Fund Operator Summit | North America 2022 | Clear Path Analysis | 18 May 2022 | Convene, 530 5th Ave, New York, NY 10036, USA

This Event 2022 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.

KEY BENEFITS OF PARTICIPATING

BENEFIT 1
IN-PERSON NETWORKING OPPORTUNITIES :
Connect with like-minded fund operations professionals in-person and share your ideas, experiences and challenges.

BENEFIT 2
OPERATIONS-FOCUSSED DISCUSSION :
Discuss and debate the role of data and machine learning in operational processes, the changing role of investor preferences and customer experiences, and more.

BENEFIT 3
INTERACTIVE AGENDA :
A research-based and peer-led agenda featuring informative keynote presentations, inspiring panel debates and engaging workshop sessions. Join your peers and debate the trending topics in the minds of Chief Operating Officers and Data Management professionals.

BENEFIT 4
INFORMATIVE WORKSHOPS :
Connect with your peers in small groups in dedicated workshops based on a topic of your choosing, to challenge your existing thinking and open your mind to alternative approaches.

BENEFIT 5
LEARN FROM INDUSTRY PIONEERS :
Explore the latest trends in fund management operations alongside the biggest names in the industry. Hear their perspectives, experiences and top tips and present your burning questions during live Q&A.

2022 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

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

Chris Perkins
Managing Partner And President , Coinfund

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

Alex Golbin
Chief Data Officer, Morningstar

2022 Sponsors

• Arcesium
• SS&C