Our expert speaker line-up for 2020's virtual summit delivered an exceptional variety of insightful keynote presentations, inspiring panel debates and interactive workshop sessions. 

If you are interested in participating as a Speaker in 2021 and would like some more information, please contact Dominique Kistan at dominiquekistan@clearpathanalysis.com

 

Alan Copping

Alan Copping

Global Head of Business Development, SimCorp

Alan joined SimCorp almost 10 years ago and has a deep product knowledge of SimCorp Dimension along with a thorough understanding of the international buy-side market. He brings a wealth of experience from the financial services industry and currently manages SimCorp’s global Inside Sales team.

Bernard Fripiat

Bernard Fripiat

Director, Channel Play, SimCorp

Bernard has been with SimCorp for over 20 years with various roles including heading up Global Presales. He is currently heading up Global Channel Sales. Channel Sales refers to the distribution of SimCorp solutions to clients through strategic partnerships as a mutually beneficial and scalable approach to onboard new clients.

Chris Farrell

Chris Farrell

Chief Operating Officer, FINBOURNE Technology

Chris is Chief Operating Officer of FINBOURNE Technology. With global experience spanning North America, Japan, Singapore and the UK, Chris has a proven track record driving strategic initiatives for banks, consultancies and start-ups.

Christina Schack

Christina Schack

Head of Investment Data, Performance Measurement & Reporting, Vontobel Asset Management

Christina Schack is in charge for Data Management & Governance at Vontobel Asset Management. Beside of operational services she also leads related data architecture projects. Christina brings more than 18 years of experience in the financial services industry. Before she joined Vontobel she worked for GAM Investment Management where she was responsible for the Funds Reporting & Financial Data team and the related projects. Christina acquired a deep knowledge in data management, process optimization, business analysis and project management at Nielsen & Partners in Hamburg, an IT consulting services firm.

Daniel Drinkwater

Daniel Drinkwater

Global Pre-Sales Consultant - EMEA, Milestone Group

Daniel leads Milestone’s pre-sales and demonstration support for client engagements in NAV Solutions. Daniel is also deeply engaged with the NAV product team in client-led enhancements, product development and release cycles, as well as strategic account acquisition. Prior to joining Milestone Group in 2017, Daniel has held similar positions at financial technology companies including Bloomberg, Reuters and Linedata, in addition to front office roles at buy and sell side financial institutions.

Davina Goodall-Smith

Davina Goodall-Smith

Chief Operating Officer – EMEA, Nikko Asset Management Europe

Davina Goodall-Smith joined Nikko Asset Management in May this year as Chief Operating Officer for their European business. As COO, Davina is responsible for over-seeing Nikko AM Europe’s day-to-day operational activities and ensuring that the firm has the global connectivity and processes required to achieve best practices. Davina has nearly 20 years of experience in global operations and change management across the UK, Europe, and Asia, and joined Nikko AM from BNP Paribas Securities Services where her most recent role was as Head of Relationship Management.

Geoff Hodge

Geoff Hodge

Chairman, Milestone Group

Geoff has over 20 years of experience in operations and technology management with large financial services businesses with various responsibilities encompassing Asia Pacific, Europe and North America.He was previously a Board Member and Director of Operations and Technology at Rothschild Australia Asset Management and has experience in treasury and capital markets, funds management, custody, payments, and investment banking operations.

Gianluca Pescaroli

Gianluca Pescaroli

Assistant Professor, Institute for Risk and Disaster Reduction, University College London

Gianluca is Lecturer (assistant professor) in Business Continuity and Organisational Resilience at University College London, where he is the director of the MSc in Risk, Disaster and Resilience. Gianluca’s research investigates how to build and improve the ability to maintain operations during disruptive events, how to minimise their impacts and how to increase the resilience of the public and private sectors.

Guillaume Lesage

Guillaume Lesage

Global Head of Operations, Services & Technology, Amundi

He is responsible of operations and IT, dealing, Luxembourg, Ireland, and supervises the Amundi Services Business Line and Fund Channel. He has worked in the industry in France and US, and has spent 20 years in Cacib, in technology and risks. Before joining Amundi, he was Deputy CEO of Credit Agricole Consumer Finance.Guillaume holds a Masters in Engineering from Ecole Centrale Paris and an MBA from INSEAD.

