Clear Path Analysis
Register to Attend

19 SEPTEMBER 2023 | AMERICA SQUARE CONFERENCE CENTRE, LONDON

If you would like to enrol your interest in speaking in 2023, please contact Dan Assor at danassor@clearpathanalysis.com

Andrew Putwain

ANDREW PUTWAIN

Editor & Community Manager, Clear Path Analysis

My session title:

  • ROUNDTABLE DISCUSSION: The future of investment operations: Exploring and building the business case for new models and strategies to drive growth and innovation in a fee compressed world : 9:15 AM - 10:00 AM (Moderator)
  • ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication. : 3:30 PM - 4:15 PM (Moderator)
Brian Digney

BRIAN DIGNEY

Research & Content Director, SBAI

My session title:

  • ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication. : 3:30 PM - 4:15 PM
Dr Martin Goodson

DR MARTIN GOODSON

CEO and Chief Scientist, Evolution AI

My session title:

  • GUEST KEYNOTE PRESENTATION: Fund Operations in the Era of AI: What is the New Role of Humans? : 4:15 PM - 4:45 PM
Drew Price

DREW PRICE

Head of Capital Reporting & Analytic, Swiss Re

My session title:

  • ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication. : 3:30 PM - 4:15 PM
George Tabeart

GEORGE TABEART

Senior Operational Risk Manager, Pension Protection Fund

My session title:

  • ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication. : 3:30 PM - 4:15 PM
Igor Bosnjak

IGOR BOSNJAK

Global Head of Investment & Data Operations, Russell Investments

Igor Bosnjak is Global Head of Data and Investment Operations. Based in London, he oversees the firm’s data investment operations across all regions for Russell Investments funds and separate accounts. He was promoted to this role in January 2023.

My session title:

  • ROUNDTABLE DISCUSSION: The future of investment operations: Exploring and building the business case for new models and strategies to drive growth and innovation in a fee compressed world : 9:15 AM - 10:00 AM
John Allan

JOHN ALLAN

Head of Innovation & Operations Unit, The Investment Association

My session title:

  • KEYNOTE PRESENTATION: The Tokenization of Assets and Potential Implications for Financial Markets : 10:00 AM - 10:30 AM
Matt Giordmaina

MATT GIORDMAINA

Head of Reconciliations - Investment Operations, Man Group

My session title:

  • ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication. : 3:30 PM - 4:15 PM
Meagen Burnett

MEAGEN BURNETT

Deputy Group Chief Operating Officer, Schroders

Meagen joined Schroders in January 2023 as the Deputy Group Chief Operating Officer (COO), responsible for groupwide operations, technology, workplace solutions and change delivery. Prior to Schroders, Meagen spent 11 years within M&G plc (previously Prudential plc), initially as the COO of the South African Investment business and most recently in the UK as the COO of global Asset Management. Meagen is a qualified Chartered Accountant and previously held various operational, audit, risk and IT control roles within JP Morgan, Goldman Sachs and KPMG.

My session title:

  • ROUNDTABLE DISCUSSION: The future of investment operations: Exploring and building the business case for new models and strategies to drive growth and innovation in a fee compressed world : 9:15 AM - 10:00 AM
Michael Germano

MICHAEL GERMANO

Chief Operating Officer & Head of North America, BNY Mellon

Michael joined BNY Mellon's Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Michael oversees investment operations, technology, projects, and investment management support and control. In his role, Michael is Chair of the NIM NIMNA Operating Committee. Michael also oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support profitable and sustainable business growth. Additionally, Michael is responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.

My session title:

  • ROUNDTABLE DISCUSSION: The future of investment operations: Exploring and building the business case for new models and strategies to drive growth and innovation in a fee compressed world : 9:15 AM - 10:00 AM
Niall O’Toole

NIALL O’TOOLE

Associate Director, Digital Transformation , InfraRed Capital Partners

My session title:

  • ROUNDTABLE DISCUSSION: The importance of developing robust frameworks to mitigate risk: regulation, technology, business continuity planning, collaboration and communication. : 3:30 PM - 4:15 PM
Rodney Hutchinson

RODNEY HUTCHINSON

Director of Strategy & IT Transformation, M&G Investments

My session title:

  • KEYNOTE PRESENTATION: Driving Growth and Efficiency in Asset Management: A Strategic Approach to IT Transformation : 2:05 PM - 2:35 PM
Tim Harris

TIM HARRIS

Head Of Operations London, LGPS CIV

My session title:

  • ROUNDTABLE DISCUSSION: The future of investment operations: Exploring and building the business case for new models and strategies to drive growth and innovation in a fee compressed world : 9:15 AM - 10:00 AM

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