InvestOps Europe 2024
23 - 25 September, 2024
The Oval, London
Day 1 | 24th September
7:30 am - 8:25 am
Conference Registration
8:25 am - 8:30 am
Welcome Address: Rory Pilbrow, Editorial Director, WBR
8:30 am - 8:40 am
Chairperson’s Opening Remarks
Virginie O’Shea -
CEO and Founder,
Firebrand Research
CEO Spotlight
8:40 am - 9:00 am
CEO Interview: Aligning Business Strategy with Ops Capabilities: How can you create cross functional collaboration between front to back teams to align on shared goals and drive holistic business transformation?
- What are the major business strategies and priorities that your firm will be building towards in 2025?
- To what extent do operational capabilities and transformations influence overall business strategy and how do you create alignment with operational teams around shared business objectives?
- To what extent are digital transformation initiatives helping to break down silos throughout your firm and can you give examples of how this is boosting performance?
- How have enhanced Ops capabilities enabled your firm to create new value add initiatives such as new product launches and enhanced client experiences?
Defining Future State Operating Models
9:00 am - 9:40 am
COO Panel: The Target Operating Model Of 2024 and beyond: How can you tap into the latest innovations to build a market leading operations function that best responds to evolving market dynamics, increasing client demands and new regulatory reforms?
Mike Tumilty -
COO,
Aegon Asset Management
Des Pierce -
COO,
Mercer Global Investments Europe Ltd
- What are the major Ops capabilities that need to be developed to ensure that your Ops function is building towards wider business goals?
- How are new digital tools and technologies enabling your Ops function to develop new capabilities advancing the pace of transformation at your firm?
- To what extent are these new capabilities drivers of business strategy?
- How can you scale transformational initiatives across regions and functions?
- How are you managing the roll out of Ops capabilities across regions and throughout operational teams?
9:40 am - 10:10 am
Keynote Case Study: Janus Henderson Digital Transformation Journey: How we broke down silos between Ops and Tech teams to build a digital-first operating model and equipped our team to thrive in a fast-evolving landscape
Chris Herringshaw -
CTO,
Janus Henderson Investors
JR Lowry -
COO,
Janus Henderson Investors
Panos Nikopolitidis -
Global Head of Operations,
Janus Henderson Investors
10:10 am - 10:30 am
Sponsored Keynote Interview: Title TBC
10:30 am - 11:00 am
360 Perspective Panel: Front-to-back VS Best of Breed Providers: How can you assess which tech platforms and tools are best equipped to support your trading strategies and how can you scale capabilities to further streamline the trade life cycle?
Mike Tumilty -
COO,
Aegon Asset Management
Eigil Ingebretsen -
Global Head of Investment Control & Analytics,
Storebrand Asset Management
Maria Isaza -
Managing Director, Global Head of Investment Operations,
Man Group
Greg Mackay -
Head of Public Market Operations,
Abrdn
Richard Dodds -
Partner – Consulting,
Davies Group
- What are the major considerations that need to be made when it comes to deciding between a front to back trading platform vs building more bespoke post trade capabilities and systems?
- How can you best manage the migration from legacy platforms to next generation technologies?
- What are the various advantages / disadvantages of front to back platforms and best of breed set ups?
- Is it desirable or feasible to have a front to back platform that supports a multi asset trading strategy without any specialist systems servicing more complex asset classes?
Richard Dodds
Partner – ConsultingDavies Group
11:00 am - 11:40 am
Networking Break
11:00 am - 11:40 am
Innovation Workshop
11:00 am - 11:40 am
Innovation Workshop
Preparing for T+1
11:40 am - 12:00 pm
Guest Speaker Keynote: The pathway to T+1 Settlements in the UK: What are the official milestones and requirements that will need to be met in the UK’s transition to T+1 settlement cycles?
Charlie Geffen -
Chair of The Accelerated Settlement Workforce,
HM Treasury
Charlie Geffen
Chair of The Accelerated Settlement WorkforceHM Treasury
12:00 pm - 12:30 pm
Panel: Meeting T+1 requirements in Europe: How can you automate settlement processes to reduce manual workloads and enable your team to focus on the most complex tasks?
Anne Louise McCormack -
Director, Head of Trade Management Services,
Fidelity International
Ian Lloyd -
SVP Investment Operations,
Alliance Bernstein
Roy Saadon -
CEO,
Access Fintech
Val Wotton -
Managing Director and General Manager of Institutional Trade Processing (ITP),
DTCC
- Do you currently have the technology capabilities to streamline settlements to meet the T1 target?
