InvestOps Europe 2025
20 - 22 October, 2025
CNIT Forest, Paris
Day One – 7th September
All times in CET
9:50 am - 9:55 am
Welcome Address: Lauran Webb, Editorial Director, InvestOps
9:55 am - 10:00 am
Chair’s Opening Remarks
Virginie O'Shea -
CEO and Founder,
Firebrand Research
BUILDING A RESILIENT OPERATING MODEL
10:00 am - 10:15 am
Opening COO Interview: What is the future role of the Head of Investment Operations and how can you adapt your operating model to attract, develop and retain top talent to drive change in the post-pandemic landscape?
Mike Tumilty -
Global Chief Operating Officer,
abrdn
Virginie O'Shea -
CEO and Founder,
Firebrand Research
10:15 am - 10:45 am
Speed Networking - What are top priorities / biggest challenges over the next 6 months?
Join this virtual speed networking session to break the ice and make new connections with your peers. Spend 4 minutes in a virtual Zoom room with 2 of your industry colleagues and collaborate on quick fire questions and key interest areas, before moving into the next Zoom room. Leave this session with key insights into top challenges and opportunities in today’s market.
10:45 am - 11:05 am
Buy Side Fireside Chat: Integrating a next-generation operating model: How can you better streamline your people, processes and technology to drive greater investment efficiencies in times of market adversity?
Krzysztof Wierzchowski -
Vice President Securities Services,
Franklin Templeton Investments
Chris Nunn -
Head of Middle Office Product Development, Securities Services,
Citi
Sean Kennedy -
Head of Investment Operations EMEA,
Vanguard
11:05 am - 11:25 am
Fireside Chat: What technological innovations should you evaluate now to re-design your operating model and enable your firm to thrive in the post-Brexit and COVID-19 environment?
Sean Kennedy -
Head of Investment Operations EMEA,
Vanguard
Alexandra Derrien -
Head of IT and Engineering (CIO),
BNP Paribas Securities Services UK
Virginie O'Shea -
CEO and Founder,
Firebrand Research
11:25 am - 11:45 am
Coffee break and peer-to-peer meetings
Join us for this live networking session with your buy side peers alongside private business meetings for you to benchmark solution provider. Simply message the team in the chat with the name of who you’d like to meet with, and we will organise it for you.
ACHIEVING DATA-DRIVEN OPERATIONAL EXCELLENCE
11:45 am - 12:05 pm
Fireside Chat: Leveraging AI, ML and RPA: How can you implement data-driven processes to increase automation, reduce operating costs and provide your operations team with a competitive edge?
Hugh Burden -
Commercial Director,
AutoRek
Henrik Bestue -
Head of Middle Office Operations,
Nordea Asset Management
• What the prerequisites are for adopting these technologies
• Areas of the business that benefit most from automation
• Where will it all end – how far will these technologies go in the FinOps space
- Changing definitions: in 2021, what do we mean by outsourcing?
- Ensuring operational resilience in an outsourced model – and where the responsibilities lie
- Balancing scale and efficiency vs concentration risk: is there a perfect answer?
- Front-to-back outsourcing: will the debate continue for another 10 years, or will a standardised model emerge?
- Defining Optimal Data Architecture for Operational, Transactional & Master Data Management
- Enabling a Data Governance and Stewardship Program for building Enterprise Confidence and Conviction in data sets
- Scaling Data Distribution seamlessly via Tools and Platforms to Enable Self Service Reporting & Analytics
- Institutionalizing Data Ingestion (Automation) across Structure, Semi Structured and Unstructured Data Sets
- Processing ESG Data sets to drive ESG Analytics & Attribution & service Broader ESG Mandates for Impact Investing
Join an interactive virtual boardroom with your investment operations peers to collaboratively brainstorm solutions to your most pressing challenges
BUY SIDE BOARDROOM
12:50 pm - 1:10 pm
Fireside Chat: How can you best harness cloud-based solutions to store, manage and analyse your datasets and improve transparency, reporting and service quality across your operations division?
