18 MAY 2022 | CONVENE, 530 5TH AVENUE, NEW YORK
DEVELOPING EXCELLENCE IN FUND MANAGEMENT OPERATIONS
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
Connect with like-minded fund operations professionals in-person and share your ideas, experiences and challenges.
Discuss and debate the role of data and machine learning in operational processes, the changing role of investor preferences and customer experiences, and more.
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.
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.
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.
Senior Manager
Chief Operating Officer of Risk
Director of Investment Operations
Senior Consultant
Managing Director
Chief Compliance
Head of Marketing, Client Reporting and Digital
Chief Operating Officer
VP of Business Development
Principal Partner
Head of Data, Architecture and CRM development
Chief Industry Operations Officer
Director of ESG Research
Chief Operating Officer
Executive Deputy Superintendent, Climate Risk Division
Chief Financial Officer
Head of ESG Strategy
Managing Director, Head of ESG
Chief Operating Officer
Solutions Consultant
Chief Data Officer
Senior Manager
Chief Operating Officer of Risk
Director of Investment Operations
Senior Consultant
Managing Director
Chief Compliance
Head of Marketing, Client Reporting and Digital
Chief Operating Officer
VP of Business Development
Principal Partner
Head of Data, Architecture and CRM development
Chief Industry Operations Officer
Director of ESG Research
Chief Operating Officer
Executive Deputy Superintendent, Climate Risk Division
Chief Financial Officer
Head of ESG Strategy
Managing Director, Head of ESG
Chief Operating Officer
Solutions Consultant
Chief Data Officer
BREAKFAST AND NETWORKING
CHAIRMAN'S OPENING ADDRESS
Kenneth Lamar
Principal Partner
Lamar Associates LLC
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
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
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
MORNING REFRESHMENTS & NETWORKING
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
Risk Managing an Outsourced Process
Hosted by SS&C Technologies
Adam Salter
Solutions Consultant
SS&C Technologies
Harnessing Insights and Innovation through an Optimized Data Management Infrastructure
Hosted by Arcesium
Matt Weisman
VP of Business Development
Arcesium
LUNCH
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
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
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
AFTERNOON REFRESHMENTS & NETWORKING
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
PANEL DISCUSSION: Industry Operations: Key Initiatives for Middle- and Back-Office Investment Management Functions
Joanne Kane
Chief Industry Operations Officer
Investment Company Institute
END OF CONFERENCE & DRINKS RECEPTION
MARKETING AND OPERATIONS ENQUIRIES
Head of Marketing and Operations
