• 6

    years 

  • 200 +

    operationalprofessionalsinvolved

  • 45

    Contentsessions

  • 2

    daysof premiumcontent

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.

 

REGISTER TO ATTEND THE 2022 SUMMIT IN-PERSON


KEY BENEFITS OF ATTENDING IN-PERSON

BENEFIT 1
PREMIUM NETWORKING OPPORTUNITIES :

 

Connect with your peers and learn from like-minded industry professionals. We adhere to a strict majority of asset management group professionals in attendance to ensure a focus throughout on buy-side group interests.

BENEFIT 2
OPERATIONS FOCUS :

 

The Fund Operator Summit | Europe 2022 has been designed as the annual gathering to discuss and debate the future of operations by assessing the changing role of technology in the fund management industry.

BENEFIT 3
INTERACTIVE AGENDA :

 

A multi-stream and research-led agenda featuring insightful keynote presentations, thought-provoking panel debates and engaging workshop sessions, debating the most prominent topics and issues faced by chief operating officers & data management professionals today.

BENEFIT 4
COLLABORATIVE WORKSHOPS :

 

Our unique Talking Table Workshops provide participants the opportunity to attend selected sessions, providing greater choice on subjects through which to interact with peers.

BENEFIT 5
LEARN FROM INDUSTRY PIONEERS :

 

Your chance to explore the latest industry trends alongside the biggest names in the industry. Hear more about their perspectives and experiences, and have your questions answered.

INDUSTRY PROFESSIONALS IN ATTENDANCE

Chief Operating Officers
Managing Partners & Directors
Heads of Business Strategy
Chief Technology Officers
Chief Risk Officers
Heads of Data and Information
Heads of Operational Risk
Finance Directors
Chief Compliance Officers
Heads of Change or Project Delivery

Agenda

08:15 - 19:00

TUESDAY 15TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION: Reacting to changing demographics and culture shifts in the funds industry – fragmented workforces, an expectation of social working factors at the core, and the demise of fully manual tasks

10:00 - 10:45

ROUNDTABLE DISCUSSION: Drivers for change – fee pressures, changing investor appetite, and the need for operating model evolution

  • Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • Stephen Millar

    VP, Head of EMEA

    Baron Capital Management

10:45 - 11:15

KEYNOTE PRESENTATION: TBC

11:15 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 13:10

TALKING TABLE WORKSHOPS

13:10 - 14:00

LUNCH

14:00 - 15:40

STREAM 1: OPERATIONAL TRANSFORMATION

STREAM 2 : 14:05 - 14:30

Digitising the business and extracting manual everywhere – examining integrated business processes between internal, external parties, and clients

  • Meagen Burnett

    Chief Operating Officer

    M&G Investments

STREAM 3 : 14:30 - 14:55

Outsourcing 3.0 and the rewriting of the fund operational model: focus on winning market share, focus on core competencies, and cost efficiencies

STREAM 4 : 14:55 - 15:40

Exploring the business case between many, best of breed solutions versus simplified, all in one systems and approaches

  • David Pellow

    Director Global Provider Strategy

    Blackrock

  • Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Stuart Gunderson

    Chief Operating Officer

    Seilern Investment Management

14:00 - 15:40

STREAM 2: CLIENT AT THE CORE OF OPERATIONS

STREAM 2 : 14:05 - 14:30

Enhanced client operations- designing a market leading operational reporting strategy, process, and working model to win market share

  • Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

STREAM 3 : 14:30 - 14:55

Brexit - setting up subsidiaries in EU financial hubs to continue to serve EU clients

STREAM 4 : 14:55 - 15:40

Improving operational ‘experience’ to add value to the client and stakeholder relationship for improved retention, speed of service, and profitability

  • Mark Gillan

    Head of Operations

    AJBell

  • Robert Corbally

    Chief Operating Officer

    Variety Capital

  • Matt Gould

    Head of Transition & Fund Admin

    Federated Hermes

15:40 - 15:55

AFTERNOON REFRESHMENTS & NETWORKING

15:55 - 16:25

KEYNOTE ADDRESS: Key technology challenges facing asset owners – supporting risk and research and with good data and scalable cloud computing

  • Kevin Samborn

    CTO

    BT Pension Scheme Management

16:25 - 17:05

KEYNOTE ADDRESS:  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

17:05 - 19:00

EVENING DRINKS & NETWORKING

Delegates will join us for an evening drinks reception with canapes, to extend the networking time for all participants and end the conference further building those all-important industry networks.

