The programme for the Fund Operator Summit | Europe 2021 is currently in production. If you would like to participate in a keynote presentation or panel debate, please contact Dominique Kistan, Production Manager, at dominiquekistan@clearpathanalysis.com.

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 Operations 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 an innovative and adaptable 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
Thomas McHugh

Co-Founder and CEO

FINBOURNE Technologies
Mario De Bergolis

Chief Operating Officer

Asset Management One International
Emma-Jayne Wood

Data Management Sales Specialist

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 KEYNOTE PRESENTATION: Scenario modelling in a post pandemic world: inflation expectations and duration, human resources and capital, and thoughts on supply chain crises

James Sproule

Chief Economist

Handelsbanken UK

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

abrdn

11:10 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 12:05

TALKING TABLE WORKSHOPS

Our Talking Tables Workshops form a unique part of our summits and give investment operation group representatives the opportunity to engage with one another on subjects they’ve put forward in pre-event research.

STREAM 1 : 11:30 - 12:05

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

Paul Roberts

Chief Executive Officer

Milestone Group
Phil Davies

Chief Technology Officer

Milestone Group

STREAM 2 : 11:30 - 12:05

Everything as a Service: The next Gen Operating Model

Jaki Walsh

Offer Line Manager, Accounting & Operations

SimCorp

STREAM 3 : 11:30 - 12:05

Building the back-office of the future

Michael Galvin

Senior Manager - Product Management

Linedata

STREAM 4 : 11:30 - 12:05

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

Katia Falina

Global Business Manager

Bloomberg Post Trade Solutions

STREAM 5 : 11:30 - 12:05

Unlocking Identity: a better approach to network discovery & workflow

Ece Hanci

Senior Account Manager

Symphony
Elena Parigi Adragna

Director of Operations Workflow

Symphony

STREAM 6 : 11:30 - 12:05

WORKSHOP 6

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
Phil Davies

Chief Technology Officer

Milestone Group

STREAM 2 : 12:05 - 12:40

Everything as a Service: The next Gen Operating Model

Jaki Walsh

Offer Line Manager, Accounting & Operations

SimCorp

STREAM 3 : 12:05 - 12:40

Building the back-office of the future

Michael Galvin

Senior Manager - Product Management

Linedata

STREAM 4 : 12:05 - 12:40

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

Katia Falina

Global Business Manager

Bloomberg Post Trade Solutions

STREAM 5 : 12:05 - 12:40

Unlocking Identity: a better approach to network discovery & workflow

Ece Hanci

Senior Account Manager

Symphony
Elena Parigi Adragna

Director of Operations Workflow

Symphony

STREAM 6 : 12:05 - 12:40

WORKSHOP 6

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
Phil Davies

Chief Technology Officer

Milestone Group

STREAM 2 : 12:40 - 13:15

Everything as a Service: The next Gen Operating Model

Jaki Walsh

Offer Line Manager, Accounting & Operations

SimCorp

STREAM 3 : 12:40 - 13:15

Building the back-office of the future

Michael Galvin

Senior Manager - Product Management

Linedata

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

Unlocking Identity: a better approach to network discovery & workflow

Elena Parigi Adragna

Director of Operations Workflow

Symphony
Ece Hanci

Senior Account Manager

Symphony

STREAM 6 : 12:40 - 13:15

WORKSHOP 6

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: Data Science and Operations: Is your organisation failing the data integrity test?

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

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: How responsible investing and a robust ESG framework can deliver high yield and superior risk-adjusted returns

Archie Beeching

Director of Responsible Investing

Muzinich & Co

STREAM 3 : 14:35 - 15:00

KEYNOTE PRESENTATION: Turning Data into Gold: How technology and data help your
investment decisions

Kate Webber

Lead Product Manager, Global Fund Services

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
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

Laurence Everitt

Executive Vice President Head of Global Fund Services, UK

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
Michelle Sartorio

Global Head of Marketing and Communications

Savills Investment Management

15:45 - 16:00

EXHIBITION AND NETWORKING ROOM

16:00 - 16:35

KEYNOTE PRESENTATION: Looking to the future of the asset management industry: the regulatory response to misconduct and a clarification on liquidity profiles

Nick Miller

Head of Asset Management, Wholesale Supervision

The Financial Conduct Authority

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