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In an age where information sources are everywhere and data is more prevalent than it has ever been, institutional investment groups are asking themselves the legitimate question, ‘how can they best select, manage and store the vital information they need to excel in a competitive market place’. Faced by new regulation and a growing concern for how data is generated and used, investment groups are additionally looking at how to develop policies and reporting procedures that make their use of third-party data legitimate and sustainable over the long term.

The annual report bringing together UK and wider European based data and information, operations, risk and investment officers plus senior managers from asset management, pensions, insurance and private wealth organisations. The report will explore and debate how investment in data solutions has enhanced organisational activities and new and innovative areas emerging.

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Unlocking the secrets to better data management


SECTION 1

REVIEWING THE EFFECTS OF MiFID II

1.1 INTERVIEW: Outlining new challenges from MiFID II – how to source new data while being accurate, timely, and consistent
Interviewer:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Interviewee:
- Invited: Roberto Maranca, Group Chief Data Officer, Lloyds Banking

1.2 ROUNDTABLE DEBATE: What are the major challenges in transaction report production and how are participants overcoming challenges such as the cross-referencing of data, use of LEIs and ISINs within existing internal systems?
Moderator:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Panellists:
- Invited: Iain Anderson, Chief Technology Officer, Cheyne Capital Management (UK)
- Invited: Julian Dorado, Director of Data Management, M&G Investments
- Invited: Carolyn Baker, Global Head of Data Management, Aberdeen Asset Management
- Invited: Sponsor/contributor


SECTION 2

INNOVATING TO IMPROVE THE BASICS

2.1 ROUNDTABLE DEBATE: What approaches to data optimisation and centralisation have been trialled and what lessons were learnt?
Moderator:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Panellists:
- Invited: Stephen Saffhill, Global Head of Performance and Analytics, Barings Real Estate Advisers
- Invited: Mark Abbott, Head of Data Management, BMO Global Asset Management
- Invited: Joe Kavanagh, Head of Performance Measurement, Kleinwort Benson Investors

2.2 INTERVIEW: Improving data security – how do you ensure data protection goes beyond GDPR compliance?
Using AI and machine learning to prevent cyber attacks
Provision of data to investors – still PDF or are formats moving on.

Interviewer:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Interviewee:
- Invited: Stuart Levy, Operations Control/Data Governance Manager, Royal London Asset Management

2.3 INTERVIEW: Sealing-off leaks and keeping reference data up to date – ensuring data quality and integrity as data sets grow
Interviewer:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Interviewee:
- Invited: Paul Loughlin, Deputy Chief Operating Officer, Rathbone Brothers Plc


SECTION 3

EMERGING TECHNOLOGIES: THE INSTITUTIONAL PERSPECTIVE

3.1 ROUNDTABLE DEBATE: What is the future of ‘the cloud’ and what due diligence approaches to security and access have panellists taken to win over internal sceptics?
Moderator:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Panellists:
- Invited: Andrew Bollon, Partner & Head of Operations & IT, River & Mercantile Asset Management
- Invited: David Johnstone, Head of IT, Martin Currie
- Invited: Oliver Marchand, Head of IT, Fisch Asset Management

3.2 INTERVIEW: Blockchain and Distributed Ledger Technology – has its moment arrived and what will the consequences be for the future of data management?
Interviewer:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Interviewee:
- Invited: Hany Choueiri, Head of Data Governance & Strategy (CDO), EMEA, State Street Global Investors

3.3 ROUNDTABLE DEBATE: What have been the most beneficial emerging technologies and what is on the horizon?
Moderator:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Panellists:
- Invited: Mark Woodward, CDO, The National Trust
- Invited: Julie Daltrey, Data Architect, Intellectual Property Office
- Invited: Mary Munro, Vice President, Data Governance and Communications, Office of the CDO, TD Bank Group


SECTION 4

ALTERNATIVE DATA AND ALTERNATIVE APPROACHES TO DATA MANAGEMENT

4.1 INTERVIEW: Breaking down alternative data – has it become too complex and messy? What are the best ways to analyse and understand alternative data? How can structure be applied to alternative data?
Interviewer:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Interviewee:
- Invited: Andrew Barnett, Chief Data Officer, Legal & General Investment Management

4.2 INTERVIEW: Has alternative data become a reliable source for making investment decisions? How can it improve customer experience?
Interviewer:
- Gill Wadsworth, Content Producer, Clear Path Analysis
Panellists:
- Invited: Johanna Hutchinson, Head of Data, The Pension Regulator

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 1931 487 or send a message