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

  • Phil Davies

    Chief Technology Officer

    Milestone Group

  • Nishil Patel

    Partner & COO

    Origin Asset Management LLP

09:20 - 09:50

Keynote Presentation

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

Presenter to be confirmed soon

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

Keeping an eye on the fundamentals: accurate and timely NAV's – Hosted by Milestone Group

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

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

  • Phil Gough

    Chief Operating Officer, Europe

    AQR Capital Management

  • 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

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

Keeping an eye on the fundamentals: accurate and timely NAV's – Hosted by Milestone Group

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

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

  • Chief Operating Officer – EMEA

    Nikko Asset Management Europe

09:20 - 09:50

Keynote Presentation

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

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

Keeping an eye on the fundamentals: accurate and timely NAV's – Hosted by Milestone Group

  • Paul Roberts

    Chief Executive Officer

    Milestone Group

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

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