The programme for the Fund Operator Summit | Europe 2022 will be announced soon. If you would like to participate in a speaking or sponsorship capacity, please contact marketing@clearpathanalysis.com

Agenda

08:15 - 19:00

TUESDAY 15TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION: Reacting to changing demographics and culture shifts in the funds industry – fragmented workforces, an expectation of social working factors at the core, and the demise of fully manual tasks

10:00 - 10:45

ROUNDTABLE DISCUSSION: Drivers for change – fee pressures, changing investor appetite, and the need for operating model evolution

  • Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • Stephen Millar

    VP, Head of EMEA

    Baron Capital Management

10:45 - 11:15

KEYNOTE PRESENTATION: TBC

11:15 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 13:10

TALKING TABLE WORKSHOPS

13:10 - 14:00

LUNCH

14:00 - 15:40

STREAM 1: OPERATIONAL TRANSFORMATION

STREAM 2 : 14:05 - 14:30

Digitising the business and extracting manual everywhere – examining integrated business processes between internal, external parties, and clients

  • Meagen Burnett

    Chief Operating Officer

    M&G Investments

STREAM 3 : 14:30 - 14:55

Outsourcing 3.0 and the rewriting of the fund operational model: focus on winning market share, focus on core competencies, and cost efficiencies

STREAM 4 : 14:55 - 15:40

Exploring the business case between many, best of breed solutions versus simplified, all in one systems and approaches

  • David Pellow

    Director Global Provider Strategy

    Blackrock

  • Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Stuart Gunderson

    Chief Operating Officer

    Seilern Investment Management

14:00 - 15:40

STREAM 2: CLIENT AT THE CORE OF OPERATIONS

STREAM 2 : 14:05 - 14:30

Enhanced client operations- designing a market leading operational reporting strategy, process, and working model to win market share

  • Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

STREAM 3 : 14:30 - 14:55

Brexit - setting up subsidiaries in EU financial hubs to continue to serve EU clients

STREAM 4 : 14:55 - 15:40

Improving operational ‘experience’ to add value to the client and stakeholder relationship for improved retention, speed of service, and profitability

  • Mark Gillan

    Head of Operations

    AJBell

  • Robert Corbally

    Chief Operating Officer

    Variety Capital

  • Matt Gould

    Head of Transition & Fund Admin

    Federated Hermes

15:40 - 15:55

AFTERNOON REFRESHMENTS & NETWORKING

15:55 - 16:25

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

  • Kevin Samborn

    CTO

    BT Pension Scheme Management

16:25 - 17:05

KEYNOTE ADDRESS:  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

17:05 - 19:00

EVENING DRINKS & NETWORKING

Delegates will join us for an evening drinks reception with canapes, to extend the networking time for all participants and end the conference further building those all-important industry networks.

08:15 - 15:45

16TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING TIME

09:10 - 09:20

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION:  Introducing agile operational, financial, and business management and simplifying the route to meeting organisational goals

10:00 - 10:45

KEYNOTE PRESENTATION:  TBC

10:45 - 11:30

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
  • Erik Vynckier

    Non Executive Member Director

    Foresters Friendly Society

  • Angus Milnes

    Director Risk & Compliance

    TCI Fund Management

  • Mario De Bergolis

    Chief Operating Officer

    Asset Management One International

11:30 - 11:45

MORNING REFRESHMENTS & NETWORKING

11:45 - 13:20

FUND FINANCE FORUM

STREAM 2 : 11:50 - 12:35

Scenario planning and policy: the always on mentality for fund launches, expansion, and market opportunity capture with the right financial management strategy

STREAM 3 : 12:35 - 13:20

What are the key ingredients to the formula for calculating and setting realistic return timeframes from operational capital expenditure?

11:45 - 13:20

FUND TECHNOLOGY & DATA FORUM

STREAM 2 : 11:50 - 12:35

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

STREAM 3 : 12:35 - 13:20

Accelerating Cloud Adoption through Cloud Data Management Capabilities Framework

  • Colin Gibson

    Senior Advisor / Regional Advocate

    EDM Council

11:45 - 13:20

FUND LEGAL, COMPLIANCE & REGULATORY FORUM

STREAM 2 : 11:50 - 12:35

Navigating the rapidly evolving ESG regulatory landscape: impacts, implications, and strategic considerations for fund compliance and regulatory teams 

  • Elizabeth Gillam

    Head of EU Government Relations and Public Policy

    Invesco

STREAM 3 : 12:35 - 13:20

Is the adoption of crypto currency and blockchain inevitable and how can firms prepare for the expected regulation and compliance ramifications?

  • Nick Basson

    COO

    Old Street Digital

13:20 - 14:15

NETWORKING LUNCH

14:15 - 15:45

FUND FINANCE FORUM 2

STREAM 1 : 14:15 - 14:40

Harnessing the potential of digital and data transformation to empower finance team to focus more time on core decision making tasks

STREAM 2 : 14:40 - 15:05

TBC

STREAM 3 : 14:40 - 15:45

Upskilling and prioritising value: what are the emerging skill sets in fund finance that will drive value-add for optimal outcomes?

  • Paul Hansen

    Group Chief Financial Officer

    Signet

  • Maqbool Mohamed

    CFO

    Clarion Partners Europe

14:15 - 15:45

FUND TECHNOLOGY & DATA FORUM 2

STREAM 1 : 14:15 - 14:40

How technology can drive value in the asset management landscape - the role of Robotic Process Automation (RPA), Artificial Intelligence (AI), blockchain, machine learning, and analytics

STREAM 2 : 14:40 - 15:05

TBC

STREAM 3 : 14:40 - 15:45

Bridging the skills shortage gap; Upskilling versus recruiting talent in fund technology and data management teams

  • Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • Nicolas Steiner

    Director of Innovation EMEA

    Invesco

14:15 - 15:45

FUND LEGAL, COMPLIANCE & REGULATORY FORUM 2

STREAM 1 : 14:15 - 14:40

Cyber security: IT Risk management, governance and compliance. Defining the protection strategies to ensure business information security

STREAM 2 : 14:40 - 15:05

Taking Britain back? The impact of HM Treasury’s Future Regulatory Framework (FRF) Review on the City and it’s relationship with the EU

  • Graham Hook

    Head of UK Government Relations and Public Policy

    Invesco

STREAM 3 : 15:05 - 15:45

The benefits and challenges of digital transformation in the legal department and the automation of regulatory reporting

  • Antoine Sineau

    Head of Compliance

    Nordea Investment Funds S.A.

15:45 - 00:00

END OF CONFERENCE

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MARKETING AND OPERATIONS ENQUIRIES

JENNA WILLIAMS

Head of Marketing and Operations

jennawilliams@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com