Operational planning and execution must happen in tandem with the wider business strategy, encompassing the needs of senior business leaders, technology, data, and compliance stakeholders. At the 2019 Fund Management Operations Summit, we heard from over 35 industry leaders, who offered through-provoking insight, case study examples and theoretical research to educate attendees on how to get the best from operational plans and actions, enabling quick advancements within the organization.


To enquire about speaking opportunities at the Fund Management Operations Virtual Summit 2020, contact Dominique Kistan, Content Producer, at dominiquekistan@clearpathanalysis.com

 

Chief Operating Officer – EMEA, Nikko Asset Management Europe

Christina Schack

Christina Schack

Head of Investment Data, Performance Measurement & Reporting, Vontobel Asset Management

Geoff Hodge

Geoff Hodge

Chairman, Milestone Group

Geoff has over 20 years of experience in operations and technology management with large financial services businesses with various responsibilities encompassing Asia Pacific, Europe and North America.He was previously a Board Member and Director of Operations and Technology at Rothschild Australia Asset Management and has experience in treasury and capital markets, funds management, custody, payments, and investment banking operations.

Gianluca Pescaroli

Gianluca Pescaroli

Assistant Professor, Institute for Risk and Disaster Reduction, University College London

Guillaume Lesage

Guillaume Lesage

Global Head of Operations, Services & Technology, Amundi

He is responsible of operations and IT, dealing, Luxembourg, Ireland, and supervises the Amundi Services Business Line and Fund Channel. He has worked in the industry in France and US, and has spent 20 years in Cacib, in technology and risks. Before joining Amundi, he was Deputy CEO of Credit Agricole Consumer Finance.Guillaume holds a Masters in Engineering from Ecole Centrale Paris and an MBA from INSEAD.

Marcel Prins

Marcel Prins

Chief Operating Officer and Statutory Director , APG Asset Management

Marcel Prins (1969, Dutch) is Chief Operating Officer and Statutory Director at APG Asset Management. He is responsible for Operations, Technology, Innovation and 3rd Party Management. Priorities for Marcel include the Digitalization agenda as part of the 2025 strategy for APG Asset Management as a leading global Long Term Responsible Investor for its clients.

Mark Gillan

Mark Gillan

Head of Operations , AJBell

Mary-Patricia Hall

Mary-Patricia Hall

Head of the Data Management Office, Insight Investment

Mary is Insight’s Head of the Data Management Office since March 2020. She initially joined Insight in July 2011 as Head of Performance. In August 2018, Mary became the Head of Regulatory Reporting & Oversight. Mary graduated in 1997 with a BSFS from Georgetown University. She is a CFA charterholder since 2008.

Matthew Oakley

Matthew Oakley

Head of Asset Management Technology, UBS

Nishil Patel

Nishil Patel

Partner & COO, Origin Asset Management LLP

Nishil Patel, Partner & COO - Origin Asset Management LLP is a London based boutique asset manager focused in global, emerging, international and small cap equities. Nishil’s primary responsibility is business infrastructure, operations, finance, risk and compliance. He began his career in the financial services industry in 1999. Nishil is a Chartered Accountant and holds an Executive MBA.

Paul Roberts

Paul Roberts

Chief Executive Officer, Milestone Group

Paul has 20 years of experience in senior roles in investment markets and investment technology globally. Prior to joining Milestone Group in 2009, Paul held various executive management roles including Managing Director, UK and Ireland for MultiFonds, and Chief Operating Officer for Linedata's European Asset Management business.

Phil Davies

Phil Davies

Chief Technology Officer, Milestone Group

Phil Davies, Executive Director and CTO of Milestone Group, has over 20 years’ experience in senior technology management roles. He is the architect and innovative force behind the development of Milestone Groups business process solutions, recognised globally as market leading solutions in funds processing and handling of complex financial transactions.

Phil Gough

Phil Gough

Chief Operating Officer, Europe, AQR Capital Management

Wajid Khan

Wajid Khan

Chief Operating Officer, Nemesis Asset Management

GET IN TOUCH TODAY

 

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

CONTENT ENQUIRIES

DOMINIQUE KISTAN

Production Manager

dominiquekistan@clearpathanalysis.com

OPERATIONS ENQUIRIES

NICK BUNDEVSKI

Marketing & Operations Assistant

nikolabundevski@clearpathanalysis.com