Business Management, Virtual Events & Programming

The Digital Buy-Side – Managing Data as an Asset

Wednesday, October 7 | 1:00 PM - 2:30 PM

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Cvent Transition Guide

Overview

Join us as we discuss the fast-evolving topic of data management from an asset manager’s perspective. Buy-side information requirements have quickly moved away from a focus on isolated trading, reference data, accounting, and client reporting systems. Designing, building, and integrating the right architecture for the future has become of existential importance given technological advances, competition, and client demands.

Our expert panel will provide participants with valued perspectives on how to address these critically-important firm-level decisions – identifying data requirements and opportunities, establishing governance and capabilities, selecting partners and systems, and managing implementations – with the goal of ensuring that managers benefit from the latest thinking and current best practices.

Participants (asset manager/fund COOs, CTOs, as well as other operations, technology, trading, and compliance specialists) will benefit from hearing a diverse set of views expressed by established market participants with complementary perspectives and expertise.

CFA Society New York continues to provide our community with the ability to hear from and ask questions of market experts during this period of heightened change.

Agenda

1:00 PM | WELCOMING REMARKS


1:05 PM | PANEL DISCUSSION, Q&A

Moderator

Yaacov Weinstock, CFA

Panelists

Chris Beels, CFA, FRM, Co-CTO, GoldenTree Asset Management

Adam Davis, Principal, Global Practice Lead – Data, Reformis

Evan Fire, COO, Pzena Investment Management 

Arnold Wachs, Principal, Data Management Practice Lead, Cutter Associates


2:30 PM |  CLOSING REMARKS

Alton Crooks, CFA, MBA, Managing Director, Fidelis Capital LLC

Additional Details

Learning Outcomes

  • Exchange of views
  • Provide market intelligence regarding trading platforms, vendors, installation best practices and trends
  • Thought leadership by different subject practitioners