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November 2020 – to be announced here  | LONDON  BOOK NOW

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SPEAKERS

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 organisation.


To enquire about speaking opportunities at the Fund Management Operations Summit 2020, contact Zoi Fletcher, Senior Content Producer, at zoifletcher@clearpathanalysis.com

 


Alan Copping

Alan Copping

Senior Market Specialist, SimCorp

Alan has a deep product knowledge of SimCorp Dimension along with a thorough understanding of the international buy-side market. He brings a wealth of experience from the financial services industry with a career including positions held as Head of Investment Operations at Credit Suisse, Head of Pre-Sales, Programme Manager, Lead Consultant and Professional Services Manager.

 


Conor McNaughton

Conor McNaughton

Chief Operating Officer, Kingsway Capital

Kingsway Capital Partners Limited (“Kingsway”) is a UK investment manager focused on consumer fran-chises in the Frontier and Emerging Markets. Conor is a Managing Partner and chief operating officer, re-sponsible for the firm’s non-investment activities, including operations, compliance, and risk manage-ment. Prior to joining Kingsway, Conor was the UK Director of Business Risk Management at Cambridge Associates, where he led the operational due diligence reviews for funds based in Europe, the Middle East and Africa. He previously held positions at Schroders New Finance Capital, Deloitte CIS and KPMG in London, Moscow and Dublin respectively. He is a member of the institute of Chartered Accountants in Ireland and was educated at Trinity College Dublin and the London School of Economics.


Thierry Saintot

Thierry Saintot

Director, Co-Head Enterprise Data Office, Global Head of Data Management (Operations), Allianz

Thierry Saintot is Global Head of Data Management (Operations) and Co-Head of the Enterprise Data Office at Allianz Global Investors.

Thierry joined Allianz Global Investors in 2016 as Global Data Architect for Operations with the objective to design and implement the data management TOM in the context of a major middle and back-office providers consolidation initiative. In mid-2018, he transitioned to the role of Global Head of Data Management (Operations) and took also the role of Co-Head of Enterprise Data Office beginning of 2019. Prior to joining AGI, Thierry held several positons at Paribas Asset Management (now BNP Paribas Asset Management), Fitch Ratings, Ernst & Young and Société Générale Asset Management.


Darryl Cornelius

Darryl Cornelius

Head of European Regulatory Projects, State Street Global Advisors

Darryl joined SSGA in June 2014 and is responsible for evaluating the impact of and overseeing major regulatory initiatives for SSGA’s European operations. He also sits on a number of industry working groups. Prior to joining SSGA, he held a similar role at Insight Investment. He has over 20 years’ professional experience, including product development and fund administration positions at PIMCO and Barclays Global Investors. He trained as chartered accountant with PriceWaterhouseCoopers.


David Butcher

David Butcher

Managing Director, Communications and Content

David is founder and managing director of Communications and Content - a specialist consultancy that helps investment management and other financial services businesses communicate with more imagination, energy and purpose.

He has more than two decades of experience, starting his career in specialist consultancies before holding a number of senior roles at blue chip investment businesses, including Fidelity International and M&G Investments.

David is a Fellow of the Royal Society of Arts and holds an M.Phil (History) and a B.A. (Medieval and Modern History) from the University of Birmingham. He is married with two children.


David Mace

David Mace

Chief Operating Officer, Altavista Investment Management UK LLP

Professional biography pending


David Weaire

David Weaire

Head of Operations, Investec Assest Management

David Weaire is Head of Operations – Investments, for Investec Asset Management. He is responsible for the global investment platform, focusing on delivering a scalable base for portfolio managers to operate and generate active returns across asset-classes. Under this remit, he takes the direct lead on Portfolio Implementation, Treasury, Cash Flow Management and TCA. Mr Weaire started his investment career in 2004 at MF Global as an Equity and Derivatives Sales Trader, before moving to BlackRock to lead a Transition Management team, focusing on third party restructuring of assets.


Geoff Galbraith

Geoff Galbraith

Chief Operating Officer, Man Group

Geoff became Man Group COO in Sept 2014. Geoff joined GLG in 2006 as Head of Middle Office Accounting, and was appointed Head of Trading Services for the firm in 2010 following the acquisition of GLG by Man. In 2011 Geoff was responsible for integrating the single investment management trading operations functions across Man and in 2012 this role was expanded to cover the fund of fund operations. In early 2013 Geoff became GLG Chief Operating Office where his role was more business focused before becoming the Group COO in Sept 2014.

