Asset Management Summit. Protecting Assets and Reputation: Transparency, Efficiency and Control

Transcription

1 Asset Management Summit Protecting Assets and Reputation: Transparency, Efficiency and Control Hong Kong 2 June 2015

2 AGENDA Tuesday, 2 June 2015 Time Session Speakers 3:30pm 4:00pm Registration and refreshments 4:00pm 4:05pm Welcome Remarks 4:05pm 4:30pm General Plenary Session Operations Under Pressure: Enabling Agile Growth As the global investment landscape becomes more complex, asset managers and their administrators urgently need new ways to take on advanced operational functionalities and manage a range of data challenges. Data is the lifeblood of investment operations, where its accuracy and availability are critical to compliance and investor confidence. Join us as we explore the trending operational and technology pain points and the critical ecosystem of front- to back-office technology and tools that sustain the seamless flow of data. Edouard Lacarriere APAC, Asset Management, Tony Warren Executive Vice President, Asset Management, s Tony Warren will provide a look at key findings from Aite Group s recent Global Asset Management Study and explore the relevance to the future of investment operations in the APAC region. 4:30pm 5:20pm Panel Session Protecting Assets and Reputation through Transparency, Efficiency and Control This interactive panel discussion will address the challenges that asset management industry face in protecting company assets and reputation through effectively managing business activities and data to ensure transparency. Our panel of industry experts will be discussing the following topics: Moderator: Willett Bird Sales Director, North Asia, Panellists: Steve Bernstein CEO, Sinopac Solutions Hasan Rauf Sales Director, DTCC Asia Gary Liu Partner & Deputy CEO, AP Asset Management Group ASSET MANAGEMENT SUMMIT HONG KONG 3

3 Intensifying regulatory environment Complying with regulations and protecting assets and reputation Escalating costs and margin pressures Reducing operational costs and empowering enterprise scalability Rapidly evolving customer expectations Enhancing the customer experience 5:20pm 5:40pm Networking coffee break 5:40pm 6:30pm Private Equity Managers Thought Leadership track Private Equity, Infrastructure and Real Estate - Market Trends and Solutions Mario Cusinato Director, Private Equity, Innovation and leading-edge technology are at the core of s solutions. In this session, hear the latest insights and industry trends uncovered through market research and learn about product innovations and how technology can be used to provide greater transparency and improve decisionmaking. 5:40pm 6:30pm Boutique Asset Managers Thought Leadership track Make or Break for Boutiques: Tackling Compliance with Technology Edouard Lacarriere APAC, Asset Management, Regulatory change continues to sweep the investment landscape with compliance now considered to be the biggest make or break factor for boutique asset managers. Regulation, however, is putting boutiques agility and niche focus under threat, as highlighted in a recent TABB Group survey [1] which cited regulation, the burden of due diligence and compliance as being the main factors that can make or break a boutique compared to just 17% a year earlier. Join this session to learn how the adoption of technology can provide an important solution for achieving compliance and managing risk enabling boutique asset managers to more easily gain the institutional-grade, highly automated, wholly transparent operations they need to support diverse portfolios and ASSET MANAGEMENT SUMMIT HONG KONG 4

4 profitable growth, while ensuring regulatory compliance [1] Source: TABB Group: The New Boutique Asset Manager Transparent, Efficient and Accountable 5:40pm 6:30pm Large Institutional Asset Managers and Fund Administrators Thought Leadership track Connecting the Ecosystem Tony Warren Executive Vice President, Asset Management, Challenged by competing data demands from accountants, regulators, tax groups and new geographic aspirations? Learn how to make data mean business with Multiple Books of Record (MBOR) and the new asset servicing ecosystem of technology tools that s revolutionizing today s global workflow processes. This session focuses on the merger of operational components to form a single front-to-back automated solution and a single source of transaction data. MBOR The html5 Experience Complex Securities Processing Risk Management Spotlight on Risk Risk is now strategic but execution lags behind. This spotlight on risk session shares findings from the new research into buy-side risk management and explore how integrated risk fuels effective investment strategy. 5:40pm 6:30pm Hedge Fund Managers Thought Leadership track Hedge360 Managed Services Demonstration Asian Hedge Funds - A New Center for Global Business Join this session as we share insights on the growth of the Asian hedge fund industry in 2014 and how it is maturing in The industry is seeing a significant rise in seed funding activity, fuelled by capital injections from global investors. Learn how the US and European regulations may impact the latest trends in the Asian Hedge Fund world and Laurence Wormald Head of Research, APT, Joey Pang Senior Business Consultant, AO Asset Management, Ronan Donnelly Front Arena, ASSET MANAGEMENT SUMMIT HONG KONG 5

5 find out how your organization can keep pace with these trends to achieve institutional credibility. Spotlight on Risk Risk is now strategic but execution lags behind. This spotlight on risk session shares findings from the new research into buy-side risk management and explore how integrated risk fuels effective investment strategy. Laurence Wormald Head of Research, APT, 6:30pm 8:30pm Networking Cocktail Reception ASSET MANAGEMENT SUMMIT HONG KONG 6