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The 7th Annual Asset Management Industry Transformation & Outsourcing Strategies Forum

Loeb & Loeb LLP is proud to be a sponsor of FSOKnowledge Xchange 7th Annual Asset Management Industry Transformation & Outsourcing Strategies Forum, where partners             Stephen H. Cohen and Akiba Stern will participate on panels.

From the conference website:

The current competitive environment requires businesses to foresee their needs and carry out the pre-assessment of the results of their strategies well before they are actually implemented. Moreover, the challenges faced by industry participants are multiplied to a great extent. In order to address the transforming industry demands, FSOkx hosts The Annual Asset Management Industry Transformation & Outsourcing Strategies Forum annually, where industry practitioners discuss emerging trends, operational strategies and latest technologies for the investment industry.

The 7th Annual Asset Management Industry Transformation & Outsourcing Strategies Forum, a premier one-day event, will create an interactive environment for the attendees and speakers to facilitate perspective sharing on the fast-changing investment industry scenario. A sequence of informative sessions promises to not only support strategic decision-making but also in enabling the players in the investment management landscape to stay ahead of their peers. The forum will offer detailed insights on the current industry status as well as the industry outlook for 2012.

Selected Agenda

Thursday, December 8, 2011
11:00AM - 11:45AM -
Outsourcing & Regulatory Compliance: A Match Made in Heaven? 

Asset management firms no longer manage regulatory compliance in isolation from other operational systems. Instead, compliance is tightly integrated with other areas of supply chain management and has a significant impact on firms’ sourcing strategies. Recently introduced regulations like the Foreign Account Tax Compliance Act (FATCA), the Dodd-Frank Act, and regulatory bodies such as the Financial Industry Regulatory Authority (FINRA) are all impacting outsourcing strategies. During this session, panelists will share their perspectives on how regulations are influence outsourcing decision-making and why they are accelerating or decreasing outsourcing initiatives. Panelists will also share best practices for outsourcing governance. 

Steve Lipof, Compliance and Regulatory Virtusa Corporation - Financial Services Consulting 

Luis M. Cifuentes, Bladex Asset Management 
Stephen Cohen, Loeb & Loeb LLP 
Yvonne I. Pytlik, Dreman Value Management, L.L.C 

Thursday, December 8, 2011
1:15PM - 2:15PMIntegrated vs. Best Of Breed Solutions in the Current Environment

Making the wrong decision on whether to implement best of breed solutions or integrated solutions can have disastrous results. Although both alternatives have pros and cons, purchase selection is tricky and highly dependent upon on the criticality of the process and complexity of the asset management firm. Vendor management and service level agreements are also important criteria to consider. Panelists will share their experiences using best of breed and integrated solutions, their decision-making process, and how they benchmark specific operational parameters. Panel members will also discuss how recent mergers and acquisitions are changing the contour of the service provider industry.

Padelford Louis Lattimer, Turtle Bay Advisory Services

Joerg Guenther, Artio Global Management LLC
Ben Keeler, Citisoft, Inc.
Steven M. Rullo, GE Asset Management
Akiba Stern, Loeb & Loeb LLP

Additional Information
For more information, including how to register, please visit FSOKnowledge Xchange 7th Annual Asset Management Industry Transformation & Outsourcing Strategies Forum website.