Where Investment Operations leaders benchmark their responses and solutions to the COVID-19 crisis
That’s why we’re bringing InvestOps Connect to you this August. Join this exclusive invite-only interactive virtual event to find out how your buy side investment operations peers are transforming their divisions to drive greater operational efficiencies and resilience in these unprecedented times.
Exclusive Content. Zero Cost. Zero Travel.
The InvestOps Connect virtual event is an online forum mirroring our in-person Connect events. We’re bringing you exclusive knowledge from top-notch industry leaders at the touch of a button.
Here's what you get when you attend:
Day One
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1:10 pm - 1:15 pm
1:10 pm - 1:15 pm
Chair’s Welcome And Opening Remarks
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1:15 pm - 1:35 pm
1:15 pm - 1:35 pm
Opening Fireside Chat: How to leverage front, middle and back office relationships, cross functional processes and new innovative technology to create value beyond cost savings
Lou Rosato, Director – Global Investment Operations – Industry Engagement & Strategy, BlackRock
Learn more- Technology- Which innovations are transforming investment operations and how can you integrate these 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 critical processes across your operations division to deliver greater value and client experience
- How will the role of the COO and Head of Investment Operations transform in the digital era in line with new business needs?
- How, when and where can you recruit best in class talent to give your operations division a competitive edge?
- How can you enhance your front to back cross-asset division to achieve operational excellence?
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1:35 pm - 2:05 pm
1:35 pm - 2:05 pm
Host: Lou Rosato, Director – Global Investment Operations – Industry Engagement & Strategy, BlackRock
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1:35 pm - 2:05 pm
1:35 pm - 2:05 pm
Host: Vincent Pasqualicchio, COO, Investment Operations, American Family Insurance
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2:05 pm - 2:10 pm
2:05 pm - 2:10 pm
5 Minute Transition to Boardrooms
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2:10 pm - 2:55 pm
2:10 pm - 2:55 pm
Virtual Boardroom: The Rise of ESG- How to incorporate Environmental, Social and Governance factors into your operating model to gain a competitive edge?
Susan Hudsan, Global Head of Regulatory Management, UBS Asset Management
Learn more- What is the importance of incorporating sustainability and ESG factors into your firm’s core values?
- How are asset managers incorporating ESG factors into their strategies to increase investor revenue and how does the operations team play a part?
- How can firms build a cultural amongst operational leaders to understand the fundamentals of ESG factors to drive real benefit for the front office?
- How to evaluate environmental, social and governance risks and opportunities using technology driven by data to make strategic investment decisions?
- How can you implement effective data collection and reporting systems into your operations to increase performance in a highly regulated environment
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2:10 pm - 2:55 pm
2:10 pm - 2:55 pm
Virtual Boardroom: How to implement the necessary policies, procedures and controls to effectively safeguard your firm against cyber-attacks during the global pandemic
Harold Bimpong, Head of Securities Finance Operations, Aviva Investors
Learn more- How to a build a coordinated response and recovery strategy to safeguard against a cyber-attack
- How to build cyber resilience and what are the mechanisms to reduce the likelihood of a large-scale cyber-attack.
- What is the increased complexity and diversity of cyber threats and how should your firm detect the problems and recover from them as efficiently as possible
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2:55 pm - 3:25 pm
2:55 pm - 3:25 pm
Coffee Break – free for all participants to enjoy
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3:25 pm - 4:10 pm
3:25 pm - 4:10 pm
Virtual Boardroom: How can you leverage technology to build a collaborative operations division that reduces silos, minimises costs and promotes portfolio growth?
Mike Tumilty, Global Chief Operating Officer, Standard Life Aberdeen
Learn more- How can you improve transparency across your division to increase operational efficiency, enable more informed business decisions and ultimately drive greater performance?
- Creating an ‘alpha mind-set’- What infrastructure is essential to allow your day-to-day functions to proceed on behalf of an investment strategy?
- How can you enable your middle-back office teams with new technologies to reach same day settlements and boost the bottom line to generate alpha?
