Realcomm: Investment Management
INCLUDED SESSIONS ARE:
Investment Management Consolidated Case Studies: Part 1
Date: 6/15/2022 Time: 10:15 am - 11:00 am Location: Orange County Convention Center
Every Investment Management (IM) company has their own business objectives, investment goals, portfolio mix, application sets, data structures, and experiences. Learning from another company’s software selection and implementation experience can provide key insights on plotting a technology roadmap around known landmines. This session is designed for those companies that are evaluating any of the major vendor IM applications or are looking for proven techniques to enhance the one(s) they are using today. Join us as we explore the case studies describing how several companies upgraded their IM software, integrated multiple data sources, and enhanced their business reporting options to delight investors, business leaders, and the investment accounting team.
Data and Advanced Analytics in Investment Management: Crossing the Chasm
Date: 6/15/2022 Time: 11:15 am - 12:00 pm Location: Orange County Convention Center
Participants in this session will explore how companies are partnering with their technology teams to move past the traditional data warehouse reporting structures to “cross the chasm” that often stifles their data analytics from reaching higher levels of maturity. During this session, you will hear how others are leveraging more modern data frameworks to achieve actionable insights that are not only predictive, but extend into prescriptive and even cognitive analytics. We’ll explore the most relevant technical solutions and what obstacles are hindering progress in multiple business processes.
Fund Administration Outsourcing: The Rise of Outsourcing and its Impact on Your Platform
Date: 6/15/2022 Time: 1:30 pm - 2:15 pm Location: Orange County Convention Center
Making the decision to outsource fund administration services is one of the most important and impactful decisions that an investment gund manager can make; possibly increasing increasing efficiencies and report cycle times both for themselves and for their investors. In this session, we will discuss the rising tide of fund administation in our industry, and the impact it is having (both negative and positive) on our technology/operating platforms and business processes. Join our panel of experts (ranging from industry veterans to service providers) as we discuss the methods and approaches to this highly debated topic.
The Technology Challenge for Private Debt
Date: 6/15/2022 Time: 4:00 pm - 4:45 pm Location: Orange County Convention Center
What is arguably the youngest asset class in private markets, private debt is now the third-largest private asset class behind private equity and real estate. It is well poised to continue that growth trajectory as investors seek returns in a low-yield environment. That said, challenges abound: investors are asking for more succinct, clear, and transparent views on risk ratings, ESG metrics, and non-financial information. Managers need more robust systems for their portfolios and ongoing administration for reporting, overall the industry needs more clearly defined data standards and collection methods. Session attendees and expert panelists will discuss these priorities, as well as opportunities where the market can provide technology solutions to enable this rapidly evolving asset class.
Network and Portfolio Analysis and Roadmap Recommendations: Consultation Workshop
Date: 6/16/2022 Time: 10:15 am - 11:45 am Location: Orange County Convention Center
Join our team of Chief Technical Officers, Chief Information Officers, and Senior Technology Advisors for a highly interactive review and design workshop that will evaluate multiple company application and data structure scenarios. We’ll discuss their starting points, business objectives, and company structures to determine the best recommended technology roadmap for their future. Interactive table discussions will evaluate these designs and provide additional recommendations based on their own experiences. Companies who would like to submit their current network diagrams, company objectives, and their most significant pain points for evaluation are encouraged to do so in advance. Our team will select the most interesting and ambitious scenarios for evaluation during this breakfast workshop session.
Investment Management Consolidated Case Studies: New Ideas from the Field (Part 2)
Date: 6/16/2022 Time: 12:00 pm - 12:45 pm Location: Orange County Convention Center
Every Investment Management (IM) company has their own business objectives, investment goals, portfolio mix, application sets, data structures, and experiences. Learning from another company’s software selection and implementation experience can provide key insights on plotting a technology roadmap around known landmines. This session is designed for those companies that are evaluating any of the major vendor IM applications or are looking for proven techniques to enhance the one(s) they are using today. Join us as we explore the case studies describing how several companies upgraded their IM software, integrated multiple data sources, and enhanced their business reporting options to delight investors, business leaders, and the investment accounting team.