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Keynote: Economic Overview - the Year Ahead
New York ,  Jun 15, 2010
Dan North
Euler Hermes ACI


So You Have Scaled Your Shared Services Center – Now What?
New York ,  Jun 15, 2010
Steven Beard
Xchanging


Panel: Global Multi-Sourcing Transformations
New York ,  Jun 15, 2010
Dwayne Cosby, Srini Krishnamurthy, Allison Sagraves, Dr. Shubhro Sen
Ameriprise Financial, Inc., MassMutual, Global Sourcing Director, Global Outsourcing Leadership Institute


Panel: Financial Services Innovations
New York ,  Jun 15, 2010
Larry Barnett, Andrew J. Clipper, Karen A. Morris, MC Suresh
BlackBox Logic, Citi Markets & Banking, Chartis Insurance, TCS


Panel: The Next Outsourcing Frontier
New York ,  Jun 15, 2010
Andy Efstathiou, Adrian Hee, Peter M. Keaveney, Roxanna Wall
NelsonHall, Wachovia, a Wells Fargo Company, BNY Mellon Asset Servicing, UBS AG


Panel: What’s New in Risk Management?
New York ,  Jun 15, 2010
Norman J. Abrams, Randi J. Brosterman, Paul J. N. Roy, Dauna R. Williams
AXA Equitable Life Insurance Company, Deloitte Consulting LLP, Mayer Brown, MetLife


Next Generation Strategic Procurement Transformation within Financial Services
New York ,  Jun 15, 2010
Bruce Kelly
Canopach


FSO Excellence Awards & Adjournment
New York ,  Jun 15, 2010


Measuring ROI of Shared Services
New York ,  Jun 15, 2010
MC Suresh
TCS


Panel: The Balancing Act: Cost, Risk and Growth
New York ,  Jun 15, 2010
Jamal Choumane, Natalia Levina, Gary E. Maier, Bill Mitchell
Citigroup, New York University Stern School of Business, York Capital Management, Deutsche Bank


Single Source Vs. Multi-Vendor Approach to Outsourcing
New York ,  Jun 15, 2010
Dwayne Cosby
Ameriprise Financial, Inc.


Investment Management: No Longer Business as Usual
New York ,  Jun 15, 2010
Peter M. Keaveney
BNY Mellon Asset Servicing


Key Issues in Selecting a Vendor Partner
New York ,  Jun 15, 2010
Roxanna Wall
UBS AG


Outsourcing in a Multi-Vendor Environment
New York ,  Jun 15, 2010
Srini Krishnamurthy
MassMutual


Best Practices in BPO
New York ,  Jun 15, 2010
Steven Beard
Xchanging


Selecting Your Next Outsourcing Destination
New York ,  Jun 15, 2010
Andrea Haughian
Northern ireland


Integrating Risk and Compliance in BPO
New York ,  Jun 15, 2010
Jack Beldon
deliotte


Financial Services Technology Trends
New York ,  Jun 15, 2010
Paul J. N. Roy
Mayer Brown


Getting Executive Level Buy-In
New York ,  Jun 15, 2010
Adrian Hee
Wachovia, a Wells Fargo Company


Thought Leadership: Utilizing Shared Service Centers for Asset Management
New York ,  Dec 08, 2009
Andreas Povel
Xchanging


Keynote: Changes that Will Rock the Investment Management Landscape and How to Prepare for Them
New York ,  Dec 08, 2009
Russell Campbell
AMCORE Investment Group


Research Perspective: Trends and analysis on Investment Management Middle-Office Outsourcing globally
New York ,  Dec 08, 2009
Dan Houlihan
Northern Trust


Case Study: Transformations in Middle and Back Office Technology and Operations Platform for Investment Managers
New York ,  Dec 08, 2009
Lou Maiuri, Philip N. Russo
BNY Mellon Asset Servicing , Delaware Investments


Restructuring the Value Chain
New York ,  Dec 08, 2009
Andreas Povel
Xchanging


Outsourcing Non-Core Competancies
New York ,  Dec 08, 2009
Alan Schneider
Institutional Portfolio Services, Citi


Taking Stock of the Industry
New York ,  Dec 08, 2009
Dan Houlihan
Northern Trust


Transformation to Variable Costs
New York ,  Dec 08, 2009
Lou Maiuri
BNY Mellon Asset Servicing


Before the Curve: Asset Industry Trends
New York ,  Dec 08, 2009
Muthukumar Krishnan
Infosys Banking & Capital Markets Consulting Practice


Managing in a Fast-Paced Regulatory Environment
New York ,  Dec 08, 2009
Predrag Dizdarevic
Headstrong and Managing Partner, element22


