Corporate Real Estate Service Delivery Model at Prudential Financial
|
|
- Audra Melissa Murphy
- 8 years ago
- Views:
Transcription
1 Corporate Real Estate Service Delivery Model at Prudential Financial CoreNet Global Chicago Discovery Forum May 1, 2011 Kathy Winkler - Vice President, CRE
2 Agenda Overview Prudential Financial Company Background History of CRE service delivery models Current model CRE service delivery model change agents/drivers Mission and objective for the future 2
3 Company Background Prudential is a 135 year old firm providing services to help people grow and protect their wealth Financial services leader with $784 billion in assets under management Operations in United States, Asia, Europe and Latin America servicing individual and institutional clients Products and services include International Insurance and Investments, Retirement Solutions, Investment Management, Individual Life and Group Insurance. 45,000 employees worldwide As of 12/31/11 3
4 Company Background The Prudential Insurance company of America traces its roots to the Prudential Friendly Society, founded by John Dryden in Newark, NJ in Prudential Financial became a publicly traded company in December 13, 2001 Mission Help Grow and Protect Your Wealth 4
5 Prudential Domestic Businesses Retirement Solutions - Investment Division Investment Management Equity Fixed Income Prudential Capital Group Real Estate Investors Mortgage Capital Group Prudential Investments Mutual Funds Wealth Management Services Strategic Investment Research Group Prudential Retirement Annuities 5
6 Prudential Businesses Insurance Divisions Individual Life Insurance and Agency Distribution Group Insurance Prudential Real Estate and Relocation Services Residential Real Estate Brokerage Franchise Corporate Relocation services 6
7 Corporate and Other Operations Corporate Functions Global Marketing and Communications Human Resources Law, Compliance and Business Ethics Global Business and Technology Services Financial Management 7
8 Enterprise Services and Financial Solutions Financial Information Systems Financial Planning and Reporting Financial Planning Corporate Procurement Corporate Facilities CRE Strategy and Transactions 8
9 Prudential - mid to late 1980 s New CEO Prudential is a Mutual Insurance Company with a domestic focus Regional offices (Owned with single tenant design) Los Angeles Houston Minneapolis Chicago Jacksonville Boston Northern New Jersey Toronto 9
10 Prudential - mid to late 1980 s 35 million SF 75% owned and 25% leased 125,000 Prudential employees 22 owned buildings 10
11 Prudential - mid to late 1980 s Life Insurance Property and Casualty Insurance Healthcare (Individual and Group Medical and Dental) Prudential Home Mortgage Credit Card Services Banking Commercial Real Estate Investments Residential Real Estate Prudential Capital Asset Management Mutual Funds Management International Insurance Prudential Securities 11
12 Prudential - mid to late 1980 s Corporate Services and Buildings Department Full service in-house resources Architects Project Managers Engineers Interior Designers Space Planners CADD Operators 12
13 Prudential - mid to late 1980 s Corporate Services and Buildings Service Delivery Model Managed a large owned portfolio of space Design and construction services provided by inhouse staff (100+ full time employees) Corporate overhead No space/furniture standards No charge-backs to the business units Lease transactions decentralized and performed within the business units 13
14 Prudential - early to mid 1990 s Early 1990 s economic conditions decline CEO takes another step toward decentralization Cost constrains and new pressure to reduce expenses Business units accountable for their bottom line Business unit autonomy to make decisions about service providers In-house service providers must recover their costs and prove their value 14
15 Prudential - early to mid 1990 s Facility Management Consulting Services In-house Architectural Firm Architects Project Managers Engineers Interior Designers Space Planners CADD Operators Strategic Facilities Planning Property Management Site Selection/Lease Transactions Lease Administration 15 Your Office Facility Says A Lot Abou Your Business..
