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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 will take place on 20th November at 200 Aldersgate, London and 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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DATE:

VENUE:

TIME

TUESDAY 20TH NOVEMBER 2018

etc venues, 200 Aldersgate, London, EC1A 4HD

BREAKFAST BRIEFING

8:00-8:40

Key Note Speech: Senior Managers & Certification Regime: Just over a year to go before SMCR implementation. Why the time to act is now? Confirmed:

David Yim, Partner, KPMG


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

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:

Chris Newlands, Editor, Financial News

Panellists:

Matthew Oakeley, Chief Technology Officer, Investec Asset Management

Geoff Galbraith, Chief Operating Officer, MAN Group

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

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

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

14:45-15:10

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

Tim Woodgett, Head of Project Delivery, Liberty Speciality Markets

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

Robert Eryou, Chief Information Security Officer, Maples Fund Services

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


Dr. Andrei Luchici, Director, Dacian Consulting


15:10-15:55

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:

Joe Marsh, Editor-International, Asian Investor

Panellists:

Ursula Schliessler, Chief Administrative Officer, Legg Mason

Justine Lee, Head of Operational Due Diligence, Prudential PMG

Nigel Hellewell, Chief Operations Officer, Excellion Capital

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:

Pádraig Floyd, Consulting Publisher, Clear Path Analysis

Panellists:

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

Mary-Patricia Hall, Head of Regulatory & Oversight, Insight Investment

Maria Long, Operational Due Diligence Analyst, Man FRM

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

Moderator:

Baptiste Aboulian, Managing Editor, Ignites Europe

Panellists:

Marina Akopian, Chief Executive Officer, Coppin Collings

Alexandru Agachi, Chief Operating Officer, Empiric Capital

Andrew Bellhouse, Head of Strategic Delivery, Cardano

15:55-16:20

Presentation: Operating models and sourcing considerations – designing and executing a successful strategy

Brendan Albee, Chief Operating Officer, Varde

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

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

Jennifer Wood, Managing Director, Global Head of Asset Management Regulation & Sound Practices, Alternative Investment Management Association

16:20-16:30

Mini Break

16:30-17:15

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

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

17:15-18:30

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
  • Adapting operations to new products and trading styles - hosted by SimCorp
  • Data: efficiently collecting, easily managing and keeping clean, and interpreting for rapid and effective decision making - hosted by Clear Path Analysis
  • Brexit and the implications for fund operations - hosted by Maples Fund Services

Stacey Mullin Outhwaite

Chief Operations Officer, EMEA, BlackRock

Chris Newlands

Editor, Financial News

Matthew Oakeley

Chief Technology Officer, Investec Asset Management

Geoff Galbraith

Chief Operating Officer, MAN Group

Gervais Williams

Senior Executive Director, Milton Group

Baptiste Aboulian

Managing Editor, Ignites Europe

Justine Lee

Head of Operational Due Diligence, Prudential PMG

Ursula Schliessler

Chief Administrative Officer, Legg Mason Global Asset Management

Nigel Hellewell

Chief Operations Officer, Excellion Capital

Alexandr Sayenko

Deputy Head of Reporting and Analysis, National Investment Corporation of National Bank of Kazakhstan

Mary-Patricia Hall

Head of Regulatory Reporting & Oversight, Insight Investment

Marina Akopian

Chief Executive Officer, Coppin Collings

Alexandru Agachi

Chief Operating Officer, Empiric Capital

Brendan Albee

Chief Operating Officer, Varde

Mike Tumilty

Member of the Board and Director of Global Operations, Aberdeen Standard Investments

Terry Yodaiken

Head of Operations - EMEA, First State Investments

David Yim

Partner, KPMG

Maria Long

Operational Due Diligence Analyst, Man FRM

Robert Eryou

Chief Information Security Officer, Maples Fund Services

Tim Woodgett

Head of Project Delivery, Liberty Speciality Markets

Andrew Bellhouse

Head of Strategic Delivery, Cardano

Michael Marks

Chief Operating Officer, Legal & General Investment Management

Jennifer Wood

Managing Director, Global Head of Asset Management Regulation & Sound Practices, Alternative Investment Management Association

Paul Roberts

Chief Executive Officer, Milestone Group

Adam Donoghue

Partner, Maples Fund Services

Pádraig Floyd

Consulting Publisher, Clear Path Analysis

Joe Marsh

International Editor for AsianInvestor, Haymarket

Andrei Luchici

Director, Dacian Consulting

Wajid Khan

Chief Operating Officer, Nemesis Asset Management

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.

Summit Sponsor


SimCorp is the world’s leading provider of integrated investment management solutions. We offer the only truly integrated front-to-back investment management system. SimCorp Dimension® gives you a real-time overview of your entire business in one system, enabling you to make better investment decisions. Whether deployed on premise or as an ASP solution, we can support your entire investment value chain and range of instruments.

Every year, we invest more than 20% of our annual revenue in R&D, helping our clients stay ahead of ever-changing industry demands. Listed on NASDAQ Copenhagen, we are a global company, with regional offices across Europe, North America, and Asia Pacific.

We work closely with our 180+ clients around the world including asset managers, fund managers, asset servicers, pension funds, insurance funds, wealth managers, and sovereign wealth funds, helping them to manage over USD 19 trillion in assets under management on our investment management system. 46% of the world’s top 100 asset managers are currently using our solutions.

Breakfast Briefing Sponsor & Host


KPMG is a global network of independent member firms offering audit, tax and advisory services. The firms work closely with clients, helping them to mitigate risks and grasp opportunities.


Member firms' clients include business corporations, governments and public sector agencies and not-for-profit organizations. They look to KPMG for a consistent standard of service based on high order professional capabilities, industry insight and local knowledge.


KPMG member firms can be found in 154 countries and territories. Collectively they employ 197,263 people across a range of disciplines.


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


Watson Wheatley 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.

Exhibitor


Financial Risk Solutions (FRS) is a software firm that licenses Invest|Pro™ for Oversight, Shadow NAV and UCITS PRIIPs KIDs to Asset Managers and unit pricing, investment administration, asset reporting and compliance software to Life Assurance firms and Outsourcers. Accolades include 2016 Tech Provider of the Year, Risk.Net Awards and 2017 Tech Firm of the Year, Insurance Asset Management Awards. See www.frsltd.comExhibitor



Exhibitor


Curium Data Systems is a new generation of data management solutions for financial services companies designed to improve efficiency and reduce operational risks around the key data sets.
CuriumDQM (Data Quality Management) is a business process application that works with the firm’s existing data architecture to establish comprehensive, cross architecture data quality controls and oversight across the key data sets.
CuriumEDM (Enterprise Data Management) is an ‘end to end’ platform providing data gathering, validation, master data management, time series data storage, data distribution and active data governance. In addition, CuriumBI gives enhanced levels of analytics and visibility over data and processes.


For more information contact Curium Data Systems:
Tel: +44 (0) 207 788 7881
Email: info@curiumdata.com
Web: www.curiumdata.com

Exhibitor


Linedata with 20 years’ experience and 700+ clients in 50 countries, Linedata’s 1300 employees in 20 offices provide global humanized technology solutions and services for the asset management and credit industries that help its clients to evolve and to operate at the highest levels.

www.linedata.com

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