Clear Path Analysis
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15 - 17 NOVEMBER 2022 | Park Plaza Victoria London, UK

AGENDA

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

TUESDAY 15 NOVEMBER - OPERATIONS & STRATEGY

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

9:05 AM - 9:10 AM
CHAIRMAN'S WELCOMING ADDRESS

9:10 AM - 9:50 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

9:50 AM - 10:35 AM
ROUNDTABLE DISCUSSION: Drivers for change – fee pressures, changing investor appetite, and the need for operating model evolution

  • 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

10:35 AM - 11:05 AM
KEYNOTE PRESENTATION: TBC

11:05 AM - 11:35 AM
MORNING REFRESHMENTS & NETWORKING

11:35 AM - 1:15 PM
TALKING TABLE WORKSHOPS
Workshop 1: Host and topic to be confirmed Workshop 2: Host and topic to be confirmed Workshop 3: Host and topic to be confirmed Workshop 4: Host and topic to be confirmed Workshop 5: Host and topic to be confirmed
Workshop 1: Host and topic to be confirmed Workshop 2: Host and topic to be confirmed Workshop 3: Host and topic to be confirmed Workshop 4: Host and topic to be confirmed Workshop 5: Host and topic to be confirmed
Workshop 1: Host and topic to be confirmed Workshop 2: Host and topic to be confirmed Workshop 3: Host and topic to be confirmed Workshop 4: Host and topic to be confirmed Workshop 5: Host and topic to be confirmed
1:15 PM - 2:05 PM
LUNCH

2:05 PM - 3:45 PM
STREAM 1: OPERATIONAL TRANSFORMATION

  • MEAGEN BURNETT

    Chief Operating Officer

    M&G Investments

  • David Pellow

    Director Global Provider Strategy

    BlackRock

  • Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Stuart Gunderson

    Chief Operating Officer

    Seilern Investment Management

2:05 PM - 3:45 PM
STREAM 2: CLIENT AT THE CORE OF OPERATIONS

  • Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

  • MARK GILLAN

    Head Of Operations

    AJBell

  • MATT GOULD

    Head Of Transition & Fund Admin

    Federated Hermes

  • Robert Corbally

    Chief Operating Officer

    Variety Capital

3:45 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: TBC

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 - 9:10 AM
BREAKFAST AND NETWORKING

9:15 AM - 9:20 AM
CHAIRMAN'S OPENING ADDRESS

9:20 AM - 10:00 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

10:00 AM - 10:30 AM
KEYNOTE PRESENTATION: TBC

10:30 AM - 11:15 AM
ROUNDTABLE DISCUSSION: Re-defining operational resilience: required budgeting for black swan events, technology fail scenarios, and the growth of cyber security threats

  • 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

11:15 AM - 11:45 AM
MORNING REFRESHMENTS & NETWORKING

11:45 AM - 1:05 PM
FUND FINANCE FORUM
11:45 AM - 1:05 PM
FUND TECHNOLOGY & DATA FORUM

  • Christina Schack

    Head Of Investment Data, Performance Measurement & Reporting

    Bank Vontobel AG

  • Colin Gibson

    Senior Advisor / Regional Advocate

    EDM Council

11:45 AM - 1:05 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM

  • Elizabeth Gillam

    Head Of EU Government Relations And Public Policy

    Invesco

  • NICK BASSON

    COO

    Old Street Digital

1:05 PM - 2:00 PM
NETWORKING LUNCH

2:00 PM - 3:30 PM
FUND FINANCE FORUM

  • PAUL HANSEN

    Group Chief Financial Officer

    Signet

  • MAQBOOL MOHAMED

    CFO

    Clarion Partners Europe

2:00 PM - 3:30 PM
FUND TECHNOLOGY & DATA FORUM

  • Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • NICOLAS STEINER

    Director Of Innovation EMEA

    Invesco

2:00 PM - 3:30 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM

  • Antoine Sineau

    Head Of Compliance

    Nordea Investment Funds S.A.

3:30 PM - 12:00 AM
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': How to retain and nurture existing employee talent in the current employment environment

9:50 AM - 10:35 AM
ROUNDTABLE DISCUSSION: Monitoring remote performance, evaluating employee output, and understanding efficiency without micromanaging: the meaning behind the metrics

10:35 AM - 11:20 AM
KEYNOTE PRESENTATION: How can fund groups generate meaningful and impactful inclusion initiatives?

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

11:40 AM - 12:05 PM
ROUNDTABLE DISCUSSION: Invigorating constructive dialogues - strategies to discussing diversity and equality issues to create an inclusive environment

12:05 PM - 12:40 PM
AUDIENCE POLLING SESSION: The journey for junior staff - how can fund groups best optimise training and support for new starters, as leadership increasingly favour remote working?

12:40 PM - 1:20 PM
ROUNDTABLE DISCUSSION: How can we address individual visibility in a remote working world - ensuring a balance between individual opportunities and meeting business needs?

1:20 PM - 1:25 PM
CLOSING REMARKS AND END OF SEMINAR

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