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 (EDT time zone)

02:10 - 04:00 PM

DAY ONE – TUESDAY 28th SEPTEMBER - INNOVATION, TECHNOLOGY AND FUTURE PROOFING OF OPERATIONS

02:10 - 02:20 PM

CHAIRMAN'S WELCOMING REMARKS

  • Noel Hillmann

    CEO

    Clear Path Analysis

02:20 - 02:40 PM

INTERVIEW: A future-ready mindset: using advanced analytics to harvest complex data and power scalable alternative investments

  • Thomas Pologruto

    Managing Director

    Blackstone Technology and Innovations group

02:40 - 03:20 PM

KEYNOTE PRESENTATION: Harnessing the potential of index-based strategies to manage risk and liquidity in institutional portfolios

  • Raghu Ramachandran

    Head of Insurance Asset Channel

    S&P Dow Jones Indices

03:20 - 04:00 PM

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

04:00 - 04:00 PM

END OF DAY ONE

01:50 - 04:00 PM

DAY TWO – WEDNESDAY 6TH OCTOBER - DATA MANAGEMENT AND INNOVATIVE PLATFORMS

01:50 - 02:00 PM

CHAIRMAN'S WELCOMING REMARKS

  • Noel Hillmann

    CEO

    Clear Path Analysis

02:00 - 02:40 PM

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

  • Marc A. Wright

    Head of Data Strategy

    Russell Investments

02:40 - 03:20 PM

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

03:20 - 04:00 PM

KEYNOTE PRESENTATION: Democratization of artificial intelligence: enabling digital transformation and making a workforce of the future

  • Ravi Trivedi

    Data Science Leader and Assistant Vice President

    Nuveen

04:00 - 04:00 PM

END OF DAY TWO

01:50 - 04:00 PM

DAY THREE - THURSDAY 14TH OCTOBER - OPERATIONAL RESILIENCE AND THE LOOKING TO THE FUTURE

01:50 - 02:00 PM

CHAIRMAN'S WELCOMING REMARKS

02:00 - 02:40 PM

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

02:40 - 03:20 PM

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

  • Phil Lynch

    Senior Strategy Principal

    SimCorp

03:20 - 04:00 PM

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

04:00 - 04:00 PM

END OF DAY THREE AND THE 2021 SUMMIT

GET IN TOUCH TODAY

 

MARKETING ENQUIRIES

JENNA WILLIAMS

Head of Marketing

jennawilliams@clearpathanalysis.com

OPERATIONS ENQUIRIES

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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