ALASTAIR WHITFIELD
Investment and Treasury Management, IQUW
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Transforming investment operations in the London Market: lessons from Lloyd’s : 1:50 PM - 2:15 PM
ANDREW PUTWAIN
Managing Editor, Clear Path Analysis
Andrew Putwain is the Managing Editor of Clear Path Analysis’s two market website Insurance-Investor.com and FundOperator.com. He joined the company in early 2022, and prior to that was an oil market journalist for I.C.I.S, part of Lexis Nexis Risk Solutions Group, focusing on the Middle Eastern/North Africa and CIS regions. Other previous roles include Editor at Reactions, part of Euromoney, and on the editorial team at Axco Insurance Information Services. He has also had positions at NS Media, HennikGroup, The Institute of Civil Engineers Publishing and ESG Investor
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - CHAIR’S OPENING ADDRESS : 9:15 AM - 9:20 AM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Disruptive trends in financial modelling: mastering liquidity in the face of changing technology such as AI and machine learning : 10:30 AM - 11:00 AM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - FIRESIDE CHAT: The liquidity sweet spot: finding the optimal level of liquidity for your organisation’s goals and the efficient frontier : 10:30 AM - 11:00 AM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Navigating inflation and rate swings: how to optimise cash management and returns in a volatile market : 11:40 AM - 12:20 PM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Protecting Treasury: implementing cybersecurity to prevent fraud and protect transactions : 11:20 AM - 1:00 PM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - FIRESIDE CHAT: Choosing the right Treasury Management System: tailoring solutions to your needs : 1:50 PM - 3:40 PM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Exploring alternative sources of capital: co-investing, captive asset management and private equity : 2:15 PM - 3:00 PM (Moderator)
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Regulatory arbitrage: identifying opportunities and risks in solvency, capital and liquidity requirements across multiple jurisdictions : 3:00 PM - 3:40 PM (Moderator)
BOB TYLEY
Head of Credit Risk, Hymans Robertson
Bob Tyley is Head of Credit Risk in Hymans Robertson’s UK Insurance & Financial Services practice. He is an investment industry veteran with deep experience of global credit and interest rate markets. Having worked in the leading investment banks, insurance companies and consultancies, he has wide experience of implementing ESG, ALM, SAA, and IMV activities along with risk and capital modelling and optimisation for insurance companies.
An area of particular focus currently is the impact of Solvency II UK Reform and its implications and challenges in enabling insurers to invest in a wider range of long-term productive assets.
Bob is a Technical Specialist of the Institute of Risk Management and a Chartered Fellow of the Chartered Institute for Securities & Investment, as well as being a Fellow of the Royal Astronomical Society.
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Regulatory arbitrage: identifying opportunities and risks in solvency, capital and liquidity requirements across multiple jurisdictions : 3:00 PM - 3:40 PM
CHRIS PALMER
Former Interim Chief Investment Officer, Medical Protection Society, Senior Advisor, Alpha Real Capital
Chris is a senior advisor to Alpha Real Capital, the secure income asset manager and also a consultant to a number of UK infrastructure and social housing investors. He was previously Head of Illiquid Assets Origination at Phoenix Group plc, before that Head of Market Risk, Credit at Swiss Reinsurance (where he was also CIO and trustee of the UK Pension Fund) and a credit portfolio manager at Legal & General, Old Mutual Asset Managers and Allied Irish Banks.
Chris is a graduate of the University of Cambridge and a fellow of the London Institute of Banking & Finance. He is Chair of Sporting Wellness, a charity that supports young sportsmen and sportswomen across the UK.
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Regulatory reforms: the practical implementation and reporting challenges : 9:20 AM - 10:00 AM
CRISTINA MELENCHON
Senior Content Producer, Clear Path Analysis
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - CHAIR’S OPENING ADDRESS : 9:15 AM - 9:20 AM (Moderator)
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: AI and machine learning, its use in your portfolio operations: portfolio optimisation, shortcomings and misunderstandings around its use : 10:00 AM - 10:30 AM (Moderator)
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM (Moderator)
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Transforming investment operations in the London Market: lessons from Lloyd’s : 1:50 PM - 2:15 PM (Moderator)
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Using AI to manage private credit portfolios: how can investors overcome issues arising from the lack of available data? : 2:15 PM - 3:00 PM (Moderator)
DREW PRICE
Head Capital Reporting & Analytics, Swiss Re
Drew Price is the Head of Capital Reporting & Analytics at Swiss Re, where he oversees all aspects of capital reporting for the group. With over three decades of experience in the financial sector, Drew has led teams in developing and implementing advanced financial systems, improving control environments, and accounting for complex transactions. His recent work includes designing a comprehensive application for collecting and managing capital positions.
