Take a look at the program for the Fund Operator Summit | North America 2023 below.
8:15 AM - 9:00 AM
BREAKFAST AND NETWORKING
9:00 AM - 9:20 AM
Chairman’s opening address
9:20 AM - 10:00 AM
How digital currency regulation is paving the road for responsible asset development and reducing risk for financial services firms and clients
10:00 AM - 10:45 AM
F2B: Maximizing value and performance through front-to-back transformation - can it be done successfully?
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Walter Joyce
Head of Investment Services
TIAA CREF
10:45 AM - 11:15 AM
On the same page: The merging of investment and operations systems to increase collaboration and stakeholder value
-
Arthur Melkonian
Chief Operating Officer
Equinox Partners
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Eric Bolisay
Head of Derivatives Strategic Operations
T. Rowe Price
11:15 AM - 11:35 AM
MORNING REFRESHMENTS & NETWORKING
11:35 AM - 1:15 PM
TALKING TABLE WORKSHOPS
1:15 PM - 2:05 PM
LUNCH
2:05 PM - 2:35 PM
Contracts, relationships and growth: Overcoming challenges to efficiently manage the operations of a global investment firm
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Jeff Coleman
Head of Investment Operations
Mercer
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James Kearney
Head of Global Investment Operations
Vanguard
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Ned Moreland
Chief of Staff, Global Investment Operations
Vanguard
2:35 PM - 3:05 PM
Transparency and flexibility through the standardization of ESG data and processes across a financial service firm’s ecosystem
3:05 PM - 3:50 PM
Capitalizing on data management: Taking the steps to improve business decisions, operations, marketing and cost efficiency
3:50 PM - 4:00 PM
AFTERNOON REFRESHMENTS AND NETWORKING BREAK
4:10 PM - 4:40 PM
How can mid-sized firms and pension investment managers optimize their operations and technology to stay competitive?
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Russell Newman
Chief Operations Officer
Rothschild & Co.
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Peter Russell
Managing Director, Credit Operations
PSP Investments
4:40 PM - 5:25 PM
Cultivating future leaders in the current environment: Bridging the needs of firms and talent to pave the path towards success
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Evan Fire
Chief Operating Officer
Pzena Investment Management
5:25 PM - 6:00 PM
END OF CONFERENCE & DRINKS RECEPTION
