16th November 2011

09:00 – 17.00 / Jumeirah Carlton Tower, London

Conference

09.00 OSNEY MEDIA’S WELCOMING ADDRESS
Uday Singh, CEO, OsneyMedia

09.05 CHAIR’S WELCOMING ADDRESS AND TABLE INTRODUCTIONS
Simon Harris, Partner, Investment Solutions Consultants LLP

09.15 STRIVING FOR PERFECTION OR SETTLING FOR MEDIOCRITY – THE PERCEPTION, THE PEOPLE, THE SYSTEMS, AND THE PROCESS OF CLIENT REPORTING

• Intimate knowledge of the client or just the end of a creaking production line?
• “The cat sat on the mat” or adding value?
• Back office plodder or space cadet?
• The cheapest and easiest solution for IT or satisfy the client requirement?
• Conflicting deliverables – who pays the mortgage?

Paul Byrne Head of Client Reporting, Hermes Fund Managers

09.45 DEEP DIVE PANEL DISCUSSION: THE CLIENT REPORTING & SERVICING TEAM

• What skill sets should they have?
• Where do they fit in the organisation?
• Team building and getting the most out of individuals
• The impact of empowering the business to build their own reports

Peter Bambrough, Consultant, Citisoft
Olivier Debeugny, Global Head of Corporate Projects and Operational Excellence, AXA Investment Managers
Mie Blem-Brynov, Global head of Client Reporting, Danske Capital

10.30 MORNING COFFEE

11.00 DEALING WITH THE UNIQUE CHALLENGES OF CLIENT REPORTING FOR HNW & UHNW CLIENTS

• Recipients & requirements for HNW client reporting
• Product management & linkage to advisory process
• Challenges in data quality
• Distribution channels & technology

Andrea Eisenburger, Head of Client Reporting & Output Management, Julius Bär

11.30 PROJECT LESSONS LEARNED – THE GOOD AND THE BAD  A review of the lessons learned during 25 years of Client Reporting projects in the UK, North America and Asia Pacific including:

• Project initiation and justification
• Client communication design issues
• Which clients should and shouldn’t go first

Peter Bambrough, Consultant, Citisoft

12.00 ROUNDTABLE DISCUSSIONS

• What are the manual processes in your current client reporting production?
• Are their opportunities to automate, reduce errors?
• And what are other delegates doing to address this in their organisations?

12.30 NETWORKING LUNCH

13.30 ENSURING TRANSPARECNY THROUGH REPORT DESIGN: A REAL ESTATE PERSPECTIVE

With the demand for greater transparency and better reporting increasing what considerations are to be taken into account when designing reports for:

• Different formats; paper, pdf, online interactive portal
• Different people; external clients, internal managers

Davide Manstretta, Associate Director, Head of Portfolio Analysis Service, IPD

14.00 FROM CLIENT REPORTING TO INTEGRATED CLIENT COMMUNICATIONS: IN PURSUIT OF THE SINGLE CLIENT VIEW

• How do the world’s leading wealth and investment management firms achieve reporting best practice today?
• How will their client services offerings evolve to ensure business growth and client retention into the future?

Alan Hamilton, CEO,  Equipos

14.30 ROUND TABLE DISCUSSIONS.  Discussions will cover the top 3 issues nominated by attendees on the day.

15.00 AFTERNOON REFRESHMENTS

15.30 DATA MANAGEMENT – AXA INVESTMENT MANAGERS CASE STUDY

• Who owns the data and where is it held?
• Why does it seem so many data management projects fail?
• Is 100% data accuracy an unrealistic aim?

Olivier Debeugny, Global Head of Corporate Projects and Operational Excellence,  AXA Investment Managers

16.00 6X5: WHAT’S HOT, WHAT’S NOT AND WHAT’S NEXT

Six speakers with five minutes each to expound their views on what’s hot, what’s not and what’s next in Client Communications. The audience votes for the best presentation, and the winner gets a bottle of champagne.
Jetinder Landa, Head of Governance & Client Reporting - Institutional Business, Legal & General Investment Management
Peter Ellis, Managing Director, Investit
Frédéric Lalande, Deputy Managing Director, BI-SAM
Steve Delo, CEO, PAN Governance LLP and Chairman, Moorlands HC 
Charles Spungin, Managing Director, Global Head of Client Service, PineBridge Investments
Moderator: Uday Singh, CEO, OsneyMedia

16.30 ROUNDTABLE DISCUSSIONS: WHAT’S HOT, WHAT’S NOT AND WHAT’S NEXT

16.50 KEY TAKEAWAYS AND CLOSING REMARKS FROM CHAIR
Simon Harris, Partner, Investment Solutions Consultants LLP

17.00 END OF DAY ONE

17.05 DRINKS RECEPTION HOSTED BY EQUIPOS