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

  • 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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