InvestOps Asia 2024
June 05 - 06, 2024
One Farrer Hotel, Singapore
Main Conference Day 1, Wednesday 5th June 2024
8:50 am - 8:55 am
Welcome Address: Yaroslava Bhandari, Conference Producer, InvestOps Asia 2024
8:55 am - 9:00 am
Chairperson Opening Remarks
Navigating Success in Turbulent Times
9:00 am - 9:30 am
Opening COO Panel: How can you adapt your operating capabilities to become more resilient and agile in an age of global disruptions to drive your business forward?
Jerrie Huang, CFA -
Chief Operating Officer,
Fides Capital Group Limited
Vandana Dhaul -
Chief Operating Officer,
ID Capital
Ken Hui -
Chief Operating Officer,
Fullgoal Asset Management
- What frameworks or methodologies could be implemented to improve risk management processes and ensure a more resilient business model?
- To what extent is your organization leveraging technology to enhance operational agility and responsiveness to global disruptions?
- How can your organization enhance its flexibility to rapidly adapt to changing circumstances and market conditions?
Ken Hui
Chief Operating OfficerFullgoal Asset Management
9:30 am - 10:10 am
C Suite Talk: Future-proofing your investment operations - What does a best-in-class operating model look like and how can you build it to effectively respond to new market dynamics in the fast-evolving technological landscape?
Alex Shaik -
Partner,
ADM Capital
Abdel El Ferdi -
Head of APAC Middle Office and Alternative Investment Operations,
BNY Mellon
Valentin Dadure -
Director, Head of the Investment Operations Practice – APAC, Assets Wealth Management Practice Consulting,
Alpha FMC
Rein Van Rooyen -
Senior Director,
Cutter Associates
- Describe the mechanisms in place to ensure the agility and flexibility of your investment operations in responding to sudden market shifts and disruptive technological changes.
- In what ways does your organization prioritize a customer-centric approach in shaping its investment operations to meet the evolving needs and expectations of investors?
- How frequently do you conduct comprehensive evaluations of your investment operations to identify areas for improvement and innovation?
Abdel El Ferdi
Head of APAC Middle Office and Alternative Investment OperationsBNY Mellon
Valentin Dadure
Director, Head of the Investment Operations Practice – APAC, Assets Wealth Management Practice ConsultingAlpha FMC
10:10 am - 10:30 am
Keynote: How to invest in robust and scalable technology platforms that transform your end-to-end operational capabilities, drive process efficiencies and generate greater business value
10:30 am - 11:10 am
Morning Networking Break
Harnessing Data & Digital Transformation
11:10 am - 11:30 am
Keynote Presentation: How can we use data to make investment decisions, control our risks, and improve the back-end operations?
- What are the primary sources of data used in making investment decisions?
- How does the organization identify and categorize various types of risks associated with investments?
- How do you balance the need for complex models with the interpretability required for effective risk communication?
11:30 am - 12:10 pm
Keynote Panel: Creating a front to back, digital-first operating model - How can you leverage the latest technologies to transform your end-to-end operational capabilities, drive process efficiencies and generate greater business value?
Amanda Ong -
Country Manager & International Partnerships,
Arta Finance
David O'Brien -
Head of Investment Operations - Asia Pacific,
Aberdeen
Jack Prickett -
Head of Operations,
Syfe
- What mechanisms are in place to regularly assess and adjust the alignment between your digital initiatives and strategic business goals?
- How is data leveraged within your digital operating model to drive decision-making processes?
- How do you address and mitigate potential risks associated with the adoption of new technologies in your operating model?
Jack Prickett
Head of OperationsSyfe
12:10 pm - 12:40 pm
Networking Break 2
Examining The Future, and Reality, of T Settlements
12:40 pm - 1:10 pm
Keynote Panel: Unraveling the impact of T+1 adjustments across the investment ecosystem – How has the transition affected the post-trade industry, regions, and operations?
Stephen Hull -
Chief Operating Officer & Partner,
Zero Bridge
Sharon Seow -
Director, Investment Operations & Services – Middle Office Client Services,
Franklin Templeton
Chanelle Crabtree -
Principal,
Cutter Associates
- How have T+1 adjustments influenced the strategic landscape within the industry? What notable shifts in business strategies or priorities have been observed?
- How has the transition affected the industry's perception among stakeholders, including investors, customers, and regulatory bodies? Have there been any changes in trust or confidence?
- What economic consequences, positive or negative, have specific regions experienced as a result of the T+1 transition? Are there any regions that have particularly thrived or faced challenges?
