Thank you for attending TechOps11 

November 17th – New York Athletic Club

A one day conference for MMI member firms designed to promote strategic discussions with peers on topics related to technology and operations. With all of the changes occurring in the industry, technology and operations groups have to adapt and react to those changes and challenges.

View the Agenda

TechOps11 Opening: Note: There is a file embedded within this post, please visit this post to download the file.

11:30 AM -  12:30 PM Session: Is Outsourcing being driven by the meteoric pace of change?: Note: There is a file embedded within this post, please visit this post to download the file.

12:30 Luncheon presentation – Michael F. McGovernNote: There is a file embedded within this post, please visit this post to download the file.

2:30 PM – 3:30 PM Advisory Track: Note: There is a file embedded within this post, please visit this post to download the file.

IMCA accepts 9 CE hours (toward CIMA®/CIMC®/CPWA® certifications) for the November 17, 2011 Technology & Operations Conference. Certificants who attend the program are individually responsible for completing and submitting the CE form, http://www.imca.org/main/do/ReportCIMACE, in order to receive CE credit. The course ID Number is 11MMI001.

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Please continue reading to see the conference presentations.

Measuring SMA Performance Accurately & Efficiently: Best Practices & New Approaches
Moderator: Andrew Clipper, Director, Citigroup Global Transaction Service

First Rate Investment Systems Presentation
Dr. Brian Thompson, Managing Director

Please continue reading to see the conference presentations.

Wednesday, March 1, 2006
Robert McCormick, First Vice-President, Mellon Financial Corp.

Frank Natale, Director – Private Client Group, Brandywine Asset Management

Elena Geraci, Director, Lazard Asset Management, LLC

Christopher J. Bell, Chief Operating Officer, Fifth Third Asset Management, Inc.

Thomas M. McKee, Senior Vice President, State Street Wealth Manager Services

Steve DeAngelis, SVP & Managing Director, PFPC Managed Account Services Rick Erickson, Operations Manager, PFPC Managed Account Services