Prior to joining GLG, Geoff worked for Merrill Lynch, where he worked across a number of areas, including Cash Equity, Credit Derivative and Structured Products. Geoff qualified as a Chartered Accountant in 2000 with Ernst and Young, where he completed 3 years of audit training. Geoff has an Honours degree in Mathematics from the University of Nottingham.


Joseph Pinto

Joseph Pinto

Global Chief Operating Officer, AXA Investment Managers

Joseph joined AXA Investment Managers (AXA IM) in January 2007 as Head of South Europe and Middle East. In December 2011 he became Global Head of Markets & Investment Strategy Department and was appointed to the Management Board. In March 2014, Joseph became AXA Investment Manager’s Global Chief Operating Officer.

Before joining AXA IM, Joseph was Deputy CEO and member of the board of directors of Banque Privée Fideuram Wargny from 2001 to 2006. While there, he created and implemented the bank’s sales development strategy. He started his career in New York with Crédit Lyonnais’ securitisation business before moving to London to work at Lehman Brothers’ Corporate Finance division. From 1998 to 2001, Joseph was Project Manager at McKinsey & Cie in Paris. Joseph graduated from the Ecole Centrale Paris (a French engineering school) and holds an MBA from Columbia University.


Luke Venables

Luke Venables

Chief Operating Officer, Venn Partners

Luke has over 23 years of experience in operational and infrastructure roles, with a particular focus on credit products. Luke is a partner and group COO at Venn Partners – an investment manager focused on private debt opportunities in Europe, with a current focus on commercial real estate financing and residential mortgage lending.

Before joining Venn Luke was Global Head of Operations at CQS, which managed $14bn AUM including a $2bn ABS Fund and several CLOs. Prior to that Luke held management roles at Cairn Capital (3 years) and Goldman Sachs (9 years), both of which involved an extensive amount of work in structured credit products. Luke has a degree in Mathematics from the University of East Anglia.


Markus Reutimann

Markus Reutimann

Chief Executive Officer, Hardy London

Born and educated in Switzerland, Mr Ruetimann has worked in the financial services industry in Zurich, Geneva, New York and London (current). He is the founder and Chief Executive of Hardy London Limited, an advisory practice whose client base includes wealth- and asset managers, starts-ups and family offices.

Mr Ruetimann is also Chair and co-founder of Aprexo Limited, a FinTech company that is developing cloud-born data mastering solutions for fund managers. In addition, he holds a number of non-executive board positions in digital technology, IT solutions, prime brokerage, regulation and institutional asset management. He is Trustee on the Board of Action for Children. Mr Ruetimann's former senior executive roles included Group Chief Operating Officer at Schroders plc, UBS Global Asset Management and Phillips & Drew.


Mary-Patricia Hall

Mary-Patricia Hall (CFA)

Head of Regulatory Reporting & Oversight, Insight Investment

Mary is Insight’s Head of Regulatory Reporting & Oversight and initially joined Insight in July 2011 as Head of Performance. She took up her current role in September 2015.

Prior to joining Insight, Mary spent two years at Hermes as Associate Director of Risk and Performance. Mary started her career in investment management in 1999 as a Front Office Analyst at UBS Global Asset Management in their Chicago and London offices. Mary graduated in 1997 with a BSFS degree in International Politics and Law from Georgetown University (School of Foreign Service). She is a CFA charterholder since 2008.


Martha Fee

Martha Fee

Chief Operating Officer, Northern Trust Asset Management

Martha Fee is the Chief Operating Officer for Northern Trust Asset Management in EMEA and APAC. Based in London, Ms Fee is responsible for managing the international operations and infrastructure teams in these regions. Ms Fee is a member of the Operating Group and Asset Management Leadership Council. She also sits on the leadership team for Northern Trust Asset Management business outside of North America and holds several Directorships across firm related entity and fund boards. Ms Fee holds a degree in French and Sociology from Trinity College Dublin in Ireland.


Matt Gore

Matt Gore

Chief Operating Officer, Pension Insurance Corporation

As Chief Operating Officer, Matt is overall responsible for the operations of the business. His core obligation is ensuring Pension Insurance Corporation's policyholders are paid the right pensions at the right time. Matt’s responsibility comprises of PIC’s Business Change and IT Functions, in addition to PIC’s Pension and Investment Operations teams, and the Scheme Onboarding team.


Robert Galione

Robert Galione

Chief Operating Officer, Dirichlet Principal Partners

Rob Galione has over thirty years’ experience in the finance services industry. In his current role he is responsible for all operational functions at Dirichlet a distressed debt fund.

