• 5

    years 

  • 200 +

    operationalprofessionalsinvolved

  • 45

    Contentsessions

  • 2

    daysof premiumcontent

Event Information

 

The premium annual gathering for leaders in investment and fund operations from across the UK and continental Europe, to explore and debate the latest trends in operational strategy, technology, data, administration and compliance.

Designed with the input of asset owners, the Fund Operator Summit | Europe 2021 will bring together the community of operations and data management professionals to discuss and debate the future of operations by assessing the changing role of technology in the fund management industry.

RESERVE YOUR PLACE AT THE 2021 SUMMIT


KEY BENEFITS OF PARTICIPATING

BENEFIT 1
PREMIUM NETWORKING OPPORTUNITIES :

 

Connect with your peers and learn from like-minded industry professionals. We adhere to a strict majority of asset management group professionals in attendance to ensure a focus throughout on buy-side group interests.

BENEFIT 2
OPERATIONS FOCUS :

 

The Fund Operator Summit | Europe 2021 has been designed as the annual gathering to discuss and debate the future of operations by assessing the changing role of technology in the fund management industry.

BENEFIT 3
INTERACTIVE AGENDA :

 

A multi-stream and research-led agenda featuring insightful keynote presentations, thought-provoking panel debates and engaging workshop sessions, debating the most prominent topics and issues faced by chief operating officers & data management professionals today.

BENEFIT 4
COLLABORATIVE WORKSHOPS :

 

Our unique Talking Table Workshops provide participants the opportunity to choose from three of five Workshops to attend, each in dedicated rooms, providing greater choice on subjects through which to interact with peers.

BENEFIT 5
LEARN FROM INDUSTRY PIONEERS :

 

Your chance to explore the latest industry trends alongside the biggest names in the industry. Hear more about their perspectives and experiences, and have your questions answered.

2021 SPEAKERS

SEE ALL SPEAKERS

2021 SPEAKERS

SEE ALL SPEAKERS

ATTENDEES IN 2020

INDUSTRY PROFESSIONALS IN ATTENDANCE

Chief Operating Officers
Managing Partners & Directors
Heads of Business Strategy
Chief Technology Officers
Chief Risk Officers
Heads of Data and Information
Heads of Operational Risk
Finance Directors
Chief Compliance Officers
Heads of Change or Project Delivery

Agenda

08:15 - 08:15

WEDNESDAY 17TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:05

KEYNOTE PRESENTATION: The next frontier for ESG: biodiversity and its critical role in sustainable investment opportunities

  • Elizabeth Gillam

    Head of EU Government Relations and Public Policy

    Invesco

10:05 - 10:50

PANEL DEBATE: Building your team and your operational infrastructure: when to outsource and when to develop inhouse operational efficiency?

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

  • Martha Fee

    Chief Operating Officer EMEA & APAC

    Northern Trust Asset Management

  • Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • Paul Poletti-Gadd

    Chief Solutions Officer

    Broadridge

10:50 - 11:20

KEYNOTE PRESENTATION: From eCommerce to Clean Tech: how to drive sustainability through innovation, critical thinking and connecting people

  • Teuta Oruci

    Chief Operating Officer

    Muse Finance

11:20 - 11:35

MORNING REFRESHMENTS & NETWORKING

11:35 - 12:15

FIRESIDE CHAT: Reflections of a liquidity crisis: the future of operational due diligence, the role of advisors and administrators

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Cliff Weight

    Director

    ShareSoc, The UK Shareholders Society

12:15 - 13:00

PANEL DEBATE: AI, machine learning and blockchain: assessing current user uptake, objectives, and likely industry adoption

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Nicolas Steiner

    Director of Innovation EMEA

    Invesco

  • Rodney Hutchinson

    Head of Operational Strategy

    M&G Investments

  • Bharat Pathiavadi

    Chief Operating Officer

    The Centre for Strategic Cyberspace & International Studies

  • Thomas Chevalier

    European Director of Temenos Multifunds

    Temenos

13:00 - 13:50

LUNCH

13:50 - 14:30

FIRESIDE CHAT: Data silos as a cause of operational inefficiency: How to overcome the challenge and create a data strategy for business needs

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Christina Schack

    Head of Investment Data, Performance Measurement & Reporting

    Vontobel Asset Management

14:30 - 15:00

KEYNOTE PRESENTATION: The Journey to tomorrow’s buy side operating model: the opportunities and challenges facing operations teams



