Event Agenda

8:00AM - 8:45AM

Networking Breakfast

8:45AM - 9:00AM

Welcome and Opening Remarks

9:00AM - 9:45AM

The Transformation Triangle: Innovation, Agility, and Operational Excellence

What makes one financial services firm stand out from its competitors? The answer has less to do with technology and more to do with how the firm approaches governance, investment, strategy, and customer service. Those firms with organizational maturity and repeatable processes have the ability to adapt to economic and competitive changes, quickly deliver new products and services, and consistently deliver cost-effective services at defined performance levels to customers. An inside look at the transformations of firms including Marriott and PepsiCo will provides valuable lessons to financial firm executives continuing their transformation journey.

Faisal Hoque
Founder and CEO
BTM Corporation

9:45AM - 10:30AM

Industry Trends on Risk Management and Asset Manager Requirements:
A Perspective on How Asset Managers Are Focusing on Risk and How Service Providers Are Responding

As the regulatory environment continues to put additional pressures on asset management firms and their third party service providers, firm-wide risk management is now center stage. This session will examine the results of a risk management survey distributed to nearly 2,000 representatives of asset management firms, including operational risk, investment risk and the infrastructures created to address risk management.

Bruce Feibel
CFA, Managing Director
BNY Mellon

10:30AM - 10:45AM

Morning Networking Break and Interviews with FSO Managing Editor

10:45AM - 11:30AM

Industry Leaders Perspective: Global Multi-Sourcing Transformations
The financial crisis has impacted the global multi-sourcing market in unexpected ways. During this session, industry expert will weigh the pros and cons of using multiple vendors and evaluate the factors that drive clients to engage in multi-sourcing arrangements.
Alexei Miller
Partner, Executive Vice President
Jonathan Lindsell
Managing Partner
RedSkye Partners LLC
Dwayne Cosby
Vice President, Strategic Transformation
Ameriprise Financial Inc.

11:30AM - 12:15PM

Research Perspective: Outsourcing Trends in Investment and Asset Management Industry
The financial services firms are bracing themselves for escalating costs on account of meeting the regulatory and compliance requirements in the backdrop of the changing regulatory environment. Additionally, improving risk management practices and integrating enterprise-wide operations to acquire operational efficiency would be the daunting challenge they would have to face alongside controlling expenses. This session will focus on recent study by FSOkx on outsourcing trends in the Investment and Asset Management Industry; the emerging challenges within the financial industry and its impact on the financial service outsourcing landscape.
Dr. Shubhro Sen
Research Director
FSO Knowledge Xchange

12:15PM - 1:00PM

Networking Lunch and Interviews with FSOkx Managing Editor

1:00PM - 1:45PM

Industry Leader's Perspective: Business Process Outsourcing – Building High Value Operations
It's no longer sufficient to measure business process outsourcing success by cost reduction or process efficiency benchmarking. Today's BPO operational transformation requires deep functional, business, and technological knowledge that enables financial services firms to enter new markets, expand product offerings, meet regulatory requirements, and compete globally. In addition, firms must demand flexible implementation models and pricing options from their providers. This session will showcase best practices for transitioning from labor arbitrage to an environment that leverages domain expertise and allows firms to meet regulatory requirements and achieve scalability.
Michael Heeger
Director, Global Sourcing
Deutsche Bank AG
Anthony M. Iannuzzi
Senior Vice-President
Broadridge Financial Solutions

1:45PM - 2:30PM

Panel Discussion: Outsourcing Strategies in the Wake of Regulatory Reforms
The Dodd-Frank Act will have a far-reaching impact on financial services outsourcing, forcing financial firms to rework their traditional outsourcing models. This session will outline the impact of new regulations on financial services outsourcing and highlight how institutions should realign their strategic technology outsourcing initiatives to manage added cost pressures and limit systemic risk. Industry experts will also discuss how Dodd-Frank will impact outsourcer liability.
Roxanna Wall
Executive Director, Group Outsourcing & Offshoring
Vivek Pabby
Chief Operating Officer, MarkitSERV
DTCC Company
Andy Efstathiou
Nelson Hall

2:30PM - 3:15PM

Panel Discussion: Outsourcing Data-Driven Operating Models

Data and analytics are the bread and butter of financial services organizations. A data-driven operating model can improve decision-making, identify fraud patterns, and minimize risk, among other benefits. In this interactive session, panelists will describe strategies for moving an organization to an outsourced data-driven model and share best practices for capturing and analyzing critical data.

Fred Cohen
Vice President, Capital Markets
Patni (iGATE company)
Guy Fiumarelli
Lazard Asset Management LLC
Peter Fever
Vice President, Investment Systems
Wellington Management
Zbigniew Ostrowski
Citi Group

3:15PM - 3:30PM

Networking and Refreshment Break and Interviews with FSOkx Managing Editor

4:15PM - 5:00PM

Panel Discussion: A Value-Driven Approach to a Shared Services Model
The reshaping of the economic landscape has forced financial forms to rethink and realign their business goals and strategies. Shared service outsourcing provides a way for financial firms to re-invent themselves as they seek to enhance market share and gain competitive advantages. Learn what role shared services should play in a volatile and uncertain economic environment.
Dr. Shubhro Sen
Research Director
FSO Knowledge Xchange
Arindam Mukhopadhyay
Global Head - Strategy & Reengineering
Citi Shared Services
Jean Hill
Chief Technology Officer
First New York Securities

5:00PM - 6:00PM

Award Ceremony with Cocktail Hour
The reshaping of the economic landscape has forced financial forms to rethink and realign their business goals and strategies. Shared service outsourcing provides a way for financial firms to re-invent themselves as they seek to enhance market share and gain competitive advantages. Learn what role shared services should play in a volatile and uncertain economic environment.
Bookmark and Share

Upcoming Event


"FSO's research was extensive and detailed. The data, in-depth interviews and market analysis was all customized and aligned with our business objectives. The cutting-edge research provided crystal clear picture of the market and helped us to devise our marketing strategy."

"The quality of insights and information of the report developed by FSO team helped us tremendously to understand the pain points, market gaps that existed within the GRC technology market. By highlighting successful strategies to gain competitive edge, the report facilitated simple and easy decision making."

"FSO’s quarterly deal analytics and vendor analytics report provides us a good overview of the industry trends and competitive landscape for business process outsourcing at functional levels. It helped us to assess our current offerings and develop a roadmap to further enhance our offerings, gain competitive edge and penetrate new markets."

"….because of their far-reaching membership community, for our research the data sample was collected from all geographies, designations, and market segments. This helped us to get a global picture of the whole industry and helped us to formulate an effective global marketing strategy for our services."

"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."

"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."

"The forum was well done overall. It was a great opportunity to network with a well-rounded mix of presenters."

"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."

Follow us on