InvestOps Europe 2017

September 20-September 21, 2017

Radisson Portman, London

44 (0) 207 368 9445

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 InvestOps Europe 2017, we would love to hear from you.

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

Colin Stock
Colin Stock
Executive Director, Investment Operations
J.P. Morgan Asset Management
Strategy & Business Transformation at JPMorgan Asset Management London. Currently responsible for post trade regulatory change. Colin has held a number of operational management positions during his 18 years at JPMorgan as well as previous companies on both the buys and sell side. He has previously been a member of the Investment Associations, Investment Operations Committee and the DTCC/Omgeo Regional Advisory Council and is currently a member of the European Post Trade Forum.
Christophe Javaux
Christophe Javaux
Head of Investment Operations
BNP Paribas Investment Partners
Christophe has almost 20 years of experience in the Asset Management and Private Banking business lines of the BNP Paribas Group. Based in Brussels, he became Head of Investment Operations at BNP Paribas Asset Management in 2013, after 7 years in the Client Reporting and Performance Analysis Department. Prior to that, he was at the front-office managing portfolios for private clients and large institutions.
Harvinder Tumber
Harvinder Tumber
Head of Derivatives Operations
Insight Investment
Arno Hartmann
Arno Hartmann
Head of Operations
SUVA
Arno Hartmann is Head of Investment Operations at Suva (Swiss Accident Insurance Fund). Originally a PhD and researcher in Semiconductor Physics, Arno spent over 16 years in various roles at leading investment managers. Starting in the Front Office as Buy-Side Analyst for tech-stocks, he later managed equity- and tactical asset allocation strategies as a quant portfolio manager. In his current role, he transformed the investment operations of Suva from “manual” to “scalable” by applying standards wherever possible while filling digital gaps using robotics solutions built in-house. This enabled Suva to double transaction counts year over year over 5 years now, manage increasingly complex asset classes (EM debt, syndicated and leveraged loans) while lowering risk and keeping operations headcounts constant.
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.
Lia Oyman
Lia Oyman
Market and Regulatory Initiatives Manager
Franklin Templeton
Lia Oyman, based out of Edinburgh, United Kingdom, joined the Franklin Templeton Investments’ Global Trade Services team in February 2008 and is responsible for a centralised Regulatory Reporting team in India providing regulatory reporting solutions globally within Franklin Templeton for all asset classes. Lia heads a group of subject matter experts around the globe who assist her in implementing regulatory and market changes within investment operations. Before joining Franklin Templeton Investments, she has worked within operations at custodians and brokers gaining a variety of experiences and knowledge within the financial services industry. 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.
Edward Wierenga
Edward Wierenga
Head of Business Implementation
NN Investment Partners
Edward Wierenga is the Head of Business Implementation 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. His team makes sure implementations are incorporated smoothly in the organization. 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.
Stéphane Janin
Stéphane Janin
Head of Global Regulatory Development
AXA Investment Managers
Stéphane, 51, has 28 years of experience in the areas of asset management and financial markets. Stéphane currently heads up Axa Investment Managers’ Global Regulatory Development directorate and internal network at worldwide level. Stéphane is a member of Axa Financial Regulation Steering Committee as well as a member of various internal topical regulatory Steering Committees. Before joining AXA Investment Managers, Stephane was Head of the International Affairs division at the AFG, the French Asset Management Association, responsible for international regulatory strategy and promotion. Prior to that, at the Autorité des Marchés Financiers (AMF), Stéphane was Advisor in charge of Strategy and Risks to the Managing Director after being the Head of Market Surveillance at the Commission des Opérations de Bourse (COB). At EU level, Stéphane has been a Board Member of the European Fund and Asset Management Association (EFAMA) since June 2017 and the Vice-Chairman of the ICMA Asset Management and Investor Council since March 2017. He is currently chairing the EFAMA Task Force on European Long Term Investment Funds (ELTIFs) as well as the ICMA Asset Management and Investor Council Working Group on fund liquidity. His first commitment at EU level started at the European Commission, where he was seconded as an official National Expert from 2000 to 2004 – being responsible for four regulatory topics: the UCITS Directive, the hedge fund file, the credit rating agency file and the Market Abuse Directive. At international level, Stéphane is a member of the stakeholders’ panel of the International Organization of Securities Commissions (IOSCO). He was a Member of the Board at the International Investment Funds Association (IIFA) from 2012 to 2014. Stéphane graduated from the Institut d’Etudes Politiques (IEP) – “Sciences Po” in Paris, with a major in Economics. He is married and has three children.
