Asset Management
Summit
Protecting Assets and Reputation:
Transparency, Efficiency and Control
Hong Kong
2 June 2015
ASSET MANAGEMENT SUMMIT – HONG KONG
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AGENDA
Tuesday, 2 June 2015
Time Session Speakers
3:30pm – 4:00pm Registration and refreshments
4:00pm – 4:05pm Welcome Remarks
Edouard Lacarriere Chief Operating Officer, APAC, Asset Management, SunGard
4:05pm – 4:30pm General Plenary Session
Operations Under Pressure: Enabling Agile Growth
As the global investment landscape becomes more complex, asset managers and their administrators urgently need new ways to take on advanced operational functionalities and manage a range of data challenges. Data is the lifeblood of investment operations, where its accuracy and availability are critical to compliance and investor confidence. Join us as we explore the trending operational and technology pain points and the critical ecosystem of front- to back-office technology and tools that sustain the seamless flow of data.
SunGard’s Tony Warren will provide a look at key findings from Aite Group’s recent Global Asset Management Study and explore the relevance to the future of investment operations in the APAC region.
Tony Warren
Executive Vice President, Asset Management, SunGard
4:30pm – 5:20pm Panel Session
Protecting Assets and Reputation through Transparency,
Efficiency and Control
This interactive panel discussion will address the challenges that asset management industry face in protecting company assets and reputation through effectively managing business activities and data to ensure transparency. Our panel of industry experts will be discussing the following topics:
Moderator: Willett Bird
Sales Director, North Asia, SunGard
Panellists: Steve Bernstein CEO, Sinopac Solutions Hasan Rauf
Sales Director, DTCC Asia Gary Liu
Partner & Deputy CEO, AP Asset Management Group
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• Intensifying regulatory environment – Complying with regulations and protecting assets and reputation
• Escalating costs and margin pressures – Reducing operational costs and empowering enterprise scalability
• Rapidly evolving customer expectations – Enhancing the customer experience
5:20pm – 5:40pm Networking coffee break
5:40pm – 6:30pm Private Equity Managers Thought Leadership
track
Private Equity, Infrastructure and Real Estate - Market Trends
and Solutions
Innovation and leading-edge technology are at the core of SunGard’s solutions. In this session, hear the latest insights and industry trends uncovered through market research and learn about product innovations and how technology can be used to provide greater transparency and improve decision-making.
Mario Cusinato Director, Private Equity, SunGard
5:40pm – 6:30pm Boutique Asset Managers Thought
Leadership track
Make or Break for Boutiques: Tackling Compliance with Technology
Regulatory change continues to sweep the investment landscape with compliance now considered to be the biggest “make or break” factor for boutique asset managers.
Regulation, however, is putting boutiques’ agility and niche focus under threat, as
highlighted in a recent TABB Group survey[1]
which cited “regulation, the burden of due diligence and compliance” as being the main factors that can make or break a boutique compared to just 17% a year earlier.
Join this session to learn how the adoption of technology can provide an important solution for achieving compliance and managing risk – enabling boutique asset managers to more easily gain the institutional-grade, highly automated, wholly transparent operations they need to support diverse portfolios and
Edouard Lacarriere Chief Operating Officer, APAC, Asset Management, SunGard
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profitable growth, while ensuring regulatory compliance
[1]Source: TABB Group: The New Boutique
Asset Manager – Transparent, Efficient and Accountable
5:40pm – 6:30pm Large Institutional Asset Managers and Fund
Administrators
Thought Leadership track Connecting the Ecosystem
Challenged by competing data demands from accountants, regulators, tax groups and new geographic aspirations? Learn how to make data mean business with Multiple Books of Record (MBOR) and the new asset servicing ecosystem of technology tools that’s revolutionizing today’s global workflow processes. This session focuses on the merger of operational components to form a single front-to-back automated solution and a single source of transaction data.
• MBOR
• The html5 Experience
• Complex Securities Processing
• Risk Management
Spotlight on Risk
Risk is now strategic but execution lags behind. This spotlight on risk session shares findings from the new research into buy-side risk management and explore how integrated risk fuels effective investment strategy.
Tony Warren
Executive Vice President, Asset Management, SunGard
Laurence Wormald Head of Research, APT, SunGard
5:40pm – 6:30pm Hedge Fund Managers Thought Leadership
track
Hedge360 Managed Services Demonstration
Asian Hedge Funds - A New Center for Global Business
Join this session as we share insights on the growth of the Asian hedge fund industry in 2014 and how it is maturing in 2015. The industry is seeing a significant rise in seed funding activity, fuelled by capital injections from global investors. Learn how the US and European regulations may impact the latest trends in the Asian Hedge Fund world and
Joey Pang
Senior Business Consultant, AO Asset Management, SunGard
Ronan Donnelly Chief Operating Officer, Front Arena, SunGard
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find out how your organization can keep pace with these trends to achieve institutional credibility.
Spotlight on Risk
Risk is now strategic but execution lags behind. This spotlight on risk session shares findings from the new research into buy-side risk management and explore how integrated risk fuels effective investment strategy.
Laurence Wormald Head of Research, APT, SunGard
