15 - 16 NOVEMBER 2022 | Park Plaza Victoria London, UK
The programme for the Fund Operator Summit | Europe 2022 will be announced soon. If you would like to participate in a speaking or sponsorship capacity, please contact marketing@clearpathanalysis.com.
TUESDAY 15TH NOVEMBER
BREAKFAST AND NETWORKING
CHAIRMAN'S WELCOMING ADDRESS
Noel Hillmann
CEO
Clear Path Analysis
KEYNOTE PRESENTATION: Reacting to changing demographics and culture shifts in the funds industry – fragmented workforces, an expectation of social working factors at the core, and the demise of fully manual tasks
ROUNDTABLE DISCUSSION: Drivers for change – fee pressures, changing investor appetite, and the need for operating model evolution
Davina Goodall-Smith
Chief Operating Officer EMEA
Nikko Asset Management Group
Stephen Millar
VP, Head of EMEA
Baron Capital Management
KEYNOTE PRESENTATION: TBC
MORNING REFRESHMENTS & NETWORKING
TALKING TABLE WORKSHOPS
LUNCH
STREAM 1: OPERATIONAL TRANSFORMATION
Digitising the business and extracting manual everywhere – examining integrated business processes between internal, external parties, and clients
Meagen Burnett
Chief Operating Officer
M&G Investments
Outsourcing 3.0 and the rewriting of the fund operational model: focus on winning market share, focus on core competencies, and cost efficiencies
Exploring the business case between many, best of breed solutions versus simplified, all in one systems and approaches
David Pellow
Director Global Provider Strategy
Blackrock
Chris Taylor
Chief Operating Officer
CG Asset Management
Stuart Gunderson
Chief Operating Officer
Seilern Investment Management
STREAM 2: CLIENT AT THE CORE OF OPERATIONS
Enhanced client operations- designing a market leading operational reporting strategy, process, and working model to win market share
Arne Martin Moen
Global Chief Operating Officer
Storebrand Asset Management
Brexit - setting up subsidiaries in EU financial hubs to continue to serve EU clients
Improving operational ‘experience’ to add value to the client and stakeholder relationship for improved retention, speed of service, and profitability
Mark Gillan
Head of Operations
AJBell
Robert Corbally
Chief Operating Officer
Variety Capital
Matt Gould
Head of Transition & Fund Admin
Federated Hermes
AFTERNOON REFRESHMENTS & NETWORKING
KEYNOTE ADDRESS: Key technology challenges facing asset owners – supporting risk and research and with good data and scalable cloud computing
Kevin Samborn
CTO
BT Pension Scheme Management
KEYNOTE ADDRESS: Addressing the tide of greenwashing – what can fund operators expect from regulatory attempts to make managers responsible for their ESG statements
Mark Manning
Technical Specialist
Sustainable Finance & Stewardship, FCA
EVENING DRINKS & NETWORKING
Delegates will join us for an evening drinks reception with canapes, to extend the networking time for all participants and end the conference further building those all-important industry networks.
16TH NOVEMBER
BREAKFAST AND NETWORKING TIME
CHAIRMAN'S OPENING ADDRESS
Noel Hillmann
CEO
Clear Path Analysis
KEYNOTE PRESENTATION: Introducing agile operational, financial, and business management and simplifying the route to meeting organisational goals
KEYNOTE PRESENTATION: TBC
ROUNDTABLE DISCUSSION: Re-defining operational resilience: required budgeting for black swan events, technology fail scenarios, and the growth of cyber security threats
Erik Vynckier
Non Executive Member Director
Foresters Friendly Society
Angus Milnes
Director Risk & Compliance
TCI Fund Management
Mario De Bergolis
Chief Operating Officer
Asset Management One International
MORNING REFRESHMENTS & NETWORKING
FUND FINANCE FORUM
Scenario planning and policy: the always on mentality for fund launches, expansion, and market opportunity capture with the right financial management strategy
What are the key ingredients to the formula for calculating and setting realistic return timeframes from operational capital expenditure?
FUND TECHNOLOGY & DATA FORUM
Fund management as a data driven business - creating an established framework and culture where data is prized and effectively utilised to make decisions across an organisation
Christina Schack
Head of Investment Data, Performance Measurement & Reporting
Bank Vontobel AG
Accelerating Cloud Adoption through Cloud Data Management Capabilities Framework
Colin Gibson
Senior Advisor / Regional Advocate
EDM Council
FUND LEGAL, COMPLIANCE & REGULATORY FORUM
Navigating the rapidly evolving ESG regulatory landscape: impacts, implications, and strategic considerations for fund compliance and regulatory teams
Elizabeth Gillam
Head of EU Government Relations and Public Policy
Invesco
Is the adoption of crypto currency and blockchain inevitable and how can firms prepare for the expected regulation and compliance ramifications?
Nick Basson
COO
Old Street Digital
NETWORKING LUNCH
FUND FINANCE FORUM 2
Harnessing the potential of digital and data transformation to empower finance team to focus more time on core decision making tasks
TBC
Upskilling and prioritising value: what are the emerging skill sets in fund finance that will drive value-add for optimal outcomes?
Paul Hansen
Group Chief Financial Officer
Signet
Maqbool Mohamed
CFO
Clarion Partners Europe
FUND TECHNOLOGY & DATA FORUM 2
How technology can drive value in the asset management landscape - the role of Robotic Process Automation (RPA), Artificial Intelligence (AI), blockchain, machine learning, and analytics
TBC
Bridging the skills shortage gap; Upskilling versus recruiting talent in fund technology and data management teams
Nigel Hellewell
Chief Operating Officer
Equitile Investments
Nicolas Steiner
Director of Innovation EMEA
Invesco
FUND LEGAL, COMPLIANCE & REGULATORY FORUM 2
Cyber security: IT Risk management, governance and compliance. Defining the protection strategies to ensure business information security
Taking Britain back? The impact of HM Treasury’s Future Regulatory Framework (FRF) Review on the City and it’s relationship with the EU
Graham Hook
Head of UK Government Relations and Public Policy
Invesco
The benefits and challenges of digital transformation in the legal department and the automation of regulatory reporting
Antoine Sineau
Head of Compliance
Nordea Investment Funds S.A.
END OF CONFERENCE
MARKETING AND OPERATIONS ENQUIRIES
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