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Data Management Special Interest Group 2021 Virtual Meeting Series

Jan 1st - Dec 31st 2021
Virtual Series

Institutional Investor’s Data Management Special Interest Group is a community of technology, operations and data executives from buyside firms, drawn from the memberships of Institutional Investor’s Financial Technology Forum, U.S. Institute and European Institute. Following a launch in the summer of 2020 with two highly successful virtual meetings, II’s Data Management SIG will meet online every three months in 2021. At each meeting—one panel followed by an interactive discussion group--we’ll look at the ways investment managers are governing, acquiring, managing and analyzing data to help their businesses grow.

Previous Meetings

Sponsored by SimCorp

Discussion topics Included: 

- Why future-proof a data management operating model that isn’t broken?
- Where does Data-as-a-Service fit into the wider digital agenda? 
- Does adopting a managed data service mean you lose control and oversight?
- How can you to empower your data talent to focus on business outcomes? 

Panelist Include:
Brent Knapp, Head of Data Management, North America, SimCorp
Paul Pak, Senior Vice President and Head of Information Governance, Jennison Associates
Ruchir Verma, Head of Global Services, Investment Management, Zurich Insurance Company Ltd.

Sponsored by SimCorp

Discussion topics Included: 

-​ Why are firms prioritizing the digitalization of client engagement?
- How are evolving investor needs and the digital world changing the face of client communications?
- How can behavioral analytics help drive better client interactions and boost retention rates?
- What are the key considerations when building the business case for digitalizing client communications?
- How can digitalization turn client communications from an operational overhead into a competitive advantage?

Panelist Include:
Phil Lynch, Senior Strategy Principal, SimCorp
Sharad Goyal, Vice President, Private & Strategic Investments Technology, ​Bain Capital 

Sponsored by BNY Mellon

Asset management firms are increasingly turning to the public cloud to acquire, store and analyze data for the front, middle and back offices. Buyside firms want to find and experiment with new data sources faster and at greater scale, while making it possible to gain business or investment insights from data through their preferred analytical tools.

In this discussion, we’ll look at how buyside firms are working with cloud-based platforms to accelerate data acquisition and exploration while continuously improving the quality and governance of their data at scale. We’ll also look at lessons learned along the way.

Panelists Include:

Steve Taylor, Head of Data Vault, Data and Analytics Solutions, BNY Mellon
Pete Petersen, Chief Technology Officer/ Chief Cyber Security Officer, Causeway Capital Management LLC


BNY Mellon



For registration information, please contact:

Charles Smith

+1 (212) 224-363 | 

If you are interested in sponsoring this event, please contact:

Barbara Baumbusch (New York)

+1 (212) 224-3845 |