InvestOps Europe 2018

17 - 18 September, 2018

Victoria Park Plaza, 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.

Speakers

Ed Gouldstone
Head of Product Management – Asset Management
Linedata

Ed Gouldstone is Head of Product Management for Linedata's Asset Management business, responsible for global product strategy for the company's buy-side solutions.  Prior to his current role, Ed managed Linedata’s Hedge Fund products and had responsibility for European client services and delivery for clients across Linedata's suite of solutions for global asset managers. Since joining Linedata in 2004, Ed has held positions in support, client services and development focused on the global hedge fund community. Ed holds a BSC in Mathematics from the University of Bristol and has held the Chartered Alternative Investment Analyst (CAIA) designation since 2007.

David Nable
Managing Director and the Head of Commercial Strategy
Arcesium

David Nable is a Managing Director and the Head of Commercial Strategy for Arcesium.

In this role, David is responsible for new business initiatives, marketing, analyst and consultant relations, external communications, product definition, and client relationship management.  Prior to joining Arcesium, David was the Head of U.S. Sales and a member of the global operating committee for Credit Suisse Prime Fund Services, a fund services business that was acquired by BNP Paribas. Earlier, David spent nine years at Goldman Sachs in sales and client management roles across both the Prime Brokerage and Fund Administration businesses.

David earned a bachelor's degree in finance from the University of Maryland, College Park and is a CFA Charterholder.


Eric Bernstein
President
Broadridge Financial Solutions, Inc.
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.
Julia Streets
Founde
Streets Consulting
Philippe Laurensy
Managing Director
Euroclear
Kevin Muller
Manager - IT Business Change
Coller Capital

Head of IT business change with over 20 years’ experience in the financial services sector across a range of institutions, business functions and financial products.

Main responsibility at Coller Capital is to drive strong business/technology alignment with the objective of fulfilling the business demand for capabilities, tools and platforms that help reinforce our market leading position.

Coller Capital is one of the world's leading investors in private equity's secondary market.


Alan Williamson
Senior Account Director
SmartDX™
Alan Williamson heads up global business development for the buy-side at SmartDX where he has been working for the past eighteen months. SmartDX aims to be the industry-standard for the negotiation of derivatives contracts for capital markets. Previously he was at DTCC for nearly ten years managing 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 and delivering technology solutions that can mitigate risk, reduce costs and enhance operational performance. Alan is particularly keen to see financial institutions embrace document digitalisation and collaboration in the derivatives space using cloud-based deployment. This has particular relevance for the collateral management process.
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.


