2023 AGENDA

Andrew Putwain is the Managing Editor of Clear Path Analysis’s two market website Insurance-Investor.com and FundOperator.com. He joined the company in early 2022, and prior to that was an oil market journalist for I.C.I.S, part of Lexis Nexis Risk Solutions Group, focusing on the Middle Eastern/North Africa and CIS regions. Other previous roles include Editor at Reactions, part of Euromoney, and on the editorial team at Axco Insurance Information Services. He has also had positions at NS Media, HennikGroup, The Institute of Civil Engineers Publishing and ESG Investor

Meagen Burnett joined Schroders in January 2023 as the Group Chief Operating Officer (COO), responsible for groupwide operations, technology, workplace solutions and change delivery 

Prior to Schroders, Meagen spent 11 years within M&G plc (previously Prudential plc), initially as the COO of the South African Investment business and the final 3 years as COO, Asset Management  

Meagen is a qualified Chartered Accountant and previously held various operational, audit, risk and IT control roles within JP Morgan, Goldman Sachs and KPMG

Igor Bosnjak is Global Head of Data and Investment Operations. Based in London, he oversees the firm’s data investment operations across all regions for Russell Investments funds and separate accounts. He was promoted to this role in January 2023.

Michael joined BNY Mellon's Corporate Development team in 2007, where he was responsible for mergers and acquisitions. In 2013, he relocated to Hong Kong to become the Investment Management Chief Financial Officer for the APAC region. In 2016, Michael moved to London to head the International Strategy Group for Investment Management.

Prior to joining Newton following the integration of Mellon Investments Corporation’s equity and multi-asset capabilities into the Newton Investment Management Group, Michael was Chief Executive Officer of Active Management, Chief Operating Officer and Head of Strategy at Mellon Investments Corporation (a BNY Mellon group company).

Michael oversees investment operations, technology, projects, and investment management support and control. In his role, Michael is Chair of the NIM NIMNA Operating Committee. Michael also oversees Newton’s business in North America, working effectively with the executive management team to ensure North American priorities are represented and strategies support profitable and sustainable business growth. Additionally, Michael is responsible for building the Newton brand within North America by managing and developing a cohesive global team and retaining top-tier talent.

John Allan, Head of Innovation and Operations Unit, the Investment Association

John is responsible for the Innovation and Operations Unit which aims to build the industry’s innovation capacity through IA policy development on technological change, DLT, crypto and AI, as well as promoting fund modernisation and supporting firms on operational policy including resiliency. John is also a fixed member of the FCA’s Innovation Advisory Group bringing the regulator’s attention to key issues impacting the investment sector and fintech.

The Investment Association is the trade body and industry voice for UK investment managers. We champion the investment management industry, which plays a major role in the UK and global economy and helps millions of individuals and families achieve their life goals by helping grow their investments.

Rodney is Director of Strategy & IT Transformation at M&G and has over 20 years experience in the asset management industry as an advisor and leader of strategic change, driving a broad spectrum of initiatives throughout his career including strategic growth, target operating models, cost transformation, merger integration, organisation and process design and large scale systems implementations. He is focussed on the future and the key trends that will impact the asset management industry and enable the firm to innovate, remain competitive in a changing and uncertain environment and continue to deliver the best outcomes for clients.

Arun Kelshiker was the former Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank and a senior portfolio manager and country Chief Investment Officer with Allianz Global Investors / Allianz Group. He brings close to twenty years of multi-asset & ESG career experience, having managed institutional assets and provided investment advisory with leading international asset managers and banks. In his role as the Head of Asset Allocation and Portfolio Strategy at Standard Chartered Bank, he provided investment advice and best of breed fund solutions for clients. He was part of Standard Chartered’s Global Investment Committee, and the author and responsible for multi-asset and alternatives within Standard Chartered global publications for several years. He also delivered the bank's roboadvisory & digital investment advisory solutions.

Andrew Putwain is the Managing Editor of Clear Path Analysis’s two market website Insurance-Investor.com and FundOperator.com. He joined the company in early 2022, and prior to that was an oil market journalist for I.C.I.S, part of Lexis Nexis Risk Solutions Group, focusing on the Middle Eastern/North Africa and CIS regions. Other previous roles include Editor at Reactions, part of Euromoney, and on the editorial team at Axco Insurance Information Services. He has also had positions at NS Media, HennikGroup, The Institute of Civil Engineers Publishing and ESG Investor

Brian Digney joined the SBAI in March 2023 in the role of Research and Content Director. He is responsible for content development and co-ordination of the ongoing and future working groups on a wide variety of topics, including valuation of private assets, ESG & carbon footprinting, governance, insurance linked strategies, digital assets, asset management regulation and compliance as well as new topics to be determined in the future.

Prior to joining the SBAI, Brian was the Head of Due Diligence & Governance Oversight at Innocap Global Investment Management (Ireland) Ltd (2018-2023) in Dublin, a subsidiary of Innocap Investment Management Inc., a US$50bn hedge fund platform. He acted as Designated Person for Operational Risk Management, a regulated role by the Central Bank of Ireland. He also sat on Innocap’s Irish Risk Oversight and Valuation Committees. In 2017, Brian joined Albourne Partners in London as a Senior Operational Due Diligence Analyst. From 2015 to 2017 he was employed as an Operational Due Diligence Analyst at Mercer Sentinel in London. From 2010 to 2015 he held various Associate level roles at Decura LLP, Morgan Stanley and Citi.

Brian holds an LLB Hons in Law with Criminology and an M.Sc. in Management and Corporate Governance from University of Ulster. Brian is a Chartered Alternative Investment Analyst.

Matthew Giordmaina has worked in Asset Management Operations for over 15 years, and managed various teams for over 10 years.  He has previously worked at Schroders, Jupiter Asset Management, Pictet Asset Management, and his current role with Man Group is Global Head of Reconciliations, Investment Operations.  Matthew has been a contributor to global process improvements, with successive experiences delivering change to operational set-up and policies, processes, systems, and technology.  Matthew is particularly passionate about maximising opportunities for collaboration and communication, with various initiatives implemented across his previous firms.

Niall leads InfraRed’s Digital Transformation Team.

He is primarily responsible for advancing process improvements and efficiencies that add value across InfraRed’s business functions. Niall helped form the Digital Transformation team in 2016 and draws on his previous experience as a senior accountant at InfraRed focusing on financial reporting and management to drive innovation across the business.

Prior to joining InfraRed in 2011, Niall worked as a Fund Accountant for AXA Investment Managers, Real Estate. He is also a member of the Chartered Institute of Management Accountants (CIMA) and holds a degree in Information Management Systems from the University of Essex.

Darryl joined SSGA in June 2014 and is responsible for evaluating the impact of and overseeing major regulatory initiatives for SSGA’s European operations. He also sits on a number of industry working groups. Prior to joining SSGA, he held a similar role at Insight Investment. He has over 20 years’ professional experience, including product development and fund administration positions at PIMCO and Barclays Global Investors. He trained as chartered accountant with PriceWaterhouseCoopers.

Dr. Martin Goodson, CEO & Chief Scientist at Evolution AI, leads a renowned data extraction firm. With a background as a scientific researcher at the University of Oxford, Martin has been at the forefront of AI research. He leads the London Machine Learning Meetup, the largest community of AI experts in Europe.