| The Summit agenda |
| Monday, 25 September | ||||||
 08:00 - 09:00 | Delegate registration and breakfast | |||||
| 09:00 - 09:45 | Fireside chat/Keynote presentation - TBA | |||||
| 09:45 - 10:30 | Talent management: Recruiting and retaining key team members [More Info] Moderator: Ken Somerville, COO, Quintillion Limited Mush Ali, Director, One Ten Associates Simon Goodman, Co-founder & COO, PSG Capital LLP Mark Long, COO, European Credit, BlackRock Walter Womersley, COO, Whard Stewart | |||||
| 10:30 - 11:00 | Refreshment break | |||||
| 11:00 - 11:45 | Effective cost-management in a low-fee environment [More Info] Moderator: David Tattan, Head of European Business Development, Tora David Burnside, COO, Finisterre Capital Stephen Foster, CEO, Credit Suisse Asset Management Limited Dan Page, Head of asset management advisory , KPMG Declan Quilligan, Managing Director, Citco Fund Services Luke Venables, COO, Venn Partners | |||||
| 11:45 - 12:30 | Breaking new ground & optimizing reputation management: Forming a dynamic digital strategy for your fund [More Info] Moderator: Scott Coey, Managing Director, Head of EMEA Relationship Development – Hedge Fund, ETF & Structured Products, BNY Mellon Andrea Bornatico, Co-Head of Risk & Chief Compliance Officer, Argentière Capital AG George Chamberlain, COO, CDAM (UK) Andrew Honnor, Founder & Managing Partner, Greenbrook Communications Paud O'Keeffe, Head of HFS Innovation, BNP Paribas Securities Services Russell Hart, COO, Alcova Asset Management | |||||
| 12:30 - 13:30 | Lunch | |||||
| 13:30 - 14:15 | Roundtables [More Info] | |||||
| 13:30 - 14:15 | A. Three months to MiFID II: Are you where you need to be? [More Info] Darren Fox, Partner, Simmons & Simmons Stuart Field, Director, Head of New Business Sales EMEA, Eze Software | |||||
| 13:30 - 14:15 | B. Cloud management and navigating the GDPR legislation [More Info] Ray Bricknell, Managing Director, Behind Every Cloud Darren Tingley, Head of IT, Lansdowne Partners | |||||
| 13:30 - 14:15 | C. Cyber-security: Fighting internal & external threats [More Info] Nick Reid, Owner, Tancroft Henry Keville, Senior Vice President, Lockton Jay Tanna, COO, ARG Asset Management | |||||
| 13:30 - 14:15 | D. Transforming your operational infrastructure [More Info] Ian Holden, Managing Director, SS&C GlobeOp Frances Chambers, COO, Ardevora Asset Management | |||||
| 13:30 - 14:15 | E. Exploring cash management and in-house treasury functions [More Info] Pat O’Callaghan, Global Head of Client Portfolio Management, Liquidity Solutions, GSAM Hartej Jagdev, Head of Operations and Partner, Naya Management | |||||
| 13:30 - 14:15 | F. Global distribution: Regulations, structures & outsourcing options [More Info] Joachim Cour, Senior Associate, Elvinger Hoss Prussen Joe Vittoria, CEO, Mirabella | |||||
| 13:30 - 14:15 | G. Effective Operational Due Diligence – what do investors and regulators want? [More Info] Russell Christie, Head of Operations, Argentiere Capital AG Lisa Roitman, Business Development & Marketing Strategist, Bloomberg Tom Cole, Director – Europe, Abacus Group | |||||
| 13:30 - 14:15 | H. Vendor management, co-sourcing and beyond: Troubleshooting your outsourcing issues [More Info] Chaim Hack, Director of EMEA Business, Enfusion, LLC David Wallace, Executive Director of Account Management, Capital Support | |||||
| 13:30 - 14:15 | I. Brexit workshop: Preparing for the unknown [More Info] | |||||
| 13:30 - 14:15 | J. Mitigating against the risks: Insurance update [More Info] John Dexter, Head of Financial Institutions , Travelers | |||||
| 13:30 - 14:15 | K. Building a successful prime broker relationship [More Info] Matthew Pinnock, Head of Multi Asset Prime Brokerage in Europe & Global Head of FX Prime Brokerage, BNP Paribas Stuart A. Bloomfield, Managing Director, Prime Services, Scotia Bank | |||||
| 13:30 - 14:15 | L. Tax update: Criminal tax law & evasion penalties [More Info] Jon Hanifan, Tax Director, Throgmorton | |||||
| 13:30 - 14:15 | M. Building your board of directors [More Info] | |||||
| 14:15 - 15:00 | Roundtables [More Info] | |||||
| 14:15 - 15:00 | A. Three months to MiFID II: Are you where you need to be? [More Info] Darren Fox, Partner, Simmons & Simmons Stuart Field, Director, Head of New Business Sales EMEA, Eze Software | |||||