16 Prudential - early to mid 1990 s Facilities Management Consulting Services Service Delivery Model Structured like a design firm- fee for service (75+ full time employees) Marketing in-house services Competing with outside service providers Measured on customer satisfaction results and recovery of our expenses (goal to break even) Occupancy charge-back methodology in owned buildings Lease transactions still decentralized and performed within the business units 16
17 Prudential - early to mid 1990 s Migration to less expensive rent locations begins Owned building vacancy increases 17
18 Prudential - mid to late 1990 s New CEO and new leadership team Centralized Corporate Services Standard and Controls Outsourcing initiatives Formation of Corporate Real Estate 18
19 Prudential - mid to late 1990 s 25 million SF 65% owned and 35% leased 83,000 full time employees $540 million annual occupancy budget 19
20 Objective Prudential - mid to late 1990 s Dramatically reduce the cost of real estate for the enterprise by improving space utilization, space and furniture standards, new policies and controls Deliver $80 million in annual real estate cost savings by the year
21 Prudential - mid to late 1990 s Corporate Real Estate Service Delivery Model Focused on managing the real estate portfolio Centralized group of core real estate functions with 50+ full time employees Centralized all lease transaction activity Space utilization metrics reporting Measured on real estate utilization improvements Development of furniture and space standards 21
22 Prudential - mid to late 1990 s Vice President, CRE Admin Assistant Vice President Strategic Planning Vice President Properties Vice President Design & Construction Vice President Facilities Services Director Strategic Initiatives Director Asset Strategies Director Project Development Director Building Operations Director Space Utilization Director Property & Lease Admin. Director Design Services Director Facilities Enfineering Director Business Case Management Director Real Estate Services Director Fine Arts Director Local Projects Director FF&E Purchasing 22
23 Prudential - early to mid 2000 Standards and policies are in place Space utilization data collected CRE has streamlined its operation Objective Develop an integrator role between Prudential and its business units Establish a CRE client partner and business unit partner position 23
24 Prudential early to mid 2000 Business Unit Partner Act as a single point of contact to CRE for all real estate activities Reports directly to the CFO of the business Opportunity to learn the business from within the organization Bridge the gap between the business unit and corporate adversarial relationships Aware of business strategies in advance provides an opportunity to develop supporting real estate plans and implement upon announcements 24
25 Prudential early to mid 2000 Insurance Division Business Partner 3.7 million SF 13,500 full time employees $72 million annual occupancy budget 30% vacancy factor Supporting 9 profit centers 25
26 Prudential early to mid 2000 Insurance Division Business Partner Headcount reduced by 33% Vacancy factor increased to 46% Reduced space by 1.8 million SF - 51% Reduced annual occupancy budget by $32 million 44% 26
27 Prudential - early to mid Prudential become a public company 2002 New senior management in CRE 2004 Insurance real estate objectives met and I return to CRE Objective Client Partner to Insurance Division (activities include mergers& acquisitions, sales of businesses, new customer service center strategies, etc.) Develop a Corporate Real Estate strategy for disposition of space in the Vacant Space Management Program (goal $40 million savings) 27
28 Prudential Mid to Late 2000 Prudential s Businesses/Corporate Centers Expect Expertise and Processing Efficient services at predictable costs Effective tools that enable business activity Relevant reporting that facilitates analysis and decision making Enhanced Business Capabilities Agility and Flexibility Support global expansion Optimize resources Support 3 rd party business Well Controlled and Ethical Solutions Protect Prudential s interest and reputation Safeguard assets/people Appropriately mitigate operating risk and comply with regulatory requirements Corporate Operations & Systems Service Delivery Model Mission Enable Prudential to meet customer needs by leveraging quality technology, risk management, and support services Vision Be a strategic partner who delivers highly valued shared services Strategies We provide subject matter expertise and cost-effective tools and processes to enable Prudential s global growth and to achieve agreed upon service levels We foster a diverse community of highly skilled, motivated operations and systems professionals who execute in a well controlled and ethical environment Components of Delivery Relationship Management Employees Production Finance & Metrics Communication & Training Framework/Policies/Guidelines Governance Resources Onshore/Offshore Outsourcers Vendors Deliverables Secure and Reliable Services Meet agreed upon service levels Service availability matched to business needs Secure environment Transparent Cost and Recovery Model Published cost schedule Businesses understand what we offer and buy the services they want A Creative Environment Proactive focus on continuous improvement Competitive solutions that support business initiatives Provide quality technical expertise Effective Partnering with Businesses Clear Service Delivery Model Open communication that delivers the right messages to the right individuals Timely response to feedback 28
29 Prudential Mid to Late 2000 Shared Services Global security Print/Mail Accounts payable Business continuation Records management Procurement and vendor management Food services Executive transportation Corporate Facilities CRE Strategy and Transactions 29
30 Strategic Planning Prudential - Mid to Late 2000 CRE Strategy and Transactions Client Partner model Occupancy analysis and alternatives, including Space Planning, Budgeting and Financial Analysis Real Estate Transactions (Non-Investment) Assess Markets, New locations, Lease Renewals, Space Dispositions, National Brokerage Representation, Temporary or Short Term (Less than one year) Space Needs Space & Furniture Guidelines Recommend workspace sizes, Furniture Selection Guide Art Program Management and Installation of Prudential s Art Collection International Consulting Services Occupancy Needs / Financial Analysis / Transaction Review / International Contacts / Portfolio Consulting 30