Changing Business Models
New York ,  Dec 08, 2009
Ronan Brennan
MoneyMate


Keynote Address: Financial Services Industry Transformation – An Industry Perspective
New York ,  Jun 06, 2009
David Wyss
Standard & Poor's


Where the Smart Money Goes: Perspectives on Cost Reduction through IT Innovation
New York ,  Jun 06, 2009
Shriram P
Infosys Technologies


Keynote: Impact of New Regulations on Globalization of Financial Services Outsourcing
New York ,  Jun 06, 2009
Tom W. Anderson
Pensco Trust


FSO Excellence Awards & Adjournment
New York ,  Jun 06, 2009


"Investment Management Landscape Global Growth Opportunities - Do Global Economies Permit Growth? Inside the Minds of Investors: Misconceptions and Opportunities
New York ,  Sep 23, 2008
Robert A. Weiss
Alliance Bernstein


The World Wealth Report – A Research Perspective: Trends in HNWI geographies and its impact on Wealth Management globally
New York ,  Sep 23, 2008
Ileana van der Linde
Capgemini


Extended Enterprise Model for Fund Managers - Greater Flexibility and Lower Costs
New York ,  Sep 23, 2008
Siddhartha S
HCL Poland


Transformative Outsourcing: Beyond the Buzzword
New York ,  Jun 05, 2008
Andrew Wasser
Carnegie Mellon University


Research Perspective: Outsourcing Trends in the Asset Management Industry
New York ,  Jun 05, 2008
Sridhar Rajan
Deloitte Consulting Outsourcing Advisory Services Practice


Research Perspective: KPO trends in Financial Services Industry
New York ,  Jun 05, 2008
Ravi Kakkad
Opera Solutions


Keynote Address: Fasten Your Seatbelts, Chief Economist Perspective
New York ,  Jun 05, 2008
David Wyss
Standard & Poor's


Thought Leadership Forum
New York ,  Dec 05, 2007
Adam Schneider
Deloitte Consulting LLP


Practice Leaders Forum
New York ,  Dec 05, 2007
Joseph A Rossi
Technology Services, Freddie Mac


Asset Management Operating Models: Perspective In a Time of Change
New York ,  Dec 05, 2007
John R. Gidman
Loomis Sayles & Company, L.P.


Wealth Management Industry Environment, Opportunities, Threats and Paradigm: A Holistic Perspective
New York ,  Sep 27, 2007
Robert A. Weiss
Alliance Bernstein


Research Perspective: Global Wealth Management Scenarios and Predictions until 2010, Investment Perspectives based on these predictions. Presentation on World Wealth Report
New York ,  Sep 27, 2007
Ileana van der Linde
Capgemini


Wealth Management - Emerging Trends in Building Agile IT Platforms for Improving Customer Satisfaction and Increasing Operational Efficiencies
New York ,  Sep 27, 2007
Bob Graham
Virtusa Corporation


Trends & Analysis: Future of Collaborative Wealth Management
New York ,  Sep 27, 2007
Balaji Yellavalli
Infosys Technologies Limited


Panel Discussion: Technology and Operation Strategies and Best Practices/Successes, Failures, & the Future
New York ,  Sep 27, 2007
James Penman
Octavian


Panel Discussion: Technology and Operation Strategies and Best Practices/Successes, Failures, & the Future
New York ,  Sep 27, 2007
Kevin Menezes
Wipro


Thought Leadership: Next Generation Wealth Management Platform, Products and Strategies
New York ,  Sep 20, 2006
Ileana van der Linde
Capgemini


Practice Leader's Forum: Alternative Investments for Ultra High Net-Worth Individuals
New York ,  Sep 20, 2006
Fabio P. Savoldelli
Merrill Lynch Investment Managers Alternative Strategies LLC.


Practice Leaders Forum: The Dynamics of Successful Wealth Management
New York ,  Sep 20, 2006
Steve Samuels
Merrill Lynch


Keynote Presentation: Opportunities and Threats in the Wealth Management Industry - A Holistic Viewpoint
New York ,  Sep 20, 2006
Stan Kelly
Wachovia Corporation

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Latest Videos
Keynote: Economic Overview - the Year Ahead
Jun 15, 2010
Dan North

So You Have Scaled Your Shared Services Center – Now What?
Jun 15, 2010
Steven Beard

Panel: Global Multi-Sourcing Transformations
Jun 15, 2010
Dwayne Cosby, Srini Krishnamurthy, Allison Sagraves, Dr. Shubhro Sen

Panel: Financial Services Innovations
Jun 15, 2010
Larry Barnett, Andrew J. Clipper, Karen A. Morris, MC Suresh

Panel: The Next Outsourcing Frontier
Jun 15, 2010
Andy Efstathiou, Adrian Hee, Peter M. Keaveney, Roxanna Wall