Meet Peers, Boost Profits, Cut Costs

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1 FREE attendance for qualified delegates from buy-side firms May 20, London Jumeirah Carlton Tower Meet Peers, Boost Profits, Cut Costs The Buy-Side Technology European Summit offers practical solutions for optimising trade execution and increasing operational efficiency, whilst keeping costs to a minimum Speakers include: Morning Keynote: Paul Stevens Chief Information Officer, LEGAL AND GENERAL INVESTMENT MANAGEMENT Afternoon Keynote: Graham Kellen Head of Distribution and Fund Services IT, SCHRODERS Antonio Novillo CIO/CTO, Active Alternatives and Passive, DEUTSCHE BANK ASSET MANAGEMENT Erik Vynckier Chief Investment Officer, ALLIANCE BERNSTEIN Barney Dalton Chief Technology Officer, ASPECT CAPITAL Barry King Technical Specialist/ Markets Infrastructure and Policy Department, FCA Panel sponsors: Co-sponsor: Hosted #bsteurope

May 20, London Welcome Dear Colleague, On behalf of Waters magazine and WatersTechnology, I am delighted to invite you to the 4th annual Buy-Side Technology European Summit, taking place on May 20 at

2 May 20, London Welcome Dear Colleague, On behalf of Waters magazine and WatersTechnology, I am delighted to invite you to the 4th annual Buy-Side Technology European Summit, taking place on May 20 at the Jumeirah Carlton Tower Hotel in London. The 2014 agenda has been compiled specifically for buy-side executives such as yourself, providing you with a unique forum to discuss the range of issues currently affecting the global investment management industry. This year s conference will provide you with an opportunity to discover and discuss the latest strategies, hottest trends, and most advanced tools to help you improve your operational efficiency and navigate the current regulatory landscape. One of the highlights of this year s event is our opening C-level panel discussion, featuring key industry leaders from a number of well-known buy-side firms, who will focus on the most pressing technology and operational issues currently facing the industry. Who should attend Buy-Side Technology Europe 2014? Founders and Partners C-level Executives: Chief Investment Officers/Chief Operating Officers/ Chief Technology Officers/Chief Information Officers Global, Regional, Country Heads: Directors and Senior Management with responsibility for: Trading (Equity/Fixed Income/ FX) IT Operations Risk Management Portfolio Management/ Investment Management Performance Measurement/ Performance Attribution Investment Risk Data Management Vendor Management We are also delighted to announce that the following speakers will be delivering presentations: Paul Stevens, CIO, LEGAL AND GENERAL INVESTMENT MANAGEMENT, will examine whether people can trump processes and technology in the future of buy-side firms Barry King, Technical Specialist/ Markets Infrastructure and Policy Department, FCA, will provide a presentation on the impact of derivatives reform across the buy-side Graham Kellen, Head of Distribution and Fund Services IT, SCHRODERS, will share his views on the way in which disruptive technologies such as social media and big data can change the role of the architect With such a diverse range of executive speakers representing leading buy-side firms from across Europe, this year s event is not to be missed. We look forward to welcoming you on May 20. Regards, VICTOR ANDERSON Editor-In-Chief, WATERS AND WATERSTECHNOLOGY What s in it for you? Gain competitive advantage in the coming year by acting on practical guidance given in the exclusive C level roundtable and thought provoking panel discussions Discover how to mitigate risk, lower cost and increase operational efficiency through outsourcing Understand and prepare for the impact of pending regulations on OTC derivatives trading Assess the benefits of optimising your front desk, implementing a data governance model and investing in the latest technologies

