Global Custodian is hosting a seminar in New York City on Wednesday, March 24, 2010. The briefing will feature two presentations that will explore how custodians and service providers now are turning to data management practices to increase their operational efficiency, improve time to market with new products, reduce costs, and offer value added to services to improve client satisfaction and retention.
This event has limited seating. Registrations are reserved for financial firms (financial firms include: custody, buy side and sell side firms, institutional investors, hedge funds, and hedge fund administrators).
The briefing will begin with registration and buffet breakfast at 8:30 a.m. followed by two informative presentations running through 11:00 a.m. Please see the agenda below.
AGENDA
8:30 a.m. - Registration & Buffet Breakfast
9:00 - 9:15 a.m. - Opening Remarks
9:15 - 10:00 a.m.
Rick Enfield, Product Director at Asset Control will discuss industry case studies, best practices approaches, and project metrics being realized by firms that have sought to make data a strategic asset. The presentation will include:
Reducing trade failures: ensuring data needed to settle a trade are accurate and complete
Instrument matching to facilitate STP and reduce operational costs
Improving corporate actions notifications for entitlement calculations
Providing accurate valuations in accordance with client mandates
Reducing data vendor costs by removing duplication in data requests from multiple systems
Faster time to market for new products, techniques for eliminating system & infrastructure bottlenecks
10:00 - 10:30 a.m.
Tony Videtto, V.P. and Head of Market Data Services at State Steet will begin the discussion by describing the processes and approaches of establishing a centralized data management approach, the business drivers and collaboration across departments. In this interactive session, he will share the lessons learned, business case metrics, and value delivered through a centralized data management approach:
Impact of centralized data management for custodian firms
Delivering data management projects
Challenges of gathering data from multiple sources, amalgamating, and applying client rules
Creation of added-value services
Obstacles to overcome
10:30 – 11:00 a.m.
The breakfast briefing will conclude with a lively discussion, moderated by Alexandra DeLuca, Managing Editor of Global Custodian, with the audience, State Street, and Asset Control.
To register for this event, please complete the form below:
