StatPro Cloud Summit 2012
StatPro’s Cloud Summit is over for another year
Thanks go to all speakers, partners, suppliers and staff who made the StatPro Cloud Summit 2012 such a great success. It was great to see so many clients and prospects again.
We are very pleased to share with you some of the events from the day.
StatPro Cloud Summit 2012 Keynote – Justin Wheatley, CEO
CEO Justin Wheatley opens the StatPro Cloud Summit 2012. In his opening remarks he begins by making the case for cloud-based portfolio analysis. He provides an insightful look into traditional infrastructure and makes an interesting comparison to France’s TGV trains. He then moves on to examine how traditional portfolio analysis takes place, and provides an alternative look at how this is done at each stage with cloud computing. Justin finishes by looking at StatPro Revolution and its key strategic benefits over traditional software, including the availability of a web service, which allows StatPro Revolution to feed into other systems, including mobile systems and apps.
StatPro Cloud Summit 2012 – StatPro Revolution Demo
Neil Smyth, Marketing & Technology Director & Mark Adorian, Non-Executive Director team up to provide a real world scenario based demo of StatPro Revolution at the StatPro Cloud Summit 2012. The demo covers ’360 degree analysis’, including oversight and distribution, portfolio aggregation, portfolio cloning, reporting and collaboration. Receive your own 1-2-1 demo of StatPro Revolution here.
StatPro Cloud Summit 2012 – Product Vision – Dario Cintioli, Product Director
Filmed at the StatPro Cloud Summit 2012, Dario Cintioli presents the product vision for 2013. He sets out the 3 key pillars of StatPro Revolution, StatPro Revolution Plus and the Partner Platform. On StatPro Revolution, Dario outlines the key developments in 2012 whilst setting out the forthcoming enhancements for 2013 which include: extended functional reach into batch reporting workflows, bottom-up attribution and risk factor decomposition. On StatPro Revolution Plus the focus will be around data management and production of external performance. Watch the full video to find out more.
Tim Pearey, COO of Odey Asset Management – fund administrator view
StatPro Cloud Summit 2012 – Mark Adorian, Non-Executive Director chairs a client panel to find out how the clients of StatPro Revolution are using our cloud-based portfolio analytics solution. In this video, Tim Pearey, COO of Odey Asset Management talks about the process of working with fund administrators to get their portfolio data into StatPro Revolution and how the cloud-based solution helped.
Colin Targett, MD of APEX Fund Services – growth in the asset management industry
StatPro Cloud Summit 2012 – Mark Adorian, Non-Executive Director chairs a client panel to find out how the clients of StatPro Revolution are using our cloud-based portfolio analytics solution. In this video, Colin Targett, MD of APEX Fund Services addresses the slowdown of growth in the asset management industry whilst explaining how his company are using StatPro Revolution to add value to their clients.
Peter Hugh Smith, Director of WAY Group – oversight, risk and the FSA
StatPro Cloud Summit 2012 – Mark Adorian, Non-Executive Director chairs a client panel to find out how the clients of StatPro Revolution are using our cloud-based portfolio analytics solution. In this video, Peter Hugh Smith, Director of WAY Group talks about how his organization is dealing with the FSA’s recent retail conduct risk outlook.
Daniel Rotherford, Investment Fund Officer at L&G Unit Trust Managers – improving oversight
StatPro Cloud Summit 2012 – Mark Adorian, Non-Executive Director chairs a client panel to find out how the clients of StatPro Revolution are using our cloud-based portfolio analytics solution. In this video, Daniel Rotherford, Investment Fund Officer at Legal & General Unit Trust Managers talks about his views on oversight and the possibilities of improving this with StatPro Revolution in the cloud.
Dallas McGillivray, Group MD of FMConsult – compliance
StatPro Cloud Summit 2012 – Mark Adorian, Non-Executive Director chairs a client panel to find out how the clients of StatPro Revolution are using our cloud-based portfolio analytics solution. In this video, Dallas McGillivray, Group MD of FMConsult covers the big compliance issues his organization is facing and how StatPro Revolution is helping.
Definitions of cloud computing – Neil Smyth, Marketing & Technology Director – Cloud Summit 2012
Neil Smyth, Marketing and Technology Director at StatPro examines the definition of what cloud computing is. Neil provides a comparison of traditional hosting versus software as a service (SaaS) and cloud computing, including an interesting look at how one compares to a housing estate and the other to a hotel. Find out more about cloud computing in our free white paper.
