SECTION 1

ADVANCEMENTS IN CLIENT RELATIONS

1.1 INTERVIEW: New Digital Capabilities Brings Stronger Insights and Transparency
- Ryan Burns, Head of GFS North America, Northern Trust
- John Abunassar, Head of the Institutional Client Group, Northern Trust Asset Management

1.2 INTERVIEW: What role is social media playing in asset management today?
- Ravi Misquitta, SVP, Marketing Strategy & Technology, Franklin Templeton

1.3 INTERVIEW: Streamlining the client onboarding process
- Carol Kuha, Global Head, Institutional Services, RBC Global Asset Management

1.4 INTERVIEW: The secret to providing timely, accurate, complete and compliant information for your clients
- Marcia Morgan, Head, Global Technology Operations, RBC Global Asset Management

SECTION 2

STREAMLINING THE OPERATIONAL PROCESS

2.1 INTERVIEW: The Evolution of Outsourcing: How Technology Has Altered the Landscape
- Dan Houlihan, Head of Asset Servicing, Americas, Northern Trust
- Jonathan Brodsky, Principal and Founder, Cedar Street Asset Management

2.2 INTERVIEW: Data Integrity – The key to operational efficiency and automation
- Linda Mastrobattisto, Chief Data Officer, Conning

2.3 INTERVIEW: Managing investment risk and enforcing investment policies
- John P. Hockers, Co-Head of Investment Analytics, Wells Fargo Asset Management

SECTION 3

THE NEXT ITERATION OF ASSET MANAGEMENT

3.1 INTERVIEW: Innovations in the insurance industry
- Jason Engelbrecht, Chief Technology Officer, Munich Re

3.2 INTERVIEW: Big tech helping small funds manage assets and communicate with investors
- Joy Schoffler, Executive Chair, FinTech Professionals Association

3.3 INTERVIEW: Utilizing technology to manage the complexities of ETFs
- Luke Oliver, Head of Index Investing Americas, DWS Group