  • David Strevens

    Head of EMEA Buy-side Enterprise Products

    Bloomberg

15:00 - 15:45

PANEL DEBATE: How to use data effectively: balancing the desire for more data whilst minimising the operational risk

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Emma Cullen

    Chief Operating Officer

    Fiera Real Estate

  • Jonathan Croud

    Investment Operations, Data & Configuration Lead

    Aviva

  • Thomas McHugh

    Co-Founder and CEO

    FINBOURNE Technologies

  • Patrick Engelhard

    Vice President, Data & Reporting Services

    Simcorp

15:45 - 16:00

AFTERNOON REFRESHMENTS & NETWORKING

16:00 - 16:40

KEYNOTE PRESENTATION: Preparing for post-Brexit UK: the future of the financial service industry here and across the continent; what to expect and how to be prepared

  • Professor Jun Du

    Professor of Economics, Finance and Entrepreneurship

    Aston University Business School

16:40 - 17:20

KEYNOTE PRESENTATION: How will the UK economy recover post-COVID 19: What are opportunities and risks to growth as we move forward

  • Frances Haque

    Chief Economist

    Santander

17:20 - 19:00

EVENING DRINKS & NETWORKING

Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.

08:00 - 08:00

THURSDAY 18TH NOVEMBER

08:00 - 09:10

BREAKFAST AND NETWORKING TIME

09:10 - 09:20

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

SPECIAL GUEST KEYNOTE PRESENTATION: Balancing operational demands with long term strategic thinking: a forward thinking approach to ensure sustainability and profitability

  • Mark Felix

    General Manager of Operations, Executive Committe

    MoneySupermarket Group

10:00 - 10:45

PANEL DEBATE: Risk management and increasing regulation: changes in light of the Archegos and Woodford scandals

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Glenn Murphy

    Chief Operating Officer

    Multrees Investor Services

  • Balwinder Nanray

    Policy and Implementation Senior Manager, Chief Operating Office

    HSBC

  • Tessa Mann

    Global Equity Portfolio Strategist

    Willis Towers Watson

10:45 - 11:10

KEYNOTE PRESENTATION: How to remain relevant throughout changing investor preferences and customer experiences in fund operations

  • Mike Tumilty

    Global Chief Operating Officer

    Standard Life Aberdeen

11:10 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 12:05

TALKING TABLE WORKSHOPS

STREAM 1 : 11:30 - 12:05

‘Hard to Value’ Assets: The challenges and the solutions: Phil Davies, Chief Technology Officer, Milestone Group

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

STREAM 2 : 11:30 - 12:05

Data as a service

STREAM 3 : 11:30 - 12:05

Building the back-office of the future

STREAM 4 : 11:30 - 12:05

Challenges of ESG Data integration and regulations as drivers for scalable managed solutions

  • Jamie White

    EMEA Enterprise Data Specialist

    Bloomberg

STREAM 5 : 11:30 - 12:05

WORKSHOP 5

STREAM 6 : 11:30 - 12:05

Unlocking directory as a service: standardise and streamline identity-critical
workflows

