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The Fund Technology, Data & Operations, North America 2022 Report is developed from the annual Fund Operator Summit, which aims to address key concerns related to data and fund management including the availability, quality, and maintenance of data. Our expert speakers provide innovative strategies and constructive debate on the current financial landscape.


This report brings together North American and Globally based Chief Operating Officers, Heads of Operations, Chief Technology Officers, and Heads of Data Management from Asset Management Organisations. The report facilitates discussions between thought leaders related to operational resilience, operational risks and cyber security, and emerging technology data considerations.

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EXECUTING A DIGITAL TRANSFORMATION WITHOUT BREAKING THE BANK

  • Kenneth Lamar, Principal Partner, Lamar Associates LLC
  • Arthur Melkonian, Chief Operating Officer, Equinox Partners
  • Sohel Hussain, Director of Investment Operations, Meyer Memorial Trust

THE END OF 9-TO-5? LABOR SHORTAGES, REAL ESTATE SURPLUSES AND THE FUTURE OF COMPANY CULTURE

Moderator:

  • Tim Jager, Senior Manager, Meradia

Panelists:

  • Craig Peretz, Chief Financial Officer, Golden Eagle Strategies
  • Evan Fire, Chief Operating Officer, Pzena Investment Management

HOW CAN FUND MANAGERS EFFECTIVELY INCORPORATE DIGITAL ASSETS INTO THEIR PRODUCT LINE-UP

Moderator:

  • Simon Zais, Senior Consultant, Capco

Panelists:

  • Russ Grimaldi, Chief Compliance Officer, Horizon Kinetics
  • Matthew Fetta, Chief Operating Officer, Coinfund

HOW MARKETING AND CLIENT RELATIONS HAVE EVOLVED IN THE POST-COVID WORLD

  • Simon Zais, Senior Consultant, Capco
  • Patrice Trichon, Head of Marketing, Client Reporting and Digital, Brown Brothers Harriman
  • Kenneth Lamar, Principal Partner, Lamar Associates LLC

INDUSTRY CHALLENGES FOR 2022-23 AND HOW ICI IS ADDRESSING THEM

  • Tim Jager, Senior Manager, Meradia
  • Joanne Kane, Chief Industry Operations Officer, Investment Company Institute

Kenneth Lamar

Principal Partner, Lamar Associates LLC

Arthur Melkonian

Chief Operating Officer, Equinox Partners

Sohel Hussain

Director of Investment Operations, Meyer Memorial Trust

Tim Jager

Senior Manager, Meradia

Craig Peretz

Chief Financial Officer, Golden Eagle Strategies

Evan Fire

Chief Operating Officer, Pzena Investment Management

Simon Zais

Senior Consultant, Capco

Russ Grimaldi

Chief Compliance Officer, Horizon Kinetics

Matthew Fetta

Chief Operating Officer, Coinfund

Patrice Trichon

Head of Marketing, Client Reporting and Digital, Brown Brothers Harriman

Joanne Kane

Chief Industry Operations Officer, Investment Company Institute

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