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.
Henry Raschen
Henry Raschen
Head of Regulatory Engagement
HSBC
Henry Raschen is chartered accountant and 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, and for liaising with regulators, market infrastructures and industry associations. He was a member of the ECB’s T2S Advisory Group from 2007-2012 and is chairman of the T2S UK National Stakeholder Group.
Ben Van Der Velpen
Ben Van Der Velpen
Senior Market Consultant Securities
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
James Cunningham
European Regulatory and Market Initiatives
BNY Mellon
James Cunningham is a Senior Advisor within BNY Mellon’s Office of Public Policy and Regulatory Affairs in Europe. He specializes in regulatory initiatives relating to market infrastructure, post-trade and collateral management. In recent years, he has covered such topics as CSD Regulation, EMIR, and T2S-related market practice harmonisation work. He is a member of several industry and regulatory-contact working groups, including the European Central Bank’s Advisory Group on Market Infrastructures for Securities and Collateral (AMI-SeCo) and the T2S Harmonisation Steering Group. He is also currently chair of the T2S Corporate Actions Sub-group (CASG). He has worked in financial services since 1991 in a variety of different positions.
Stephen Nundy
Managing Director, Global Head of Cross Divisional Architecture and Project
Goldman Sachs
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.
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.
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
Julia is the Founder & CEO of Streets Consulting, the UK and US business development, marketing and communications FinTech consultancy. Prior to founding Streets Consulting in 2008, Julia was global head of communications at NYSE Technologies, serving on the Executive Committee and European head of marketing and sales development at Instinet. In 2013, Brummell Magazine named Julia one of their 30 Inspirational Women on Boards and in 2014 one of their 30 Inspirational Women Entrepreneurs. In the past two years Innovate Finance listed Julia one of their 100 Women in FinTech and one of SWIFT's Global Power Women in FinTech. Julia writes a monthly column for the Chartered Institute of Management Accountants ‘FM Magazine’ and is the author of 'The Lingua Franca of the Corporate Banker', lampooning corporate jargon. She is called upon to host and MC many public events, is an after-dinner speaker, and stand-up comedian. Julia is proud to serve as a trustee of the charity ‘Children in Crisis’ and is a Fellow of the British American Project, and sits on the Executive Committee.
Christian Steinruecken
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
Simon Taylor
Co-Founder & Director of Blockchain
11:FS
Simon is Co-Founder and Blockchain Lead at 11:FS. Previously at Barclays, he established the bank as one of the leaders in blockchain thought and action. Simon also serves as an advisor to central banks and governments, in addition to consulting the top 20 banks on blockchain. He's helped a variety of startups flourish through the Barclays Accelerator.
Christoph Heid
Christoph Heid
Deputy Head of Division - Strategy, Policy and Oversight -Payments and Secu
Deutsche Bundesbank
Christoph Heid is Deputy Head of Division “Strategy, Policy and Oversight – Payments and Securities Settle-ment”. He joined Deutsche Bundesbank in 1988 and has spent most of his business carrier in the area of pay-ments, securities settlement and collateral management. His special focus is on TARGET2, TARGET2-Securities and Vision 2020 of the Eurosystem. He is participating in the National TARGET2 User Group as well as in the Advisory Group on Market Infrastructures on Payments (AMI-Pay) and different working groups at the level of the Eurosystem.
Virginie O’Shea
Virginie O’Shea
Research Director
Aite Group
Virginie O’Shea is a research director with Aite Group, heading up the Institutional Securities & Investments practice and covering data management, collateral management, legal entity onboarding, and post-trade technology. She brings to the firm more than 13 years of experience in tracking financial technology developments in the capital markets sector, with a particular focus on regulatory developments and standards.
David Berry
Market Data, Exchange Commissions Global Sourcing CIQ
IPUG
Rafael Plata
Secretary General
EACH
Alan Copping
Presales Senior Manager
Simcorp
Jim  Kearney
Jim Kearney
Head of Global Investment Operations
Vanguard
Jim Kearney is a Principal at Vanguard and the head of the Vanguard Global Investment Operations organization. Jim’s global team is responsible for trade support, settlements, Corporate actions and securities lending for all Vanguard products. In his prior position Jim led the Project One Development Team, a business technology team managing a 5 year program focused on unifying the Vanguard Transfer Agent and Broker Dealer organizations, creating a singular experience for all retail direct investors. This effort resulted in a common platform for investors to hold, and transact on Vanguard funds, Vanguard ETFs and any other assets held at Vanguard. In previous Vanguard roles, Jim led a business technology team focused on implementing vendor solutions that would streamline the fund administration process, including trade management, corporate actions, treasury services and gold copy data management. He was also the leader of the Vanguard Small Business Retirement Plans, and spent a large portion of his career leading various businesses within the Vanguard Brokerage Services unit.
