Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's Exchange & Engage event such a success!
The sessions are now available to view on-demand until Friday, June 18 at 6:00pm EDT with the login details you received to access the virtual event site. If you have not registered for this event, but would like access to view the sessions on-demand, please register here. Thank you!

Join us this May for Aite Group's new event: Optimizing Outsourcing to Capture Growth

Outsourcing is widely used around the world as an effective technique to help firms focus on their core functions, control costs, and gain access to high degrees of specialization. Still, some industries, such as asset management and capital markets, are slower to change than others. Over the past two decades, these industries have undergone enormous transformations and have shifted to embrace outsourcing as a valued and important strategy across their organizations. That trend started with back-office and IT outsourcing and has moved upstream to the middle and even front office with outsourced trading and technology.

The trend toward increased outsourcing has been driven by a few factors, but, at its heart, are the consequences of narrowing margins and falling fee revenue: cost-cutting measures, the drive for efficiency, and the focus on the core business of investing and client servicing. The recent global pandemic and its impacts amplify the reasons for working with outsourcing firms able to provide excess capacity and business continuity solutions.

Join Aite Group for a dynamic virtual experience to explore the opportunities, key issues, and risks associated with greater adoption of outsourcing across the institutional financial services industry. Hear from industry thought leaders about key strategies and tactics that can be implemented for greater success as well as how the space is evolving to support a quickly changing environment.


Key reasons to attend:

  • Participate in interactive panel discussions covering some of the industry’s hottest topics, including outsourced trading, technology, and middle- and back-office servicing
  • Network and exchange ideas with buyers and suppliers of outsourced services through an interactive virtual experience
  • Hear from Aite Group analysts about key trends impacting your business, and get recommendations on how to best position your organization for future success in today’s evolving industry


Who should attend:

Senior-level asset management and capital markets executives as well as financial industry leaders, including top product and service providers


Aite Group Event Chair and Moderators

                   Event Chair

Audrey Blater
Research Director,
Aite Group

Vinod Jain
Senior Analyst,
Aite Group

Spencer Mindlin
Senior Analyst,
Aite Group

Paul Sinthunont
Senior Analyst,
Aite Group

Featured Speakers

            Special Guest Speaker

Seth Merrin
Co-Founder & Executive Chairman,

Brendan Burke
VP, Foreign Exchange
Investor Services,
Brown Brothers Harriman

Mark Etherington
Chief Technology Officer,
Crux Informatics

John Finn
Polen Capital

Evan Fire
Managing Principal, Chief Operating Officer,
Pzena Investment Management

Aaron Hantman
Chief Executive Officer,
Tourmaline Partners

James (JR) Lowry
Chief Operating Officer,
State Street Alpha

Matt Lundy
Head of Operations,
One River Asset Management

Alan Polo
Managing Director, Global Head of Account Management,

Duncan Robinson
Senior Investment Data Scientist,
Wells Fargo Asset Management

Michael Sottile
Director, Digital Transformation,
Lord Abbett

David Wright
Chief Data Officer (CDO), Commerzbank AG

Additional speakers to be announced soon.

Agenda at a Glance*

Wednesday, May 19, 2021

*All times are in U.S. Eastern Daylight Time

10:30am – 10:40am            Welcome Remarks and Key Findings from Aite Group Research

10:40am – 10:57am            Keynote Session with Seth Merrin, Co-Founder & Executive Chairman, Neuravest

10:57am – 11:49am            Panel 1: Opportunities in Outsourced Trading

11:49am – 12:39pm            Panel 2: Outsourcing Grows as Front-To-Custody Tech Evolves

12:39pm – 1:10pm              Networking Lunch and Virtual Sponsor Showcase

1:10pm – 2:03pm                 Panel 3: New Models for Data Management in Capital Markets

2:03pm – 2:06pm                 Closing Remarks

2:06pm – 2:30pm                 Networking and Virtual Sponsor Showcase

*Subject to change

Premier Sponsor

Platinum Sponsors

Additional sponsors to be announced soon.

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!