- What data standards do you need to have in place to leverage automation tech to enable trades to be settled within 24 hours?
- To what extent will you need to restructure the workloads & processes of manual teams to enable automation to handle most settlement processing?
Anne Louise McCormack
Director, Head of Trade Management ServicesFidelity International
Val Wotton
Managing Director and General Manager of Institutional Trade Processing (ITP)DTCC
Launching Multi Asset Operations
12:30 pm - 1:00 pm
Panel: Servicing Multi Asset Funds: How can you enhance your cross-asset operations capabilities to support more complex investment products and boost overall business performance?
Michaela Munro -
UK COO Alts,
AXA Investment Managers
Jessica Ciavucco -
Global Head of Trade Management,
Man Group
Ryan Atkinson -
Head of Operations,
Intermediate Capital Group
- To what extent is a drive for more diverse investment opportunities necessitating an overhaul of operational capabilities?
- How can you best integrate capabilities in traditional asset classes with new capabilities in alts to ensure a seamless processing of multi asset funds?
- How can the Ops function become an enabler for business value by upgrading capabilities in emerging asset classes?
Michaela Munro
UK COO AltsAXA Investment Managers
Jessica Ciavucco
Global Head of Trade ManagementMan Group
Ryan Atkinson
Head of OperationsIntermediate Capital Group
1:00 pm - 2:00 pm
Lunch Networking Break
1:00 pm - 2:00 pm
Buy Side Workshop
1:00 pm - 2:00 pm
Buy Side Workshop
Track A: T+1 Implementation Strategies
2:00 pm - 2:25 pm Fireside Chat: Building around the clock T1 Capabilities: How can you scale your operational capabilities to best support your global trading desks and comply with shortening settlement cycle requirements? Mark Austin - Head of Trade Support, Connor, Clark & Lunn Financial Group Jason Rughoonundon - VP Investment Operations, Nuveen- To what extent can you scale / implement solutions established for the US T+1 deadline across European geographies to benefit from cost efficiencies?
- Do you have the operational capacity globally to cover 24 hour trading a settlement and to what extent can outsourced capabilities be used to support this?
- What is the timescale in terms of achieving a global T+1 settlement model – what are the next steps after capabilities are implemented throughout European Operations
Jason Rughoonundon
VP Investment OperationsNuveen
Track A: T+1 Implementation Strategies
2:25 pm - 2:45 pm Sponsored Keynote Presentation: How can you best align your pre-trade data standards to streamline post trade processing to be T1 ready?Track A: T+1 Implementation Strategies
2:45 pm - 3:10 pm Fireside Chat: The Pathway to T0 Settlements: How can you continue to develop the trajectory set by T+1 to create new capabilities that will support ‘Real Time’ T0 trading and settlement? John Walsh - Director, Trade Operations and Services, Fidelity Investments Lia Oyman - Senior Manager Derivatives & Emerging Assets, Franklin Templeton- What are the major blockers that prevent T0 settlements a reality today?
- Once the regulation is in place for T+1 across Europe, how feasible & what should be the timescale in terms of moving towards real time settlement?
- What major technology and data innovations will be critical when it comes to developing a T0 Operating model?
Track A: T+1 Implementation Strategies
3:10 pm - 4:00 pm Networking BreakTrack B: Transforming Multi Asset Operational Capabilities
2:00 pm - 2:25 pm Fireside Chat: Overcoming Data Standardisation Challenges: How can you enable greater data connectivity and standardisation to best support the rise in multi-asset investments? Matt Giordmaina - Head of Reconciliation, Investment Operations, Man Group- To what extent is it possible to standardise and integrate data sources covering multiple asset classes?
- What are the major challenges of standardising cross asset data sources and how can you best overcome these challenges to reduce complexity?
- Do you have a cross asset data strategy and technology platforms that enables a single view over multi asset trading or is cross asset data kept in siloed systems?