- How to align your investment operations strategy with your wider business strategy to meet company goals and boost profit margins
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3:25 pm - 4:10 pm
3:25 pm - 4:10 pm
Virtual Boardroom: How can you streamline your data sourcing, governance and analytics to achieve greater operational excellence?
Andrew Bellhouse, Head of Change Management, Cardano
Learn more- How to secure backing for more robust data management processes to comply with new regulations and advances in technology?
- How to measure, manage and monitor data quality to ensure it effectivity supports operational needs
- How to best source and store data for current and future clients to aid front office traders and enhance customer experience
- How can you best evaluate the ROI of your data and technology investments and what benchmarking tools should you have in place?
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4:10 pm - 4:15 pm
4:10 pm - 4:15 pm
5 Minute Transition to Innovation Spotlight
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4:15 pm - 5:00 pm
4:15 pm - 5:00 pm
Virtual Boardroom: Digitizing Pre-Trade for the Benefit of Trading & Post-Trade
Lou Rosato, Director – Global Investment Operations – Industry Engagement & Strategy, BlackRock
Gabino Roche, CEO and Founder, SaphyreLearn more- Pre-Trade activities are cumbersome for the buy-side community sas it is a mixture of gathering asset owner data asset owner data, setting up accounts with custodians/prime brokers, and finally getting ready to trade with broker-dealers
- These activities actually entail a mixture of departments and all of it managed via email, faxes, and spreadsheets between legal teams negotiating/amending agreements, credit risk assessments, tax preparations, KYC due diligence, and operational configurations
- Data is viewed differently in the context of broker-dealers versus custodians/prime brokers. How do we bridge the divide to get the efficiencies we hope to gain?
- Digitizing and structuring pre-trade data allows for speed, provides transparency for trading while resolving trade break issues as well as eliminating unnecessary post-trade activities
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4:15 pm - 5:00 pm
4:15 pm - 5:00 pm
Pre-Arranged 1-2-1 Meetings
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5:00 pm - 5:05 pm
5:00 pm - 5:05 pm
5 Minute Transition to Boardrooms
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5:05 pm - 5:50 pm
5:05 pm - 5:50 pm
Virtual Boardroom: How can you best align global and regional operational needs to reap the benefits of standardisation?
Ray Cullivan, Head of Investment Operations and Fund Oversight, GAM Fund Management
Learn more- How can you best connect your teams with increased transparency and bridge communication barriers whilst remaining compliant?
- How can you ensure regulatory demands are met in all regions and if not, what are the expectations?
- How to optimise performance and client experience by this uniform structure
- What does this strategy and transformation look like?
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5:05 pm - 5:50 pm
5:05 pm - 5:50 pm
Virtual Boardroom: How to successfully leverage data insights within your business to drive more accurate decision-making and gain a competitive edge
Evan Fire, CIOO & CISO, Pzena Investment Management
Learn more- How can you access appropriate data sets across your asset classes and global offices and how can you break these down to identify investment trends?
- How are firms bridging the gap between strategic functions and IT departments to better leverage data in our technology driven era?
- How can you gather and analyse critical datasets from across the enterprise to enable you to make informed strategic decisions?
- How to establish the best team structure and better align talent across your business to drive smarter decision making with increased transparency between front and back office teams
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5:50 pm - 5:55 pm
5:50 pm - 5:55 pm
Closing Remarks: Lauran Allen, Conference Director, InvestOps Connect, WBR
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5:55 pm - 6:00 pm
5:55 pm - 6:00 pm
End of InvestOps Virtual Connect
Opening Webinars
Roundtables
Peer to Peer Roundtable 1
Peer to Peer Roundtable 2
Following the peer to peer roundtables, you will split into the pre-selected virtual roundtables to collaboratively brainstorm solutions to your most pressing challenges
TRACK A - Driving Digital Transformation Across Your Division
TRACK B - Scaling Data-Driven Operational Excellence
TRACK A - Driving Digital Transformation Across Your Division
TRACK B - Scaling Data-Driven Operational Excellence
Why You Should Listen In
No Cost if You Qualify
No OOO Necessary
Live Q&A with experts
In Partnership With:
Frequently Asked Questions
