Clear Path Analysis
Register to Attend

15-16 NOVEMBER 2022 | Park Plaza Victoria London, UK
17 NOVEMBER 2022 | Park Plaza Waterloo 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.

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

    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

    Davina Goodall-Smith

    Chief Operating Officer EMEA

    Nikko Asset Management Group

  • STEPHEN MILLAR

    STEPHEN MILLAR

    VP, Head Of EMEA

    Baron Capital Management

  • Kate McClellan

    Kate McClellan

    Chief Operating Officer

    Aviva Investors

  • Stuart Medlen

    Stuart Medlen

    Managing Director, Head of Operations

    Alcentra

  • Frank Glock

    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

    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
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

    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

    Chris Taylor

    Chief Operating Officer

    CG Asset Management

  • Nishil Patel

    Nishil Patel

    Chief Operating Officer

    Origin Asset Management

  • Stuart Gunderson

    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

    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

    Alasdair Kinloch

    former Global Head of Client Experience

    abrdn

  • Robert Corbally

    Robert Corbally

    Chief Operating Officer

    Variety Capital

  • Matt Gould

    Matt Gould

    Head Of Transition & Fund Admin

    Federated Hermes

  • Michelle Sartorio

    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

    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

    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

    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

    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 - 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

    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

    Marcela Siddall

    Chief Financial Officer

    Unbound

  • Peri Simpson

    Peri Simpson

    Finance Manager & Company Secretary

    Seilern Investment Management

  • Mohsin Qadir

    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

    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

    Colin Gibson

    Senior Advisor / Regional Advocate

    EDM Council

  • Balaji Gopalan

    Balaji Gopalan

    Principal Solutions Architect

    AWS

  • Mark Tomlinson

    Mark Tomlinson

    Principal Architect

    Google

  • Effie Kilmer

    Effie Kilmer

    Chief Data Officer Engagement Lead

    Microsoft

  • Kevin Annund

    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

    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

    Nic Basson

    Chief Operating Officer

    Old Street Digital

  • Christophe Sailland

    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

    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

    Frank Carr

    Director

    Financial Risk Solutions

  • Alan Hobbs

    Alan Hobbs

    Transformation Lead

    Legal & General Investment Management

  • Nigel Hellewell

    Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • Mary Hall

    Mary Hall

    Data Governance & Reporting Manager

    Ruffer

  • Aria Goudarzi

    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

    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

    Frank Carr

    Director

    Financial Risk Solutions

  • Alan Hobbs

    Alan Hobbs

    Transformation Lead

    Legal & General Investment Management

  • Nigel Hellewell

    Nigel Hellewell

    Chief Operating Officer

    Equitile Investments

  • Mary Hall

    Mary Hall

    Data Governance & Reporting Manager

    Ruffer

  • Aria Goudarzi

    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

    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

    Antoine Sineau

    Head Of Compliance

    Nordea Investment Funds S.A.

  • James Witt

    James Witt

    Chief Legal Officer EMEA

    PineBridge Investments

  • Rich Morris

    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

    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

    Lorraine Taylor

    Chief People & Culture Officer

    Local Pensions Partnership Investments

  • Nicole Walcott

    Nicole Walcott

    Director HR Business Partner

    PGIM Real Estate

  • Jeff Jones

    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

    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

    Deon Pillay

    Head of Marketing Operations & Co-Chair of LEGIT

    Legal & General Investment Management

  • Sarah Maynard

    Sarah Maynard

    Global Head, External Diversity, Equity, & Inclusion

    CFA Institute

  • Sarah Kaiser

    Sarah Kaiser

    Head of Employee Experience

    Fidelity International

  • Tendai Bwanya

    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

    Natasha Lee

    Chief of Staff to Chief Executive Officer

    Terra Firma

  • Jan Atkinson

    Jan Atkinson

    Group Talent & Capability Director

    Royal London

  • Rupert Naylor

    Rupert Naylor

    Chief of Staff & Head of Investor Relations

    Aristata Capital

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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