- May 16th & 17th, 2012 | The Crowne Plaza, Manhattan, NY Add to my calendar
Conference: Day 1, May 16th
Agenda PDF Download – Client Reporting & Communications North America 2012
8.00 a.m. Registration and coffee
8.50 a.m. Chair’s welcome address and table introductions
Jennifer Hunnewell, Director – Client and Prospect Communications, Wellington Management Company, LLP
9.00 a.m. Case study: Selecting and implementing a new reporting application
- Why now? The need for a more flexible system to handle increased volume of customized reporting at a time when staff levels were reducing and client base increasing
- Primary objectives in the selection process – finding something most friendly to the business user rather than IT
- Challenges in implementation – staffing resources, managing the division of labor between IT and reporting, deciding which areas of reporting to tackle first
- The end result – major progress toward finding efficiencies and reducing the crushing load of customized reporting
Brenda Borowksi, Manager, Client Reporting, PanAgora Asset Management
9.30 a.m. Panel discussion: Report delivery – Is PDF dead?
- How is report distribution changing? And how quickly?
- To what extent are clients requesting investment managers to communicate via new media?
- How important are mobile devices in report dissemination?
- Do clients now require a more active/flexible style of the reporting?
- What is right balance between fixed format and interactive reporting?
- Should there be more focus on content rather than delivery?
Grace Paulus, Director of Client Reporting, BlackRock
Regina Trach, Executive Director, Head of IMA Marketing Services, JP Morgan Asset Management
Padmini Chittipeddi, Executive Director, Platform Services, UBS Wealth Management
Tom Secaur, Chief Operating Officer, Citisoft
10.00 a.m. Gaining clients, keeping clients and saving money
The challenge facing buy side investment firms to acquire and keep clients in a fiercely competitive market has not abated. How can client services improve client satisfaction and meet ever-increasing regulatory requirements in a cost-effective and operationally efficient way?
Alan Hamilton, CEO, Equipos
10.30 a.m. Morning coffee
11.00 a.m. Best practices in managing the client relationship
Pete McChrystal, President & CEO, Accent Technologies
11.30 a.m. 2011 follow up session: Best practices in managing the client relationship
- Getting the most out of client events, face-to-face meetings and conference calls
- As we the client pulls more and more information, is personal interaction even more important?
- Meeting the client demand for interaction
- Understanding the needs of different clients
- Getting the most from client satisfaction surveys
Kenneth J. Ryan, Assistant Vice President, Director of Client Services, Fort Washington Investment Advisors
12.00 p.m. Client on-boarding
- Taking a tried and true human system and marrying it with technology
- Expertise contributed by stakeholders across all functional areas
- Frees sales/relationship management to focus on their value add
- Build collegiality within the organization
- Track the process for audit purposes
Diana Merenda, Independent Consultant
12.30 p.m. Panel discussion: Best practices within business process improvements – leveraging the voice of the client to improve your production process, staff morale and the client experience
- The many benefits of documenting the current and to be workflows: identification of root causes; removal/reduction of non-value added steps; communication, communication, communication!; understanding the “why?”
- Risk mitigation opportunities: data sourcing; know your client; robust standards
- QC – a necessary evil?
Moderator: Andrew Dougherty, Managing Director, BNP Paribas
Christopher Parmigiani, Program Manager, Global Business Solutions – Investments, T. Rowe Price
Ronan Brennan, CTO, MoneyMate
Julie Saft, Vice President, Dimensional Fund Advisors
Darryl Avery, Vice President, Dimensional Fund Advisors
1.00 p.m. Networking lunch
2.00 p.m. The unique challenges in reporting for hedge funds
- Challenges in data quality
- Distribution channels and technology
Rhowena Blank, Mesirow Financial – Advanced Strategies
2.30 p.m. Assessing Investor Expectations in a post CPO-PQR/PF World
- Investor Transparency Reporting post PF
- Government Systematic Risk Requirements vs. Individual Investor Demands
- FoHF’s dodge the bullet
- Information overload – Regulatory filings PF/CPO-PQR
Matt Roeger, Head of Product Management for Alternative Solutions, BNP Paribas
3.00 p.m. Roundtable discussions
Discussion topic 1: New media and client reporting – challenges with the iPad generation
- What are the increased data demands and the costs involved with distributing external intellectual property?
- Security with online reporting – where do the challenges lie?
- What information should client be able to access online?
- Do new channels of communication relieve the work of the Client Communications team, or give them more to do?
- What is the next generation of report delivery?
Discussion topic 2: The client reporting and servicing team
- What skill sets do your team need? Is this changing as technology does?
- Where does your team fit in the organization?
3.30 p.m. Afternoon refreshments
4.00 p.m. Deep dive panel discussion: Do we know what the client wants from reports?
- Does the client know what they want?
- Does the client know everything you could provide them with?
- What measures are being taken to find out what the client wants?
- Can reports be misleading? And is that a Performance Measurement issue or Client Relationship Management issue?
- What is excellence in client reporting and servicing?
Moderator: Jane Marie Petty, Senior Director, Marketing, Galliard Capital Management
Gary Buchalter, AVP, Client Reporting and Proxy, Jennison Associates LLC
Sherry O’Connor, Manager, Marketing & Communications, Artisan Partners Limited Partnership
Luis Tello Jr, Senior Vice President, Head of Performance Americas, Citi Private Bank
Rohit Sood, Director, Cutwater Asset Management
Tricia Karr, Managing Director, Black Capital LLC
Peter Gebre, Client Reporting Specialist
5.00 p.m. Roundtable discussions: Pick of the day
Discussions will cover the top 3 issues raised by delegates on the day.
5.30 p.m. Closing remarks and key takeaways from the chair
Jennifer Hunnewell, Director – Client & Prospect Communications, Wellington Management Company LLP
5.40 p.m. Drinks reception
There are still limited opportunities to join the speaker faculty. So if you are an industry practitioner and have an interesting story to share with your peers, we’d love to hear from you.
Contact Charlotte Wright on +1 877 661 1090 (North America only) or +44 (0)20 7336 4600 (out of North America) or email charlotte_wright@osneymedia.com if you would like to join the growing number of buy-side speakers delivering a case study, or if your company provides solutions to the buy-side.
