Our annual Connect Forum is coming to you digitally on Wednesday 2 and Thursday 3 December 2020. Join us as we host industry leaders from across the world in a series of discussions over two days and a number of different time zones.
The forum will focus on accelerating the future of funds and share the latest views and experiences surrounding investor trends, customer service, technology and innovation, and how new entrants are changing the way we segment the investor space.
The future is coming at us faster than ever. In the last six months many firms have moved their digital thinking forward by three years, or more. Don’t get left behind when 2021 starts.
Please find the full programme below and REGISTER HERE FOR THE EVENT.
Author and Speaker
JB Beckett is the author of ‘NewFundOrder’ and new for 2020 ‘What They Do In The Shadows’. He campaigns for more transparency, value and better governance and he also writes, lectures and speaks globally. ‘NFO’ consultancy enables Fintechs and boutiques, whilst empowering investors through new technologies.
Chief Technology Officer, Calastone
Adam is responsible for Calastone’s technology strategy, platform operation, architecture and engineering. He is a technology leader with over twenty years of experience across financial services, from investment banking and payments to wealth management and asset management. He joined Calastone from Aegon where he was the Head of Architecture and Development for Cofunds, the UK’s largest platform.
Head of UK – Adviser Platform, Fidelity International
Jackie is the Head of UK – Adviser Platform (FundsNetwork) for Fidelity International. This role is responsible for assets of £39b and approx.. 400,000 clients. Her aim is to provide a market leading adviser experience, powered by an engaged team and a comprehensive, digitally enabled proposition. In 2019, she won the Women of the Year – Platforms at the Women in Investment Awards.
She is Executive Co-Sponsor of Global Gender Balance, and sits on the Global Diversity and Inclusion Council. She also forms part of the Global Early Careers Council.
Managing Director, Head of Asia, Calastone
Leo leads Calastone’s Asian business, based in Hong Kong where is . Prior to his appointment as regional MD in 2016, Leo headed the Calastone sales and relationship team for Asia, covering several markets including Hong Kong, Singapore and Taiwan. Leo has over 20 years of experience across the financial services industry, culminating in his role as Principal Consultant with Morse Consulting Asia immediately prior to joining Calastone in January 2012.
Director, Client Relationship Management, Calastone
Becky is the CRM Director at Calastone where she is responsible for developing strong client relationships and identifying new strategic market opportunities across Asia, including China, Hong Kong, Singapore, Taiwan and Malaysia. Prior to joining Calastone in 2013, she worked in the fund distribution sector.
Director, Client Relationship Management, Australia and New Zealand, Calastone
Justin joined Calastone as Director of Relationship Management for Australia and New Zealand in 2020 where he is focused on expanding and delivering business development. He brings over twenty years financial services experience from his roles in custody, investment management and asset serving. He has held senior roles BNP Paribas Securities Services, One Investment Group and, most recently, as COO at Link Fund Solutions in Australia and New Zealand.
Dominic De Lisle
Associate Director, Marketing, Calastone
Dominic joined Calastone in 2015. Dominic has worked in marketing for eight years, and leads Calastone’s research, thought leadership and digital programmes.
Before joining Calastone, Dominic worked at private bank Kleinwort Benson.
Chief Executive Officer, Nucleus
Brought up in Edinburgh, and something of a maths / tech geek, the formative years of David’s career were spent as a trainee actuary with Life Association of Scotland before stints with Ivory & Sime, Scottish Life International and strategic consultancy The Abacus. With a desire to see the customer take centre stage, he founded the UK’s first truly collaborative and adviser-built platform in 2006. He now has the privilege of leading the wee team of extraordinary people that are working to develop Nucleus at a time when honesty and accountability have never mattered more. David is a Fintech envoy for Scotland - a role he was appointed to by HM Treasury in 2016.
Managing Director, Europe, M&G International Investments
Micaela Forelli joined M&G in 2001 and was appointed Distribution Director of M&G International Investments in 2018 and Managing Director, Europe in 2020. In her role, she is CSSF Authorised Manager for M&G’s International Distribution Company and Senior Executive Director of the Luxembourg Boards. She oversees a team of over 100 colleagues operating in the European distribution business. Before moving to Luxembourg, she was Director of Global Banks relationship management from 2010 where she worked with Global Financial Institutions clients in Europe, Asia and the Americas.
Managing Director, Head of Australia and New Zealand, Calastone
Ross is responsible for Calastone’s Australian and New Zealand business. He originally joined Calastone in 2012, where he managed the Calastone Operations team. Ross then established the Client Services functions helping clients across the UK and Europe, to realise the benefits of automation. Prior to joining Calastone, he spent 12 years with Man GLG and Societe Generale Asset Management working in a range of roles, including transfer agency, operations management and strategic client management.
