TRACK: INVESTMENT MANAGEMENT
The Investment Management community has been warmly welcomed at Realcomm events for the past several years. This track is designed specifically to address issues facing Investment Management companies, registered Investment Advisors, and their Digital Leaders. The interactive discussions, networking workshops, case studies, and relevant panel discussions are inspiring more attendees each year. Network directly with your peers – in companies that are large and small, regional and global, and from all markets. Hear from vendors that matter to you. Discover new options that you may have yet to consider and solutions that actually solve issues with which you too are struggling. Reach out to any of our Investment Advisory Board members to gain greater insight into their experiences that could not have been achieved had it not been for the strong relationships they developed at Realcomm.
INCLUDED SESSIONS ARE:
View from the Top (The Legends)
Date: 6/6/2018 Time: 11:30 am - 12:30 pm Location: Yaletown 1
Industry-leading Senior Executives join our panel discussion to comment on their positions in the CRE markets, trends that matter, new mergers and acquisitions, and evolving partnerships. We’ll focus primarily on IM-related issues, especially investor accounting, investor relations/communication, waterfall distributions, cloud-based openness, third-party application integration, and more. Come early to get a seat as this one is typically standing room only!
View from the Upstarts: (New Kids on the Block)
Date: 6/6/2018 Time: 2:00 pm - 3:00 pm Location: Yaletown 1
Senior Executives and Founders from the newest cloud-based start-ups in the CRE IM industry join our interactive panel. Our moderator will take them through future capabilities, enhanced investor experiences, establishing competitive differentiation, mobility, integration, and agility. We’ll get their input on what new developments are around the corner, evolving capabilities in their systems, and the potential impact of recent announcements.
Modern Investment Management Challenges on a Global Scale
Time: 3:15 pm - 4:15 pm Location: Yaletown 1
Global Investment Management companies are excited about the new possibilities that innovative technologies are introducing. However, the global stage brings deeper challenges, regional wins/losses, and varying degrees of success in influencing business processes with effective Digital Leadership. Hear how these global Investment Management companies are tackling these issues and measuring successes.
Automating Investment Management Routines and Business Processes
Date: 6/6/2018 Time: 4:45 pm - 5:45 pm Location: Yaletown 1
Several companies have shifted their application portfolio to include some of the latest CRE Startups. This in turn has allowed them to automate portions of their business processes that routinely relied on Excel or brute-force man-hours to generate the necessary reports and analytics for their investors, auditors, and senior executives. Hear what each of these companies has done to integrate new cloud-born start-ups into their technology stack in an effort to automate key business processes and move toward a true IM Platform solution.
Networking Breakfast Workshop: Digital Leadership in Investment Management
Date: 6/7/2018 Time: 10:30 am - 11:30 am Location: Yaletown 1
We’ve been discussing digital transformation opportunities for the past couple of years. Given the latest innovations and what is on the horizon, what must the Investment Management Digital Leader bring to the table to effectively influence their company’s business processes? This session begins with an interactive networking breakfast with industry peers followed immediately by a panel discussion with several IM thought leaders. The moderator will then take participants through a Design Thinking workshop to explore strategies for several of today’s Digital Leadership challenges.
Understanding the Investment Management Blockchain - Preparing for the Inevitable
Date: 6/7/2018 Time: 1:15 pm - 2:15 pm Location: Yaletown 1
If you were thinking that blockchain will be one of those technologies that might impact the Investment Management community ‘someday’, join this discussion to hear just how close we are to integrating this key technology innovation into every investment management transaction.
The Investment Management Digital Natives are Getting Restless
Date: 6/7/2018 Time: 3:00 pm - 4:00 pm Location: Yaletown 1
The infusion of innovative technologies in Investment Management is causing Millennial, Gen X, and Gen Y employees to wonder if their companies will ever catch up. The old model with linear thinking adds more Asset Managers, Investor Accountants, and CRE Analysts for every X numbers of buildings purchased for a portfolio or fund. Hear what modern Analysts are saying about the trends in CRE that encourage (and reward) companies that invest in new technologies.