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Gathering the leaders in Fund Management Operations across the traditional and alternatives space

The UK and continental European fund management sector has undergone a period of turbulence, driven by an increase in regulatory scrutiny and new legislation, a demand for justified fees, performance pressures, a growing appetite for alternatives and more diversified portfolios and increasing appetite for launching in emerging markets.

We’ve supported fund managers learning on each of these subjects and more, through 8 popular reports, focused on fund management operations, aimed at senior fund management professionals in general operations, technology and data/information, plus risk, compliance and regulatory roles.

Following on from these publications we are launching The Fund Management Operations Summit, a one-day forum for senior operations professionals to gather together in one place, to hear from leading figures in their industry and participate in break-out forums where they debate the challenges and opportunities they face, in a ‘closed-door’ environment.

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8:15 – 9:15 Breakfast and networking time in Exhibition and Refreshments room

9:15 – 9:25 Chairman’s opening address

9:25 – 10:05 Key note speaker: The FCA’s view on regulations affecting the traditional and alternative investment management sectors

Confirmed:

- Nick Miller, Head of Investment Management Supervision, Financial Conduct Authority

10:05 – 10:45 Panel debate: Developing current operating functions – identifying efficiency improvements; launching new traditional and alternative products, and enhancing client reporting

Moderator:

  • Journalist to be confirmed

Confirmed Panellists:

- Mike Tumility, Director of Operations, Standard Life Investments

- Richard Day, Chief Operating Officer, ML Capital

- Ian Lloyd, Head of Operations, TT International

- Gem Pushpaharan, Global Head of Operations, Allianz Global Investors

10:45 – 11:05 Networking break in Exhibition and Refreshments room

11:05 – 12:05 Workshop rounds 1 – 2*: see below for listing of available Workshop topics

12:05 – 12:45 Key note speaker: Operational alpha – future-proofing your operating model in a complex environment

Invited Speaker:

- Markus Ruetimann, Chief Executive Officer, Hardy London, former Group Chief Operations Officer, Schroders

12:45 – 13:45 Buffet Lunch in Exhibition and Refreshments room

13:45 – 15:15 Workshop rounds 3 - 5*: see below for listing of available Workshop topics

15:15 – 16:00 Panel debate: Operational risk management: preparing for Brexit, enhancing third-party due diligence and oversight, and combatting cyber and wider financial crime threats

Moderator:

  • Adam Donoghue, Partner, Maples and Calder

Confirmed Pamellist:

- Michael Murphy, Chief Operating Officer, Inverewe Capital

- Alexandru Agachi, Chief Operations Officer, Empiric Capital

- Pauline Hawkes-Bunyan, Director, Risk, Compliance & Tax, Investment Association, Tax Director, Aviva Investors

16:00 – 16:05 Closing remarks and end of event

16:05 – 17:20 Drinks Reception in Exhibition and Refreshments room 


*Workshop Format and Subjects

Our Workshops form a unique aspect of our Summits and allow operational professionals the opportunity to engage with one another on subjects they’ve stated they’re interested in, during our background research phase. Sponsors may host a Workshop.

Five Workshop topics will be covered during the Summit. All the listed subjects were put forward by senior operational professionals as part of a market research project we carried out to draft the Summit agenda.

Should a sponsor wish to put forward a subject for consideration that is not listed below, then we are open to additional topics. However, only subjects that we believe fund operational professionals will actively participate in, will be seriously considered and accepted.

For more information on the Workshops, please contact Maire McGuire at mairemcguire@clearpathanalysis.com

Topics of interest:

  • Outsourcing processes through technology – to be hosted by Maples & Calder
  • Cyber security: planning for, recognising and combatting the risks
  • Case study - re-designing the operational department beyond MiFid II
  • Understanding input: methods to managing more, including scaling operations, with decreasing budgets
  • Developing due diligence practices and providing greater client transparency

Alexandru Agachi

Chief Operations Officer, Empiric Capital

Richard Day

Chief Operating Officer, ML Capital

Adam Donoghue

Partner, Maples Fund Services

Pauline Hawkes-Bunyan

Director, Risk, Compliance & Tax, The Investment Association, Tax Director, Aviva Investors

Ian Lloyd

Head of Operations, TT International

Nick Miller

Head of Investment Management Supervision, Financial Conduct Authority

Michael Murphy

Chief Operating Officer, Inverewe Capital

Gem Pushpaharan

Global Head of Operations, Allianz Global Investors

Markus Ruetimann

Chief Executive Officer, Hardy London, former Group Chief Operations Officer, Schroders

Mike Tumility

Director of Operations, Standard Life Investments

Lead Sponsor


Maples Fund Services is part of the Maples Group and a leading independent global fund services provider operating in key onshore and offshore financial centres across the Americas, Europe, Asia and the Middle East. Maples Fund Services offers a wide range of services, including accounting, middle office, risk reporting and administration services to onshore and offshore hedge funds, fund of funds, private equity and real estate funds, marketplace lending funds, family offices and managed account platforms. Its clients include investment management firms, institutional investors, pension plans and global financial institutions. Maples Fund Services’ expert teams and innovative technology provide clients with high quality service, consistent and timely reporting and adaptable solutions to address their ever-changing needs.

Exhibitor

CME Group is the world leading and most diverse derivatives marketplace, handling 3 billion contracts worth approximately $1 quadrillion annually (on average). The company provides a marketplace for buyers and sellers, bringing together individuals, companies and institutions that need to manage risk or that want to profit by accepting risk.


Associate Sponsor

Milestone Group provides advanced software solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers.


Our pControl funds processing platform is a unique application environment that addresses a wide range of global funds industry requirements, delivering competitive positioning and operational efficiency.


Associate sponsor



By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

  • Contributing a thought piece on an issue raised in the market research
  • Participating in or moderating a roundtable with other industry leaders
  • Participating as an interviewer or interviewee
  • Producing a case study white paper written with a client or supplier
  • Taking part in a head to head debate with another respected industry professional.

We are always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message