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With a fast evolving FinTech landscape, desire for product and geographic growth, and requirement to streamline operations in the face of static operational budgets, Chief Operation Officers of investment groups are actively seeking methods to manage more, with less. Additionally, new methods for interrogating data and processing for useable actions, has enabled fund and asset management groups to generate better performance from existing technology spend.

The sixth annual Fund Technology, Data & Operations, North America report bringing together North American fund, asset and wealth managers, fund administrators, pension plans, insurance companies and other institutional investment groups to examine the challenges in building a comprehensive technology and data platform for the front, middle and back office, with an emphasis on user case study's and insights.

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SECTION 1

AN INDUSTRY IN FLUX

1.1 INTERVIEW: Asset management compliance in the era of expanding technology
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
John Utter, Head of Institutional Client Service - U.S., RBC Global Asset Management

1.2 INTERVIEW: The next generation on advancements in the fund management industry
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Marty Burns, Chief Industry Operations Officer, Investment Company Institute

1.3 The tools that are improving client engagement and satisfaction
Cheryl Pipia, Head of USI Integrated Sales & Client Engagement, T. Rowe Price

1.4 INTERVIEW: How do small and mid-sized funds use third-party service providers to stay competitive?
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Kraig Kupiec, Chief Operations & Financial, KWK Management

SECTION 2

THE IMPACT OF REGULATIONS

2.1 INTERVIEW: Using technology for multi-jurisdictional regulatory compliance
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Lisa Shea, Senior Product Manager, Northern Trust

SECTION 3

HOW NEW TECHNOLOGY IS CHANGING THE GAME

3.1 How technology is improving operational efficiency
Evan Fire, Chief Information & Operations Officer, Pzena Investment Management

3.2 How fund management IT infrastructure is evolving to meet the growing demands of clients
Gina Ehrlich, Director of Information Technology, Segall Bryant & Hamill

3.3 INTERVIEW: The benefits and drawbacks of buying versus building versus outsourcing
Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Paul Williams, North American Head of IOO Product and Strategy, Northern Trust

Marc Mallett, SVP, Director of Strategy, Americas - Asset Servicing, Northern Trust

3.4 INTERVIEW: How accessible is Artificial Intelligence for small and mid-sized asset managers?

Interviewer:
David Grana, Head of Production, Clear Path Analysis
Interviewee:
Maurice Heffernan, Chief Information Officer, Conning


Marty Burns

Chief Industry Operations Officer, Investment Company Institute

Lisa Shea

Senior Product Manager, Northern Trust

John Utter

Head of Institutional Client Service – U.S., RBS Global Asset Management

Cheryl Pipia

Head of USI Integrated Sales & Client Engagement, T. Rowe Price

Evan Fire

Chief Information & Operations Officer, Pzena Investment Management

Gina Ehrlich

Director of Information Technology, Segall Bryant & Hamill

Paul Williams

North American Head of IOO Product and Strategy, Northern Trust

Marc Mallett

SVP, Director of Strategy, Americas - Asset Servicing, Northern Trust

Maurice Heffernan

Chief Information Officer, Conning

Kraig Kupiec

Chief Operating & Financial, KWK Management

Northern Trust is a leading provider of asset servicing and asset management services worldwide. With $10.8 trillion in assets under custody and $1.2 trillion in assets under management, we serve the world’s most-sophisticated clients – from insurance companies, corporate plans and public and government entities to not-for-profits and sovereign wealth funds.

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) 207 688 8511 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) 207 688 8511 or send a message

To enquire about media partnership for the Fund Technology, Data and Operations, North America 2018 report, contact us on marketing@clearpathanalysis.com or call +44(0) 207 688 8511.