• 4

    4th consecutive year 

  • 400 +

    operationalprofessionalsinvolved

  • 12

    interactiveworkshops

  • 3

    daysof premiumcontent

Event Information

 

The premium annual gathering for leaders in investment and fund operations from across the UK and continental Europe, to explore and debate the latest trends in operational strategy, technology, data, administration and compliance.

Pivoting from a live to virtual event for 2020 and designed with the input of asset owners, the Fund Management Operations Summit will bring together the community of operations and data management professionals to discuss and debate the future of operations by assessing the changing role of technology in the fund management industry.

REGISTER YOUR PLACE AT THIS EXCLUSIVE VIRTUAL EVENT TODAY

Summit Speakers

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Summit Speakers

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Attendees in 2019

INDUSTRY PROFESSIONALS IN ATTENDANCE

Chief Investment Officers
Heads of Investment Strategy
Heads of Asset Allocation
Finance Directors
Chief Operation Officers
Heads of Investment Operations
Chief Risk Officers
Heads of Asset-Liability Management
Heads of Technology, Data and Information
Treasurers and Cash Managers

Agenda

08:00 - 08:30

Day One – Tuesday 3rd November

Joining and Delegate Networking Time

08:30 - 08:40

Chairman’s welcoming remarks and instructions on day to attendees

  • Noel Hillmann

    CEO

    Clear Path Analysis

08:40 - 09:20

Panel Debate

Future-proof technology solutions: modular “plug and play” fintech approach or outsourcing to a full-service provider

  • Christina Schack

    Head of Investment Data, Performance Measurement & Reporting

    Vontobel Asset Management

  • Matthew Oakley

    Head of Asset Management Technology

    UBS

  • Bernard Fripiat

    Director, Channel Play

    SimCorp

09:20 - 09:50

Keynote Presentation

Creating a leaner, a more tech savvy operation - towards a new more selective way of team building

  • Matthew Baldwin

    Financial Risk Solutions

    Invest|Pro™

09:50 - 10:05

Networking Time

10:05 - 10:45

Insight and Workshop Discussion

A 40-minute discussions ran by each of four sponsors simultaneously, in their own dedicated workshop room, on a topic of their choosing

  • The Sponsor would provide a 10-minute introduction to the topic to brief participants on the subject and raise 5 questions the subsequent discussion would cover
  • Questions would remain in a ‘Further Information’ tab so any participants joining would know what questions are being discussed
  • Participants would interact through asking of questions in a chat / live Q&A box, to discuss topics with sponsor presenter
  • A variety of polls / surveys would be pre-set to canvass attendees’ thoughts on various topics and discuss results
  • Attendees could switch from one room to another as they wish, so you can interact with a variety of attendees through the session
STREAM 1 : 10:05 - 10:45

Hosted by Milestone Group

Keeping an eye on the fundamentals: accurate and timely NAV's

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

  • Phil Davies

    Chief Technology Officer

    Milestone Group

  • Alex Iwinski

    Relationship Management

    Milestone Group

  • Daniel Drinkwater

    Pre-Sales Consultant - EMEA

    Milestone Group

STREAM 2 : 10:05 - 10:45

Hosted by Clearwater Analytics

STREAM 3 : 10:05 - 10:45

Hosted by SimCorp

STREAM 4 : 10:05 - 10:45

Hosted by Finbourne

Consolidation: The operational challenge of centralising access to your investment and decision support data

  • Joel Burnette

    Head of Product Marketing

    FINBOURNE Technology

  • Jesse McDaniel

    Senior Engineer

    FINBOURNE Technology

10:45 - 11:15

Keynote Presentation

Operational resilience and the coronavirus: how did firms bounce back and what could they have done better?

  • Gianluca Pescaroli

    Assistant Professor

    Institute for Risk and Disaster Reduction, University College London

11:15 - 11:45

End of Day One and Further Networking Time

08:00 - 08:30

Day Two – Wednesday 4th November

Joining and Delegate Networking Time

08:30 - 08:40

Chairman’s welcoming remarks and instructions on day to attendees

  • Noel Hillmann

    CEO

    Clear Path Analysis

08:40 - 09:20

Panel Debate

Outsourcing and service providers – managing a key operational risk

  • Wajid Khan

    Chief Operating Officer

    Nemesis Asset Management

  • Nishil Patel

    Partner & COO

    Origin Asset Management LLP

  • Geoff Hodge

    Chairman

    Milestone Group

09:20 - 09:50

Keynote Presentation

Cyber security: the leading operational risk - Ensuring that tech is up to date and can be protected from cyber-attacks

  • Steve Forbes

    Head of Product Management (Cyber)

    Nominet

09:50 - 10:05

Networking Time

10:05 - 10:45

Insight and Workshop Discussion

A 40-minute discussions ran by each of four sponsors simultaneously, in their own dedicated workshop room, on a topic of their choosing

  • The Sponsor would provide a 10-minute introduction to the topic to brief participants on the subject and raise 5 questions the subsequent discussion would cover
  • Questions would remain in a ‘Further Information’ tab so any participants joining would know what questions are being discussed
  • Participants would interact through asking of questions in a chat / live Q&A box, to discuss topics with sponsor presenter
  • A variety of polls / surveys would be pre-set to canvass attendees’ thoughts on various topics and discuss results
  • Attendees could switch from one room to another as they wish, so you can interact with a variety of attendees through the session
STREAM 1 : 10:05 - 10:45

Hosted by Milestone Group

Keeping an eye on the fundamentals: accurate and timely NAV's

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

  • Phil Davies

    Chief Technology Officer

    Milestone Group

  • Daniel Drinkwater

    Pre-Sales Consultant - EMEA

    Milestone Group

  • Alex Iwinski

    Relationship Management

    Milestone Group

STREAM 2 : 10:05 - 10:45

Hosted by Clearwater Analytics

STREAM 3 : 10:05 - 10:45

Hosted by SimCorp

Front-to-back is the new black, but how many shades of black are there?