Public, private and hybrid cloud computing explained – Neil Smyth, Marketing & Technology Director
Filmed at the StatPro Cloud Summit 2012, Neil Smyth, Marketing and Technology Director at StatPro explains the difference between public, private and hybrid cloud computing infrastructures. Access more cloud computing resources here.
Why is cloud computing exciting for StatPro? – Neil Smyth, Marketing & Technology Director
Filmed at the StatPro Cloud Summit 2012, Neil Smyth, Marketing and Technology Director at StatPro covers the key reasons why StatPro has chosen to focus its strategy on cloud computing, including innovation, easier to support (single version software) and cost efficiency. Watch Justin Wheatley’s keynote from the Cloud Summit and hear him make the case for cloud computing here.
Cloud vs. local applications – Neil Smyth, Marketing & Technology Director
In this quick video, Neil Smyth, Marketing and Technology Director at StatPro examines the difference between cloud computing and local applications, including upgrade cycles, full functionality, time scales of commitment and more.
Carl Bacon, CIPM, Chairman at StatPro on his new venture: The Freedom Index
Filmed at the StatPro Cloud Summit 2012, Carl Bacon presents his latest venture, the Freedom Index. Indices designed by asset managers for asset managers.
David Murrin, CEO Emergent Asset Management Ltd – ‘Breaking the code of history’ Part 1
Part 1: The past. Our guest speaker at the StatPro Cloud Summit 2012 David Murrin, CEO Emergent Asset Management Ltd presents “Breaking the code of history” based on his book which highlights the key factors in today’s changing world, as power shifts from the West to the East. In this first part David, looks back at the past and provides some interesting trends and observations.
David Murrin, CEO Emergent Asset Management Ltd – ‘Breaking the code of history’ Part 2
Part 2: The present. Our guest speaker at the StatPro Cloud Summit 2012 David Murrin, CEO Emergent Asset Management Ltd presents “Breaking the code of history” based on his book which highlights the key factors in today’s changing world, as power shifts from the West to the East. In the second part David, looks at where we are today and what lessons we have learnt from the past.
David Murrin, CEO, Emergent Asset Management Ltd – ‘Breaking the code of history’ Part 3
Part 3: The future. Our guest speaker at the StatPro Cloud Summit 2012 David Murrin, CEO Emergent Asset Management Ltd presents “Breaking the code of history” based on his book which highlights the key factors in today’s changing world, as power shifts from the West to the East. In the final part of his presentation David, leaves us with a thought provoking look at what the future holds and how we can all prepare ourselves for it.
The StatPro Cloud Summit takes place on September 13th, 29 floors up in the clouds at the top of Millbank Tower, London. Join portfolio managers, fund administrators, analysts, sales directors and marketing professionals from the global investment market for some insightful presentations and lively debate.
Attendees at our cloud computing event can choose one of three interactive presentations in each breakout session, find out how were taking StatPro Seven into the cloud with StatPro Revolution Plus and hear from our customers and experts including Carl Bacon, CIPM, Chairman, StatPro and David Murrin, CEO, Emergent Asset Management.
0900: Registration and coffee
0930: StatPro looking forward: data management and portfolio analysis
How we’re taking StatPro Seven into the cloud and the latest release of StatPro Revolution, plus our thoughts on the market.
(Justin Wheatley, Mark Adorian, Neil Smyth and Dario Cintioli)
11.15: Coffee
11.45: A customer view, chaired by Mark Adorian
Daniel Rotherford, Investment Funds Officer at Legal & General Unit Trust Managers, Dallas McGillivray, MD, FMConsult, Tim Pearey, COO, Odey Asset Management, Peter Hugh Smith, Director, WAY Group and Colin Targett, MD, APEX Fund Services discuss how they’re using StatPro Revolution to gain a competitive advantage, increase AUM, achieve compliance and improve their business oversight.
12.45: Lunch
13.45: Breakout Sessions Part I
Research – the StatPro risk factor decomposition approach (Marco Marchioro and Dario Cintioli)
This session is a must for StatPro Seven users.
StatPro Revolution Plus Part One – what and why (Carl Bacon, Justin Wheatley & Kate Maryniak)
Attend if you’re a StatPro Seven client and decision maker.