Tiphaine Saltini
Tiphaine Saltini
CEO, co-founder
Neuroprofiler
Graduated in Management (HEC Paris) and Cognitive Science (Harvard University-ENS Ulm), Tiffany Saltini built Neuroprofiler during her PhD in behavioral finance after working in private banking and consulting. Neuroprofiler is a behavioral finance to help Financial Advisors assess the investor profile of their clients in line with MiFIDII regulation. Neuroprofiler is now developping in France, in the UK, in Switzerland, in Luxembourd and in Belgium in both asset management, retail and private banking.
Mathias Wegmueller
Mathias Wegmueller
Co-founder and Head of Business Development
Qumram
Mathias is a highly accomplished entrepreneur and digital transformation advisor. He has specialist experience working with mid- to large-sized businesses, facilitating the effective execution of digital engagement initiatives. A passionate, action-oriented and motivational team leader, Mathias Co-founded Qumram in 2011, and is responsible for business development and sales. Qumram enables every digital interaction – web, social and mobile – to be recorded and replayed, in movie-like form, on demand. This 100% digital audit trail proves compliance with the record-keeping requirements of global regulations, including MIFID-II, FFSA, Fidleg and SEC. Qumram also facilitates fraud detection, monitoring the digital behaviour of employees as well as interactions from external sources, and delivers deep customer insight for customer experience analytics.
Vincent Dessard
Vincent Dessard
Senior Regulatory Policy Advisor
EFAMA
Vincent Dessard is senior regulatory policy advisor at EFAMA. He is in charge of capital markets, capital requirements and risk management related files. Before joining EFAMA in 2011, Vincent spent 6 years in BNP Paribas Investment Partners (previously Fortis Investments - FIM) initially setting up its capital markets legislative unit, developing and negotiating its contractual standards rules and integrating this unit into ABN Amro Asset Management and ultimately in BNP Paribas Investment Partners.. He has been the central point for the Lehman bankruptcy. He started his career at Euroclear SA where he held different positions e.g. in collateral management. Vincent is a company lawyer, member of Belgian Institute for In-House Lawyers. Vincent has a master in law from the Université Catholique de Louvain.
Angus Canvin
Angus Canvin
Senior Financial Services Policy Professional
The Investment Association
Anne Martel
Anne Martel
Deputy CEO and Chief Operating Officer
Amundi London
Anne Martel was appointed Deputy Chief Executive Officer and Chief Operational Officer of Amundi London Branch in July 2015. Anne transferred to London from Amundi in Paris where she held the position of Global Head of Internal Audit of Amundi Group since 2011. In total, Anne worked for nine years in Internal Audit within the Investment Banking and Asset Management sectors. Prior to this Anne held a management position in the Capital Planning Department of Société Générale and was the Head of OTC Equity Derivatives Back Office with in Société Générale Investment Banking. Anne began her career in 1997 at Calyon where she worked for five years in Internal Audit and two years as a Fixed Income Sales Business Manager, consecutively. Anne is a graduate of HEC International Business School in Paris.
Jean-Charles Delcroix
Jean-Charles Delcroix
Chief Compliance Officer
Amundi
Jean-Charles Delcroix has been serving as Chief Compliance Officer of Amundi Asset Management UK entities since 2015. He is also a member of the Executive Committee (UK) and the Board of Directors of Amundi UK. Previously he was based in Paris serving as Chief Risk Officer of Amundi Subsidiaries since 2011, in charge of risk control and the implementation and maintenance of risk policies. Jean-Charles joined Amundi in 2010 as Chief Risk Officer Asia in Hong Kong. Prior to this Jean-Charles held positions serving as Chief Executive Officer and Chief Investment Officer at IBK-SGAM in Seoul (2007 to 2009), at Etoile Gestion (2003 to 2007) and Director at Credit du Nord (1994 to 2007). A graduate of the Ecole Nationale Superieure des Mines de Saint-Etienne, Jean Charles has a Bachelor’s in Mathematiques and Finances.
