Data Management I
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Tuesday 9th March 2010, The Brewery, London, 08:15 - 12:45
£399.00/for 1 stream; £699/for 2 streams (per delegate)
08:15 Registration and Coffee
08:50 Welcome from the Chair
David Roy, Management Consultant, Citisoft
“TSAM represents a unique gathering of buy-side firms, the event is an opportunity to listen and to discuss trends, issues and opportunities with other market professionals” David Roy
9:00 Your G20 data agenda: surviving the 2010 regulatory tsunami
n What do the G20’s 93 action points ask for?
n What does it mean to the FS infrastructure?
n How does it affect my firm?
n Where are the likely hotspots?
n What do I need to do to survive?
PJ Di Giammarino, Chief Executive Officer, JWG Group
09:30 Panel discussion: How to get the message across internally that investment in data management should be done
n Getting buy-in from the business to enable generation of value for business, where and how?
n How to get action plans signed off and accepted through the ranks
n The impact of data quality on exposure to risk, client satisfaction, costs and audit overhead
n Considerations around outsourcing/ off-shoring to create a utility for data management and the cost factor
n What are the implications of delivering poor quality data to the market?
Panellists:
Hans Lux, Enterprise Data Architect, UBS Global Asset Management
Shannon Walker, IT Architect, Deutsche Bank
Ronan Brennan, Chief Technology Officer, MoneyMate
Colin Close, President, Netik
Gerard Walsh, Head of Change Management, Web and CRM, Schroders
Danielle Newland, Product Manager, Data Management, Eagle Investment Systems
Abbey Shasore, Chief Executive Officer, Factbook Limited
10:15 Implementing a data management solution – Practical approaches and key milestones
n Designing and implementing a successful data management solution
n Where to start
n Identifying the correct solution for your organization
n Deciding on an approach
n The programme check list
n Measuring return on investment
n Avoiding common pitfalls
Rick Enfield, Product Business Owner, Asset Control
10:45 Morning Coffee
11:15 Panel discussion: the changing shape of regulatory requirements and the implications for the buy-side
n Which of the regulatory drivers are most painful (e.g., Key information documents for UCITS IV funds)?
n What existing practices do the regulators expect to see improved (transparency/ MiFID, systems and controls, conduct of business)
n What are the key de-railers and what does a firm need to do right?
n What are the implications for firms on getting it wrong?
Panellists:
Mike Atkin, Managing Director, EDM Council
Geoff Fensome, Partner, Investment Solutions Consultants LLP
PJ Di Giammarino, Chief Executive Officer, JWG Group
Ronan Brennan, Chief Technology Officer, MoneyMate
11:45 Is there a need for industry wide principles for daily security valuation?
n The credit crisis gave rise to a number of valuation problems. How does it affect the daily operational process to produce adequate security prices?
n How to deal with the absence of a recent securities' price
n How to design a control framework for a valuation process
n Benefits of jointly defining principles meant to underlie individual asset managers' valuation processes
Corné Reniers, Head of FSC Performance Measurement & Data Management, Robeco Asset Management
12:15 Roundtable discussion
12:45 Networking lunch and registration for afternoon streams
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TSAM 2011
