Home | Fund Operator Summit | North America 2023

Event Information

The Fund Operator Summit | North America 2023 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.

KEY BENEFITS OF ATTENDING IN-PERSON

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

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.

Benefit 4

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 5

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.

"Well organised and managed - I particularly enjoyed the time limited networking sessions. As always good content and excellent presenters."

NIGEL HELLEWELL

COO and Director

Equitile Investments

"We have worked with Clear Path Analysis on a number of occasions over the last few years and find the events well organised, well attended and a great fit for what we are trying to achieve here at Watson Wheatley. We look forward to the upcoming Fund Management Operations Summit and will no doubt be continue to work with Noel, Jenna and the team for future events.”

TOM WHEATLEY

Chief Operating Officer

Watson Wheatley

"Very good content and great flow. This event provided a terrific opportunity to meet with industry gatekeepers and industry associates."

GEORGE ANTONAK

President

Thrift Financial

"A fantastic opportunity to meet with C-suite peers and compare how we are managing through difficult investment environments."

GARY AIKEN

Senior Portfolio Manager

AAFMAA

" I enjoyed insightful presentations from experts in their areas of focus and the opportunity to exchange knowledge and views with colleagues in current hot topics of global range. An excellently organized event in every detail with the added bonus of a live interaction we all craved after 22 months of remote communication mandated by the pandemic."

CELIA KAPSOMERA

Lecturer

Columbia University