Operational planning and execution must happen in tandem with the wider business strategy, encompassing the needs of senior business leaders, technology, data, and compliance stakeholders. At the 2019 Fund Management Operations Summit, we heard from over 35 industry leaders, who offered through-provoking insight, case study examples and theoretical research to educate attendees on how to get the best from operational plans and actions, enabling quick advancements within the organization.


To enquire about speaking opportunities at the Fund Management Operations Virtual Summit 2020, contact Dominique Kistan, Content Producer, at dominiquekistan@clearpathanalysis.com

 

Christina Schack

Christina Schack

Head of Investment Data, Performance Measurement & Reporting, Vontobel Asset Management

Gianluca Pescaroli

Gianluca Pescaroli

Assistant Professor, Institute for Risk and Disaster Reduction, University College London

Guillaume Lesage

Guillaume Lesage

Global Head of Operations, Services & Technology, Amundi

He is responsible of operations and IT, dealing, Luxembourg, Ireland, and supervises the Amundi Services Business Line and Fund Channel. He has worked in the industry in France and US, and has spent 20 years in Cacib, in technology and risks. Before joining Amundi, he was Deputy CEO of Credit Agricole Consumer Finance.Guillaume holds a Masters in Engineering from Ecole Centrale Paris and an MBA from INSEAD.

Lana Morawetz

Lana Morawetz

Head of Risk Operations - Financial Risk, Zurich Insurance

Marcel Prins

Marcel Prins

Chief Operating Officer and Statutory Director , APG Asset Management

Marcel Prins (1969, Dutch) is Chief Operating Officer and Statutory Director at APG Asset Management. He is responsible for Operations, Technology, Innovation and 3rd Party Management. Priorities for Marcel include the Digitalization agenda as part of the 2025 strategy for APG Asset Management as a leading global Long Term Responsible Investor for its clients.

Mary-Patricia Hall

Mary-Patricia Hall

Head of the Data Management Office, Insight Investment

Mary is Insight’s Head of the Data Management Office since March 2020. She initially joined Insight in July 2011 as Head of Performance. In August 2018, Mary became the Head of Regulatory Reporting & Oversight. Mary graduated in 1997 with a BSFS from Georgetown University. She is a CFA charterholder since 2008.

Nishil Patel

Nishil Patel

Partner & COO, Origin Asset Management LLP

Nishil Patel, Partner & COO - Origin Asset Management LLP is a London based boutique asset manager focused in global, emerging, international and small cap equities. Nishil’s primary responsibility is business infrastructure, operations, finance, risk and compliance. He began his career in the financial services industry in 1999. Nishil is a Chartered Accountant and holds an Executive MBA.

Phil Gough

Phil Gough

Chief Operating Officer, Europe, AQR Capital Management

Rodney Ngone

Rodney Ngone

Data Scientist and Investment Manager, JUST Group

Stuart McWatt

Stuart McWatt

Head of Investment Operations Transformations, Aviva

Wajid Khan

Wajid Khan

Chief Operating Officer, Nemesis Asset Management

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