31 Prudential - Today ESFS - CRE Strategy and Transactions Manage 9 million SF Domestically (2 million SF -leased/subleased to 3 rd party tenants) $210 million annual occupancy budget 300 locations 20,000 full time employees 140 lease transactions per year 9 CRE full time employees 31
32 Prudential - Today CRE Strategy and Transactions Vice President, CRE Office Management Enterprise Strategy & Transactions International Consulting Broker Alliance Management Department Metrics & Reporting Investment & International Divisions Strategy & Transactions CRE Policies & Procedures Furniture Program Management Insurance Division Strategy & Transactions Home Office Space Planning CADD/CAFM Vice President, CRE Vice President, CRE Vice President, CRE Director, CRE Director, CRE Process Management Manager, CRE Director, CRE 32
33 Organizational Challenges Centralize or decentralize Organize in multi-functional teams or by discipline In-house or outsource Prudential - Today Define value proposition to business units Consulting vs. mandate role Provide priority to business units vs. enterprise 33
34 Prudential Future Since Prudential went public in 2001 our earnings per share have grown at a compound annual rate of 30% until In the economic downturn, our stock dropped from $100/share to $11/Share and is currently at $63/Share On an after-tax adjusted operating income basis, our Financial Services Businesses earned $3.0 billion in 2010 or $6.27 per share of Common Stock New CEO Key Objective Talent Management and Retention 34
35 Prudential Future ESFS New Business Model Expenses Review our cost structure and targeted efficiencies Value proposition Understanding customer needs, what services we offer that meet those needs and what is the value of those services Market Segment Group of customers we want to target, including new customers Market Position Identify competitors and potential strategic partners Competitive Strategy Develop and sustain competitive advantage by means of cost differentiation, expertise and risk mitigation 35
36 Change Agents CRE service delivery model change agents/drivers Senior management changes Changes in economic market conditions Real estate portfolio profile Changing labor market Domestic or International focus 36
37 Prudential Future ESFS Future Objectives Understand company direction Partner with business units Partner with service providers Continuously review the service delivery model CUSTOMER SATISFACTION 37
38 38
How To Make Money From Real Estate Outsourcing
Global Corporate Services Overview Mike Lafitte President, Institutional & Corporate Services #1 Provider Of Every Outsourced Real Estate Service Transaction Management Project Management Property and
More informationWhy Priority Properties? Features and Benefits. Click Here For Details
Why Priority Properties? Features and Benefits Click Here For Details YOUR VISION OUR PRIORITY Priority Properties - Locations STL CIN CIN Priority Properties 50 Properties in 14 states totaling approximately
More informationWhy Priority Properties?
Why Priority Properties? Agenda Experience Benefits Focus Economics Innovation Compatibility Services Available Sample of Locally Managed Assets Site Plan Example Key Objectives The Answer: Priority Properties
More informationEffective Workspaces. Understanding how your space and location decisions can improve your organization s impact, staff morale and your bottom line
Effective Workspaces Understanding how your space and location decisions can improve your organization s impact, staff morale and your bottom line Today s Agenda Objective 1: Objective 2: Objective 3:
More informationDoes Your Outsourcing Strategy Give You the Resiliency to Thrive in a Down Economy? May 6, 2009
Does Your Outsourcing Strategy Give You the Resiliency to Thrive in a Down Economy? May 6, 2009 Agenda Positioning Your Company for Future Growth with a Flexible Back Office - Archstone Consulting Ensuring
More informationCharlene Hamrah (Investment Community) (212) 770-7074 Joe Norton (News Media) (212) 770-3144
Contact: Charlene Hamrah (Investment Community) (212) 770-7074 Joe Norton (News Media) (212) 770-3144 AIG REPORTS FIRST QUARTER 2006 NET INCOME OF $3.20 BILLION NEW YORK, NY, May 10, 2006 American International
More informationFinancial Services Practice. Bridging the gap between business & technology
Financial Services Practice Bridging the gap between business & technology What we do 02 Purple allows its clients to have a single entity to manage its technology portfolio so that they can focus on achieving
More informationOrganization transformation in times of change
Organization transformation in times of change Insurance is sold, not bought is a phrase of unknown attribution, but common wisdom for decades. Thus, insurers and most financial services organizations
More informationDepartment of Human Resources
Workforce Services Workforce Policy and Planning Department Management/ Human Resource Information Systems Employee Relations Employment Compensation and Workforce Analysis Employee Benefits Organizational
More informationexperience matters our services
commercial REAL ESTATE experience matters While no two clients needs are exactly alike, we at Levrose have been working with landlords, tenants, buyers and sellers in helping with their specific requirements
More informationReal Estate Investment Trusts (REITs) The International Standard for Property Investment
Real Estate Investment Trusts (REITs) The International Standard for Property Investment What is a Real Estate Investment Trust (REIT)? A REIT is a listed company, used to hold rental investment properties.
More informationCompany Profile. The Home of Investments
Company Profile About Us Atmosphere Real Estate is one of the successful businesses that is owned and founded in 2013 by a diligent businessman who has a variety of establishment in Dubai. A fast growing
More informationInvestment Banking. Equity Capital Markets
Investment Banking Equity Capital Markets Raymond James Capital Markets Our mission is to remain a premier investment bank built on trust and relationships. We combine insightful, highquality research
More informationOutsourcing: Building Successful Strategies
Outsourcing: Building Successful Strategies Neil Roberts New Business Initiatives Ed McMahon USD Clearing Outsourcing: Building Successful Strategies Neil Roberts New Business Initiatives Ed McMahon USD
More informationOffice Technologies Managed Services Professional Services. SERVING OVER 18,000 CUSTOMERS IN THE NYC & TRI-STATE AREA tomorrowsoffice.