Previously Rob was COO of Trium Capital between 2015 and 2018. Prior to Trium he was at ECM Asset Management which he joined in its start-up phase in 1999 as Head of Operations and became COO in 2010. Rob started his career at UBS where he spent eleven years in the Debt Division. His main focus was on derivatives, spending the last two years in Singapore as head of the fixed income middle office.


Laurence Everitt

Lawrence Everitt

Head of Global Fund Services UK, Northern Trust

Laurence is Head of Global Fund Services, UK at Northern Trust, providing global custody, fund administration and investment operations outsourcing services to investment management clients of the bank. Laurence joined Northern Trust in April 2011.

Prior to this he spent over 15 years in senior management and board positions in a range of FT250 and global organisations.

Laurence has held regulated positions in the UK, Ireland, Jersey, Guernsey and other offshore jurisdictions.


Mr. Vikramaaditya

Mr. Vikramaaditya

Chief Transformation & Administration Officer, HSBC Global Asset Management

Mr. Vikramaaditya is Chief Transformation & Administration Officer for HSBC’s Global Asset Management business with responsibility for leading the global portfolio of business and regulatory change initiatives, and the asset management global delivery capability based at Bengaluru, India. HSBC Global Asset Management manages assets of about USD 500Bn with offices in 26 countries and territories across the world.

With over two decades of experience in the financial services sector across UK and India, Vikram was earlier responsible for global business strategy for HSBC’s global asset management business and was also CEO for HSBC’s asset management business in India.

Vikram is also a non-executive director of HSBC ETFs plc domiciled in Ireland.


Nick Miller

Nick Miller

Head of Investment Management Supervision, Financial Conduct Authority

Nick Miller is head of the Asset Management Department within the Investment, Wholesale & Specialist Supervision Division at the Financial Conduct Authority. In this role, Nick is responsible for the FCA’s oversight of over 3,000 firms across the asset management and custody bank sectors. Previously, Nick was head of the EU & Global Department, responsible for managing the FCA's strategic relationships with counterpart regulators and other stakeholders throughout Europe and globally. He was also responsible for the FCA’s strategy in relation to the UK’s withdrawal from the EU.

Prior to joining the regulator, Nick was Executive Director and Head of Public Policy, EMEA at Morgan Stanley, where he spent four and a half years. He previously worked in a government relations role at Thomson Reuters and as a trade policy expert at the Confederation of British Industry (CBI). He holds an MSc in Finance from the London Business School and an MA in European Politics from the College of Europe in Belgium. He holds a BA in Modern European Studies from University College London (UCL).


Terry Yodaiken

Terry Yodaiken

Head of Distribution Business Support & Governance - EMEA, First State Investments

Terry is a highly skilled and experienced general business manager with a demonstrated history of working in the investment management industry. Skilled in Asset Management, Market Research, Mutual Funds, Product Development/Management and Investment Operations.

In his current role he is responsible for providing general business management to the Distribution team and specifically leading governance and support activities across client services, client governance and locally, our CRM platform.

Sales and client relationship management efficiency and enablement is at the heart of the role. He is additionally responsible for the creation of quantitative and qualitative management information (incorporating market intelligence obtained across the organisation and externally) to inform our Distribution Strategy. Furthermore he acts as the primary interface between the client-facing teams and the operational, project and functional parts of the business for UK, Europe and the Middle East Distribution Teams.

Prior to this Terry was Head of Operations – EMEA and prior to this he was Head of Product – EMEA at First State Investments.


Patrick van de Laar

Patrick van de Laar

Chief Operating Officer, Saemor Capital

Patrick van de Laar is COO / CFO of Saemor Capital. Before, he held various managerial positions in product development, mid office or derivatives, at Euronext, Kempen & Co and Aegon. Patrick holds an MSc in Economics from Tilburg University, an EFFAS/CEFA degree and an MBA degree from LBS.


Ursula Schliessler

Ursula Schliessler

Financial Services and Investment Management Executive

Ms Schliessler is a financial services and investment management executive. She has led global teams across multiple functions. Her expertise spans change management, business process design and implementation, product development and management, sales strategy, operations, technology and data, risk and project management. Ms. Schliessler has held leadership positions at Legg Mason Global Asset Management, Morgan Stanley Investment Management, Citibank and Citigroup Asset Management. She was also the Executive Sponsor of Legg Mason’s LGBTQ Employee Resource Group and Global CSR Network.


