InvestOps Europe 2017

20 - 21 September, 2017

Radisson Portman, London

+44 (0) 207 368 9854

Our Speakers

We're already at work booking an industry-leading roster of speakers for 2017 - keep an eye on this page for updates.

If you would be interested in being a part of Clearing and Settlement World, we would love to hear from you.

Click Here to view the list of speakers from our 2016 event.

Advisory Board

Suren Chellappah
 Suren Chellappah 
COO 
Sanford C. Bernstein
Siobhan Doyle
 Siobhan Doyle 
Head of Investment Operations 
Schroders
Jan Grunow
 Jan Grunow 
Head of Investment Operations 
Swiss Life Asset Management
Jan is responsible for investment and risk-controlling, securities accounting, and investment administration, including collateral management at Swiss Life. He is currently in the process of setting up Swiss Life Asset Management to be clearing compliant, using a variation of model structures in different situations, and is working to streamline the operations.
Christian Maahrbeck
 Christian Maahrbeck 
Head of Derivatives Operations 
Nordea Asset Management

I have been heading up Derivatives Operations at Nordea Asset Management since 2010 with the responsibility for operational handling of all listed and OTC derivatives as well as Central clearing and collateral management.. Prior to joining the Derivatives Team, I worked as financial advisor in the Nordea Branch from 1997 – 2004 after which I joined Savings & Asset management as business Analyst in the benchmark team. I became team leader for the benchmark team in 2006 and in 2007 I also took up the position as head of the cash management team. I hold a diploma in Finance from Copenhagen Business School - 2003.

Isidore Gorianz
 Isidore Gorianz 
Head of Core Operations 
Pictet Asset Management

2017 Speakers

Stephen Fisher
 Stephen Fisher 
Managing Director, Government Relations & Public Policy 
Blackrock

As Managing Director of BlackRock’s Global Government Relations and Public Policy team, Stephen focuses on Global and European public policy issues impacting end-clients. Prior to working for Blackrock, Mr Fisher has significant experience in market policy roles at as the Dutch Banking Association, European Banking Federation, Financial Services Authority and HM Treasury. Stephen and his team at are currently looking closely at CCP recovery and resolution – specifically what measures are required to prevent market aggravation, what course CCP resolution should take, and how risk management practices should be constructed.

Colin Stock
 Colin Stock 
Executive Director, Investment Operations 
J.P. Morgan Asset Management
Christophe Javaux
 Christophe Javaux 
Head of Investment Operations 
BNP Paribas Investment Partners
Ismaïl Meziane
 Ismaïl Meziane 
Deputy Head of Middle Office 
Candriam Investors

Ismaïl Larbi Meziane is 36 years old, he is Deputy Head of Middle Office at Candriam Investors Group. 

Ismaïl is in charge of all OTC & ETD post market activities including, trade validation, trade life cycle, collateral management and all operational aspects related to new regulations (EMIR and Dodd Frank), within Candriam (e. g. OTC clearing, reporting to TR, etc….). I hold a degree (Master 2) in economics and financial management from Université Paris X. 

He has 11 years work experience in asset management (operations).

Harvinder Tumber
 Harvinder Tumber 
Head of Derivatives Operations 
Insight Investment
Arno Hartmann
 Arno Hartmann 
Head of Operations 
SUVA
Nicole Grootveld-Sandig
 Nicole Grootveld-Sandig 
COO Investment Management 
MN

Nicole Grootveld-Sandig joined MN in 2016 as Chief Operations Officer in the asset management division. 

In this role she is responsible for Data management, Fund accounting, Performance Management and Operations. Prior to joining MN she was working as COO of Cardano and with ABN AMRO in diverse managerial roles. 

Nicole graduated at the University of Toronto in 1993 for her Bachelor of Commerce, Finance and Economics and has completed the CFA.

 Chris Richards 
Vice President, Portfolio Administration Manager 
SSGA Investment Operations
Lia Oyman
 Lia Oyman 
Market and Regulatory Initiatives Manager 
Franklin Templeton

Lia Oyman has over 10 years’ experience in the financial services industry focusing on regulatory and market initiatives impacting settlements operations for all asset classes. She connects to SIFMA, the Investment Association and various operations forums in the industry to ensure the buy-side voice is heard ahead, during and post change.