The do’s and don’ts of cloud computing (Neil Smyth)
14.45: Breakout Sessions Part II
Working together: StatPro Seven & StatPro Revolution (Kate Maryniak, Jo Martin and Scott Harris)
StatPro Revolution Plus Part Two – feeding into the roadmap (Carl Bacon, Justin Wheatley, Rita Palmer & Dario Cintioli)
StatPro Revolution masterclass – (StatPro Revolutionaries)
15.45: The Freedom Index
Indices designed by asset managers for asset managers (Carl Bacon)
16.15: Breaking the code of history
David Murrin, Chairman, Emergent Asset Management
17.15: Close followed by champagne reception
Justin Wheatley
David Murrin
CEO, Emergent Asset Management Ltd
David Murrin our guest speaker presents “Breaking the code of history” based on his book which highlights the key factors in today’s changing world, as power shifts from the West to the East.
David has spent the past 25 years in the world of financial markets. Joining JP Morgan in 1986 he trained in New York on their internal MBA equivalent finance program. He traded the FX, Bonds, equities and commodities on JPM’s first European Prop desk. In 1991, he founded and managed JPM’s highly successful European Market Analysis Group, developing new behavioral investment techniques which were utilized at the highest level of the bank. In 1993 David founded Apollo Asset Management, and in 1997 David co-founded Emergent Asset Management as CIO until 2011. His primary role was overseeing trading across all its fund products, as well as being particularly active in the firm’s private equity business, He co-founded Emvest, Emergent’s African land fund in 2008 and acted as its Chairman until its sale from the group in 2011. In addition through Emergent’s Advisory Business which focuses on key investment themes, David was responsible for the critical fund raising for Heritage Oil which allowed it to expand significantly by investing in its Uganda exploration program. He took full control of Emergent in 2011, combining his management of the Geomacro fund with the role of Chief Executive Officer.
Carl Bacon
Chairman, CIPM, StatPro
Founder of the Freedom Index company, Carl Bacon explains the company’s objective to provide free, open and independent indices for use by the asset management community worldwide in his session “The Freedom Index”.
Carl, 49, was appointed Chairman in 2000. Previously he worked as Director of Risk Control and Performance at F&C Investment Management Limited and prior to that was Vice President – Head of Performance at J P Morgan Investment Management Inc. He is a founder member of both the Investment Performance Council and GIPS®, chair of the Verification Sub-Committee, a member of the UK Investment Performance Committee, a member of the Advisory Board of the Journal of Performance Measurement and has been chair of the GIPS Executive Committee. Carl is a director of the Freedom Index Company and is also the author of “Practical Portfolio Performance Measurement & Attribution”. Carl has conducted hundreds of training courses all over the world to teach thousands of people about performance measurement.
Daniel Rotherford
Investment Funds Officer at Legal & General Unit Trust Managers
More information to follow
Tim Pearey
COO, Odey Asset Management
Tim joined Odey in October 2001 and is now CFO/COO. He previously worked at West LB Panmure Gordon in management accounting and risk management. Prior to that Tim worked for PwC as an auditor in the Investment Mgt division. He is Chartered Mgt Accountant and graduated from Aberdeen University in 1998.
Peter Hugh Smith
Director, WAY Group
More information to follow
Colin Targett
MD, APEX Fund Services
More information to follow
Dallas McGillivray
Group Managing Director, FMConsult
Experienced international regulatory and business manager. Previous Global Head of Compliance and Operational Risk at a major asset management company for all business outside the Americas with more than 20 years experience in UK and global regulatory issues, covering both retail and institutional.
Over 8 years with Coopers & Lybrand (now PWC) in four different countries covering audit, accounting services, insolvency and regulation.
Justin Wheatley
Group Chief Executive, StatPro
Justin is a key contributor to the StatPro Cloud Summit. In “StatPro looking forward: data management and portfolio analysis” Justin will introduce StatPro, share our view on the cloud and how it’s changing the way people work and consume technology.
“StatPro Revolution Plus – demonstrable scalable power today” is a joint presentation by Justin and Dario Cintioli. The pair will provide a practical view of StatPro Revolution Plus. Chaired by Justin “StatPro Revolution Plus – delivering your data in a customized way” will form a continuation from the earlier session. Portfolio managers and analysts, fund administrators, sales directors and marketing professionals from the global investment market will be given the chance to feed into the features they’d like to see in StatPro Revolution Plus too.
