Agenda

07:30 - Registration, breakfast and networking

08:00 - Welcome remarks: Anthony Malakian, US Editor, WATERS AND WATERSTECHNOLOGY.COM

08:05 - Presentation: Defining the IBOR

Barry Chester, Principal Consultant, BARRY CHESTER & COMPANY L.L.C

08:25 - Panel: Making the business case for an IBOR

  • What are the challenges facing buy-side firms in generating a single source of the truth for the investment process?
  • What are the key constituents of an IBOR?
  • What benefits does an IBOR provide to investment managers?
  • How can an IBOR assist investment managers to comply with regulations such as a Dodd-Frank, FATCA and Solvency II

Moderator: Barry Chester, Principal Consultant, BARRY CHESTER & COMPANY L.L.C
Jay Vyas, Vice President and Head of Quantitative Investing, CANADIAN PENSION PLAN INVESTMENT BOARD, TORONTO
Todd Healy, Vice President, BMO ASSET MANAGEMENT
David Kubersky, Managing Director, SIMCORP
Richard Adams, Director of Product Management, FISERV, INC.
John Buscema, Head of AIM Operations Product Management, BLOOMBERG

09:10 - Keynote presentation: IBOR or IBORS? History and a view from the trenches

 Jay Vyas, Vice President and Head of Quantitative Investing, CANADIAN PENSION PLAN INVESTMENT BOARD, TORONTO

09:30 - Panel discussion: Developing an IBOR capability

  • Build in-house or outsource to a service provider?
  • Assessing the suite of vendor offerings and capabilities: are they fit for purpose/meeting market demand?
  • Overhauling your technical architectures - where to start?
  • Establishing the right operating model and data governance to deliver on the IBOR promise

Moderator: Rajiv Ohri, Director, Product Management, CITI
Sylvain Pendaries
, VP, Front Office and Analytics, PSP INVESTMENT
Andrew Weston, Director, Technology Account & Application Management, ONTARIO TEACHER'S PLAN
Bob Leaper, Head of Business Development for North America, DST GLOBAL SOLUTIONS
Mal Cullen, Managing Director, Head of the Americas & Eagle Access, EAGLE INVESTMENT SYSTEMS

10:15 - Closing Remarks: Anthony Malakian, US Editor, WATERS AND WATERSTECHNOLOGY.COM

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