| 14:15 - 15:00 | B. Cloud management and navigating the GDPR legislation [More Info] Ray Bricknell, Managing Director, Behind Every Cloud Darren Tingley, Head of IT, Lansdowne Partners | |||||
| 14:15 - 15:00 | C. Cyber-security: Fighting internal & external threats [More Info] Nick Reid, Owner, Tancroft Henry Keville, Senior Vice President, Lockton | |||||
| 14:15 - 15:00 | D. Transforming your operational infrastructure [More Info] Ian Holden, Managing Director, SS&C GlobeOp | |||||
| 14:15 - 15:00 | E. Exploring cash management and in-house treasury functions [More Info] Pat O’Callaghan, Global Head of Client Portfolio Management, Liquidity Solutions, GSAM Hartej Jagdev, Head of Operations and Partner, Naya Management | |||||
| 14:15 - 15:00 | F. Global distribution: Regulations, structures & outsourcing options [More Info] Joachim Cour, Senior Associate, Elvinger Hoss Prussen Joe Vittoria, CEO, Mirabella Pajani Singah, COO, Inflection Point Investments | |||||
| 15:00 - 15:30 | G. Effective Operational Due Diligence – what do investors and regulators want? [More Info] Russell Christie, Head of Operations, Argentiere Capital AG Camille N’Dia, Director, Liquid Alternative Investments, Amundi Asset Management Lisa Roitman, Business Development & Marketing Strategist, Bloomberg Chris Grandi, Founder / CEO / Chairman, Abacus Group | |||||
| 14:15 - 15:00 | H. Vendor management, co-sourcing and beyond: Troubleshooting your outsourcing issues [More Info] Chaim Hack, Director of EMEA Business, Enfusion, LLC David Wallace, Executive Director of Account Management, Capital Support | |||||
| 14:15 - 15:00 | I. Brexit workshop: Preparing for the unknown [More Info] | |||||
| 14:15 - 15:00 | J. Mitigating against the risks: Insurance update [More Info] John Dexter, Head of Financial Institutions , Travelers | |||||
| 14:15 - 15:00 | K. Building a successful prime broker relationship [More Info] Matthew Pinnock, Head of Multi Asset Prime Brokerage in Europe & Global Head of FX Prime Brokerage, BNP Paribas Stuart A. Bloomfield, Managing Director, Prime Services, Scotia Bank | |||||
| 14:15 - 15:00 | L. Tax update: Criminal tax law & evasion penalties [More Info] Jon Hanifan, Tax Director, Throgmorton | |||||
| 14:15 - 15:00 | M. Building your board of directors [More Info] | |||||
| 15:00 - 15:30 | Refreshment break | |||||
| 15:30 - 16:15 | Roundtables [More Info] | |||||
| 15:30 - 16:15 | A. Three months to MiFID II: Are you where you need to be? [More Info] Darren Fox, Partner, Simmons & Simmons Pajani Singah, COO, Inflection Point Investments Stuart Field, Director, Head of New Business Sales EMEA, Eze Software | |||||
| 15:30 - 16:15 | B. Cloud management and navigating the GDPR legislation [More Info] Ray Bricknell, Managing Director, Behind Every Cloud | |||||
| 15:30 - 16:15 | C. Cyber-security: Fighting internal & external threats [More Info] Henry Keville, Senior Vice President, Lockton Nick Reid, Owner, Tancroft | |||||
| 15:30 - 16:15 | D. Transforming your operational infrastructure [More Info] Ian Holden, Managing Director, SS&C GlobeOp | |||||
| 15:30 - 16:15 | E. Exploring cash management and in-house treasury functions [More Info] Damon Barber, COO, Toscafund Asset Management Pat O’Callaghan, Global Head of Client Portfolio Management, Liquidity Solutions, GSAM | |||||
| 15:30 - 16:15 | F. Global distribution: Regulations, structures & outsourcing options [More Info] Andrea Morrall, Partner and Chief Operating Officer, Eleva Capital Joachim Cour, Senior Associate, Elvinger Hoss Prussen Joe Vittoria, CEO, Mirabella | |||||
| 15:30 - 16:15 | G. Effective Operational Due Diligence – what do investors and regulators want? [More Info] Phillip Chapple, COO, Monterone Partners LLP Camille N’Dia, Director, Liquid Alternative Investments, Amundi Asset Management Lisa Roitman, Business Development & Marketing Strategist, Bloomberg Tom Cole, Director – Europe, Abacus Group | |||||
| 15:30 - 16:15 | H. Vendor management, co-sourcing and beyond: Troubleshooting your outsourcing issues [More Info] Chaim Hack, Director of EMEA Business, Enfusion, LLC David Wallace, Executive Director of Account Management, Capital Support | |||||
| 15:30 - 16:15 | I. Brexit workshop: Preparing for the unknown [More Info] | |||||
| 15:30 - 16:15 | J. Mitigating against the risks: Insurance update [More Info] John Dexter, Head of Financial Institutions , Travelers | |||||
