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.

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 owners’ 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

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

Chief Operating Officer EMEA

Nikko Asset Management Group
STEPHEN MILLAR

VP, Head Of EMEA

Baron Capital Management
Kate McClellan

Chief Operating Officer

Aviva Investors
Stuart Medlen

Managing Director, Head of Operations

Alcentra
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

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

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

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

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

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

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

former Global Head of Client Experience

abrdn
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

3:45 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

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, 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.

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

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

● Finance: financing, financial risks ● Tech & Data: doing, the talent, the day-to-day running (application) ● Legal: law, regulation, reporting, oversight

Erik Vynckier

Non Executive Member Director

Foresters Friendly Society
Angus Milne

Director Risk & Compliance

TCI Fund Management
Mario De Bergolis

Chief Operating Officer

Asset Management One International

11:15 AM - 11:45 AM

MORNING REFRESHMENTS & NETWORKING

11:45 AM - 11:50 AM

FUND FINANCE FORUM: Chairperson's Opening Remarks

11:50 AM - 12:20 PM

FUND FINANCE FORUM: Keynote Presentation: Sustainability/ESG related disclosure requirements – what this means for Finance teams

Roger van Poortvliet

Global Head of Finance

Impax Asset

12:20 PM - 1:05 PM

FUND FINANCE FORUM: Roundtable Discussion: How can fund operators improve operational expenditures, and how can they remain competitive in the current climate

Marcela Siddall

Chief Financial Officer

Unbound
Peri Simpson

Finance Manager & Company Secretary

Seilern Investment Management
Mohsin Qadir

Corporate Assets Lead, Fund Finance & Operations

Intermediate Capital

11:45 AM - 11:50 AM

FUND TECHNOLOGY & DATA FORUM: Chairperson's Opening Remarks

11:50 AM - 12:20 PM

FUND TECHNOLOGY & DATA FORUM: keynote Presentation: Fund management as a data driven business - creating an established framework and culture where data is prized and effectively utilised to make decisions across an organisation

Christina Schack

Head Of Investment Data, Performance Measurement & Reporting

Bank Vontobel AG

12:20 PM - 1:05 PM

FUND TECHNOLOGY & DATA FORUM: Roundtable Discussion: How can fund operators accelerate trusted cloud adoption?

Colin Gibson

Senior Advisor / Regional Advocate

EDM Council
Balaji Gopalan

Principal Solutions Architect

AWS
Mark Tomlinson

Principal Architect

Google
Effie Kilmer

Chief Data Officer Engagement Lead

Microsoft
Kevin Annund

Executive Partner EMEA

IBM

11:45 AM - 11:50 AM

FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Chairperson's Opening Remarks

11:50 AM - 12:20 PM

FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Keynote Presentation: Navigating the rapidly evolving ESG regulatory landscape: impacts, implications, and strategic considerations for fund compliance and regulatory teams

Michael Collins

Director Government Affairs

M&G

12:20 PM - 1:05 PM

FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Head to Head: Is the adoption of crypto currency and blockchain inevitable and how can firms prepare for the expected regulation and compliance ramifications?

Nic Basson

Chief Operating Officer

Old Street Digital
Christophe Sailland

Chief Executive Officer

Helford Capital Partners

1:05 PM - 2:00 PM

NETWORKING LUNCH

2:00 PM - 2:30 PM

FUND FINANCE FORUM: Keynote Presentation: Harnessing the potential of digital and data transformation to empower fund finance teams to drive improved performance insight and enable decision making

Nicola Carney

Senior Manager, Technology Consulting, Wealth & Asset Management

EY

2:30 PM - 2:55 PM

FUND FINANCE FORUM: Keynote Presentation: TBC

2:55 PM - 3:30 PM

FUND FINANCE FORUM: Roundtable Discussion: Bridging the skills shortage gap: what are the emerging skill sets in fund finance, technology, and data that will drive value-add for optimal outcomes?