Cliff Warner -
SVP Head of Technology and Operations,
Kuwait Investment Office
Duncan Cooper -
Head of EMEA Region,
BNY Mellon OMNISM Digital Services
Virginie O'Shea -
CEO and Founder,
Firebrand Research
Edward Boag -
Head of Outsourced Operations Control, Pricing and Valuation Modelling,
NN Investment Partners
• The cloud is here and it is democratizing data foundations. As a pool of computing capabilities, it does not necessarily reduce costs, but it does make capabilities available to more than just the largest firms.
• Data is the core component of cloud-based solutions, and separating data from its format or transport is key to making it useful. That way, just one set of data can power client reporting, regulatory reporting and data insights and analytics—what differs is the manner in which you use it.
• Supply chain analytics—that is, data on the processing of data—and capturing it more quickly (like in real time) helps drive a better understanding of your business
Edward Boag
Head of Outsourced Operations Control, Pricing and Valuation ModellingNN Investment Partners
1:10 pm - 1:40 pm
Fireside Chat: Client Book of Record: How can you measure the evolving use of data and distribution analytics in asset management?
Charles Berry -
Senior Director Software,
SS&C Technologies
Mike Tumilty -
Global Chief Operating Officer,
abrdn
Dominic Hobson -
Principal at Hobson Cardew and Co-founder,
Future of Finance
- As part of better understanding their investor base, a number of asset managers are now looking to build a comprehensive Client Book of Record (CBOR) to tie into and inform their IBOR
- This CBOR brings together a view of the asset managers global relationship with investors and distributors across multiple fund domiciles and distribution markets
- Allows a view of which clients are holding what assets, to what purpose, over what period and in what combination with other funds and assets
- This panel discussion will focus on how asset managers can start building a CBOR, the practical benefit it can bring and how it can better inform product design and the use of distribution analytics
1:40 pm - 2:00 pm
Lunch break and peer-to-peer meetings
Join us for this live networking session with your buy side peers alongside private business meetings for you to benchmark solution provider. Simply message the team in the chat with the name of who you’d like to meet with, and we will organise it for you.
BUY SIDE BOARDROOM
2:00 pm - 2:45 pm
Buy Side Boardroom: Re-thinking your Geographic strategy: What are the operational efficiencies resulting from nearshoring and offshoring strategies?
Sebastian Blandizzi -
Global Chief Technology & Operations Officer,
Fiera Capital
Ivan Saldanha -
Former COO,
BNP Paribas Canada
Steve Gauthier -
Vice President, Corporate Development,
Finance Montreal
Eric Kucharsky -
Director, London Office,
Invest Quebec International
· Rethinking Your Geographic Strategy
· Nearshoring & Offshoring Operations, Data, and Tech
o Integrated Approach
o Strategies for Success
o Cost Savings without Compromising Quality
· Live Testimonial: BNP Paribas’ & Fiera Capital’s Nearshore & Offshore Experiences
2:45 pm - 3:05 pm
Interview: Interoperability between technology platforms: How can your firm accelerate interoperability between your existing providers and your internal technology teams?
Andrew Bullock -
Investment Client Management,
JP Morgan
Gabino Roche -
Founder & CEO,
Saphyre
Kate Chatzopoulos -
Head of Operations Workflow,
Symphony Communications
3:05 pm - 3:25 pm
Fireside Chat: 3 success factors for becoming a data-driven enterprise: How can you streamline your data sourcing, governance and analytics to achieve operational excellence and boost your bottom line?
Marcus Muentener -
Head of Customer Service & Data Operations,
SIX
Prab Pitchandi -
Head of CDO Initiatives – BFSI,
TCS Financial Solutions
Giles Elliott -
Head of Business Development, Capital Markets,
TCS Financial Solutions
Join an interactive virtual roundtable with your investment operations peers to collaboratively brainstorm solutions to your most pressing challenges
