Event Information

 

Leading fund management operations and investment professionals from across North America will provide insight into the latest market trends and ongoing regulatory developments. Our expert speakers provide innovative strategies and constructive debate on the current financial landscape.


Fund Operator Virtual | North America 2021 is an online event providing a content-rich agenda of collaborative workshops, focusing on the pioneering role of data and machine learning in operational processes, alongside thought-provoking expert debates on the changing role of investor preferences and customer experiences. Learn more about the growing prevalence of ESG and the future of Fund Operations in the North American region.

RESERVE YOUR PLACE AT THE 2021 VIRTUAL SUMMIT

GET IN TOUCH to enquire about 2021 participation at registrations@clearpathanalysis.com or to discuss Sponsorship opportunities please contact noelhillmann@clearpathanalysis.com


KEY BENEFITS OF PARTICIPATING

BENEFIT 1
PREMIUM ONLINE NETWORKING :

 

Connect with like-minded fund operations professionals, share your ideas, experiences and challenges.

BENEFIT 2
OPERATIONS FOCUS :

 

Discuss and debate the role of data and machine learning in operational processes, the changing role of investor preferences and customer experiences, and more.

BENEFIT 3
INTERACTIVE AGENDA :

 

A research-based and peer-led agenda featuring informative keynote presentations, inspiring panel debates and engaging workshop sessions. Join your peers and debate the trending topics in the minds of Chief Operating Officers and Data Management professionals.

BENEFIT 4
INFORMATIVE WORKSHOPS :

 

Connect with your peers in small groups online, to challenge your existing thinking and open your mind to alternative approaches.

BENEFIT 5
LEARN FROM INDUSTRY PIONEERS :

 

Explore the latest trends in fund management operations alongside the biggest names in the industry. Hear their perspectives, experiences and top tips and present your burning questions during live Q&A.

2021 SPEAKERS

SEE ALL SPEAKERS

2021 SPEAKERS

SEE ALL SPEAKERS

INDUSTRY PROFESSIONALS IN ATTENDANCE

Chief Operating Officers
Managing Partners & Directors
Heads of Business Strategy
Chief Technology Officers
Chief Risk Officers
Heads of Data and Information
Heads of Operational Risk
Finance Directors
Chief Compliance Officers
Heads of Change or Product Delivery

Agenda

13:50 - 16:00

Day One – Tuesday 28th September - Innovation, Technology and Future Proofing of Operations

13:50 - 14:00

Chairman’s welcoming remarks and instructions on day to attendees

  • Noel Hillmann

    CEO

    Clear Path Analysis

14:00 - 14:40

AUDIENCE DISCUSSION: Debt and Emerging Markets in a post-pandemic world: forecasts for the future

14:40 - 15:20

KEYNOTE PRESENTATION: Exchange Traded Funds: a case study of their use in institutional finance as a trading instrument

  • Raghu Ramachandran

    Head of Insurance Asset Channel

    SP Global

15:20 - 16:00

PANEL DEBATE: Fund operations in times of crises: balancing outsourcing and in-house innovation during periods of market volatility.

  • Evan Fire

    Chief Operating Officer

    Pzena Investment Management

  • Khadeeja Bassier

    Chief Operating Officer

    Ninety One

  • Ross LeBlanc

    Product Manager for Innovation

    SimCorp

16:00 - 16:00

End of Day One and Further Networking Time

13:50 - 16:00

Day Two – Wednesday 6 th October - Data management and innovative platforms

13:50 - 14:00

Chairman’s welcoming remarks and instructions on day to attendees

  • Noel Hillmann

    CEO

    Clear Path Analysis

14:00 - 14:40

PANEL DEBATE: How to use data effectively: balancing the desire for more data whilst minimising the operational risk

  • Thomas Heck

    Chief Investment Officer

    Ball State University Foundation

  • Marianne O

    Co-Founder and Principle Portfolio Manager

    Lumen Global Investments

14:40 - 15:20

FIRESIDE CHAT: Reflections on a career: how technology and surveillance can revolutionise global regulatory reporting and compliance

  • Joseph Lodato

    Global Head of Compliance Technology and Surveillance

    Guggenheim Partners

15:20 - 16:00

AUDIENCE DISCUSSION: Applied portfolio management and risk adjusted investments: how to create and implement a robust corporate strategy

  • Evan Fire

    Chief Operating Officer

    Pzena Investment Management

16:00 - 16:00

End of Day Two and Further Networking Time

13:50 - 16:00

Day Three – Thursday 14 th October - Operational resilience and the looking to the future 

13:50 - 14:00

Chairman’s welcoming remarks and instructions on day to attendees

14:00 - 14:30

KEYNOTE PRESENTATION: The increased criticality of fund allocations: reviewing the impacts of national inflation and under-allocation of international stocks on investment portfolios

  • Kevin Mahn

    President and Chief Investment Officer

    Hennion & Walsh Asset Management

14:40 - 15:20

PANEL DEBATE: How to remain relevant throughout changing investor preferences and customer experiences in fund operations

  • Patrick Waters

    Head of ESG Marketing

    Wells Fargo Asset Management

  • Paul Fahey

    Head of Investment Data Science, Asset Servicing

    Northern Trust

  • Jack Tamposi

    Senior Analyst, U.S. Institutional

    Cerulli Associates

15:20 - 16:00

KEYNOTE PRESENTATION: Multi-Asset Solutions in a Data Driven World: creating a robust and scalable global operating platform

  • Rob Balkema

    Senior Director and Head of Multi-asset North America

    Russell Investments

16:00 - 16:00

End of Day Three and the 2021 Summit

MARKET INSIGHT & INTELLIGENCE

 

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EVENT

Fund Operator Summit | Europe 2021

EVENT DATE
17 & 18 NOVEMBER 2021

Details
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WEBINAR

A Paradigm Shift in Data Management

EVENT DATE
10 MARCH 2021

Details
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REPORT

Fund Technology, Data & Operations, Europe 2021

PUBLISHED
25 January 2021

Details
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REPORT

Fund Technology Data & Operations, North America 2020

PUBLISHED
14 September 2020

Details

GET IN TOUCH TODAY

 

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

MILENA KOSTADINOVA

Marketing & Operations Assistant

milenakostadinova@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com

CONTENT ENQUIRIES

SARAH COOLICAN

Content Producer

sarahcoolican@clearpathanalysis.com