Clear Path Analysis
Register to Attend

MAY 18, 2023 | Convene 101 Park Avenue, NYC

Take a look at the program for the Fund Operator Summit | North America 2023 below.

8:15 AM - 9:00 AM
BREAKFAST AND NETWORKING

9:00 AM - 9:20 AM
Chairman’s opening address

9:20 AM - 10:00 AM
How digital currency regulation is paving the road for responsible asset development and reducing risk for financial services firms and clients

10:00 AM - 10:45 AM
F2B: Maximizing value and performance through front-to-back transformation - can it be done successfully?

  • Walter Joyce

    Walter Joyce

    Head of Investment Services

    TIAA CREF

10:45 AM - 11:15 AM
On the same page: The merging of investment and operations systems to increase collaboration and stakeholder value

  • Arthur Melkonian

    Arthur Melkonian

    Chief Operating Officer

    Equinox Partners

  • Eric Bolisay

    Eric Bolisay

    Head of Derivatives Strategic Operations

    T. Rowe Price

11:15 AM - 11:35 AM
MORNING REFRESHMENTS & NETWORKING

11:35 AM - 1:15 PM
TALKING TABLE WORKSHOPS
1:15 PM - 2:05 PM
LUNCH

2:05 PM - 2:35 PM
Contracts, relationships and growth: Overcoming challenges to efficiently manage the operations of a global investment firm

  • Jeff Coleman

    Jeff Coleman

    Head of Investment Operations

    Mercer

  • James Kearney

    James Kearney

    Head of Global Investment Operations

    Vanguard

  • Ned Moreland

    Ned Moreland

    Chief of Staff, Global Investment Operations

    Vanguard

2:35 PM - 3:05 PM
Transparency and flexibility through the standardization of ESG data and processes across a financial service firm’s ecosystem

3:05 PM - 3:50 PM
Capitalizing on data management: Taking the steps to improve business decisions, operations, marketing and cost efficiency

3:50 PM - 4:00 PM
AFTERNOON REFRESHMENTS AND NETWORKING BREAK

4:10 PM - 4:40 PM
How can mid-sized firms and pension investment managers optimize their operations and technology to stay competitive?

  • Russell Newman

    Russell Newman

    Chief Operations Officer

    Rothschild & Co.

  • Peter Russell

    Peter Russell

    Managing Director, Credit Operations

    PSP Investments

4:40 PM - 5:25 PM
Cultivating future leaders in the current environment: Bridging the needs of firms and talent to pave the path towards success

  • Evan Fire

    Evan Fire

    Chief Operating Officer

    Pzena Investment Management

5:25 PM - 6:00 PM
END OF CONFERENCE & DRINKS RECEPTION

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