The Investment COO Summit USA 2024
Employ leading practices to ensure excellence within investment, middle and back office operations
18 April - 19 April 2024 | Boston, MA‚ USA
This marcus evans forum will enable an understanding of how to enhance investment operations by enabling accurate regulatory reporting, streamlining data flows, incorporating automation, and optimising reconciliation and settlement processes.
Key Topics:
- CalSTRS - Developing operational teams to ensure excellence: Establish key areas of empowerment and distributed leadership to generate efficiencies in operations
- Great Lakes Advisors, LLC - Move away from operations as a cost centre: Use organisational excellence to prioritise and institute a client-facing focus
- Tremblant Capital - Navigate ESG from an operational perspective: Determine the challenges and opportunities generated by ESG and sustainability issues
- Lazard Asset Management - Take the leap to generative AI: Implement effective AI tools which can make a rapid and tangible change to operational outcomes
- AllianceBernstein - Gain a competitive edge with the use of AI: Determine practical and effective use cases within investment operations
- State Street Global Advisors - Ensuring effective governance within investment operations: Perspectives on how to harmonise regulatory compliance
For more information, send us an email at ayisp@marcusevanscy.com or click on this link.
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