In Person
- New York
Convene, 730 Third Avenue, Btwn 45 and 46 St., New York, NY 10017
Our exclusive, members-only event designed specifically for operations and technology professionals. This event brings together industry leaders from across the global asset management community.
Time | Sessions |
---|---|
8:30am |
Registration and Breakfast, Exhibit Hall Open
8:30am-9:00am EDT Registration and Breakfast, Exhibit Hall OpenThursday, Apr 25, 2024 · 8:30am-9:00am EDT |
9:00am |
Asset Allocation Solutions
9:00am-10:15am EDT Asset Allocation SolutionsThursday, Apr 25, 2024 · 9:00am-10:15am EDTA Research presentation and discussion of solutions for supporting asset owners' and asset managers' need for a comprehensive view across all investments, whether internally or externally managed. |
10:15am |
Networking Break, Exhibit Hall Open
10:15am-10:45am EDT Networking Break, Exhibit Hall OpenThursday, Apr 25, 2024 · 10:15am-10:45am EDT |
10:45am |
Vendor Spotlight Demos #1
10:45am-11:30am EDT Vendor Spotlight Demos #1Thursday, Apr 25, 2024 · 10:45am-11:30am EDTLeading investment management solution providers share focused demonstrations of their products. |
11:30am |
Managed Data Services
11:30am-12:15pm EDT Managed Data ServicesThursday, Apr 25, 2024 · 11:30am-12:15pm EDTA Research presentation and discussion of the various software and service providers that offer managed data services supporting Investment managers' need for timely, high-quality data. |
12:15pm |
Lunch
12:15pm-1:15pm EDT LunchThursday, Apr 25, 2024 · 12:15pm-1:15pm EDTConnect with other members and exhibitors over lunch. Please let us know if you have any special dietary requirements by emailing: [email protected]. |
1:15pm |
Guest Speaker - Best Practices for Attracting and Retaining the New Generation of Technology Talent
1:15pm-2:00pm EDT Guest Speaker - Best Practices for Attracting and Retaining the New Generation of Technology TalentThursday, Apr 25, 2024 · 1:15pm-2:00pm EDTFocus Consulting Group is known for their work advising investment leaders on leveraging their investment talent worldwide. Our guest speaker will share the firm’s research and best practices for attracting and retaining technology talent in our ever-changing industry. New expectations about work such as access to cool technology, autonomy, development, and career pathing are having a big impact on engagement. Getting these right is critical to success because competition for this talent pool is no longer limited to investment firms. As one leader put it, “Our competitive edge goes up and down in the elevators every day. My biggest fear is that one day they’ll go down, and won’t come back up.” |
2:00pm |
Networking Break, Exhibit Hall Open
2:00pm-2:30pm EDT Networking Break, Exhibit Hall OpenThursday, Apr 25, 2024 · 2:00pm-2:30pm EDT |
2:30pm |
Vendor Spotlight Demos #2
2:30pm-3:00pm EDT Vendor Spotlight Demos #2Thursday, Apr 25, 2024 · 2:30pm-3:00pm EDTLeading investment management solution providers share focused demonstrations of their products. |
3:00pm |
Managing Benchmark and Index Data
3:00pm-4:00pm EDT Managing Benchmark and Index DataThursday, Apr 25, 2024 · 3:00pm-4:00pm EDTA discussion of member practices and challenges related to sourcing, managing, and licensing benchmark and index data. |
4:00pm |
Cocktail Reception
4:00pm-5:00pm EDT Cocktail ReceptionThursday, Apr 25, 2024 · 4:00pm-5:00pm EDTRelax and chat about the day with colleagues over drinks. |
Stacia Graham has more than 20 years of experience in investment management, bringing a deep understanding of end-to-end asset management processing and project management to her role as Managing Director at Cutter Research. Prior to Cutter, Stacia worked at Wellington Management Company LLP in Boston in various roles within compliance and operational risk, including leading and managing the global Investment Guideline Compliance team for eight years. She earned a bachelor of science in business administration from Bryant University and an MBA from Bentley University.
