Clear Path Analysis
Register to Attend

15 - 17 NOVEMBER 2022 | Park Plaza Victoria London, UK

LIVE | EUROPE 2022

THE MEETING OF SENIOR OPERATIONAL LEADERS: EXPLORING CHANGE, IMPROVING PERFORMANCE

Event Information

The premium annual gathering for leaders in investment and fund operations from across the UK and continental Europe, to explore and debate the latest trends in operational strategy, technology, data, administration and compliance.

Designed with the input of operational and fund business leaders, the Fund Operator Summit | Europe 2022 brought together the community of operations, technology, data management, finance, and legal and compliance professionals to discuss and debate the future of the investment and fund operations industry through a mixed content format.

ONE SUMMIT. FOUR FORUMS.

KEY BENEFITS OF ATTENDING IN-PERSON

Benefit 1

In person networking : Meet like-minded professionals and industry innovators from across the North American ESG and sustainable investment sector, providing a fantastic opportunity to connect and engage with fellow asset owners and investment professionals.

Benefit 2

Emphasis on ESG : Come away from this specialist gathering with fresh ideas, having explored the impact that environmental, social and governance factors are currently and will increasingly have on institutional asset ownersā€™ investment portfolios and the third-party managers who serve them.

Benefit 3

Engage with industry experts : Have the chance to raise questions with our expert speakers during audience Q&A and designated networking breaks, as well as an opportunity to gain insight into the thoughts and aspirations of your peers.

Benefit 4

Focused agenda and prestige speakers : We examine and challenge the practical steps investment leaders of pension plans, insurers, and other institutional asset owners can take to boost returns and manage risk, through the appropriate use of ESG investment philosophy.

Benefit 5

Priority access to the bespoke report : Receive a free copy of the annual ESG Investing for Institutional Investors, 2022 report featuring further industry perspectives and ideas.

REGISTER TO ATTEND THE 2022 SUMMIT IN-PERSON

TUESDAY 15 NOVEMBER - OPERATIONS & STRATEGY

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

9:50 AM - 10:35 AM
ROUNDTABLE DISCUSSION: Drivers for change – fee pressures, changing investor appetite, and the need for operating model evolution

  • 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

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
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
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 - 3:45 PM
STREAM 1: OPERATIONAL TRANSFORMATION
  • MEAGEN BURNETT

    Chief Operating Officer

    M&G Investments

  • David Pellow

    Director Global Provider Strategy

    BlackRock

  • Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Stuart Gunderson

    Chief Operating Officer

    Seilern Investment Management

2:05 PM - 3:45 PM
STREAM 2: CLIENT AT THE CORE OF OPERATIONS
  • Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

  • MARK GILLAN

    Head Of Operations

    AJBell

  • MATT GOULD

    Head Of Transition & Fund Admin

    Federated Hermes

  • Robert Corbally

    Chief Operating Officer

    Variety Capital

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: TBC

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.

WEDNESDAY 16 NOVEMBER - TRENDS IN FINANCE, TECHNOLOGY, DATA & LEGAL

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

    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

  • Erik Vynckier

    Erik Vynckier

    Non Executive Member Director

    Foresters Friendly Society

  • Angus Milne

    Angus Milne

    Director Risk & Compliance

    TCI Fund Management

  • MARIO DE BERGOLIS

    MARIO DE BERGOLIS

    Chief Operating Officer

    Asset Management One International

11:15 AM - 11:45 AM
MORNING REFRESHMENTS & NETWORKING

11:45 AM - 1:05 PM
FUND FINANCE FORUM
11:45 AM - 1:05 PM
FUND TECHNOLOGY & DATA FORUM
  • Christina Schack

    Head Of Investment Data, Performance Measurement & Reporting

    Bank Vontobel AG

  • Colin Gibson

    Senior Advisor / Regional Advocate

    EDM Council

11:45 AM - 1:05 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM
  • Elizabeth Gillam

    Head Of EU Government Relations And Public Policy

    Invesco

  • NICK BASSON

    COO

    Old Street Digital

1:05 PM - 2:00 PM
NETWORKING LUNCH

2:00 PM - 3:30 PM
FUND FINANCE FORUM
  • PAUL HANSEN

    Group Chief Financial Officer

    Signet

  • MAQBOOL MOHAMED

    CFO

    Clarion Partners Europe

2:00 PM - 3:30 PM
FUND TECHNOLOGY & DATA FORUM
  • Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • NICOLAS STEINER

    Director Of Innovation EMEA

    Invesco

2:00 PM - 3:30 PM
FUND LEGAL, COMPLIANCE & REGULATORY FORUM
  • Antoine Sineau

    Head Of Compliance

    Nordea Investment Funds S.A.

3:30 PM - 12:00 AM
END OF CONFERENCE

THURSDAY 17 NOVEMBER - FUND HR, TALENT & INCLUSION FORUM

8:15 AM - 1:25 PM
DAY THREE: THURSDAY 17TH NOVEMBER

8:15 AM - 9:00 AM
BREAKFAST & NETWORKING

9:00 AM - 9:10 AM
CHAIRPERSON'S OPENING ADDRESS

9:10 AM - 9:50 AM
KEYNOTE PRESENTATION: The 'Great Resignation': How to retain and nurture existing employee talent in the current employment environment

9:50 AM - 10:35 AM
ROUNDTABLE DISCUSSION: Monitoring remote performance, evaluating employee output, and understanding efficiency without micromanaging: the meaning behind the metrics

10:35 AM - 11:20 AM
KEYNOTE PRESENTATION: How can fund groups generate meaningful and impactful inclusion initiatives?

11:20 AM - 11:40 AM
MORNING REFRESHMENTS & NETWORKING

11:40 AM - 12:05 PM
ROUNDTABLE DISCUSSION: Invigorating constructive dialogues - strategies to discussing diversity and equality issues to create an inclusive environment

12:05 PM - 12:40 PM
AUDIENCE POLLING SESSION: The journey for junior staff - how can fund groups best optimise training and support for new starters, as leadership increasingly favour remote working?

12:40 PM - 1:20 PM
ROUNDTABLE DISCUSSION: How can we address individual visibility in a remote working world - ensuring a balance between individual opportunities and meeting business needs?

1:20 PM - 1:25 PM
CLOSING REMARKS AND END OF SEMINAR

FUND TECHNOLOGY, DATA & OPERATIONS, EUROPE 2022

Report

FUND TECHNOLOGY, DATA & OPERATIONS, EUROPE 2022

PUBLISHED
31 January 2022

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