Speakers
IT & Operational Strategy

Edward Hart,
Managing Director, Global Head of Client Operations,
BlackRock

Matthew Oakeley,
Head of Group IT,
Schroders

Peter Barnes,
CTO,
UBS Global Asset Management

Philip Keeler,
Head of IT Operations,
Hermes Fund Management
View full IT & Operational Strategy speaker list
Outsourcing

Edith Magyarics,
Chief Operating Officer,
ING Investment Management Luxembourg S.A.

Paul Sutton,
Director,
Knadel

Andrea Eisenburger,
Head of Client Reporting & Output Management,
Julius Bär
View full Outsourcing speaker list
Data Management

Francis Gross,
Head of External Statistics Division,
European Central Bank

Diarmuid O’Donovan,
Global Head of Data,
UBS Global Asset Management

Shannon Walker,
Business Architect – Finance Change,
Deutsche Bank

Steven Carter,
Head of Data Management,
Baring Asset Management
View full Data Management speaker list
Performance Measurement & Investment Risk

Pierre Sarrau,
Managing Director, Head Risk Management,
BlackRock

Saleem Begg,
EMEA Head of Performance Operations,
Citi Private Bank
View full Performance Measurement & Investment Risk speaker list
Client Reporting & Communications

Walter Cauwenberghs,
Chief Back Office Operations,
KBC Asset Management NV

Olivier Debeugny,
Global Head of Corporate Projects and Operational Excellence,
AXA Investment Managers