Office Technologies Managed Services Professional Services Agenda What s Changed? Office Technologies Solutions Beyond Your MFP The New Atlantic Protecting Your Business What s Changed What s Changed?
More informationReal Estate Lifecycle Management
Solution in Detail Enterprise Asset Management Executive Summary Contact Us Real Estate Lifecycle Management Boost Your Real Estate Portfolio Portfolio Management Optimized Management Managing corporate
More informationManagement Services. Optimum. Property Management Facility Management Construction Management Relocation Management NAI OPTIMUM
NAI OPTIMUM Management Services Property Management Facility Management Construction Management Relocation Management NAI 1701 48th Street Suite 111 West Des Moines Iowa 50266 tel 515 309 4002 fax 515
More informationCRM for Real Estate Part 1: Why CRM?
CRM for Real Estate Anne Taylor Contents Introduction... 1 Typical Challenges for Real Estate... 2 How CRM can Help... 3 Conclusion... 6 Introduction Some Real Estate organizations are still asking why
More informationBARRY F. LORENZETTI MISSION STATEMENT A MESSAGE FROM THE PRESIDENT
15 MISSION STATEMENT To be the most professional, client-oriented and innovative insurance brokerage and consulting firm in Canada, through a disciplined and dedicated team approach. A MESSAGE FROM THE
More informationPrudential Relocation
2005 Prudential Financial, Inc., Newark, NJ, USA. All rights reserved. www.prudential.com/relocation 05/05 PREL-D1676 is transforming global mobility. SM As today s global economy evolves, corporations
More informationAsset Management Services. Partnering with Healthcare Systems & Physicians. A Leading Owner of Medical Office Buildings
A Leading Owner of Medical Office Buildings Partnering with Healthcare Systems & Physicians Asset Management Services 16435 North Scottsdale Road Suite 320 Scottsdale, AZ 85254 Phone: 480.998.3478 Fax:
More informationRetail Banking. Jill Wyman & Jill Stanton. EVPs & Co-Chief Retail Banking Officers. Investor Day August 15, 2012
Retail Banking Jill Wyman & Jill Stanton EVPs & Co-Chief Retail Banking Officers Investor Day August 15, 2012 Retail Banking Retail Summary: 122 sales centers (1) 153 ATMs $3.6 billion in deposits $1.1
More informationWealth Management and Securities Services
U.S. Bancorp Investor Day Wealth Management and Securities Services Terry Dolan Vice Chairman September 12, 2013 # Forward-looking Statements and Additional Information The following information appears
More informationGlobal Growth Strategy
Global Growth Strategy Jones Lang LaSalle Global strategy for renewed growth G1 Build our leading local and regional market positions G2 G3 G4 Grow our leading positions in Corporate Solutions Capture
More informationHow To Compete In A Global Market
Global Corporate Solutions: The Legal Sector Summer 2013 Introduction The challenging global market economy is impacting the legal sector causing a downward pressure on fees increasing competition. From
More informationBENCHMARKING OF BUSINESS INCUBATORS. in the Republic of Moldova. Aurelia Braguta
BENCHMARKING OF BUSINESS INCUBATORS in the Republic of Moldova by Aurelia Braguta BENCHMARKING OF BUSINESS INCUBATORS in the Republic of Moldova 1. Does a business incubator need to have a business plan
More informationlast page of this release. 3 Operating margin is calculated as operating income divided by net revenues.
