Menu

Heads of investment operations right across Europe are feeling the pressures of ever greater responsibility and ever broadening tasks, as their management boards pursue new product and regional growth strategies. Managing expanded workloads, however, is being met by a growth in financial technology solutions that are emerging to help heads of technology, data and operations to manage multiple areas at one time. With the rapid advancement in data innovation to, investment groups are finding themselves in a position of choice, but how to use precious resources wisely is a challenge for operational decision makers in its own right.


The seventh annual Fund Technology, Data & Operations, Europe report, following on from the Fund Management Operations Summit on the 20th November, brings together leading fund operation officers from both large as well as small investment groups, to explore some of the most discussed trends circling the market today. Issues covered include, the changing role for humans in amongst the innovation in technology, the future of small and if scale really matters, operational strategy and direction planning, insights into data and oversight, and the coming age of blockchain, automation and artificial intelligence.

Share with others:

SECTION 1

THE RE-SHAPING OF INVESTMENT OPERATIONS

1.1 INTERVIEW: 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

1.2 ROUNDTABLE 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

1.3 INTERVIEW: The Future of Small: how small investment groups can compete in an era of consolidation and acquisition

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

SECTION 2

OPERATIONAL DATA, RISK & OVERSIGHT

2.1 INTERVIEW: 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

2.2 ROUNDTABLE DEBATE: Operational risk: how real time does data need to be, creating effective standardised processes for system and compliance requests, and best ways to extract risk information 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: Glenn Murphy, Wealth Management – IT, Operations and Treasury Lead, Schroders
Proposed: Sponsor representative

SECTION 3

OUTSOURCING AND OVERSIGHT

3.1 INTERVIEW: Having achieved optimal operational 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

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

Confirmed: Brendan Albee, Chief Operating Officer, Varde

SECTION 4

MERGING AND EXPANDING OPERATIONS

4.1 INTERVIEW: 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

SECTION 5

INVESTING IN THE FUTURE

ROUNDTABLE 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

Stacey Mullin Outhwaite

Chief Operations Officer, EMEA, BlackRock

Chris Newlands

Editor, Financial News

Matthew Oakeley

Chief Technology Officer, Investec Asset Management

Geoff Gallbraith

Chief Operating Officer, MAN Group

Gervais Williams

Senior Executive Director, Milton Group

Robert Eryou

Chief Information Security Officer, Maples Fund Services

Alexandr Sayenko

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

Mary-Patricia Hall

Head of Customer Reporting, Insight Investment

Terry Yodaiken

Head of Operations - EMEA, First State Investments

Brendan Albee

Chief Operating Officer, Varde

Mike Tumilty

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

Marina Akopian

Chief Executive Officer, Coppin Collings

Alexandru Agachi

Chief Operating Officer, Empiric Capital

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 1931 487 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 1931 487 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 1931 487 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 1931 487 or send a message