Event Information

 

The Fund Operator Summit | North America 2022 provides an unrivalled opportunity for front, middle and back office leaders from the asset management industry to gather as a community, share ideas and learn what their peers are doing to improve the efficiency of their organizations.

 The Summit features keynotes, panels and head-to-head discussions with highly-regarded representatives from major asset management firms, regulatory bodies and consulting organizations. Themes range from broad operational strategies to the latest technology to best practices. Attendees will also be able to engage and interact in insightful workshops on key topics that impact their day-to-day operations.

 If you are an asset management representative overseeing Strategy, Operations, Marketing, Client Relations, Compliance, Data and Security, you will not want to miss this constructive gathering that allows attendees to learn, network and share ideas with their industry community.

 

RESERVE YOUR PLACE AT THE 2022 SUMMIT


KEY BENEFITS OF PARTICIPATING

BENEFIT 1
IN-PERSON NETWORKING OPPORTUNITIES :

 

Connect with like-minded fund operations professionals in-person and share your ideas, experiences and challenges.

BENEFIT 2
OPERATIONS-FOCUSSED DISCUSSION :

 

Discuss and debate the role of data and machine learning in operational processes, the changing role of investor preferences and customer experiences, and more.

BENEFIT 3
INTERACTIVE AGENDA :

 

A research-based and peer-led agenda featuring informative keynote presentations, inspiring panel debates and engaging workshop sessions. Join your peers and debate the trending topics in the minds of Chief Operating Officers and Data Management professionals.

BENEFIT 4
INFORMATIVE WORKSHOPS :

 

Connect with your peers in small groups in dedicated workshops based on a topic of your choosing, to challenge your existing thinking and open your mind to alternative approaches.

BENEFIT 5
LEARN FROM INDUSTRY PIONEERS :

 

Explore the latest trends in fund management operations alongside the biggest names in the industry. Hear their perspectives, experiences and top tips and present your burning questions during live Q&A.

2022 SPEAKERS

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2022 SPEAKERS

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INDUSTRY PROFESSIONALS IN ATTENDANCE

Chief Operating Officers
Managing Partners & Directors
Heads of Business Strategy
Chief Technology Officers
Chief Risk Officers
Heads of Data and Information
Heads of Operational Risk
Finance Directors
Chief Compliance Officers
Heads of Change or Product Delivery

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

MARKET INSIGHT & INTELLIGENCE

 

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REPORT

FUND TECHNOLOGY, DATA & OPERATIONS, EUROPE 2022

PUBLISHED
31 January 2022

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PRIVATE MARKETS INVESTOR | EUROPE 2022

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30 & 31 MARCH 2022

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EVENT

FUND OPERATOR SUMMIT | EUROPE 2022

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REPORT

FUND TECHNOLOGY, DATA & OPERATIONS, NORTH AMERICA 2021

PUBLISHED
19 November 2021

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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