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  • 08:00

    Registration & Coffee in the Exhibition Area

  • 8:45

    Chair’s Opening Remarks

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  • 8:55

    Speed Networking – Making new connections at AssetOps!

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    During this 5-minute networking session, the aim of the game is to go and meet two people you don't already know.
  • 09:00
    Gina Miller Co-Founder SCM Direct, Founder of Money She

    Opening Keynote: Leading change that sticks: From mandate to mindset in asset management ops

    Gina Miller - Founder of MoneyShe, Co-Founder - SCM Direct

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    As transformation accelerates, operational change must go deeper than systems and processes. This session unpacks how asset managers are tackling the human side of change—from aligning stakeholders to embedding new ways of working. Hear from leaders who’ve navigated complex transformations and learn how they build lasting engagement, overcome resistance, and foster a culture of continuous improvement. 

    Key Discussion Points: 

    • Learn how to move from abstract strategy to embedded behavioural change across ops, data, and tech teams 
    • Tactics for sustaining momentum in environments facing compounding transformation pressures (regulatory, tech, growth) 
    • Discuss how to engage and equip team leaders to cascade and sustain change effectively 
    • Explore how to build change frameworks that support governance, but allow agility and adaptation as transformation unfolds 
  • 09:30
    Alex Baker, Chief Technology Officer, Orchard Global Asset Management (2)

    Second Keynote: Smart Capital: How AI is reshaping asset management

    Alex Baker - Chief Technology Officer - Orchard Global Asset Management

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    • Leveraging AI to direct human capital toward high-value activities
    • Balancing technical expertise and investment judgement in AI-enabled models
    • Using AI to identify skills gaps and redeploy talent efficiently

     

  • 09:50

    Panel Discussion: From legacy to leverage: Modernising ops & tech to drive competitive advantage

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    • Gain practical insights from transformation journeys focused on replacing legacy infrastructure 
    • Discuss the tension between short-term cost control and long-term innovation investment 
    • Explore how COO-CTO collaboration is reshaping business architecture 
    • Examine cultural and talent shifts needed to support agile, tech-driven operations

    Moderator: Rob Middleton, Chief Data Officer, Royal London Asset Management

    Speakers:

    Phillip Chapple, Chief Operating Officer, Monterone Partners LLP

    Archana Mohan, Chief Operations and Technology Officer, Navera Investment Management Limited

    Sachin Anandikar, Chief Technology Officer, Pemberton Asset Management

  • 10:30

    Mid-Morning Coffee & Networking in the Exhibition Area

  • 11:00
    Ian Macleod, Head of Process Engineering, Insight investment

    Presentation: AI as the latest step in a process automation journey: building on a BPM foundation layer

    Ian Macleod - Head of Process Engineering - Insight investment

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    • Process challenges in a growing, solutions-oriented Investment Management firm

    • Using BPM to support end-to-end inter-departmental processes – control first, then iterative improvement

    • Digitalisation journey – process improvement; BPM foundation; process data visualisation; robotics; GenAI

    • Responsible AI approval processes – act as a brake on speed of delivery, but essential

    • Some Use Cases for GenAI we’ve explored, and what we’ve learned so far.

  • 11:30

    Fireside Chat: The Future COO: Building the next generation of leadership

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    • How the COO role is evolving and expanding in scope
    • Pathways into leadership, including COO to CEO journeys
    • Building and supporting female leadership pipelines
    • Developing the next generation of operators across the industry

    Moderator: Lianne Walsh, Founding Director, Bridgepoint COO Services

    Speakers:

    Davina Goodall-Smith, Chief Operating Officer, Royal London Asset Management

    Paul Bromley, Chief Operating Officer, RBC BlueBay Asset Management

  • 12:00

    Fireside Chat: The next generation operating model: Scalable, digital, resilient

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    • How are firms rethinking structure, talent, and tech to unlock growth and resilience?
    • Redefining operating models to be leaner, modular, and digitally enabled
    • Discuss the rising importance of interoperability between front, middle, and back-office systems
    • Lessons from firms that have successfully navigated complexity through simplification

    Moderator: Olivia Griffiths, Senior Advisor, Tristan Capital Partners

    Speakers:

    Karen Sands, Chief Operating Officer, Private Equity, Federated Hermes

    Davina Goodall-Smith, Chief Operating Officer, Royal London Asset Management

  • 12:30

    Lunch & Networking in the Exhibition Area

  • 13:30

    Panel Discussion: Future-proofing asset management: Data, regulation, and transformation at scale

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    • Assess how UK, EU, and US regulatory shifts are reshaping ops strategy and resourcing
    • Examine how data architecture and controls must evolve to support cross-border compliance
    • Explore what transformation success looks like—beyond tech implementation
    • Share strategies to align transformation initiatives with strategic growth priorities

    Moderator: Lianne Walsh, Founding Director, Bridgepoint COO Services

    Speakers:

    Heli Khandelia, Head of Strategic Change, Pictet Asset Management 

    Olivia Griffiths, Senior Advisor, Tristan Capital Partners

    George Vakalopoulos, Head of Regulatory Developments & Thematic Reviews, BNP Paribas Asset Management

    Chris Bedo, Head of Business Consultancy, Royal London Asset Management

  • 14:15

    Roundtable Discussions

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    Roundtable 1: The new COO mandate: Exploring the COO's expanding role in transformation, cost control and data strategy

    Speakers:

    Stuart Gunderson, Chief Operating Officer, Compliance Officer & MLRO, Seilern Investment Management

    Mario De Bergolis, Chief Operating Officer, Asset Management One International

    Roundtable 2: AI Ethics, Data Governance & Privacy

    Speaker:

    Sally Bashuan, Executive Director and Head of Global Data Governance, Federated Hermes

    Roundtable 3: The democratisation of automation: How boutiques are leveraging modern tools to gain a competitive advantage

    Speakers:

    Chris Taylor, Chief Operations Officer, CG Asset Management Limited

    Mari Parry, Principal AI Engineer, BlackRock

  • 14:45

    Roundtable Discussions

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    Roundtable 5: Governance as a strategic advantage: Turning regulation into operational strength

    Speaker: Marc Wood, CEO of Handelsbanken ACD and Head of Fund Governance & Oversight, Handelsbanken Wealth & Asset Management

    Roundtable 6: Operational resilience at scale: Rethinking outsourcing and strategic partnerships

    Speakers:

    Cristina Nunziata, EVP, Head of Client Operations EMEA, PIMCO

    Daniel Wells, Head of UK & IRE Oversight, Franklin Templeton

    Roundtable 7: Managing upskilling Fear in a downsizing world: Strategies for workforce resilience

    Speaker:

    Katy Rose, Head of Performance & Data, Amova Asset Management UK Ltd

     

  • 15:15

    END OF THE CONFERENCE