Event Overview
Investment teams are navigating increasingly complex portfolios, yet siloed systems and inconsistent data continue to stand in the way of a true total portfolio view and timely decision-making.
Hosted in collaboration with Alpha FMC, this executive roundtable provides an open forum to examine practical strategies for asset allocation, total portfolio visibility, investment data management, target operating model optimisation, and considerations around selective or full outsourcing of data operations. Ideal for senior leaders in investments, data, and operations.
What to Expect at the Event
- A discussion on the key investment and market data challenges facing firms today
- Perspectives from Rimes and Alpha FMC on modernising data architecture to support front office enablement and total portfolio visibility
- Practical examples of how firms are improving transparency, governance, and operational efficiency
- An open dialogue with peers and speakers to share challenges and explore next steps
Meet the Speakers
Ross Allen
Head of APACRoss is Head of APAC at Rimes, bringing over 25 years of global Fintech experience, with expertise in building, commercialising and scaling complex data and technology businesses, within the financial services sector.
Working in London, Singapore and Sydney, Ross has extensive global and regional experience and served as a member of IHS Markit’s global Financial Services management team, responsible for the $1Bn+ reoccurring revenue business. Most recently, Ross was Chief Commercial Officer at Vyzrd, an AI-enabled climate risk analytics business, which integrates climate risk into financial risk management. Ross also holds several Board and Board Advisory roles in early-stage technology and data companies.
Ross has been a regular conference speaker and acknowledged industry expert in the data, valuations and risk sectors, specifically focusing on the valuation of financial instruments, including public and private equities, debt, credit, derivatives and structured products.
Graeme Jones
Enterprise Sales EngineerGraeme is an Enterprise Sales Engineer specializing in the Rimes Investment Management platform. With a robust background in financial services, he has held diverse roles across startups and international investment banks in multiple countries, including a significant tenure in Australia.
An Economics graduate from York University, Graeme began as a chartered accountant before transitioning into IT, where he has served as a business analyst, product owner, and implementation lead. His responsibilities include presenting demos, engaging in technical discussions, and managing RFIs and RFPs.
Graeme has contributed to several patents, notably co-inventing an Australian system for automated goal-achievability visualization. His coding skills and technical expertise make him a versatile problem solver and a trusted advisor to clients.
Angelo Calleja
Partner, Data & AI, Alpha FMCAngelo leads Alpha FMC’s Data & AI practice, advising sovereign wealth funds, superannuation funds and global asset managers on data strategy, cloud transformation and operating model design. With nearly 20 years of global experience, he helps institutions build AI-ready, decision-grade data foundations across research, portfolio construction, and digital transformation.