3 May 20, London Morning Programme Welcome remarks Victor Anderson, Editor-in-chief, WATERS AND WATERSTECHNOLOGY Keynote address: People Process Technology: The trinity of change. Which matters the most? Paul Stevens, Chief Information Officer, LEGAL AND GENERAL INVESTMENT MANAGEMENT C-level Roundtable: Turning change into opportunity: Leveraging your technology to create innovation within the business Understanding which areas of your business will benefit from the investment of latest technologies what are the risks involved? Disruptive technologies: Generating new opportunities for business development? How is regulation impacting on technology investment and how are costs being managed? The need for speed and agility: Modernising your technology infrastructure to increase your performance and speed of change Implementing a multichannel customer communication strategy across your organisation Moderator: Jogi Narain, CTO, FGS CAPITAL Antonio Novillo, CIO/CTO Active, Alternatives and Passive, DEUTSCHE BANK ASSET MANAGEMENT Chris Sims, CTO, IGNIS ASSET MANAGEMENT Barney Dalton, CTO, ASPECT CAPITAL Regulatory keynote presentation: The impact of derivatives reform on the buy-side Barry King, Technical Specialist / Markets Infrastructure and Policy Department, FCA Morning break and opportunity to network Presentation: To be announced Panel: Preparing for the effects of pending regulations on OTC derivatives trading What is the impact of Basel III, EMIR and MiFID II on the buy-side s OTC derivative trading and are your systems ready? A transparent market: Complying with Dodd Frank and the implementation of SEFS Examining existing collateral management practices in response to new regulations What solutions are available to overcome the complexity of reporting requirements Organising your front, middle and back office to ensure data aggregation for the new trading environment Daniel A. Sullivan, Head of Vendor Management, JP MORGAN ASSET MANAGEMENT Erik Vynckier, Chief Investment Officer, ALLIANCE BERNSTEIN Luke Ransley, Head of Operations, FRIENDS LIFE INVESTMENTS Panel: Reaping the rewards from your IBOR investment Are we close to achieving a standardised IBOR architecture and market offering? Buy, build or both? Exploring the pros and cons of in-house implementation, vendor offerings and outsourcing Establishing the right operational model to enhance the value of your data and decision making Where is your IBOR? Utilising vendor offerings to better meet the IBOR demand What is the key to success in the development of your IBOR? Moderator: Jon Rushman, Professor of Practice, Finance Group, WARWICK UNIVERSITY BUSINESS SCHOOL Ian Hunt, Manager of Investment Book of Record Analysis, M&G Andy Flawn, Head of Investment and Market Systems, UNIVERSITIES SUPERANNUATION SCHEME Paul Charie, Buy-side Business Development, FIDESSA

4 Afternoon Programme Lunch break and opportunity to network Chairman s opening remarks James Rundle, Deputy Editor, SELL-SIDE WATERS AND WATERSTECHNOLOGY Panel: How can you build a business case for a data governance model in an era of increasing regulations and rising costs? Data governance: Culture change, IT Project case, or both? Establishing lines of communication and sharing your data governance strategy with the business Implementing a successful data governance model to lower your data management costs Holistic data governance: A Framework for competitive advantage? How can your governance model help shape your big data strategy? Moderator: Phil Tattersall, Director and founder, SIMITAS Igor Lobanov, Enterprise Architect, LEGAL AND GENERAL INVESMENT MANAGEMENT Tarun Chudasama, Head of Information Management, INVESTEC ASSET MANAGEMENT Keynote presentation: The evolving workforce how will disruptive technologies such as social media and big data change the role of architect? Graham Kellen, Head of Distribution & Fund Services IT, SCHRODERS Afternoon break and opportunity to network Reviewing the future of the outsourcing process to mitigate risks, lower costs and increase operational efficiency To what extent are regulations influencing the adoption of outsourcing? Understanding your accountability and that of your outsourced provider do you have an effective contingency plan in place? The art of communication: Managing your service provider and ensuring that their delivery model best fits your business goals How can you utilise technology to enhance management of your service provider and address Resilient Risk and Oversight Risk? Innovative outsourcing: Using the expertise of an outsource provider to advance into new markets and new products Moderator: Philip Allery, Senior Legal Advisor, PHOENIX LIFE Scott Bachmann, Head of EMEA Performance Measurement Asset Managers, NORTHERN TRUST Tom Cunningham, IT Director, JUPITER ASSET MANAGEMENT Cath Rawcliffe, Sales & Marketing Director, SIMCORP Jon Evans, Director, Business Development, EMEA, CHARLES RIVER Tom Kirkpatrick, Managing Director, SS&C GLOBEOP Panel: Optimising front office efficiency: The next frontier for tools and technologies Revolutionising front-desk infrastructure: Advances in automated trading technology, smart algorithms and machine learning Balancing investment and innovation: What are the technologies that add real value to the front office? How to achieve optimum consolidation of front office tools and services and maximise cost reductions Maximising the ROI from cloud computing: Smart computing in the cloud to increase security, transparency, and efficiency SAAS vs PAAS vs IAAS vs XaaS: What are the magic letters to maximise the benefits from new technology? Moderator: Peter Van Kleef, Managing Director, LAKEVIEW Siobhan Doyle, COO Fixed Income, SCHRODERS Vipul Chandna, Head of Investment Management Applications, SARASIN & PARTNERS Chairperson s closing remarks James Rundle, Deputy Editor, SELL-SIDE WATERS AND WATERSTECHNOLOGY Cocktail Reception

May 20, London Panel sponsors Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes.

