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Accelerating the Shareholder Communications Experience with Fund Disclosures in 2021 & Beyond

Hosted by DFIN Solutions

Overview

The fund industry is embracing the age of digital transformation while remaining compliant, and also meeting the needs of the shareholders they serve. Join us for an industry thought leadership session that will take an in-depth look at the current state of shareholder communications, what is next for accelerating the delivery of content to your investors, and the challenges current and future regulations present (including Rule 30e-3 and Tailored Shareholder Reports) and the best practices to address them.

Speakers

John P. Clare, Senior Vice President, Corporate & Marketing Communications, Mutual of America Financial Group

Ted Hershey, Senior Vice President, Solution Services, DFIN

Jay Nusblatt, Managing Director, Sales and Business Development, DFIN

Julie Smith , Head of Operations and Fund Administration, Touchstone Investments

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Harnessing the Power of your Data

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Overview

Join our panel of experts to learn what will best support the transition to a post-pandemic workforce. How are team leaders preparing? How are employees adjusting? Rebuilding teams and returning to the office will shift dynamics once more. From vaccine policies to mental health and office logistics, learn from those on the front lines about what’s working in 2021.

Moderator

Gayle Coluccio, Director, Aliter Investment Services

Speakers

Robin Benoit, Senior Vice President, Head of Global HR Strategy & Planning, State Street

Mark Leary, Executive Vice President, Chief Human Resources Officer, MFS Investment Management

Blair Williams, Managing Director Risk and Technology Services, SS&C Technologies

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Competing for Institutional Assets with eVestment Market Lens

This short video will explain how eVestment Market Lens gives managers focused on attracting institutional business an edge. Whether they want to build a stronger consultant network, conduct more effective fee negotiations, understand how competitors are marketing their products, or pursue new business with public plans, institutionally focused managers have a competitive advantage with eVestment Market Lens.

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Speakers

Jim Fitzpatrick, President, Nicsa

Justine Phoenix, Head of Diversity Project North America, Nicsa

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Overview

After one of the most extraordinary and difficult years in modern history, we are all hoping for a better 2021 and there are good reasons for optimism. Multiple vaccines have been approved and, as they are distributed in 2021, the pandemic should finally draw to an end. After a very difficult winter, the U.S. economy should re-accelerate in the second half of 2021 as many shuttered service-sector businesses are able to reopen. While the elections of 2020 didn’t end political division in America, they did bring more clarity to the direction of policy and both fiscal and monetary policy are continuing to support the economic recovery and financial markets

Despite these positives, many uncertainties remain about the pace of the global recovery, the duration and extent of further monetary and fiscal support and appropriate valuations, particularly in U.S. equity and fixed income markets, following a strong year for investment portfolios.

Speaker

Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team

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Overview

First came Technology and Operations leaders, then Information and Data, and now we have Innovation and Transformation. There is a definite ‘interplay’ between data and technology and the future is a combination of data-driven decision making and digital transformation. This realization is prevalent within financial services organizations (small, medium, and large) such that the aforementioned roles are emerging and merging at the C-suite level. How are these leaders working together to move their firms forward? What are some specific successes related to data and technology?

Moderator

Cheryl Boyd, Senior Manager, Wealth and Asset Management, EY

Speakers

Bola Ajayi, Vice President, Advanced Analytics and Data Science, Fidelity Investments

Hans Brown, Global Head of Enterprise Innovation and CIO for Corporate Technology, BNY Mellon

Marc Mallett, SVP, Director of Strategy, Americas Asset Servicing, Northern Trust

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A Message from Confluence President and COO

Celebrating 30 years and our commitment to the Confluence promise of providing high quality, mission critical solutions and services to the investment management industry.

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Making Faster, Better Investment Decisions

Hosted by Northern Trust

Overview

Investment data science enables asset managers and allocators to better understand why investment decisions are good or not so good – and to improve future decision making in the process. Join industry experts from Northern Trust and Equity Data Science, as they explore the power of investment data science, and share a real-time demo of data science in action.

Speakers

Paul Fahey, Head of Investment Data Science, Northern Trust

Greg McCall, President & CFO, Co-Founder of Equity Data Science (EDS)