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SECTION 1

UTILISING TECHNOLOGY FOR IMPROVED TRANSPARENCY, PORTFOLIO & RISK MANAGEMENT STRATEGIES

Roundtable debate: Is technology the catalyst for change in how managers interact with investors and clients track managers’ performance?

Moderator:

  • Proposed: Prominent journalist

Panellists:

  • Confirmed: Colin McLean, Chief Executive Officer, SVM Asset Management
  • Confirmed: Stefano Haver, Fund Operations Director, AAC Capital Partners
  • Confirmed: Matthew Oakeley, Head of Group IT, Schroders

 

White paper: The impact of technology improvements on risk and portfolio management strategies

  • Confirmed: Margaret Ammon, Chief Risk Officer, Old Mutual Asset Managers UK

SECTION 2

SPECIAL WHITE PAPER: MANAGING THE CHANGE RISK IN TECHNOLOGY IMPROVEMENTS
This paper will look at ensuring systems have the reliability and adaptability to handle future demands, and best practice for data security when migrating to new technology architecture

  • Confirmed: Chandra Poojari, Principal, Rigi Capital Partners

SECTION 3

SPECIAL ROUNDTABLE: MEETING THE DEMANDS OF MOVING FROM A DB TO A DC ENVIRONMENT
This debate will address the rationale behind improving technology to effectively handle the expected challenges and demands that will arise in the shift from DB to DC focus

Moderator:

  • Proposed: Prominent journalist

Panellists:

  • Confirmed: Will Allport, Director of Global Product Strategy, AllianceBernstein
  • Invited: Richard Warne, Global Strategy Director, Aviva Investors
  • Invited: Kevin Gregory, Chief Operating Officer, Legal & General Investment Management

Section 4

SPECIAL ROUNDTABLE: THE ROLE OF TECHNOLOGY IN KEEPING ABREAST OF REGULATORY DEVELOPMENTS
This panel examines the ways that technology can assist fund and asset managers in complying with the ever-changing regulatory environment

Moderator:

  • Proposed: Prominent journalist

Panellists:

  • Confirmed: Simon Blakeney, Investment and Counterparty Risk, HSBC Global Asset Management
  • Confirmed: Neil Tunley, IT Director, Thames River Capital
  • Confirmed: Luke Rahbari, Chief Investment Officer, Stutland Volatility Group

SECTION 5

SPECIAL WHITEPAPER: LATEST DEVELOPMENTS IN THE USE OF TECHNOLOGY FOR RESEARCH AND ANALYSIS
This paper examines the value in employing or upgrading research management solutions to enhance efficiency of research and analysis
Invited:Richard Inzunza, Director of Research, Northern Trust