FEATURED TOPIC
How Asset Owners Can Become Data‑Centric Investors
How Asset Owners Can Become Data‑Centric Investors
AIR DATE
October 25, 2021 | 12:00 PM, EDT
October 25, 2021 | 12:00 PM, EDT
DISCUSSION HIGHLIGHTS
Institutional investors are seeing rising demand for more and better access to data. Against this backdrop, new challenges are emerging – such as rising data volumes and the need to manage alternatives and unstructured data sources – and analytics and reporting is becoming more complex. This Monday Minute panel discussion will address what Canadian pension plans need to keep in mind when it comes to investment and technology operations and how best to manage the transition to becoming a data-centric organization.
Institutional investors are seeing rising demand for more and better access to data. Against this backdrop, new challenges are emerging – such as rising data volumes and the need to manage alternatives and unstructured data sources – and analytics and reporting is becoming more complex. This Monday Minute panel discussion will address what Canadian pension plans need to keep in mind when it comes to investment and technology operations and how best to manage the transition to becoming a data-centric organization.
Monday Minute Chats are available to senior decision-makers within Canadian pension funds who are currently subscribed to the CLC Newsletter.
Access to the Monday Minute provides you the link to view at your leisure or share with your team.
Access to the Monday Minute provides you the link to view at your leisure or share with your team.
DARCIE JAMES MAXWELL
Lead Architect, Client Data Solutions | CIBC Mellon and BNY Mellon
Lead Architect, Client Data Solutions | CIBC Mellon and BNY Mellon
Darcie James Maxwell is Lead Architect, Client Data Solutions in Canada. She is also a member of the CIBC Mellon leadership team. As Lead Architect, Client Data Solutions, Darcie works with institutional and wealth investors to assess and analyze their business strategy, business requirements, current state environment and technology choices, bringing forward alternatives that designed to meet their business needs. She works across our Canadian and global organization to translate a client strategy into operational reality.
Darcie has more than 20 years of data, investment technology, performance and attribution experience. Her previous roles across the BNY Mellon global enterprise include project management, implementation consulting, and relationship management. She also serves as a member of the Board of Directors for The Learning Partnership.
Darcie has more than 20 years of data, investment technology, performance and attribution experience. Her previous roles across the BNY Mellon global enterprise include project management, implementation consulting, and relationship management. She also serves as a member of the Board of Directors for The Learning Partnership.
DANNY LUK
Director, Data Management | IMCO
Director, Data Management | IMCO
Danny leads IMCO’s data program with responsibilities spanning data vendor management, data quality management and operations, data advisory and data governance. Danny has more than 10 years of experience in data management with a deep understanding of capital markets.
Prior to joining Investment Management Corporation of Ontario (IMCO) at inception in 2017, Danny was at Ontario Teachers’ Pension Plan where he led the implementation of the enterprise data warehouse. Danny holds a double degree in Mathematics and Business Administration from University of Waterloo and Wilfrid Laurier University. He is also a CFA charterholder and certified Financial Risk Manager.
Prior to joining Investment Management Corporation of Ontario (IMCO) at inception in 2017, Danny was at Ontario Teachers’ Pension Plan where he led the implementation of the enterprise data warehouse. Danny holds a double degree in Mathematics and Business Administration from University of Waterloo and Wilfrid Laurier University. He is also a CFA charterholder and certified Financial Risk Manager.
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