Gus Sekhon

Gus Sekhon

Head of Product, FINBOURNE Technology

Gus is the head of product at FINBOURNE. He has 20 years in investment banking from JPMorgan and Barclays Capital before moving into derivatives and inflation trading at Barclays and RBS. He has introduced new inflation products, states and organisations to the market and advised central banks and debt management offices on issuance and interpretation.

Igor Gramatikovski

Igor Gramatikovski

Product Manager, Director, SimCorp

Igor is responsible for SimCorp’s Trade Processing solution set and strategy. Prior to joining SimCorp, he worked as an Investor Market Manager at Citibank’s Securities and Fund Services. He joined Citi from Markit, where he held Business Development positions, prior to which he spent six years in Product Management at Thomson Reuters.

Jesse McDaniel

Jesse McDaniel

Senior Engineer, FINBOURNE Technology

Jesse is a Software Engineer and Architect with over twenty five years of experience spanning the US, APAC and the UK. He has worked across business domains with focuses on CRM and Collateral Optimisation empowering business users to develop close relationships to their data including the development of both data virtualisation and visualisation systems.

Joel Burnette

Joel Burnette

Head of Product Marketing, FINBOURNE Technology

Joel is the Head of Product Marketing at FINBOURNE. Joel has spent the last 15 years in system selection, sales, consulting and implementation for the world's largest buy-side investment managers and investment servicers across the US, Latin America, and EMEA.

Jon Trinder

Jon Trinder

Product Manager, Milestone Group

Jon is a product manager at Milestone group and a 20-year veteran of the funds industry, having worked for the largest third-party administrators in the world in a career spanning transfer agency and fund accounting. Most recently, he has focused on channelling his operational experience into creating customer centric, digital platforms that improve operational efficiency and resiliency.

Kyle Whatley

Kyle Whatley

Solutions Consultant, EMEA, Clearwater Analytics

Kyle joined Clearwater in 2015 as an alternative investment analyst in the software development department. He helped to further advance the Clearwater solution for alternative and derivative investments, then moved into operations to continue servicing those asset class as a subject matter expert. He is now serving the EMEA market as a solutions consultant, helping firms streamline their investment account and reporting processes for all asset classes. Kyle has a B.S. in mathematics and statistics from the University of Idaho.

Lorraine Dryland

Lorraine Dryland

Chief Information Security Officer,

Marcel Prins

Marcel Prins

Chief Operating Officer and Statutory Director , APG Asset Management

Marcel Prins (1969, Dutch) is Chief Operating Officer and Statutory Director at APG Asset Management. He is responsible for Operations, Technology, Innovation and 3rd Party Management. Priorities for Marcel include the Digitalization agenda as part of the 2025 strategy for APG Asset Management as a leading global Long Term Responsible Investor for its clients.

Mark Gillan

Mark Gillan

Head of Operations , AJBell

Mary-Patricia Hall

Mary-Patricia Hall

Head of the Data Management Office, Insight Investment

Mary is Insight’s Head of the Data Management Office since March 2020. She initially joined Insight in July 2011 as Head of Performance. In August 2018, Mary became the Head of Regulatory Reporting & Oversight. Mary graduated in 1997 with a BSFS from Georgetown University. She is a CFA charterholder since 2008.

Matt Goldsmith

Matt Goldsmith

Senior Manager, EY

Matthew Goldsmith is a lead Data Architect in EY’s Wealth and Asset Management team. He has over 15 years’ experience helping clients drive better insights from their data. Matt is now at the forefront of our efforts to bring the latest evolution of Data architecture, the Data Fabric, to benefit our clients.

Matthew Baldwin

Matthew Baldwin

Financial Risk Solutions, Invest|Pro™

Matthew Baldwin is a financial software specialist with a 30-year career in Asset and Wealth management in the areas of Portfolio Accounting, Mutual Fund Processing and Risk and Compliance software.

