| 8:30 |
Continental Breakfast And Opportunity To View The Solutions Zone |
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| 9:15 |
Chairperson's Opening Remarks
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| 9:15 |
Chairperson's Opening Address |
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| 9:30 |
Understanding The Role Of Application Architecture In
Making The Most Of A Limited Budget |
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Richard Ronan
Director, Investment Technology
Blackrock |
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- Business model and drivers: The basis for your architectural decisions
- What really matters? Simplifying the architectural discussion to facilitate ‘eyes
wide open’ decision making
- The key underpinnings of an application architecture that enable agility and
provide leverage
- Best practices in determining whether to buy versus build and evaluating
alternative vendor/product solutions
- Making the most of a limited budget: Guiding principles that differentiate those
firms that succeed from those that struggle
- Framing the solution: How to get senior management buy-in and commitment
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| 10:05 |
Effectively Integrating Back End Systems To Achieve Full Front End Technology Integration
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George Vega
Managing Director, Capital Markets and
Investment Bank Technology
Wachovia |
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- Prioritizing business services for maximum value
- Drawing the line between front office, middle office, and back office capabilities
- Business case outline for back office convergence
- Common services
- Segregation of responsibilities
- Trade lifecycle events
- Finance and operation opportunities
- Picking your spots: Which asset classes do you start with?
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| 10:40 |
Morning Coffee, Refreshment Break, And Opportunity To View The Solutions Zone |
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| 11:15 |
Post Purchase: Optimizing And Managing Your New
Systems |
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Joseph Kerner
Senior IT Project Manager, Asset Management IT
TIAA-CREF |
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- Exploring the capabilities of your recently implemented system
- Finding the most effective ways to utilize these new systems: How can you truly
get the best bang for your buck?
- How do you prepare and overcome unforeseen implementation obstacles and
challenges?
- Setting benchmarks in place so you can accurately measure the success of this
system over a period of time
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| 12:05 |
Determining Best Practices For Integrating Various Vendor Solutions Into Your Existing And Future Systems |
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Trent Gavazzi
Managing Director, Head of Business Solutions and Trading Services
BMO Capital Markets |
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- Examining your current systems: Finding any obvious red flags for multi-vendor
integration
- Ensuring your in-house systems are flexible and adaptable to incorporate new
vendor solutions
- How do you work around an inflexible system?
- Reviewing what is available in the marketplace with an eye for compatibility
- Keeping your existing and legacy systems front of mind before purchasing next generation technology
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| 12:55 |
Lunch For All Attendees |
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| 2:10 |
Integrating Your Various Data Sources Into A Centralized Data Warehouse With Minimal Redundancy
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Peter Serenita
Chief Data Officer
JPMorgan |
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- Determining how to correctly identify redundancy amongst different data
sources
- How do you integrate data that is essentially the same but comes from
different sources?
- A work in progress: Creating an accepted best practice for defining
universal security IDs
- Establishing standard practices for identifying future securities
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| 2:45 |
Panel: Ensuring Optimal Connectivity Between Your Systems And Your Vendors/Partners
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Greg Wood
Vice President, Client Trading Technology
Credit Suisse |
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Scott Atwell
Manager, FIX Trading and Connectivity
American Century Investments |
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Ryan Eavy
Associate Director, Enterprise Architecture
Chicago Mercantile Exchange |
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- Evaluating your current systems: Have you achieved optimal connectivity?
- Uncovering the benefits of FIX: Utilizing this protocol to gain the
connectivity needed to achieve best execution
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| 3:20 |
Conclusion Of Financial Technology Congress 2008 |
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