Managing Director, Head of Global Markets, Calastone
Edward Glyn is responsible for managing and developing key client relationships across our global markets. Before joining Calastonein 2014, Edward spent nine years at SWIFT, most recently heading up the 100m transaction funds business across EMEA and leading the regional sales team managing SWIFT’s investment management, custody and asset servicing offerings. Previously, he held key commercial and strategic roles at Investia – former parent of JPMorgan FundsHub, ERI Bancaire, Thomson Financial and Tajan.
Editor, Treasury Management International (TMI)
Eleanor started writing about corporate treasury in the days before the iPhone was invented. Having since edited several financial publications, she took up the editorial reins at TMI in January 2018.
Chief Technology Officer, Novia Financial
Dave is the CTO for Novia Financial where he is a key member of the team leading Novia as it embarks on a significant period of growth and strategic change. A key area of focus is the enhancement of Novia’s current platform by adopting of microservices and embedding DevSecOps practices throughout the business and with our key technology partners. Dave first became involved in the platform industry in 2001 where he worked alongside side Brett Williams, John Tomlins and Bill Vasilieff to create and deliver the Selestia platform, which until 2019 powered Quilters wealth management business. He has subsequently worked with a number of firms, including Cofunds and Aegon.
Chief Operating Officer, Pendal Group
Justin joined the company in April 2018 and is responsible for the technology, business strategy, strategic projects, operations, product and outsourced relationships functions. Justin possesses over 18 years’ experience in the finance industry, including senior appointments across client service, product, business strategy, operations and project management. Before joining the company, Justin was a Director at LeapFrog Investments and prior to that, held leadership positions within strategy, operations and strategic projects between 2013 and 2017 at First State Super, one of Australia’s largest pension funds. Justin’s industry experience also incorporates a variety of general management-level roles at Perpetual Investments during his 10- year tenure at the firm.
Global Head of Product, Calastone
Simon Keefe is Managing Director and Global Head of Product at Calastone where he is responsible for leading te growth and strategic development of Calastone’s product offering. Simon joined Calastone in September 2016 as global product development director before taking responsibility for Calastone’s product and proposition. He has over 25 years’ experience in financial services having spent 10 years on the buy side at large B2B platforms - SEI Investments and Bank of New York Pershing and SEI
Chief Revenue Officer, Calastone
Ed joined Calastone as Chief Revenue Officer in 2019 and is responsible for growing Calastone’s global business. In particular, he focuses on further developing Calastone’s growth of the DMI and is looking to strategically expand on Calastone’s institutional money market offering. He has over 25 years’ experience in the asset management, wealth management and private banking industry with leading global fintech firms; JHC (now FNZ) OpenLink (now Ion Trading) and SunGard (now FIS) where he held sales and revenue leadership positions in New York, London, Tokyo and Hong Kong.
Director, Product Manager, Calastone
Laura joined Calastone in February 2018 and works in the Product team, focussing on the DMI Fund Services offering. Prior to this she spent over 12 years on the buy side – SEI and Brooks Macdonald. Laura is also a founding member of the Women in Asset Servicing network
Funds Global Editor
Romil joined Funds Europe in October 2018. A journalist with strong editing and reporting experience in TV, print, online and radio, Romil’s work has been aired by Bloomberg TV and the BBC, and published by the Telegraph, Newsweek Media, the International State Crime Initiative and others.
Product Marketing Director, Calastone
Gene is Director of product and regional marketing where he is responsible for the strategic planning and delivery of Calastone’s product and industry segment marketing as well as delivering localised marketing initiatives. Previously, he has held senior marketing roles across the securities and funds industry with Euroclear, Citi and Amlin Insurance – the largest Lloyd’s syndicate.
Head of Investment Risk, GrabInvest
Martin is the Head of Investment Risk at GrabInvest which is working on giving everyone in Southeast Asia access to simple, transparent and affordable investment solutions. He has more than 20 years of experience in the finance industry. Previously, a Director at Deutsche Bank, he spent 15 years on trading and structuring desks in the global markets department across Frankfurt, London, Singapore and South Korea. He left the bank to follow his passion for FinTech and the changing landscape for consumers by leading the product and operations divisions of notable start-ups in Singapore, including Canopy and Bento.
Director, Global Cash Management, Microsoft
Jim Scurlock has led the Global Cash management & Treasury Integration practice at Microsoft for over 12 years. He has over 17 years of cash management across the globe.
