Review of ITAS 2009 that took place in Luxembourg, February 2009


Highlights of ITAS 2009

ITAS 2009 Included:

  • Gauging Impacts Of The Credit Crunch On The Funds Industry. What Next For The Funds & TA World? Tracking Recent Fund Flows
  • New Global Markets Summit Day – a roundup of all international TA developments and cross-border challenges
  • New Breakout Sessions on Day One –Distribution, Standardisation & Automation & Fund Manager & Distributor Focus
  • More Distributors and Fund Managers speaking than ever before!
  • More Interactive Electronic Polling Sessions with Q&A
  • More Panel Discussions and chances for the audience to have their say
  • State Of The Art Automation – Where Is It?
  • Electronic Polling Panel Session I: Meeting Of The Minds: What Does Automation Mean To Us?
  • Cost Reduction In Transfer Agency. Impacts Of New Standards & Connectivity Platforms - Supporting Global/Cross Border Distribution
  • The Asset Manager Panel: Are Fees Sustainable For The Fund Manager? New Realisation Of The Fee Structure and How To Get The Most Out Of Your TA
  •  Is Distribution Support Value Added, And Can You Charge For It?

Key Speakers

Paul Brady
Paul Brady Director, Intl Transfer Agent Operations & Customer Service FRANKLIN TEMPLETON INVESTMENTS
Martyn Cuff
Martyn Cuff Director – Head of Operations ALLIANZ GLOBAL INVESTORS EUROPE
Marco Zwick
Marco Zwick Directing Officer SCHRODERS
Dominic Hobson
Dominic Hobson Editor in Chief GLOBAL CUSTODIAN
Simon Osborn
Simon Osborn Managing Director INTERNATIONAL FUND INVESTMENT LTD
Gerald Ratner
Gerald Ratner

Thank you!

A big thank you to all our speakers who made valuable and insightful contributions to ITAS 2009, and we were delighted to see such a great turnout of attendees from all corners of Europe and beyond during these tough economic times. Despite the terrible weather which shut down most of UK’s airports, we saw a great turnout at ITAS 2009 in Luxembourg. Over 40 speakers explored the challenges that the transfer agency and fund processing industry faces in these most volatile of times.

To put our day-to-day challenges in perspective, we were delighted to be able to hear the frank and open presentation from Gerald Ratner.

We would like to thank all our sponsors, especially State Street and IFDS as Lead Sponsors. Bank of America as lunch sponsor, European Fund Administration as Branding sponsor, and Bravura, CACEIS, Societe Generale, Clearstream and Metrosoft as Associate Sponsor

We look forward to coming back to Luxembourg again next year, and hope to see many new faces and as well as those familiar to the Forum as we look to a brighter 2009 and beyond.

The ITAS Team, February 2009

Our past delegates say it best!

“Good interaction of people from different parts of the investment community”
Peter McKenzie, MUTUAL FUND TECHNOLOGIES

“Valuable discussion about real issues with potential solutions – this conference has now reached critical mass”
Frank Roden, BNP PARIBAS

ICBI Event

Lead Sponsors

Associate Sponsors

Media Partners

Lunch Sponsor

USB Memory Stick Sponsor

Exhibitor

Endorsed by

Internet Sponsors

Exhibitors