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.

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

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