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RIMES Client Conference 2016

As RIMES celebrates its 20th anniversary, we thought it fitting to host our very first Client Conference in New York City, where RIMES was founded in 1996. At our conference, you will:

  • DISCOVER: attend panel discussions with financial technology thought leaders
  • CONNECT: meet and network with other RIMES clients to share ideas and insights
  • CELEBRATE: join us at our 20th Anniversary Party in NYC with the RIMES team!


12.30 – 1.15 Registration & Lunch
1.15 – 1.30 RIMES Introduction

1.30 – 2.00 Conference Key-Note

– David Blitzer, Managing Director and Chairman of the Index Committee, S&P Dow Jones Indices

S&P DJI, as a leading index provider, is the creator of some of the data that RIMES distributes to its clients. This key-note will focus on how S&P DJI creates, manages and delivers this data, insures quality and manages the changing environment and markets. The focus will be on GICS – the Global Industry Classification Standard and the S&P 500 and the Dow. GICS is widely used by financial analysts and will complete a major update within 24 hours of the RIMES Conference.

2.00 – 2.45 Performance & Risk: Practical Approaches to Merging and Expanding Upon the Risk/Return Relationship

– David Spaulding, DPS, CIP, Founder & CEO, The Spaulding Group
– Sean Murray, Director of Product Strategy, BISAM
– Shankar Venkatraman, Director, Global Head of Performance, Risk Analytics & Compliance, Citi
– Steve O’Brien, EVP, Head of Sales Engineering, RIMES

Where are the opportunities and benefits of integrating risk and performance? This session will discuss ways to broaden the relationship to risk-adjusted performance attribution and debate:

What are the system and application issues?
• One integrated system vs. best of breed
• Integration issues
• ASP vs. deployed

What are the data challenges?
• Sourcing consistent and fit-for-purpose data
• Practical issues and how can you address them

2.45 – 3.30 Barclays POINT: Mapping the Path Forward

– David Bates, Principal, Citisoft
– Eric Dyer, Consultant, Citisoft
– Steve Cheng, SVP, Global Head of Data Management Solutions, RIMES
– Steve DeTommaso CFA, MD, Investment Analytics, AIG Asset Management Group

The clock is ticking for Barclays POINT users to identify and implement a replacement solution in light of the platform’s planned retirement. This news has disrupted the fixed income community, and the onus is on users to ensure that they can make a smooth transition under the pressure of a looming deadline.

The session will discuss who this news will impact and planning for the path forward. With in-depth detail on the expected timeline and recommendations for next-steps, this is a don’t-miss session.

3.30 – 3.45 Coffee Break

3.45 – 4.30 Trends, Drivers, and Challenges in Managing Data

– Gregory Leath, Managing Director, Cutter Associates
– Patrick Murray, President & CEO, STP Investment Services
– Peter Travers, VP, Principal – Global Solutions, Eagle Investment Systems
– Steve Cheng, SVP, Global Head of Data Managment Solutions, RIMES

There was a time when asset managers didn’t recognize data as a strategic asset that provides a competitive advantage. Now, that attitude has changed as 67% of asset managers surveyed in the latest CutterBenchmarking: Data Management study view data as a vital component of their business.

To receive business benefits, an effective data management framework is deemed key to managing this critical asset. This session will debate:

• What is driving managers to focus on data and where should they focus their efforts?

• How much centralization of management and governance is actually needed?

4.30 – 5.15 Buy-Side Firms: Plot Your Path to Data Management Maturity

– Gene Leganza, VP, Research Director, Forrester
– Steve Cheng, SVP, Global Head of Data Management Solutions, RIMES

Buy-side financial services firms are increasingly seeing the importance of data management in supporting high-level corporate and strategic objectives, but are hindered by a myriad of challenges. RIMES commissioned Forrester to apply their established data management maturity model to help understand how firms are overcoming these barriers. The results of their study not only highlighted the key benefits of being among the 10% of data management ‘experts’, but also clearly signposted the route to achieving that classification.

This session will present:

• Why is data management so important in supporting corporate and strategic objectives?
• What are the multiple challenges firms face in supporting those objectives?
• What are the core components of data management in terms of both strategy and execution?
• Introducing the concept of classifying firms as data experts, strategists, managers and tacticians, how do they differ in their approach to data management?
• There’s a clear pay-off to being a data expert, but what are the steps to becoming one?

5.15 – 10.00 Closing Remarks & RIMES 20th Anniversary Party

For more information or to register: