Event Agenda

All sessions are FREE to attend but the entire program is strictly open to registered delegates, speakers and sponsor guests only. The Summit abides by Chatham House rules and nothing discussed at the Summit will be disclosed externally.

Day 1 will host a series of 10 roundtable sessions. Each roundtable will be repeated throughout the day, allowing attendees to choose up to 5 different sessions to attend.
Monday 15/09/2014
08:00 - 08:30REGISTRATION & REFRESHMENTS
08:30 - 09:15Operational insight: Vendor management - who checks the checkers? CLOSED SESSION FOR OPERATIONAL STAFF ONLY [More Info]
Moderator: Douglas Shaw
Mark Standish, COO, Egerton Capital
Michael Quinlivan, COO, Argentiere Capital
Neil Cowhig, COO, Trium Capital
08:45 - 09:15Sponsor registration
09:15 - 10:00AIFMD - where we are and where to next? A panel discussion with industry participants, government and regulators [More Info]
Moderator: Douglas Shaw
Declan Quilligan, Managing Director, Citco
Representative from HMT
Representative from FCA
Jack Inglis, CEO, AIMA
Jonathan Wilson, Project Director EMEA, Cordium
Jonathan Gee, HMT
Esther Wandel, Manager, FCA
10:00 - 10:45Roundtable session
A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info]
Mikael Spangberg, COO, Nektar Asset Management
10:00 - 10:45Roundtable session
B. Dealing with the new normal: AIFMD [More Info]
Richard Haas, COO, Cape View Capital
Rowan Levy, COO, Saltrock
Brian McMahon, Managing Director, Business Development, Alternative Investment Services, BNY Mellon
Christopher Gardner, Partner, Dechert
10:00 - 10:45Roundtable session
C. Corporate governance [More Info]
David Mace, COO, Altavista Investment Management
Alan Leale-Green, Managing Director, CCL Compliance
Chris Hilditch, Partner, SRZ
Malcolm Goddard, COO, Altima
10:00 - 10:45Roundtable session
D. Cyber-security and technology [More Info]
Russell Hart, COO + Partner, Alcova Asset Management
Michael Perry, COO, Comac Capital
Nick Reid, Account Director, Tancroft Communications
Matthew Martindale, Director, KPMG
10:00 - 10:45Roundtable session
E. Cost of prime brokerage and dealing with counterparty risk [More Info]
Karl Von Buren, Global Head of Equity Finance and Delta 1, HSBC
Robert Sloan, Managing Partner, S3 Partners
10:00 - 10:45Roundtable session
F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info]
Paul Clement, Director of Operations, Castilium Capital
Dan Connell, President, ConceptONE
10:00 - 10:45Roundtable session
G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info]
Hugh Hunter, Partner & CEO, Prodigy Capital Partners
10:00 - 10:45Roundtable session
H. Tax talk [More Info]
Daniel Wiener, Chief Executive, Lancaster Investment Management
Jon Hanifan, Principal, Hedge Funds Tax, Akin Gump Strauss Hauer & Feld
10:00 - 10:45Roundtable session
I. Mifid II [More Info]
Gillian Wall, COO, Monja Capital
10:00 - 10:45Roundtable session
J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info]
Julian Mant, Principal & Head of Operational Consulting, Mercer
Odi Lahav, CEO, Allenbridge Investment Solutions
Charles Cassidy, Director of Operational Due Diligence, Cambridge
10:45 - 11:30Roundtable session
A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info]
Gunnar Wiljander, CEO, Nektar Asset Management
Abigail Bell, Partner, Dechert
10:45 - 11:30Roundtable session
B. Dealing with the new normal: AIFMD [More Info]
Richard Haas, COO, Cape View Capital
Rowan Levy, COO, Saltrock
Brian McMahon, Managing Director, Business Development, Alternative Investment Services, BNY Mellon
Christopher Gardner, Partner, Dechert
10:45 - 11:30Roundtable session
C. Corporate governance [More Info]
Conrad Levy, Global COO, Brummer & Partners
Guy Mitchinson, Managing Partner, Castilium Capital
Alan Leale-Green, Managing Director, CCL Compliance
10:45 - 11:30Roundtable session
D. Cyber-security and technology [More Info]
Pramal Patel, COO, New Amsterdam Capital
