In her role as the Director of Information Technology at Genus Capital Management, Virginia is responsible for developing and executing IT strategies that enable Genus to achieve its business objectives. She oversees financial data infrastructure and workflows to drive operational efficiency, accuracy and reliability across the firm. In addition, Virginia manages the firm’s IT infrastructure with a strong focus on robustness, cybersecurity and data protection.
Day 1: Nov 18, 2025
4:15 pm
CASE STUDY: AUTOMATION
Driving Efficiency in Data Engineering through Automation
Transform our data engineering function from a high-effort, manual operation into a streamlined, automated engine driving results across the organization. In this session, adopt real-world approaches and systems implemented in the wealth management context for your own environments. Execute a blueprint for:
- Identify pain points in data pipelines, evaluate build-vs-buy automation decisions, and implement solutions that reduce manual intervention, including alpha score automation, continuous back testing and forecasting engines, auto-rebalancing logic, and an automated reconciliation engine for aligning internal records with custodians and CRA tax data.
- Discover how to enhance pipeline reliability through real-time alerting systems, centralized logging, and robust quality assurance practices. Build QA and error detection into daily workflows and execute smart alerting systems to optimize performance while minimizing human error.
- Enabling strategic outcomes through scalable architecture. Evolve to a unified architecture with implementation of horizontal scaling, scalable rebalancing infrastructure, and the development of custom index universes and scenario-based planning tools
Leave with a concrete action plan and proven tactics for implementing scalable automation, improving operational efficiency, and aligning data engineering efforts with business strategy.
Day 2: Nov 19, 2025
