Venue
Virtual Event

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Event Date Wed May 19 EDT (about 4 years ago)
Location Virtual Event
Region Americas
Details

Join us this May for Aite Group's new event: Optimizing Outsourcing to Capture Growth

Outsourcing is widely used around the world as an effective technique to help firms focus on their core functions, control costs, and gain access to high degrees of specialization. Still, some industries, such as asset management and capital markets, are slower to change than others. Over the past two decades, these industries have undergone enormous transformations and have shifted to embrace outsourcing as a valued and important strategy across their organizations. That trend started with back-office and IT outsourcing and has moved upstream to the middle and even front office with outsourced trading and technology.

The trend toward increased outsourcing has been driven by a few factors, but, at its heart, are the consequences of narrowing margins and falling fee revenue: cost-cutting measures, the drive for efficiency, and the focus on the core business of investing and client servicing. The recent global pandemic and its impacts amplify the reasons for working with outsourcing firms able to provide excess capacity and business continuity solutions.

Join Aite Group for a dynamic virtual experience to explore the opportunities, key issues, and risks associated with greater adoption of outsourcing across the institutional financial services industry. Hear from industry thought leaders about key strategies and tactics that can be implemented for greater success as well as how the space is evolving to support a quickly changing environment.

Key reasons to attend?
• Participate in interactive panel discussions covering some of the industry’s hottest topics, including outsourced trading, technology, and middle- and back-office servicing
• Network and exchange ideas with buyers and suppliers of outsourced services through an interactive virtual experience
• Hear from Aite Group analysts about key trends impacting your business, and get recommendations on how to best position your organization for future success in today’s evolving industry

Who should attend?
Senior-level asset management and capital markets executives as well as financial industry leaders, including top product and service providers

Speakers

2021 Speakers

CHAIR:

Audrey Blater
Research Director, Aite Group

MODERATOR:

Vinod Jain
Senior Analyst, Aite Group

Spencer Mindlin
Senior Analyst, Aite Group

Paul Sinthunont
Senior Analyst, Aite Group

SPECIAL GUEST SPEAKER:

Seth Merrin
Co-Founder & Executive Chairman, Neuravest

FEATURED SPEAKERS:

Brendan Burke
VP, Foreign Exchange Investor Services, Brown Brothers Harriman

Mark Etherington
Chief Technology Officer, Crux Informatics

John Finn
Trader, Polen Capital

Evan Fire
Managing Principal, Chief Operating Officer, Pzena Investment Management

Aaron Hantman
Chief Executive Officer, Tourmaline Partners

James (JR) Lowry
Chief Operating Officer, State Street Alpha

Matt Lundy
Head of Operations, One River Asset Management

Alan Polo
Managing Director, Global Head of Account Management, Enfusion

Duncan Robinson
Senior Investment Data Scientist, Wells Fargo Asset Management

Michael Sottile
Director, Digital Transformation, Lord Abbett

David Wright
Chief Data Officer (CDO), Commerzbank AG

Sponsors & Partners

2021 Sponsors

PREMIER SPONSOR:
• CRUX

PLATINUM SPONSORS:
• Brown Brothers Harriman
• Enfusion
• State Street Alpha
• Tourmaline Partners