Matt Giordmaina
Head of Reconciliation, Investment OperationsMan Group
Track B: Transforming Multi Asset Operational Capabilities
2:25 pm - 2:45 pm Sponsored Keynote Presentation: Title TBCTrack B: Transforming Multi Asset Operational Capabilities
2:45 pm - 3:10 pm Fireside Chat: Operating in Private Markets: How can you build the operational capabilities required to navigate private market complexities and thrive in this opaque landscape? Claire George - Chief Operating and Technology Officer, Savills Investment Management Andries Diener - Executive Director, Investment Operations, IFM Investors Thomas Vinding - Head of Investment Operations, Nordea Asset Management- To what extent is scaling into private markets a business priority and what role do ops teams have in supporting this strategy?
- With the lack of data access and standardisation, how can you factor private markets into wider business data processes and technologies?
- How can you best partner with specialised outsourced vendors to scale private market operations?
Claire George
Chief Operating and Technology OfficerSavills Investment Management
Track B: Transforming Multi Asset Operational Capabilities
3:10 pm - 4:00 pm Buy Side WorkshopTrack A: Capitalising on Outsourcing Opportunities
4:00 pm - 4:20 pm Fireside Chat: Combatting increasing cost pressures: How can outsourcing strategies alleviate the cost burden of building in house teams and capabilities? Darren Johnson - COO, Impax Asset ManagementDarren Johnson
COOImpax Asset Management
Track A: Capitalising on Outsourcing Opportunities
4:20 pm - 4:40 pm Fireside Chat: Supporting more complex client offerings: How can specialist vendors and outsourced providers enable your firm to rapidly scale new market offerings and operational capabilities?Track A: Capitalising on Outsourcing Opportunities
4:40 pm - 5:00 pm Fireside Chat: Integrating In-House & Outsourced capabilities: How can you best align your current tools and processes with new outsourced partnerships to ensure seamless integration of cross functional Ops processes?Track B: Reimagining Core Operational Processes
4:00 pm - 4:20 pm Fireside Chat: Client and Regulatory Reporting: How are developing client and regulator demands shaping the transformation of reporting capabilities? Lia Oyman - Senior Manager Derivatives & Emerging Assets, Franklin TempletonTrack B: Reimagining Core Operational Processes
4:20 pm - 4:40 pm Fireside Chat: Managing Operational Risk: How can you embed robust risk measures into operating processes to reduce failures and manage associated cost?Track B: Reimagining Core Operational Processes
4:40 pm - 5:00 pm Fireside Chat: Reconciliation: How has the development of reconciliation tools enabled you to streamline and automate record keeping processes across increasingly complex data sets? Matt Giordmaina - Head of Reconciliation, Investment Operations, Man GroupMatt Giordmaina
Head of Reconciliation, Investment OperationsMan Group
Track C: Spotlight on Technology Innovation
4:00 pm - 4:20 pm Client Case Study Presentation: Private Markets Optimisation: How are new technology developments within the private markets space helping firms to enhance and streamline private market offerings?Track C: Spotlight on Technology Innovation
4:20 pm - 4:40 pm Client Case Study Presentation: Seamless Client-On-Boarding: How can you leverage the latest tech developments to seamlessly on-board new client accounts?Track C: Spotlight on Technology Innovation
4:40 pm - 5:00 pm Client Case Study Presentation: Operating in The Cloud: How can cloud developments enable you to further scale operational capability and boost processing speeds?Track D: Heads of Investment Operations
4:00 pm - 5:05 pm Working Group: Buy Side Boardroom: Evaluating Head of Investment Operations’ transformational priorities: What are the core capabilities and technologies that need to be upgraded to offer market leading service levels and drive revenue generation?Future Proofing Investment Operations
5:05 pm - 5:45 pm
Advisory Board Panel: The Ops Crystal Ball: What are your hopes and predictions for the future of the Ops function and how can you set the wheels in motion today for transformations that will define your function in the short, medium and long-term?
Krzysztof Wierzchowski -
Global VP Securities Services and Board Member,
Franklin Templeton
Siobhan Clarke -
Chief Investment Operations Officer,
Royal London Asset Management
Martin Kwiatkowski -
Global Operations Director,
Abrdn
Danielle Johnson -
COO Europe,
Principal Global Investors
- What are the major obstacles & challenges that you would like to see the Ops function overcome if you could implement an instant transformation at your firm?
- How do you see technologies such as AI changing the way in which post trade teams operate? In the next year, the next 5 years and the next 10 years?
- What are your hopes for the industry more widely and what role do post trade teams have to play in realising some of these aspirations?
- What are your predictions for how the Ops function will develop and how can you do the work today to ensure that this vision is realised?
Danielle Johnson
COO EuropePrincipal Global Investors