Ismail Meziane
Ismail Meziane
Deputy Head of Middle Office
Candriam Investors
Matthew Scott
Matthew Scott
Operations Manager
G-Research
Having over 20 years financial industry experience, Matthew has provided operational expertise for the past 15 years for the operations arm of a successful quantitative hedge fund, being involved in all operational functions. Working for a tech-orientated firm Matthew continually focuses on automation and monitoring of work flows, notably involved in the implementation of an in-house real-time margin and cash management tool. Having previously worked for a fund administrator and on a sell-side trading desk, Matthew has been able to offer innovative solutions to operational issues.
John Lund
John Lund
Buy Side ‎Derivatives
Collateral Management Specialist
John is an independent practitioner specialising in derivatives, collateral management and related regulation. He is currently advising asset managers on responding to market and regulatory change [including EMIR, UMR (BCBS/IOSCO) and MiFID II]. Previously he worked with the sell-side to develop buy-side services including derivatives clearing and collateral management. He speaks frequently at conferences as an industry expert on regulatory change as well as related impacts (operations, finance and technology). He has also worked with industry organisations including ISDA and the IA as well as many vendors and industry utilities. Prior to this he was a senior manager in Accenture’s capital markets practice for over 10 years.
Paul Miller
Paul Miller
Managing Director
Knadel
Paul is a co-founder of Knadel and has over 25 years experience in the investment industry both as a practitioner and a management consultant. Paul is well known in the industry for chairing forums such as TSAM Operations and IT Strategy, SIBOS and being a judge for the buyside technology awards. Prior to co-founding Knadel Paul has worked in Stockbroking, Asset Management, Investment Banking, Software and consulting. In these roles Paul had exposure to all parts of the investment industry across both business and IT for the front, middle and back office. Paul has run many large change programmes for significant clients from design and selection through to implementation.
Kyra Brown
Kyra Brown
Senior Regulatory Change Consultant
Standard Life Investment
A graduate of Edinburgh College of Art with a BA Hons in Illustration, Kyra has a wealth of experience having worked at Scottish Widows, Walter Scott Investment Management and Blackrock since joining financial services in 1999. Since joining Standard Life Investments (SLI) in 2012 working in advisory and regulatory change, she has particularly focused particularly on MiFID II (particularly market structure changes, EMIR/MiFID interaction, research, best execution and target market) and global derivatives regulation (Dodd Frank, EMIR, IOSCO, FSB) over the last few years. Kyra’s work involves assessing how regulation will impact SLI both directly and indirectly in terms of impacts on counterparties. She is increasingly involved in discussions on impact of regulation with clients, to help them understand the requirements and what they might need to do to navigate the regulatory environment.
Adrian Black
Adrian Black
Founder & Chief Executive Officer
Contego Fraud Solutions Ltd
With a wealth of industry experience, holding senior positions in UK leading digital businesses, and focussing his career in fraud detection, data and intelligence sharing, Adrian Black became increasingly concerned about the impact that growing rates of financial crime was having on business. Deciding to take action, Adrian founded Contego in 2010 with the mission to build solutions to help organisations combat fraud and financial crime. Under Adrian’s leadership, the Contego team focused on building a RegTech solution that works across multiple key industries (including Financial Services, FinTech and the Property sector), enabling clients to simplify their due diligence checks, streamline operations and ultimately reduce their business risk. Adrian, the driving force behind Contego, has built a strong team who work on the shared vision to provide the strongest single global platform to verify and risk-score people, companies and ID documents for onboarding and monitoring and supporting investigation processes - enabling clients to make data-driven decisions, instantly, about whom they do business with. Regulations have often been viewed as a burden to business and something that stifles innovation. However, Adrian and the team at Contego believe instead that embracing RegTech solutions can have a transformative, positive effect on business. Aside from reducing risk, increasing process automation and driving efficiency and improving customer experience, RegTech should be seen by brands as helping to deliver competitive advantages, much needed in today’s competitive world. Contego’s USPs:
  • Contego has an unparalleled breadth of rich data on people, companies and ID documents 
  • Contego is supported by numerous commercial data providers  
  • Contego is one of the very few UK-based firms that has an intelligence sharing agreement with law enforcement agencies 
  • Contego is the only solution of its kind that enables businesses to carry out complex, multi-entity checks in real-time via a single API 
  • Contego’s portfolio includes the most advanced RtX (Right-to-Work, Right-to-Rent etc.) solutions on the market
Contego has just completed an acquisition and plans to maintain its position as a leading RegTech platform through a combination of further acquisitions and internally developed technology. This will allow the company to launch further solutions helping more industries.