By: EARNINGS RELEASE Expeditors International of Washington, Inc. 1015 Third Avenue, Suite 1200 Seattle, Washington 98104 CONTACTS: R. Jordan Gates Bradley S. Powell President and Chief Operating Officer
More informationVP, Deputy Chief Legal Officer, Annuities and Individual Life Insurance - ANN000l1 Legal Shelton, CT
Prudential Job Openings dated 6-10-16 LAW VP, Deputy Chief Officer, Annuities and Individual Life Insurance - ANN000l1 Shelton, CT Prudential is seeking a dynamic and experienced attorney with management
More informationCBRE GROUP INC. Headquartered in Los Angeles, CBRE Group, Inc. is the world s largest commercial real estate services firm. We are a Fortune 500 and
Singapore SERVICES 2012 CBRE, Inc. Information herein is based on third party sources we believe reliable and we do not assure its accuracy or completeness. Offerings are subject to price changes, rental,
More informationPublic Relations & Strategic Marketing Advancing ALLIANCE NETWORK Members in the New Media Age
Public Relations & Strategic Marketing Advancing ALLIANCE NETWORK Members in the New Media Age David Middleton Executive Vice President ALLIANCE Business Centers NETWORK Why Public Relations? Increasingly,
More informationSample Strategy Maps. Best Practice Strategy Maps
Sample Strategy Maps Best Practice Strategy Maps Software Company Strategy Map Increased Shareholder Value Leader in Strategic Markets Diversify Revenue Streams Predictable Profitability Intimacy ebusiness
More informationEARNINGS RELEASE FOR IMMEDIATE RELEASE EXPEDITORS REPORTS FOURTH QUARTER 2014 EPS OF $0.51 PER SHARE 1
By: Expeditors International of Washington, Inc. 1015 Third Avenue, Suite 1200 Seattle, Washington 98104 EARNINGS RELEASE CONTACTS: R. Jordan Gates Bradley S. Powell President and Chief Operating Officer
More informationServices for the CFO Financial Management Consulting
IBM Global Business Services Services for the CFO Financial Management Consulting Financial Management Chief financial officers (CFOs) are currently in a highly visible, highly influential position. They
More informationGenerali, Your Loyal Insurance Partner Since 1831
Generali, Your Loyal Insurance Partner Since 1831 Generali Global Corporate & Commercial U.S.A generali.com 1 Assicurazioni Generali - Generali Global Corporate & Commercial U.S.A Generali. One of the
More informationwww.firstderivatives.com First Derivatives Data Management Consulting Overview
www.firstderivatives.com First Derivatives Data Management Consulting Overview Contents Contents Company Overview & Differentiators Data Management Consulting Why FD Data Management Consulting? Experience,
More informationCenterstone at a Glance
Centerstone at a Glance Established in 1998 / Privately-held LOCATIONS Seattle Los Angeles New York Washington DC Charleston, SC SERVICES National, Retained Executive-level and Board Director Searches
More informationINDUSTRY INSIGHTS: TO INSOURCE OR TO OUTSOURCE THAT IS THE QUESTION
INDUSTRY INSIGHTS: TO INSOURCE OR TO OUTSOURCE THAT IS THE QUESTION TO INSOURCE OR TO OUTSOURCE, THAT IS THE QUESTION By Simon J. Elliot Director of Business Development for Aramark s LifeWorks Restaurant
More informationCloud vision and capabilities
Nov 7, 2012 Cloud vision and capabilities - N-Cloud framework - Introduction Marv Mouchawar President, Cloud Services NTT DATA Inc Kazuhiro Gomi President & CEO NTT America Steve Nola CEO, Cloud Solutions
More informationYour Strongest Asset Is Us
Your Strongest Asset Is Us NAI James E. Hanson was able to meet our needs and find the perfect location for us About Us - Arthur Aranda Founder/President Garden State Mortgage NAI James E. Hanson is committed
More information34% 2008 contribution to operating revenue
Wealth Advisory Services 34% 2008 contribution to operating revenue Wealth Advisory Services WL s approach to wealth management Family relationships that extend across five generations, and professionals
More informationMANAGEMENT LEASING BROKERAGE ACQUISITIONS RECEIVERSHIPS
MANAGEMENT LEASING BROKERAGE ACQUISITIONS RECEIVERSHIPS CONCEPT Hold Thyssen, Inc. offers professional management, leasing and brokerage services to institutional and private investors throughout the United
More informationMadison Consulting Group. An Introduction to Business and Operations Consulting Services
An Introduction to Business and Operations Consulting Services May 2009 Table of Contents Introduction Consulting Services Practice Sample Projects Key Contacts 3 5 6 11 12 15 16 18 2 Who We Are Experience
More informationIFMA Facility Management Learning System - Table of Contents
Competency: Communication Chapter 1: Communication Fundamentals o Topic 1: The Nature of Communication o Topic 2: Effective and Efficient Communication o Topic 3: Cross-Cultural Communication o Topic 4:
More information1892 Founding. 2003 Expansion in wealth management. 2008 Expansion in individual disability insurance. 2013 Expansion in private wealth management
ia Financial Group Company Profile Data as at December 31, Description of ia Financial Group ia Financial Group (Industrial Alliance Insurance and Financial Services Inc.) is an insurance and financial
More informationACCOMPLISHING TOTAL ASSET MANAGEMENT
ACCOMPLISHING TOTAL ASSET MANAGEMENT by Alan Edgar and Eric Teicholz Facility assets have a significant effect on the financial and operational performance of every organization. Because these effects
