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SESSIONS
2009 Linedata Client Conference: Balance goes beyond simple product briefings, and will tackle issues that are now creating instability for the buy-side, from front-office to back-office. Balance will provide perspective, insight and responses to these issues across all three days of the conference, covering Compliance, Risk Management, Transparency, Cost Reductions, and Managing Operational and Trading Risk.
KEYNOTE ADDRESS
Daniel Strachman will be delivering a speech on The Future of the Money Management Industry: How Hedge and Mutual Funds Will Collide. In his presentation, Mr. Strachman will cover:
Why regulation is a good thing
How assets are being raised in this environment
How mutual and hedge funds will collide and what this means to you
Daniel Strachman has been working on Wall Street for more than 12 years in institutional brokerage, money management, mutual fund and hedge fund product development and marketing. He is the author of five books on investment strategy, the hedge fund industry and investment managers, and he has written for The Financial Times, The Boston Globe, Interview Magazine, The New York Post and American Banker.
To be sure, Balance will also cover office-specific content as well, positioned around key highlights and developments:
- Our front-office clients will have a chance to see all our trading and compliance product enhancements as well as the newest additions to our front-office suite including LongView Live and Linedata Reporting.
- For alternative-focused clients currently using our middle-office solutions, we will be presenting Linedata's vision and roadmap for our suite of hedge fund solutions as well as hosting discussions around managing market risk.
- Our back-office clients will get a look at new functionality in our fund accounting and learn about our plans for our transfer agency/investor accounting solutions. Highlights include our robust NAV dashboard, Revaluation Processing, Event Driven Task Scheduler and other solutions to help reduce costs, control operational risk and increase transparency.
Key:  = Front-Office  = Middle-Office  = Back-Office
LongView Trading & Linedata Compliance Roadmap
On the back of three global OMS awards for LongView in 2008, Linedata has launched the most significant LongView and Linedata Compliance releases in almost a decade. These releases include LongView Live, expanded derivatives coverage, wizard-based rule builders, new trading functionality, the addition of a new reporting product and a technology backbone that will serve the firm well into the next decade. All of these developments were built around one big idea: Make it intuitive, fast and comprehensive. New scandals, new regulations and new client demands have lead to new challenges for the Buy side. In this session, we will show you the new tools that you will need to respond to, and overcome, these challenges over the next decade.
LongView Live (LAB)
This session will provide a tour of the LongView Live application in Version 7. The lab setting will give users a hands-on opportunity to explore the new functionality.
Linedata Reporting: Tackling Transparency
Transparency and disclosure have become the mantra of both investors and regulators. See what Linedata can do to help your firm turn these challenges into opportunities. This session will provide an overview of system capabilities, and give a sneak preview at what is coming later in 2009.
Annual FIX User Group Meeting
Meet with your colleagues to discuss the latest in electronic trading and FIX protocol. Learn how others are supporting and using the LongView Gateway, including Linedata's own hosted environment.
Advancements in LongView Trading
Join us to review improvements in Electronic Trading, including the updated Trade Blotter, which allows direct management of FIX placements and tickets. Receive important updates about our integration efforts with external partners using our patent pending Blotter Synchronization technology.
Fixed Income Portfolio Analysis and Deal Capture
Over the past 24 months, the risk of trading OTC markets has become a major concern for many buy-side firms. Linedata continues to excel in mitigating operational risk around fixed income trading, by focusing on straight-through-processing ("STP"). This session will review the primary STP workflows that LongView supports around deal management with sell-side firms and EMS systems.
Swaps and Derivatives Trading in LongView
The swaps world continues to evolve, even as default risks hit record levels. Yet LongView continues to provide fluid workflows while expanding swap types to accommodate Total Return and Currency swaps. This session will review the key benefits of trading swaps in LongView and the workflows that support these asset types.
Compliance and Reporting (LAB)
Stop by and kick the tires on the latest version of compliance and reporting in this hands-on, unscripted, open forum lead by Linedata's VP of Compliance Product.
Linedata Compliance 101: General Overview
New scandals and new regulations demand new tools. In this session we will highlight changes we have made to better help you respond to these changes. Come hear about recently released features and those currently in the planning process.
Linedata Compliance 201: Rule & Breach Management
Get an in-depth look at the vastly improved rule builder and breach management capabilities. In this session, we will demonstrate the all new filter builder, formula builder, test-rule facility, benchmark-rule template and compliance workflows.
