InvestOps Europe 2024
23 - 25 September, 2024
The Oval, London
23rd September | Buy Side Data Innovation Day
9:00 am - 9:15 am
Conference Registration
9:15 am - 10:00 am
Breakfast Workshop
9:15 am - 10:00 am
Breakfast Workshop
10:00 am - 10:05 am
Welcome Address: Rory Pilbrow, Editorial Director, WBR
10:05 am - 10:15 am
Chairperson’s Opening Remarks
John Bottega -
President,
EDM Council
Buy Side Data Success Story
10:15 am - 10:35 am
Keynote Presentation: Royal London Asset Management’s Data Success Story: How RLAM transformed their data model to create data driven operational processes and boosted performance insights
Rob Middleton -
Chief Data Officer,
Royal London Asset Management
Elodie Blyth de Fontenay -
Head of Data Strategy & Transformation,
Royal London Asset Management
Enhancing Data Driven Operations
10:35 am - 11:05 am
Innovation Panel: Scaling Data Transformations: How can you increase the quality and quantity of your operations data to build a model that seamlessly integrates throughout your function and supports wider value-add capabilities?
Geoff Larkin -
Head of Digital Strategy & Delivery,
Impax Asset Management
Tom Cunningham -
Head of Investment Operations,
Hargreaves Lansdown
- How can you scale and optimise your data frameworks to ingest an ever-increasing range and quantity of data inputs?
- How can you ensure that data inputs are assigned values based on their relative merits so that analysis provides more meaningful and valuable insights?
- What tools and technologies are supporting your data transformations?
- How can you ensure that data standards are aligned across teams so that information can seamlessly transfer between Ops functions?
Leveraging Next Gen AI and Machine Learning
11:05 am - 11:35 am
Innovation Panel: Embracing the Latest Innovations: How can you identify and integrate new AI and ML tools to optimise your global operational processes and drive greater workflow speed and accuracy?
- How are you identifying operational processes which could benefit from AI and Machine Learning applications?
- What processes do you have in place to pilot and implement AI tools and how are you managing roll out across business use cases?
- What are the challenges that need to be overcome when it comes to implementing AI tools into your Operational processes?
- To what extent are you devising a long-term AI strategy to leverage the rapidly developing capabilities such as LLMs and how do you envisage AI shaping the future of Investment Operations?
11:35 am - 11:55 am
Sponsored Keynote: Evaluating AI & Advanced Analytics in Action: How have company X leveraged Y Solution to optimise and streamline operational capability Z?
Optimising Front to Back Workflows
11:55 am - 12:25 pm
Innovation Panel: Enhancing Workflow Efficiencies: How can you integrate the latest automation technologies to extract more value from your data sets, reduce manual touchpoints and streamline operational processes?
Donogh McAlonan -
Global Head of Investment Operations,
Redwheel
Martin Ware -
Head of EMEA Operations,
Vanguard
- How have advances in data standards and capabilities enabled you build more robust automation capabilities?
- What are some of the performance improvements that have been made as a direct result of automation and how do you quantify the value add from leveraging automation technologies?
- To what extent have you been able to augment and enhance manual processes with automation technologies and how has this freed up the time of your teams to move to value-add activities?
- How do you see the future of the Ops function developing as automation capabilities become more advanced and to what extent will it be possible to build ‘No Touch’ operational processes?
Donogh McAlonan
Global Head of Investment OperationsRedwheel
Martin Ware
Head of EMEA OperationsVanguard
What are your criteria for evaluating Data & Analytics Technology providers – come prepared to share your wish list
Taking place under Chatham House Rule, join an interactive round table with your investment operations buy side peers to brainstorm solutions collaboratively and openly to your most pressing challenges.