More informationThe Challenge for HR Professionals:
The Challenge for HR Professionals: Using workforce analytics to support business strategy and fact-based decision-making 2015 National EMSI Conference September 23, 2015 Welcome Lindsay Scott Principal,
More informationRetirement Plan Consulting Proposal
The City of Haines City, FL 620 E. Main St Haines City, FL 33844 Retirement Plan Consulting Proposal Presented: August 2014 Gregg Fine, PRP, AIF Area Vice President Gallagher Benefit Services, Inc. 8333
More informationRethinking Office Development Reading Review
Rethinking Office Development Reading Review Book: The Commercial Offices Handbook (T.Battle) Chapter 1: The Global Office (F.Duffy) 4.181- Workshop Personal perspective on global office Four fundamental
More informationCanada School of Public Service 2012-13. Departmental Performance Report
Canada School of Public Service Departmental Performance Report Original version signed by: The Honourable Tony Clement President of the Treasury Board and Minister for the Federal Economic Development
More informationLand Advisory Group Specialized Real Estate Services
COLLIERS INTERNATIONAL Land Advisory Group Specialized Real Estate Services Accelerating success. Colliers International Land Advisory Group P. 1 This document has been prepared by Colliers International
More informationMitsubishi Electric Announces Consolidated and Non-consolidated Financial Results for Fiscal 2016
MITSUBISHI ELECTRIC CORPORATION PUBLIC RELATIONS DIVISION 7-3, Marunouchi 2-chome, Chiyoda-ku, Tokyo, 100-8310 Japan FOR IMMEDIATE RELEASE No. 3023 Investor Relations Inquiries Investor Relations Group,
More informationImplementing Enterprise Information Governance: A Practical Approach
Implementing Enterprise Information Governance: A Practical Approach TAD C. HOWINGTON, CRM, CA, FAI MANAGER, RECORDS AND INFORMATION COPANO ENERGY HOUSTON, TEXAS 512.627.9181 Learning Objectives Upon completion
More informationFly. Wealth and Retirement IT Hosting
Fly. Wealth and Retirement IT Hosting 02 SunGard Hedge 360 SunGard Wealth and Retirement IT Hosting SunGard IT Hosting 01 241bn The global cloud computing market will reach $241 billion in 2020. Achieve
More informationWealth Management Strategic Opportunities for Growth
Wealth Management Strategic Opportunities for Growth Chris Hodgson Executive Vice-President, Wealth Management Agenda Wealth Management strong business model Our challenge and opportunity Key strategies
More informationBranching out: FinTech, rising CRE costs driving design strategy for U.S. banks
Branching out: FinTech, rising CRE costs driving design strategy for U.S. banks United States 2015 Banking in 2015: How trends affect space design A JLL research study of recent office and retail leasing
More informationFISCHER CORPORATE SERVICES
FISCHER CORPORATE SERVICES The Elite Tenant Representative Corporate, Brokerage and Technology Solutions Fischer provides corporate services and real estate solutions that help clients aggressively reduce
More informationPROPERTIES. Smithfield, NC: 191,450 SF. Golden, CO: 227,500 SF. Clear Height: 32 Year Built/Renovated/Expanded: 1999/2006
INVESTOR PRESENTATION SPRING 2016 PROPERTIES Smithfield, NC: 191,450 SF Clear Height: 26 Year Built/Renovated/Expanded: 2001 Golden, CO: 227,500 SF Clear Height: 32 Year Built/Renovated/Expanded: 1999/2006
More information2015 NAIOP Chicago Awards for Excellence Finalists
CBRE CBRE Group, Inc., a Fortune 500 and S&P 500 company headquartered in Los Angeles, is the world's largest commercial real estate services and investment firm (in terms of 2014 revenue). The Company
More informationShareholder Recordkeeping
Shareholder Recordkeeping The Feasibility of Omnibus Accounting Presented by: Dragica Grbavac September 10, 2004 Agenda Introduction Business Model Background and study audit Scope & Assumptions The US
More informationSOLUTIONS FOR RETIREMENT SERVICES
SOLUTIONS FOR RETIREMENT SERVICES ONBOARDING RISK & COMPLIANCE OPERATIONS & IT PARTICIPANT SERVICES PLAN SPONSOR & ADVISOR SERVICES REPORTING TRADING DOCUMENT PREPARATION DISBURSEMENTS DATA AGGREGATION
More informationP R O P E R T Y M A N A G E M E N T
PROPERTY MANAGEMENT What We Do Cornerstone Commercial is a full service property management company with focus on properties in the Chicagoland area. Our mission is to ensure that our buildings are operating
More informationWealth management offerings for sustainable profitability and enhanced client centricity
Wealth the way we do it Wealth management offerings for sustainable profitability and enhanced client centricity The wealth management business is transforming. To delight their clients, firms must adopt
More informationExecutive Checklist to Transitioning Processes
Digital Innovation Series Executive Checklist to Transitioning Processes Building a Flexible Model The Digital Innovation Series traces the trends that are driving the digital-innovation imperative that
More informationThe First Decade: 1999-2009. Dow Jones Sustainability Indexes
The First Decade: 1999-2009 Dow Jones Sustainability Indexes The first decade Since 1999, a growing number of investors have started identifying sustainability issues as key factors for financial success.