John Marsland
Chief Operating Officer
Schroder Investment Management Limited
John Marsland is Chief Operating Officer, Investment at Schroder Investment Management in London and is responsible for global trading, investment operations and the investment management platform. Mr. Marsland began his investment career in 1992 at UBS Philips & Drew as a UK economist, and subsequently moved into investment strategy, risk management and quantitative fund management roles. Mr. Marsland read Economics at Downing College, University of Cambridge, and holds a MSc in Economics from Birkbeck College, University of London. He is a CFA charterholder and has served a board member and vice-chair of CFA UK and as a member and chair of the CFA Institute's Claritas Investment Certificate Advisory Board.
Sean Kennedy
Head of Investment Operations - EMEA
Vanguard
Sean leads the EMEA region for Vanguard’s Global Investment Operations teams including Investment Book of Record (IBOR) functions, liquidity management, trade processing, corporate actions, and trade reporting. His teams provide both local intra-day trade floor support and operational support for all Vanguard products globally. In addition, he serves as the global head of the Investment Ops Oversight & Control function, focused on risk management. His current priority is future-proofing his organisation against complexity, scale, and risk through a global transformation. He has held a variety of Finance leadership positions between London and the US during his tenure at Vanguard. Sean also helped launch the EMEA Investment Ops team in London in 2011. Sean holds a degree in Finance and International Business with executive education from Harvard and London Business School.
Adam Pacey
Head of Regulatory & Transformation
M&G Investments
Adam Pacey is currently Head of Regulatory Change at M&G Investments. He joined the asset management arm of the Prudential Group in 1998 as a graduate. Post the Prudential’s purchase of M&G in 1999 he undertook a variety of roles across Operations, Front Office and Trading with a particular focus on Derivatives and Securities Financing. Adam left the Group in 2007 to take up a Business Development role at Data Explorers after its sale to a Private Equity firm and then subsequently within Sungard’s Securities Finance Division maintaining his focus on Securities Financing. After taking a career break to work with the Africat foundation on the rescue and release of big cats in Namibia he returned to M&G Investments in 2011 and took up an SME role helping shape the Groups response to the EMIR regulations. More recently he took up the role of Head of Regulatory Change to oversee the Regulatory Change Portfolio. Adam has been involved in a number of publications and as a panellist on many aspects of the EMIR Regulations and their impact on the buyside, and most recently on the topic of Regulatory Change.
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. He is in charge of the supervision on all the compliance topics for the UK and Asia subsidiaries. Amundi is Europe’s largest asset manager by assets under management and ranks in the top 10 globally. Thanks to the integration of Pioneer Investments, it now manages more than 1.4 trillion euros of assets across six main investment hubs . Amundi offers its clients in Europe, Asia-Pacific, the Middle-East and the Americas a wealth of market expertise and a full range of capabilities across the active, passive and real assets investment universes.
Shamus Rae
Head of Innovation, Digital Labour and Cognitive Transformation
KPMG
Shamus is the lead on Intelligent Automation (transformation/ automation through the use of Artificial Intelligence) for KPMG both transforming the firm's services but also taking this experience into the market place to help clients embrace this new and disruptive technology. Shamus has led several client projects focusing on Artificial Intelligence strategy and implementation. Shamus has spent the last 20 years delivering major transformation programmes and was one of the founders of the Offshoring Industry in the late 1980's. Shamus founded WNS, now one of the largest Offshore BPO providers. He helped build IBM's offshore BPO centres including acquisitions and was previously a partner at PWC. Shamus will be delivering the keynote presentation ‘AI – It’s Not In The Future, It’s Here, Now: How To Ensure You Are Investing In The Right Initiatives That Add Value To Your Business And Make Commercial Sense’ on the 13th June.
Vikrama Aditya
Chief Transformation Officer
HSBC, Asset Management Group
Vikramaaditya is Chief Transformation & Administration Officer for HSBC’s Global Asset Management business with responsibility for leading the global portfolio of business and regulatory change initiatives as well as strategic initiatives within Operations including global infrastructure change and optimisation of operating models. HSBC Global Asset Management manages assets of over USD 460Bn with offices in 26 countries and territories across the world. Vikram has over two decades of experience in the financial services sector across diverse businesses in UK and India. Prior to his current role, Vikram was responsible for global business strategy for HSBC’s Global Asset Management business and was earlier CEO for HSBC’s Asset Management business in India. Vikram has also led HSBC’s Securities Services business in India.
Suren Chellappah
COO
Sanford C. Bernstein
Mr. Chellappah was appointed Global Head of Risk in 2012. In addition, he continues to serve as the COO/ CFO for Bernstein’s European sellside business, a role he has held since 2003. Prior to that, Mr. Chellappah was the CFO for Instinet’s European broker-dealer business between 1999-2003. Mr. Chellappah began his career at Prudential Corporation before moving to Instinet in 1993. Mr. Chellappah holds a BSc in Civil Engineering from University College, Swansea, an MBA from Henley Management College and is a Fellow of both the Chartered Association of Certified Accountants and the Chartered Institute for Securities & Investment. Location: London
Christian Brønd Måhrbeck
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.
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. He moved to New York for the Sunday Times in 1979, returning to become a City Editor of the Times in 1981 and moved to the Evening Standard in 1984 where he has served as City Editor, Managing Director and currently as Financial Editor. 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.  Unusually for a journalist he has also had a successful commercial career, being involved with the launch of several magazine and publishing companies, serving as a non executive director of a Lloyd’s insurance company and a management consultancy and serving for six years as chief executive of the Evening Standard and a director of Associated Newspapers Ltd, owners of the Daily Mail. He has also served for 20 years as a pension trustee and member of its investment committee.  He was a visiting professor in economics at London Metropolitan University in 2010-2012 and received an honorary degree from Aberdeen University in 2011 in recognition of his articles from 2005 – 2007 predicting the financial crash. 
Kurt Hangaard
Senior Vice President and Head of Operations
Danske Bank Investment Management
Kurt Hangaard is the Head of Operations supporting the Asset Management and fund management activities in the group.
Ms. Karin Van Baardwijk serves as Senior Vice President of Operational Risk Management at Robeco. Ms. Van Baardwijk has been with Robeco since 2006. Ms. Baardwijk was a Financial Services Consultant for Atos KPMG Consulting. She serves as a Director of RobecoSAM AG. She holds an LLM in Corporate Law and an M.Sc in Business Economics from the University of Utrecht.
Vincent Dessard
Senior Policy Advisor
European Fund and Asset Management Association (EFAMA)
Vincent is responsible for various legal domains related to capital market issues e.g. (i) MiFID II; and (ii) European Regulation on OTC derivatives, central counterparties and trade repositories (EMIR); and (iii) Market Abuse; and (iv) Risk Management at EFAMA. He is heavily involved in legislative proposals and amendments on MiFID II with the European Council, the European Parliament and the European Commission and advising on the implementation at national level of the covered EU legislation.
Dr. Kay Swinburne
MEP, Member of Economic and Monetary Affairs
European Parliament
Dr Swinburne was elected as Conservative MEP for Wales in July 2009. Her academic qualifications include a degree in Biochemistry and Microbiology followed by a Ph.D. in medical research and an MBA. A successful career in investment banking has given her in-depth knowledge of the global financial markets, specialising in advisory work for pharmaceutical and biotechnology companies, including M& A, venture capital investments, mezzanine financing and IPOs. This, combined with her experience advising businesses in Europe and the US, led to her appointment as Coordinator of the Economic and Monetary Affairs Committee. Other responsibilities include being a member of the European Economic Area delegation. Dr Swinburne also serves as a Welsh Conservative Party Board Member. Dr Swinburne has followed closely all of the financial market reform legislation in the EU since being elected and is shadow Rapporteur on the Markets in Financial Instruments Directive and Regulation (MiFID II) and the Regulation on Benchmarks reform, as well as EMIR concerning central clearing of derivatives and SFTR concerning the reporting of securities financing transactions.
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.
Christoph Heid
Head of Division, Strategy & Policy
European Central Bank
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.
Mark Whitcroft
Founding Partner
Illuminate Financial Management
Mr. Mark Whitcroft serves as a Partner and Founding Partner at Illuminate Financial Management LLP. Previously, he was a Principal at the firm. Prior to joining Illuminate, Mr. Whitcroft spent 11 years in various senior capital market roles at Deutsche Bank and HSBC. He was an Executive-in-Residence at StartUpBootCamp FinTech. He has been investing in FinTech companies since 2010 and has worked with a number of FinTech startup accelerators globally. Mr. Whitcroft has been on Industry Advisory Board for ValueStream Labs and a mentor for Deutsche Bank at the Accenture FinTech Innovation Lab. He is a Director of ChartIQ, Inc. He holds a BSc in Human Sciences from University College London
Daniel Sandman
Head of Customer Protection
Allianz SE
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. He will be sharing his insight and analysis on the all-star panel considering the impact of regulation on institutions.
Fabio Tramontano
Executive Director
Goldman Sachs Asset Management
Fabio Tramontano is an Executive Director within GSAM Operations and is part of the Operations Senior Leadership group. He currently manages the GSAM Operations EMEA Trade Management and Client Solutions teams as well as having responsibility for Private Wealth Management Operations. Fabio joined Goldman Sachs in 2006 and has held a variety of positions within GSAM Operations including Asset Servicing, Middle Office and Client Onboarding roles. Fabio graduated from Warwick University in 2006 with a BA in Sociology.
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.
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.
Daniel Smith
Head of Hedge Fund Services
Pictet Asset Management

