Agenda (EDT time zone)

8:15AM - 9:10AM

BREAKFAST AND NETWORKING

9:10AM - 9:15AM

CHAIRMAN'S OPENING ADDRESS

  • Kenneth Lamar

    Principal Partner

    Lamar Associates LLC

9:15AM - 9:45AM

FIRESIDE CHAT: How regulators are supporting the financial industry navigate through the financial risks of climate change



  • Kenneth Lamar

    Principal Partner

    Lamar Associates LLC

  • Dr. Yue (Nina) Chen

    Executive Deputy Superintendent, Climate Risk Division

    New York Department of Financial Services

9:45AM - 10:45AM

PANEL DISCUSSION: Overcoming the myriad challenges of implementing ESG into investment operations

  • Kenneth Lamar

    Principal Partner

    Lamar Associates LLC

  • Suzanne Smore

    Chief Operating Officer of Risk

    State Street Global Advisors

  • Hannah Herold

    Director of ESG Research

    American Century Investments

  • Ben Harper

    Managing Director, Head of ESG

    Stonepeak Infrastructure Partners

  • Scott Kurland

    Managing Director

    SS&C Insurance Solutions

  • Bradley Jones

    Head of ESG Strategy

    AQR Capital Management

10:45AM - 11:15AM

DISCUSSION: Executing a digital transformation without breaking the bank

  • Kenneth Lamar

    Principal Partner

    Lamar Associates LLC

  • Arthur Melkonian

    Chief Operating Officer

    Equinox Partners

  • Sohel Hussain

    Director of Investment Operations

    Meyer Memorial Trust

11:15AM - 11:30AM

MORNING REFRESHMENTS & NETWORKING

11:30AM - 1:00PM

TALKING TABLE WORKSHOPS 

Reserved for fund management group representatives only plus invited other delegates by our Workshop Leaders.

The audience splits into five groups to attend each of three workshops on differing subjects chosen by the Sponsor who host three sessions

 

STREAM 1 : 11:30AM - 1:00PM

Risk Managing an Outsourced Process

Hosted by SS&C Technologies

  • Adam Salter

    Solutions Consultant

    SS&C Technologies

STREAM 2 : 11:30AM - 1:00PM

Harnessing Insights and Innovation through an Optimized Data Management Infrastructure

Hosted by Arcesium

  • Matt Weisman

    VP of Business Development

    Arcesium

1:00PM - 1:45PM

LUNCH

1:45PM - 2:15PM

PANEL DISCUSSION: The end of 9-to-5? Labor shortages, real estate surpluses and the future of company culture

  • Tim Jager

    Senior Manager

    Meradia

  • Craig Peretz

    Chief Financial Officer

    Golden Eagle Strategies

  • Evan Fire

    Chief Operating Officer

    Pzena Investment Management

2:15PM - 2:45PM

DISCUSSION: How can fund managers effectively incorporate digital assets into their product line-up

  • Simon Zais

    Senior Consultant

    Capco

  • Russ Grimaldi

    Chief Compliance

    Horizon Kinetics

  • Matthew Fetta

    Chief Operating Officer

    CoinFund

2:45PM - 3:15PM

DISCUSSION: How marketing and client relations have evolved in the post-Covid world

  • Simon Zais

    Senior Consultant

    Capco

  • Patrice Trichon

    Head of Marketing, Client Reporting and Digital

    Brown Brothers Harriman

  • Kenneth Lamar

    Principal Partner

    Lamar Associates LLC

3:15PM - 3:30PM

AFTERNOON REFRESHMENTS & NETWORKING

3:30PM - 4:00PM

PANEL DISCUSSION: Organizing and utilizing data to create efficiencies across departments

 

  • Tim Jager

    Senior Manager

    Meradia

  • Julia Bardmesser

    Head of Data, Architecture and CRM development

    Voya Investment Management

  • Alex Golbin

    Chief Data Officer

    Morningstar

4:00PM - 4:30PM

PANEL DISCUSSION: Industry Operations: Key Initiatives for Middle- and Back-Office Investment Management Functions

  • Joanne Kane

    Chief Industry Operations Officer

    Investment Company Institute

4:30PM - 6:00PM

END OF CONFERENCE & DRINKS RECEPTION

GET IN TOUCH TODAY

 

MARKETING AND OPERATIONS ENQUIRIES

JENNA WILLIAMS

Head of Marketing and Operations

jennawilliams@clearpathanalysis.com

SPONSORSHIP ENQUIRIES

NOEL HILLMANN

Chief Executive Officer

noelhillmann@clearpathanalysis.com