Martin Kwiatkowski

Martin Kwiatkowski

Head of Global Investment Operations, Aberdeen Standard Investments

Martin Kwiatkowski is Investments Operations Director at Aberdeen Standard Investments. Martin is responsible for Data Management, Trade/Derivatives Operations, Cash/Collateral Operations, Performance Analytics, Private Markets Operations and Market Data Services. Martin spends a significant amount of his time providing support to the Investment teams in respect of platform change, product capability and service delivery.


Paul Roberts

Paul Roberts

Chief Executive Officer, Milestone Group

Paul has 20 years of experience in senior roles in investment markets and investment technology globally. Prior to joining Milestone Group in 2009, Paul held various executive management roles including Managing Director, UK and Ireland for MultiFonds, and Chief Operating Officer for Linedata's European Asset Management business.


Katharine Morris

Katharine Morris

Senior Vice President – EMEA Business Development

Katharine is head of business development for Northern Trust’s Global Fund Services business in the United Kingdom.

Based in London, Katharine is responsible for consulting with clients on Northern Trust's range of investment operations outsourcing, fund administration and other asset servicing solutions to investment managers domiciled in the UK.

Katharine joined Northern Trust in February 2017 from HSBC Securities Servicing where she was head of UK business development. Prior to that, she spent over a decade at State Street, initially in operations and IT roles before becoming a global relationship manager for one of its largest and most complex clients.

Katharine initiated her career on the graduate programme at Hill Samuel Asset Management before moving to Scottish Widows Investment Partnership. She holds a Bachelor and Masters degree in Geography from the University of Oxford.


Philip Schajer

Philip Schajer

Chief Operations Officer

Philip is Fintex Capital’s COO, responsible for all regulatory, legal and financial matters, and has been a core member of the Fintex team since its foundation. A veteran of the marketplace lending and fintech arena, Philip has seen first-hand how this industry has responded to the operational challenges of fast-paced growth and maturity. Philip is a qualified Chartered Accountant, and graduated from Leeds University.


Richard Day

Richard Day

Chief Operating Officer, Montlake

Richard is the COO at MontLake. In his role, Richard heads up MontLake’s Fund Solutions business which encapsulates MontLake Platforms, Man Co Services, Global Distribution and Risk Solutions. In addition, Richard is a member of the firm’s Risk Committee and and sits on a number of internal and external Boards.


Roger Woolman

Roger Woolman

Director, Funds and Alternatives EMEA/APAC, SS&C Advent

Roger Woolman joined SS&C Advent in 2011 and currently holds the position of Director, Funds and Alternatives.

He is responsible for the management and oversight of SS&C Advent’s funds and alternatives business segments for the EMEA and APAC regions. He coordinates all sales efforts for the alternative investment platforms; hedge funds, private equity, private real estate funds, credit and other alternative investment strategies and executes the respective business development and marketing plans.


Ron Miao

Ron Miao

Chief Operating Officer, Hadrian's Wall Capital Limited

Ron is responsible for day-to-day operations of Hadrian’s Wall Capital, company compliance and corporate governance. Former Head of European asset-backed and mortgage backed trading for Citibank and Lehman Brothers. Mr Miao has over 20 years experience in managing bond credit risk in the commercial and consumer lending sectors, including aircraft lease receivables, credit cards, autos, home equities, manufactured housing, stranded-assets, and student loans.


Steven Johns

Steven Johns

Head of DataGX - EMEA, State Street Global Exchange

Stephen Johns is head of State Street Global Exchange®’s (SSGX) Data Solutions business in Europe, the Middle East and Africa (EMEA). Stephen is responsible for DataGX® and DVS product lines in the region, including client on-boarding, ongoing servicing and financial performance. DataGX is SSGX’s ‘data-as-a-service’ offering for institutional investors. It combines data management infrastructure, data quality and governance with State Street’s industry knowledge and scale. The service includes aggregation, normalization, enrichment, exception handling and re-distribution of client and third party data, irrespective of custodian.


Ugo Bassi

Ugo Bassi

Director, Financial Markets, FISMA Directorate-Generale, European Commission

Ugo Bassi is Director of Financial Markets at FISMA, the European Commission's Directorate General for Financial Stability, Financial Services and Capital Markets Union since 2012. Lawyer by profession, Ugo Bassi has worked as a ‘référendaire’ at the European Court of Justice from 1990 to 1997. In the last years, he held several management positions at the European Commission and was responsible for various post-crisis measures in the area of financial services and markets such as Post-trade, Securities, Asset Management, Audit, Accounting, and Credit Rating Agencies. He also launched the Capital Markets Union (CMU) project, including the Sustainable Finance component. He represents European Commission at high-level fora and events worldwide and providing contributions on Brexit strategies.


