Nick Carpenter

Nick Carpenter

COO EFG Asset Management

Main Day 1 | 16th September

12:10 PM Fire Side Chat: Transforming the Operations Lifecycle: How can you update your operating model from client on boarding to reporting – achieving seamless orchestration across teams and asset classes?

  • How are firms breaking down silos to achieve true front-to-back integration across onboarding, trading support, and post-trade functions?
  • How are you evolving toward standardised, real-time data and shared data layers to enable a seamless end-to-end lifecycle?
  • How do you balance the need for cross-asset scale and common capabilities with maintaining asset-class specialisation?
  • How are you meeting evolving client expectations across onboarding, servicing, and reporting without introducing additional operational complexity?

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

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