Lars Lustermans
 Lars Lustermans 
Head of Investment Operations 
APG
Ulrik Modigh
 Ulrik Modigh 
Head of Asset Management Operations 
Nordea Asset Management
Tim Harris
 Tim Harris 
Head of Alternative & Derivatives Operations 
Hermes Investment Management

Tim is responsible for overseeing all Derivative and Alternative Operational activities across Hermes and thier chosen outsource partners for this business. Tim is also responsible for overseeing the regulatory roadmap in relation to Derivatives within Hermes, ensuring they are compliant with all relevant regulatory requirements. His role also covers interaction with policy-makers, regulatory bodies and trade associations. 

Tim has recently introduced a new framework to manage EMIR Risk Mitigation requirements that introduces a higher technology based solution. 

Tim has led the Hermes review of the Clearing Obligations and how these may or may not impact on Hermes. He hopes to be able to deliver the views of a smaller asset management firm that isn’t affected by all the Clearing Obligations.

Edward Wierenga
 Edward Wierenga 
Head of Business Architecture 
NN Investment Partners

Edward Wierenga is a Senior Business Architect within the strategy department of NN Investment Partners. In this capacity he is responsible for the operating models of this asset manager worldwide. He supports Senior Management and the Management Board in assessing the impact of large technology changes, the launches of new (fund) initiatives and the ever increasing regulations. Next to this he looks for opportunities to improve the business efficiency and effectiveness.

Stuart Clapson
 Stuart Clapson 
Global Delivery Manager, Derivatives & Trade Support 
UBS GAM
Igor Lobanov
 Igor Lobanov 
Head of Systems Architecture 
Legal & General Investment Management

Igor is directly responsible for defining the technology strategy for Legal & General Investment Management. Igor has been taking an active role in the data management industry over the past years. In particular, he headed up an industry working group which came up with a standard definition of an Investment Book of Record capability. Igor has 15 years of experience in developing mission-critical enterprise applications predominantly for financial sector and telecommunications both in the UK and Russia, with a background in developing high-throughput transaction processing systems. Igor is also a member of International Association of IT Architects (IASA).

 Stephen Lowe 
Head of Middle Office and Investment Operations 
RLAM
Daniel Sandmann
 Daniel Sandmann 
Head of Compliance Policy, Communications & Regulatory Affairs 
Allianz

Daniel is currently responsible for Allianz’s compliance culture, including strategic development of the Compliance function, and all aspects of regulatory compliance, which includes leading the Treating Customers Fairly/Sales Compliance Program, Solvency II implementation, and other aspects of prudential and securities regulation. Prior to joining Allianz, Mr. Sandmann was Director at Deutsche Bank in charge of the interaction with regulators globally, including coordination of regulatory audits and of the colleges of supervisors, where he coordinated various regulatory investigations. Daniel’s in-depth experience in high-level regulatory compliance roles best places him offer insights on the impact of financial regulation on financial institutions as a whole. 

Stephane Janin
 Stephane Janin 
Head of Global Regulatory Development 
AXA Investment Managers

As Head of Global Regulatory Development at AXA Investment Managers, Stéphane Janin is responsible for the regulatory affairs covering both interaction of AXA IM with policy-makers and regulators, as well as adaptation of AXA IM to regulatory changes. He will be providing an impeccable insight to our all-star panel on the impact of regulatory cost on trading strategies. Having previously been Head of the International Affairs division at the AFG, a Member of the Board at the International Investment Funds Association, and a Seconded National Expert at the European Commission, Stéphane has long been in the crux of analysing the impact of regulation on financial institutions.

 Matt Scott 
Operations Manager 
De Putron Fund Management
Leontien Van Den Oever
 Leontien Van Den Oever 
Principal Risk Manager 
PGGM Investments

Leontien works as Principal risk manager in the Financial Risk Control team of PGGM Investments. Her main responsibilities are the counterparty risk management as well as the balance sheet liquidity analyses for PGGM clients. Furthermore she is an expert in the field of EMIR regulation, central clearing and collateral management. 