Justin, 47, began his career with Micropal in 1988. In 1991 he set up an agency to sell Micropal products in Switzerland and from there grew the business by expanding it in France and Luxembourg. In 1994, he founded StatPro to develop portfolio analysis software systems. In 1999 he sold the Micropal agency to raise £1.7 million to fund StatPro’s growth and in May 2000 he floated StatPro by raising £5.0 million to build up StatPro’s international expansion. Since flotation Justin has led several secondary fund raisings, acquired 10 businesses and disposed of two business units. That combined with organic growth has seen StatPro’s revenues grow from under £3.0 million to over £30.0 million since 2000. He has day to day responsibility for the Group.
Mark Adorian
Non-Executive Director, StatPro
Drawing on experience Mark will joint present “StatPro looking forward: data management and portfolio analysis” providing an overview on the impact tools like StatPro Revolution have on the market and exploring this from a fund administrators’ perspective. Mark will also chair the customer workshop where the audience will hear from a fund administrator, asset manager and hedge fund manager as they discuss the benefits they’re seeing from StatPro Revolution.
Mark, 49, was appointed to the Board in 2002. He was previously Managing Director of Standard & Poor’s Fund Services. Mark co-founded Micropal, the global fund performance analysis company in 1986, becoming their Sales & Marketing Director in 1987. In 1992 he became Managing Director of Micropal, and subsequently in 1997 negotiated the sale of Micropal to Standard & Poor’s, a division of the McGraw-Hill Companies. Between 1999 and 2001, Mark was Managing Director of Standard & Poor’s Fund Services, a business created through the merger of Micropal together with two existing Standard & Poor’s businesses and another acquisition. His specific responsibilities included the global development of the enlarged entity. Mark chairs the Group’s Nominations and Remuneration Committees.
Dario Cintioli
Product Director, StatPro
Dario shares the vision for StatPro Revolution Plus, provides attendees with a glance at what’s coming next and explains our plans for it’s release in “StatPro looking forward: data management and portfolio analysis”
In “StatPro Revolution Plus – demonstrable scalable power today” Dario and Justin Wheatley provide a practical view of StatPro Revolution Plus.
Joint presenting with Marco Marchioro, “Research – the StatPro risk factor decomposition approach” Dario and Marco explain a ground-breaking new method to compute risk decomposition.
Dario joined StatPro in 2003 following StatPro’s investment in RiskMap. Dario was the original creator of StatPro Risk Management. He is an expert in risk management, fixed income attribution and reporting techniques, including ‘Value at Risk’, which provides a monetary measure of the risk of a portfolio. Before establishing RiskMap and joining StatPro Dario spent 10 years in leading Italian financial institutions, as Head of Interest Rate Derivatives and Head of Quantitative Analysis. Today Dario is responsible for all StatPro’s products
Professor Marco Marchioro
Head of StatPro Research
Marco and Dario Cintioli joint present “Research – the StatPro risk factor decomposition approach” where the pair explain our new ground-breaking approach to computing risk decomposition.
Marco joined StatPro in 2003 when we acquired RiskMap. Marco is responsible for the internal training on quantitative and risk models. Along with his team he carries out research for the next StatPro quantitative and risk models. He is currently working on a ground-breaking new method to compute risk decomposition. Marco was previously a professor of academia and he still teaches a class on pricing interest-rate and credit derivatives at the University of Milan Bicocca.
“StatPro is a small lab where new ideas can reach clients in a very short time. Working with so many smart people keeps you always on the edge, so that every day there is something new to learn”
Neil Smyth
Marketing & Technology Director, StatPro
Based on his experience of building, selecting and managing cloud services Neil’s presentations include a high level view of how cloud computing can benefit the asset management industry. From vendor selection, security concerns and due diligence to managing cloud service providers, Neil will provide an insight on the do’s and don’ts of cloud computing.
Neil, 36, is responsible for the overall technology strategy and global marketing activity. He joined StatPro in 1997 as a graduate after completing his MSc in Multimedia Technology culminating in a 6 month placement with SONY at their European R&D center in Brussels. Neil has held positions in QA, client services and IT and was the CTO before taking up his current position in January 2011. Neil started the research project which became StatPro Revolution in 2008, leading an initial group of architects and developers to produce prototypes and public beta’s ready for the commercial launch in March 2011. Neil continues to be part of the StatPro Revolution working group today.
Scott Harris
Head of StatPro Revolution Development
Scott, Kate Maryniak and Johanna Martin joint present “Working together: StatPro Seven and StatPro Revolution”. This session has been structured to show how StatPro Revolution can work with StatPro Seven implementations enable complex portfolio analysis and reporting.
