Program
More sessions will be added as we get closer to the event date. You will be able to pre-register for sessions in the North America Summit App. Stay tuned for app details.

Wednesday, September 6


1:30 – 2:30 PM
Registration & Marketplace

2:30 – 4 PM
General Plenary:

  • Conference opening
  • Welcome and North America update,
    Christian Kromann, CEO, SimCorp
    Oliver Johnson, CRO, SimCorp
  • Product strategy and Roadmap,
    Marc Schröter, CPO, SimCorp

4 – 5 PM
Marketplace

5 – 5:45 PM
User Group Session

6 – 7 PM
Cocktail Reception @ the Colonade

Thursday, September 7


7 – 8 AM
Power Walking TourDC Monuments 

8 – 9 AM
Breakfast and Marketplace

9 – 10:30 AM
Plenary:

  • SaaS Customer Panel,
    Wade Saadi, Senior Sales Manager, SaaS, SimCorp
    Aimee Scott, Investment Accounting Supervisor,
    RSA – Retirement Systems of Alabama
    Steve Merriett, Assistant Director – Investment Accounting & Compliance, OPERS – Ohio Public Employees Retirement System
  • Investment tenacity in uncertain times,
    Dean McIntyre, GTM Strategy, Asset Management, SimCorp
    Eric Chung, Senior Portfolio Manager, Hudson Edge Investment Partners
    Edward Kuczma, GTM Senior Strategy Principal, SimCorp

10:30 – 11 AM
Marketplace & Break

11 AM – 12:30 PM
Breakout Sessions 1 & 2

12:30 – 1:30 PM
Lunch & Marketplace

1:30 – 3 PM
Breakout Sessions 3 & 4

3 – 3:30 PM
Marketplace & Break 

3:30 – 5 PM
Plenary:

  • How to leverage your optimal operating model with data interoperability,
    Zoë Sheehan, Vice President, Strategy, SimCorp
    Steve Wisneski, SVP, Head of Operations Strategy, Franklin Templeton
    Scott Wybranski, CEO, Meradia
  • Inspirational keynote,
    Andrew Hessel, Founder of Human Genomics
  • Closing

6:30 – 10:30 PM
Dinner & Party @ 12 Stories

Breakout sessions
More sessions will be added as we get closer to the event date. You will be able to pre-register for sessions in the North America Summit App. Stay tuned for app details.

Join this session to learn about the SimCorp API platform and how to leverage the SimCorp APIs to drive innovation and create additional value.

SimCorp will highlight the recent investments in our API infrastructure covering frameworks, deployment and governance. In addition SimCorp will provide an overview of our API offering, our partner integrations building an ecosystem around SimCorp Dimension and future plans.

This session will cater for those who want an overview of our API platform as well as anyone interested in integrating external capabilities into SimCorp Dimension.

This session will look at data from a business process point of view, through the overarching framework of data acquisition, data processing, and data distribution.

We will look at the importance of data governance, data lineage and data quality and the benefits of a clearly defined data strategy.

Data and outsourcing of operational processes to focus on core business are key priorities of buy-side leaders to meet their strategic priorities and goals.

Technology-enabled services are combining the best of two worlds, technology and business services. SimCorp's new Investment Accounting and Operations Services are technology driven services powered by the high automation and STP capabilities of SimCorp Dimension with full optionality for you to consume our solutions the way that best fits your needs.

Join this session if you are trading any class of derivative product and would like to learn how our platform has evolved around margin management, plus our plans for future versions.

Learn about new functionalities that will tighten margin controls, improve transparency and which will generate alpha by either increasing investible cash or through the effective prioritization of eligible assets for collateral purposes.

See examples of why clients have turned to optimization capabilities, and the benefits they have realized on implementation.

Finally, receive an update on the future roadmap and the move towards an exception-based utility.

Private Market investments have seen remarkable growth over the past few years, prompting operational reviews to bring this unique asset class in line with traditional investments.

Effectively scaling Alternatives in your current operating model is complex, with most firms establishing separate teams and processes to handle this asset class – which results in higher costs and intricate consolidation issues.

Join this session to learn how you can successfully scale your Alternatives business by leveraging SimCorp's innovative Alternatives offer. We’ll share examples to show how this has already been achieved by your peers using SimCorp Dimension.

Join this session to learn about SimCorp’s SaaS managed services including Customer Care, Continuous Testing and Configuration Deployment. Ideal for clients who want to change their business at a more rapid pace, our services have enabled clients to free up resources for other projects, reduce time to market for new features and functions, and mitigate many of the risks associated with manual deployments.

This session will cater to participants who are looking to expand their current SaaS service suite or who are considering adding managed services to their SimCorp portfolio.

Join the session if you already using our Investment Accounting Manager and would like to learn what you can achieve with the recent developments.

Learn about our increases comprehensive support for lot-based accounting regimes – accrued interest on lot level. And the easy migration strategy to activate this additional functionality.

We also discuss how to make your change management process easier – with a possibility to automatically simulate your changes in your accounting configuration with already existing transactions and compare the results.

Finally get a brief introduction to our Investment Accounting Service – the scope for your market and how we can help you to close your books earlier.

Outsourcing of data and operational processes to focus on core business are key priorities of buy-side leaders to meet their strategic priorities and goals.

Technology-enabled services are combining the best of two worlds, technology and business services. SimCorp's new Investment Operations and Accounting Services are technology driven services powered by the high automation and STP capabilities of SimCorp Dimension with full optionality for you to consume our solutions the way that best fits your needs.

Come join this session to learn how you can make your operations and accounting scalable and effective and improve your profitability. We will share examples of how this has already been achieved by you peers.

Traditionally, ESG investing has been seen as an overlay to normal investing processes, a siloed activity, implemented in satellite systems.

However, disconnected processes lead to business risk, inefficiencies, and manual work. As ESG is growing, the winning target operating model is an ESG Book of Record (EBOR) that ensures consistency and automation across all business areas and all asset classes.

Join this session to learn how and why many of SimCorp’s clients have already onboarded our EBOR solution with ESG natively built in.

Finding Alpha in such volatile times can be tough, reacting to everchanging world events, politics and regulation is not easy.

Find out how utilizing the robust real time IBOR of SimCorp can empower front office users to be ready to react, and act with confidence.

Join this session to see how each investment persona can utilize the investment tools of SimCorp, why it’s so important to reflect your investment identity in the tools you use and how the single nature of SimCorp can remove operation risk in your process.

With the release of our new Investment Analytics Service, we change the playing field within portfolio analytics, in particular Performance Measurement and Attribution.

We now enable performance analysts to dynamically work with any performance breakdowns, on-demand and have advanced Performance analytics calculated in real-time.

With our offer, you will only need one single system to support all Investment Performance use cases. This includes:
• GIPS certification
• Client reporting
• Front-office analysis

Join this session to learn all about the next generation Investment Analytics, the next generation Performance solution and also get a firsthand view on the new and modernized user experience for SimCorp users.

There’s a wealth of innovation available in our space and SimCorp provides a very open platform enabling you to also leverage innovation from other vendors. But more vendors tends to mean more IT projects competing for scarce resources.

With SimCorp’s Open Platform partner ecosystem standard integrations are available out of the box for a growing set of leading players and innovative newcomers. Join this session to learn more about what’s available and how other clients gain value from these partnerships.

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