SECTION 1

AUTOMATION

1.1 WHITEPAPER: Work in 2030: The old is dying and the new is yet to be born
- Will Stronge, Co- Founder, Autonomy Thinktank

1.2 WHITEPAPER: The role of automation in eliminating the box ticking process and adding value to investment operations and risk functions
- Richard Colyer, Head of Operations and IT, Otus Captial Management

SECTION 2

INHOUSE VERSUS OUTSOURCING APPROACHES

2.1 ROUNDTABLE DEBATE: A discussion evaluating in-house or outsourcing approaches to innovation – Investigating the lifecycle of both approaches including history, robust processes, and ability to engage digitally
Moderator:
- Dominique Kistan, Content Producer, Clear Path Analysis
Panellists:
- Nigel Hellewell, Chief Operating Officer, Equitile Investments
- Alistair Ring, Operations Manager, Rye Bay Capital
- Emma Cullen, Chief Operating Officer, Palmer Capital

- Do you outsource or develop innovative operational processes in-house? What tangible benefits has the approach you have chosen provided?
- In what ways does each approach lend itself to streamlining your operational functionality?
- Have changes in regulation driven your decision to innovate in-house or outsource? How has this choice helped you to mitigate the regulatory burden?
- To what extent has Brexit/ other external environmental factors affected your choice of provider for particular processes?

2.2 INTERVIEW: How do fund managers retain workforce skillset while developing automated processes in house?
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis
Interviewee:
- Chris Humphrey, Head of Operations, Park Square Capital

- What are the key points surrounding the increased use of automation in operations?
- How important is senior buy-in? Is this a top down decision?
- How do you balance cost vs employee morale when engaging in the decision-making process of whether to implement automation? How do you monitor long-term dividends?
- Does developing solutions in-house provide opportunity to retain the skillset of individuals. Does this approach prevent you from operating a ‘lean model’?
- How do you avoid the talent of individuals being diminished due to increasing reliance of software? How crucial is retaining the human element of operations?

SECTION 3

RE-INVENTING DATA MANAGEMENT AND PROCESSING

3.1 INTERVIEW: Data automation and its role in centralising, simplifying and tailoring business use
Interviewer:
- Dominique Kistan, Content Producer, Clear Path Analysis
Interviewee:
- Stefan Detlof, Chief Operating Officer, IPM

- In what ways can centralisation facilitate efficiency and what are the tangible benefits you have observed in your operations?
- What are the benefits of creating centralised data stores?
- To what extent is transparency a driver for the increased implementation of centralisation?
- How important is the transparency that centralisation provides in increasing the liquidity of the market?
- How crucial is data integrity and how do you go about ensuring the quality of data?
- How do you balance increased efficiency that centralisation offers with loss of control associated with automation?

SECTION 4

CLIENT FOCUS

4.1 WHITEPAPER: How can digitalisation facilitate more efficient and client focused ways of handling data?
- Alex Orban, Director, Nortia Wealth