IMDDA Data Management Working Group for Investment Mangers

January 19, 2016 / 8:00 – 11:00am

This event is limited to members and special invitees of the IMDDA

The goal of the working group is to foster a non-technical discussion on data management for investment managers. This unique program is designed to help investment management COOs and CFOs and operational and accounting professionals understand WHY data management is important and HOW to make changes to their organization to better collect, manage, secure and use data.

What you will learn:

• What does Data Management mean to the non-CTO
• Why a culture of Data Management is important to your firm
• What are Data Management best practices
• How upstream data decisions impact downstream outputs
• How Data Management can create significant efficiencies and reduce key man risks
• The positives effects Data Management has on a firm’s investor relations and marketing campaigns
• How Data management positively impacts the investor ODD process and regulatory exams
• The relationship between a firm’s Data Management policies and procedures and its cybersersecurity initiatives

Agenda:

8:30 to 8:45 – Introduction to data management

8:45 to 9:30 – OMS/PMS, operations and trade support

9:30 to 10:15 – Accounting, Risk, Investor Relations and Marketing

10:15 to 11:00 – Compliance, Regulatory and Cybersecurity

The Working Group’s goals:

• Educate
• Create guidelines, standards and best practices

The program is being created and presented by fund managers, investors and service providers to provide a well-rounded, broad view of the issues surrounding data management, collection and use in an ever changing technological and regulatory environment.

Chair:
Marshall Terry – Rotation Capital Management, L.P.

Member Firms:
Abacus Group LLC
ACA Aponix
Backstop Solutions Group
Bloomberg L.P.
Bracewell LLP
Citco
Eze Software
Financial Fabric
IMDDA
PwC
Rotation Capital Management, L.P.
SS&C

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