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02 September 2010
finance/insurance sector

Nordic Fund Management Operations and Administration
Achieving automation and efficiency in Nordic fund management operations

Event Date: 22-23 Nov 2007
Location: Berns Hotel, Stockholm, Sweden

key conference topics

  • Assess how differences in regulation can improve or restrict efficiency in fund administration
  • Evaluate when and what to outsource
  • Optimise derivatives processing
  • Unravel the current trends in fund administration and custody services in the Nordic region
  • Be the first to know about the future of STP
  • conference focus

    The asset management industry is currently in a process of transformation; the traditional role as long-only fund managers is

    The asset management industry is currently in a process of transformation; the traditional role as long-only fund managers is changing and managers increasingly move into derivatives, hedge funds and alternative investments. The Nordic region has been slower in its take up of those products and therefore slower in developing the back office infrastructure to support them.

    This marcus evans conference is purely focused on the fund management community in the Nordic region as the challenges there are more prominent and unresolved compared to the rest of Europe. It explores the variety of outsourcing and automation possibilities available to fund managers and analyses the changing regulatory and operational environment affecting their back and middle office operations. Finally it explains the strategies that can increase success and efficiency.

    Who should attend? From Pension Funds, Insurance Funds, Hedge Funds and Fund Management companies Heads, Directors and Managers of:

    Back Office

    Middle Office

    Operations

    IT

    Systems Development

    Fixed Income Operations

    Equity Operations

    Outsourcing

    Clearing

    Fund Administration

    Securities Settlement

    Dealing Support

    Data Management

    Operational Risk

    Risk Management

    Systems/Technology

    Electronic Banking

    Accounting

    From Custodian and Investment banks

    Heads, Directors and Managers of:

    Client Services

    Securities Services

    Transaction Services

    Asset Servicing

    IT Architecture and Strategy

    Business Development

    Product Development

    From Consultancies

    Partners, Heads, Directors and Managers of:

    Banking and Finance

    Outsourcing

    Information Systems Consulting

    Risk Management

    From Software Development Companies

    Heads, Directors and Managers of:

    Sales and Marketing

    Business Development

    Banking Technology Suppliers

    conference sponsors
    Gold Sponsor


    SEB

    Silver Sponsor


    GlobeOp Financial Services

    Silver Sponsor


    DnBNOR

    Silver Sponsor


    VPS

    Preferred Partner


    DTCC

    Exhibition Sponsor


    Advent Software

    who should attend the conference

    Who should attend?
    From Pension Funds, Insurance Funds, Hedge Funds and Fund Management companies
    Heads, Directors and Managers of:

    Back Office
    Middle Office
    Operations
    IT
    Systems Development
    Fixed Income Operations
    Equity Operations
    Outsourcing
    Clearing
    Fund Administration
    Securities Settlement
    Dealing Support
    Data Management
    Operational Risk
    Risk Management
    Systems/Technology
    Electronic Banking
    Accounting

    From Custodian and Investment banks
    Heads, Directors and Managers of:

    Client Services
    Securities Services
    Transaction Services
    Asset Servicing
    IT Architecture and Strategy
    Business Development
    Product Development

    From Consultancies
    Partners, Heads, Directors and Managers of:

    Banking and Finance
    Outsourcing
    Information Systems Consulting
    Risk Management

    From Software Development Companies
    Heads, Directors and Managers of:

    Sales and Marketing
    Business Development
    Banking Technology Suppliers

    the conference organisers

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.



    conference speakers

    Charlotta Carlberg
    Head of Unit
    Swedish Financial Supervision Authority

    Paula Kirppu
    Market Supervisor
    Finnish Financial Supervision Authority

    Niels Peter Mortensen
    Head of Back Office
    PFA

    Kim Mikkelsen
    CIO
    Nordic Asset Management

    Svante Linder
    Vice President, Head of Fund Administration
    AP7

    Goran Fors
    Global Head of Custody Services
    SEB

    Maria Dolores Montesinos
    Policy Co-ordinator, Asset Management Unit,DG Financial services policy and financial markets
    European Commission

    Jan Heldman
    Global Head of Fund Services
    SEB

    Ron Tannenbaum
    Co-Founder
    GlobeOp Financial Services

    Sven Tarnvik
    Partner
    Ernst & Young

    Henrik Staffas
    Head of Customer & Sales Sweden
    DnB NOR Investment Operations Services

    general enquiries

    Anne Flamant

    Marcus Evans
    11 Connaught place
    London, W2 2ET

    Telephone:
    +44 (0) 20 3002 3282
    Fax: +44 (0) 20 3002 3016
    Email: annefl@marcusevansuk.com


    sponsorship opportunities

    James Driscoll

    Marcus Evans (Scandinavia) Ltd
    2nd Floor, Sveavägen 28-30
    111 34 Stockholm

    Telephone: +46 8 407 6040
    Fax: +46 8 407 2962
    Email: jamesd@marcusevansse.com

    conference quote

    "Explore how to increase efficiency and improve general administrative practices within both the middle and back office of Nordic fund management firms"

    This specialised marcus evans conference will prove to be a significant development towards understanding how regulators and practitioners should be moving forward to a more harmonised infrastructure in the Nordic region. Within this bigger picture, market players including the fund managers, the fund administrators, global custodians and systems providers will explore solutions to the biggest back office challenges including OTC derivatives, regulation, outsourcing and STP. Key speakers representing all the stakeholders in the industry will review the landscape and demonstrate the most effective strategies being used to reduce costs and improve automation and efficiency in fund management operations.