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

OPERATIONAL STRATEGY FORUM AGENDA

DOWNLOAD FUND OPERATIONAL STRATEGY BROCHURE

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Dedicated to the demands placed on, and challenges being addressed by Chief Operational Officers, and other senior operational executives at fund and wider investment management groups, addressing issues including the changing demographics and culture shifts in the funds industry, drivers for change, operational transformation, and putting client needs at the core of operations

8:15 AM - 7:00 PM
DAY ONE: TUESDAY 15TH NOVEMBER

9:05 AM - 9:10 AM
CHAIRMAN'S WELCOMING ADDRESS

9:10 AM - 9:50 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

    Marie Dzanis

    Head of Asset Management, EMEA

    Northern Trust Asset Management

9:50 AM - 10:35 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

  • Davina Goodall-Smith

    Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • STEPHEN MILLAR

    STEPHEN MILLAR

    VP, Head Of EMEA

    Baron Capital Management

  • Kate McClellan

    Kate McClellan

    Chief Operating Officer

    Aviva Investors

  • Stuart Medlen

    Stuart Medlen

    Managing Director, Head of Operations

    Alcentra

  • Frank Glock

    Frank Glock

    Managing Director

    SimCorp UK Ltd

10:35 AM - 11:05 AM
KEYNOTE PRESENTATION: TBC

11:05 AM - 11:35 AM
MORNING REFRESHMENTS & NETWORKING

11:35 AM - 1:15 PM
TALKING TABLE WORKSHOPS
Operating model optimization with tech- enabled services and interoperability
  • Jaki Walsh

    Jaki Walsh

    Offer Line Manager

    SimCorp

Workshop 1: Host and topic to be confirmed Workshop 2: Host and topic to be confirmed Workshop 3: Host and topic to be confirmed Workshop 4: Host and topic to be confirmed Workshop 5: Host and topic to be confirmed
Workshop 1: Host and topic to be confirmed Workshop 2: Host and topic to be confirmed Workshop 3: Host and topic to be confirmed Workshop 4: Host and topic to be confirmed Workshop 5: Host and topic to be confirmed
1:15 PM - 2:05 PM
LUNCH

2:05 PM - 2:10 PM
STREAM 1: CHAIRPERSON'S OPENING REMARKS

2:10 PM - 2:35 PM
STREAM 1: FIRESIDE CHAT: Digitising the business and extracting manual everywhere - examining integrated business processes between internal, external parties, and clients

  • Alex Houseman

    Alex Houseman

    Head of Enterprise Architecture

    M&G Investments

2:35 PM - 3:00 PM
STREAM 1: KEYNOTE PRESENTATION: Outsourcing 3.0 and the rewriting of the fund operational model: focus on winning market share, focus on core competencies, and cost efficiencies

3:00 PM - 3:45 PM
STREAM 1: ROUNDTABLE DISCUSSION: Exploring the business case between many, best of breed solutions versus simplified, all in one systems and approaches

  • Chris Taylor

    Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Nishil Patel

    Nishil Patel

    Chief Operating Officer

    Origin Asset Management

  • Stuart Gunderson

    Stuart Gunderson

    Chief Operating Officer

    Seilern Investment Management

2:05 PM - 2:10 PM
STREAM 2: CHAIRPERSON'S OPENING REMARKS

2:10 PM - 2:35 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

    Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

2:35 PM - 3:00 PM
STREAM 2: KEYNOTE PRESENTATION: Brexit - setting up subsidiaries in EU financial hubs to continue to serve EU clients

3:00 PM - 3:45 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

  • Alasdair Kinloch

    Alasdair Kinloch

    former Global Head of Client Experience

    abrdn

  • Robert Corbally

    Robert Corbally

    Chief Operating Officer

    Variety Capital

  • Matt Gould

    Matt Gould

    Head Of Transition & Fund Admin

    Federated Hermes

  • Michelle Sartorio

    Michelle Sartorio

    Global Head of Communications & Marketing

    Savills Investment Management

3:45 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

    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

    Sally Bridgeland

    Chair, Impax Asset Management Group Plc & Chair & 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.

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