5 May 20, London Panel sponsors Charles River provides an end-to-end solution to automate front- and middle-office investment management functions across asset classes. The Charles River Investment Management Solution scales easily, and supports the entire investment lifecycle on a single platform, from decision support activities through compliance, trading and post-trade settlement. The solution offers a simplified operating model that includes enterprise software, data, application management/upgrades, hosting and FIX network to improve investment professional productivity, control risk and lower technology costs. Charles River serves more than 350 firms in 43 countries in the institutional asset and fund management, private wealth, alternative investments, insurance, banking and pension markets. crd.com Fidessa s buy-side solutions cover every stage of the investment process, and every instrument you might want to trade. We provide sophisticated order generation tools to support investment decisions, manage exposures and utilise cash effectively, and multi-asset class trade execution capabilities with integrated market data and analytics. Our fully hosted and managed trading services are accessible from any order management system or portfolio management system and include FIX connectivity to 800 brokers and 200 markets worldwide. Fidessa s multi award-winning Sentinel platform is the industry standard for pre- and post-trade compliance management. fidessa.com Since 1971, SimCorp has been providing investment and portfolio management software and services to the world s leading investment managers, asset managers, fund managers, fund administrators, pension funds, insurance funds and wealth managers. Its product, SimCorp Dimension, is the most comprehensive state-of-the-art investment management system on the market today. Built on a truly integrated platform and one single database, it offers automated processing solutions that eliminate the need for multiple interfaces between disparate systems and the costs that come with it. Completely modular, the system can be configured precisely for a client s functional needs, compliance demands, and instrument-handling requirements. The topic of Dear CEO is of particular interest to SimCorp. SimCorp, along with its partners, recently launched a Resilience and Oversight Service for asset managers to mitigate resilience risk. simcorp.com SmartStream provides Transaction Lifecycle Management (TLM ) solutions and Managed Services to dramatically transform the middle and back-office operations of financial institutions. Over 1,500 clients, including more than 70 of the World s top 100 banks, 8 of the top 10 asset managers, and 8 of the top 10 custodians rely on SmartStream s solutions. SmartStream delivers greater efficiency, automation and control to critical post trade operations including: Reference Data Operations, Trade Process Management, Confirmations and Reconciliation Management, Corporate Actions Processing, Fees and Invoice Management, Cash & Liquidity Management and Compliance Solutions. Used independently or as a suite of solutions and services, clients gain a lower cost-per-transaction whilst reducing operational risk, aiding compliance and improving customer service levels. smartstream-stp.com SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices around the world. Some 5,500 financial services organisations, from the world s largest institutions to local firms, manage and account for their investments using SS&C s products and services. These clients in the aggregate manage over $26 trillion in assets. ssctech.com Co-sponsor Eagle Investment Systems is committed to helping financial institutions worldwide grow assets efficiently with its innovative portfolio management suite of data management, investment accounting and performance measurement solutions that are delivered over its secure private cloud, Eagle ACCESS(SM). Eagle deploys trusted solutions and services that create operational efficiencies and help reduce complexity and risk. Backed by the innovation, passion, commitment and experience of our employees, Eagle Investment Systems integrated technology, products and services help our clients to grow their assets efficiently and effectively. Eagle Investment Systems LLC is a subsidiary of BNY Mellon. eagleinvsys.com Sponsorship Information If you would like to come on board as a sponsor for the Buy-Side Technology European Summit 2014, please contact: Tom Riley T: +44 (0) E: tom.riley@incisivemedia.com

FREE attendance for qualified delegates from buy-side firms May 20, London REGISTRATION Vendor rate (software/service providers, consultancies and exchanges) 999 + VAT Early-bird vendor rate (expires

com Phone: +44 (0)870 240 8859 (UK) / +1 (646) 736 1894 (US) 749 + VAT 449 + VAT 349 + VAT complimentary Qualified buy-side firms include asset management firms, hedge funds, pension funds, family

VENUE Jumeirah Carlton Tower Cadogan Place, London, SW1X 9PY TERMS & CONDITIONS Warning: Buy-side Technology European Summit is a registered trademark, and the titles, contents and style of this

6 FREE attendance for qualified delegates from buy-side firms May 20, London REGISTRATION Vendor rate (software/service providers, consultancies and exchanges) VAT Early-bird vendor rate (expires March 28) Sell-side rate (investment banks) Early-bird sell-side rate (expires March 28) Qualified buy-side firms* HOW TO BOOK Online: victoria.cozens@incisivemedia.com Phone: +44 (0) (UK) / +1 (646) (US) VAT VAT VAT complimentary Qualified buy-side firms include asset management firms, hedge funds, pension funds, family offices, private banks and investment management firms. VENUE Jumeirah Carlton Tower Cadogan Place, London, SW1X 9PY TERMS & CONDITIONS Warning: Buy-side Technology European Summit is a registered trademark, and the titles, contents and style of this brochure are the copyright of Incisive Media. We will act on any infringement of our rights anywhere in the world. Incisive Media. Cancellation: A refund (less 10% administration fee) will be made if notice of cancellation is received in writing three weeks before the event. We regret that no refunds can be given after this period. A substitute delegate is always welcome at no extra charge. Disclaimer: The programme may change due to unforeseen circumstances, and Incisive Media reserves the right to alter the venue and/or speakers. Incisive Media accepts no responsibility for any loss or damage to property belonging to, nor for any personal injury incurred by, attendees at our conferences, whether within the conference venue or otherwise.

Discover the latest value-enhancing and risk-minimising opportunities for the European indexing and ETF industry

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