Matthew Oakley

Matthew Oakley

Head of Asset Management Technology, UBS

Michael Shean

Michael Shean

Insurance SME, Clearwater Analytics

Michael works closely with insurance firms based in the UK and Europe to transform their operations, data management, accounting, and client reporting. Michael has experience in developing world-class solutions for investment operations and has helped many clients streamline their middle- and back-office processes.

Nishil Patel

Nishil Patel

Partner & COO, Origin Asset Management LLP

Nishil Patel, Partner & COO - Origin Asset Management LLP is a London based boutique asset manager focused in global, emerging, international and small cap equities. Nishil’s primary responsibility is business infrastructure, operations, finance, risk and compliance. He began his career in the financial services industry in 1999. Nishil is a Chartered Accountant and holds an Executive MBA.

Patrick Engelhard

Patrick Engelhard

Product Portfolio Manager, SimCorp

Patrick joined SimCorp in 2019 as the Global Head of Datacare, responsible for building, shaping, and delivering SimCorp’s Datacare service. Patrick has over 10 years of experience in the finance industry, previously heading up Data Management and Standards at Zurich Insurance.

Paul Roberts

Paul Roberts

Chief Executive Officer, Milestone Group

Paul has 20 years of experience in senior roles in investment markets and investment technology globally. Prior to joining Milestone Group in 2009, Paul held various executive management roles including Managing Director, UK and Ireland for MultiFonds, and Chief Operating Officer for Linedata's European Asset Management business.

Phil Davies

Phil Davies

Chief Technology Officer, Milestone Group

Phil Davies, Executive Director and CTO of Milestone Group, has over 20 years’ experience in senior technology management roles. He is the architect and innovative force behind the development of Milestone Groups business process solutions, recognised globally as market leading solutions in funds processing and handling of complex financial transactions.

Phil Tattershal

Phil Tattershal

Associate Partner - Financial Services Advisory, EY

Phil leads EY’s Wealth and Asset Management Data Transformation solution in EMEIA. Phil has led a number of high-profile data, operational and technical strategic reviews and transformation programs. During these engagements Phil has helped firms innovate and improve their operating models through the application of data and technology.

Ramesh Rabadiya

Ramesh Rabadiya

Global Strategy Data Management, SimCorp

Ramesh joined SimCorp in 2015 as Global Pre-sales Principal for Data Management and Data Warehousing. With almost 20 years’ experience in Capital Markets, he has a wealth of knowledge in Data Management and Reporting. Ramesh recently took on the role of facilitating and driving SimCorp’s Go-To-Market strategy for Datacare.

Steve Forbes

Steve Forbes

Head of Product Management (Cyber), Nominet

Steve is the Global Cyber Product Manager at Nominet and is part of the National Cyber Security Centre’s Industry 100 programme working within the Economy and Society team. Steve’s day job is to understand the threat landscape and the problems this creates for networks, creating products that solve these problems. As part of his work with the NCSC he has created accessible training packages and advised on the practical implementation of cyber security solutions in different environments.

Tom Lee

Tom Lee

Solutions Consultant, EMEA, Clearwater Analytics

Tom joined Clearwater in 2012 and is a Solutions Consultant for Clearwater’s EMEA clients. Tom has extensive experience working with Solvency II and Lloyd’s insurers as well as Bermuda-based insurers. With his Clearwater expertise and knowledge of best practices gained from working with top global insurers, Tom works with EMEA insurers to identify ways the Clearwater solution can solve challenges in their current operating models and add value to their operations. When he's not busy solving investment reporting related problems, Tom is an avid traveler and enjoys music and comedy.  Tom has a bachelor's in accounting and finance from Boise State University.

Wajid Khan

Wajid Khan

Chief Operating Officer, Nemesis Asset Management

Over 7 years’ experience as Chief Operating Officer at Nemesis Asset Management LLP.  Wajid has built up extensive experience in Asset Management and servicing HNWI.  Areas of expertise include UCITS Funds, Alternative Funds and Private wealth management.  Other areas of specialism include compliance, technology (including automation of processes), FCA Reporting, finance & accounting. Wajid holds a BSC in Mathematics from Queen Mary, University of London.

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