Agenda

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

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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Davina Goodall-Smith

Chief Operating Officer EMEA

Nikko Asset Management Group
STEPHEN MILLAR

VP, Head Of EMEA

Baron Capital Management
Kate McClellan

Chief Operating Officer

Aviva Investors
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

VP, Operations and Accounting

SimCorp
Mouna Capitanio

Director, Operations & Accounting Business Services

SimCorp UK

High Availability NAV – Inflight Resilience

Paul Roberts

Managing Director, EMEA & General Manager, Global Services

Milestone Group
Daniel Drinkwater

Product Sales Consultant

Milestone Group
Alex Iwinski

Relationship Manager, EMEA

Milestone Group

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

Antony Slee

Director of Global Sales

Instinct Digital
Paul Williamson

Client Solutions Executive

Instinct Digital

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

Simba Mamboininga

Managing Partner

Devlin Mambo
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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Chris Taylor

Chief Operating Officer

CG Asset Management
Nishil Patel

Chief Operating Officer

Origin Asset Management
Stuart Gunderson

Chief Operating Officer

Seilern Investment Management

2:05 PM - 2:10 PM

STREAM 2: CHAIRPERSON'S OPENING REMARKS

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

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

Moderator

Alasdair Kinloch

Independent Consultant and, former Global Head of Client Experience

abrdn
Robert Corbally

Chief Operating Officer

Variety Capital
Matt Gould

Head Of Transition & Fund Admin

Federated Hermes
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

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

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

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

Moderator

Sara Benwell

Contributing Editor

Clear Path Analysis
Erik Vynckier

Non Executive Member Director

Foresters Friendly Society
Angus Milne

Director Risk & Compliance

TCI Fund Management
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

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

Moderator

Sara Benwell

Contributing Editor

Clear Path Analysis
Marcela Siddall

Chief Financial Officer

Unbound
Mohsin Qadir

Corporate Assets Lead, Fund Finance & Operations

Intermediate Capital

11:45 AM - 11:50 AM

FUND TECHNOLOGY & DATA FORUM: Chairperson's Opening Remarks

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

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?

Moderator

Colin Gibson

Senior Advisor / Regional Advocate

EDM Council
Balaji Gopalan

Principal Solutions Architect

AWS
Mark Tomlinson

Principal Architect

Google
Kevin Annund

Executive Partner EMEA

IBM
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

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?

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Nic Basson

Chief Operating Officer

Old Street Digital
Christophe Sailland

Chief Executive Officer

Helford Capital Partners
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

Senior Manager, Technology Consulting, Wealth & Asset Management

EY
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

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?

Moderator

Frank Carr

Director

Financial Risk Solutions
Alan Hobbs

Transformation Lead

Legal & General Investment Management
Nigel Hellewell

Chief Operating Officer

Equitile Investments
Mary Hall

Data Governance & Reporting Manager

Ruffer
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

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

Moderator

Sara Benwell

Contributing Editor

Clear Path Analysis
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

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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Lorraine Taylor

Chief People & Culture Officer

Local Pensions Partnership Investments
Nicole Walcott

Director HR Business Partner

PGIM Real Estate
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

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

Moderator

Upasna Bhadhal

Ambassador

Diversity Project
Deon Pillay

Head of Marketing Operations & Co-Chair of LEGIT

Legal & General Investment Management
Sarah Maynard

Global Head, External Diversity, Equity, & Inclusion

CFA Institute
Sarah Kaiser

Head of Employee Experience

Fidelity International
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

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?

Moderator

Maya Sibul

Reporter & Content Producer

Clear Path Analysis
Natasha Lee

Chief of Staff to Chief Executive Officer

Terra Firma
Jan Atkinson

Group Talent & Capability Director

Royal London
Rupert Naylor

Chief of Staff & Head of Investor Relations

Aristata Capital
Lucia Labuzik

Founder, Director

The Labuzik