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2023 DATES TO BE ANNOUNCED | LONDON VENUE TO BE CONFIRMED

Take a look at the three-day programme for the Fund Operator Summit | Europe 2022 below.

The 2023 programme will be announced soon. 

TUESDAY 15 NOVEMBER - OPERATIONS & STRATEGY

8:15 AM - 7:00 PM
DAY ONE: TUESDAY 15TH NOVEMBER

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

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

9:15 AM - 10:05 AM
KEYNOTE PRESENTATION: Rising to the challenge of unprecedented change: generational wealth transfer, earning the 'license to operate', and meeting the demands of new digital trends

  • Marie Dzanis

    Marie Dzanis

    Head of EMEA

    Northern Trust Asset Management

10:05 AM - 11:00 AM
ROUNDTABLE DISCUSSION: Drivers for change – fee pressures, changing investor appetite, and the need for operating model evolution

- Addressing the technology debt: the move away from legacy technology and working methods - Creating new ways to upskill & reskill the workforce - not just training but investment in flexible working and remote worker training - Argument for consolidation versus expanding the operational team and associated technology and systems

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Davina Goodall-Smith

    Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • STEPHEN MILLAR

    STEPHEN MILLAR

    VP, Head Of EMEA

    Baron Capital Management

  • Kate McClellan

    Kate McClellan

    Chief Operating Officer

    Aviva Investors

  • Frank Glock

    Frank Glock

    Managing Director

    SimCorp UK Ltd

11:00 AM - 11:05 AM
AUDIENCE POLL SESSION: Moody's Analytics

Short Poll on ESG Investing by Moody’s Analytics

11:05 AM - 11:40 AM
MORNING REFRESHMENTS & NETWORKING

11:40 AM - 1:20 PM
TALKING TABLE WORKSHOPS
Operating model optimization with tech- enabled services and interoperability
  • Jaki Walsh

    Jaki Walsh

    VP, Operations and Accounting

    SimCorp

  • Mouna Capitanio

    Mouna Capitanio

    Director, Operations & Accounting Business Services

    SimCorp UK

High Availability NAV – Inflight Resilience
  • Paul Roberts

    Paul Roberts

    Managing Director, EMEA & General Manager, Global Services

    Milestone Group

  • Daniel Drinkwater

    Daniel Drinkwater

    Product Sales Consultant

    Milestone Group

  • Alex Iwinski

    Alex Iwinski

    Relationship Manager, EMEA

    Milestone Group

The rise of the client experience in the future of investor communications and client reporting.
  • Antony Slee

    Antony Slee

    Director of Global Sales

    Instinct Digital

  • Paul Williamson

    Paul Williamson

    Client Solutions Executive

    Instinct Digital

ESG solutions providers: How best to identify, select and manage
  • Simba Mamboininga

    Simba Mamboininga

    Managing Partner

    Devlin Mambo

  • Graeme Devlin

    Graeme Devlin

    Co-Founder

    Devlin Mambo

1:20 PM - 2:05 PM
LUNCH

2:05 PM - 2:10 PM
STREAM 1: CHAIRPERSON'S OPENING REMARKS

2:10 PM - 2:45 PM
STREAM 1: FIRESIDE CHAT: Digitising the business and extracting manual everywhere - examining integrated business processes between internal, external parties, and clients

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Alex Houseman

    Alex Houseman

    Head of Enterprise Architecture

    M&G Investments

2:45 PM - 3:40 PM
STREAM 1: ROUNDTABLE DISCUSSION: Exploring the business case between many, best of breed solutions versus simplified, all in one systems and approaches

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Chris Taylor

    Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Nishil Patel

    Nishil Patel

    Chief Operating Officer

    Origin Asset Management

  • Stuart Gunderson

    Stuart Gunderson

    Chief Operating Officer

    Seilern Investment Management

2:05 PM - 2:10 PM
STREAM 2: CHAIRPERSON'S OPENING REMARKS

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

2:10 PM - 2:45 PM
STREAM 2: KEYNOTE PRESENTATION: Retaining and winning client business via operational decision making: A case study examination from Storebrand on how to create excellence on project scope

