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Introduction
Asset and Wealth Management Annual Summit 2008
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September 23rd, 2008 |
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The New York Helmsley Hotel |
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212 East 42nd Street
New York, NY 10017
212-490-8900
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Strategies for Investment Managers - Compliance, Risk Management, Operations and Technology in the Industry
Introduction
Asset and Wealth Management Annual Summit 2008 will be an intense one-day conference that will focus on risks, issues, trends, alternative service models, strategies and best practices. Topics covered at the event will include:
- The state of investment management industry globalization - the trends, threats and opportunities that alternate service models present to the industry
- State of global economies and growth opportunities for investment management, scope for product innovation
- Enterprise case studies that reveal from first-hand experience of how asset management firms are leveraging economies of scale by outsourcing front, middle and back office functions to shared service providers, any perceivable shift in middle office outsourcing
- The role of off shoring in the complete outsourcing value chain for asset managers
- Best practices for asset managers for leveraging research and analytics and data management outsourcing.
- Best practices in creating and monitoring service level agreements to manage outsourcing relationships and agreements in the asset management industry
- Discussion on how U.S. dollar value can impact growth of investment management in other geographies, evolving demands and needs of clients
- Trends and analysis of the emergence of HNWI's in other geographies and its impact in providing global solutions for high net worth clients
- Best practices in the designing and implementing Enterprise Wealth Management models
- Panel discussions featuring industry leaders and practitioners to debate the effects of Credit Crisis on investment management landscape
- Best practices in managing risks and compliance in a heavily regulated industry
- Analysis of alternate service models and methodologies being adopted by the investment management industry to create opportunities for growth in revenues, geographical spread and client satisfaction
- Risk Management best practices
- Discussion on the ability of service providers to rise to the challenge of 'do more for less' in an environment of cost containment
Who Should Attend the Summit?
The conference is targeted toward the senior management of firms and organizations involved in the investment management industry and managed account industry including:
- Fund Managers
- Retirement and Pension Fund Advisors
- Investment Managers
- Insurance Companies
- Trade Associations
- Trustees
- Wealth Management Advisors
- Senior executives of wealth management companies
- Relationship managers of private banks responsible for servicing and marketing for HNWI's
- Private Equity Fund Managers
- Heads of compliance and legal department
- Executives of operations and technology departments supporting the Asset and Wealth Management industry
- Consultants
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