Carl Chapman, Operations Director, Capital Support
Matthew Martindale, Director, KPMG
10:45 - 11:30Roundtable session
E. Cost of prime brokerage and dealing with counterparty risk [More Info]
Discussion leader: Simon Goodman, COO & Partner, Duet Group
Karl Von Buren, Global Head of Equity Finance and Delta 1, HSBC
10:45 - 11:30Roundtable session
F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info]
Dan Connell, President, ConceptONE
10:45 - 11:30Roundtable session
G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info]
Hugh Hunter, Partner & CEO, Prodigy Capital Partners
10:45 - 11:30Roundtable session
H. Tax talk [More Info]
Daniel Wiener, Chief Executive, Lancaster Investment Management
Neil Oliver Head of Tax, Throgmorton
Martin Shah, Partner, Simmons & Simmons
Martin Shah, Partner, Corporate Tax, Simmons & Simmons
10:45 - 11:30Roundtable session
I. Mifid II [More Info]
Paul Clement, Director of Operations, Castilium Capital
10:45 - 11:30Roundtable session
J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info]
Odi Lahav, CEO, Allenbridge Investment Solutions
Ken Ginsburg, Partner & COO, Koala Capital
11:30 - 11:45REFRESHMENT BREAK
11:45 - 12:30Roundtable session
A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info]
Gunnar Wiljander, CEO, Nektar Asset Management
Abigail Bell, Partner, Dechert
11:45 - 12:30Roundtable session
B. Dealing with the new normal: AIFMD [More Info]
Brian McMahon, Managing Director, Business Development, Alternative Investment Services, BNY Mellon
Christopher Gardner, Partner, Dechert
11:45 - 12:30Roundtable session
C. Corporate governance [More Info]
Stephen Foster, COO, Credit Suisse Asset Managers
Noel Hanrahan, COO, Areski Capital
Alan Leale-Green, Managing Director, CCL Compliance
Chris Hilditch, Partner, SRZ
11:45 - 12:30Roundtable session
D. Cyber-security and technology [More Info]
Conrad Levy, Global COO, Brummer & Partners
Nick Reid, Account Director, Tancroft Communications
Matthew Martindale, Director, KPMG
Henry Keville, Senior Vice-President, Lockton
11:45 - 12:30Roundtable session
E. Cost of prime brokerage and dealing with counterparty risk [More Info]
Patrick Sullivan, COO/CCO, Burren Capital
Karl Von Buren, Global Head of Equity Finance and Delta 1, HSBC
11:45 - 12:30Roundtable session
F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info]
Dan Connell, President, ConceptONE
Anthony DeRosa, Senior Managing Director and Co-Head of Global Sales, Eze Software
11:45 - 12:30Roundtable session
G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info]
Malcolm Goddard, COO, Altima
11:45 - 12:30Roundtable session
H. Tax talk [More Info]
Pramal Patel, COO, New Amsterdam Capital
Neil Oliver Head of Tax, Throgmorton
Martin Shah, Partner, Simmons & Simmons
11:45 - 12:30Roundtable session
I. Mifid II [More Info]
11:45 - 12:30Roundtable session
J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info]
Julian Mant, Principal & Head of Operational Consulting, Mercer
Charles Cassidy, Director of Operational Due Diligence, Cambridge
John Denby Harrison, CFO, Amplitude Capital AG
12:30 - 13:45LUNCH
13:45 - 14:30Roundtable session
A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info]
Chris Marshall, COO, Amiya Capital
Abigail Bell, Partner, Dechert
13:45 - 14:30Roundtable session
B. Dealing with the new normal: AIFMD [More Info]
Daniel Page, Managing Director, Cornerman
13:45 - 14:30Roundtable session
C. Corporate governance [More Info]
Stephen Foster, COO, Credit Suisse Asset Managers
Chris Hilditch, Partner, SRZ
Damon Barber, COO, Hall Commodities
13:45 - 14:30Roundtable session
D. Cyber-security and technology [More Info]
Ben Pugh, COO, Ovington Capital
Carl Chapman, Operations Director, Capital Support
Henry Keville, Senior Vice-President, Lockton
13:45 - 14:30Roundtable session
E. Cost of prime brokerage and dealing with counterparty risk [More Info]
Patrick Sullivan, COO/CCO, Burren Capital
13:45 - 14:30Roundtable session
F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info]
Neil Syers, Finance Director, Haymarket Financial
Anthony DeRosa, Senior Managing Director and Co-Head of Global Sales, Eze Software
Robert Sloan, Managing Partner, S3 Partners
13:45 - 14:30Roundtable session
G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info]
Rory McGregor, COO, EMSO
13:45 - 14:30Roundtable session
H. Tax talk [More Info]
Neil Oliver Head of Tax, Throgmorton
Jon Hanifan, Principal, Hedge Funds Tax, Akin Gump Strauss Hauer & Feld
13:45 - 14:30Roundtable session
I. Mifid II [More Info]
13:45 - 14:30Roundtable session
J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info]
Chris Goodeve-Ballard, UK Head of Operational Due Diligence, Aon Hewitt
Charles Cassidy, Director of Operational Due Diligence, Cambridge
14:30 - 15:15Roundtable session
A. Emir: PTC clearing and SEFs (Swap Executive Facilities) [More Info]
Chris Marshall, COO, Amiya Capital
14:30 - 15:15Roundtable session
B. Dealing with the new normal: AIFMD [More Info]
Daniel Page, Managing Director, Cornerman
14:30 - 15:15Roundtable session
C. Corporate governance [More Info]
Guy Mitchinson, Managing Partner, Castilium Capital
14:30 - 15:15Roundtable session
D. Cyber-security and technology [More Info]
Ben Pugh, COO, Ovington Capital
Nick Reid, Account Director, Tancroft Communications
Carl Chapman, Operations Director, Capital Support
Henry Keville, Senior Vice-President, Lockton
14:30 - 15:15Roundtable session
E. Cost of prime brokerage and dealing with counterparty risk [More Info]
Graham Baughan, Head of Operations, Comac Capital
14:30 - 15:15Roundtable session
F. Reporting pile up: Investor demand, internal reporting, Fatca, FormPF, Opera and beyond - how to deal with overlapping regulatory and reporting requests [More Info]
Mikael Spangberg, COO, Nektar Asset Management
Anthony DeRosa, Senior Managing Director and Co-Head of Global Sales, Eze Software
14:30 - 15:15Roundtable session
G. Structural shifts: 'Retailisation', liquid alternatives and 40 Act structures [More Info]
14:30 - 15:15Roundtable session
H. Tax talk [More Info]
Neil Syers, Finance Director, Haymarket Financial
Jon Hanifan, Principal, Hedge Funds Tax, Akin Gump Strauss Hauer & Feld
Martin Shah, Partner, Simmons & Simmons
Martin Shah, Partner, Corporate Tax, Simmons & Simmons
Gillian Wall, COO, Monja Capital
14:30 - 15:15Roundtable session
I. Mifid II [More Info]
14:30 - 15:15Roundtable session
J. ODD update and dealing with investment consultants (hosted by investment consultants) [More Info]
Chris Goodeve-Ballard, UK Head of Operational Due Diligence, Aon Hewitt
15:15 - 18:00Networking activities
Country pursuits
15:15 - 18:00Networking activities
Golf
15:15 - 18:00Networking activities
Meeting/ free time
19:00 - 19:30DRINKS RECEPTION
19:30 - 21:00DINNER
21:00 - 00:00AFTER DINNER DRINKS
 
Tuesday 16/09/2014
08:30 - 09:00BREAKFAST AND CHECK-OUT
09:25 - 09:30Introduction
09:30 - 10:00Guest speaker
10:00 - 10:45Operational insight: Change, challenge and growing opportunity [More Info]
Moderator: Stephanie Miller, Global Head of AIS, J.P.Morgan
Martin Pabari, COO, CQS
Conrad Levy, Global COO, Brummer & Partners
Peter Herrlin, Headof Prime Brokrage, SEB
10:45 - 11:15REFRESHMENT BREAK
11:15 - 12:00Investor insight: Fees, ODD focus and transparency [More Info]
Charles Cassidy, Director of Operational Due Diligence, Cambridge
Marcus Storr, Head of Hedge Funds, Feri
Ian Wylie, COO, Naya Capital
Geoff Galbraith, COO, GLG
12:00 - 12:45Tales of the unexpected: Crisis management [More Info]
Mush Ali, Director, One Ten Associates
Representative from CIA
Mark Adams, VP Business Development, eSentire
Max Rijkenberg, Legal Counsel, Paamco
12:45 - 14:00FAREWELL LUNCH
Interested in speaking at HFM European Operational Leaders Summit 2014? Get in touch with Gwyn Roberts | g.roberts@hfmweek.com | +44 (0)20 7832 6623