Provide Treasury and Operational Support to the Total Return Franchise

$9.5Bn AUM, 12 Strategies, 35 Portfolio Managers and analysts across 5 Investment locations

Multi-asset, Equity and Fixed Income


Ismail Larbi Meziane
Head of Middle Office France
Candriam Investors
Ismail has 12 years’ experience in the asset management space and started working in operations in 2005 with a strong focus on derivatives. Ismail manages three different teams and focuses on post trade on securities, derivatives and security lending, collateral management, implementation of new regulations (e.g. EMIR) and the launch of new products
Diana Dhote
Head of Global Operations
HSBC, Asset Management Group
Diana Dhote is responsible for: Leading, defining, implementing and reviewing the global policy for all Middle Office and Back Office Operational Areas Leading all strategic initiatives and driving efficiencies within Global Operations Managing the Global Operations Offshore function
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.
Steve Ward
Trade Performance and Psychology Coach
Performance Edge

Steve is the owner of Performance Edge Consulting Ltd and is passionate about performance and enhancing people’s performance. He specialises in working with trading, investing and banking clients helping them to enhance their performance by providing training, coaching and consultancy that is focused around the three key areas of psychology, physiology and performance. Prior to his work in the financial world he worked as a performance coach to elite athletes and teams in over 30 sports, and he has also coached professional poker players. He provides a highly practical approach to performance enhancement drawing upon a unique combination of performance psychology, decision science, neuroscience, biology, stress physiology, mindfulness-based strategies and elite performance principles.