Colm Gaughran, CFA,
Client Reporting Director,
BlackRock

Charles Spungin,
Managing Director, Global Head of Client Service,
PineBridge Investments
View full Client Reporting & Communications speaker list
Technology & Operational Strategy
- Edward Hart, Managing Director, Global Head of Client Operations, BlackRock
- Dennis Leeks, Head of IT, Royal London Asset Management
- John Misselbrook, Former COO, Baring Asset Management
- Matthew Oakeley, Head of Group IT, Schroders
- Sam Modi, Head of Change Management, UBS Global Asset Management
- Gareth Exell, Head of IT, Insight Investment
- Nathan Travell, European Product Manager, Milestone Group
- Jose Carro, MD, Avaloq UK Ltd
- Mark Prior, Head of IT, Threadneedle
- Paul Miller, Director, Knadel
- Peter Barnes, CTO, UBS Global Asset management
- Chris Sims, Consultant Systems Analyst, Ignis Asset management
- Philip Keeler, Head of Operations IT, Hermes Fund Management
- Simon Stratford, Principal Consultant, Investit
- Cath Rawcliffe, VP Sales & Marketing, SimCorp Ltd.
Outsourcing (half day)
- Andrea Eisenburger, Head of Client Reporting & Output Management, Julius Bär
- Paul Sutton, Director, Knadel
- Chris Beesley, Head of Performance Measurement, State Street
- Colin Shapiro, Head of Product Development, Knadel
- Edith Magyarics, Chief Operating Officer, ING Investment Management Luxembourg S.A.
- Geoff Garner, Head of IT, Kames Capital
- Julian Baines, Head of Operating Model Design, Royal London Asset Management
- Paul Stevens, Partner, Parere LLP
- Joe Souza,Vice President, SS&C Technologies
- Jonathan Clark, Group CEO, Citisoft
Front Office Technology (half day)
- Jason Gish, Head of Front Office Operations, Equities, M&G Investment Management
- Mark Holt, Head of Systematic Implementation, BlueCrest Capital Management
- Paul Maxwell, former Head of Front Office Technology, Investec Asset Management
- Dr. Thorsten Neumann, Director of Risk Management and Quantitative Strategies, Union Investment Institutional GmbH
- Tom Cunningham, Head of Front Office IT, Threadneedle
- Paul Green, Head of IT Strategy & Innovation, Invesco
Data Management
- Chris Johnson, Head of Product Management, HSBC Securities Services
- Diarmuid O’Donovan, Global Head of Data, UBS Global Asset Management
- Francis Gross, Head of External Statistics Division,European Central Bank
- David Renn, Head of Data Management Practice, Citisoft
- Mihai Moldovan, Sales Account Manager, Sterci
- Hans Lux, Enterprise Data Architect, UBS Group
- Steve Clarke, Principal Advisor in Investment Management Consulting, KPMG
- Jonathan Hammond, Consultant and Business Technology Practice Lead, Knadel
- Judy Blackwell, Director, Cutter Associates
- Arun Sarwal, CEO, Investment Management Solutions, DST Global Solutions
- Gary Pringle, Vice President, JP Morgan
- PJ Di Giammarino, CEO, JWG Group
- Ronan Brennan, CTO, MoneyMate
- Stephen Engdahl, Senior Vice President, Product Strategy, Golden Source
- Shannon Walker, Business Architect – Finance Change, Deutsche Bank
- Julian Webb, Global Head of Data Management and Analytics, DST Global Solutions
- Steven Carter, Head of Data Management, Baring Asset Management
- Phil Tattersall, Director of Consulting, Europe, Cutter Associates
- Geoff Kemmish, Head of Data Management, Acadian Asset Management
- David Berry, IPUG Executive, IPUG
- Huw Bishop, Director, Valuations, BlackRock
Performance Measurement & Investment Risk
- Barry Traynor, Vice President, Global Head of Performance Measurement, Pioneer Investments
- Colin Kay, Global Head of Performance Measurement and Risk, Fund Services,HSBC Securities Services
- Edward Bace, CFA, Head of Education, EMEA, CFA Institute
- Himanshu Patel, CFA, FRM, Head of Investment Risk, Northern Trust Global Investments Limited
- Simon Goodfellow, Founder, Harlyn Research LLP
- Kyle Ringrose, Head of Investment Operations, QSuper
- Mary-Patricia Hall, CFA, Head of Performance, Insight Investment
- Paul D. Kaplan, Ph.D., CFA, Quantitative Research Director, Morningstar Europe
- Pierre Sarrau, Managing Director, Head Risk Management, BlackRock
- Robert Davies, Managing Director, Fundamental Tracker Investment Management Limited
- Romain Berry, Director, EMEA & APAC Head of Cross Product Margining, Citigroup
- Dr. Thorsten Neumann, Director of Risk and Quantitative Strategies, Union Investment Institutional GmbH
- Rameshwar Sharma, Senior Risk Manager, Tata Securities Limited
- Saleem Begg, EMEA Head of Performance Operations, Citi Private Bank
- Scott Bachmann, Head of EMEA Performance Measurement – Asset managers, Northern Trust Global Investments Limited
- Simon Goodfellow, Founder, Harlyn Capital Limited
- Steve Boreham, Head of Performance, BlueBay Asset Management
- Timothy F. Peterson, CFA, CAIA, CIPM, Partner, Ashland Partners & Company LLP
- Wojciech Jachimiak, PhD, Director of Risk Management & Performance Measurement,ING Investment Management (Polska) SA Interview
Client Reporting & Communications
- Walter Cauwenberghs, Chief Back Office Operations, KBC Asset Management NV
- Charles Spungin, Managing Director, Global Head of Client Service, PineBridge Investments
- Colm Gaughran, CFA, Client Reporting Director, BlackRock
- Dr. Stefan J. Illmer, Managing Director, Illmer Investment Performance Consulting AG
- Geoff Balzano, Chief Executive Officer, Morningstar Uk
- Graham Kellen, Managed Account Solutions and Projects,Man Investments
- Alan Hamilton, CEO, Equipos
- Jetinder Landa, Head of Governance and Client Reporting – Institutional Business, Legal & General Investment Management
- Olivier Debeugny, Global Head of Corporate Projects and Operational Excellence, AXA Investment Managers
- Con Keating, Head of Research, BrightonRock Group
- Senior Representative, Actuate UK Limited
- Paul Lumsden, Product Manager -Â Reporting Services, Netik LLC
OTC Derivative Operations (half day)
- Guy Usher, Partner, Field Fisher Waterhouse LLP
- Peter Laurens, Independent Consultant
- Dr Anthony Kirby, Director Regulatory Risk Management, Ernst & Young
- Daniel Sullivan, Head of Vendor Management, JP Morgan Asset Management
- Stephen Andress, Global Head of Derivative Operations, Northern Trust
- Mark Murray, Global Head of Derivative Operations, BNY Mellon
- David Berry, IPUG & Cossiom Executive Committee Member
- Bauke Vriesema, Consultant, Voogt Pijl & Partners
Become a speaker
Who better to provide practical advice than a practitioner who has been there, done that?
The 2012 agenda is currently in development. If you are an industry practitioner and have an interesting story to share with your peers, we’d love to hear from you.
Contact Charlotte Wright on charlotte_wright@osneymedia.com or +44 (0)20 7336 4600 if you would like to join the growing number of buy-side speakers delivering a case study, or if your company provides solutions to the buy-side.






















































