Speakers
Oliver Johnson
Chief Revenue Officer
SimCorp
Marc Schroter
Chief Product Officer
SimCorp
Melissa Brown
Managing Director, Applied Research
SimCorp
Ian Rees
Senior Product Manager,
SimCorp
Chris Westfall
Head of Investment Platform and Operations Technology
Liberty Mutual Investments
Tim Luyet
GTM Strategy Principal
SimCorp
Colin Zvaniga
CEO
CDC Services
Eric Lapham
Head of Asset Management Sales
SimCorp
Shirley Zhang
Managing Director, Sales
SimCorp
Mikaela Karlsson
Senior Manager
SimCorp
Rory Moran
Presales Principal
SimCorp
Moderator: Julie Zaccaria, Head of North American Partnerships, SimCorp
Asset Management Forum
Date: May 15, 2024
Time: 12 PM – 6 PM EST
Location: Boston Place Convene, 201 Washington St, Boston, MA 02108
Asset managers today are grappling with challenges stemming from global economic uncertainties, rapid technological advancements, and shifting regulatory frameworks. More importantly, we are seeing major shifts in investor asset allocation trends. To address these trends, the demand for agility and creativity, and the need for firms to get closer to their clients is more pressing than ever.
Join our Asset Management Forum for a deep dive into how you can use technology to build and maintain trust, and provide transparency to your clients. Hear from leading industry expert Melissa Brown, managing director of applied research, get updates from members of SimCorp’s c-suite, and network with your peers from across the industry.
Agenda
12 PM – 1 PM
Lunch & Learn: SimCorp Front Office demo
- SimCorp One's Front to Back SaaS platform with integrated ABOR & IBOR, Data Warehouse, Data Management, Client Reporting and Portal, and Axioma Risk Platform and Optimizer.
1 PM – 2 PM
SimCorp of the Future
- Understanding the benefits of a simplified package and a quicker Implementation time.
- Challenges with new technology adoption.
2 PM- 2:40 PM
Client Communications
2:40 PM- 2:55 PM
Break
2:55 PM – 3:35 PM
Keynote – Three key investment themes for 2024 and beyond
- An overview of market-driving forces and risks investors face this year and beyond.
- How to use stress testing to understand portfolio impacts of these forces and risks.
3:35 PM – 4:05 PM
Best-of-Breed within all-in-one
- How the integration of SimCorp and Axioma will build a powerful portfolio management and risk system.
- Embedding optimization into SimCorp’s Front-office platform for streamlined workflow.
- Integration of multi-asset risk models into SimCorp Dimension or leverage SimCorp IBOR for quicker full risk system implementation.
4: 05 PM – 4:45 PM
Scale your multi-asset class investing goals
- The role technology plays in a multi-asset investment strategy.
- Public versus private sectors and security types.
- The latest views on the front-to-back landscape for buy-side Asset Managers, including buy versus build strategies, and Best of Breed versus one vendor choices in the market.
4:45 PM – 5:45 PM
Closing & Networking Happy Hour
- Please join us in the Gallery for drinks and light bites!
Sign up for the event