28TH SEPTEMBER, 6TH & 14TH OCTOBER 2021 | VIRTUAL EVENT
The programme for the Fund Operator Virtual | North America 2021 is currently in production. If you would like to participate in a keynote presentation or panel debate, please contact Sarah Coolican, Content Producer, at sarahcoolican@clearpathanalysis.com.
Day One – Tuesday 28th September - Innovation, Technology and Future Proofing of Operations
Chairman’s welcoming remarks and instructions on day to attendees
Noel Hillmann
CEO
Clear Path Analysis
AUDIENCE DISCUSSION: Debt and Emerging Markets in a post-pandemic world: forecasts for the future
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
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
End of Day One and Further Networking Time
Day Two – Wednesday 6 th October - Data management and innovative platforms
Chairman’s welcoming remarks and instructions on day to attendees
Noel Hillmann
CEO
Clear Path Analysis
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
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
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
End of Day Two and Further Networking Time
Day Three – Thursday 14 th October - Operational resilience and the looking to the future
Chairman’s welcoming remarks and instructions on day to attendees
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
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
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
End of Day Three and the 2021 Summit
OPERATIONS ENQUIRIES
Marketing & Operations Assistant
