• 5

    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 asset owners, the Fund Operator Summit | Europe 2021 brought together the community of operations and data management professionals to discuss and debate the future of operations by assessing the changing role of technology in the fund management industry.

RECEIVE THE 2021 SUMMIT VIDEO CONTENT

2021 SPEAKERS

SEE ALL SPEAKERS

2021 SPEAKERS

SEE ALL SPEAKERS

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 - 08:15

WEDNESDAY 17TH NOVEMBER

08:15 - 09:10

BREAKFAST AND NETWORKING

09:10 - 09:20

CHAIRMAN'S WELCOMING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:05

KEYNOTE PRESENTATION: The next frontier for ESG: biodiversity and its critical role in sustainable investment opportunities

  • Elizabeth Gillam

    Head of EU Government Relations and Public Policy

    Invesco

10:05 - 10:50

PANEL DEBATE: Building your team and your operational infrastructure: when to outsource and when to develop inhouse operational efficiency?

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Arne Martin Moen

    Global Chief Operating Officer

    Storebrand Asset Management

  • Martha Fee

    Chief Operating Officer EMEA & APAC

    Northern Trust Asset Management

  • Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • Marc Russell-Jones

    Managing Director, Sales

    Broadridge

10:50 - 11:20

KEYNOTE PRESENTATION: From eCommerce to Clean Tech: how to drive sustainability through innovation, critical thinking and connecting people

  • Teuta Oruci

    Chief Operating Officer

    Muse Finance

11:20 - 11:35

MORNING REFRESHMENTS & NETWORKING

11:35 - 12:15

FIRESIDE CHAT: Reflections of a liquidity crisis: the future of operational due diligence, the role of advisors and administrators

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Cliff Weight

    Director

    ShareSoc, The UK Shareholders Society

12:15 - 13:00

PANEL DEBATE: AI, machine learning and blockchain: assessing current user uptake, objectives, and likely industry adoption

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Nicolas Steiner

    Director of Innovation EMEA

    Invesco

  • Bharat Pathiavadi

    Chief Operating Officer

    The Centre for Strategic Cyberspace & International Studies

  • Thomas Chevalier

    European Director of Temenos Multifunds

    Temenos

  • Alex Houseman

    Head of Architecture, Investments, Finance and Corporate Functions

    M&G

13:00 - 13:50

LUNCH

13:50 - 14:30

FIRESIDE CHAT: Data silos as a cause of operational inefficiency: How to overcome the challenge and create an innovative and adaptable data strategy for business needs

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Christina Schack

    Head of Investment Data, Performance Measurement & Reporting

    Bank Vontobel AG

14:30 - 15:00

KEYNOTE PRESENTATION: The Journey to tomorrow’s buy side operating model: the opportunities and challenges facing operations teams



  • Ben Smith

    EMEA Head of Tier 1 Buyside Group

    Bloomberg LP

15:00 - 15:45

PANEL DEBATE: How to use data effectively: balancing the desire for more data whilst minimising the operational risk

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Emma Cullen

    Chief Operating Officer

    Fiera Real Estate

  • Mario De Bergolis

    Chief Operating Officer

    Asset Management One International

  • Emma-Jayne Wood

    Data Management Sales Specialist

    Simcorp

  • Chris Searle

    Head of Business Applications

    FINBOURNE Technology

15:45 - 16:00

AFTERNOON REFRESHMENTS & NETWORKING

16:00 - 16:40

FIRESIDE CHAT: Strategic opportunities and challenges for asset management operations: Reflecting on 20-years of change

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Vikramaaditya

    Former Chief Transformation and Administration Officer

    HSBC Asset Management

16:40 - 17:20

KEYNOTE PRESENTATION: How will the UK economy recover post-COVID 19: What are opportunities and risks to growth as we move forward

  • Frances Haque

    Chief Economist

    Santander

17:20 - 19:00

EVENING DRINKS & NETWORKING

Following the first day of packed content and learning opportunities, the audience will have the opportunity to relax to an evening drinks reception complete with a drink of wine, beer, mocktails, and soft drinks along with a selection of canapes and musical entertainment.

08:00 - 08:00

THURSDAY 18TH NOVEMBER

08:00 - 09:10

BREAKFAST AND NETWORKING TIME

09:10 - 09:20

CHAIRMAN'S OPENING ADDRESS

  • Noel Hillmann

    CEO

    Clear Path Analysis

09:20 - 10:00

SPECIAL KEYNOTE PRESENTATION: Scenario modelling in a post pandemic world: inflation expectations and duration, human resources and capital, and thoughts on supply chain crises

  • James Sproule

    Chief Economist

    Handelsbanken UK

10:00 - 10:45

PANEL DEBATE: Risk management and increasing regulation: changes in recent years to private debt and equity investments

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Glenn Murphy

    Chief Operating Officer

    Multrees Investor Services

  • Balwinder Nanray

    Policy and Implementation Senior Manager, Chief Operating Office

    HSBC

  • Tessa Mann

    Global Equity Portfolio Strategist

    Willis Towers Watson

  • Archie Beeching

    Director of Responsible Investing

    Muzinich & Co

10:45 - 11:10

KEYNOTE PRESENTATION: How to remain relevant throughout changing investor preferences and customer experiences in fund operations

  • Mike Tumilty

    Global Chief Operating Officer

    abrdn

11:10 - 11:30

MORNING REFRESHMENTS & NETWORKING

11:30 - 12:05

TALKING TABLE WORKSHOPS

Our Talking Tables Workshops form a unique part of our summits and give investment operation group representatives the opportunity to engage with one another on subjects they’ve put forward in pre-event research.