Since joining StatPro in 1998, Scott has worked on a variety of products in London and also spent three years based in the Paris office. His responsibilities center on managing the development team, providing valuable input into what goes on behind StatPro Revolution. Scott says he enjoys working at StatPro because of the people. “Even though we are a global company my role allows me to work closely with teams from different offices which gives the company a close knit, friendly atmosphere.”
Johanna Martin
UK Sales Manager, StatPro
Jo joined StatPro in 2005 working in a business development capacity with StatPro’s new and existing clients in the UK and Europe. Her previous experience with an investment management firm has been very useful to clients in evaluating the use of StatPro’s products for best effect. Jo is an Associate Member of the CFA Institute.
“The market landscape is always changing and working with a wide range of industry participants gives us a unique opportunity to stay up to date with changes and how they affect different sectors. We can also identify opportunities for clients to enhance their use of analytics for governance purposes and to assist in growing their businesses”.
Rita Palmer
Product Manager, StatPro
Rita has over 20 years’ experience in the performance measurement industry and has worked for WM Company, Commerzbank and Deutsche Bank. In 2002 Rita joined StatPro in Germany. She is now a performance product manager and performance consultant who, as well as supporting StatPro Seven clients on version 7 (equity and fixed income attribution), is an integral part of the development team working on StatPro Revolution Plus. Rita says “I literally can’t wait until the first version of StatPro Revolution Plus is released so that I can show clients the improvements the new technology gives us in terms of functionality, speed and scalability and how it will improve their daily working lives even making the data control an enjoyable task ”
Kate Maryniak
Performance and Risk Consultant, StatPro
Kate is a member of the CFA Institute and the Global Association of Risk Professionals. She joined StatPro 11 years ago and is an integral part of the StatPro team, working on fixed income for StatPro Revolution, supporting the sales team selling into new clients and assisting clients with implementation where they are using fixed income. Kate is a CFA and FRM charterholder. She says “working at StatPro means she gets to work with enthusiastic people in a dynamic environment where she’s exposed to the latest technology and ground breaking products.”
Directions
Altitude 360
29th floor of the Millbank Tower
21-24 Millbank
London
SW1P 4QP
T: 0845 500 2929
On arrival please present yourself at reception to gain access to Altitude 360.
By Tube: Nearest tube stations are Pimlico and Westminster.
Pimlico is on the Victoria Line. From the tube station head towards Tate Britain. Once you have passed Tate Britain, after a 2 minute walk you will find the Millbank Tower.
Westminster is on the District and Circle Line. From the tube station head to the river, turn left on Millbank and the Millbank Tower is approx a 10 minute walk.
By Rail: Vauxhall is approx a 10 minute walk from the Millbank Tower. Cross Vauxhall Bridge and head right on Millbank. After a 5 minute walk you will see the Millbank Tower.
Water Taxis: Water Taxis stop at Millbank Pier on the Tate To Tate service from Bankside Pier every 40 minutes.
By Road: From London Heathrow get onto the M4 in the direction of Central London. Continue onto Great West Rd/A4 for 3.8 miles (you will go through 1 roundabout). Turn right onto Earls Court Rd/A3220 for 1.2 miles. Turn left onto Cremorne Rd/A3220. Continue onto Cheyne Walk/A3212. (You will have entered the toll zone at Bessborough Gardens/A202). Millbank Tower will be on your left.
From London Gatwick get onto the M23 heading towards M25/London/Dartford/Heathrow Airport. Continue onto London Rd N/A23. At the roundabout, take the 2nd exit onto Brighton Rd/A237 (go through 1 roundabout). Turn left onto Lion Green Rd/A237. Follow the A237 through 3 roundabouts. At the roundabout take the 1st exit onto Commonside W/A236. Follow the A236 through 1 roundabout. Turn left into Raleigh Gardens/A217/A236. Keep left at the fork. Continue to follow the A217. Turn right onto Tooting High St/A24. Continue onto Clapham Common South Side/A3. Turn left onto Union Rd. Turn right onto Wandsworth Rd/A3036. Slight left onto Wandsworth Rd/A202. Turn right onto Millbank/A3212. You have entered the toll zone. Millbank Tower will be on your left.
Please note their are no parking facilities at Altitude 360. Click here for the nearest parking.