Recent research assignments and publications include the following:
Kathy McDermott has more than 20 years of experience in the financial services industry. She joined Cutter Associates in 2011 and has authored a number of Cutter Research reports on a wide range of topics. She spent ten years as a consultant for a variety of asset management firms, with a focus on business analysis for front and middle office projects. Kathy was previously the senior business analyst, equity trading systems, at Wellington Management, specializing in the firm’s proprietary electronic and basket trading applications. Earlier in her career, Kathy worked for Thomson Financial Services (now Thomson Reuters), supporting FirstCall and PORTIA clients in Hong Kong, Japan, Singapore, and Thailand, and later went on to manage PORTIA implementations. She also worked at LongView (now Linedata) as an account manager and then product manager of electronic trading. Kathy earned her bachelor of arts in mathematics from Hamilton College.
Recent research assignments and publications include the following:
Angela Centeno joined Cutter Associates in 2015, bringing more than 20 years of experience in financial services. Prior to Cutter, Angela worked for The Northern Trust Company in multiple roles managing enterprise market data, investment operations outsourcing, vendor relationships, and custodian relationships. She previously held senior positions in operations management, project management, data management, and solutions implementation.
Angela earned a bachelor of science in accounting and a bachelor of science in business administration from the University of Kansas, as well as an MBA in finance from DePaul University. She is a registered CPA.
Recent research assignments and publications include the following:
Jon Chandler brings more than ten years of experience in the financial services industry to his Director's role at Cutter Associates. Prior to joining Cutter, Jon was a senior business analyst for State Street Global Advisors (SSGA), where he was involved in a number of projects for the front and middle office, including UAT design and execution for an order management system (Fidessa IMS), the implementation of a web-based due diligence platform (FundInsight), and an enterprise solution to support blended benchmarks. Prior to his project roles, Jon was a principal in fixed income trade operations at SSGA. He has extensive experience with post-trade operations and applications, such as OASYS/CTM, PORTIA, MBSExpert, and Failstation. Jon earned a bachelor of arts in history from the University of Florida and an MBA from Northeastern University.
Recent research assignments and publications include the following:
Mary Storrs has more than 35 years of experience in the investment management industry. She has been with Cutter Associates for more than 20 years, first as a consultant focusing on front-office projects and then with Cutter Research since its inception. Mary has authored Cutter Research reports on many topics, including trading, portfolio management, transaction cost analysis, investment research management, and market data systems. She led the Research and Benchmarking division for eight years, overseeing all content development and helping members understand their capabilities compared with industry peers and best practices. Since 2019 she has been responsible for spearheading firm-wide management and delivery programs. Mary holds a BS from Boston College and an MBA from Babson College.
James Ware, CFA is the founder of Focus Consulting Group, a firm dedicated to helping investment leaders leverage their talent. James is also a highly acclaimed industry author and international speaker on the subjects of investment leadership, culture and building high performing teams. A frequent keynote speaker at CFA Institute, Mutual Fund Educational Alliance, Investment Adviser Association, U.S. Institute and other major industry conferences, James is recognized for his insightful, inspiring and entertaining presentations. His most recent books are, “Lessons in Leadership (LOL)" (2018) and “Money, Meaning, and Mindsets” (2017). Prior books include, “Investment Leadership: Building a Winning Culture for Long-Term Success” (Wiley, 2003) and High Performing Investment Teams (Wiley, 2006). They identify elements of leadership and teamwork that lead to sustainable success for investment firms. His articles have been published in the FAJ, JPM, and HBR. James has 20 years’ experience as a research analyst, portfolio manager, and director of buy-side investment operations. He has been a guest lecturer on the topic of investment firm management at the Kellogg Graduate School of Management at Northwestern University. His educational background includes a Masters in Business from the University of Chicago and a degree in philosophy from Williams College, where he graduated Phi Beta Kappa.
ACA Technology Solutions is a division of ACA Compliance Group, a leading provider of governance, risk, and compliance advisory services and technology solutions. Our clients include leading investment advisers, private fund managers, commodity trading advisors, investment companies, broker-dealers, and domestic and international banks. Our team of financial technologists has real-world industry experience and understands the dynamic needs of today’s investment managers.
More About ACA Technology SolutionsAsset Control provides reliable, high performance financial data management solutions, helping financial organizations deliver high-quality reference, market and risk data to the people and applications that need it – on time, all the time. Serving the world’s most successful financial institutions, including G-SIBs and investment managers, as well as growing firms across global markets, our software and operational expertise makes processing and reporting possible sooner, with absolute accuracy and consistency. Our systems track every data element from the point of capture to final delivery, giving clients the ability to manage costs and achieve the highest standards of data governance.
