InvestOps Asia 2024

June 05 - 06, 2024

One Farrer Hotel, Singapore

Main Conference Day 2, Thursday 6th June 2024

9:00 am - 9:05 am Day Two Opening Remarks: Yaroslava Bhandari, Conference Producer, InvestOps Asia

9:05 am - 9:15 am Day Two Chairperson Opening Remarks

Navigating the Regulatory Environment

9:15 am - 9:45 am Opening Leaders’ Talk: How can you best collaborate with regulators and industry providers to ensure compliant trading, clearing and settlement and stay ahead of any major market developments in light of SEC’s latest rules?

Wilfred Chua - COO & Co-Founder, Private Family Office Singapore
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Wilfred Chua

COO & Co-Founder
Private Family Office Singapore

9:45 am - 10:05 am Keynote Fireside Chat: APAC Focus – A deep dive into the regional leaders’ priorities in the regulatory space to bring investment operations to the next level.

Manish Khandelwal - Chief Operating Officer, UTI International
  • How do APAC leaders prioritize investor protection within their regulatory frameworks?
  • Are there specific regulatory frameworks being developed to foster innovation while maintaining stability and security?
  • How have recent global economic changes impacted APAC leaders' perspectives on investment regulations?

Manish Khandelwal

Chief Operating Officer
UTI International

Streamlining Automation with Effortless Precision

10:05 am - 10:30 am Keynote Presentation: How to automate workflows, leverage on new and existing technology to make operations more efficient?

  • Have you identified the processes or tasks that could benefit the most from automation?
  • What level of user involvement or decision-making should be retained in automated processes?
  • What criteria will you use to select automation tools or platforms? 

10:30 am - 11:10 am Morning Networking Break 1

Streamlining Automation with Effortless Precision Continued

11:10 am - 11:50 am Keynote Panel: How can we delicately integrate automation and technology to day-to-day operations to facilitate operations, train our talent to use this technology and improve operational outflow?

Amy Hitchcock - Head of Investment Operations, NZ Superfund Ken Hui - Chief Operating Officer, Fullgoal Asset Management
  • How can organizations develop a comprehensive strategy for integrating automation and technology into existing day-to-day operations without causing disruptions?
  • What mechanisms can be put in place to ensure that employees feel empowered and not replaced by automation, fostering a positive work environment?
  • What measures should be implemented to address concerns related to data security and privacy when integrating automation and technology into day-to-day operations? 
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Amy Hitchcock

Head of Investment Operations
NZ Superfund

Ken Hui

Chief Operating Officer
Fullgoal Asset Management

Unleashing AI’s Potential

11:50 am - 12:10 pm Keynote Presentation: How AI LLM is revolutionizing client onboarding and reference data: The future of preand post-trade processes

  • What considerations should financial institutions or organizations take into account when implementing AI LLM in their pre- and post-trade processes?
  • How does AI LLM adapt to changes in market dynamics, ensuring relevance and effectiveness in evolving pre- and post-trade landscapes?

12:10 pm - 12:30 pm Networking Break 2

The Great Debate: To Insource or Outsource?

12:30 pm - 12:50 pm Keynote Fireside Chat: Driving front-to-back connectivity - How can you streamline your global cross-asset operations to break down operational siloes and drive efficiencies to combat increased margin pressures?

Valentin Dadure - Director, Head of the Investment Operations Practice – APAC, Assets Wealth Management Practice Consulting, Alpha FMC Aria Zarei - Head of Global Operations, Pinnacle Investment Management Group Rein Van Rooyen - Senior Director, Cutter Associates
  • How can organizations optimize their technology infrastructure to support front-to-back connectivity, considering the diverse range of asset classes and global operations? In the context of global operations, how can organizations ensure compliance with diverse regulatory requirements while streamlining front-to-back connectivity?
  • Are there specific risk factors associated with cross-asset operations that need to be carefully addressed during the connectivity enhancement process? 

Valentin Dadure

Director, Head of the Investment Operations Practice – APAC, Assets Wealth Management Practice Consulting
Alpha FMC

Aria Zarei

Head of Global Operations
Pinnacle Investment Management Group

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Rein Van Rooyen

Senior Director
Cutter Associates

12:50 pm - 1:30 pm Oxford Style Debate: Insourcing gives you better control and less risk in your operations than outsourcing

Rein Van Rooyen - Senior Director, Cutter Associates

Secure your front row seat as the room turns into a debate forum. Choose your position in the opening audience vote and then engage with industry experts as they present their motions, question the opposition, defend their point of view and conclude with their closing statements. Ultimately, the power is in your hands as you decide who delivered a knockout argument and claims debate victory; will your opinion change by the closing vote?

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Rein Van Rooyen

Senior Director
Cutter Associates

1:30 pm - 2:35 pm Networking Lunch

1:30 pm - 2:30 pm VIP Invite Only Lunch & Learn

Leveraging Intelligent AI & Automation

2:35 pm - 2:55 pm Fireside Chat: How can new innovations such as ChatGPT pave the way for AI driven technologies that can transform operational processes and drives efficiencies?

Jackson Ng - COO & CTO, Azimut Investment Management Singapore Igor Evangelij - Principal, Head of Sentinel Asia, Mercer

Jackson Ng

COO & CTO
Azimut Investment Management Singapore

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Igor Evangelij

Principal, Head of Sentinel Asia
Mercer

2:55 pm - 3:15 pm Case Study: How to leverage automation tools to drive process automation at scale.

Optimising Operations for Alternative Assets

3:15 pm - 3:35 pm Fireside Chat: How have buy side firms responded to the final phase of UMR and which technologies have been pivotal in overcoming operational challenges for OTC derivatives?

3:35 pm - 3:55 pm Case Study: Succeeding in alternative investments – How to develop the operational capabilities required to cost effectively support and scale increasing investor allocations in private assets classes and alternatives.

3:55 pm - 4:10 pm Afternoon Networking Break

Debrief Roundtables

Roundtable 1: Regulations

4:15 pm - 5:00 pm Roundtable 1: Regulations

Roundtable 2: Private Market Operations

4:15 pm - 5:00 pm Roundtable 2: Private Market Operations

Roundtable 3: Data & Digital Transformation

4:15 pm - 5:00 pm Roundtable 3: Data & Digital Transformation

Roundtable 4: AI & Automation

4:15 pm - 5:00 pm Roundtable 4: AI & Automation

Roundtable 5: Insource or Outsource

4:15 pm - 5:00 pm Roundtable 5: Insource or Outsource

Roundtable 6: DE&I and Talent

4:15 pm - 5:00 pm Roundtable 6: DE&I and Talent

5:00 pm - 5:05 pm Chairperson Closing Remarks