Frank Carr

Director

Financial Risk Solutions
Alan Hobbs

Transformation Lead

Legal & General Investment Management
Nigel Hellewell

Chief Operating Officer

Equitile Investments
Mary Hall

Data Governance & Reporting Manager

Ruffer
Aria Goudarzi

Head of Strategic Analytics & Data

Nikko Asset Management

2:00 PM - 2:30 PM

FUND TECHNOLOGY & DATA FORUM: Keynote Presentation: How technology can drive value in the asset management landscape - the role of Artificial Intelligence and advanced analytics

Dimitri Tsopanakos

Partner - Head of Investment Management Data Analytics

Deloitte

2:30 PM - 3:55 PM

FUND TECHNOLOGY & DATA FORUM: Keynote Presentation: TBC

2:55 PM - 3:30 PM

FUND TECHNOLOGY FORUM: Roundtable Discussion: Bridging the skills shortage gap: what are the emerging skill sets in fund finance, technology, and data that will drive value-add for optimal outcomes?

Frank Carr

Director

Financial Risk Solutions
Alan Hobbs

Transformation Lead

Legal & General Investment Management
Nigel Hellewell

Chief Operating Officer

Equitile Investments
Mary Hall

Data Governance & Reporting Manager

Ruffer
Aria Goudarzi

Head of Strategic Analytics & Data

Nikko Asset Management

2:00 PM - 2:30 PM

FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Keynote Presentation: The Princess and the Pea: Digitalising the AML/KYC process in the investment management industry

Pierre-Yves Rahari

Partner

AlgoMe Consulting

2:30 PM - 2:55 PM

FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Keynote Presentation: Taking Britain Back? The impact of HM Treasury's Future Regulatory Framework (FRF) Review on the City and its relationship with the EU

2:55 PM - 3:30 PM

FUND LEGAL, COMPLIANCE & REGULATORY FORUM: Roundtable Discussion: The benefits and challenges of digital transformation and the automation of regulatory reporting

Antoine Sineau

Head Of Compliance

Nordea Investment Funds S.A.
James Witt

Chief Legal Officer EMEA

PineBridge Investments
Rich Morris

Director Legal & Compliance

Ontario Municipal Employees' Retirement System

3:30 PM - 3:30 PM

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

Nuala Walsh

Chief Executive Officer

MindEquity

9:50 AM - 10:35 AM

ROUNDTABLE DISCUSSION: Monitoring remote performance, evaluating employee output, and understanding efficiency without micromanaging: the meaning behind the metrics

Lorraine Taylor

Chief People & Culture Officer

Local Pensions Partnership Investments
Nicole Walcott

Director HR Business Partner

PGIM Real Estate
Jeff Jones

Head of Talent

Insight Investment

10:35 AM - 11:20 AM

KEYNOTE PRESENTATION: How can fund groups generate meaningful and impactful inclusion initiatives?

Matt Cameron

Global Managing Director

LGBT Great

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

Deon Pillay

Head of Marketing Operations & Co-Chair of LEGIT

Legal & General Investment Management
Sarah Maynard

Global Head, External Diversity, Equity, & Inclusion

CFA Institute
Sarah Kaiser

Head of Employee Experience

Fidelity International
Tendai Bwanya

Partner - Investment Management Governance, Risk and Controls

Deloitte

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?

Natasha Lee

Chief of Staff to Chief Executive Officer

Terra Firma
Jan Atkinson

Group Talent & Capability Director

Royal London
Rupert Naylor

Chief of Staff & Head of Investor Relations

Aristata Capital

1:20 PM - 1:25 PM

CLOSING REMARKS AND END OF SEMINAR

"Well organised and managed - I particularly enjoyed the time limited networking sessions. As always good content and excellent presenters."

NIGEL HELLEWELL

COO and Director

Equitile Investments

"We have worked with Clear Path Analysis on a number of occasions over the last few years and find the events well organised, well attended and a great fit for what we are trying to achieve here at Watson Wheatley. We look forward to the upcoming Fund Management Operations Summit and will no doubt be continue to work with Noel, Jenna and the team for future events.”

TOM WHEATLEY

Chief Operating Officer

Watson Wheatley