Sharon Seow
Director, Investment Operations & Services – Middle Office Client ServicesFranklin Templeton
Chanelle Crabtree
PrincipalCutter Associates
1:10 pm - 1:30 pm
Keynote Fireside Chat: Standing Out in Asia: With China having T0, and Australia having T+2, what can be expected next in these markets and what are the implications for investors and market participants?
Manish Khandelwal -
Chief Operating Officer,
UTI International
- In what ways can the differences in settlement cycles between these two countries affect the timing and execution of trades?
- What are some of the consequences we can expect particularly in the liquidity of foreign exchange markets?
- Are there innovations or advancements in financial technology that could further impact settlement processes in these markets?
- Are there lessons or best practices that can be shared among market participants to enhance risk mitigation?
Manish Khandelwal
Chief Operating OfficerUTI International
1:30 pm - 2:35 pm
Networking Lunch
1:30 pm - 2:30 pm
VIP Invite Only Lunch & Learn
Track A: Integrating Data & Digital Transformation: From Theory to Practice
2:35 pm - 3:05 pm Fireside Chat: Harnessing the latest data innovations - How can you build a holistic data strategy that improves access, integrity, and security to drive greater process optimisation and deliver value-add insights to your business? Jason Inzer - Senior Director, Data Strategy & Analytics, Cutter AssociatesJason Inzer
Senior Director, Data Strategy & AnalyticsCutter Associates
Track A: Integrating Data & Digital Transformation: From Theory to Practice
3:05 pm - 3:25 pm Presentation: How to store data, keep it safe and secure whilst using it to our competitive advantage?Track A: Integrating Data & Digital Transformation: From Theory to Practice
3:25 pm - 3:45 pm Fireside Chat: End-to-end data innovation - How can you build a robust data framework and apply the latest data analytics tools to optimise your front, middle and back-office operations and unlock operational alpha?Track B: The Operating Model of the Future
2:35 pm - 3:05 pm Fireside Chat: How can you redefine your operating model to move beyond a cost centre and become a revenue generator that drives greater business value? Wilfred Chua - COO & Co-Founder, Private Family Office Singapore Ruobin Zhang - Chief Operating Officer, Winfield Globa
Track B: The Operating Model of the Future
3:05 pm - 3:25 pm Presentation: How to achieve operational resilience with a hybrid working model – what additional risks do you need to manage?Track B: The Operating Model of the Future
3:25 pm - 3:45 pm Fireside Chat: Creating a ‘low touch’ operating model - How can you leverage the latest automation tools to streamline your front to back processes and cut operating costs?
3:45 pm - 4:15 pm
Afternoon Networking Break
Drill Down Roundtables (RT)
RT 1
4:15 pm - 5:00 pm RT 1: What are the practical applications of blockchain technology for reducing risk and increasing transparency?RT 2
4:15 pm - 5:00 pm RT 2: Thriving in Private Markets - How can you achieve process standardisation and streamline operational performance in private markets?RT 3
4:15 pm - 5:00 pm RT3: How can you develop operational processes that enhance your ESG data capabilities to deliver on client demands and create enhanced business value?RT 4
4:15 pm - 5:00 pm RT 4: What are the current skillsets needed to excel in a digital landscape, build, and lead a world class operations function?RT 5
4:15 pm - 5:00 pm RT 5: How should DE&I be embraced to improve performance and support broader company iinitiatives?RT 6
4:15 pm - 5:00 pm RT 6: How to access and respond to markets like China, Sri Lanka and India and adapt your strategies as required and create strong partnerships for successful investment in these emerging markets? Rainer Michael Preiss - Partner & Portfolio Strategist, Das Family OfficeRainer Michael Preiss
Partner & Portfolio StrategistDas Family Office
During the interactive roundtable sessions, you will take a deep dive into the specific areas you came to talk about. Sit, relax, and learn in an intimate format from the speakers who have had an impact on their company and industry. Take control of your own event experience and don’t be shy! Ask questions (or answer them!) alongside other conference attendees who are dealing with the same challenges as you network with industry peers with very similar challenges, interests, and responsibilities.
5:00 pm - 5:05 pm
Transition Back to Main Hall
Boosting Performance with DE&I
5:05 pm - 5:25 pm
Spotlight Interview: How can we continue to drive diversity of representation, talent, and thought to drive improved performance and operational excellence?
Amanda Ong -
Country Manager & International Partnerships,
Arta Finance
5:25 pm - 5:30 pm
Chairperson Closing Remarks
5:30 pm - 5:30 pm
InvestOps Asia Day 1 Drinks Reception
5:30 pm - 5:30 pm
VIP Invite Only Networking Dinner