5^th Annual Asset Management Industry Forum
December 8, 2009

• The state of asset management industry globalization-- the trends, threats, and opportunities that alternate service models present to the industry
• Enterprise case studies that utilize first-hand experience to explain how asset management firms leverage economies of scale by outsourcing front, middle, and back office functions to shared service providers
• The role of offshoring in the full outsourcing value chain for asset managers
• Data management tools and best practices for asset managers
• Best practices in creating and monitoring service level agreements to manage relationships and agreements in the asset management industry
• The changing face of institutional and SMA investors and how that poses new challenges to asset managers. How asset managers are stepping up to meet the challenges of evolving products as well as clients' demands for transparency
• Challenges posed by alternative investments in the current operating model
• The challenges of regulations on asset managers
• Risk management best practices
• The struggle to collaborate and compete within the asset management industry

Who Will Attend?

• Fund Managers
• Retirement and Pension Fund Advisors
• Investment Managers
• Insurance Companies
• Trade Associations
• Trustees
• Hedge Fund Managers
• Institutional Asset Managers
• Mutual Fund Managers
• Retail Asset Managers
• Chief Outsourcing Officers
• Chief Information Officers
• Chief Operations Officers
• Heads of Legal Departments
• Heads of Compliance Departments
• Directors or Direct Reports of the CIOs and CTOs
• Project Managers of IT and BPO Initiatives and Programs
• Chief Information Security Officers
• Others involved in enterprise-level outsourcing decisions

Past Events Participation