Redefining the Back Office to Drive Competitive Advantage and Growth
September 29, 2010, New York City
We are pleased to invite you to an exclusive industry briefing where we will present the results of a Headstrong sponsored survey on “Meeting the Operations and Technology Challenges of the Asset Management Back and Middle Office." This event will focus on the challenges facing Asset Managers in the Mid and Back Office to achieve Operational excellence through technological innovation and process efficiency. It will highlight the value that efficient Operations can add to an organization, helping to propel growth and mitigate risks. Participants in the briefing will be the first to receive the findings of the survey.
Sponsored by 
Agenda
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7:15 - 7:30
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Registration
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7:30 - 8:00
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Networking Breakfast
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8:00 - 8:35
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Keynote: Metrics and Analysis on the Operations and Technology Landscape in Asset Management Industry
DAYLE SCHER, Research Director, Investment Management, TowerGroup
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8:35 - 10:00
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Interactive Roundtable on "What are Firms Doing to Overcome Challenges in Reconciliation, Rightsizing Operations for Competitive Advantage, and Improving Data Quality?"
PRAVEEN KUMAR, Founder, cem Technology Group (Moderator)
JOHN BURCHENAL, Managing Director, Market Growth, Omgeo
RIAZ JIVRAJ, SVP - Investment Operations, AllianceBernstein
PATRICK SCHENA, Principal,Investment Management Services, Headstrong
DAYLE SCHER, Research Director, Investment Management, TowerGroup
JOE TRENTACOSTA, Vice President, AQR Capital
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| Registration |
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| Fee |
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$125 per person (meal included)
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| Location |
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| Address |
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Bayards
One Hanover Square (between Stone and Pearl Streets)
New York, NY 10004
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| Direction |
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From West Side Highway:
Take West Side Highway to Battery Park. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.
From FDR:
FDR South to Exit 1 (Battery Park, Staten Island Ferry), make right on Broad St. Make right at first traffic light on Water St., go 2 traffic lights to Hanover Square and make a left.
From Brooklyn Battery Tunnel:
When exiting tunnel, stay to the left of the traffic light and turn left at the light. When making the left turn, stay right (do not go into underpass), continue on to Battery Place. Make left on Battery Pl., continue until the street turns into State St., then continue for approximately 2 traffic lights and make a left on Hanover Square.
From Broadway:
Take Broadway South to Liberty Street, make a left on Liberty Street, Continue for 5 Blocks to Pearl Street. Make a right on Pearl Street, Take Pearl Street to Hanover Square
From Brooklyn Bridge:
2nd exit (FDR and Pearl St.) Make a right at traffic light. Take Pearl St. to Hanover Square.
Subway:
#2 or 3 to Wall St.
#4 or 5 to Wall St. or Bowling Green
#R or W to Whitehall St./South Ferry
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Clearinghouses as Mitigators of Systemic Risk
