Clear Path Analysis
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19 SEPTEMBER 2023 | AMERICA SQUARE CONFERENCE CENTRE, LONDON

Take a look at the programme for the Fund Operator Summit | Europe 2023 below.

FUND OPERATOR SUMMIT | EUROPE 2023

8:15 AM - 9:10 AM
BREAKFAST AND NETWORKING

9:10 AM - 9:15 AM
CHAIRMAN'S OPENING ADDRESS

9:15 AM - 10:00 AM
ROUNDTABLE DISCUSSION: The future of investment operations: Exploring and building the business case for new models and strategies to drive growth and innovation in a fee compressed world
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Andrew Putwain

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis

Tim Harris

Tim Harris

Head Of Operations London

LGPS CIV

Meagen Burnett

Meagen Burnett

Deputy Group Chief Operating Officer

Schroders

Meagen joined Schroders in January 2023 as the Deputy Group Chief Operating Officer (COO), responsible for groupwide operations, technology, workplace solutions and change delivery. Prior to Schroders, Meagen spent 11 years within M&G plc (previously Prudential plc), initially as the COO of the South African Investment business and most recently in the UK as the COO of global Asset Management. Meagen is a qualified Chartered Accountant and previously held various operational, audit, risk and IT control roles within JP Morgan, Goldman Sachs and KPMG.

Igor Bosnjak

Igor Bosnjak

Global Head of Investment & Data Operations

Russell Investments

Igor Bosnjak is Global Head of Data and Investment Operations. Based in London, he oversees the firm’s data investment operations across all regions for Russell Investments funds and separate accounts. He was promoted to this role in January 2023.

Michael Germano

Michael Germano

Chief Operating Officer & Head of North America

BNY Mellon

Michael joined BNY Mellon's Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Michael oversees investment operations, technology, projects, and investment management support and control. In his role, Michael is Chair of the NIM NIMNA Operating Committee. Michael also oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support profitable and sustainable business growth. Additionally, Michael is responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.

10:00 AM - 10:30 AM
KEYNOTE PRESENTATION: The Tokenization of Assets and Potential Implications for Financial Markets
John Allan, Head of Innovation & Operations Unit, The Investment Association

John Allan

John Allan

Head of Innovation & Operations Unit

The Investment Association

10:30 AM - 11:00 AM
KEYNOTE PRESENTATION: tbc

11:00 AM - 11:30 AM
MORNING REFRESHMENTS & NETWORKING

11:30 AM - 1:00 PM
‘INDUSTRY INSIGHT’ SESSIONS: UNCOVERING MARKET SENTIMENT
Led by Indus Valley Partners
Led by Russell Investments
TBC
1:00 PM - 2:00 PM
LUNCH

2:00 PM - 2:05 PM
CHAIRPERSON'S OPENING REMARKS

2:05 PM - 2:35 PM
KEYNOTE PRESENTATION: Driving Growth and Efficiency in Asset Management: A Strategic Approach to IT Transformation
Rodney Hutchinson, Director of Strategy & IT Transformation, M&G Investments

Rodney Hutchinson

Rodney Hutchinson

Director of Strategy & IT Transformation

M&G Investments

2:35 PM - 3:05 PM
KEYNOTE PRESENTATION: tbc

3:05 PM - 3:30 PM
AFTERNOON REFRESHMENTS & NETWORKING

3:30 PM - 4:15 PM
ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication.
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Andrew Putwain

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis

Matt Giordmaina

Matt Giordmaina

Head of Reconciliations - Investment Operations

Man Group

Niall O’Toole

Niall O’Toole

Associate Director, Digital Transformation

InfraRed Capital Partners

Brian Digney

Brian Digney

Research & Content Director

SBAI

George Tabeart

George Tabeart

Senior Operational Risk Manager

Pension Protection Fund

Drew Price

Drew Price

Head of Capital Reporting & Analytic

Swiss Re

4:15 PM - 4:45 PM
GUEST KEYNOTE PRESENTATION: Fund Operations in the Era of AI: What is the New Role of Humans?
Dr Martin Goodson, CEO and Chief Scientist, Evolution AI

Dr Martin Goodson

Dr Martin Goodson

CEO and Chief Scientist

Evolution AI

4:45 PM - 4:50 PM
CLOSING REMARKS & END OF CONFERENCE

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Dan Assor

Production Director

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Jenna Williams

Head of Marketing & Operations

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Monica Takkula

Partner Development Manager

Sponsorship Enquiries

Noel Hillmann

Chief Executive Officer