Patrick Sweeney

Head of Equity Portfolio Management Technology
Fidelity Investments

Patrick is Vice President of Equity Portfolio Management Technology at Fidelity ($289.6 billion AUM) with over 16 years experience and a proven track record of leading teams to design and deliver complex trading solutions. He has a unique ability to understand the needs of clients and conceptualize solutions for a wide variety of portfolio management, trading strategies, and business models. Patrick will apply his expertise on the panel discussion on how to foster a closer partnership between portfolio management and execution to help you capitalize on new alpha generation opportunities.

Check out the incredible speaker line-up to see who will be joining Patrick.

Download The Latest Agenda

December 2nd – Driving Future Profitability

Thursday, February 12th, 2015

09:50 All-Star Panel: How to foster a closer partnership between portfolio management and execution to capitalize on new alpha generation opportunities

How to take advantage of the trader's insight of market movements in the investment process
How to consolidate pre-trade cost information with portfolio direction to enable best execution
How to improve the relationship between portfolio management and execution to boost overall performance
How to streamline trading processes to guarantee trading activity is an accurate extension of the investment strategy