AIMA Webinar Replay: The Evolution of the Operating Model – Optimizing Front, Middle, and Back Offices for the New World

Published: 15 September 2020


As the need for agile, customized operations increases and the scope of outsourced services continues to expand, optimizing the front, middle and back offices will be a key element for long-term operational success.

Join us for this discussion on trends, challenges and opportunities relating to these themes and more: 

  • The decision to buy systems, technology capacity and hire expertise in-house vs. choosing out-sourcing partners
  • The evolution of scope in outsourcing services and advantages and disadvantages of each
  • How family offices are institutionalizing their operating model for scaled-up success
  • The increased need for transparency and real time information when navigating this market environment
  • Distinctions in operational trends between various jurisdictions
  • How firms with lean in-house trade support capabilities are managing through crisis, including increased volumes, margin calls, liquidity support for redemptions and collateral optimization
  • Identifying key person risk in your trade support and operations group
  • Reviewing legacy systems and processes to ensure all have the capacity and agility to support current market conditions, trade data and settlement volumes across multiple prime brokers, custodians, exchanges and expanded asset classes



  • Caroline Sidle, Director, Prime Services, Scotiabank Global Banking and Markets
  • Dimitri Michalopoulos, COO & CCO, Waratah Capital Advisors.
  • Bill Saltus, Director Business Consulting, Wells Fargo Prime Brokerage
  • Ed Kapur, Consultant, Deloitte Consulting
  • Amaris Sahota, Senior Management Consultant, The Poirier Group



  • Alan McKenna, Global Head of Middle Office Services, Apex Group



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