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 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

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

Chief Operating Officer EMEA

Nikko Asset Management Group
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

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

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

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

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 - 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

"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