  • Arne Martin Moen

    Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

2:45 PM - 3:40 PM
STREAM 2: ROUNDTABLE DISCUSSION: Improving operational 'experience' to add value to the client and stakeholder relationship for improved retention, speed of service, and profitability

  • Alasdair Kinloch

    Moderator

    Alasdair Kinloch

    Independent Consultant and, former Global Head of Client Experience

    abrdn

  • Robert Corbally

    Robert Corbally

    Chief Operating Officer

    Variety Capital

  • Matt Gould

    Matt Gould

    Head Of Transition & Fund Admin

    Federated Hermes

  • Michelle Sartorio

    Michelle Sartorio

    Global Head of Communications & Marketing

    Savills Investment Management

3:40 PM - 4:10 PM
AFTERNOON REFRESHMENTS & NETWORKING

4:10 PM - 4:40 PM
KEYNOTE ADDRESS: Key technology challenges facing asset owners – supporting risk and research and with good data and scalable cloud computing

  • Kevin Samborn

    Kevin Samborn

    Chief Technology Officer

    BT Pension Scheme Management

4:40 PM - 5:20 PM
KEYNOTE ADDRESS: Impact and Income - the investors perspective on the information and reporting that really matters

  • Sally Bridgeland

    Sally Bridgeland

    Chair And Non-Executive Director

    Local Pensions Partnership Investments

5:20 PM - 7:00 PM
EVENING DRINKS RECEPTION

You are invited to join us for an evening drinks reception & canapes, to extend your networking time for all participants and conclude the conference by further building those all-important industry relationships and reflecting on what you've learned during the day.

WEDNESDAY 16 NOVEMBER - TRENDS IN FINANCE, TECHNOLOGY, DATA & LEGAL

8:15 AM - 3:30 PM
DAY TWO: WEDNESDAY 16TH NOVEMBER

8:15 AM - 9:20 AM
BREAKFAST AND NETWORKING

9:20 AM - 9:25 AM
CHAIRMAN'S OPENING ADDRESS

9:25 AM - 10:15 AM
KEYNOTE PRESENTATION: Addressing the tide of greenwashing - what can fund operators expect from regulatory attempts to make managers responsible for their ESG statements

  • Mark Manning

    Mark Manning

    Technical Specialist

    Sustainable Finance & Stewardship, FCA

10:15 AM - 11:05 AM
ROUNDTABLE DISCUSSION: Re-defining operational resilience: required budgeting for black swan events, technology fail scenarios, and the growth of cyber security threats

● Finance: financing, financial risks ● Tech & Data: doing, the talent, the day-to-day running (application) ● Legal: law, regulation, reporting, oversight

  • Sara Benwell

    Moderator

    Sara Benwell

    Contributing Editor

    Clear Path Analysis

  • Erik Vynckier

    Erik Vynckier

    Non Executive Member Director

    Foresters Friendly Society

  • Angus Milne

    Angus Milne

    Director Risk & Compliance

    TCI Fund Management

  • Mario De Bergolis

    Mario De Bergolis

    Chief Operating Officer

    Asset Management One International

11:05 AM - 11:45 AM
MORNING REFRESHMENTS & NETWORKING

11:45 AM - 11:50 AM
FUND FINANCE FORUM: Chairperson's Opening Remarks

11:50 AM - 12:20 PM
FUND FINANCE FORUM: Keynote Presentation: Sustainability/ESG related disclosure requirements – what this means for Finance teams

  • Roger van Poortvliet

    Roger van Poortvliet

    Global Head of Finance

    Impax Asset

12:20 PM - 1:05 PM
FUND FINANCE FORUM: Head to Head: How can fund operators improve operational expenditures, and how can they remain competitive in the current climate

