InvestOps Europe 2024
23 - 25 September, 2024
The Oval, London
Buy Side Only - New Data And Analytics Evaluation Day - Tuesday 17th September 2019
11:30 am - 12:30 pm
Champagne Welcome & Networking Lunch
12:30 pm - 12:35 pm
Welcome Address: Sonal Ghelani, Content Director, InvestOps
12:35 pm - 12:40 pm
Chairperson’s Opening Remarks
Tom Dalglish -
EMEA Regional Advocate,
EDM Council
GETTING YOUR DATA FOUNDATION IN PLACE
12:40 pm - 1:20 pm
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?
Martin Kwiatkowski -
Head of Global Investment Operations,
Aberdeen Standard Investments
Kurt Hangaard -
Chief Operating Officer,
BankInvest
Henrik Bestue -
Head of Middle Office,
Nordea Investment Management
Len Randazzo -
Principal, Asset Management,
Clearwater Analytics
Tom Dalglish -
EMEA Regional Advocate,
EDM Council
- 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?
1:20 pm - 1:40 pm
Keynote Presentation: 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
Naomi Clarke -
Interim Chief Data Officer and Industry Expert,
formerly of GAM, GLG, M&G and Credit Suisse
- 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 Expertformerly of GAM, GLG, M&G and Credit Suisse
TURNING BIG DATA INTO ACTIONABLE INTELLIGENCE
1:40 pm - 2:00 pm
Keynote Interview: How to ensure your advanced analytics initiatives do not disappoint - covering the people, process and technology considerations
Ursula Schliessler -
Financial Service and Investment Management Executive,
.
Richard Waters -
Manager, Internal data, risk and reporting development,
Systematica
Mark Kukolus -
Lead Business Intelligence & Data Governance Analyst,
Generali
Ø 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
Ø 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?
Ø 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?
Richard Waters
Manager, Internal data, risk and reporting developmentSystematica
2:00 pm - 2:20 pm
Short Coffee and Refreshment Break
FINDING THE NEXT BIG THING
2:20 pm - 3:20 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:
- Unique selling point
- Buy side adoption rates
- What are they doing to keep themselves ‘current’?
3:20 pm - 3:50 pm
Cookie Monster Networking Break
BUY SIDE ONLY WORKING GROUPS
3:50 pm - 5:25 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: State Street Global Exchange
Ø Roundtable 2: Taskize
Ø Roundtable 3: OpenGamma
Ø Roundtable 4: Curium Data Systems
Ø Roundtable 5: Glue 42
Ø Roundtable 6: Eagle Investment Systems