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08:00
Registration & Coffee in the Exhibition Area
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8:45
Chair’s Opening Remarks
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8:55
Speed Networking – Making new connections at AssetOps!
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
Opening Keynote: Leading change that sticks: From mandate to mindset in asset management ops
Gina Miller - Founder of MoneyShe, Co-Founder - SCM Direct
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
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09:30
Second Keynote: From experiment to enterprise: Scaling GenAI and automation across the asset management stack
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The GenAI race is on — but most firms are stuck at pilot stage, unsure how to scale safely, responsibly, and with real ROI. This keynote explores what it takes to go beyond experimentation and embed intelligent automation across the investment lifecycle, from client onboarding and compliance to reconciliation, reporting, and product innovation.
We’ll cover:
- Real-world frameworks for deploying GenAI and automation tools across operations and data environments
- How to manage model risk, data governance, and internal trust during rollout
- Where firms are seeing early success — and where the friction still lies
- What talent, tooling, and transformation planning is required to move from tactical use to enterprise value
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10:00
Panel Discussion: From legacy to leverage: Modernising ops & tech to drive competitive advantage
Phillip Chapple - Chief Operating Officer - Monterone Partners LLP
- 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
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10:30
Mid-Morning Coffee & Networking in the Exhibition Area
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TRACK A: Investment Operations & Data
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11:00
Case Study: Streamlining complex workflows: Building the ops spine for scale and speed
- Mapping the mess: Identifying invisible dependencies and manual pain points across trade capture, reconciliation, settlements, and reporting
- Fixing with purpose: Rationalising tools, simplifying hand-offs, and introducing automation without disrupting business-critical functions
- Measuring Success: KPIs that prove the value of operational redesign—error rates, cycle time, cost-to-serve, audit readiness.
- Staying agile: How workflow modernisation supports product innovation, regulatory change, and cross-border expansion
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11:25
Presentation: Breaking silos, building scale: Lessons from a growth-focused asset manager
Katy Rose - Head of Performance & Data - Amova Asset Management Europe
- How do you scale up without adding structural bloat and inefficiencies?
- Success strategies for expanding AUM, jurisdictions, or asset classes
- Building connective tissue between change, ops, tech, and data teams
- Learnings from mergers, strategic hires, and third-party collaborations
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11:45
Discussion group A: The new COO mandate: Exploring the COO's expanding role in transformation, cost control and data strategy
Stuart Gunderson - Chief Operating Officer, Compliance Officer & MLRO - Seilern Investment Management
- Redefining the COO’s remit: from operations custodian to enterprise-wide change leader
- Balancing business-as-usual performance with disruptive innovation
- What investors and boards now expect from operational leadership
- Building the next-gen operations team: skills, structure, and succession
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TRACK B: Technology & Transformation
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11:00
Presentation: Beyond dashboards: AI-enabled ops & predictive risk management
- Shifting from retrospective dashboards to forward-looking intelligence
- How is AI helping anticipate trade breaks, process delays, and operational risk events?
- Identifying the infrastructure and culture needed to enable AI in operations
- Use cases across middle office, reporting, and investment support functions
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11:25
Presentation: Agentic AI and ops automation: A reality check
Nirav Shah - Senior Executive Director, Head of Research Technology - J.P. Morgan Asset Management
- Demystifying agentic AI: What it is, where it fits, and what’s possible today
- Showcasing a real-world pilot or implementation in an ops or risk environment
- Addressing regulatory, talent, and interpretability concerns in AI ops deployment
- Practical roadmap for firms looking to adopt AI automation incrementally and safely
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11:45
Discussion group B: Unifying front-to-back: How to rethink systems and vendors
- Why fragmented architecture is the enemy of efficiency—and what to do about it
- Rationalising tech vendors without losing functionality or innovation
- Strategies for cross-functional data flow, system integration, and reporting harmonisation
- Making the case for investment in platform consolidation
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12:30
Lunch & Networking in the Exhibition Area
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13:45
Fireside Chat: The next generation operating model: Scalable, digital, resilient
- 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
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14:15
Panel Discussion: The democratisation of automation: How boutiques are leveraging modern tools to gain a competitive advantage
Chris Taylor - Chief Operations Officer - CG Asset Management Limited
- Building trust in data pipelines: Where firms succeed or fail
- Creating governance frameworks that support both compliance and innovation
- Automating data quality processes for scale, accuracy, and speed
- Preparing operational data for AI, GenAI, and advanced analytics use cases
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14:45
Expert Ask-Me-Anything on AI Ethics, Data Governance & Privacy
An informal, interactive session where attendees ask questions directly to an AI ethics and data privacy expert/ experts. The expert will answer questions on the fly, providing practical insights and advice on navigating regulations and building trustworthy AI systems.
Focus Areas: AI ethics, data privacy, regulatory challenges.
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15:00
Afternoon Tea & Networking in the Exhibition Area
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15:30
Panel Discussion: Future-proofing asset management: Data, regulation, and transformation at scale
Heli Khandelia - Head of Change & Transformation (EMEA) - Apollo Management International
- 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
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16:00
Roundtable: What will the asset manager of 2030 look like? Building for the future now
- Exploring emerging trends: tokenised assets, digital twins, and fractional portfolios
- Reskilling ops teams for a hybrid human-AI environment
- Future-proofing governance models to handle automation, embedded finance, and DeFi
- How to remain client-centric and compliant while radically modernising ops
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16:30
Closing Keynote: The strategic role of operations in driving performance, resilience, and alpha
- Reframing operations as a revenue enabler rather than cost centre
- How real-time, data-driven ops are transforming performance attribution and reporting
- Using tech-enabled ops to support new product launches and client demands
- Vision for the next decade: agile, intelligent, and insight-driven operations
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17:00
Chair’s Closing Remarks
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17:05
Networking drinks
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18:15
END OF THE CONFERENCE
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