David Pearson
David Pearson
Head of Post-trade
Fidessa
David is responsible for driving new post-trade business ideas across Fidessa's global buy-side and sell-side community. This is based on the evolution of new business processes and workflows that reflect the changing regulatory environment and the practical realities of capital markets today. He provides detailed and broad-ranging input into the restructuring of business flows across financial markets in the post-trade environment. David is currently Co-chair of the FIX Trading Community's EMEA Post-trade Working Group, and is actively involved in the global industry debate to promote new post-trade business workflows that improve efficiency and reduce costs. David joined Fidessa in 1994 and his previous roles with the firm have included implementation and project management, business analysis and solutions architecture. As head of new business marketing for Europe he played a pivotal role in building Fidessa's sell-side managed services business in Europe. Prior to Fidessa David worked at a number of brokerage firms in London, gaining considerable experience of the workflow on the trading floor and the technology that supports it.
David White
David White
Head of Sales
triResolve
David White is head of sales for TriOptima’s counterparty exposure management service, triResolve. David has over 10 years of Capital Markets experience, starting his career as a consultant he has successfully advised on and implemented projects at a variety of derivatives market participants. Utilising this experience in combination with additional BAU and change Middle and Back office roles, David regularly speaks at and attends industry forums and conferences. David holds a degree in Economics.
Mike Webb
Mike Webb
Regional Head of Shared Services - Europe
Fidelity International
Mike Webb is responsible for Fidelity’s Business Operations based in the UK and Continental Europe. These services include Investment Operations (Equity, Fixed Income and Real Estate), Fund Accounting, Investment Communications, Data Operations and Governance and Change Management. Mike has been in the Asset Management industry for 30 years and has held a variety of operations, technology and change management roles during his tenure.
Alain Mandy
Alain Mandy
Executive Vice President
PIMCO
Mr. Mandy is an executive vice president on the European fund administration team in the London office. He is responsible for Fund Administration and Fund operation for PIMCO's European fund complex. Prior to joining PIMCO in 2008, Mr. Mandy worked for 10 years at PricewaterhouseCoopers in the U.S., Luxembourg and Spain. His professional experience includes providing auditing, tax and advisory services to banks and other financial institutions, mutual funds, hedge funds and private companies. He has 20 years of investment and financial services experience and holds a master's degree in accounting and auditing from HEC in Belgium. He received a degree in engineering and business administration from the Catholic University of Louvain.
Philippe Laurensy
Philippe Laurensy
Managing Director - Head of Commercial
Euroclear
Philippe Laurensy heads the Commercial Division and is responsible for the relationships and satisfaction of clients across the Euroclear group. He is a Board Member of Euroclear France, Euroclear Belgium and Euroclear Nederland, as well as a member of the Risk and Audit Committee for these entities. He is also a member of the Executive Committee of Euroclear UK & Ireland. Mr. Laurensy holds a Bachelor’s degree in Applied Economics from the University of Liège, Belgium (1984) and a Master’s degree in Accountancy and Finance from the International Institute of Commerce and the European University, San Francisco, USA (1986).
William Gilson
William Gilson
Independent Director, Formerly Global Head of Operations
Aviva Investments
William Gilson is an Independent Director. He has more than 30 years’ experience in Financial Services. A former Global Head of Operations and Luxembourg Country Head at Aviva Investors, prior to becoming Independent he was responsible for European Operations at Babson Capital. His operational, compliance and risk experience is broad covering all asset classes including Private and Traded Loans, Private Equity, Real Estate, Infrastructure, Equity, Bond, Derivatives, Renewable Energy and Responsible Investment.
Luc Leclercq
Luc Leclercq
COO
Bluebay
Luc is Chief Operating Officer and Chief Risk Officer of BlueBay. Luc joined BlueBay’s Management Committee as Chief Operating Officer in November 2013; and was appointed to the BlueBay Asset Management LLP and BlueBay Asset Management (Services) Ltd Boards on 1 January 2017. Prior to joining BlueBay in November 2013, Luc was a Senior Vice President at State Street from 2011 until July 2013, and was responsible for client relations for the middle office business with a focus on the asset management sector. Prior to that, Luc joined F&C Asset Management in 2003 where he was Head of Operations, IT and Projects. Luc began his career at JP Morgan in 1986 where he was responsible for a number of functions in IT and operations. Luc holds an MBA and a BA in Economics from the Catholic University of Leuven in Belgium.