Managing Director, Hazeltree
The creator of the first liquidity investment portal, Jonathan has over three decades of experience in the liquidity, cash and collateral industry.
Founder & CEO, Invsta
After working for 10 years as a Private Wealth Adviser in New Zealand across a number of financial institutions, Rachel made the decision to leap head first into the world of FinTech startups, to help address some of the key problems and challenges she had encountered across the investment management industry. Shortly after leaving the corporate world she started Invsta, a B2B fintech company that provides a range of innovative digital solutions for the financial services sector, focused on improving digital client engagement and streamlining business processes and efficiencies. She is highly aligned with the challenges and evolving needs of the investment management sector and is passionate about ensuring that the financial services industry thrives in the face of digital disruption.
Head, Asset Servicing Technology, BNY Mellon Technology India
Bhargavi heads Asset Servicing Technology in India and leads the engineering of Data and Analytics Solutions Vault globally. In her previous role at the bank, she led the Corporate Technology function for BNY Mellon globally. In addition to Corporate Technology, she led DevOps transformation for BNY Mellon technology globally. She has 26 years of experience championing the development and design of high-availability systems with key strengths that lie in emerging technologies. She is a strong voice and advocate in attracting, retaining, and developing women in technology roles.
Executive Director, J.P. Morgan
Len is an executive director and global transfer agency product lead at J.P. Morgan, based in Ireland. He has over 16 years’ experience in asset servicing focusing on EMEA domiciled funds and is Chairperson of the Irish Funds Distribution Steering Committee. Prior to joining J.P. Morgan, Len worked for 15 years in marketing management roles in the UK financial services industry.
Managing Director - Head of Continental Europe, Calastone
Henning joined Calastone in 2017, and is responsible for defining and implementing the business development strategy for continental Europe. Prior to joining Calastone, Henning held a number of senior roles with RBC where he developed their Investor & Treasury Services businesses in the European Union and Asia-Pacific. He began his career at Euroclear in Belgium, where he managed key clients across multiple geographies. He speaks six languages.
Director, Financial Services, Microsoft UK
Judith leads Capital Markets for Microsoft UK. As Industry Director, Judith is responsible for the development and execution of Microsoft’s programs and strategies into the UK Capital Markets sector. Before joining Microsoft, she has held roles at IBM, Vodafone and Samsung.
Deputy CEO Asia Pacific / Head of Business Strategy & Support, BNP Paribas Asset Management
Rakesh Vengayil is Deputy CEO Asia Pacific and Head of Business Strategy & Support for BNP Paribas Investment Partners. He joined the BNP Paribas group in 1998 in India and thereafter moved to Investment Partners in 2004 as Vice President and Head of Asset Management Operations in BNP Paribas Investment Partners India, and has assumed senior management roles in the India, Hong Kong and London offices.
In his current role, he assists the APAC CEO in overseeing strategic projects and the day-to-day business operations activities.
Group Treasurer, Remy Cointreau
Having worked in treasury for over 30 years, Luc began his career at SWIFT before joining Rémy Cointreau as Group Treasurer in 2007.
Global Head of Global Distribution and Transfer Agency Operations, HSBC
Jon joined HSBC in January 2019 and leads our Global Distribution and Transfer Agency business globally. Prior to HSBC Jon was Chief Industry Officer at Calastone. As a key member of the Calastone senior leadership team, Jon focused on leading Calastone’s key relationships with strategic industry groups to ensure that Calastone is correctly represented across all relevant bodies. Prior to joining Calastone he spent four years at BNY Mellon as Head of Transfer Agency EMEA & APAC, leading transfer agency services outside of the US. Jon also served on the board of BNYM IL.
Chief Executive Officer, Lu International
Kit joined Lu International in 2017 with over 20-years’ experience in tech and financial services. Upon joining Lu International he was tasked to oversee the company’s global expansion and set up and operate Lu International in Singapore. Prior to joining Lu International, Kit was the Chief Product Officer of OVO, an Indonesian mobile platform for banking, payments, and asset management. He also served in Google’s APAC Sales Strategy and Operations team, was the Head of Corporate Strategy and M&A for ANZ Asia Pacific and worked as a financial services consultant at McKinsey. Kit holds a Bachelor of Economics from the University of Sydney and a Master of Business Administration from Wharton, University of Pennsylvania.
Director, Sales and Relationship Management, Calastone
Louis is the Sales & Relationship Manager for Calastone covering France, Benelux and the Nordics. He has over 30 years of experience in the Financial and Sales sector. He started his career as a bond trader at Kredietbank after which he opened his own business then became business development manager for the start-up online trading platform Internaxx. He also spent 11 years in sales in the financial data and regulatory space at KNEIP.