Bill Gourlay

Managing Director Independent Consultants Network

Bill provides management consulting services across the financial services and technology sectors, primarily focused on commercial, product and marketing transformation. He is also a Non-Executive Director for the Childrens Investment Fund Foundation. He has over 30 years of financial industry experience spanning the asset owner, asset manager, service provider and FinTech spaces. Former leadership roles include Group Chief Commercial Officer at Carne Group, Partner at Aon, CEO of Idea Group and a variety of other senior positions at LGIM, SWIFT, RBC, State Street and Deutsche Bank.

Buy Side Data Innovation Day | 20th October

11:30 AM Keynote Presentation: Boosting Operational performance with data and tech innovation: How can data, operations and technology teams best collaborate to deliver optimised business outcomes and enhance operational performance?

How can firms extract maximum value from AI-driven analytics to enhance operational decision-making?
What are the biggest roadblocks to implementing a unified data strategy across asset classes?
How can firms create a culture that encourages innovation and data-driven transformation?

Main Day 1 | 21st October

4:10 PM 360 Perspective Panel: Building Talent Pipelines & Programs: How can you create a talent strategy that ensures retention and team upskilling, whilst attracting new skillsets into the operations function?

How can firms adapt their hiring strategies to attract top talent in emerging areas like AI, automation, and data science?
What are the most effective strategies for upskilling existing teams to ensure they remain competitive in an evolving operations landscape?
How can firms balance the need for specialized expertise with the demand for cross-functional operational skill sets?

Main Day 2 | 22nd October

8:50 AM Chairperson’s Opening Remarks

10:25 AM Guest Keynote: Unlocking the Future: How Asset Managers Can Unlock Real Operational Value with Generative AI by Starting Small and Scaling Smart?

What are the most promising generative AI use cases emerging in investment operations, and how do you prioritize where to begin?
How can firms balance experimentation with governance to safely scale generative AI across operational workflows?
What lessons has Allianz Global Investors learned from early pilots, and what are the key enablers of long-term transformation?

11:30 AM Keynote Interview: From Strategy to Execution: The Future of Operations and Technology in Capital Markets Operations – a spotlight with BNP Paribas

How is the role of operations and technology evolving in response to market structure changes, regulatory complexity, and client expectations?
How do you balance the need for global process standardization with the demands of local market nuances across regions like EMEA, APAC, and the Americas
What are the strategic priorities and technologies BNP Paribas is targeting to future-proof its global operations

Check out the incredible speaker line-up to see who will be joining Bill.

Download The Latest Agenda