  • Ece Hanci

    Senior Account Manager

    Symphony

STREAM 7 : 11:30 - 12:05

WORKSHOP 7

STREAM 8 : 00:00 - 00:00
12:05 - 12:40

ТАLKING TABLE WORKSHOPS

STREAM 1 : 12:05 - 12:40

‘Hard to Value’ Assets: The challenges and the solutions

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

STREAM 2 : 12:05 - 12:40

Data as a service

STREAM 3 : 12:05 - 12:40

Building the back-office of the future

STREAM 4 : 12:05 - 12:40

The future of Risk Framework: The holistic view

  • Arthur Orts

    Head of Risk, European Buy-side

    Bloomberg

STREAM 5 : 12:05 - 12:40

WORKSHOP 5

STREAM 6 : 12:05 - 12:40

Unlocking Identity: a better approach to network discovery & workflow

  • Ece Hanci

    Senior Account Manager

    Symphony

STREAM 7 : 12:05 - 12:40

WORKSHOP 7

STREAM 8 : 00:00 - 00:00
12:40 - 13:15

TALKING TABLE WORKSHOPS

STREAM 1 : 12:40 - 13:15

‘Hard to Value’ Assets: The challenges and the solutions

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

STREAM 2 : 12:40 - 13:15

Data as a service

STREAM 3 : 12:40 - 13:15

Building the back-office of the future

STREAM 4 : 12:40 - 13:15

Turn Post Trade processing from a cost centre to a competitive advantage

  • Katia Falina

    Global Business Manager

    Bloomberg Post Trade Solutions

STREAM 5 : 12:40 - 13:15

WORKSHOP 5

STREAM 6 : 12:40 - 13:15

Unlocking Identity: a better approach to network discovery & workflow

  • Elena Parigi Adragna

    Director of Operations Workflow

    Symphony

  • Ece Hanci

    Senior Account Manager

    Symphony

STREAM 7 : 12:40 - 13:15

WORKSHOP 7

STREAM 8 : 00:00 - 00:00
13:15 - 14:05

NETWORKING LUNCH

14:05 - 14:10

STREAM OPENING REMARKS

STREAM 1 : 14:05 - 14:10

Simcorp Opening Remarks

STREAM 2 : 14:05 - 14:10

Stream Chairperson Opening Remarks

STREAM 3 : 14:05 - 14:10

Northern Trust Opening Remarks

14:10 - 14:35

STREAM KEYNOTE PRESENTATIONS

STREAM 1 : 14:10 - 14:35

KEYNOTE PRESENTATION: Operations in a digital era: how to build a strategic roadmap to ensure an effective digital transformation

  • Neil Vernon

    CTO

    Gresham Technologies Plc

STREAM 2 : 14:10 - 14:35

CASE STUDY PRESENTATION: A guide to an effective ESG framework: using data analytics
and real-world impact

  • Simba Mamboininga

    Co-Founder & Managing partner

    Devlin Mambo LLP

STREAM 3 : 14:10 - 14:35

KEYNOTE PRESENTATION: Understanding your organisational needs: How best to service your multinational clients

Chaired by Northern Trust

  • James Alexander

    Director of Investment Management and Wealth

    Deloitte

14:35 - 15:00

STREAM KEYNOTE PRESENTATIONS

STREAM 1 : 14:35 - 15:00

KEYNOTE PRESENTATION: Implementing a robust data management strategy to meet business and regulatory needs.

  • Mary-Patricia Hall

    Head of the Data Management Office

    Ruffer Investment LLP

STREAM 2 : 14:35 - 15:00

KEYNOTE PRESENTATION: Investing 4-all: Building a #1 scalable, #2 risk measured, #3 profitable and #4 truly purposeful Impact Investment plan

  • Michelle Sartorio

    Global Director of Marketing and PR

    Savills Investment Management

STREAM 3 : 14:35 - 15:00

KEYNOTE PRESENTATION: 

Chaired by Northern Trust

15:00 - 15:45

STREAM PANEL DEBATES

STREAM 1 : 15:00 - 15:45

PANEL DEBATE: Front-to-Back operation platforms: using Fintech to improve investment frameworks

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Mark Gillan

    Head of Operations

    AJBell

  • Joshua Wade

    Product Manager

    Calastone

  • Matthew Baldwin

    Global Head of Sales

    Financial Risk Solutions

STREAM 2 : 15:00 - 15:45

HEAD-TO-HEAD DEBATE: Global regulatory reporting: Exploring and mitigating the complexities of climate-related and tech revolutionised reporting

  • Maria Long

    Research and Content Director

    Standards Board for Alternative Investments (SBAI)

  • Graeme Devlin

    Co-founder

    Devlin Mambo

  • David Crawford

    Co-Head of Institutional and Wholesale Distribution UK

    Nordea

STREAM 3 : 15:00 - 15:45

PANEL DEBATE: Navigating challenges and seizing opportunities: how to effectively drive regional strategy and ensure client engagement

Chaired by Northern Trust

  • Neil Fatharly

    Product Principle

    Legal & General Investment Management

  • Stephen Millar

    VP, Head of EMEA

    Baron Capital Management

  • Bruce Simpson

    Head of Distribution

    Sanlam Investments UK

15:45 - 16:00

EXHIBITION AND NETWORKING ROOM

16:00 - 16:35

KEYNOTE PRESENTATION: Clean technology and sustainable finance: responsible investing and a robust ESG framework can deliver high yield and superior risk-adjusted returns

  • Archie Beeching

    Director of Responsible Investing

    Muzinich & Co

16:35 - 17:15

SPECIAL GUEST KEYNOTE PRESENTATION: Post-Covid recovery and looking towards the future: the fiscal challenges policy makers will face and how the financial industry must evolve

  • Neil Shearing

    Group Chief Economist at Capital Economics, Associate Fellow of the Global Economy and Finance Programme

    Chatham House

17:15 - 17:15

END OF CONFERENCE

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