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.
Geoff Galbraith
COO
MAN Group
Man is an active investment management firm focused on delivering attractive performance and client portfolio solutions, deploying the latest technology across our business to help ensure we stay at the forefront of our evolving industry. Across our investment managers, we manage US$ 112.7bn for our global clients. We provide long-only, alternative and private markets products on a single and multi-manager basis Responsible for the operating model of Man servicing 5 main investment units, covering operations, technology and fund treasury functions.
Stéphane Janin
Head of Global Regulatory Development
AXA Investment Management
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. 
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.
Sophie Rahm
ESG Analyst
Aviva Investors

Sophie is ESG Analyst with Aviva Investors France. Her role is to promote the integration of ESG risks and opportunities in investment management. She also coordinates the research and investment process for Aviva Investors France’s recently-launched SRI funds. Before joining the Parisian office of Aviva Investors, Sophie has worked for Schroders in London and Standard Life in Edinburgh. She began her career with Trucost, a carbon footprinting specialist. She holds a MSc. in Environmental Policy from the London School of Economics.

Harold Bimpong
Head of Securities Operations
Aviva Investors
Harold is Aviva Investor's Head of Operations Securities Finance working across all global regions with multi asset-classes. He leads a team that oversees all operational aspects of Aviva Investors covering their 60 billion GBP in lendable assets. Harry is currently focusing on ensuring highly efficient operational workflows relating to trade, settlements, corporate entitlements and fee income collection. This has involved implementing a single system from the front end to back office as well as resolving CASS - client money reporting rules. He is heavily involved in securities lending, something he has done successfully to support Aviva’s operations for over 14 years.
Alan Copping
Head of Market Support
SimCorp
John Hosie
Global Programme Director
Franklin Templeton
Stuart Warner
Head of Technology UK & Continental Europe Financial Services
Fidelity International
Olivier Dumas
Head of Middle Office, Deputy Head of Core Operations
Pictet Asset Management
Paul Miller
Managing Director
Knadel
Colin Stock
Executive Director, Investment Operations
J.P. Morgan Asset Management
Darryl Cornelius
Head of European Regulatory Projects
State Street Global Advisors
Krzysztof Wierzchowski
Global Trade Services Director
Franklin Templeton Investments
Mark Persiani
Head of Derivatives Operations
Blackrock
Mike Tumilty
Director of Global Operations
Aberdeen Standard Investments
Giles Travers
Managing Director
LionPoint Group

Giles Travers is a Managing Director with Lionpoint Group. Giles has over 15 years’ experience of advising international asset managers in respect of technology, operations and legal strategy. Prior to Lionpoint Group, Giles was an investment funds lawyer before moving into senior roles within the alternative asset management industry.

Lionpoint Group is a global consulting firm focused on delivering operational transformation and enabling technology solutions to the alternative investment industry. We partner with fund managers,  investors and financial services firms to design target state operating models, lead system selection and implementation projects, and deliver operational improvement initiatives across the front, middle, and back office.


John Lund
Buy Side ‎Derivatives
Collateral Management Specialist
Naomi Clarke
Head of Data
GAM
Anne Martel Pitollat
Deputy CEO and Chief Operating Officer
Amundi London
Mohammed Mesli
Head of IT Operations
Unigestion
Mitchell Dean
COO
Old Mutual Global Investors
Alain Mandy
COO
Wellington Management
Holger Schwetje
Co-Head Investment Operations Europe
Allianz Global Investors
Katy Stevens
Global Lead, Regulations
M&G Investments
Jarno Bostelaar
Head of Operations Cardano Group
Cardano

Jarno is responsible for the Operations teams in UK and NL. The UK team is the centre of excellence for Fund trading and the NL team for Fixed Income and Derivative products. In his role his main responsibilities are:

  • Building Teams that are self-organised, focus on continuous improvement and have a strong risk awareness
  • Digital transformation and implementation of integrated work flow and STP solutions
  • Integration and evaluation of regulatory reporting requirements
  • Standardizing and integrating collateral and margin processes and infrastructure

Henrik Bestue
Head of Middle Office
Nordea Investment Management
Brian Lynch
CEO and Co-Founder
RegTek

Launched in 2017, over half of the G16 Banks already rely on RegTek.Solutions expertise and technology for the quality, completeness and accuracy of their trade and transaction reporting. On a mission to bring ‘sustainable compliance’ to the capital markets, RegTek.Solutions helps firms lower the cost of compliance and mitigate risks. The firm’s strategy is led by Brian Lynch, its CEO and Co-Founder, informed by 20+ year experience in senior capital markets technology roles. He most recently held a COO position at UBS. Previous entrepreneurial experiences include starting an ending a dotcom, a good education for this next adventure. 

Andreas Roussos
Chief Business Development Officer
Point Nine
David White
Head of Sales
TriOptima

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.

Matthew Scott
Head of Operations
G-Research