Leontien has over 16 years of in experience in financial markets. Before joining PGGM she held the position of Global head of credit risk at Optiver, where Leontien gained 10 years experience in the field of (credit) risk management. 

Until 2003 Leontien worked as financial analyst at Dexia Securities. She started her carreer at MeesPierson Capital Management in 1996 as trainee. Leontien studied International Financial Economics at the University of Amsterdam and holds a RBA degree since 2001.

 Olaf Serdijn 
Head of Derivatives Operations 
Aegon Asset Management
Jeroen Cote
 Jeroen Cote 
Operations Director 
Achmea Investment Management
Henry Raschen
 Henry Raschen 
Head of Regulatory Engagement 
HSBC

Henry Raschen joined Samuel Montagu, now part of the HSBC Group, in 1989. He carried out a number of European financial reporting and investment analysis roles before moving to HSBC Securities Services. In his current role as Head of Regulatory Engagement at HSS he is responsible for identifying and assessing regulatory and market changes worldwide in order to specify future client services, as well as for liaising with regulators, market infrastructures and other organisations. He was a member of the ECB’s T2S Advisory Group from 2007-2012 and is chairman of the T2S UK National User Group. Mr Raschen is a chartered accountant.

Ben Van Der Velpen
 Ben Van Der Velpen 
Senior Market Consultant Securities International Securities Affairs
ING

Ben van der Velpen manages post-trade securities harmonisation and standardisation initiatives of behalf of ING. He is a member of the T2S Corporate Actions Sub Group, Corporate Action Joint Working Group as well as the Global Securities Market Practice Group for Corporate Actions. Next to this he is also co-chairing the Central and Eastern Europe Market Implementation Group with regards to the Market Standards for Corporate Action Processing. Ben’s current focus is on T2S wave 1, evaluating the adaptation process and lessons learnt before wave 2 as part of the T2S National User Group and the Working group Settlement, Clearing & Asset Servicing. He will be sharing his expert insight on the panel deliberating Wave 1 successes and failures.

 James Cunningham 
European Regulatory and Market Initiatives 
BNY Mellon
 Stephen Nundy 
Managing Director, Global Head of Cross Divisional Architecture and Projects 
Goldman Sachs

Stephen is a managing director in Technology at GS. He is currently globally responsible for Operations Automation as well as Firmwide EMEA Technology, he has previously globally run Cross Divisional Projects and Architecture, Liquidity Technology and Prime Services Technology Internationally. He joined GS as a graduate in 1997 and has spent 5 years working out of the Japan office covering APAC Tech for Prime Services. He has an exceptional insight into the changing technology landscape, and how technology can and should be leveraged by operations departments to improve business performance.

Anthony Hilton
 Anthony Hilton 
Financial Editor 
Evening Standard

Anthony Hilton, the chief economics and business commentator for the Evening Standard is one of the longest serving British business journalists having joined Fleet Street in 1968 as a Trainee on the Guardian, with an MA in economics. A multiple award winner for his journalism he last year collected the Journalist of the year award from the British Insurance Brokers Association and in March was given a life time achievement award by the ABI. His most recent success was the Headline Money Award for “ Outstanding Achievement.” He began his public speaking career when he worked for three years as economic commentator for Channel 4’ on The Business Programme in the late 1980s and subsequently went on to devise and co present the Stocks and Shares Show for ITV. Currently he is the finance and business commentator for the Evening Standard and a weekly columnist for The Independent. 

Anthony has recently spent time writing well-informed articles on the impact of Brexit on the City, and will be sharing his thoughts as a keynote guest speaker at InvestOps.

Mehdi Manaa
 Mehdi Manaa 
T2S Programme Manager 
ECB

As Head of the Market Infrastructure Development Division at the European Central Bank, Mehdi has been involved in the T2S Programme from its inception. Formerly, he worked for Euroclear and Euronext giving him a practical perspective on key industry issues. Mehdi’s in-depth overview of T2S places him impeccably to provide a unique update on the program progression after wave 1 goes live this July, and prior to the larger wave 2 going live in 2016. Mr Manaa will share thoughts on how you can best navigate the settlement changes, overcome barriers to connection, and benchmark your operational readiness.

