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The third 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.

Confirmed to take place on 7th November 2019 at Inmarsat, 99 City Road Conference Centre, London, this unique event will provide opportunity to explore the emerging issues that are affecting investment groups ability to grow, evolve and react to new client, regulatory and market demands.

Please contact Zoi Fletcher with any queries related to event content and production, at zoifletcher@clearpathanalysis.com.

For Sponsorship enquiries, please contact Noel Hillmann at noelhillmann@clearpathanalysis.com.

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 place at registrations@clearpathanalysis.com, or call us on +44 (0) 207 688 8511.

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BREAKFAST BRIEFING
COO INVITATION ONLY DEBATE
08:15 - 9:00

Closed door


OPENING REMARKS9:20 - 9:30

Noel Hillmann, Chief Executive Officer, Clear Path Analysis OR Sponsor to be Confirmed


KEY NOTE PRESENTATION9:30 - 10:10

Forecasting the future in fund operating models – how does the business of managing investments need to evolve in response to downward cost pressures coupled with ever higher reporting expectations?

Invited: Kemal Selim, Chief Operating Officer, Vanguard Europe


PANEL DEBATE
10:10 - 10:55

Automation everywhere: is there no limitation to what cannot be automated, where do you start, and what are operational leaders most focussed on?


Invited: Simon Clements, Global Head of Investment Operations, Janus Henderson Investors
Invited: Guillaume Lesage, Global Head of Operations, Services & Technology, Amundi
Invited: Marcel Vogt, Chief Operations Officer, Schroders
Invited: Olive Gibson, Chief Operating Officer, Salt Rock Capital Partners



KEY NOTE PRESENTATION10:55 - 11:20

A case study in overhauling an operational set-up: understanding the ‘why’, how to do it, and with what benefits


Invited: Martha Fee, Chief Operating Officer, Northern Trust Asset Management


REFRESHMENTS & MEETING BREAK11:20 - 11:40
TALKING TABLE WORKSHOPS - ROUND 111:40 - 12:15

TALKING TABLE WORKSHOP 1

TALKING TABLE WORKSHOP 2

TALKING TABLE WORKSHOP 3

TALKING TABLE WORKSHOP 4

TALKING TABLE WORKSHOP 5



TALKING TABLE WORKSHOPS - ROUND 212:15 - 12:50

TALKING TABLE WORKSHOP 1

TALKING TABLE WORKSHOP 2

TALKING TABLE WORKSHOP 3

TALKING TABLE WORKSHOP 4

TALKING TABLE WORKSHOP 5




LUNCH
12:50 - 13:40
TALKING TABLE WORKSHOPS - ROUND 313:40 - 14:15

TALKING TABLE WORKSHOP 1

TALKING TABLE WORKSHOP 2

TALKING TABLE WORKSHOP 3

TALKING TABLE WORKSHOP 4

TALKING TABLE WORKSHOP 5



CONSOLIDATION

OUTSOURCING

INNOVATION

PEOPLE

REGULATORY



STREAM PRESENTATION14:15 - 14:40

Data strategy: Creating a solid data infrastructure as the basis for operational and digital transformation

Invited: Mary-Patricia Hall, Head Regulatory Reporting & Oversight, Insight Investment

Divesting non-core activities for a more scalable and efficient operation

Invited: Shailen Modi, Chief Operating Officer, Avery Row Capital

Driving efficiency rather than cost for a client centric experience - using tech innovation to focus on value driven tasks to serve the client

Invited: Robert Rhodes, Chief Operations Officer, Momentum Global Investment Management

New roles and skills for a 21st century digitalised world - more value-add work, data analytics, and data insight

Invited: Emma Lawson, Chief Operating Officer, Aurum Funds

Regulatory change (Brexit) and the impact on pan-European distribution

Invited: Patrick Pearson, Head of Financial Market Infrastructure and Derivatives, European Commission



STREAM PRESENTATION14:40 - 15:05

Integrating operations after an acquisition: A case study - Limiting disruption and loss of assets, while deciding how and when to consolidate

Invited: Mike Tumilty, Director, Global Operations, Aberdeen Standard Investments

