Welcome from the chair

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

13:45 Panel discussion: Outsource versus buy versus build

n     What would the deal decision tree look like in the current economic scenario?

n     Are outsourcers’ operating models robust enough for you?

n     How do you ensure that you have access to best of breed solutions?

n     How does operational risk profile change when you outsource?

Derek Ramage, Deputy Head of Network Management, Fortis Investment

Peter van Kleef, President & Chief Executive Officer, Lakeview Capital Market Services

14:30 Virtualisation at RLAM: how it helped us to reduce costs and how we engendered end user buy-in

n     Background to the decision: supporting growth and acquisitions in a scalable, cost-efficient way

n     Developing a business case that was attractive to the company

n     Cost savings; energy, licensing and efficiency and ROI

n     Steps to virtualisation: how we identified which applications to virtualize when

Dennis Leeks, Head of IT, Royal London Asset Management

Dan Farmer, Technical Infrastructure Manager, Royal London Asset Management

15:00 Q&A from the floor with previous speakers

15:15 Afternoon Tea

15:45 Technology and operational risk: what part can technology play in risk mitigation?

n     How has your risk profile changed in the last 12 months?

n     Where have levels of risks increased (collateral management? Counterparty risk? Etc.)

n     Does your risk appetite match that of your clients?

Peter van Kleef, President & Chief Executive Officer, Lakeview Capital Market Services

16:15 Streamlining opex at Threadneedle and the impact this had on efficiency and the service we offer to clients

n     Optimising the pipeline of projects by taking tough stop/go decisions

n     Changes in headcount, merged teams and tighter controls on new starters balancing functions to better-serve supply and demand at a lower cost

n     Reviewing contracts with partners and outsourcing

n     Communicating and celebrating successes to foster a cost-conscious culture and retain engagement

Mark Prior, Head of IT, Threadneedle Investment Services Ltd.

16:45 Roundtable discussions

17:15 Q&A from the audience and closing remarks from the chair

17:30 End of stream

17:40 Drinks reception