Speakers include
Colm Gaughran, CFA,
Client Reporting Director,
BlackRock
Walter Cauwenberghs,
Chief Back Office Operations,
KBC Asset Management NV
Olivier Debeugny,
Global Head of Corporate Projects and Operational Excellence,
AXA Investment Managers
Charles Spungin,
Managing Director, Global Head of Client Service,
PineBridge Investments
Related Workshop
March 8th: How to maximise efficiency in your Client Reporting production runs – The critical workflows
Build your own event programme and either mix-and-match from the 60 sessions on offer, or stick to a stream and fully immerse yourself in one strategic area.
Conference Agenda
7th March 2012, Lancaster London Hotel, London
08.00 Registration and coffee
08.45 OsneyMedia’s welcome address
08.50 Chair’s opening address and table introductions
Simon Harris, Partner, Investment Solutions Consultants LLP
09.00 The state and future of UK pensions
Con Keating, Head of Research, BrightonRock Group
09.30 Keynote presentation: Data visualisation : Improving client understanding through improved report design
- How design has been used to in various industries as a key differentiaton
- How data visualisation has been used successfully in various industries
- How to apply data visualisation to client reports, fact sheets, KIIDs
- How the principles of design visualisation apply in evolving interactive mediums
Geoff Balzano, Chief Executive Officer, Morningstar UK
10.00 Platform approach to client communications – Man Investments client reporting case study
- Understanding internal and external data management requirements
- Addressing web and print delivery
- Considering time-to-market while satisfying the needs of all stakeholders
- “Changing the Game” – Innovation to drive new business
- Lessons learned
Graham Kellen, Managed Account Solutions and Projects, Man Investments
10.30 Morning coffee
11.00 Panel discussion: Follow up from TSAM 2011
- The future delivery of reports and web versus paper, where do we stand now?
- Keeping up with technology – what’s changed since March 2011?
- Is the demand for screen-friendly reports still increasing? If so, from who?
- The effects of new channels of communication – relieving the work of the Client Communications team, or giving them more to do?
Colm Gaughran, CFA, Client Reporting Director, BlackRock (Moderator)
Walter Cauwenberghs, Chief Back Office Operations, KBC Asset Management NV
Jetinder Landa, Head of Governance and Client Reporting - Institutional Business, Legal & General Investment Management
Paul Lumsden, Product Manager – Reporting Services, Netik LLC
11.45 Roundtable discussions: Keeping up with technology – moving from paper, to pdf, to portals and producing reports for the web, tablets, and phones – what’s happening at your organisation?
12.30 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
13.00 Networking lunch
14.00 Chair’s welcome address
14.05 Best practices for investment reporting
- Cause for action
- Status of a new reporting initiative
- Outline of the best practices for investment reporting
Dr. Stefan J. Illmer, Managing Director, Illmer Investment Performance Consulting AG
14.40 Exceed client expectations, stay competitive and ensure regulatory compliance
- Deliver new standards of service excellence to customers whose expectations, needs and wants are continuously growing
- Meet the needs of the ‘tech-savvy’ account holder without alienating your more traditional customer base
- Balance the needs and expectations of regulators, customers and shareholders
- Keep pace with increasing data volumes and complexity whilst meeting time-driven deadlines
Chris Dixon, Account Director, Actuate
Tom Carroll, Technical Engineer, Actuate
15.15 Afternoon refreshments
15.45 Team management, training and development in client reporting & servicing
- Current trends in recruitment – how do you recruit the right people and develop talent?
- Providing a career progression path – the number one priority?
- Does the middle office have to become more interesting and credible for people to aspire to work, and then stay in client reporting & servicing?
Olivier Debeugny, Global Head of Corporate Projects and Operational Excellence, AXA Investment Managers
16.15 There’s more to client servicing than reporting
- Building the appropriate service model for institutional and intermediary clients
- The differentiation of a good service model versus the standard that you just need to get right
- How to use servicing and communications towards retention and growth of your business
Charles Spungin, Managing Director, Global Head of Client Service, PineBridge Investments
16.45 Roundtable discussions
Discussions will cover the top issues nominated by attendees on the day
17.15 Closing remarks and key takeaways from the chair
Simon Harris, Partner, Investment Solutions Consultants LLP
17.25 Drinks reception
Who attends?
Directors, VPs, Heads and Managers of Client Reporting; Client Services; Client Relationship Management; Marketing; Governance; Performance and Reporting.
Look interesting? Book online
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