  • Sara Benwell

    Moderator

    Sara Benwell

    Contributing Editor

    Clear Path Analysis

  • Marcela Siddall

    Marcela Siddall

    Chief Financial Officer

    Unbound

  • Mohsin Qadir

    Mohsin Qadir

    Corporate Assets Lead, Fund Finance & Operations

    Intermediate Capital

11:45 AM - 11:50 AM
FUND TECHNOLOGY & DATA FORUM: Chairperson's Opening Remarks

  • Maya Sibul

    Moderator

    Maya Sibul

    Reporter & Content Producer

    Clear Path Analysis

11:50 AM - 12:20 PM
FUND TECHNOLOGY & DATA FORUM: Keynote Presentation: 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

    Christina Schack

    Head Of Investment Data, Performance Measurement & Reporting

    Bank Vontobel AG

12:20 PM - 1:05 PM
FUND TECHNOLOGY & DATA FORUM: Roundtable Discussion: How can fund operators accelerate trusted cloud adoption?

  • Colin Gibson

    Moderator

    Colin Gibson

    Senior Advisor / Regional Advocate

    EDM Council

  • Balaji Gopalan

    Balaji Gopalan

    Principal Solutions Architect

    AWS

  • Mark Tomlinson

    Mark Tomlinson

    Principal Architect

    Google

  • Kevin Annund

    Kevin Annund

    Executive Partner EMEA

    IBM

  • Jubair Patel

    Jubair Patel

    Cloud Solutions Architect

    Microsoft

11:45 AM - 11:50 AM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Chairperson's Opening Remarks

11:50 AM - 12:20 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Keynote Presentation: Navigating the ESG policy landscape: Drivers, impacts, & future direction

  • Michael Collins

    Michael Collins

    Director Government Affairs

    M&G

12:20 PM - 1:05 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Roundtable Discussion: Is the adoption of crypto currency and blockchain inevitable and how can firms prepare for the expected regulation and compliance ramifications?

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Nic Basson

    Nic Basson

    Chief Operating Officer

    Old Street Digital

  • Christophe Sailland

    Christophe Sailland

    Chief Executive Officer

    Helford Capital Partners

  • Tomas Eisenstadt

    Tomas Eisenstadt

    Director of Intelligence

    Scholae Ltd

1:05 PM - 2:00 PM
NETWORKING LUNCH

2:00 PM - 2:30 PM
FUND FINANCE FORUM: Keynote Presentation: Harnessing the potential of digital and data transformation to empower fund finance teams to drive improved performance insight and enable decision making

  • Nicola Carney

    Nicola Carney

    Senior Manager, Technology Consulting, Wealth & Asset Management

    EY

  • Vasileios Lappas

    Vasileios Lappas

    Digital Transformation Practice Lead

    EY

2:00 PM - 2:30 PM
FUND TECHNOLOGY & DATA FORUM: Keynote Presentation: How technology can drive value in the asset management landscape - the role of Artificial Intelligence and advanced analytics

  • Dimitri Tsopanakos

    Dimitri Tsopanakos

    Partner - Head of Investment Management Data Analytics

    Deloitte

2:30 PM - 3:25 PM
ROUND TABLE DISCUSSION: Bridging the skills shortage gap: what are the emerging skill sets in fund finance, technology, and data that will drive value-add for optimal outcomes?

  • Frank Carr

    Moderator

    Frank Carr

    Director

    Financial Risk Solutions

  • Alan Hobbs

    Alan Hobbs

    Transformation Lead

    Legal & General Investment Management

  • Nigel Hellewell

    Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • Mary Hall

    Mary Hall

    Data Governance & Reporting Manager

    Ruffer

  • Aria Goudarzi

    Aria Goudarzi

    Head of Strategic Analytics & Data

    Nikko Asset Management

2:00 PM - 2:30 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Keynote Presentation: The Princess and the Pea: Digitalising the AML/KYC process in the investment management industry

  • Pierre-Yves Rahari

    Pierre-Yves Rahari

    Partner

    AlgoMe Consulting

2:30 PM - 3:00 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Roundtable Discussion: The benefits and challenges of digital transformation and the automation of regulatory reporting

