InvestOps Europe Connect 2024
21 - 22 May, 2024
Sopwell House, St Albans
Main Day 2 | 22nd May
8:00 - 8:55
Registration and Networking
Tuck into our delicious breakfast buffet and enjoy a variety of breakfast sandwiches, pastries and fresh fruit accompanied by a cup of gourmet coffee from our experienced barista
8:55 - 9:00
Chair's Opening Remarks
Lessons Learned from T+1
9:00 - 9:30
Industry Initiatives Panel: The Road to T+0 Settlements: How can you apply T+1 requirements to new regions and assets classes and lay the foundation for a future transition towards T+0 settlements?
Tracey Jordal -
EVP, Head of EMEA Operations and Trade Support,
PIMCO
Tom Cunningham -
Global Head of Investment Operations,
Hargreaves Lansdown
Maria Isaza -
Managing Director, Global Head of Investment Operations,
Man Group
- What are the key technological, regulatory, and operational challenges that need to be addressed to facilitate the transition from T+1 to T+0 settlements?
- What are the considerations for navigating the regulatory landscapes of different regions when aiming to implement faster settlement cycles, and how can investment operations teams ensure compliance while achieving scalability?
- What are the potential benefits of moving to true T0 settlements and what impact would instant settlements have on operations functions?
Responding to Macroeconomic Trends
9:30 - 10:00
Cross Functional Panel: How can front to back teams better collaborate to ensure that post trade complexity is managed whilst meeting client needs in the development of new innovative instruments and funds?
Amanda Brady -
Head of EMEA Investment Operations,
Vanguard
Paul Devine -
Head of Investment Operations,
Mercer
Bill Gourlay -
Managing Director,
Independent Consultant's Network
Mark Austin -
Head of Trade Support,
Connor Clark & Lunn
- What strategies can be employed to effectively manage post-trade complexity, ensuring operational efficiency while meeting the evolving demands of clients in a rapidly changing financial landscape?
- How can communication channels be optimized between front, middle, and back-office teams to address challenges and opportunities holistically throughout the entire product lifecycle?
- What role does technology play in fostering collaboration and managing post-trade complexities whilst facilitating the trading of ever more complex asset classes?
- To what extent does the front office dictate new product strategy or can operational teams influence the strategic direction that firms take?
Buy-Side Only Think Tanks
Innovation Think Tank
10:00 - 10:40 Innovation Think Tank: Reserved for State Street Claire Brunton - Managing Director, Head of Indirect FX and StreetFX EMEA, State Street
Innovation Think Tank
10:00 - 10:40 Innovation Think Tank: Available for Sponsor
10:40 - 10:45
5-minute transition
10:35 - 11:40
Networking Break
10:45 - 11:15
Private business meetings
11:15 - 11:20
5-minute transition
11:20 - 11:50
Private business meetings
11:50 - 11:55
5-minute transition
Operating In New Regulatory Regimes
11:45 - 12:05
Regulatory Fireside Chat: Keeping pace with regulatory change: How are new regulations such as SFDR and the EMIR Refit impacting operational performance and how can you evolve your capabilities to meet new requirements?
Martha Fee -
Industry Practitioner & Former COO,
Independent
- Beyond mere compliance, how can investment operations professionals strategically leverage regulatory changes as opportunities to enhance operational performance, risk management, or client engagement?
- How have recent regulatory changes, such as SFDR (Sustainable Finance Disclosure Regulation) and EMIR Refit (European Market Infrastructure Regulation), specifically influenced the day-to-day operational performance of investment firms?
- Are there technology solutions or best practices for regulatory compliance management that can help organizations adapt to incoming regulatory updates without significant disruption to their operations?
Defining Future Skillsets
12:05 - 12:35
Panel Discussion: Talent acquisition, upskilling and retention: How can you enhance your talent management strategies to equip your function with the skills needed to thrive in new market dynamics?
Lyndsay Cooper -
Director, Investment Operations,
Baillie Gifford
Attar Sokhal -
Head of Investment Operations,
American Century Investments
Bill Gourlay -
Managing Director,
Independent Consultant's Network
Emma McConachie -
Founder,
Areté Ventures
- Which initiatives have proven effective in attracting and nurturing talent within the investment operations field, and how do these strategies align with broader organisational goals?
- What are the recent industry trends and emerging roles within investment operations that demand specific skill sets, and how can organisations proactively address these talent requirements?
- How can you facilitate reskilling and upskilling programs to help your teams adapt to changing job and technology requirements?
Lyndsay Cooper
Director, Investment OperationsBaillie Gifford
Buy-Side Only Think Tanks
Head of Investment Operations Think Tank
12:35 - 13:15 How can you foster meaningful relationships with vendors and service providers to ensure that external partnerships develop and continue to contribute real value-add? Sandi McNamara - Head of EMEA Investment Operations, Morgan Stanley Investment Management
Head of Investment Operations Think Tank
12:35 - 13:15 Leveraging Operational Scale: How can you scale new operational capabilities and solutions globally to drive efficiencies across diverse regions and asset classes? Davina Goodall Smith - Former COO, Independent Consultant
13:15 - 14:30
Networking Lunch
13:15 - 14:30
InvestOps ADVISORY BOARD LUNCH
This is a private lunch for the InvestOps Advisory Board to brainstorm together the 2024 edition of the event and how to ensure the agenda will reflect key conversations from the past two days.