IT & Operational Strategy I
.
Tuesday 9th March 2010, The Brewery, London, 08:15 - 12:45
£399.00/for 1 stream; £699.00/2 streams (per delegate)
08:15 Registration and Coffee
08:50 Opening address from the Chairman
Paul Miller, Director, Knadel
“TSAM is an excellent opportunity to meet with friends and colleagues to discuss the topical issues of the day. I have chaired the IT & strategy session for the last few years, where we have covered a wide range of subjects including operating model design, IT strategy and new initiatives”. Paul Miller
09:00 Minimising the impact of M&A activity upon the buy-side operations
n How have mergers and acquisitions affected IT and operations?
n How do you streamline increased complexity and reconcile disparity?
n Ascertaining best of breed within operations and re-setting the standard
Ed Hart, Managing Director, Co-Head, Operations & Administration Group and Member of the Leadership & Operating Committees, BlackRock
9:30 Panel discussion: Delivering major change programmes in a rapidly changing business environment
n Tailoring the solutions to each stakeholder and establishing trust
n Identifying the key communication issues that exist and developing strategies to deal with fragmented processes that obscure change initiatives, objectives and processes
n Utilising the top team to get buy in throughout the organisation and re-settle the organisation
n Identifying and avoiding the internal and external derailers
Geoff Garner, Head of IT, AEGON Asset Management
Martyn Cuff, Managing Director, Allianz Global Investors Europe
Cath Rawcliffe, Vice President Sales & Marketing, SimCorp Ltd.
Mehmet Cemal, Barclays Capital
10:15 Buy side trends and observations from PFS
n Detection of incorrect NAVs before publication
n Reinforcement of compliance on investment funds to ensure that funds are true to their investment profile
n Improving the quality of data ready for distribution: reporting, analytics and control
James King, Sales, Princeton Financial Systems
10:45 Morning coffee
11:15 Driving business change through effective architecture – a case study
n Breakthrough thinking and design
n Execution challenges
n Key business outcomes
Phil Davies, CTO, Milestone Group
11:45 Delivering an ambitious, company wide operating model and IT strategy (and supporting M&A deals at the same time!)
n Hermes background & business strategy
n Challenges of supporting the largest UK pension fund manager
n Migrating an in-house fund manger to a third-party boutique business
n Experience of using a clear sourcing strategy and selecting providers
n Importance of organisation design and data management
n Delivering M&A deals in as well
Philip Keeler, Head of Operations IT, Hermes Fund Managers Ltd.
12:15 Roundtable discussions
12:45 Networking lunch and registration for afternoon streams
|
TSAM 2011
