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The second annual Fund Management Operations Summit brings together Chief Operations Officers, senior directors and heads of technology, data, and regulatory affairs of UK and continental European investment management groups to explore the changing dynamics of fund management and impact on operations.

This unique event explores through its highly interactive format emerging issues that are affecting investment groups ability to grow, evolve and react to new client, regulatory and market demands.

The combined plenary session, Talking Table workshops, plus three streamed afternoon format, means those charged with delivering optimal operational performance can cover the most pressing issues in one packed day of informative content and new ideas focussed networking.

Only representatives of investment groups and regulatory bodies are invited or can apply to attend this exclusive event. Get in touch with us using your corporate email address to reserve your seat registrations@clearpathanalysis.com. Or call us on +44 (0) 207 688 8511.

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TIME

BREAKFAST BRIEFING

8:00-8:40

Capability across multiple areas – how the Senior Management Certification Regime will re-shape fund operations

Breakfast Host Speaker to be Confirmed OR potential sponsor

TIME

MAIN CONFERENCE

8:15-9:10

BREAKFAST AND NETWORKING

9:10-9:20

CHAIRMAN’S OPENING ADDRESS

9:20-10:00

Key Note Speech: The re-shaping of the asset management industry and the move towards multi-asset, multi-strategy and multi-capability specialisms

Confirmed: Stacey Mullin Outhwaite, Chief Operations Officer, EMEA, BlackRock

10:00-10:45

Panel debate: The take-over of machines and computers in the running of operations and the new role of humans as supervisors

Moderator:

Confirmed: Chris Newlands, Editor, Financial News

Panellists:

Confirmed: Matthew Oakeley, Chief Technology Officer, Investec Asset Management

Confirmed: Geoff Galbraith, Chief Operating Officer, MAN Group

Confirmed: Michael Marks, Chief Operating Officer, Legal & General Investment Management

Confirmed: Wajid Khan, Chief Operating Officer, Nemesis Asset Management

10:45-11:10

Key Note Speech: The Future of Small – how small investment groups can compete in an era of consolidation and acquisitions

Confirmed: Gervais Williams, Senior Executive Director, Miton Group, and Author of “The Future is Small”

11:10-11:35

MORNING REFRESHMENTS & NETWORKING

11:35-12:35

Talking Tables Workshops Rounds 1 – 2*

12:35-13:25

LUNCH

13:25-14:25

Talking Tables Workshops Rounds 3 and 4*

14:25-14:45

AFTERNOON REFRESHMENTS & NETWORKING

OPERATIONAL STRATEGY

OPERATIONAL DATA, RISK & OVERSIGHT

INVESTING IN THE FUTURE

14:30-14:55

Case Study Presentation: A case study on growth and meeting the challenge of resistance to change, remaining efficient, and managing costs to meet targets

Proposed sponsor session

Presentation: Identifying the trends in financial and cybercrime – selecting systems, training staff and developing an ongoing review policy to stay ahead of the criminals

Confirmed: Robert Eryou, Chief Information Security Officer, Maples Fund Services

Presentation: Future scoping and building an operational department with future demands in mind

Proposed sponsor session

14:55-15:40

Panel debate: Moving from a focus on raw performance to quality of performance – how to ensure efficient and maximum output against the highest overall outcome?

Moderator:

Independent journalist

Panellists:

Confirmed: Ursula Schliessler, Chief Administrative Officer, Legg Mason

Confirmed: Justine Lee, Head of Operational Due Diligence, Prudential PMG

Confirmed: Nigel Hellewell, Chief Operations Officer, Excellion Capital

Proposed: Sponsor representative

Panel debate: Data and your organisation: how real time does data need to be, creating effective standardised processes for system and compliance requests, and best ways to extract meaning from huge data sets

Moderator:

Independent journalist

Panellists:

Confirmed: Alexandr Sayenko, Deputy Head of Reporting and Analysis, National Investment Corporation of National Bank of Kazakhstan

Confirmed: Mary-Patricia Hall, Head of Customer Reporting, Insight Investment

Invited: Glen Murphy, Wealth Management – IT, Operations and Treasury Lead, Schroders

Proposed: Sponsor representative

Panel debate: The role of 'emerging technology': blockchain, artificial intelligence, widespread automation - why and when should we start caring?

