InvestOps Europe 2017

September 20-September 21, 2017

Radisson Portman, London

44 (0) 207 368 9445

InvestOps Day 2 - Thursday 21st September 2017

Registration & Breakfast

08:00 AM - 08:50 AM Networking Breakfast

Registration & Breakfast

8:30 AM - 8:50 AM Registration

Women in Investment Operations Breakfast

08:00 AM - 08:50 AM Women in Investment Operations Breakfast How can the investment operations industry better attract, develop and retain top female talent?

Anne Martel Pitollat, Deputy CEO and Chief Operating Officer, Amundi London , ,
Lead by Siobhan Doyle, Head of Investment Operations, Schroders
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Anne Martel Pitollat

Deputy CEO and Chief Operating Officer
Amundi London

LEVERAGING TRANSFORMATION IN THE LANDSCAPE TO YOUR ADVANTAGE

8:50 AM - 8:55 AM Welcome Address: Lauren Harrison, Conference Director, InvestOps

8:55 AM - 9:00 AM Chairpersons’ Opening Remarks

Julia Streets, CEO & Founder, Streets Consulting

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Julia Streets

CEO & Founder
Streets Consulting

09:00 AM - 09:40 AM Global Operations Perspective: How can you reduce operational costs, create capacity for growth and become less volume sensitive in your processing to respond to increasing fee pressures and move beyond keeping up with the status quo

Paul Miller, Managing Director, Knadel Mike Webb, Regional Head of Shared Services - Europe, Fidelity International Luc Leclercq, COO , Bluebay Nick Hughes, COO, Marathon Asset Management
  • How can you practically assess, understand and measure costs as a critical starting point?

  • What new Fin Tech initiatives as well as other solutions can help with these drivers?

  • Evaluating the system supplier landscape to pinpoint what they could do more of to better support your needs?

  • What other options should you consider when it comes to offshoring and self build?


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Mike Webb

Regional Head of Shared Services - Europe
Fidelity International
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Luc Leclercq

COO
Bluebay
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Nick Hughes

COO
Marathon Asset Management
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Paul Miller

Managing Director
Knadel
  • Transforming the business paradigm around digitizsation: How can you best convince leaders across the business that investing in innovative technology is necessary to remain competitive?

  • Quantifying the value of operations to the bottom line: How to use performance-driven feedback to demonstrate the value of operations in your business plans

  • Illustrating benefits of change vs. competitive disadvantage: How can you demonstrate ROI to the c-suite to get sign-off for key investments?

  • Strengthening change agility: How to create an operations strategy that cements the adoption of change as an ongoing process for the future


Alan Copping

Presales Senior Manager
Simcorp
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Anne Martel Pitollat

Deputy CEO and Chief Operating Officer
Amundi London
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Alex Powell

Senior Financial Services Professional, Former COO
HSBC Securities Services
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Igor Lobanov

Head of Systems Architecture
Legal & General Investment Management

10:10 AM - 10:40 AM Guest Presentation: The latest financial applications of machine learning: How is this space evolving to deliver big business benefits and how can you prepare to embrace this new reality?

Christian Steinruecken, Research Associate, Machine Learning, University of Cambridge
  • The latest developments in AI technology: How will further innovations in this space revolutionise enterprises in the coming years?

  • Exploiting tangible AI solutions to achieve big business benefits: How can buy side operations professionals prepare their infrastructure for this new reality?

  • Doing more with less in middle and back office operations: How can financial institutions take advantage of AI innovation?

  • The commercialization of AI: Who are the players in the market poised to offer real, cost efficient and sustainable solutions?


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Christian Steinruecken

Research Associate, Machine Learning
University of Cambridge

10:40 AM - 11:00 AM Inspirational Guest Speaker: The Mind Can Help Or Hinder Success - How Can You Train It To Make The Best Investment Operation Decisions?

Benjamin Kelly, Behavioural and Macro Economist, Independent
Benjamin is a behavioural finance/decision making specialist who provides expertise to asset managers, hedge funds and sovereign wealth funds on their investment processes, specifically on how cognitive biases impact the investment process and designing the tools and strategies to remove them. Previously, he was a macroeconomist within the BlackRock Investment Institute focusing on long term investable trends and was also responsible for leading the group’s behavioural finance research.

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Benjamin Kelly

Behavioural and Macro Economist
Independent

11:00 AM - 11:40 AM Morning Networking Break

STREAMLINING THE OPERATING MODEL

11:40 AM - 12:10 PM Case Study: Transforming the global operating model: How to seamlessly support an expanding business by implementing one global front-back system, off shoring manual activities, and robotising where possible

Edward Wierenga, Head of Business Implementation, NN Investment Partners
  • Pinpointing key challenges and opportunities in globalizing the operating model: How can the buy side overcome obstacles around supporting a global business

  • Enabling trading across multiple time zones: How can you optimize business processes and technology to absorb an increase in trading locations, volumes and product complexity

  • Accelerating responsiveness to changing investor and regulatory demands: How can you support the consolidation of new distribution channels, markets or investment styles into existing operations without disruption

  • Striking the optimal balance between business commonality and localized services: How can you best harmonize global operations whilst catering to local jurisdictions and complex product requirements


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Edward Wierenga

Head of Business Implementation
NN Investment Partners

STREAMLINING THE OPERATING MODEL

12:10 PM - 12:50 PM Panel: Defining the buy side blueprint for enterprise-wide automation and STP: How can you best leverage advanced technology to cut costs, eliminate risk and further streamline the trade lifecycle?

Julia Streets, CEO & Founder, Streets Consulting Isidore Gorianz, Head of Core Operations, Pictet Asset Management Arno Hartmann, Head of Operations, SUVA David Pearson, Head of Post-trade, Fidessa
  • Reinventing current automated processes: How can next generation AI and cloud computing be leveraged to improve cost-efficiency and STP?