STREAM 1 : 11:30 - 12:05

‘Hard to Value’ Assets: The challenges and the solutions

  • Paul Roberts

    Managing Director, EMEA

    Milestone Group

  • Phil Davies

    Chief Technology Officer

    Milestone Group

STREAM 2 : 11:30 - 12:05

Everything as a Service: The next Gen Operating Model

  • Jaki Walsh

    Offer Line Manager, Accounting & Operations

    SimCorp

  • Alan Copping

    Market Specialist Lead

    SimCorp

STREAM 3 : 11:30 - 12:05

Building the back-office of the future

  • Michael Galvin

    Senior Manager - Product Management

    Linedata

STREAM 4 : 11:30 - 12:05

Turn Post Trade processing from a cost centre to a competitive advantage

  • Mehdi Ouidani

    Buyside OMS Specialist

    Bloomberg LP

STREAM 5 : 11:30 - 12:05

Unlocking Identity: a better approach to network discovery & workflow

  • Ece Hanci

    Senior Account Manager

    Symphony

  • Elena Parigi

    Director of Operations Workflows, EMEA

    Symphony

STREAM 6 : 11:30 - 12:05

Preparing the Organisation or Expansion into Private Markets

  • Mark Weller

    Managing Director of Asset Management Solutions

    Broadridge

STREAM 8 : 00:00 - 00:00
12:05 - 12:40

ТАLKING TABLE WORKSHOPS

Our Talking Tables Workshops form a unique part of our summits and give investment operation group representatives the opportunity to engage with one another on subjects they’ve put forward in pre-event research.

STREAM 1 : 12:05 - 12:40

‘Hard to Value’ Assets: The challenges and the solutions

  • Paul Roberts

    Managing Director, EMEA

    Milestone Group

  • Phil Davies

    Chief Technology Officer

    Milestone Group

STREAM 2 : 12:05 - 12:40

Everything as a Service: The next Gen Operating Model

  • Jaki Walsh

    Offer Line Manager, Accounting & Operations

    SimCorp

  • Alan Copping

    Market Specialist Lead

    SimCorp

STREAM 3 : 12:05 - 12:40

Building the back-office of the future

  • Michael Galvin

    Senior Manager - Product Management

    Linedata

STREAM 4 : 12:05 - 12:40

Turn Post Trade processing from a cost centre to a competitive advantage

  • Mehdi Ouidani

    Buyside OMS Specialist

    Bloomberg LP

STREAM 5 : 12:05 - 12:40

Unlocking Identity: a better approach to network discovery & workflow

  • Ece Hanci

    Senior Account Manager

    Symphony

  • Elena Parigi

    Director of Operations Workflows, EMEA

    Symphony

STREAM 6 : 12:05 - 12:40

Preparing the Organisation for Expansion into Private Markets

  • Mark Weller

    Managing Director of Asset Management Solutions

    Broadridge

STREAM 8 : 00:00 - 00:00
12:40 - 13:15

TALKING TABLE WORKSHOPS

Our Talking Tables Workshops form a unique part of our summits and give investment operation group representatives the opportunity to engage with one another on subjects they’ve put forward in pre-event research.

STREAM 1 : 12:40 - 13:15

‘Hard to Value’ Assets: The challenges and the solutions

  • Paul Roberts

    Managing Director, EMEA

    Milestone Group

  • Phil Davies

    Chief Technology Officer

    Milestone Group

STREAM 2 : 12:40 - 13:15

Everything as a Service: The next Gen Operating Model

  • Jaki Walsh

    Offer Line Manager, Accounting & Operations

    SimCorp

  • Alan Copping

    Market Specialist Lead

    SimCorp

STREAM 3 : 12:40 - 13:15

Building the back-office of the future

  • Michael Galvin

    Senior Manager - Product Management

    Linedata

STREAM 4 : 12:40 - 13:15

Turn Post Trade processing from a cost centre to a competitive advantage

  • Mehdi Ouidani

    Buyside OMS Specialist

    Bloomberg LP

STREAM 5 : 12:40 - 13:15

Unlocking Identity: a better approach to network discovery & workflow

  • Elena Parigi

    Director of Operations Workflows, EMEA

    Symphony

  • Ece Hanci

    Senior Account Manager

    Symphony

STREAM 6 : 12:40 - 13:15

Preparing the Organisation for Expansion into Private Markets

 

 

 

  • Mark Weller

    Managing Director of Asset Management Solutions

    Broadridge

STREAM 8 : 00:00 - 00:00
13:15 - 14:05

NETWORKING LUNCH

14:05 - 14:10

STREAM OPENING REMARKS

STREAM 1 : 14:05 - 14:10

Simcorp Opening Remarks

STREAM 2 : 14:05 - 14:10

Northern Trust Opening Remarks

STREAM 3 : 14:05 - 14:10

Noel Hillmann’s Opening Remarks

14:10 - 14:35

STREAM KEYNOTE PRESENTATIONS

STREAM 1 : 14:10 - 14:35

KEYNOTE PRESENTATION: Data Science and Operations: Is your organisation failing the data integrity test?

