director, Head of Securities Business Development, CME Traiana

15:00 GMT

10:00 EST


Traiana Equity Trade Swaps Lifecycle Management


15:25 GMT

10:25 EST

Panel Discussion:

Next Gen Technology Supports Growth and InnovationSpeakers: Gerald Lilly, VP of Engineering, Charles River Dmitriy Ilyin, MD, SaaS Operations and Support, Charles River Jeff Shortis, Senior Director Data Product Owner, Charles River

15:45 GMT – 10:45 EST


Next Gen Technology Supports Growth and Innovation


16:10 GMT – 11:10 EST

Panel Discussion:

Building operational resilience – How adaptable and shock-resistant are we?Moderator: Ben Mason, Director, BCS ConsultingSpeakers: Marco Di Palma, JP Morgan Asset ManagementMary-Patricia Hall, Head of the Data Management Office, Insight InvestmentDuncan Cleat, Enterprise Sales, Clearwater Analytics

14:00 GMT

09:00 EST

Panel Discussion:

Place your operating model bets; front-to-back vs. point solutions or is there a happy medium?Speakers: Chris Sagovac, Managing Director, Benefit Trust Company Tom Phipps, Operational Strategy Practice Lead, Cutter Associates Jason Baldesare, Business and Solutions Strategy, Capital Markets, FIS GlobalModerator: Lou Quattrucci, Business Development, FIS

14:20 GMT

09:20 EST


Place your operating model bets; front-to-back vs. point solutions or is there a happy medium?


14:45 GMT

09:45 EST

Presentation:

Reimagining Cash Operations for the Asset & Wealth Industry - Solving the Client Money ConundrumSpeaker: James McGivern, Head of Non-Bank Financial Institutions, Cashfac

15:05 GMT

10:05 EST


Reimagining Cash Operations for Transfer Agents - Solving the Client Money Conundrum


15:30 GMT

10:30 EST

Presentation:

Empathy machines to predict markets – What are empathy machines and how to improve investment analysis and predict hidden human trends with them? Speaker: Al Naqvi, Professor & President, American Institute of Artificial Intelligence, Inc.


Agenda Performance and Risk: 8th December 9th December

Tech Show


14:00 GMT

09:00 EST

Presentation:

Portfolio Analytics: Addressing the Governance & Empowerment BalanceSpeaker: Sean Carr, Senior Vice President, Senior Sales Director, Analytics, Factset

14:20 GMT

09:20 EST


Portfolio Analytics: Addressing the Governance & Empowerment Balance


14:45 GMT

09:45 EST

Discussion:

SS&C Sylvan: State of the Art Performance Measurement and AttributionSpeakers: Mark Elliott, Director & Head of Performance and Attribution Solutions, SS&C Institutional & Investment ManagementRoman Darewych, Senior Manager, Performance and Attribution Solutions, SS&C Institutional & Investment Management

15:05 GMT

10:05 EST


SS&C Sylvan: State of the Art Performance Measurement and Attribution


15:30 GMT

10:30 EST

Presentation:

The Digital Transformation of Performance Analytics, Workflow and Data Distribution

Speaker: Chris Smith-Hill, CIPM, Product Manager - Product Design and Reporting, Confluence

15:50 GMT

10:50 EST


The Digital Transformation of Performance Analytics, Workflow and Data Distribution


14:00 GMT

09:00 EST

Discussion:

Providing insights into complex investment decisionsSpeakers: Thari Diefenbach, Senior Consultant Investment Performance, Ortec FinanceMaurits van Joolingen, Business Development, Global Markets, Ortec Finance

14:20 GMT

09:20 EST


Providing insights into complex investment decisions


14:45 GMT

09:45 EST

Presentation:

GRC Software Built for How Businesses Operate TodaySpeaker: Sam Parker, CISA, CIPP/E, Third-Party Risk & InfoSec Consultant

15:05 GMT

10:05 EST


GRC Software Built for How Businesses Operate Today



Agenda Regulations and Compliance: 8th December

Tech Show


14:00 GMT

09:00 EST

Presentation:

The Evolution of Regulatory TechnologySpeaker: Marc Salter, Director, RegTech, ACA Compliance Group

14:20 GMT

09:20 EST


The Evolution of Regulatory Technology


14:45 GMT

09:45 EST

Presentation:

End to End Fund ReportingSpeakers: Ronan Brennan, Chief Product Officer, CSS Ashley Smith, SVP of Business Development, CSS

15:05 GMT

10:05 EST


End to End Fund Reporting


15:30 GMT

10:30 EST

Presentation:

Challenges of Regulatory ReportingSpeaker: Younus Khan, Presales Consultants, AutoRek

15:50 GMT

10:50 EST


Challenges of Regulatory Reporting


16:20 GMT

11:20 EST

Presentation:

Trade & Transaction Reporting – Firms Haven’t Failed, They’ve Just Found 10,000 Ways That Won’t WorkSpeaker: Matt Chapman, Director of Compliance and Co-Head of ACA’s Regulatory Reporting Monitoring & Assurance Support (ARRMA)