More informationTrends in Global Employee Engagement
Consulting Talent & Organization Trends in Global Employee Engagement Trends in Global Employee Engagement Contents 3 4 5 6 7 8 9 10 14 15 Executive Summary Trends in Global Employee Engagement Employee
More informationNational Seniors Housing Group Specialized Real Estate Services
COLLIERS INTERNATIONAL National Seniors Housing Group Specialized Real Estate Services Accelerating success. This document has been prepared by Colliers International for advertising and general information
More informationAccenture Life Consolidation Services. Achieving sustainable high performance through platform consolidation
Accenture Life Consolidation Services Achieving sustainable high performance through platform consolidation Life & annuity platform consolidation Achieve up to 35 percent faster time-to-market and position
More information2013 Insurance Megatrends Survey Final Results
2013 Insurance Megatrends Survey Final Results 2013 Towers Watson. All rights reserved. About the Study Towers Watson s 2013 Insurance Megatrends survey was fielded online from March 19 th through April
More informationDeutsche Bank UK Banks Conference 07 April 2011 Chris Lucas, Group Finance Director
Deutsche Bank UK Banks Conference 07 April 2011 Chris Lucas, Group Finance Director Slide: Name Slide Thanks very much, it s a great pleasure to be here today and I d like to thank our hosts Deutsche Bank
More informationWealth Management: Global Private Banking
Michael Lagopoulos Head of Presentation to Analysts & Institutional Investors Toronto, April 22, 2005 Our global footprint 20,000 HNW Households 27 offices in 20 countries RBC is a top 20 global private
More informationSOLUTIONS FOR RETIREMENT SERVICES
SOLUTIONS FOR RETIREMENT SERVICES ONBOARDING RISK & COMPLIANCE OPERATIONS & IT PARTICIPANT SERVICES PLAN SPONSOR & ADVISOR SERVICES REPORTING TRADING DOCUMENT PREPARATION DISBURSEMENTS DATA AGGREGATION
More informationPractical Approaches to Achieving Sustainable IT Governance
Practical Approaches to Achieving Sustainable IT Governance Beyond Mandates: Getting to Sustainable IT Governance Best Practices Agenda IT Governance Definition IT Governance Principles IT Governance Decisions
More informationDriving an Aggressive Occupancy Cost Reduction Program: A White Paper for Corporate Real Estate
CBRE Global Research and Consulting Driving an Aggressive Occupancy Cost Reduction Program: A White Paper for Corporate Real Estate April 2013 Real estate is often the second largest expense on the income
More informationDriving an Upswing in a Downturn at PolyOne. High Performance through Business Transformation
Driving an Upswing in a Downturn at PolyOne High Performance through Business Transformation PolyOne Corporation is a premier global provider of specialized polymer materials, tailored services and end-to-end
More informationAttorneys on a Mission
Attorneys on a Mission Helping REITs achieve their goals Chicago Cleveland Columbus Detroit Miami West Palm Beach Firm Overview McDonald Hopkins is a business advisory and advocacy law firm that has been
More informationEND TO END DATA CENTRE SOLUTIONS COMPANY PROFILE
END TO END DATA CENTRE SOLUTIONS COMPANY PROFILE About M 2 TD M2 TD is a wholly black Owned IT Consulting Business. M 2 TD is a provider of data center consulting and managed services. In a rapidly changing
More informationCall to improve your financial situation TODAY! What is your financial situation going to look like in 5 years... Our Mission
OCG Properties, LLC Phone: 424. 757.4680 Fax: 310.347.4415 Email: invest@owenscg.com 1500 Rosecrans Avenue, Suite 500-406 Manhattan Beach, CA 90266 Web: www.ocgproperties.com What is your financial situation
More informationKeys to a Successful Outsourcing Transition
Keys to a Successful Outsourcing Transition finance.arvato.com Getting it Right the First Time: Keys to a Successful Outsourcing Transition A large part of success in outsourcing depends on a seamless
More informationSterne Agee Financial Institutions Investor Conference. David Carroll Senior Executive Vice President Head of Wealth, Brokerage and Retirement
Sterne Agee Financial Institutions Investor Conference David Carroll Senior Executive Vice President Head of Wealth, Brokerage and Retirement February 14, 2012 Wells Fargo vision We want to satisfy all
More informationArchitecting BPM Through a Center of Excellence at Wells Fargo Bank Paul Tazbaz, Enterprise Architect, Wells Fargo, California, USA
Building & Managing a Successful BPM CoE 11:00-11:30 Architecting BPM Through a Center of Excellence at Wells Fargo Bank Paul Tazbaz, Enterprise Architect, Wells Fargo, California, USA Architecting BPM
More informationDelphi Automotive PLC. Corporate Governance Guidelines
Delphi Automotive PLC Corporate Governance Guidelines TABLE OF CONTENTS DELPHI VISION AND VALUES... 3 Delphi Vision: Why We Exist and the Essence of Our Business... 3 Delphi Values: How We Conduct Ourselves...