  • Optimising margin calls: How is this space being revolutionised by technology and how can you leverage these developments to significantly enhance collateral processes?

  • How can you best automate and streamline matching and reconciliation to improve same day affirmation rates?

  • Adopting a strategic approach to automation: How can you bridge both vertical and horizontal silo’s to enable smarter processing?


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Isidore Gorianz

Head of Core Operations
Pictet Asset Management
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Arno Hartmann

Head of Operations
SUVA
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Julia Streets

CEO & Founder
Streets Consulting
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David Pearson

Head of Post-trade
Fidessa

DRILL DOWN: MIFID II WORKSHOPS

11:40 AM - 12:50 PM Workshop: Avoiding falling short now and in the future with MiFID II reforms: How you can implement best execution to create an agile framework to meet constantly evolving regulatory requirements

Adele Rentsch, Market Regulations Associate, The Alternative Investment Management Association
- How to establish clear exaction polices that set out steps to achieve best execution
- Investigating solutions: How to select which pre and post trade solutions are out their for best execution analysis and how you can leverage these within your firm
- How to ensure you firm is capturing the necessary data for publication of reports to achieve complete compliance

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Adele Rentsch

Market Regulations Associate
The Alternative Investment Management Association

CONSOLIDATING PROCESSES BOARDROOM

11:40 AM - 12:50 PM Boardroom: How to optimise system integration to ensure your front-to-back workflow is fully streamlined and adding full value to the business

Igor Lobanov, Head of Systems Architecture, Legal & General Investment Management
  • A utilitized future: How to capitalize on full suite services and vendor partnerships to streamline front- to- back communications

  • How can different pieces of technology best be integrated to ensure timely and accurate communication between systems?

  • Consolidating middleware platforms that support a multi-asset business: How to minimize lines of communication to simplify processes

  • Building an enterprise-wide holistic operating culture: How to maximize communication with the front office, compliance, treasury, risk and technology teams


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Igor Lobanov

Head of Systems Architecture
Legal & General Investment Management

Lunch

12:50 PM - 2:20 PM Lunch Networking Break

Invite Only Lunch

12:50 PM - 2:20 PM Exclusive Investment Operations Invite Only Lunch Declaring a unified vision for a new operating model: How can the full value chain revolutionise legacy operations when under increasing regulatory scrutiny in a low return environment?

Philippe Buron, Head of IT , Societe Generale

Join this interactive lunch session, air your own hot topics and together brainstorm ways you can innovate operations and then drive those objectives forward.


Philippe Buron

Head of IT
Societe Generale

EMBRACING THE FINTECH WORLD

2:20 PM - 3:00 PM Case Study: Why the future of the buy side depends on innovation with inspiration from Watson, Google, Amazon, Uber and Twitter- the 5 transformation trends from outside of the finance industry you should address in your operations to stay ahead of the curve

Nick Moore, Founder & Executive Director, Lionpoint Group
  • Watsonisation- The era of cognitive computing and what this can do for buy side operations

  • Googlisation-How companies are growing data-smart and how the buy side can move in this direction

  • Amazonisation- How you can take advantage of the power of the platform in your investment operations

  • Uberisation-Inspiration on how you can reinvent your business model to stand out from your competitors

  • Twitterisation- How you should change the way you do business in a connected world


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Nick Moore

Founder & Executive Director
Lionpoint Group

3:00 PM - 3:30 PM Presentation: Blockchain collaboration and the evolution of distributed ledger technology: Which key developments in this space are likely to have the biggest impact on the investment industry, and how can you position yourself to benefit?

Simon Taylor, Co-Founder & Director of Blockchain, 11:FS
  • Early adoption of Blockchain in the financial industry: How will smart contracts disintermediate and automate processes to reduce cost and risk in operations

  • Revolutionary new technology collaborations: How are FinTech companies partnering with industry participants to develop test cases and products that can streamline investment operations?

  • How will the distributed ledger technology seamlessly fit into an existing ecosystem of technology without major negative consequences?

  • Revolutionising the payments and revenues cycle: How will innovative FinTech applications optimise settlements, reconciliation and cash management?


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Simon Taylor

Co-Founder & Director of Blockchain
11:FS

3:30 PM - 4:00 PM Dragons’ Den With Chilled Beers: Disruptive technologies revolutionising operations: What are the next big breakthroughs you should expect from the FINTECH world that will allow you to revolutionise your front-back cross-asset investment operations?

Julia Streets, CEO & Founder, Streets Consulting Tiphaine Saltini, CEO, co-founder, Neuroprofiler Mathias Wegmueller, Co-founder and Head of Business Development, Qumram , , Alan Meaney , CEO , Fund Recs Adrian Black, Founder & Chief Executive Officer, Contego Fraud Solutions Ltd

Join our esteemed panel of investment operations dragons during this exciting ‘Dragons’ Den’ style session, where you will hear from four new and innovative start-up FINTECH firms as they present their offerings in a bid to win first place. Listen up as the dragons review the technologies’ benefits to your business, predict their future success and deliver their verdicts. The ultimate decision is in your hands though, as the audience get to vote for their favourite. Will you find the next big thing?


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Tiphaine Saltini

CEO, co-founder
Neuroprofiler
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Mathias Wegmueller

Co-founder and Head of Business Development
Qumram
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Alan Meaney

CEO
Fund Recs
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Julia Streets

CEO & Founder
Streets Consulting
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Adrian Black

Founder & Chief Executive Officer
Contego Fraud Solutions Ltd

4:00 PM - 4:05 PM Chairperson's Closing Remarks

Julia Streets, CEO & Founder, Streets Consulting

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Julia Streets

CEO & Founder
Streets Consulting