Trade Tech Invest Ops 2017 (past event)

March 21 - 22, 2017

Renaissance Tampa International Plaza Hotel, Tampa FL

(001) 416-597-4753

Stephen Gouthro, Head of Investment Operations at Putnam Investments
Putnam Investments Logo

Stephen Gouthro


Head of Investment Operations
Putnam Investments

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

Download The Latest Agenda

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?