Gavin Platman
Gavin Platman
Head of Operations Strategy
Insight Investment
Gavin became Head of Operations Strategy in November 2015 with responsibility for strategic projects, new products, funds and clients. In addition Gavin is responsible for operational client and consultant relationships. Gavin joined Insight in November 2009 as manager of the Investment Operations Team, responsible for the Derivatives and Market Operations Teams. Prior to Insight, Gavin worked at Morgan Stanley Investment Management (MSIM) where he set up and managed the London Derivatives Operations Team. Prior to MSIM, Gavin was a Project Manager at Morgan Stanley where responsibilities included implementations of SwapsWire (MarkitServ) and SwapsClear. Previous experience includes working at SwapsWire (MarkitServ) as Head of Client Data Services and as an inter-dealer Broker specialising in interest rate swaps.
Raj Ram
Raj Ram
Head of IT
Vanguard
Ricky Maloney
Ricky Maloney
Director
Solvere FMC
Ricky joined Old Mutual Global Investors in March 2016, as Business Manager for the Rates & Absolute Return trading desk. He joined from Eurex Clearing where for two and a half years he ran their Buy Side Sales & Relationship Management function, prior to joining Eurex, Ricky spent six years working for Ignis Asset Management as Head of Treasury Processing. During his 20 years in the city he has also worked for The Bank Of New York, BNP Paribas and Walker Cripps Weddle Beck . Ricky holds a Degree in Business Studies from The University of Sunderland. Ricky is currently focussed on helping Old Mutual navigate the fast changing fixed income trading landscape through early adoption and utilisation of peer to peer relationships with a view to greatly reducing funding costs, whilst widening access to liquidity across the product spectrum. He is also responsible for the strategic implementation of MIFID II from a front office perspective.
Naomi Clarke
Naomi Clarke
Head of Data
GAM
Naomi has been working in both data architecture and governance, and managing data teams, for over 30 years; this is coupled with deep process re-engineering and operational risk experience. She has spoken at conferences and given workshops and courses on data, including in relation to BCBS 239. Her experience has been across the finance sector, from asset managers, investment banks, hedge funds, pension funds through to custody and insurance. Naomi has also worked in other sectors including energy and telecommunications. She has a M.A from Oxford University.
Giles Travers
Giles Travers
Director, Alternative Investment Funds
SEI
Giles Travers is a Director of Alternative Investment Funds at SEI (NASDAQ: SEIC). He has over 13 years’ experience of working with leading global asset managers in respect of technology, operations and legal strategy. Prior to SEI, Giles was a funds and capital markets lawyer before moving into senior roles within the alternative asset management industry. Giles is involved in Codify, SEI’s RegTech incubator programme.
Adrian Gill
Adrian Gill
Regulatory Compliance Specialist
Abide Financial
Adrian has over 25 years’ experience in the financial services industry. Before joining NEX Regulatory Reporting, he was senior consultant on regulatory reporting issues at Kaizen Reporting, and more particularly on transaction, trade and repository reporting under MiFID II and EMIR. He previously served as head of compliance at Trax, and held positions in the compliance field at ICMA, Liffe and the LSE. As the representative of ICMA, he co-chaired industry working group MiFID Connect, which facilitated the implementation of regulatory reporting for MiFID. Most recently, Gill worked with the FCA and the European Commission in shaping the MiFID II transparency obligations, providing his expertise on fixed-income markets and transparency. He also participated in discussions in the industry working group chaired by AFME and took part in FCA roundtable meetings for MiFID II.
Ayaz Haji
Ayaz Haji
MiFID 2 Head of Technical Architecture and Data Strategy
Goldman Sachs

Ayaz Haji is the technical architect for the MiFID 2 program at Goldman Sachs. In this role he has responsibility for technical build and data strategy required for MiFID 2 across the firm. Ayaz has been recently driving some of the “Reg Tech” ideas around Common Domain modelling and the benefits this will bring to the industry as a whole.

Prior to his MiFID 2 role he Ayaz was head of the EMEA Interest Rate Products technology team, responsible for front office trading and sales technology development and support across bonds and derivatives in the rates space. He has been at Goldman Sachs since 2007 and working in Financial Services since 2005.

