InvestOps Europe 2019

17 - 19 September, 2019

Novotel London West

+44 (0) 207 368 9465

Buy Side Only - New Data And Analytics Evaluation Day - Tuesday 17th September 2019

10:00 am - 10:50 am Registration and Brunch

10:50 am - 10:55 am Welcome Address: Liuba Pignataro, Editorial Director, InvestOps

10:55 am - 11:00 am Chairperson’s Opening Remarks

Tom Dalglish, EMEA Regional Advocate at EDM Council

Tom Dalglish

EMEA Regional Advocate
EDM Council

GETTING YOUR DATA FOUNDATION IN PLACE

11:00 am - 11:40 am All Star Panel: How can you best measure, manage and monitor your data quality to ensure it effectively supports your businesses day-to-day operational needs?

  • Estimating the costs and impacts associated with poor data quality - How can data issues are affecting the top and bottom lines of firms across the industry?
  • The importance of data quality - What is driving the need for data quality measurements across investment operations and how can you measure data quality?
  • Tracking the effectiveness of your data - What measures should you put in place to ensure you have the right data sources, storage and analytics to add value to the front-to-back investment process?
  • Implementation processes - What steps can you take to maintain the quality of your data for effective day-to-day operations?
Martin Kwiatkowski, Head of Global Investment Operations at Aberdeen Standard Investments

Martin Kwiatkowski

Head of Global Investment Operations
Aberdeen Standard Investments

Kurt Hangaard, Chief Operating Officer at BankInvest

Kurt Hangaard

Chief Operating Officer
BankInvest

Henrik Bestue, Head of Middle Office at Nordea Investment Management

Henrik Bestue

Head of Middle Office
Nordea Investment Management

Len Randazzo, Principal, Asset Management at Clearwater Analytics

Len Randazzo

Principal, Asset Management
Clearwater Analytics

11:40 am - 12:10 pm Buy Side Keynote: Defining the 3 critical success factors for building a unified investment operations data architecture that serves the needs of the front, middle and back office and achieves operational alpha

  • Creating the buy side data hub - How can you easily manage complex data from multiple sources, tailor data sets for users and lower operational risk?
  • Addressing the challenge of enterprise-wide data quality - What can you do to ensure your data is clean?
  • How can you best collect data from multiple sources, validate the data and distribute the information to key stakeholders in a timely manner?
  • The role of Chief Data Officers and Data Scientists - What is the most proficient internal set-up to manage your data sets and achieve operational efficiencies?
Naomi Clarke, Interim Chief Data Officer and Industry Expert at formerly of GAM, GLG, M&G and Credit Suisse

Naomi Clarke

Interim Chief Data Officer and Industry Expert
formerly of GAM, GLG, M&G and Credit Suisse

12:10 pm - 1:10 pm Networking Lunch

TURNING BIG DATA INTO ACTIONABLE INTELLIGENCE

1:10 pm - 1:30 pm Innovation Keynote: Extracting business intelligence from your big data - How can you incorporate powerful analytics tools to create value, make smarter decisions and deliver more effective results?

  • Establishing the true value of data - How can new analytics capabilities open new frontiers for Investment Operations?
  • How can you incorporate advanced analytics throughout to generate data-driven insights for advanced monitoring and running of core operations?
  • Unlocking the true power of your data- How can you establish the best analytical metrics for different data sets to improve your investment decision making?
  • How can you ensure your technology is flexible enough to adapt to the constantly evolving requirements of your data function?
  • How to choose the best data analytics tools for the business that can help you build a smarter investment operations division 

1:30 pm - 1:50 pm Keynote Interview: How to ensure your advanced analytics initiatives do not disappoint - covering the people, process and technology considerations

  • How to make sure your data initiatives do not disappoint- Connecting the perceptions of management, data users, internal and external data solution providers to ensure the consistency, completeness, structural integrity and functionality of the enterprise’s data solutions
  • How to assess whether it is more beneficial to have the third party managing your data in your system than hiring additional staff yourself to ensure maximum efficiency and ROI?
  • What are the best ways of incorporating all the data from managers and multiple asset classes into your system in order to run the risk analytics and reporting?
  • How do the external data managers manage your data and what controls do they have in place? 

FINDING THE NEXT BIG THING

1:50 pm - 2:00 pm Speed Networking Roundtables: Establishing the buy side wish-list - Collaborate in your buy side working group to establish the top 3 criteria you should look out for when considering new data and analytics partnerships

Meet your roundtable: In your groups of 8-10 buy side, take the chance to introduce yourselves to each other, and collaborate to establish what the key criteria is you will all look out for adopting new data technology

2:00 pm - 2:40 pm Providers in The Spotlight: Hear from the latest and greatest data and analytics providers to see which is best placed to help you gain the information edge?

Listen to a 10 minute innovation pitch from each provider to fully understand:
Innovation promoted:
ØUnique selling point
ØBuy side adoption rates
ØWhat are they doing to keep themselves ‘current’?

2:40 pm - 3:10 pm Afternoon Refreshment Break

BUY SIDE ONLY WORKING GROUPS

3:10 pm - 4:50 pm Drill Down Buy Side Evaluation Roundtables: Evaluating the latest and greatest initiatives with your buy side peers to understand who is best placed to meet your data and analytics needs

Break into groups of 6-8 buy side and sit with each platform on roundtables to engage in an open Q&A discussion with your peers Each roundtable lasts 15 minutes
Ø  Roundtable 1: Eagle Investment Systems
Ø  Roundtable 2: Charles River Development
Ø  Roundtable 3: Taskize
Ø  Roundtable 4: OpenGamma
Ø  Roundtable 5:
ØRoundtable 6: 

SPECIAL GUEST SPEAKER

4:50 pm - 5:20 pm Special Guest Speaker: Title TBC

5:20 pm - 6:50 pm InvestOps Welcome Drinks Reception- Open To All Attendees