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Case Study: Transformations in Middle and Back Office Technology and Operations Platform for Investment Managers
New YorkDec 08, 2009
Lou Maiuri
BNY Mellon Asset Servicing
Global Head of Outsourcing
Philip N. Russo
Delaware Investments
Executive Vice President, Chief Administrative Officer
 
Industry Leader's Forum (Panel): Operations and technology challenges in supporting growth of asset classes and strategies within investment management industry
New YorkDec 08, 2009
Dwayne Cosby
Strategic Transformation Ameriprise Financial, Inc.
Vice President
Joseph Conway
Brown Brothers Harriman
Senior Vice President
Muthukumar Krishnan
Infosys Banking & Capital Markets Consulting Practice
Senior Principal
 
Expert Perspective: Best practices in data management outsourcing
New YorkDec 08, 2009
Ronan Brennan
MoneyMate
CTO
Guy Fiumarelli
Lazard Asset Management
Director
Michael Leinweber
Schroders Investment Management
Head of Digital - Americas
 
Panel Discussion: Investment Solutions-Next Generation Global Investment Products and Solutions
New YorkDec 08, 2009
Benjamin Bornstein
Indigo Asset Management
Managing Partner
Kevin D. Mahn
Hennion & Walsh
Managing Director & Chief Investment Officer
Spiros Giannaros
Charles River Investment Management
Vice President, Sales, Americas
Serge Troyanovsky
BNP Paribas
Director Equities & Derivatives Group
 
Panel Session: Collaborate to Compete: "Total vs. Componentized" Approach to Outsourcing
New YorkDec 08, 2009
Gary Levy
Ivy Asset Management LLC
Director and Head of Fund Administration
Chaz Foster
Lazard
Managing Director
Alan Schneider
Institutional Portfolio Services Citi
Director, Product Manager
 
Panel Discussion: Emerging Business Strategies in Global Sourcing – Opportunities and Challenges
New YorkJun 04, 2009
Srini Krishnamurthy
A large diversified financial services organization
Head of Global Sourcing function
Alan Mammen
GE Corporate
GDC Program Manager
Allison Sagraves
A Top 20 U.S. bank
Head of Global Sourcing
 
Managing the Challenges of Change - Given the unprecedented financial crisis at hand, how can the change program be delivered to increase efficiencies and maximize return on investment?
New YorkJun 04, 2009
Lauralee E. Martin
Executive Vice President and Chief Financial and Operating Officer
Head of Global Sourcing function
William Packer
American International Underwriters
Senior Vice President, Global Operations
Robert M. Finkel
Milbank
Partner Technology, Communications and Outsourcing Group
 
Research Perspective: Retail Banking Outsourcing Trends
New YorkJun 04, 2009
Karl Keirstead
Kaufman Brothers
Senior Equity Analyst, Software and IT Services
Andrew J. Clipper
Citi Markets & Banking
Director, Securities and Fund Services
Niraj Patel
Witmer LLC
Founder
 
Panel Discussion: Enterprise Outsourcing Management – Compliance, Governance, Contracts, and Regulations
New YorkJun 04, 2009
Gregg Goldman
UBS AG
Executive Director and the Global Head of Legal for IT Infrastructure and Group Offshoring
Greg Shaw
Financial Services Professional
Dwayne Cosby
Strategic Transformation Ameriprise Financial, Inc.
Vice President
 
Practice Leader's Forum: Innovation of Product - Strategy for existing and untapped markets
New YorkSep 23, 2008
David C. Jacobson
UBS
Trusts and Estates Consultant
Serge Troyanovsky
BNP Paribas
Director - Equities & Derivatives
Gordon Latter
Merrill Lynch Global Securities Research & Economics Group
Head of Pension and Endowment Strategy
 
Industry Leader's Forum (panel): Operations and Technology Challenges in supporting growth of alternative investments and strategies within investment management industry
New YorkSep 23, 2008
Chandresh Iyer
Citi
Managing Director, Global Transaction Services
Peter Keaveney
BNY Mellon Asset Servicing
Managing Director
 
Practice Leader's Forum (Panel): Innovation of Service Models implemented by companies to boost revenues, clientele
New YorkSep 23, 2008
Rajeev Sharma
NIIT
VP- Business Development (Financial Solutions)
Fabio Savoldelli
Optima Fund Management LLC
Chief Investment Officer
Charles Garcia
Blackrock Solutions
Director
 
Opportunities, Risks and Challenges in Achieving Success in Global Sourcing
New YorkMay 06, 2008
Srini Krishnamurthy
The Hartford
Vice President and Enterprise Sourcing Officer
Christy Long
Wachovia Bank
SVP, Global Supplier and Management Office
Peter Nag
Citigroup
Head of Global Wealth Management Offshore Initiative
 
Enterprise Change Management In Financial Services Outsourcing
New YorkMay 06, 2008
Allison Sagraves
Global Sourcing Director
Administrative Vice President
John Underwood
Ameriprise Financial Services, Inc.
VP Service Transformation
Arijit Sengupta
WNS Global Services
EVP Banking and Financial Services
 
Take the Risk out of Outsourcing
New YorkMay 06, 2008
Joe Buggy
Sutherland Global Services
SVP, Global Service Excellence
Robert Moore
Sutherland Global Services
PMP, AVP Global Transitions
 
Opportunities, Risks and Challenges in Achieving Success in Global Sourcing
New YorkMay 12, 2007
Nitin Rakesh
BPO Unit, Syntel
CEO
Chandresh P. Iyer
CitiGroup
Managing Director
Greg Shaw
State Street Corp. Globalization PMO
Senior Vice President
Ray Strecker
Tata Consultancy Services, N. America
Director, Financial Services Consulting
 
Collaborate to Compete/Total vs. the "Componentized" Approach to Outsourcing
New YorkMay 12, 2007
Christopher C. Remondi
Brown Brothers Harriman – Infomediary
Senior Vice President
Charles Garcia
Blackrock Solutions
Director
Tim Kafesjian
BNY Mellon Asset Services
FVP and Outsourcing Product Manager
 
Practice Leaders Forum: Service Levels Agreements Myths, Facts and Best Practices
New YorkMay 12, 2007
Wayne Weil
Bear Stearns
Managing Director
Srini Krishnamurthy
The Hartford
Vice President and Enterprise Sourcing Officer
John K. Halvey
Strategic Sourcing and Technology Group
Founder
 
Best Practices in Reference Data, Risk Management and Financial Management (Research, Analytics) Outsourcing in the Asset Management Industry
New YorkMay 12, 2007
David Hirschfeld
Morgan Stanley | Modelware
Managing Director
Ashish Kapur
Eagle Investment Systems
Principal
Jib Wilkinson
Deloitte Consulting LLP
Principal