Stephen Gouthro

Head of Investment Operations
Putnam Investments

Steve is an investment operations executive with a proven track record leading strategic initiatives, and service teams in both operations and technology. My experience covers all asset classes in support of portfolio management, investment research, product & marketing and client services for mutual funds, institutional investors and hedge funds. Focus areas include strategic planning, transition management, relationship management, investment operations, data management, portfolio and competitor analysis, market data, sales & client reporting, new product implementation and product information management. As, head of investment operations, he is responsible for product information management, performance, analytics & attribution, investment & market data, vendor management & contract negotiation, sales support, client reporting and various strategic initiatives.

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

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Day 2 - Wednesday 22nd March 2017

Monday, September 3rd, 2018

10:25 360 Perspective: Staying ahead of the game: How is the investment landscape evolving and what can operations do to guarantee their readiness for adapting to these trends?

What impact will increase M&A activity have on trading volumes and workflows? What will be required in terms of operational infrastructure?
How will clients change their criteria for investment advisor selection? How can operations be optimized to create a more attractive model to new clients?
Active vs. Passive funds: How can active funds compete in a low-cost, low-touch environment and what will be the implications for operations?
How will changing technology, a shift in global wealth, and risk management disrupt the investment management industry over the next three to five years? Are asset managers becoming more like sell side institutions?