Paul Mason

Chief Operating Officer
Montgomery Global Investment Management

Check out the incredible speaker line-up to see who will be joining Paul.

Download The Latest Agenda

Workshop: Wednesday, 5th June 2019

Wednesday, June 5th, 2019

7:30 AM Insourcing Vs Outsourcing: Decision Making Processes Around Systems, Process and People to Improve Operational Efficiency

To remain competitive in an evolving landscape, investment and fund managers must keep operations lean and running as efficiently as possible to improve value driven functions. This includes boosting business opportunities through organizational agility and efficiency to enable innovation and future proofing systems. Making the right decisions will drive new efficiencies, enabling streamlined processes and customer experience.

This workshop will guide you through some of the toughest decisions to help you successfully implement these measure to improve returns and maximise revenue

This workshop will:

Transform systems by modernizing legacy systems to lower inefficiency and costs of maintenance
Develop ethical considerations around people by developing loyalty and reducing compliance risk
Highlight opportunities in fintech to provide platforms for data storage and collaboration, providing efficiency for numerous back office operations

Facilitator:

Conference Day One: Wednesday, 5th June 2019

Wednesday, June 5th, 2019

2:20 PM How Montgomery Investment Management Is Bringing Maturity to Automation of Processes in Investment Operations

Automation is transforming the way investment and asset management operations are carried out on a daily basis. Investment and asset management company back offices are often rife with manual work so automation is needed for better operational efficiency and to cut down on costs. Montgomery Investment Management has automated a large part of the operations to bring efficiency and add value to their front office.

Optimising investment operations through improved automation
Accelerating analysis and reporting generation to overcome the repetitive grind of moving data to generate reports
Mastering operational complexity to ensure quality data for analytics