Strategic Outsourcing in Financial Services Conference - Jan. 23

"Strategic Outsourcing In Financial Services" - Conference Agenda

Date: Thursday, January 23, 2003

Time: 8:00AM - 4:30PM - Complimentary Breakfast 8:00AM-9:00AM - Program Begins at 9:00AM - Lunch: Noon-1:00PM

Location: South Atlantic Conference Room, Second Floor, Boston Harbor Hotel; 70 Rowes Wharf, Boston, Massachusetts 02110; Telephone: 617-439-7000

Speaker and Topic List:

"Impending Structural Changes in Banking and Capital Markets" - George Feiger, former Partner and Head of Business Innovation Solutions at Capco; Global Head of Private Banking Domestic Clients, UBS; Global Head of Investment Banking; SBC Warburg; Director and Senior Partner in the Financial Institutions Practice; McKinsey and Co.

"An Analysts's View of Outsourcing" - A compelling and informative investigation into the strategies that financial services firms are using to succeed in outsourcing, by Jessica Goepfert, International Data Corporation.

"Banking, Investment & Trading Services - Bringing Business in Focus" - A buy-side perspective on business process outsourcing - Panel discussion moderated by Shuhbro Sen, President and CEO, PowerShare, Inc.

"Banking & Investment Servicing - Outsourcing the Middle & Back Office" - A sell-side perspective on business process outsourcing - Panel discussion moderated by Larry Rinne and Ray Ferrara, Co-Founder and CEO of Fiducité.

Offshore: the Good, the Bad, and the Ugly - Cost pressures are forcing many organizations to move IT, call center, and business operations offshore. John McCarthy, Group Director of Research at Forrester Research, Inc. examines the results of a survey of 145 Fortune 1000 class businesses and provides guidelines and best practices for managing the "offshore lifecycle".

"Augmenting the Art - Delivering Efficiency in Operations & Technology" - Dr. Anatoly Altshuler, Vice President Financial Services Strategy Practice - TCS America and former head of development; Omgeo and Thomson Financial examines the "Tough New World of Operational Efficiency", including portfolio management of operational and physical assets; bottom-line business engineering for institutional maintenance and development; and hedging and structuring expenses on operations and investments for a global support system.

More Topics, Speaker Panels, and Breakout Sessions to come...please bookmark this page!