16:40 GMT

11:20 EST


Trade & Transaction Reporting – Firms Haven’t Failed, They’ve Just Found 10,000 Ways That Won’t Work



Tech Show


Agenda Data and Technology: 8th December 9th December 10th December

14:00 GMT

09:00 EST

Presentation:

ESG data analyticsSpeaker: Corinne Neale, Managing Director, BNY Mellon

14:20 GMT

09:20 EST


ESG data analytics


14:45 GMT

09:45 EST

Presentation:

Simplify Privacy Program Management With OneTrust Speaker: Ryan O’Connor, Solutions Engineer, CIPP/E CIPM, OneTrust

15:05 GMT

10:05 EST


Simplify Privacy Program Management With OneTrust


15:30 GMT

10:30 EST

Presentation:

10-Must-Have Reconciliation Capabilities for Buy-sideInvestment Management FirmsSpeakers: Paul Chung, Senior Vice President, Client Services, Electra Information SystemsTodd Sloan, SVP, Business Development and Product Management, Electra

15:50 GMT

10:50 EST


10-Must-Have Reconciliation Capabilities for Buy-sideInvestment Management Firms


14:00 GMT

09:00 EST

Presentation:

Investment Operations evolving into Data-Driven Analysts Speaker: Mike Small, Co-Founder and Operations Director, Investment Control Systems

14:20 GMT

09:20 EST


Investment Operations evolving into Data-Driven Analysts


14:45 GMT

09:45 EST

Panel Discussion:

Xenomorph – Data and Analytics ManagementSpeakers: Naj Alavi, President, Xenomorph Software Inc.Mark Woodgate, Founder, Xenomorph Software Inc.Gary Owen, Sales Director, Xenomorph Software LtdMatthew Skinner, Chief Product Officer, Xenomorph Software Ltd Ron Zeghibe, Chief Executive Officer, Xenomorph Software Ltd

15:05 GMT

10:05 EST


Xenomorph – All ways data


15:30 GMT

10:30 EST

Discussion:

Improve your Business Operations, Risk Posture and User Experience through Cloud, Security and Digital TransformationSpeakers: Jamie Smith, Director of International Technology, Eze Castle IntegrationNathan Dionne, Vice President of Digital Transformation, Eze Castle Integration

15:50 GMT

10:50 EST


Improve your Business Operations, Risk Posture and User Experience through Cloud, Security and Digital Transformation


14:00 GMT

09:00 EST

Presentation:

The modernization of research and data management technology and processes - Research Management in Action at Asset Managers.Speaker: Jennifer Gambarini, VP of Marketing, Bipsync

14:20 GMT

09:20 EST


The modernization of research and data management technology and processes - Research Management in Action at Asset Managers.


14:45 GMT

09:45 EST

Presentation:

Data-driven personalisation: How to engage your customers and promote actionSpeaker: Brendan Jenkins, Senior Director, Partnership and Sales, BlueRush

15:05 GMT

10:05 EST


Data-driven personalisation: How to engage your customers and promote action


15:30 GMT

10:30 EST

Presentation:

Fundamental Equity Research is Getting Harder: 5 Ways To Get Back To AlphaSpeaker: Paul Ross, Senior Vice President, Sentieo

15:50 GMT

10:50 EST


Fundamental Equity Research is Getting Harder: 5 Ways To Get Back To Alpha



Tech Show


Agenda Client Reporting: 9th December 10th December

14:00 GMT

09:00 EST

Discussion:

SS&C Vision FI: Collaboration in a Virtual WorkplaceSpeakers: Michael Kendall, Director & Head of Client Communications, SS&C Institutional & Investment ManagementRick Sands, Director & Head of Sales Engineering, SS&C I&IM Client Communications

14:20 GMT

09:20 EST


SS&C Vision FI: Collaboration in a Virtual Workplace


14:45 GMT

09:45 EST

Presentation:

SimCorp Coric Demo

Andrew Lee, Senior Presales Consultant, SimCorp

15:05 GMT

10:05 EST


SimCorp Coric Demo


14:00 GMT

09:00 EST

Presentation: Client Reporting: Prepare to succeed

Speaker: Abbey Shasore, CEO, Factbook

14:20 GMT

09:20 EST


Client Reporting: Prepare to succeed


14:45 GMT

09:45 EST

Presentation:

Client reporting and the data management that supports itSpeakers: Mick Cartwright, CIPM, Managing Director, MeradiaThomas E. Alex, PMP, Principal, Meradia

15:05 GMT

10:05 EST


Client reporting and the data management that supports it



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Agenda - Foxon Media · 2020. 12. 10. · SimCorp Coric Demo. Andrew Lee, Senior Presales...

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Transcript of Agenda - Foxon Media · 2020. 12. 10. · SimCorp Coric Demo. Andrew Lee, Senior Presales...