  • Neil Vernon

    CTO

    Gresham Technologies Plc

STREAM 2 : 14:10 - 14:35

CASE STUDY PRESENTATION: A guide to an effective ESG framework: using data analytics and real-world impact

  • Simba Mamboininga

    Co-Founder & Managing partner

    Devlin Mambo LLP

STREAM 3 : 14:10 - 14:35

KEYNOTE PRESENTATION: Understanding your organisational needs: How best to service your multinational clients

  • James Alexander

    Director of Investment Management and Wealth

    Deloitte

14:35 - 15:00

STREAM KEYNOTE PRESENTATIONS

STREAM 1 : 14:35 - 15:00

KEYNOTE PRESENTATION: Implementing a robust data management strategy to meet business and regulatory needs

  • Mary-Patricia Hall

    Head of the Data Management Office

    Ruffer Investment LLP

STREAM 2 : 14:35 - 15:00

KEYNOTE PRESENTATION: Turning Data into Gold: How technology and data help your investment decisions

  • Kate Webber

    Lead Product Manager, Global Fund Services

    Northern Trust

STREAM 3 : 14:35 - 15:00

KEYNOTE PRESENTATION: ESG Integration into investment frameworks and use of data in decision making

  • Cléo Fitzsimons

    Head of Responsible Investing

    The Pension Insurance Corporation

  • Sathish Umapathy

    Portfolio Manager

    The Pension Insurance Corporation

15:00 - 15:45

STREAM PANEL DEBATES

STREAM 1 : 15:00 - 15:45

PANEL DEBATE: Front-to-Back operations: using Fintech to improve investment frameworks

  • Sara Benwell

    Editor

    Insurance-Investor.com & FundOperator.com

  • Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Mark Gillan

    Head of Operations

    AJBell

  • Matthew Baldwin

    Global Head of Sales

    Financial Risk Solutions

STREAM 2 : 15:00 - 15:45

HEAD-TO-HEAD DEBATE: Global regulatory reporting: Exploring and mitigating the complexities of climate-related and tech revolutionised reporting

  • Pooja Fricke

    Responsible Investment Director

    Man Group

  • Graeme Devlin

    Co-founder

    Devlin Mambo

  • David Crawford

    Co-Head of Institutional and Wholesale Distribution UK

    Nordea

  • Ebbe Filt

    Subject Matter Expert

    FundApps

STREAM 3 : 15:00 - 15:45

PANEL DEBATE: Navigating challenges and seizing opportunities: how to effectively drive regional strategy and ensure client engagement

  • Katharine Morris

    Senior Vice President, head of business development – Global Fund Services, UK

    Northern Trust

  • Stephen Millar

    VP, Head of EMEA

    Baron Capital Management

  • Bruce Simpson

    Head of Distribution

    Sanlam Investments UK

  • Michelle Sartorio

    Global Head of Marketing and Communications

    Savills Investment Management

15:45 - 16:00

EXHIBITION AND NETWORKING ROOM

16:00 - 16:35

KEYNOTE PRESENTATION: Looking to the future of the asset management industry: the regulatory response to misconduct and a clarification on liquidity profiles

  • Nick Miller

    Head of Asset Management, Wholesale Supervision

    The Financial Conduct Authority

16:35 - 17:15

SPECIAL GUEST KEYNOTE PRESENTATION: Post-Covid recovery and looking towards the future: the fiscal challenges policy makers will face and how the financial industry must evolve

  • Neil Shearing

    Group Chief Economist at Capital Economics, Associate Fellow of the Global Economy and Finance Programme

    Chatham House

17:15 - 17:15

END OF CONFERENCE

MARKET INSIGHT & INTELLIGENCE

 

image not found
REPORT

Fund Technology, Data & Operations, Europe 2021

PUBLISHED
18 January 2021

Details
image not found
REPORT

Fund Technology Data & Operations, North America 2020

PUBLISHED
14 September 2020

Details
image not found
REPORT

The New Operating Environment: People, Processes, and Technology

PUBLISHED
21 July 2020

Details
image not found
REPORT

Operational Resilience for Buy-Side Investors 2020

PUBLISHED
01 July 2020

Details

GET IN TOUCH TODAY

 

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

TESS COLEMAN

Operations Manager

tesscoleman@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

CONTENT ENQUIRIES

SARAH COOLICAN

Content Producer

sarahcoolican@clearpathanalysis.com