Outsourcing for new asset classes - Avoiding silos in operations as we expand into alternatives and ESG investing

Invited: Richard Day, Chief Operating Officer, ML Capital

Effective data visualisation bringing value add through interpreting data in an automated world

Invited: Philip Schajer, Finance and Operations Specialist, Fintex Capital

Talent retention - Hiring technologists to bridge the gap between legacy and 21st century technology and retaining millennials

Invited: Jasper Verkleij, Chief Operations Officer & Chief Financial Officer, Orion Global Advisors

Universal Margin Clearing: getting prepared to manage the impact on the margin collateral processes

Invited: Geoff Galbraith, Chief Operating Officer, Man Group (GLG)



REFRESHMENTS & MEETING BREAK15:05 - 15:20
PANEL DEBATE15:20 - 16:05

Incorporating new asset types: Providing scalability and flexibility for the trends in ESG, passive and illiquid investing

Invited: Matt Gore, Chief Operating Officer, Pension Insurance Corporation

Invited: Paul Carnell-Holdaway Head of Institutional Business Operations BNY Mellon Investment Management

Invited: Justine Lee Head of Operational Due Diligence Prudential PMG

Outsourcing v build your own: How much and what to outsource, hybrids, co-sourcing and smart sourcing

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

Invited: Bruce Carnaby, Head of Investment Operations, Local Pensions Partnership Investments

Invited: Olivia Scanlon, Chief Operating Officer, Orchard Global Asset Management

The rise of blockchain - the disruption and impact of emerging technologies

Invited: Jean-Marc, Coursol Chief Technology Officer, Natixis

Invited: Paul Loss, Head of Operations and Technology Director, Baring Asset Management

Invited: George Chamberlain Chief Operating Officer CDAM

Gaining productivity amid complexity and fee pressure - Getting the operations team working in unison with IT to generate the best value out of IT resources

Invited: Hugh Moir, Group Head of Operations, BMO GAM

Invited: Mark Carter, Chief Operations Officer, Latitude Investment Management

Invited: Roman Wieczorek, Manager Investment Operations, Quoniam

Mifid II a year on: is there more to come and can we expect better definitions?

Invited: Verena Ross, Executive Director, European Securities & Markets Authority

Invited: Alexander Morely, Chief Operating Officer, Insparo Asset Management

Invited: Nigel Hellewell, Chief Operating Officer, Equitile Investments



KEY NOTE GUEST SPEAKER

16:05 - 16:45

The explosion of ESG consideration: incorporating in process, valuing to returns, reporting to stakeholders, and embedding in operational culture

Invited: Olivier Guersent, Director-General, Directorate General for Financial Stability, Financial Services and Capital Markets Union, European Commission

THEMED DRINKS RECEPTION16:45 - 18:00

Noel Hillmann

Chief Executive Officer, Clear Path Analysis

Exhibitor


Watson Wheatley Financial Systems is a reconciliation system vendor with worldwide clients including hedge funds, long-only asset managers and commodities traders. Its principal products are iRecs, Importer and ‘Reconciliation as a Service’. iRecs is an extremely versatile and powerful reconciliation solution, used worldwide by clients with over $213bn in assets under management.

The award-winning iRecs software was developed after years working in the industry on the operations side and fully understanding the complexities of different instruments. Using this experience Watson Wheatley are now able to offer a best practice reconciliation model that solves issues and challenges that clients face day to day.

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.

Workshop Sponsor


Clearwater Analytics® is a global SaaS solution for automated investment data aggregation, reconciliation, accounting, and reporting. Clearwater helps thousands of organisations make the most of their investment portfolio data with a world-class product and client-centric servicing. Clearwater also offers a full complement of middle- and back-office solutions like trade confirm/affirm, client billing, composite management, client statements, and more. Since its founding in 2004, Clearwater has provided a cloud-native solution that helps investors make the most of their data. Every day, investment professionals in more than 25 countries trust Clearwater to deliver timely, validated investment data and in-depth reporting.

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 Noel Hillmann at noelhillmann@clearpathanalysis.com or call +44 (0) 207 1931 487.

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.

To express your interest in participating in the event, please contact Zoi Fletcher at zoifletcher@clearpathanalysis.com.