08:15 - 15:45

16TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING TIME

09:10 - 09:20

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

KEYNOTE PRESENTATION:  Introducing agile operational, financial, and business management and simplifying the route to meeting organisational goals

10:00 - 10:45

KEYNOTE PRESENTATION:  TBC

10:45 - 11:30

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 Milnes

    Director Risk & Compliance

    TCI Fund Management

  • Mario De Bergolis

    Chief Operating Officer

    Asset Management One International

11:30 - 11:45

MORNING REFRESHMENTS & NETWORKING

11:45 - 13:20

FUND FINANCE FORUM

STREAM 2 : 11:50 - 12:35

Scenario planning and policy: the always on mentality for fund launches, expansion, and market opportunity capture with the right financial management strategy

STREAM 3 : 12:35 - 13:20

What are the key ingredients to the formula for calculating and setting realistic return timeframes from operational capital expenditure?

11:45 - 13:20

FUND TECHNOLOGY & DATA FORUM

STREAM 2 : 11:50 - 12:35

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

STREAM 3 : 12:35 - 13:20

Accelerating Cloud Adoption through Cloud Data Management Capabilities Framework

  • Colin Gibson

    Senior Advisor / Regional Advocate

    EDM Council

11:45 - 13:20

FUND LEGAL, COMPLIANCE & REGULATORY FORUM

STREAM 2 : 11:50 - 12:35

Navigating the rapidly evolving ESG regulatory landscape: impacts, implications, and strategic considerations for fund compliance and regulatory teams 

  • Elizabeth Gillam

    Head of EU Government Relations and Public Policy

    Invesco

STREAM 3 : 12:35 - 13:20

Is the adoption of crypto currency and blockchain inevitable and how can firms prepare for the expected regulation and compliance ramifications?

  • Nick Basson

    COO

    Old Street Digital

13:20 - 14:15

NETWORKING LUNCH

14:15 - 15:45

FUND FINANCE FORUM 2

STREAM 1 : 14:15 - 14:40

Harnessing the potential of digital and data transformation to empower finance team to focus more time on core decision making tasks

STREAM 2 : 14:40 - 15:05

TBC

STREAM 3 : 14:40 - 15:45

Upskilling and prioritising value: what are the emerging skill sets in fund finance that will drive value-add for optimal outcomes?

  • Paul Hansen

    Group Chief Financial Officer

    Signet

  • Maqbool Mohamed

    CFO

    Clarion Partners Europe

14:15 - 15:45

FUND TECHNOLOGY & DATA FORUM 2

STREAM 1 : 14:15 - 14:40

How technology can drive value in the asset management landscape - the role of Robotic Process Automation (RPA), Artificial Intelligence (AI), blockchain, machine learning, and analytics

STREAM 2 : 14:40 - 15:05

TBC

STREAM 3 : 14:40 - 15:45

Bridging the skills shortage gap; Upskilling versus recruiting talent in fund technology and data management teams

  • Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • Nicolas Steiner

    Director of Innovation EMEA

    Invesco

14:15 - 15:45

FUND LEGAL, COMPLIANCE & REGULATORY FORUM 2

STREAM 1 : 14:15 - 14:40

Cyber security: IT Risk management, governance and compliance. Defining the protection strategies to ensure business information security

STREAM 2 : 14:40 - 15:05

Taking Britain back? The impact of HM Treasury’s Future Regulatory Framework (FRF) Review on the City and it’s relationship with the EU

  • Graham Hook

    Head of UK Government Relations and Public Policy

    Invesco

STREAM 3 : 15:05 - 15:45

The benefits and challenges of digital transformation in the legal department and the automation of regulatory reporting

  • Antoine Sineau

    Head of Compliance

    Nordea Investment Funds S.A.

15:45 - 00:00

END OF CONFERENCE

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Fund Operator Summit | North America 2022

EVENT DATE
18 MAY 2022

Details
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REPORT

Investing in Private Markets, Europe 2022

PUBLISHED
13 JUNE 2022

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REPORT

Fund Technology, Data & Operations, Europe 2022

PUBLISHED
31 JANUARY 2022

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REPORT

Fund Technology, Data & Operations, North America 2022

PUBLISHED
27 JUNE 2022

Details

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