Matthew Luff
MIFID II Consultant
Henderson Global Investors
Cecile Bartenieff
Cecile Bartenieff
Chief Operating Officer of Global Banking & Investor Solutions
Societe Generale
Cecile Bartenieff has been appointed Chief Operating Officer of Global Banking & Investor Solutions on June 1st 2017. Prior to this, she was Head of Operations of Global Banking & Investor Solutions since 2014. Cecile began her career in 1990 with Accenture consulting division before joining BRED Banque Populaire in 1995 where she was successively an arbitrage trader and then sales for large corporates. Cecile joined Societe Generale Corporate and Investment Banking in 2000. She held various managerial positions within Finance and Operations Departments before joining the COO office of Global Markets. Cecile holds a Master’s degree in Business Administration from the ESSEC Business School.
Alex Powell
Alex Powell
Senior Financial Services Professional, Former COO
HSBC Securities Services
Alex is a former COO in securities services and also has extensive consulting experience serving buy and sell side as well as market infrastructure and securities services. He currently works as an independent consultant and advises a Blockchain start-up and an AI consultancy.
Lynn Strongin Dodds
Freelance Journalist
Alan Meaney
Alan Meaney
CEO
Fund Recs
Alan Meaney is the CEO of Fund Recs. Fund Recs was founded in 2013 and develops software for the global Funds Industry. Fund Recs was named ‘European Startup of the Year’ at the ICT Spring conference in Luxembourg in 2016. Clients include Capita Asset Services, a FTSE 100 company and MUFG Investor Services, a global top 10 Fund Administration unit of Mitsubishi Bank. Alan has over 10 years’ experience working in Fund Administration with HSBC and SEI Investments. A graduate of DIT Hothouses New Frontiers Entrepreneur Development programme, Alan was also a member of the last batch of companies that participated in Telefonica’s Wayra Accelerator in Dublin. In early 2016 Alan founded the Dublin Funds Industry Innovation meetup group. Heading into the groups fifth event it boasts over 600 members.
Nick Hughes
Nick Hughes
COO
Marathon Asset Management
Eric Bernstein
Eric Bernstein
President
Broadridge
Mr. Eric Bernstein has been the President of Asset Management Solutions at Broadridge Financial Solutions, Inc since May 1, 2017. Mr. Bernstein served as Chief Operating Officer of Americas at eFront S.A., and served as its Chief Operating Officer of North America since his joining in May 2011. Mr. Bernstein is responsible for coordinating all business operations across the United States and Canada at eFront. Prior to eFront, Mr. Bernstein spent four years as Chief Operating Officer of the North America region for Sophis Technology (Ireland) Limited (also known as, Sophis, Inc.) since October 22, 2007. Previously, Mr. Bernstein spent six years at Linedata Services in various roles including Senior Vice President and Head of sales in North America. Prior to Linedata Services, he held positions at PaineWebber as head equity trader and at Melvin Specialists as a market maker and equity trader. He offers a tremendous track record of solution selling and delivery in the financial industry. He holds a B.A. in Economics from the State University of New York.
Alan Williamson
Alan Williamson
Director
Smart Communications
Alan Williamson heads up business development for the buy-side at SmartDX™ where he has been working for the past eight months. SmartDX™, previously known as Thunderhead, aims to be the industry-standard for negotiation and collaboration of derivatives contracts for capital markets. Previously he was at Omgeo, and its parent DTCC, for nearly ten years managing commercial relationships with the world’s leading investment banks, investment managers and investment outsource providers. Alan thus has many years’ experience in working with leading buy-sides in understanding first-hand their operational challenges – in both the securities and derivatives spaces - and delivering technology solutions that can mitigate risk, reduce costs and enhance operational performance. Alan is keen to see financial institutions embrace document digitalisation and collaboration in the derivatives space via cloud-based deployment in its broadest sense.
Dharmesh Darj
Head of Market Data
Hermes Investment Management
Jenny Nilsson
Jenny Nilsson
Head of Product Marketing
TriOptima
Jenny Nilsson is the Head of Product Marketing for TriOptima’s counterparty exposure management service, triResolve. Jenny plays an active role in encouraging market take up of triResolve’s Portfolio Reconciliation, Collateral Management and Reporting Validation services. Jenny has over 8 years of derivatives market experience, starting her career at ICE where she subsequently managed client services teams, Jenny then joined TriOptima as a Business Manager in 2012. In her role in business management, Jenny successfully delivered a range of functional projects and is utilising this experience and product knowledge to drive the triResolve business forward. Jenny holds a degree in Business and Economics.
