Asset Management

Next Meeting
RESERVE A SPOT
Date:
Tuesday May 17, 2022 4:30pm - 6:00pm US/Eastern
Location:
Zoom
Agenda:

Analytics-Driven Cost Management
Using AI to Combat Inflation – an Analytics Driven Approach to Cost Management

During inflationary times, CEOs and CFOs increase their emphasis on cost management. However, traditional approaches that focus on individual line items, hiring freezes, and decree absolute cost reduction targets, while marginally effective in the short-term, are largely based on intuition/gut-feel. With few unbiased analytics applied to the cost/value relationship, traditional cost management often fails to meet its targets, and is disconnected from strategy and medium/long-term revenue growth.


Therefore, in today’s supply-constrained and inflationary environment, it's necessary to have analytics-driven cost management, which delivers unbiased insights to integrate with business strategy and revenue expectations. Top-line scenario planning becomes an essential aspect of the cost management approach to identify specific actions to be taken to execute an inflation fighting plan. Understanding expected results from actions combined with the actual and predicted results, allows managers runway to course correct and focus on areas with the highest impact/reward.


During this webinar, we will discuss the following:


• Traditional cost management limitations 
• The need for and benefits from analytics-driven cost management 
• Framework of our proprietary Target Operating Model
• Roadmap for implementing an analytics culture of data driven decisions
• Use cases in applied analytics and scenario planning
• Value gained from analytics-driven cost management

SPEAKER PANEL:


ROBERT J. ZWERLING is a high-tech entrepreneur, global speaker and thought leader on AI and analytics, and has co-authored dozens of papers and books. He is Managing Director at Aurora Predictions, providing AI-Enabled analytics with an intuitive/no-code platform to automatically reveal insights for better forecasts, planning, and decision-making; and Managing Director of the Finance Analytics Institute, which teaches how to implement analytics through papers, surveys, benchmarks, and the Analytics Academy. He holds two degrees in engineering and is a registered Professional Engineer.

GREGORY DERDERIAN – is Managing Partner, Aegis Advisory Partners. He is a Finance, Risk & Compliance leader with over 30 years’ experience as both an industry practitioner and consultant in the design, construction, and deployment of the underlying processes, data, information, tools, and technology. He architected the firms Target Operating Model framework and is a frequent speaker and author on finance improvement and business insights.

LAWRENCE S. MAISEL is President of DecisionVu Analytics, a management consultancy specializing in Performance Management, Data Analytics, and Operations Improvements. He is an experienced executive with proven leadership to drive efficiency and control through planning and analysis, AI-enabled analytics, and operating process redesign. Maisel is a CPA, MBA, and CGMA. He co-authored “AI-Enabled Analytics For Business”, with Robert J Zwerling and Jesper H Sorensen. He is a former Senior KPMG Partner and an Adjunct Professor, Columbia University’s Graduate School of Business.

Meeting Moderator/Host:

ERIN BENGTSON-OLIVIERI - is a strategic senior finance leader and business partner with extensive experience in transformation, maximize performance and growing organizations. She was most recently CFO at AllianzGI US and held various CFO and leadership roles Deutsche Bank and D.E. Shaw. Erin has worked across a variety of business models (asset/wealth/investment management and hedge funds) in both project and line roles. She started her career at Grant Thornton focusing on financial services. Erin has a BA in Accounting from Hofstra University.

Description

Purpose: To build relationships and share resources related to the investment asset management sector and career development. Asset Management SIG members include all functional specialties related to similar target markets in the investment management arena worldwide. Members include all functional areas of the private and public investment markets, including CFO's, COO's, treasurers, con...

Purpose: To build relationships and share resources related to the investment asset management sector and career development.

Asset Management SIG members include all functional specialties related to similar target markets in the investment management arena worldwide.

Members include all functional areas of the private and public investment markets, including CFO's, COO's, treasurers, controllers, portfolio/investment managers and analysts. Disciplines in this SIG are equally broad, encompassing professionals in fixed income, equities, derivatives, funds of funds, private equity, real estate, hedge funds, family offices, and trading operations.

DATA BASE - SIG member names, contact information and backgrounds are available to search for others to network beyond your local group.


Purpose:

To share/build knowledge within the Investment Management Sector, promote business development activities among members, develop lasting relationships, build consensus, share resources and communicate regularly on items of interest to Investment Management professionals – both those currently employed and those in transition.

NEW YORK CITY Asset Management SIG members include all functional specialties related to Investment Management worldwide. Members include all functional areas of the private and public investment markets, including CEO’s, CIO’s, CFO's, COO's, tax professionals, treasurers, controllers, portfolio/investment managers and analysts, etc. Disciplines in this SIG are equally broad, encompassing professionals in fixed income, equities, derivatives, mutual funds, funds of funds, private equity, real estate, hedge funds, family offices, investment banking, banking, lending and trading operations.

Here is a playlist of our SIG's recorded videos

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Analytics-Driven Cost Management May 17
4:30pm - 6:00pm US/Eastern
52 Not registered Free
Adding to Your Cash Flow and Bottom Line with the CARES Act Mar 30
4:00pm - 5:00pm US/Eastern
36 Not registered Free
IT Costs – components and tips to reduce expenditures Jan 27
4:30pm - 5:45pm US/Eastern
31 Not registered Free
Sales Compensation – More than Quotas and Commissions. Dec 02, 2021
4:30pm - 6:00pm US/Eastern
57 Not registered Free
ESG – What is this, how does it impact organizations and clients? Nov 04, 2021
4:30pm - 6:00pm US/Eastern
104 Not registered Free
Judgment on Stock Market Valuations Apr 20, 2021
4:30pm - 5:45pm
110 Not registered Free
How to Leverage FinTech in Asset Management Feb 16, 2021
4:30pm - 6:00pm
50 Not registered Free
Asset Management SIG Meeting Jan 19, 2021
4:30pm - 6:00pm
55 Not registered Free
Dec 15, 2020
4:30pm - 6:00pm
42 Not registered Free
Nov 17, 2020
4:30pm - 6:00pm
35 Not registered Free
Oct 20, 2020
4:30pm - 6:00pm
50 Not registered Free
Sep 15, 2020
4:30pm - 6:30pm
19 Not registered Free
Jul 14, 2020
4:30pm - 6:30pm
30 Not registered $5.00
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Member Stats

Total Members 3676
Alumni (55%) 2,026
Active (42%) 1,557
Associate (1%) 7
Retired (2%) 85
Dummy (1%) 1