More About Asset ControlBecause every minute matters, Backstop’s mission is to help the institutional investment industry use time to its fullest potential. We develop technology to simplify and streamline otherwise time-consuming tasks and processes, enabling our clients to quickly and easily access, share, and manage the knowledge that’s critical to their day-to-day business success. Backstop provides its industry-leading cloud-based productivity suite to investment consultants, pensions, funds of funds, family offices, endowments, foundations, private equity, hedge funds, and real estate investment firms.
More About Backstop SolutionsBroadridge, a global Fintech leader and S&P 500® company with over $4.5 billion in revenues, provides communications, technology, data and analytics. We help drive business transformation for our clients, including asset managers, with solutions for enriching engagement, navigating risk, optimizing efficiency and growing revenue. Our integrated, front-to-back solutions translate data into actionable insights and streamline the investment life cycle. Touching 90 percent of the world’s mutual fund assets and drawing from the most complete sales and asset data collection in the industry, we are uniquely positioned to help asset managers get ahead of today’s challenges and capitalize on what’s next.
Broadridge delivers state-of-the-art technology, data and services to bring transparency and automation to the investment management and private lending process. Our portfolio management solution offers managers full front-to-back-office functionality on a single platform across all asset types. The product suite is used by many of the largest and most respected asset managers and investment firms in the world.
Investment, wealth and alternative managers, asset owners and insurers in 30 countries rely on Charles River IMS to manage USD $46 Trillion in assets. Together with State Street’s middle and back office services, Charles River’s cloud-deployed front office technology forms the foundation of State Street Alpha℠. Charles River helps automate and simplify the investment process across asset classes, from portfolio management and risk analytics through trading and post-trade settlement, with integrated compliance and managed data throughout. Charles River’s partner ecosystem enables clients to access the data, analytics, application and liquidity providers that support their product and asset class mix. We serve clients globally with more than 1,200 employees in 11 regional offices. (As of Q2 2022)
More About Charles River Development, A State Street CompanyClearwater Analytics is a global industry-leading SaaS solution for automated investment data aggregation, reconciliation, accounting, compliance, risk, performance, and reporting. Each day, the Clearwater solution reports on more than $5.9 trillion in assets for clients that include leading insurers, asset managers, corporations, pension plans, governments, and nonprofit organizations – helping them make the most of their investment portfolio data with a world-class product and client-centric servicing. Investment professionals around the globe trust Clearwater to deliver timely, validated investment data and analytics.
More About Clearwater AnalyticsEagle Investment Systems, a BNY Mellon company, is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. In addition to the cloud solutions, Eagle’s Managed Services offering helps deliver enriched and ready for use investment data. Eagle Investment Systems' integrated technology, products and services help our clients to grow their assets efficiently and effectively.
More About Eagle Investment SystemsFIS is a leading provider of technology solutions for financial institutions and businesses of all sizes and across any industry globally. We enable the movement of commerce by unlocking the financial technology that powers the world’s economy. Our employees are dedicated to advancing the way the world pays, banks and invests through our trusted innovation, system performance and flexible architecture. We help our clients use technology in innovative ways to solve business-critical challenges and deliver superior experiences for their customers. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit www.fisglobal.com. Follow FIS on Facebook, LinkedIn and Twitter (@FISGlobal).
More About FISGoldenSource's enterprise data management platform enables investment managers to make more informed decisions to facilitate better outcomes for their clients. The cloud-based GoldenSource platform sources, standardizes, validates, and delivers mission critical financial data to whoever needs it in real time to any team globally. Leveraging this centralized data store gives firms the ability to speak a consistent language which allows firms to manage risk more effectively, meet regulatory requirements, and optimize operating models.
More About GoldenSourceIHS Markit (NYSE: INFO) is a world leader in critical information, analytics and solutions for the major industries and markets that drive economies worldwide. thinkFolio from IHS Markit is a multi-asset investment management platform, which mitigates risk, increases operational efficiency and supports decision-making by investment managers. EDM from IHS Markit is a data management platform that acquires, validates and distributes trade, operational, risk, finance and customer data. IHS Markit also provides a data warehousing solution, EDM Warehouse. This is a single platform that consolidates data and empowers users to interrogate it on a real-time basis in order to understand risk, exposure, AUM and periodic metrics.
