Opening Remarks From The Chair

SPEAKER:

STEPHEN HUPPERT, Independent Consultant & Advisor

• Data and analytics technology trends for the future -
  Are you ready for this?
• Data costs are increasing– options & solutions for
  future?
• What has been the impact of the COVID 19 pandemic?
• Current Trends on Outsourcing data management?

MODERATOR:

STEPHEN HUPPERT
Independent Consultant & Advisor

PANELLISTS:

ANU KUKAR
General Manager Data &
Technology Risk, Latitude
Financial Services

ARNIE WACHS
Principal at Cutter Associates

• What do we mean by big data
• Common problems with data management
• Combining investment and member data
• What can the custodian do for you
• How can we reach economy of scale

SPEAKER:

CARL BACON
Chief Adviser, Confluence (UK)

Break

• What do we mean by big data
• Common problems with data management
• Combining investment and member data
• What can the custodian do for you
• How can we reach economy of scale

SPEAKER:

MARKO MILEK
PhD, Managing Director, Alpha
APAC, State Street Bank and Trust Company (HK)

• Is lack of robust data is currently the biggest obstacle
  to environmental, social and governance (ESG)
  integration?

• Solving the ESG data challenge
• Learn how to effectively incorporate ESG data into your
  strategy

LUNCH BREAK

• Defining data ‘quality’ – Quality is in the eye of the
  beholder. Tips on meeting the quality expectations of the investment team
• How to make data relevant – Data is only useful if it contributes to the investment process. How can this be achieved?
• Role for ‘experimental data’ – How important is non portfolio data to the investment process and what models work to enable this?
• Role for DAAS Providers – How are DAAS providers such as Custodians and tech vendors servicing the data needs of the investment teams?
• What does the future hold – Where is this headed? What could a future look like where the promise of delivering meaningful and trusted data to the investment team is met? What benefits will this provide?

MODERATOR:

BRUCE RUSSELL
Associate Director,
Shoreline Consulting

PANELLIST

NICK MORTON
Director & CIO, Resonant

STEPHEN GWYNNE
Senior VP, Head of Investment
Risk and Analytics Services, Northern Trust

ALISTAIR G REW
Global Head of Investech
Public Markets, AMP Capital (invited)

• Geting leaders to prioritise and view data as a
  strategic asset
• Influence culture and ways of working to enable
  employees to embrace data
• Building data champions and advocates

PANELLIST:

MARKO MILEK
PhD, Managing Director, Alpha, APAC,State Street Bank and Trust Company (HK)

DOUGLAS ISLE
Investment Specialist, Platinum Investment
Management Limited (invited)

PIETER HANEKOM
Portfolio Delivery Lead - Investments,
Data and Analytics, AustralianSuper

• What control methods are the most effective in
  helping the performance team in meeting data
  quality requirements?
• Making the Most of Your Data in the Face of Increasing Cost
• Why is high-data quality so integral to performance and risk teams?
• What negative outcomes could result from poor
  data?
• What efforts are being made to consolidate
  market data cost as prices from vendors continue to
  rise?
• Working with your internal data and technology
  teams to extract the greatest value from your data
• How could a well-designed data warehouse
  support the performance & risk teams?

Closing Remarks From The Chair