InvestOps Europe 2024
23 - 25 September, 2024
The Oval, London
Data Innovation Day - 26 September 2022
Buy Side Only - Open to a maximum of 60 Buy Side
10:30 am - 11:00 am
Conference Registration and British Breakfast Buffet
Kick-off your time at InvestOps Europe the right way. Tuck into a breakfast buffet and get in some early networking before the event begins!
11:00 am - 11:05 am
Welcome Address: Rory Pilbrow, Editorial Director, WBR
11:05 am - 11:15 am
Chairperson’s Opening Remarks: John Bottega, President, EDM Council
John Bottega -
President,
EDM Council
BUY SIDE DATA INNOVATIONS WISHLIST
11:15 am - 11:35 am
Opening Buy Side Fireside Chat: Defining the buy side wish-list: What are the biggest priorities for front to back, cross-asset data innovation to accelerate your investment operations performance?
Thomas Vinding -
COO, Investments and Global Head of Trading,
Nordea Asset Management
Emmanuel Boullay -
CFA, Head of Data Operations,
Pictet Asset Management
John Bottega -
President,
EDM Council
- What are the 3 critical success factors for building a data-driven investment operations strategy to streamline your front to back cross asset workflow?
- What latest strategies and tools you can adopt to ensure high data quality to effectively support your division’s requirements?
- What are the latest data analytics innovations on the horizon and how can you organise your operations division to reap advantage of new capabilities?
DATA INNOVATIONS SUCCESS STORY
11:35 am - 12:00 pm
All Star Panel: End-to-end data innovation: How can you build a robust data framework and apply the latest data analytics tools to optimise your front, middle and back-office operations and unlock operational alpha?
Cyndi Shettle -
Back and Middle Office Data Integration Owner,
Franklin Templeton
Pierre Kovacs -
SVP Capital Markets Technology,
Endava
John Bottega -
President,
EDM Council
- Which tools are best placed to provide greater transparency of your data sets and enable robust risk management?
- How can you implement a scalable data management strategy that enables accurate decision making and boosts operational efficiencies?
- How can you best measure and track data quality to ensure accuracy and best support your businesses operational needs?
- How can you best organise your investment division to optimise data processing, storage and analysis and better support front to back, cross asset processes?
SPOTLIGHT ON ESG DATA REQUIREMENTS
12:00 pm - 12:25 pm
Fireside Chat: ESG data strategies: How can you transform your ESG data processes to support the growth in these new investment initiatives?
Rasmus Bessing -
MD, COO,
PFA Asset Management
Evan Fire -
COO,
Pzena Investment Management
John Bottega -
President,
EDM Council
- How can you integrate increasing ESG requirements into your wider investment data management framework?
- Making ESG data actionable: How can you leverage analytics to make smart sustainable investment decisions and gain a competitive edge?
- How can you process new data sets with AI to meet your customer’s ESG priorities and investment return expectations?
- How can you integrate new ESG data with existing data analytics tools to make more informed decisions on these investments?
- How can you measure performance and leverage the findings to support internal reporting and evolve future data operating models?
BUY SIDE BENCHMARKING ROUNDTABLES
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 1: What has ESG data taught us about current data and operating models and what impact will it have in the future?
Liz Lawson -
Principal Business Analyst,
T. Rowe Price
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 2: Laying the master data foundations: How to ensure you have clean, trustworthy data throughout the value chain to support accurate decision making
Kurt Hangaard -
COO,
BankInvest
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 3: How can you best implement and scale advanced analytics tools to increase efficiencies across your investment operations function?
Chandni Bhan -
Head of UK Risk,
Morgan Stanley Investment Management
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 4: How to secure the next generation of talent to lead your digital-first operating model
Greg Mackay -
Head of Public Market Operations,
Abrdn
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 5: How can you successfully transition to the cloud to benefit from increased agility, best-in-class security and compliance whilst driving cost-efficiencies?
John Bottega -
President,
EDM Council
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 6: How to incorporate AI powered decision making into investment operations processes
12:25 pm - 1:10 pm
BUY SIDE ROUNDTABLE 7: Upgrading from legacy systems: How to ensure a seamless transition from legacy operating systems to next generations platforms and tools – avoiding pitfalls and maximizing business value
Martin Kwiatkowski -
Investments COO,
Abrdn
1:10 pm - 2:15 pm
Networking Lunch
Re-connect with industry friends and make new contacts whilst tucking into a selection of light bites and refreshing drinks
2:15 pm - 4:15 pm
Data Innovation Roundtables: Meet the providers: Evaluate the latest data and analytics innovations with your buy side peers to understand who is best placed to meet your operations needs.
Mark Goodey -
Managing Director,
Arria
Thomas Griffiths -
Head of Product,
Cassini Systems
2:15 pm - 4:15 pm
ROUNDTABLE 1: How to leverage AI powered natural language generation in financial services to interpret data sets in just 15 minutes
Mark Goodey -
Managing Director,
Arria
2:15 pm - 4:15 pm
ROUNDTABLE 2: Driving Alpha through Treasury Optimisation: Opportunities and Challenges
Thomas Griffiths -
Head of Product,
Cassini Systems
- Reducing liabilities: Margin and collateral optimisation
- Ensuring collateral resilience: Stress testing and forecasting
- Alpha generation: Optimising unencumbered inventory
2:15 pm - 4:15 pm
ROUNDTABLE 3: Ready-To-Trade status of your portfolios for the front, middle and back office
Gabino Roche -
CEO & Founder,
Saphyre
2:15 pm - 4:15 pm
ROUNDTABLE 4: Leverage AI-driven operational intelligence to protect and grow your business
David Boot -
Global product manager, Data Analytics,
Linedata
Darren Draper -
Solutions engineering, Asset Management,
Linedata
2:15 pm - 4:15 pm
ROUNDTABLE 5: Turn Operations from a cost centre into a competitive advantage
Pras Neupane -
Product Manager, Buy-Side Post Trade Solutions,
Bloomberg L.P.
Pras Neupane
Product Manager, Buy-Side Post Trade SolutionsBloomberg L.P.
2:15 pm - 4:15 pm
ROUNDTABLE 6: Buy-to-build: Transforming software development for financial markets applications
Ben Jefferys -
Senior Technical Pre-Sales,
Genesis
Adedamola Adetola -
Senior Sales Executive,
Genesis
4:15 pm - 4:15 pm
End of Data Innovation Day
4:15 pm - 5:15 pm
Casino Night Welcome Drinks Reception