More informationSuccessful Implementation of Enterprise-Wide Information Governance
Successful Implementation of Enterprise-Wide Information Governance ARMA Austin Monthly Meeting November 13, 2014 TAD C. HOWINGTON, CRM, FAI Manager, E- Records and Information Governance Kinder- Morgan
More informationTHE CAPACITY FOR MORE
THE CAPACITY FOR MORE WORLDWIDE BUSINESS ACTIVITY COVERAGE 42 332 3 7, 0 5 COUNTRIES A OFFICES B EMPLOYEES C TRANSACTIONS SALES 17,575 $116.9B TRANSACTIONS VALUE $189.8B LEASING 51,900 $72.9B VALUE TRANSACTIONS
More informationCAREER OPPORTUNITIES IN FINANCE Department of Finance, Real Estate, and Insurance
CAREER OPPORTUNITIES IN FINANCE Department of Finance, Real Estate, and Insurance PURPOSE OF THE ACADEMIC MAJORS The Bachelor of Science in Business Administration at CSUN offers options in Finance, Real
More informationCOMMUNIQUE. Information Technology (IT) Governance Guidance
COMMUNIQUE 14-COM-002 July 14, 2014 Information Technology (IT) Governance Guidance The Credit Union Prudential Supervisors Association (CUPSA) has established an IT Risk Working Group to focus on IT governance
More informationCRITICAL THINKING AT THE CRITICAL TIME TM
OFFICE OF THE CFO CRITICAL THINKING AT THE CRITICAL TIME TM FTI Consulting is a global business advisory firm that provides multidisciplinary solutions to complex challenges and opportunities. With more
More informationPepper Group Announces Acquisition of Oakwood Loan Servicing & Asset Management Platform
Press Release Wednesday, 11 September 2013 London, England Pepper Group Announces Acquisition of Oakwood Loan Servicing & Asset Management Platform Australian specialist financial services group, Pepper
More informationEvery Business Needs Money to Grow
Every Business Needs Money to Grow 1 Edward Lawings, President & CEO Kathleen E. Driver, Principal Partner Agenda 1 2 3 4 About EWL FINANCIAL Why EWL FINANCIAL Smart, simple choices, customized for you
More informationSTRATEGIC AND OPERATIONAL PLAN
STRATEGIC AND OPERATIONAL PLAN 2013-2015 2 3 Table of Contents Introduction Corporate Balanced Scorecard Revitalized... 5 Reorganizing Corporate Structure... 8 The Planning Process The Planning Process...
More informationBusiness Partner Program Guide
Business Partner Program Guide Business Challenges Require New Solutions A Comprehensive Approach to Partnering for Success. Panduit introduces an exciting program designed to help you become a better
More informationVice President, Global Marketing Institutional & Insurance. (Los Angeles, CA)
Vice President, Global Marketing Institutional & Insurance (Los Angeles, CA) Company Overview The Capital Group is one of the most experienced and successful Investment Management firms in the world earning
More informationOPPENHEIMER HOLDINGS INC. ANNUAL STOCKHOLDERS MEETING. New York, NY May 9, 2016
OPPENHEIMER HOLDINGS INC. ANNUAL STOCKHOLDERS MEETING New York, NY May 9, 2016 WELCOME to Oppenheimer s 2016 Annual Stockholders Meeting May 9, 2016 2 SAFE HARBOR STATEMENT This presentation and other
More informationTalent Management Leadership in Professional Services Firms
Talent Management Leadership in Professional Services Firms Published by KENNEDY KENNEDY Consulting Research Consulting Research & Advisory & Advisory Sponsored by Table of Contents Introduction.... 3
More informationThe Allstate Corporation. Bernstein 2015 Strategic Decisions Conference Thomas J. Wilson: Chairman and Chief Executive Officer May 28, 2015
The Allstate Corporation Bernstein 2015 Strategic Decisions Conference Thomas J. Wilson: Chairman and Chief Executive Officer May 28, 2015 Forward-Looking Statements and Non-GAAP Financial Information
More informationOur Mission: Your Success
Our Mission: Your Success Global Sourcing for Success Addressing Your Expectations Every organization is different, with unique challenges and opportunities. And yet, most companies today are working toward
More informationModeling in Corporate Real Estate
Modeling in Corporate Real Estate by Fred J. Klammt, principal Aptek Associates www.aptek.net fredk@jps.net Summary Corporate real estate (CRE) and facility professionals are constantly searching for better
More informationBenefit from the Vanguard difference
Benefit from the Vanguard difference Contents 2 About Vanguard 3 An enduring investment philosophy 4 A different way to invest 6 An indexing leader 7 A trusted partner for advisors in Canada 8 Contact
More informationWealth W Advisory Services September 2009
Wealth Advisory Services September 2009 Wealth Advisory Services WL s approach to wealth management Family relationships that extend across five generations, and professionals who have worked with the
More information