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The Fund Technology, Data & Operations, North America 2022 Report is developed from the annual Fund Operator Summit, which aims to address key concerns related to data and fund management including the availability, quality, and maintenance of data. Our expert speakers provide innovative strategies and constructive debate on the current financial landscape.


This report brings together North American and Globally based Chief Operating Officers, Heads of Operations, Chief Technology Officers, and Heads of Data Management from Asset Management Organisations. The report facilitates discussions between thought leaders related to operational resilience, operational risks and cyber security, and emerging technology data considerations.

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EXECUTING A DIGITAL TRANSFORMATION WITHOUT BREAKING THE BANK

  • Kenneth Lamar, Principal Partner, Lamar Associates LLC
  • Arthur Melkonian, Chief Operating Officer, Equinox Partners
  • Sohel Hussain, Director of Investment Operations, Meyer Memorial Trust

THE END OF 9-TO-5? LABOR SHORTAGES, REAL ESTATE SURPLUSES AND THE FUTURE OF COMPANY CULTURE

Moderator:

  • Tim Jager, Senior Manager, Meradia

Panelists:

  • Craig Peretz, Chief Financial Officer, Golden Eagle Strategies
  • Evan Fire, Chief Operating Officer, Pzena Investment Management

HOW CAN FUND MANAGERS EFFECTIVELY INCORPORATE DIGITAL ASSETS INTO THEIR PRODUCT LINE-UP

Moderator:

  • Simon Zais, Senior Consultant, Capco

Panelists:

  • Russ Grimaldi, Chief Compliance Officer, Horizon Kinetics
  • Matthew Fetta, Chief Operating Officer, Coinfund

HOW MARKETING AND CLIENT RELATIONS HAVE EVOLVED IN THE POST-COVID WORLD

  • Simon Zais, Senior Consultant, Capco
  • Patrice Trichon, Head of Marketing, Client Reporting and Digital, Brown Brothers Harriman
  • Kenneth Lamar, Principal Partner, Lamar Associates LLC

ORGANIZING AND UTILIZING DATA TO CREATE EFFICIENCIES ACROSS DEPARTMENTS

Interviewer:

  • Tim Jager, Senior Manager, Meradia
  • Julia Bardmesser, Head of Data, Architecture and CRM Development, Voya Investment Management

Interviewee:

INDUSTRY CHALLENGES FOR 2022-23 AND HOW ICI IS ADDRESSING THEM

Interviewer:

Tim Jager, Senior Manager, Meradia

Interviewee:

Joanne Kane, Chief Industry Operations Officer, Investment Company Institute

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