  • Sara Benwell

    Moderator

    Sara Benwell

    Contributing Editor

    Clear Path Analysis

  • James Witt

    James Witt

    Chief Legal Officer EMEA

    PineBridge Investments

3:25 PM - 3:25 PM
END OF CONFERENCE

THURSDAY 17 NOVEMBER - FUND HR, TALENT & INCLUSION FORUM

8:15 AM - 1:25 PM
DAY THREE: THURSDAY 17TH NOVEMBER

8:15 AM - 9:00 AM
BREAKFAST & NETWORKING

9:00 AM - 9:10 AM
CHAIRPERSON'S OPENING ADDRESS

9:10 AM - 9:50 AM
KEYNOTE PRESENTATION: The ‘Great Resignation’: Why It's Not-So-Great - A Behavioural Perspective.

  • Nuala Walsh

    Nuala Walsh

    Chief Executive Officer

    MindEquity

9:50 AM - 10:30 AM
ROUNDTABLE DISCUSSION: Monitoring remote performance, evaluating employee output, and understanding efficiency without micromanaging: the meaning behind the metrics

  • Andrew Putwain

    Moderator

    Andrew Putwain

    Editor & Community Manager

    Clear Path Analysis

  • Lorraine Taylor

    Lorraine Taylor

    Chief People & Culture Officer

    Local Pensions Partnership Investments

  • Nicole Walcott

    Nicole Walcott

    Director HR Business Partner

    PGIM Real Estate

  • Jeff Jones

    Jeff Jones

    Head of Talent

    Insight Investment

10:30 AM - 11:20 AM
KEYNOTE PRESENTATION: Holding Up The Mirror: Diversity Data in the Investment, Wealth Management and Savings Industry

  • Matt Cameron

    Matt Cameron

    Global Managing Director and Board Member

    LGBT Great, Diversity Project

11:20 AM - 11:40 AM
MORNING REFRESHMENTS & NETWORKING

11:40 AM - 12:20 PM
ROUNDTABLE DISCUSSION: Invigorating constructive dialogues - strategies to discussing diversity and equality issues to create an inclusive environment

  • Upasna Bhadhal

    Moderator

    Upasna Bhadhal

    Ambassador

    Diversity Project

  • Deon Pillay

    Deon Pillay

    Head of Marketing Operations & Co-Chair of LEGIT

    Legal & General Investment Management

  • Sarah Maynard

    Sarah Maynard

    Global Head, External Diversity, Equity, & Inclusion

    CFA Institute

  • Sarah Kaiser

    Sarah Kaiser

    Head of Employee Experience

    Fidelity International

  • Tendai Bwanya

    Tendai Bwanya

    Partner - Investment Management Governance, Risk and Controls

    Deloitte

12:20 PM - 12:50 PM
KEYNOTE PRESENTATION & AUDIENCE POLLING SESSION: Lessons from Big Tech: Talent & Inclusion

  • Jenny Collins

    Jenny Collins

    Chief Talent Officer

    Mayfair Equity Partners

12:50 PM - 1:30 PM
ROUNDTABLE DISCUSSION: How can we address individual visibility in a remote working world - ensuring a balance between individual opportunities and meeting business needs?

  • Maya Sibul

    Moderator

    Maya Sibul

    Reporter & Content Producer

    Clear Path Analysis

  • Natasha Lee

    Natasha Lee

    Chief of Staff to Chief Executive Officer

    Terra Firma

  • Jan Atkinson

    Jan Atkinson

    Group Talent & Capability Director

    Royal London

  • Rupert Naylor

    Rupert Naylor

    Chief of Staff & Head of Investor Relations

    Aristata Capital

  • Lucia Labuzik

    Lucia Labuzik

    Founder, Director

    The Labuzik

1:30 PM - 1:35 PM
CLOSING REMARKS AND END OF SEMINAR

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