Moderator: Paul Sinthunont, Senior Analyst, Aite Group

Speakers:
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, Enfusion
Michael Sottile, Director Digital Transformation, Lord Abbett

The evolution of the investment management and asset servicing industry has defined the optimum operating model. But the latest mergers and acquisitions, as well as partnerships between the technology and the asset servicing communities, suggest further changes are to come for the buy-side industry and its counterparts. 

Not only is the range of outsourcing services available from third parties increasing across the investment and operational life cycle, but also the asset management community is more inclined to outsource the development and management of technology. What does the future operating model of asset managers look like given these industry changes? And how about the asset servicer?