| 15:30 - 16:15 | K. Building a successful prime broker relationship [More Info] Matthew Pinnock, Head of Multi Asset Prime Brokerage in Europe & Global Head of FX Prime Brokerage, BNP Paribas Stuart A. Bloomfield, Managing Director, Prime Services, Scotia Bank | |||||
| 15:30 - 16:15 | L. Tax update: Criminal tax law & evasion penalties [More Info] Jon Hanifan, Tax Director, Throgmorton | |||||
| 16:15 - 17:00 | 1. Roundtables [More Info] | |||||
| 16:15 - 17:00 | A. Three months to MiFID II: Are you where you need to be? [More Info] Darren Fox, Partner, Simmons & Simmons Stuart Field, Director, Head of New Business Sales EMEA, Eze Software | |||||
| 16:15 - 17:00 | B. Cloud management and navigating the GDPR legislation [More Info] Ray Bricknell, Managing Director, Behind Every Cloud | |||||
| 16:15 - 17:00 | C. Cyber-security: Fighting internal & external threats [More Info] Henry Keville, Senior Vice President, Lockton Nick Reid, Owner, Tancroft | |||||
| 16:15 - 17:00 | D. Transforming your operational infrastructure [More Info] Frances Chambers, COO, Ardevora Asset Management Ian Holden, Managing Director, SS&C GlobeOp | |||||
| 16:15 - 17:00 | E. Exploring cash management and in-house treasury functions [More Info] Damon Barber, COO, Toscafund Asset Management Mike Brian, Head of Prime Service, Europe, Scotia Bank Pat O’Callaghan, Global Head of Client Portfolio Management, Liquidity Solutions, GSAM | |||||
| 16:15 - 17:00 | F. Global distribution: Regulations, structures & outsourcing options [More Info] Andrea Morrall, Partner and Chief Operating Officer, Eleva Capital Joachim Cour, Senior Associate, Elvinger Hoss Prussen Joe Vittoria, CEO, Mirabella | |||||
| 16:15 - 17:00 | G. Effective Operational Due Diligence – what do investors and regulators want? [More Info] Phillip Chapple, COO, Monterone Partners LLP Chris Grandi, Founder / CEO / Chairman, Abacus Group Lisa Roitman, Business Development & Marketing Strategist, Bloomberg | |||||
| 16:15 - 17:00 | H. Vendor management, co-sourcing and beyond: Troubleshooting your outsourcing issues [More Info] Chaim Hack, Director of EMEA Business, Enfusion, LLC David Wallace, Executive Director of Account Management, Capital Support | |||||
| 16:15 - 17:00 | I. Brexit workshop: Preparing for the unknown [More Info] | |||||
| 16:15 - 17:00 | J. Mitigating against the risks: Insurance update [More Info] John Dexter, Head of Financial Institutions , Travelers | |||||
| 16:15 - 17:00 | K. Building a successful prime broker relationship [More Info] Matthew Pinnock, Head of Multi Asset Prime Brokerage in Europe & Global Head of FX Prime Brokerage, BNP Paribas Stuart A. Bloomfield, Managing Director, Prime Services, Scotia Bank | |||||
| 16:15 - 17:00 | L. Tax update: Criminal tax law & evasion penalties [More Info] Jon Hanifan, Tax Director, Throgmorton | |||||
| 17:00 - 19:00 | Free time | |||||
| 19:00 - 20:00 | Drinks reception and presentation by C3 | |||||
| 20:00 | Dinner | |||||
| 15:30 - 16:15 | ||||||
| 16:15 - 17:00 | ||||||
| Tuesday, 26 September | ||||||
| 09:15 - 10:00 | Lessons from the other side: Cybercrime prevention by an ex-hacker [More Info] Keynote presentation: Cal Leeming, Co-founder & CEO, Lyons Leeming | |||||
| 10:00 - 10:45 | Managing the increasing ESG pressure from allocators [More Info] Moderator: Eric Hoh, Head of Alternative Investments, SEB Merchant Banking Emma Birchenough-Dwyer, KYC Screening Specialist, Enterprise Solutions, Bloomberg Deirdre Cooper, Partner & Head of Research, Ecofin Christopher Hilditch, Partner, Schulte Roth & Zabel | |||||
| 10:45 - 11:15 | Refreshment break | |||||
| 11:15 - 12:00 | Mifid II: How do you get the best deals for you and your investors? [More Info] Moderator: Anna Maleva-Otto, Partner, Schulte Roth & Zabel Nick Bayley, Managing Director, Regulatory Consulting, Duff & Phelps Geoff Galbraith, COO, Man Group Jiri Krol, Deputy CEO & Global Head of Government Affairs, AIMA Eric Scheurer, CFO, Gladstone Capital Management Safraz Zavahir, Founding Partner, CCO & GC, AlbaCore Capital | |||||
| 12:00 - 12:45 | Increasing complexities of client customisation: Is the hassle always worth it? [More Info] Malcolm Butler, Partner, COO, Selwood Asset Management LLP Phillip Chapple, COO, Monterone Partners LLP Tammy Lake, COO, Zebedee Capital Partners Rory McGregor, COO, Emso Asset Management Tim Pearce, Partner, Akin Gump | |||||
| 12:45 - 13:45 | Lunch and close of event | |||||