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Disruptive trends in financial modelling: mastering liquidity in the face of changing technology such as AI and machine learning : 10:30 AM - 11:00 AM
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - PANEL DISCUSSION: Navigating inflation and rate swings: how to optimise cash management and returns in a volatile market : 11:40 AM - 12:20 PM
HUA CHAI
Head of Systematic Solutions – Alternatives, Aberdeen Investments
Hua Chai is an Investment Manager on the Alternative Investment Solutions team at Aberdeen Investments. He leads Systematic Solutions and is a portfolio manager for the Aberdeen Investments Eclipse hedge fund index range. Prior to joining Aberdeen Investments in 2019, Chai worked as a quantitative trader and analyst at a London-based quantitative hedge fund. Chai has a BSc in Mathematics and an MSc in Finance from the University of Bath, and a Masters in Finance from the London Business School. He is a Chartered Alternative Investment Analyst (CAIA).
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: AI and machine learning, its use in your portfolio operations: portfolio optimisation, shortcomings and misunderstandings around its use : 10:00 AM - 10:30 AM
KAY REINHOLD
Group Treasury & Capital Management, Vienna Insurance
Kay Reinhold works in Group Treasury & Capital Management at Vienna Insurance Group (VIG), where he is responsible for leading the development of the Group’s capital management framework. With almost two decades of experience in insurance risk and treasury functions and a strong background in actuarial and financial mathematics, he focuses on capital allocation, liquidity planning, and its alignment with internal and external requirements. Kay is a certified actuary (DAV) and a member of the German Society for Insurance and Financial Mathematics (DGVFM). He holds a Diplom in Business Mathematics from the University of Ulm and a Master of Science in Mathematics from the University of Wisconsin. Prior to joining VIG in 2010, he worked in management consulting for the insurance sector.
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - FIRESIDE CHAT: Treasury functions and capital: stress testing and scenario analysis to balance risk and reward : 9:20 AM - 10:00 AM
KEITH GOODBY
Head of Shareholder Investments & Strategy and Chief Investment Officer, Aviva
Keith Goodby is Head of Shareholder Investments & Strategy at Aviva, where he leads investment strategy, manager oversight, portfolio and collateral management, with a particular focus on the Matching Adjustment portfolio. With over 25 years of experience in the insurance and investment industry, Keith brings a unique blend of asset and liability-side expertise.
Prior to joining Aviva, Keith was Head of the Insurance Investment Solutions Group at Willis Towers Watson, advising life and general insurers globally on investment and ALM strategies. He also served as Portfolio Director for the with-profits fund at Legal & General, where he was responsible for investment and ALM. Earlier in his career, Keith worked in consultancy for Tillinghast, supporting insurers on the liability side.
Keith is a Fellow of the Institute and Faculty of Actuaries and holds an MEng (Hons) in Electronic Engineering and Japanese.
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - FIRESIDE CHAT: The liquidity sweet spot: finding the optimal level of liquidity for your organisation’s goals and the efficient frontier : 10:30 AM - 11:00 AM
MARIA LONG
Head of Operational Due Diligence and Risk Management Advisor, ORC
Maria's expertise includes implementing resilient investment programs, fund manager selection and the application of global best practice standards. She is also recognized as an ESG, investment governance and digital assets due diligence specialist.
Prior to her role as Research and Content Director at SBAI, where Maria lobbied global regulators on emerging regulation and was responsible for authoring a number of industry white papers, Maria has held senior positions with Man FRM, as both Head of Middle Office Accounting and as an Operational Due Diligence specialist. Other roles include Accounting Operations Manager at Northern Trust, as well as investment operations positions with Unigestion and Thames River Capital hedge funds, where she was responsible for trade execution, valuations and client reporting.
As a member of the SBAI's Working Groups on Digital Assets and Responsible Investment, Maria actively engages in shaping industry standards. Her academic background includes a first-class Bachelor’s degree in Natural Sciences (Astronomy and Cosmology). Maria is a frequent panellist and speaker at financial services forums, showcasing her thought leadership.
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM
MARK GILLAN
Head of Investment Operations, Scottish Widows
Mark is responsible for the product management and day-to-day operation of the AJ Bell Investment team’s range of multi-asset funds, model portfolios and ancillary investment services. He has over 10 years’ experience in global custody, platforms and investment operations in both the retail and institutional spaces.