  • Alan Copping

    Global Head, Inside Sales

    SimCorp

STREAM 4 : 10:05 - 10:45

Hosted by Finbourne

N-way Reconciliation: Cash, position, transaction, and valuation across any time horizon

  • Gus Sekhon

    Head of Product

    FINBOURNE Technology

  • Joel Burnette

    Head of Product Marketing

    FINBOURNE Technology

10:45 - 11:15

Keynote Presentation

Operational risk and resilience: managing risk amid natural disasters and market turmoil

  • Marcel Prins

    Chief Operating Officer and Statutory Director

    APG Asset Management

11:15 - 11:45

End of Day Two and Further Networking Time

08:00 - 08:30

Day Three – Thursday 5th November

Joining and Delegate Networking Time

08:30 - 08:40

Chairman’s welcoming remarks and instructions on day to attendees

  • Noel Hillmann

    CEO

    Clear Path Analysis

08:40 - 09:20

Panel Debate

Data as a service v control and ownership

  • Mary-Patricia Hall

    Head of the Data Management Office

    Insight Investment

  • Mark Gillan

    Head of Operations

    AJBell

  • Davina Goodall-Smith

    Chief Operating Officer – EMEA

    Nikko Asset Management Europe

  • Michael Shean

    Insurance SME

    Clearwater Analytics

09:20 - 09:50

Keynote Presentation

Proliferation of systems – move to one data management system for optimal data integrity

  • Phil Tattershal

    Associate Partner - Financial Services Advisory

    EY

  • Matt Goldsmith

    Senior Manager

    EY

09:50 - 10:05

Networking Time

10:05 - 10:45

Insight and Workshop Discussion

A 40-minute discussions ran by each of four sponsors simultaneously, in their own dedicated workshop room, on a topic of their choosing

  • The Sponsor would provide a 10-minute introduction to the topic to brief participants on the subject and raise 5 questions the subsequent discussion would cover
  • Questions would remain in a ‘Further Information’ tab so any participants joining would know what questions are being discussed
  • Participants would interact through asking of questions in a chat / live Q&A box, to discuss topics with sponsor presenter
  • A variety of polls / surveys would be pre-set to canvass attendees’ thoughts on various topics and discuss results
  • Attendees could switch from one room to another as they wish, so you can interact with a variety of attendees through the session
STREAM 1 : 10:05 - 10:45

 Hosted by Milestone Group

Keeping an eye on the fundamentals: accurate and timely NAV's

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

  • Phil Davies

    Chief Technology Officer

    Milestone Group

  • Alex Iwinski

    Relationship Management

    Milestone Group

  • Daniel Drinkwater

    Pre-Sales Consultant - EMEA

    Milestone Group

STREAM 2 : 10:05 - 10:45

Hosted by Clearwater Analytics

STREAM 3 : 10:05 - 10:45

Hosted by SimCorp

A Paradigm Shift in Data Management: Increasing Business Agility through Data-as-a-Service

  • Patrick Engelhard

    Product Portfolio Manager

    SimCorp

  • Ramesh Rabadiya

    Global Strategy Data Management

    SimCorp

STREAM 4 : 10:05 - 10:45

Hosted by Finbourne

Data extension: Futureproof your operations by capturing everything and extending the ability to integrate data sets

  • Joel Burnette

    Head of Product Marketing

    FINBOURNE Technology

  • Chris Farrell

    Chief Operating Officer

    FINBOURNE Technology

10:45 - 11:15

Keynote Presentation

Technology and disruption on operations people: what is the future of operations in the fund industry, how to prepare for the big change?

  • Guillaume Lesage

    Global Head of Operations, Services & Technology

    Amundi

11:15 - 11:45

End of Event and Further Networking Time

MARKET INSIGHT & INTELLIGENCE

 

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REPORT

Fund Technology, Data & Operations, Europe 2020

PUBLISHED
24 February 2020

Details
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REPORT

FUND TECHNOLOGY, DATA & OPERATIONS, APAC 2019

PUBLISHED
06 November 2019

Details
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REPORT

ALTERNATIVE FUND OPERATIONS, EUROPE 2019

PUBLISHED
14 October 2019

Details
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REPORT

FUND TECHNOLOGY, DATA & OPERATIONS NORTH AMERICA 2019

PUBLISHED
09 September 2019

Details

GET IN TOUCH TODAY

 

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

CONTENT ENQUIRIES

DOMINIQUE KISTAN

Production Manager

dominiquekistan@clearpathanalysis.com

OPERATIONS ENQUIRIES

NICK BUNDEVSKI

Marketing & Operations Assistant

nikolabundevski@clearpathanalysis.com