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Due to the introduction of a vast array of new regulations and growth in client demands for reporting and transparency, fund and asset managers are seeking ever more from their administrative and custodial partners. With a requirement to not just keep up, but excel to win new business, fund administrators and custodians are launching new products and services to keep up with end user demands, whilst continuing to provide cost effective outsourcing services.

The Fund Outsourcing & Administrator Operations, Europe report will bring together chief executives, operations, investment and risk officers, along with specialist heads of third-party management, to examine the evolution of outsourcing arrangements due to market environment, the changing perspective views of outsourcing versus in-housing and how fund managers can deploy an offshore outsourcing strategy for global expansion.

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FOREWORD

• Ed Creswell, Business Development Manager, Milestone Group

SECTION 1

EVOLVING REGULATIONS AND SURVIVAL STRATEGIES

1.1 INTERVIEW: The European Commission’s view on the impact of MiFID II

Interviewer:

• Margie Lindsay, Editor, Alpha Journal

Interviewee:

• Maria-Teresa Fabregas-Fernandez, Head of Unit G3 – Securities Markets, DG Internal Market and Services, European Commission

1.2 ROUNDTABLE: With the ongoing regulatory regime and reporting requirements, can providers keep up with end user demand

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panellists

• Keith Waudby, Head of Operations, Hermes Fund Managers

• Lynne Hill, Consultant, Regulatory Change, Hermes Fund Managers

• Susan Wright, Regulatory & Compliance Specialist, The Investment Association

1.3 INTERVIEW: Examining the business implications of MiFID I

Interviewer:

• Noel Hillmann, Managing Director, Clear Path Analysis

Interviewee:

• Florence Fontan, Head of Client segment - Asset Managers, BNP Paribas Securities Services

SECTION 2

THE TRANSFORMATION OF OUTSOURCING PHILOSOPHIES

2.1 ROUNDTABLE: In-housing vs outsourcing: should companies look to reclaim some of their outsourced activities?

Moderator:

• Noel Hillmann, Managing Director, Clear Path Analysis

Panellists:

• Peter Clarke, Head of Adviser Delivery, Verbatim Asset Management• Ulrik Modigh, Head of Asset Management Operation, Nordea

SECTION 3

OFFSHORE OUTSOURCING

3.1 ROUNDTABLE: Deploying an offshore outsourcing strategy for global expansion

Moderator:

• Margie Lindsay, Editor, Alpha Journal

Panellists

• Denise Thomas, Head of Investment Operations, Standard Life Investments

• Stephen Lowe, Head of Middle Office and Investment Operations, Royal London Asset Management

• Cora Kielblock, Head of Operations, Operational Oversight, Investec Asset Management

Maria Teresa Fabregas

Head of Unit G3 Securities Markets / DG Internal Market and Services, European Commission

Cora Kielblock

Head of Operations, Operational Oversight / Investec Asset Management

Peter Clarke

Head of Adviser Delivery / Verbatim

Keith Waudby

Head of Operations / Hermes Fund Managers

Milestone Group provides advanced software solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers.

Our Control funds processing platform is a unique application environment that addresses a wide range of global funds industry requirements, delivering competitive positioning and operational efficiency.





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By listening to those in the industry, we create a shortlist of individuals who most influence and inspire those around them and invite them to contribute to our reports and events by:

Contributing a thought piece on an issue raised in the market research

Participating in or moderating a roundtable with other industry leaders

Participating as an interviewer or interviewee

Producing a case study white paper written with a client or supplier

Taking part in a head to head debate with another respected industry professional.

Clear Path Analysis is always open to suggestions of suitable contributors for future topics.

Call +44 (0) 207 1931 487 or send a message

Alpha Journal is a digital publication with a global focus on alternative investment funds targeted at a readership of institutional investors and asset managers. The editor, Margie Lindsay, created a reputation while executive editor of Hedge Funds Review for producing well¬-written, authoritative content, with access to the biggest names in the industry and an eye on exciting emerging managers.

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