Moderator:

Independent journalist

Panellists:

Confirmed: Marina Akopian, Chief Executive Officer, Coppin Collings

Confirmed: Alexandru Agachi, Chief Operating Officer, Empiric Capital

Invited: Iona Fiaty, Chief Operations Officer, Digital World Capital

Invited: Keyvan Shamsa,Global Head of Investment Management Information Systems, BNP Paribas Asset Management

15:40-16:05

Presentation: Outsourcing operations: oversight best practise and how to know when to switch

Confirmed: Brendan Albee, Chief Operating Officer, Varde

Presentation: Having achieved optimal technology set-up, how to be sure you’re spotting emerging faults, effective reporting and continual development of operational processes?

Confirmed: Terry Yodaiken, Head of Operations - EMEA, First State Investments

Presentation: Brexit and the jurisdiction challenge: what are the implications for the main fund bases and what should fund managers be doing now about preparing for Brexit’s changes

Invited: Gem Pushpaharan, Global Head of Operations, Allianz Global Investors

16:05-16:15

Mini Break

16:15-17:00

Guest Case Study Presentation: Creating Europe’s second biggest fund manager - reviewing the rationale, operational considerations and outcomes as well as lessons for the future of fund management

Confirmed: Mike Tumilty, Member of the Board and Director of Global Operations, Aberdeen Standard Investments

17:00-18:30

DRINKS RECEPTION

*Talking Tables workshop format and subjects

Our Talking Tablesworkshops form a unique part of our summits and give fund management operations professionals the opportunity to engage with one another on subjects they’ve stated to be issues they’re most keen to engage on. Sponsors may host a Talking Tableworkshop subject over the day.

Four workshop topics from those listed below will be covered during the summit for each stream.

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 operations professionals will actively participate in will be seriously considered and accepted.

For more information on the Talking Tables workshops, please contact Noel Hillmann – noelhillmann@clearpathanalysis.com.

Potential topics of interest are:

  • Automating operations: understanding the need versus want, picking suitable software and developing oversight structures for daily management and risk mitigation – hosted by Milestone Group
  • A positive approach to communication: effecting change, keeping internal and external parties focussed and reducing errors and risk
  • Senior Management Certification Regime: developing robust checks across a variety of tasks and notable accountability throughout the organisation
  • Adapting operations to new products and trading styles
  • Data: efficiently collecting, easily managing and keeping clean, and interpreting for rapid and effective decision making
  • Brexit and the implications for fund operations
  • Outsourcing: rationalising the value-add, minimising risk and unnecessary additional cost
  • Operational strategy: the concept and practical considerations in ‘operational gearing’ through headcount and geographic growth
  • Developing a cost cutting strategy and considering the legal, practical and opportunity cost implications alongside the pay-off.

Lead Summit 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.

Workshop Sponsor


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


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

Exhibitor


Centrus is an independent financial services group that believes in a better way of doing business. We specialise in corporate finance, technology and investment management and are united by a culture that values imagination, energy and purpose which unlocks significant value for our clients. Centrus supports a range of clients in their funding and financial strategy needs across residential, infrastructure, transportation, energy and utilities, corporates and financial sectors. Above all we’re working towards a new financial landscape, which we define as modern finance because it funds and supports the things that deliver real benefits to people and society.


Exhibitor


We are specialists in reconciliation for the securities industry. It's what we do. It's all we do. This means we can focus our efforts on making the best reconciliation solution on the market.


We developed our award-winning iRecs software after years working in buy-side operations, so we understand the complexities of the instruments being handled and know the processes and challenges our clients face day-to-day.


We understand that in such a diverse industry, all our clients will need a flexible reconciliation system that can be tailored to their individual needs, and adapted on demand as those needs change and evolve.

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 688 8511 or send a message

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.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 688 8511 or send a message

All our sponsorship packages are ‘tailor made’ to ensure complete success for our clients, so you can feel assured that your specific aims are being addressed. If you’re interested in any of the above benefits then please contact us below about sponsorship:

Call +44 (0) 207 688 8511 or send a message

Savvy Investor is the world’s fastest growing professional network for institutional investors, curating the best pensions and investment white papers from around the web and tailoring research to the interests of individual members. Launched in March 2015, the site already has over 5000 members, including pension funds, asset owners, investment managers and investment consultants.