Speakers include
Matthew Oakeley,
Head of Group IT,
Schroders
Gareth Exell,
Head of IT Strategy,
Insight Investment
Philip Keeler,
Head of IT Operations,
Hermes Fund Management
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 welcome address and table introductions
Paul Miller, Director, Knadel
09.00 Strategies for increasing operational efficiency and reducing costs
- Building your operational architecture
- The hidden cost of data – how can you reduce it?
- Outsourcing your business operations and IT – benefits of both
- Streamlining processes with new technology – new products and top vendors
John Misselbrook, Former COO, Baring Asset Management
09.30 Keeping your foot on the outsourcing control pedal
- Criticality of effective fund oversight in the success of outsourced relationships
- Parallels with other industries – a manufacturing example
- What are the keys to preserving original outsourcing business case financials?
- Ensuring efficient and independent oversight is a positive and mutually beneficial dynamic
Nathan Travell, European Product Manager, Milestone Group
10.00 Improving IT sourcing to maximise service delivery and minimise cost
- What are the industry trends in IT sourcing for infrastructure and applications?
- Are firms changing their sourcing strategy and to what extent?
- What vendor models are available?
- Are firms choosing smaller or larger providers for infrastructure outsourcing?
- To what extent are firms consolidating their applications?
- What are the behavioural traits of those that are succeeding to outsource IT infrastructure and applications?
Simon Stratford, Principal, Investit
10.30 Morning coffee
11.00 Panel discussion: Global vision – building an operating structure that can work world-wide
- Discussing the global market environment
- Economies of scale – global solutions vs. bespoke
- Tricky geographies – identifying core key processes and adapting them to different environments
- Working within different time zones – managing your workforce to work across borders
Sam Modi, Head of Change Management, UBS Global Asset Management
Chris Sims, Consultant Systems Analyst, Ignis Asset management
Cath Rawcliffe, VP Sales & Marketing, SimCorp Ltd.
Catherine Doherty, CEO, Investit
Philip Keeler, Head of Operations IT, Threadneedle
11.50 What are the key technology capabilities needed to enable operating model agility?
- Your value proposition – focussing on how you can truly differentiate
- Your customers – optimising communication with your clients to generate business
- Your costs & revenues – how can you use technology to drive results at the bottom line
- Your partners – which ‘commodities’ can be outsourced successfully?
Jose Carro, MD, Avaloq UK Ltd
12.25 Overlapping interactions of regulations and their impact on your operational structure
- Retail distribution requirements effect on how funds are taken to market
- Solvency II – preparing for increased demands, building transparency into your outsourcing contracts and trending towards less risky asset classes
- FATCA – the highs, the lows, the unknown
- Dodd-Frank – it’s direct and indirect impact on your operations
Matt Thomas, KPMG
13.00 Networking lunch
14.00 Chair’s welcome address
Paul Miller, Director, Knadel
14.05 Case study: Implementing desktop virtualisations in an asset management firm
- Benefits of VDI – cost effective scalability, increased access, and longer lifetimes
- Risks to keep in mind – technical support and security
- Problems encountered along the way and their solutions
Gareth Exell, Head of IT Strategy, Insight Investment
14.40 Roundtable discussion: The chair directs discussions form the top three issues at your request
15.15 Afternoon refreshments
15.45 Panel discussion: New technologies – what should be on your agenda in 2012?
- Rise of the device and the mobile web – enabling your business with ipads, blackberries, and interactive machines
- Cloud – over-hyped or under-valued?
- Growing role of social media – twitter based funds, client interaction and marketing
Matthew Oakeley, Head of Group IT, Schroders
Dennis Leeks, Head of IT, Royal London Asset Management
Mark Prior, Head of IT, Threadneedle
Julian Hingorani, CTO , UBS Global Asset Management
16.35 Supporting the needs of an increasingly complex & competitive business
- The increasingly bespoke needs of clients
- Supporting increasingly complex products
- Combining traditional and alternative approaches
- Operational due diligence as a hurdle to winning new clients
- Maintaining a responsible approach to investing
Philip Keeler, Head of Operations IT, Hermes Fund Management
17.15 Closing remarks and key takeaways from the chair
17.25 Drinks reception
Who attends?
Directors/ Vice Presidents / Heads of: Operations, IT, IT Change, IT Business Strategy, Technology; and Chief Business Technologist, Chief Compliance Officer, Chief Information Officer, Chief Executive Officer.
Look interesting? Book online
Stream sponsored by:
