Untitled Document
Quick Links
Introduction
Agenda
Registration
Speakers
Companies Registered
Sponsors
Venue
Upcoming Events
Past Events
Sponsorship  Opportunities

Introduction
The 2nd Annual Investment Management Industry Transformation and Outsourcing Strategies Forum is a one-day conference that brings together global thought leaders and investment management industry decision-makers to share their insights into how the financial services industry can emerge from the crisis. A variety of panel discussions, keynote addresses, and case studies will address how issues such as regulatory amendments and cost pressures are transforming the investment management industry. Event participants will discuss how investment managers can best regain the confidence of retail and institutional investors. The event will also deliver insights into the priorities and demographics of today’s investor and describe how investment management firms are using alternate operating models to scale and to meet customer demand for increased transparency while providing them with higher alpha.

Topics covered at the event will include:
  • The present state of the investment management industry and the forecasted future trends and growth opportunities. Panel discussions to debate the effects of the financial crisis on the industry and the subsequent transformations The challenges and threats faced by the institutional and retail investors
  • Obstacles that investment managers face in data management, performance measurement and client reporting and the ways to tackle with them
  • The regulatory, governance and compliance changes and the industry’s reaction to it
  • Risk management best practices
  • Performance metrics used to measure portfolio returns and the merits and demerits of each
  • Primary concerns for the investors during the crisis and ways to deal with them
  • Analysis of alternate operating models and methodologies being adopted by the investment management industry to create opportunities for growth in revenues, geographical spread and client satisfaction
  • The trends and opportunities in SLAs and the obstacles faced by the investment managers while tracking SLAs. The key performance indicators or metrics that are used to track and manage SLAs
  • The next-generation investment products and platforms and diverse asset allocation and investment strategies
Who will attend?

The conference is targeted towards the senior management of firms and organizations involved in the investment management industry, including:
  • Fund Managers
  • Investment Managers
  • Hedge Fund Managers
  • Institutional Asset Managers
  • Retail Asset Managers
  • Mutual Fund Managers
  • Investment Advisors
  • Investment Analysts
  • Investment Consultants
  • Retirement and Pension Fund Advisors
  • Portfolio Managers
  • Chief Outsourcing Officers
  • Chief Operations Officers
  • Chief Information Officers
  • Heads of Compliance, Risk and Legal Department
 
 
Register Today!
Complimentary Registration
for delegates from the banking insurance, and capital markets industries until March 10, 2010.
After March 10th, the registration fee will be 100 GBP
-------------------------------------------
Registration fee 195 GBP for IT Organizations, Consulting Organizations, Legal Entities and Other
After March 10th, the registration fee will increase to 295 GBP


 
 
Contact Us:
For Registration, Sponsorship and Speaking Opportunities:
FSOkx Events Manager
E-mail: agallagher@FSOkx.com
Phone: 1-732-462-3763
Fax: 1-732-845-9067
 
Testimonials:
FSOkx Events Attendees Feedback
"FSO Knowledge Xchange events are well-organized with exceptional content, distinguished speakers and valuable networking opportunities."


"The events hosted by FSO Knowledge Xchange are the premier setting for financial services professionals to gain the latest knowledge on business transformations to gain a competitive advantage."


"The high caliber of attendees at FSO Knowledge Xchange's events draws us to continue our participation from year to year with FSOkx. We gained some valuable leads as a result of our involvement with FSOkx Events."


"The forum was well done overall.
It was a great opportunity to network with a well-rounded mix of presenters."


"The event presented an excellent opportunity to gain insights on the latest cost-saving processes and to discover how to do more with less."


"The panel discussions were engaging and full of actionable insights into financial services transformations to effectively manage the challenging business climate."