Dharmesh Darij
Head of Market Data
Hermes Investment Management
Philippe Buron
Head of IT
Societe Generale
Bill Hodgson
Bill Hodgson
Owner
The OTC Space Limited
Bill has worked on some major industry projects such as the DTCC Trade Information Warehouse and the SwapClear Murex migration. In addition to being a strong leader and contributor to projects in the OTC market he has contributed to three books on OTC derivatives and delivered training courses globally on Central Clearing.
Ulrik Modigh
Ulrik Modigh
Head of Asset Management Operations
Nordea Asset Management
Olivier  Dumas
Olivier Dumas
Head of Middle Office
Head of Middle Office
Benjamin Kelly
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 behavioral finance research.
Adele  Rentsch
Adele Rentsch
Market Regulations Associate
The Alternative Investment Management Association
Adele is a member of the Markets Regulation team of the Alternative Investment Managers Association. Her work focuses primarily on MiFID2, and the incoming UK Senior Managers and Certification Regime. Over the past 12 months, Adele worked with an AIMA working group, chaired by Dechert LLP, to publish a guide on the MiFID2 best execution requirements. Adele is an Australian-qualified legal practitioner, with an LLB in Law from the University of Canberra, a Graduate Diploma in Legal Practice from the Australian National University, and an International Graduate Diploma in Financial Crime Prevention from the International Compliance Association. Prior to joining AIMA, she worked for the Financial Conduct Authority as a supervisor of the commercial and private banking divisions of one of the largest UK banks. Adele was also previously a government lawyer at the Australian Securities and Investments Commission, where she worked on legislative reforms and industry supervision in the investment management, pension funds and financial advice sectors.
Nick  Moore
Nick Moore
Founder & Executive Director
Lionpoint Group
Nick Moore has been working within the alternative investments sector for over 20 years, with clients in Australia, the UK, Europe and North America. His expertise is in the application of technology to solving complex business problems within the alternative investments sector as well as process, operations and reporting improvement. Mr. Moore is a specialist in helping clients define and implement operating models to enhance transparency and reporting while optimizing efficiencies and managing risk. With a PE background he appreciates the complexities of the GP-LP relationship and associated demands for greater transparency and analytics. Prior to Lionpoint Group, Mr. Moore ran his own consultancy business focused on strategy, structure and process advisory for large investors in and managers of real estate and alternative assets. Mr. Moore also previously worked for Soros Private Funds Management, Andersen (US and Australia), Price Waterhouse and Lend Lease. Mr. Moore is a CPA and holds a Bachelor of Commerce degree from UNSW in Australia.
Alexandros  Constantinou
Alexandros Constantinou
Chairman
MAP FinTech
Alexandros Constantinou is a Director and the Head of Compliance Services and Research Department of MAP S.Platis as well as Chairman of MAP FinTech. He has extensive experience in advising international financial services organisations on regulatory and risk management matters. Alexandros joined MAP S.Platis Group in 2008 and since then he has led and developed the compliance support services and regulatory research division of the firm. His work involves, inter alia, the provision of consultation and opinions to a large number of internationally-active Investment Firms and Investment Managers on legislative matters such as MiFID, MiFID II/MiFIR, EMIR, AMLD 4, AIFMD, UCITS, PRIIPs/KIDs, Market Abuse, Transparency. He frequently contributes to the advancement of local and European regulation and acts as an instructor and speaker at numerous seminars, training courses and other events on regulatory and compliance matters. Alexandros is an MCSI member of the Chartered Institute for Securities & Investment (CISI) and holds an Advanced Certification from the Cyprus Securities & Exchange Commission. He also holds a BSc in Computer Science from the University of Reading (UK) and an MSc in Finance and Investment from the University of Edinburgh (UK).

Advisory Board

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
Isidore joined the Operations team of Pictet Asset Management in 2006 as Middle Office Derivatives specialist. Since 2008, he is Head of Core Operations, which includes Transaction Processing, Portfolio Administration, Reconciliation & Collateral Management Units. Prior to working for Pictet AM, Isidore worked for the UBS group for more than ten years, both in Switzerland and in the US. His various roles included US equity and derivatives advisory, equity sales trading and execution, and subsequently US equity research sales for institutional clients in Geneva and Lugano. He also worked at Banque Safdié and at Société Générale, where he handled execution, sales trading and equity advisory for the research and investment functions. His current challenges are mainly around coping with existing and new regulations, managing operational risk primarily through increased automation and controls, manage costs and promote efficiency gains , and develop Fund Manager’s service proposition.