FUND FINANCE FORUM AGENDA

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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

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

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

11:15 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

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

Chief Financial Officer

Unbound
Peri Simpson

Finance Manager & Company Secretary

Seilern Investment Management
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

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

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

3:30 PM - 3:30 PM

END OF CONFERENCE

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