Fund Operator Summit 2023 | Clear Path Analysis | 18 May 2023 | TBA, New York

The Fund Operator Summit | North America provides an unrivalled opportunity for front, middle and back office leaders from the asset management industry to gather as a community, share ideas and learn what their peers are doing to improve the efficiency of their organizations.

The Summit features keynotes, panels and head-to-head discussions with highly-regarded representatives from major asset management firms, regulatory bodies and consulting organizations. Themes range from broad operational strategies to the latest technology to best practices. Attendees will also be able to engage and interact in insightful workshops on key topics that impact their day-to-day operations.

If you are an asset management representative overseeing Strategy, Operations, Marketing, Client Relations, Compliance, Data and Security, you will not want to miss this constructive gathering that allows attendees to learn, network and share ideas with their industry community.

2022 Past Speakers

Tim Jager
Senior Manager, Meradia

Suzanne Smore
Chief Operating Officer of Risk, State Street Global Advisors

Sohel Hussain
Director of Investment Operations, Meyer Memorial Trust

Simon Zais
Senior Consultant, Capco

Scott Kurland
Managing Director, SS&C Insurance Solutions

Russ Grimaldi
Chief Compliance, Horizon Kinetics

Patrice Trichon
Head of Marketing, Client Reporting and Digital, Brown Brothers Harriman

Matthew Fetta
Chief Operating Officer, CoinFund

Matt Weisman
VP of Business Development, Arcesium

Kenneth Lamar
Principal Partner, Lamar Associates LLC

Julia Bardmesser
Head of Data, Architecture and CRM Development, Voya Investment Management

Joanne Kane
Chief Industry Operations Officer, Investment Company Institute

Hannah Herold
Director of ESG Research, American Century Investments

Evan Fire
Chief Operating Officer, Pzena Investment Management

Dr. Yue (Nina) Chen
Executive Deputy Superintendent, Climate Risk Division, New York Department of Financial Services

Craig Peretz
Chief Financial Officer, Golden Eagle Strategies

Bradley Jones
Head of ESG Strategy, AQR Capital Management

Ben Harper
Managing Director, Head of ESG, Stonepeak Infrastructure Partners

Arthur Melkonian
Chief Operating Officer, Equinox Partners

Adam Salter
Solutions Consultant, SS&C Technologies