Clear Path Analysis
Register to Attend

15 OCTOBER 2024 | 10 UNION STREET, LONDON, SE1 1SZ

AGENDA

8:15 AM - 9:15 AM
BREAKFAST AND NETWORKING

9:10 AM - 9:15 AM
CHAIRMAN'S OPENING ADDRESS

9:15 AM - 10:00 AM
PRESENTATION/FIRESIDE CHAT: Age of compliance concerns: Balancing an increasing volume of regulatory requirements with cybersecurity best practices and an optimal risk appetite

10:00 AM - 10:45 AM
PANEL DISCUSSION: The future of investment operations in the age of splintered reporting regimes, new technological capabilities, and a saturated vendor landscape: Developing operational strategies to increase efficiency and optimise costs in an increasingly volatile world

10:45 AM - 11:15 AM
PRESENTATION/FIRESIDE CHAT: Keeping ahead of developing AI trends: Staying cost effective whilst ensuring tools are ‘value-add’ for the entire organisation

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

11:45 AM - 1:15 PM
‘INDUSTRY INSIGHT’ SESSIONS: UNCOVERING MARKET SENTIMENT
1:15 PM - 2:05 PM
LUNCH

2:05 PM - 2:50 PM
FUND OPERATIONAL STRATEGY FORUM
Chris Taylor

Chris Taylor

Chief Operating Officer

CG Asset Management

Prior to joining CGAM in 2015 Chris was an Operations Officer at State Street Bank. He has held operational roles servicing Investment Trust and Institutional Pension Fund clients.

Darren Johnson

Darren Johnson

Global Chief Operating Officer

IMPAX AM

Darren Johnson is Impax’s Chief Operating Officer. He sits on our Management Committee and is responsible for operations throughout the organisation. He has held this role since joining in 2007 and in that time has driven operational transformation, built teams and pioneered the company’s transition into cloud services to support rapid growth.

Prior to Impax, Darren held a similar role for family office Talisman Global Asset Management and his previous experience has included roles at RAB Capital, AXA Investment Managers, and Legal & General.

Darren sits on the board of several charities and organisations, including St Mungo’s, the UK’s largest homeless charity, and the investment advisory board of Comic Relief. He is a prominent advocate of diversity issues across financial services, is co-founder of TalkAboutBlack, sits on the CIC board of the Diversity Project, which aims to accelerate progress towards an inclusive culture in the investment and savings industry, and is on the Standing Committee for Investment 20/20, an organisation providing school leavers and graduates from non-traditional backgrounds with opportunities in asset management.

2:05 PM - 3:50 PM
PRIVATE MARKETS OPERATIONS, RISK & REPORTING FORUM
Matthew Stiling

Matthew Stiling

Senior Operational Due Diligence Analyst

Investcorp-Tages

2:05 PM - 3:50 PM
ESG OPERATIONS, RISK & REPORTING FORUM
Stuart Gunderson

Stuart Gunderson

Chief Operating Officer

Seilern Investment Management

Stuart is the Chief Operating Officer at Seilern. Prior to joining Seilern, Stuart Gunderson was Chief Operating Officer, Chief Compliance Officer and a Founding Partner of Kiltearn. Stuart started his career in 1997, working at firms including Deutsche Bank, HSBC Global Fund Services, Morgan Stanley Private Wealth Management and Franklin Templeton Investments. He has vast experience in a number of operational and servicing roles and has strategically and successfully managed business change throughout his career by focussing on enhanced client service, reduction in risk and cost management. Stuart is qualified from the Chartered Institute for Securities & Investments (C.I.S.I).

3:50 PM - 4:15 PM
AFTERNOON REFRESHMENTS & NETWORKING

4:15 PM - 4:45 PM
FUND OPERATIONAL STRATEGY FORUM
4:15 PM - 4:45 PM
PRIVATE MARKETS OPERATIONS, RISK & REPORTING FORUM
4:15 PM - 4:45 PM
ESG OPERATIONS, RISK & REPORTING FORUM
4:45 PM - 5:25 PM
PANEL DISCUSSION: Harmonising people and tools: Optimising your IT infrastructure, and how to make the most out of provider relationships and reskill your workforce around new, ever-evolving systems and tech
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Matt Giordmaina

Matt Giordmaina

Head of Reconciliations - Investment Operations

Man Group

Matthew Giordmaina has worked in Asset Management Operations for over 15 years, and managed various teams for over 10 years.  He has previously worked at Schroders, Jupiter Asset Management, Pictet Asset Management, and his current role with Man Group is Global Head of Reconciliations, Investment Operations.  Matthew has been a contributor to global process improvements, with successive experiences delivering change to operational set-up and policies, processes, systems, and technology.  Matthew is particularly passionate about maximising opportunities for collaboration and communication, with various initiatives implemented across his previous firms.

Rodney Hutchinson

Rodney Hutchinson

Director of Strategy & Digital Transformation

M&G Investments

Rodney is Director of Strategy & IT Transformation at M&G and has over 20 years experience in the asset management industry as an advisor and leader of strategic change, driving a broad spectrum of initiatives throughout his career including strategic growth, target operating models, cost transformation, merger integration, organisation and process design and large scale systems implementations. He is focussed on the future and the key trends that will impact the asset management industry and enable the firm to innovate, remain competitive in a changing and uncertain environment and continue to deliver the best outcomes for clients.

Damien Le Guillou

Damien Le Guillou

Director Operations & Controls

BPI

Mario De Bergolis

Mario De Bergolis

Chief Operating Officer

Asset Management One International

Mario De Bergolis is the Chief Operating Officer and Compliance Officer at Asset Management One International Ltd. where he is responsible for the firm’s Operations, Middle Office, Compliance and Systems Support departments. Prior to this appointment Mario held the position of Global Head of Strategy and Business Management, Client & Multi-Manager Solutions, at Aberdeen Standard Investments. He was responsible for the implementation of business strategy and provided oversight of the area’s technology and change, governance and operational risk framework. Mario has also previously held several leadership positions within Operational Due Diligence and Operations at LGT Vestra and SS&C GlobeOp.

5:25 PM - 7:00 PM
POST SUMMIT DRINKS AND CANAPES RECEPTION

Join your colleagues at a drinks and canapes reception nearby or in the same venue as the summit, to network with your fellow conference delegates in a relaxed environment and extend the opportunity to interact with peers catching up on key issues and topics discussed throughout the day.

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Marketing & Operations Enquiries

Jenna Williams

Head of Marketing & Operations

Sponsorship Enquiries

Noel Hillmann

Chief Executive Officer

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Richard Leach

Partner Development Director