The Data Management Working Group for the Alternative investment industry
from Thursday, January 19, 2017 7:30AM to Thursday, January 19, 2017 10:00AM
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Event Details
The goal of the DMWG is to create a strong culture of data management within the alternative investments industry by establishing best practices and industry standards. This unique program is designed to help alternative investment manager COOs and CFOs and operational and accounting professionals understand WHY data management is important and HOW to affect change within their organization to better collect, manage, secure and use data. What you will learn: What does Data Management mean to the non-CTO Why a culture of Data Management is important to your firm What are Data Management best practices How upstream data decisions impact downstream outputs How Data Management can create significant efficiencies and reduce key person risk The positives effects Data Management has on a firm’s investor relations and marketing campaigns How Data management positively impacts the investor ODD process and regulatory exams The relationship between a firm’s Data Management policies and procedures and its cybersecurity initiatives Agenda: 8:30 to 8:45 - Introduction to Data Management Best Practices and Governance 8:45 to 9:30 – Data Management and how it impacts OMS/PMS, operations and trade support 9:30 to 10:15 - Data Management and how it impacts Accounting, Risk, Investor Relations and Marketing 10:15 to 11:00 - Data Management and how it impacts Compliance, Regulatory and Cybersecurity The program is being created and presented by fund managers, investors and service providers to provide a well-rounded, broad view of the issues surrounding data management, collection and use in an ever changing technological and regulatory environment. Chair: Marshall Terry – Rotation Capital Management, L.P. Members: Abacus Group ACA Aponix Backstop Solutions Group Bloomberg LP Bracewell LLP CitcoDeutsche Bank, AGEZE SoftwareEnTrustPermalFinancial FabricIMDDAPwCRotation Capital Management, L.P.SS&C Data Management Working Group for the Alternative Investment Industry Mission Statement: To create a strong culture of data management within the alternative investments industry and establish industry standards. Objectives: 1) Bring together all industry groups (managers, allocators and service providers) to create a unified industry initiative focusing on finding solutions to the data management issues facing the alternative investment industry 2) Improve the overall quality of data within the alternative investments industry 3) Educate and develop awareness for the need for a strong culture of data management within the alternative investments industry 4) Develop data management best practices and governance standards for the alternative investments industry and memorialize within documentation Benefits: 1) Reduced operational and regulatory risk 2) Reduced operating expenses 3) Increased operational efficiencies 4) Streamline due diligence and regulatory transparency demands Plan Forward: 1) January 19, 2017 – initial meeting to introduce the initiative and create industry interest 2) Establish Steering group to provide focus, leadership and structure 3) Establish working group to collect, discuss and categorize data management problems in the alternative investments industry 4) Establish working group to draft industry standards, governance and best practices for data management in alternative investments
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