Adil Rehman

Adil Rehman

Executive Director – Global Head of Systematic FX Solutions, Goldman Sachs

Adil Rehman is the Global Head of the Systematic FX Solutions group, having joined Goldman Sachs in 2015 to develop the GS Currency Overlay offering, and manage the development and distribution of the systematic hedging and FX payments businesses. Prior to joining Goldman Sachs, Adil ran the Currency Overlay business at Deutsche Asset Management from 2012 to 2015, and the Systematic FX Trading business for Deutsche Bank Securities from 2006 to 2012. Adil started his career as a developer writing FX pricing and risk analytics, and then moved to running a FX derivatives and structured products trading book and building a track record for developing new products in the FX space.

Adil read Computer Science from University College London in 2005.


David Weaire

David Weaire

Head of Operations, Investec Asset Management

David Weaire is Head of Operations – Investments, for Investec Asset Management. He is responsible for the global investment platform, focusing on delivering a scalable base for portfolio managers to operate and generate active returns across asset-classes. Under this remit, he takes the direct lead on Portfolio Implementation, Treasury, Cash Flow Management and TCA. Mr Weaire started his investment career in 2004 at MF Global as an Equity and Derivatives Sales Trader, before moving to BlackRock to lead a Transition Management team, focusing on third party restructuring of assets.


Baptiste Aboulian

Baptiste Aboulian

Group Editor - Money Media

Baptiste Aboulian is Group Editor at Money Media with responsibility for Ignites Asia and Ignites Europe. He joined Money Media in 2008. Prior to that, he was a UK correspondent for several European publications. Baptiste holds a masters in International Journalism from City University and a degree in History from La Sorbonne.


Alun Cutler

Alun Cutler

Director, Product Management

Alun supports client requirements and sales efforts by identifying strategic product enhancements, 3rd party solutions and marketing campaigns. Previously, Alun was a senior business consultant for Charles River responsible for product presentations to traders and fund managers, and assisting implementation consultants with workflow design and integration needs. Prior to joining Charles River, Alun held a variety of sales and consultant positions at Misys and SunGard Data Systems, served as a fund administrator for Morgan Grenfell Asset Management, and was a derivatives trader at the Nippon Credit Bank.


Nicholas Wright

Nicholas Wright

Business Development, Milestone Group

Nicc Wright has responsibility for new business sales of Milestone Group’s pControl platform across EMEA. He works with asset owners, asset managers and asset servicers to overcome operational challenges related to NAVs and Asset Allocation using automated straight-through-processing solutions.

Nicc started his career in front and middle office operations roles at Barings and has spent the last 10 years at forward-thinking technology companies in roles encompassing sales, relationship management, consulting and project management.


Ravi Patel

Ravi Patel

Senior Solutions Consultant, Clearwater Analytics

Ravi has a proven track record of leading several successful sales, business development and transformation programmes within the investment management industry across 16 countries in Europe, Middle East, Africa and Asia Pacific. With his comprehensive 15+ years of experience of front-to-back trade lifecycle, he has helped many clients streamline their operations and technology platforms across the front, middle and back office.


Kate Webber

Kate Webber

Lead Product Manager – Funds, Global Fund Services, Northern Trust

Kate is responsible for developing Northern Trust’s global capabilities supporting asset manager and fund company clients. Her remit includes ensuring global alignment of fund administration, fund accounting, transfer agency and fund distribution services.

Kate has more than 25 years of experience in asset servicing and has previously held senior product development and strategy positions with Calastone and BNY Mellon.

She is also the founder of Women in Asset Servicing, a network working to enable greater female representation in senior asset servicing positions across the financial services industry.

TESTIMONIALS

“A great networking opportunity and the chance to share a range of experiences with colleagues”
 

SARAH FORD, GLOBAL OPERATIONS ARCHITECTURE, ALLIANZ

“The Talking Table Workshops provided valuable idea-sharing opportunities with like-minded industry professionals” 

MATTHEW BAIN, HEAD OF OPERATIONS, PARTNERS CAPITAL

“I enjoyed hearing the strategy and issues that others are facing, as well as their difference in implemented approaches” 

MARY PATRICIA-HALL, HEAD OF REGULATORY REPORTING & OVERSIGHT, INSIGHT INVESTMENT

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