New York Seminar – 10^th June 2010

“Regulation, risk and reaching nirvana – Harnessing your data assets in the wake of the crisis”

 The seminar will take place from 18:00 – 17:30 followed by a drinks reception.

 The panel consist of:

• Marc Baumslag, Managing Director, Global Head of Risk IT, UBS
• Melissa Goldman, Managing Director,  Risk Technology, Goldman Sachs
• James Linnett, Head of Strategy, Architecture and Shared Services, Bank of America
• Peter Serenita, Global Head of Entity and Account Data Services – Global Banking and Markets, HSBC
• Stephen Wade, Managing Director Chief Risk Officer – GBM Americas, Royal Bank of Scotland

 Areas covered will include:

• How is the proliferation of incomplete, inconsistent and unreliable data throughout the enterprise impacting risk management and capital efficiency?
• To what extent are regulation, risk and the need for greater transparency driving changes in how firms leverage data across lines of business, departments and geographies?
• How will aligning data definitions (taxonomies, semantics and metadata) across the firm help to aid transparency and consistency? How close are banks to achieving this ideal and what difficulties do they face?
  • To what extent is improved alignment and transparency of data enabling firms to offer improved relationship management and identify opportunities for cross selling.
• What longer-term impact will the current regulatory pressure and focus on risk management have on how institutions maintain, manage and leverage their data assets?

For more information and to register for this seminar please email jackie.lambert@lepus.com

London Seminar – POSTPONED

 “Reconciliation Services: building efficiency, transparency and control”

 The seminar has been postponed until the Autumn. 

 The panel will consist of:

• Mike Pavey – Head of Operations, Schroders
• Trevor Hunt – Regional Operations Officer, UBS Global Asset Management
• Chris Freeman – Head of Middle Office, Aviva Investors

 Areas covered will include:

• What are the key factors driving asset managers to reassess their approach to reconciliation operations, with a view to improving the efficiency and performance?
• What do firms see as the main benefits of using external packed reconciliations solutions, delivered as a service, in comparison to in-house developed software?
• What impact will increased regulation in the wake of the crisis have on asset management?
• What role does effective reconciliation have in risk management and the ability to demonstrate and communicate strong governance to potential investors?
• To what extent have asset managers sought to automate the reconciliation process? What are the key steps they have taken and what level of success have they experienced?

For more information and to register for this seminar, please email Jackie.lambert@lepus.com