Operational Strategy Forum | Fund Operator Summit

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

8:15 AM - 9:10 AM

BREAKFAST AND NETWORKING

9:10 AM - 9:15 AM

CHAIRMAN'S WELCOMING ADDRESS

9:15 AM - 10:05 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

Head of EMEA

Northern Trust Asset Management

10:05 AM - 11:00 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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Davina Goodall-Smith

Chief Operating Officer EMEA

Nikko Asset Management Group
STEPHEN MILLAR

VP, Head Of EMEA

Baron Capital Management
Kate McClellan

Chief Operating Officer

Aviva Investors
Frank Glock

Managing Director

SimCorp UK Ltd

11:00 AM - 11:05 AM

AUDIENCE POLL SESSION: Moody's Analytics

Short Poll on ESG Investing by Moody’s Analytics

11:05 AM - 11:40 AM

MORNING REFRESHMENTS & NETWORKING

11:40 AM - 1:20 PM

TALKING TABLE WORKSHOPS

Operating model optimization with tech- enabled services and interoperability

Jaki Walsh

VP, Operations and Accounting

SimCorp
Mouna Capitanio

Director, Operations & Accounting Business Services

SimCorp UK

High Availability NAV – Inflight Resilience

Paul Roberts

Managing Director, EMEA & General Manager, Global Services

Milestone Group
Daniel Drinkwater

Product Sales Consultant

Milestone Group
Alex Iwinski

Relationship Manager, EMEA

Milestone Group

The rise of the client experience in the future of investor communications and client reporting.

Antony Slee

Director of Global Sales

Instinct Digital
Paul Williamson

Client Solutions Executive

Instinct Digital

ESG solutions providers: How best to identify, select and manage

Simba Mamboininga

Managing Partner

Devlin Mambo
Graeme Devlin

Co-Founder

Devlin Mambo

1:20 PM - 2:05 PM

LUNCH

2:05 PM - 2:10 PM

STREAM 1: CHAIRPERSON'S OPENING REMARKS

2:10 PM - 2:45 PM

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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Alex Houseman

Head of Enterprise Architecture

M&G Investments

2:45 PM - 3:40 PM

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

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis
Chris Taylor

Chief Operating Officer

CG Asset Management
Nishil Patel

Chief Operating Officer

Origin Asset Management
Stuart Gunderson

Chief Operating Officer

Seilern Investment Management

2:05 PM - 2:10 PM

STREAM 2: CHAIRPERSON'S OPENING REMARKS

Moderator

Andrew Putwain

Editor & Community Manager

Clear Path Analysis

2:10 PM - 2:45 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

Global Chief Operating Officer

Storebrand Asset Management

2:45 PM - 3:40 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

Moderator

Alasdair Kinloch

Independent Consultant and, former Global Head of Client Experience

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Robert Corbally

Chief Operating Officer

Variety Capital
Matt Gould

Head Of Transition & Fund Admin

Federated Hermes
Michelle Sartorio

Global Head of Communications & Marketing

Savills Investment Management

3:40 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

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

Chair And 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.

REGISTER YOUR PLACE FOR FREE TODAY

OPERATIONAL STRATEGY FORUM AGENDA