Clear Path Analysis
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15-16 NOVEMBER 2022 | Park Plaza Victoria London, UK
17 NOVEMBER 2022 | Park Plaza Waterloo London, UK

FUND FINANCE FORUM AGENDA

Aimed at heads of finance, fund accounting, tax, treasury, and capital management leaders plus operational heads with input to the optimising of financial structures for their respective organisations, addressing issues including; scenario planning, setting returns timeframes on operational capital expenditure, emerging skill sets in fund finance, and harnessing the potential of digital & data transformation

Fund Finance Forum

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

● Finance: financing, financial risks ● Tech & Data: doing, the talent, the day-to-day running (application) ● Legal: law, regulation, reporting, oversight

  • 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 - 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

    Roger van Poortvliet

    Global Head of Finance

    Impax Asset

12:20 PM - 1:05 PM
FUND FINANCE FORUM: Roundtable Discussion: How can fund operators improve operational expenditures, and how can they remain competitive in the current climate

  • Marcela Siddall

    Marcela Siddall

    Chief Financial Officer

    Unbound

  • Peri Simpson

    Peri Simpson

    Finance Manager & Company Secretary

    Seilern Investment Management

  • Mohsin Qadir

    Mohsin Qadir

    Corporate Assets Lead, Fund Finance & Operations

    Intermediate Capital

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

    Nicola Carney

    Senior Manager, Technology Consulting, Wealth & Asset Management

    EY

2:30 PM - 2:55 PM
FUND FINANCE FORUM: Keynote Presentation: TBC

2:55 PM - 3:30 PM
FUND FINANCE FORUM: Roundtable 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?

  • Frank Carr

    Frank Carr

    Director

    Financial Risk Solutions

  • Alan Hobbs

    Alan Hobbs

    Transformation Lead

    Legal & General Investment Management

  • Nigel Hellewell

    Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • Mary Hall

    Mary Hall

    Data Governance & Reporting Manager

    Ruffer

  • Aria Goudarzi

    Aria Goudarzi

    Head of Strategic Analytics & Data

    Nikko Asset Management

3:30 PM - 3:30 PM
END OF CONFERENCE