The Invitation-Only Forum for COOs and Heads of Investment Operations from Europe's Leading Buy Side Firms

06/16/2023

InvestOps EU Connect is an Invitation-Only Forum for COOs and Heads of Investment Operations from Europe's Leading Buy Side Firms. We provide high-level networking through a VIP, closed-door experience, supplemented by pre-qualified 1-1 meetings with hand-picked solution providers.

In May 2023, over 2 days we brought together 50+ Buy Side Investment Operations Leaders to the luxury venue, Sopwell House in St Albans! We hosted 23 engaging sessions to encourage benchmarking and learning from these senior peers. In addition, we offered 7 stand-alone 1-1 meeting slots; resulting in a total of 69 pre-qualified 30 minute meetings. Not just this, we also had networking experiences from our networking drinks to our three-course gala dinner! Our senior attendees represented some of Europe's Leading Buy Side Firms, such as:

Franklin Templeton, Fidelity International, American Century Investments, AXA Investment Managers, Principal Asset Management, Abrdn, Nordea, Nikko AM, Morgan Stanley Investment Management, IMPAX Asset Management, DWS Group

The audience breakdown at InvestOps EU Connect read as follows:

  • CEO / COO / VP - 24%
  • Director - 20%
  • Global - 21%
  • Head / Manager / Executive - 35%

View the full list of attendees here.

"Another great event, organisation and content as always was impressive and the workshops in particular all seemed to work well." - John Lund, Speaker at InvestOps EU Connect

Our Attendees Investment Priority

All our attendees had a minimum annual tech and services spend of £5 million, with 38% of these having an annual spend of £50million+. Each attendee has a minimum AUM of £1.5 billion, and 27% represent firms managing more than £500 billion+. 

With the extensive profiling and marketing campaign that happens in the lead up to the event, we facilitate meaningful business meetings, allowing Operations leaders to connect with solution and service providers who are best placed to help firms with their major operational priorities.

Here is a look at the solutions our InvestOps EU Connect Investment Leaders were looking to invest in, within the following 12 months:

  • AI - 91%
  • Data Analytic Tools & Platforms - 91%
  • Data Providers - 89%
  • RPA - 85%
  • Machine Learning - 84%
  • Regulatory Reporting Requirements - 80%


An Unrivalled Speaker Faculty

Under Chatham House Rule, our 31 speakers hosted a mix of high-level strategic case studies and interactive discussions focused on the industries biggest growth priorities. Our audience was able to get ideas from all the great minds through a variety of small working group discussions.

Our packed agenda of 23 sessions covered pressing industry topics, from Maximising Outsourced Partnerships & Boosting Performance in the Cloud to Enhancing ESG Insights & Securing Top Talent.

  • Philippe Ah-Sun, Global Head of Passive Operations, DWS Group
  • Thomas Vinding, Investments COO and Global Head of Trading, Nordea Asset Management
  • Siobhan Clarke, COO, Royal London Asset Management
  • Danielle Johnston, Director, European Operations, Principal Global Investors
  • Davina Goodall Smith, COO, EMEA, Nikko Asset Management
  • Hans Steyaert, Global Head of Operations Services, BNP Paribas Asset Management
  • Krzysztof Wierzchowski, Board Member and VP Securities Services, Franklin Templeton
  • Cormac Doyle, Head of Investment Management Operations, Fidelity International
  • Andreas Uremovic, Global Head Investment Portfolio Compliance, Allianz Global Investors
  • Heinrich Hardy, Head of Investment Operations, BNP Paribas Asset Management

These are just a handful of the brilliant speakers we heard from at InvestOps EU Connect 2023.

Take a look at the full speaker line up and topics discussed by downloading our agenda here.

"I really enjoyed the event and found it useful. Happy to be part of the next event in a similar role. Thanks again WBR for your support in such a successful event." - John Marsland, Speaker at InvestOps EU Connect

Social Media was Buzzing

There was a great buzz on social media whilst InvestOps EU Connect was taking place. Here’s a look at some of our favourite posts on LinkedIn:

Krzysztof Wierzchowski, Vice President, Franklin Templeton - “I had a privilege to moderate a fantastic discussion about the #digitaltransformation with peers across the buy side.”

Chrisitan Mahrbeck, Head of Back Office and Derivatives Operations, Nordea Asset Management - "Tackles some of the biggest challenges and hottest opportunities in our market today. It’s a crucial event for any buy side operations leader to ensure they have the right contacts, knowledge and tools to succeed."


SAVE THE DATE

InvestOps EU Connect 2024: May 2024

InvestOps EU Connect 2024 is already starting to take shape. Sponsorship opportunities are available now.

If you want the chance to be introduced to your next client – get in touch with our team! Get in touch here.