Rafael Plata
 Rafael Plata 
Secretary General 
EACH

Rafael Plata is the Secretary General of the European Association of CCP Clearing Houses (EACH). He represents the common interests of 19 CCPs across Europe in front of public authorities and stakeholders. Recently he coordinated the EACH recommendations for further clarity on EMIR trade reporting requirements. As the representative for CCPs across Europe, he has an indispensable overview of the nature and workings of CCPs, as well as their challenges in the changing post-trade landscape. With CCP Recovery & Resolution currently being drafted, Rafael will be offering thought-provoking insight into the debate as to whether legislation can provide a safety net for a distressed CCP without aggravating the market.

Patrick Pearson
 Patrick Pearson 
Head of Unit, Resolution and Crisis Management 
European Commission

Patrick Pearson is Head of Unit of Resolution and Crisis management in the European Commission’s Financial Stability, Financial Services and Capital Markets Union Directorate General. 

Having previously headed the Financial Markets Infrastructure and the Commission's banking regulatory teams, responsible for the Financial Services Action Plan, he is now focused on CPP resilience, recovery and resolution legislation. Patrick and his team released the first legislative outline in November 2016, and will be giving an exclusive address to the InvestOps audience on their progress.

Simon Puleston Jones
 Simon Puleston Jones 
Head of Europe 
FIA

Simon Puleston Jones is Head of Europe for FIA, the global trade association for the cleared derivatives industry that represents investment banks, commodity brokers, exchanges, clearing houses, energy companies, inter-dealer brokers, principal trading firms and others. 

He is also Chairman of the Joint Trade Association Group (a forum of nearly 20 of the leading financial services trade associations), which focusses on Brexit and MiFID II. 

Simon was previously CEO of FIA Europe and prior to that headed the European legal coverage for futures and OTC clearing for Barclays, being one of their lead lawyers dealing with regulatory change. Earlier in his career, he worked both in-house and at the law firm Simmons & Simmons, advising investment banking clients on structured finance transactions.

Alexander Westphal
 Alexander Westphal 
Director, Market Practice and Regulatory Policy 
ICMA

Alex is a senior associate at the ICMA, focused on secondary markets and post-trade; and also acts as the secretary to ICMA ERCC Operations Group. He has recently focused his attention on SFTR reporting requirements and what is required from the industry in order to comply. He will be sharing his recommendation as part of a workshop at InvestOps.

Julia Streets
 Julia Streets 
CEO & Founder 
Streets Consulting
 Christian Steinruecken 
Research Associate, Machine Learning 
University of Cambridge

Christian Steinruecken is a research associate in the Machine Learning Group at the University of Cambridge, where he is heading the Automatic Statistician Project with Prof Zoubin Ghahramani. Christian did his PhD with Prof David MacKay, and has diverse interests in artificial intelligence, data compression, probabilistic reasoning and decision making. Christian is CTO of a machine learning company named "Invenia" that optimises electricity grids, reducing CO₂ emissions while generating revenue at the same time. Christian is an expert in all things AI and will be giving an exclusive presentation on how you can expect this disruptive technology to transform capital markets ad operations.

 Simon Taylor 
Co-Founder & Director of Blockchain 
11:FS

Simon is co founder at 11:FS, a company founded by the best in digital banking and FinTech talent: a group who have transformed banks, and built them from scratch. Together they are driving real change in digital banking using creative solutions, rapid execution, and true credibility. As blockchain lead, Simon established Barclays as one of the leaders in Blockchain thinking and doing. Simon also helped a variety of startups flourish, through Barclays Tech Stars accelerator. He will be giving a presentation on the state of blockchain in capital markets.

Christoph Heid
 Christoph Heid 
Deputy Head of Division - Strategy, Policy and Oversight -Payments and Securities Settlement 
Deutsche Bundesbank