Data Management
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Tuesday 14th September 2010, New York's Hotel Pennsylvania, New York City, 09:00 - 17:30
£559.00/per person
Attendance Prices:
1st delegate: $999
2nd delegate [25% discount]: $749.25
3rd delegate: [50% discount]: $499.50
4th delegate: [75% discount]: $249.75
5th delegate: FREE
08:45 Opening address from the Chair
Mike Atkin, Managing Director, EDM Council
09:00 Refining models for adopting Enterprise Data Management for your operations
n Understanding the operational value of information
n Implementing a third-party solution in-house
n Outsourcing data management as a service
n Combining elements of in-house solutions with outsourced solutions
Mike Atkin, Managing Director, EDM Council
09:30 Analysing the cost and impact that inefficient data management policies have on the buy-side
n Perspectives from teams reliant on data
n The inability to offer better client services
n Simple steps towards an effective data policy
n Overcoming the struggle for company-wide buy-in
Peter Noll, Chief Technology Officer, Pioneer Investments
10:00 Implementing a centralized data management policy
n Keeping consistent data
n Establishing a centralised function
n How we implemented the process and framework
n The governance Framework and the challenges
n An ongoing evolution, not a one-off project
Joerg Guenther, Chief Information Officer, Artio Global
10:30 Morning coffee
11:00 Roundtable discussions
11:30 Data Management in an outsourced environment
n Getting a clear understanding of the real requirements
n Defining a Data Architecture
n Factors determining a successful project
n What are you eventually aiming for? A roadmap to the future
Rick Chirlin, Managing Director, Cutter Associates
12:00 PANEL DISCUSSION: Bringing automation into the investment product data management space in order to ensure that timely and accurate data is always available
Panellists include:
Ronan Brennan, CTO, MoneyMate
Regina Trach, Vice President, Head of Marketing Services, J.P. Morgan Asset Management
Michael Leinweber, Head of Digital – Americas, Schroders Investment Management
Rob Flatley, CEO & President, Netik
12:45 Roundtable discussions
13:00 Networking Lunch
14:00 Using a data warehouse to improve risk, performance, reporting and compliance
n Consolidating operational and decision support systems
n Consolidating disparate data relating to the same object
n The impact of poor data upon other teams (e.g. performance and client reporting)
n Meeting changing regulatory requirements and improving transparency
Tom Stock, Senior Vice President, Product Management, GoldenSource Corporation
14:30 Buy-Side Execution and Information Strategies
n For Cash Beta, Competitive Alpha, Multi-Strat, Advanced Alpha
n Use and management of 360 degree tradeviews
n Use of trade bundles
n Cross product netting views
n Understanding and controlling pricing
n Real time information handling platforms
n Workflow for information management
15:00 Afternoon Refreshments
15:30 How to enable and achieve successful supply chain management in data management
n Achieving precision in data management through building an efficient data content infrastructure
n Implications of systematic risk for data management and how processes of systematic risk analysis can address them
n Increasing data quality and reducing cost through improved data supply chain management
16:15 PANEL DISCUSSION: Is there a need for industry-wide principles for data?
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 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
Panellists include:
Robert E. Harrison, Director, Data Strategies, Promark Global Advisors
Kay Vicino, Senior Vice President Operations & Technology, Northern Trust
17:00 Close of Conference
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TSAM NORTH AMERICA