More About IHS MarkitINDATA is a leading specialized provider of software, technology and services for buy-side firms, including trade order management (OMS), compliance, portfolio accounting and front-to-back office delivered via iPM Epic® – the industry’s first investment technology platform specifically designed for the era of big data and iPM Portfolio Architect AI, the industry’s first portfolio construction, modeling, rebalancing and reporting tool based on AI and Machine Learning. INDATA’s iPM – Intelligent Portfolio Management® technology platform allows end users to efficiently collaborate in real-time across the enterprise and contains the best of class functionality demanded by sophisticated institutional investors. The company’s mission is to provide clients with cutting edge technology products and services to increase operational efficiency while reducing risk and administrative overhead.
INDATA provides software and services to a variety of buy-side clients including asset managers, registered investment advisors, banks and wealth management firms, pension funds and hedge funds. Assets under management range from under $1 billion to more than $100 billion across a variety of asset classes globally.
Indus Valley Partners (IVP) is a global provider of front, middle and back-office technology solutions, consulting and “digital-first” managed services to over 160 of the most prestigious fund managers on the buy side.
Hedge funds, private equity firms and other traditional and alternative asset managers rely on IVP’s expertise as a thinking partner and best-of-breed platforms to digitally transform and future-proof operations – reducing their costs, improving control and increasing productivity across their enterprise.
Founded in 2000, IVP remains at the forefront of moving Finance ForwardTM with approximately $4 trillion of global AUM managed using its technology and $1.6 trillion AUM reported through its regulatory reporting solution. IVP is headquartered in New York with additional offices located in Salt Lake City, Dallas, Toronto, London, Mumbai and Noida.
More About Indus Valley Partners (IVP)Asset owners, pension plans, fund managers and insurance companies rely on Matrix to help solve their most complex investment, risk and data manage challenges.
Matrix is an investment data platform that empowers firms to understand everything from the true nature of the exposures within funds to the indirect fees borne by investors and the impact of investment re-structuring decisions.
The foundation of the platform is a unique algorithm that structures the data during the processing phase of the data management lifecycle. This structuring enables a range of solutions to be implemented on the core platform.
The platform simplifies the management of the complex, multi-level investment and product structures that underpin endowments, pension plans, retirement savings, insurance and asset management businesses. All of our customers are references and we have never had a failed implementation!
More About MatrixMilestone Group, a subsidiary of BNY, is an institutional fintech firm serving the global investment industry and is recognised as the architect of a new class of digital enterprise and industry level solutions based on its pControl investment platform.
pControl unifies multiple processes and functions around a single product record creating new possibilities and integrates seamlessly with existing technologies, servicing today's increasingly complex inter-funded product structures.
Institutional asset owners, fund managers and fund administrators utilise pControl's purpose-built solutions to support over $20 Trillion in assets for mission critical business functions and related data services spanning fund processing, fund accounting, asset allocation, oversight and Backup NAVs and NAV automation.
Clients trust Milestone Group to consistently deliver a unique mix of innovative and dynamic solutions backed by deep industry know-how. For Milestone Group and its people, this is a journey that continuously 'raises the bar' enabling clients to realise their investment and product strategies.
More About Milestone GroupSimCorp is a provider of industry-leading integrated investment management solutions for the global buy side. Founded in 1971, with more than 3,000 employees across five continents, SimCorp is a truly global technology leader that empowers more than half of the world's top 100 financial companies through its integrated platform, services, and partner ecosystem.
SimCorp is a subsidiary of Deutsche Börse Group. As of 2024, SimCorp includes Axioma, the leading provider of risk and management and portfolio optimization solutions for the global buy side.
More About SimCorpSolovis is leading fintech innovation for institutional investors with a powerful Cloud platform for multi-asset class portfolio management, reporting and analytics – uniquely designed for the limited partner community. Endowments, foundations, pensions, OCIOs and family offices leverage Solovis to transform how they collect and aggregate investment data, analyze portfolio performance, model and predict future outcomes and share meaningful portfolio insights with key stakeholders. The Solovis institutional investment management technology platform enables detailed analysis and dynamic data modeling across multiple portfolios and pools of capital for actionable, transparent insights that empower investors from the front to back office.
More About SolovisSymphony offers a secure team collaboration platform that transforms the way users communicate effectively and securely with a single workflow application. Forging a new path in the industry, Symphony is designed to help individuals, teams and organizations of all sizes improve productivity, while meeting complex data security and regulatory compliance needs.
More About Symphony