Track A – Data Innovation
12:25 pm - 1:10 pm Roundtable 1 - Title TBC Celine Schoenmackers - COO, Degroof Petercam Asset ManagementTrack A – Data Innovation
12:25 pm - 1:10 pm Roundtable 2 - Title TBC Eigil Ingebretsen - Global Head of Investment Control & Analytics, Storebrand Asset Management
Track A – Data Innovation
12:25 pm - 1:10 pm Roundtable 3 - Title TBC Antti Sorsa - COO, Mandatum Asset ManagementTrack A – Data Innovation
12:25 pm - 1:10 pm Roundtable 4 - Title TBCWhat are your criteria for evaluating Workflow Automation Technology providers – come prepared to share your wish list
Taking place under Chatham House Rule, join an interactive round table with your investment operations buy side peers to brainstorm solutions collaboratively and openly to your most pressing challenges.
Track B – Automation
12:25 pm - 1:10 pm Roundtable 1 - Title TBC Andries Diener - Executive Director, Investment Operations, IFM Investors
Track B – Automation
12:25 pm - 1:10 pm Roundtable 2 - Title TBC Tom Cunningham - Head of Investment Operations, Hargreaves LansdownTrack B – Automation
12:25 pm - 1:10 pm Roundtable 3 - Title TBC Stephen Fisher - Head of Trade Services and International Business Support, Amundi
Track B – Automation
12:25 pm - 1:10 pm Roundtable 4 - Title TBC Sirpa Yrjönmäki - Head of Investment Operations, Mandatum Asset ManagementWhat are your criteria for evaluating AI & Machine Learning Technology providers – come prepared to share your wish list
Taking place under Chatham House Rule, join an interactive round table with your investment operations buy side peers to brainstorm solutions collaboratively and openly to your most pressing challenges.
Track C - AI and Machine Learning
12:25 pm - 1:10 pm Roundtable 1 - Title TBC Shane Cahill - Chief Investments Operating Officer, Irish Life Investment ManagersTrack C - AI and Machine Learning
12:25 pm - 1:10 pm Roundtable 2 - Title TBC Suling Tsang - Investments COO, GIB Asset ManagementTrack C - AI and Machine Learning
12:25 pm - 1:10 pm Roundtable 3 - Title TBCTrack C - AI and Machine Learning
12:25 pm - 1:10 pm Roundtable 4 - Title TBC
1:10 pm - 2:10 pm
Networking Lunch
1:00 pm - 2:00 pm
Innovation Workshop
1:00 pm - 2:00 pm
Innovation Workshop
Drill Down Technology Roundtables: Evaluate the latest data and technology providers with your peers to understand who is best placed to meet your front-back cross-asset investment operations needs.
Break into groups of 10 buy side and sit with each provider on roundtables to engage in an open Q&A discussion with your peers
*Each roundtable lasts 20 minutes*
Spotlight on Innovative Technology
Track A – Data Innovation
2:10 pm - 4:00 pm Roundtable 1: CassiniSponsored by: Cassini
Track A – Data Innovation
2:10 pm - 4:00 pm Roundtable 2: SaphyreSponsored by: Saphyre
Track A – Data Innovation
2:10 pm - 4:00 pm Roundtable 3: FIA TechSponsored by: FIA Tech
Track A – Data Innovation
2:10 pm - 4:00 pm Roundtable 4: TBCTrack B – Automation
2:10 pm - 4:00 pm Roundtable 1: DucoSponsored by: Duco
Track B – Automation
2:10 pm - 4:00 pm Roundtable 2: S&P GlobalSponsored by: S&P Global
Track B – Automation
2:10 pm - 4:00 pm Roundtable 3: SimCorpSponsored by: SimCorp
Track B – Automation
2:10 pm - 4:00 pm Roundtable 4: ArcesiumSponsored by: Arcesium
Track C - AI and Machine Learning
2:10 pm - 4:00 pm Roundtable 1: Gresham TechnologiesSponsored by: Gresham Technologies
Track C - AI and Machine Learning
2:10 pm - 4:00 pm Roundtable 2: LinedataSponsored by: Linedata