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM
MATTHEW MOORE
Chief Operations Manager, Lloyd’s Treasury and Investment Management
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Transforming investment operations in the London Market: lessons from Lloyd’s : 1:50 PM - 2:15 PM
NATALIA ROUDAKOVA
Head of Back Office, Treasury and Investment Accounting, Allianz Belgium
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - FIRESIDE CHAT: Choosing the right Treasury Management System: tailoring solutions to your needs : 1:50 PM - 3:40 PM
NOEL HILLMANN
Chief Executive Officer, Clear Path Analysis
My session title:
- CHAIRMAN'S OPENING ADDRESS : 9:10 AM - 9:20 AM
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Regulatory reforms: the practical implementation and reporting challenges : 9:20 AM - 10:00 AM (Moderator)
ROB KNIGHT
Managing Director, RRAK Advisory and Global Ambassador, Global Council for Responsible AI, RRAK Advisory
Rob Knight is a consulting Managing Director who specialises in operations and regulations. She is also a NED on the Board of East London Business Alliance and special advisor to two California based start-ups. Rob’s unique professional background spans successful leadership roles within large international businesses, leading teams in Asia, Europe, India, UK and USA. She was Head of Global Business Services at Barings (subsidiary of MassMutual), sitting on the firm’s Operations Leadership Team, Pricing Committee and Client Asset Oversight Working Group. Her global teams supported investment strategies for USD 280B+ of private and public assets. She has a keen interest in automation and data science to create more efficient and scalable workflows.
Rob served as Chairperson for the UK Investment Association’s Trade & Transaction reporting Committee until 2022, where she contributed to engagement with European and UK regulators. Prior to joining Barings, Rob led the fiduciary management team for Citigroup – Asset Management Unit in London.
In 2007 Rob co-founded the award-winning Barings’ See The Possibilities student programme for university and college students. This program introduces students to the financial services industry, while opening doors to entry level Analyst roles.
She holds a MBA, the CFA UK: Investment Management Certificate, and is a member of the Chartered Governance Institute
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM (Moderator)
SALMAN SHAIKH
Director - Central Functions Strategy & Business Transformation, Pemberton Capital Advisors
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: AI and machine learning, its use in your portfolio operations: portfolio optimisation, shortcomings and misunderstandings around its use : 10:00 AM - 10:30 AM
SONIA ALONSO
Investment Operations and Compliance Manager, Convex
Sonia Alonso is a transformation-focused investment operations leader with over 15 years’ experience across insurance, asset management, and commercial banking. At Convex Insurance, she oversees a $6bn+ portfolio and leads strategic initiatives in data, compliance, and operational efficiency, having joined from RBC Global Asset Management (UK), where she served as Head of Investment Operations. Sonia is recognised for her innovative approach to operational excellence and her thought leadership in investment operations transformation.
She holds dual BAs in Business Administration and Management (Universidad de Burgos, Spain) and in Political Sciences (UNED, Spain). Sonia is also certified by CFA UK with the Impact Investment and Climate & Investing Certificates, holds the CFA Institute’s Certificate in Sustainable Investing, and the CISI Investment Operations Certificate (IOC), demonstrating her strong commitment to professional development in the investment operations field.
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Strategies for streamlining holistic decision making and improving operational efficiency in a highly competitive market : 10:30 AM - 11:00 AM
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).
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - PANEL DISCUSSION: Using AI to manage private credit portfolios: how can investors overcome issues arising from the lack of available data? : 2:15 PM - 3:00 PM
SUNITA THORNTON
Head of Investment Operations, Just Group
My session title:
- INVESTMENT OPERATIONS, COMPLIANCE, & REPORTING FORUM - FIRESIDE CHAT: Beyond spreadsheets: the panel’s view on the future of investment operations and compliance and preparing for regulatory shifts, digital transformation and data-driven decision-making : 3:00 PM - 3:40 PM
WILLIAM ARRATA
Asset Liability Manager, Banque de France
William Arrata is an Asset & Liability Manager at Banque de France’s Financial Directorate. He is in charge of devising optimal investment strategies, in EURO and currencies, for Banque de France non monetary policy investment portfolios. Before that, he worked at the Reserves Management Division, actively managing an AFS portfolio of bonds, money market securities and fixed income derivatives. He also started the Quantitative Easing Programme for Banque de France. He has been teaching for more than 10 years Quantitative Portfolio Management at ESSEC Business school’s Master in Finance in France, and he occasionally publishes on topics related to monetary policy in the euro area. He is an Associate Actuary and CFA Charterholder.
My session title:
- TREASURY MANAGEMENT & FINANCIAL RISK FORUM - FIRESIDE CHAT: Treasury functions and capital: stress testing and scenario analysis to balance risk and reward : 9:20 AM - 10:00 AM