Linedata Hosting
Meeting your current and future needs involves more than just software - it requires services around that software. In this session, we will highlight some of the services and solutions available today as part of our "Linedata Hosting" service offerings. These services cover the full scope of our front-, middle-, and back-office products including LongView Trading, Linedata Compliance, Linedata Reporting, PositionManager, FundManager, MFACT and MSHARE. We are also interested to hear from you about any other products or services that we should be providing.
Linedata Upgrade Roundtable
Death, taxes and upgrades - they're all inevitable, but let us help you make the last in the list a pleasant experience. Join us for a discussion of the upgrade process for our front-office applications in this open forum session. Share lessons learned, success stories, and recommendations with your peers.
LongView Architecture
Linedata's Senior Vice President of Development leads an open forum discussion about the LongView Trading / Linedata Compliance architecture and the development environment.
Fine Tuning Your LongView and Linedata Compliance Environment
This open forum with your peers introduces tips and troubleshooting techniques to optimize the technical environment for the Linedata product set, allowing you to get optimal performance out of your systems.
Traders' Roundtable
This interactive, trader-only round table will allow you to discuss trends, recap the year and provide feedback for enhancements.
Linedata Hedge Fund Solutions Roadmap: Counterparty Risk & PositionManager
Stuart Calder, Linedata's head of product strategy for Hedge Funds, will set out the vision and roadmap for the next 18 months through the end of2010.
Compliance: an Essential Tool for the Modern Hedge Fund
In the wake of unprecedented fraud in the hedge fund industry, investors and regulators alike are demanding greater controls and stricter adherence to stated guidelines. Come see how Linedata Compliance can help your firm adapt with today's rapidly changing compliance environment.
Market Risk in a World Where VAR Falls Short
Stuart Calder, Linedata's head of product strategy for Hedge Funds, and Blaise Labriola, CEO of Altaira, which powers the Linedata Risk Analytics system , will explain why market risk cannot be adequately expressed as a single number. New, more sophisticated approaches are called for in a world where the old certainties have been swept away in a few short months. The session will include a demonstration of scenario modeling and risk hedging using a combination of the FundManager platform and the Linedata Risk Analytics system.
MFact Manager's Dashboard (LAB)
See the NAV Dashboard work as a real-time exception-based workflow handling and reporting application. The Dashboard allows supervisors and managers within an organization to more efficiently monitor the fund valuations under their control. Watch us demonstrate and explain how it can be used to manage the NAV process with real-time statuses and drill-down capabilities to quickly isolate and identify potential issues.
MFact Scheduler: New Operational Flexibility & Efficiency (LAB)
Explore the 2008.2 features designed to decrease operational risk and increase flexibility/efficiency. These tools allow clients to better scale their business; increasing revenues without a corresponding increase in operating costs. Watch how the Task Scheduler can be used to initiate processes or reports, store reports in a central location, and send emails out with links to reports upon completion. This module can truly change old operational boundaries.
MFact Multi-Manager NAV Reporting
Learn how changes planned for MFact's 2009 release will give users Multi-manager NAV capability. This updated Sub-unit module will provide the scale for full portfolio and general ledger reporting for each sub-unit while only putting forth the effort to maintain a single fund.
MShare Product Roadmap: New Income Allocation and Fee Processing Module
Learn about the 2010 release plans for MShare as we align changes with current trends for lower overhead, and an increased focus on operational risk and transparency. Come listen to our plans for the new MShare Allocation and Fee Processing Module that will allocate portfolio profit / loss throughout multi-level fund structures. This new user-friendly module will provide extensive functionality surrounding side pocket and class specific allocations, multi-currency share classes and the calculation of complex fees.
MFact Product Roadmap
Discuss industry trends and learn more about our plans for the product. Learn what you can expect in 2009 and 2010 that will increase your operational efficiency and help you manage back office risk. We will discuss plans that will make quarterly financial reporting easier, enhance portfolio reconciliations, and extend features around corporate acquisitions and exchange processing.
MFact 2008.2 Upgrade Roundtable
Join us for a discussion on the upgrade process for this functionally rich new release. This version holds changes to processes that will remove old restrictions and allow you to think about new operational efficiencies that may require changes to your existing operations. Learn our recommendations for you to prepare and successfully implement this new version.
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