RiskTech BuySide50

With more than 50 category winners, and an overview of current Chartis' key research themes within the Financial Risk sector the RiskTech® BuySide50 rankings will be the go-to place for clear, accurate and independent analysis of the sectors technology marketplace.

We are excited to announce the upcoming Chartis Buyside50 2023 event, which will take place on the 28th and 29th of June. This prestigious event will honor and recognize the top 50 vendors in risk technology, as featured in the comprehensive Buyside50 2023 report by Chartis Research. The report offers valuable insights, in-depth analysis, and actionable advice on various aspects of risk technology, including credit risk, operational risk, market risk, and cyber risk management, among others. It also highlights key trends in the buy-side industry, such as the increasing use of artificial intelligence (AI) and machine learning (ML) in risk management and compliance.

The Chartis Buyside50 2023 event will feature prominent industry experts and thought leaders discussing crucial topics, such as managing investment management lifecycle in the current market, hunting for yield, and managing third and fourth-party exposure. Additionally, the event will cover essential subjects like ESG portfolio risks, asset management data governance, and operational resilience. This two-day event is the perfect opportunity for professionals in the buy-side industry to gain insights into emerging trends and best practices, as well as network with peers and industry leaders.

Don't miss out on this exceptional opportunity to be part of this event.

Register now and secure your spot to gain valuable insights, engage in thought-provoking discussions, and celebrate the achievements of the top 50 vendors in risk technology.

Join us in shaping the future of risk management in the buy-side industry! Register today and be part of this exclusive event.

REGISTER TODAY

These individuals have provided thought leadership input into this year's RiskTech BuySide50 online event program.

Chartis Services: Jay Wolstenholme
Jay Wolstenholme

Research Director

Chartis Research

Jay’s primary focus is to lead and build-out our offerings for capital markets and the buy-side. Buy-side, asset management continues to cross functional boundaries incorporating multiple capital market disciplines in order to successfully manage asset owner investments.  Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.                                                                         

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.

Mike Chen, PhD

Head of Alternative Alpha Research

Robeco

Dr. Chen is the Head of Alternative Alpha Research at Robeco. In this role, he is responsible for leading the research and development of innovative alpha insights and solutions for use across Robeco. He started in this role in March 2022. Dr. Chen’s current research interests are in the areas of quant sustainability, machine learning/NLP, and alternative data, and has published a number of journal articles on these topics.

Previously, Dr. Chen was the Head of Sustainable Investments at PanAgora. In that role, he led the research and development of sustainable investment solutions across PanAgora, and the commercialization of PanAgora’s ESG offerings. In addition, he is responsible for model research and development in the Equity Division while participating in the daily management of the firm’s portfolios. While at PanAgora, Dr. Chen developed and applied for a patent for a framework to construct sustainable portfolios based on dual objectives of alpha and sustainability outperformance.

Prior to joining PanAgora, Dr. Chen was a Portfolio Manager at BlackRock’s Scientific Active Equity (SAE) team, where his responsibilities include portfolio management and research into alpha insights for use across the entire SAE platform. While at SAE, Dr. Chen won the “Signal of the Year” award for a signal he researched and developed.

Dr. Chen started his career at Morgan Stanley in New York where he traded and managed a portfolio of exotic US rates derivatives. While at Morgan Stanley, Dr. Chen researched, developed, and patented a framework that allowed for the pricing of derivatives based on two rate curves with dynamic multiplicative spread, one of the first such models on the street. 

Dr. Chen graduated from the University of Illinois in 2005 with a Ph.D. in Electrical and Computer Engineering. During graduate school, he published in leading academic engineering and applied mathematics journals and had been invited to talk at numerous academic and industry conferences.

Rodney Hill

Chief Risk Officer

OMERS

As Chief Risk Officer, Rodney leads the Risk Management, Compliance and Ethics, and Assurance and Advisory functions for OMERS. Under his leadership, these functions work closely with the businesses units across OMERS to fulfil their mandate, and to provide ongoing monitoring and reporting to senior management, the OMERS Board of Directors and its various committees.

Prior to joining OMERS in 2011, Rodney worked as a Partner at an international accounting firm, where he specialized in auditing complex public and private companies. During this time, he also held several leadership roles with the firm.

A graduate from the University of Kent at Canterbury, with an Honours Degree in Accounting with Computing (Honours), Rodney is an Associate of the Institute of Chartered Accountants in England and Wales (ACA-UK).

He is also a Chartered Professional Accountant (CA, CPA) in Canada. Originally from Ireland, Rodney is passionate about giving back through involvement with community. Rodney also serves on the Financial Committee for Crescent School. He lives in Toronto with his family.

Chris Olson

Board chair and head of operational risk management

MassMutual

Michel Fournier

VP, Chief Risk Officer

Beneva

Michel Fournier is Vice President and Chief Risk Officer for Beneva.  He is responsible for Risk Management across the organization. 

Prior to his appointment at Beneva, he was Head of Risk Management and then Head of Hedging at National Life Group, Head of Global Equity Risks at Manulife and Head of Hedging for VA Europe at ING Group. 

Michel has an MBA-Finance and a BSc in Actuarial Science both from Laval University. He also holds the titles of ASA (from the Society of Actuaries), CFA (Chartered Financial Analyst) and FRM (Financial Risk Manager).

Heli Khandelia

Head of international change management

Apollo Global Management

Heli Khandelia is head of international change management at Apollo Global Management. She is responsible for managing and delivering a  of changes across various business areas in Europe. Khandelia has delivered a range of large-scale, cross-functional business change and regulatory programmes. Her expertise covers multiple asset classes, building and managing high-performing teams and leading multi-disciplined projects from inception to delivery. Khandelia has worked for global banks and consulting firms such as Goldman Sachs, JP Morgan, Deutsche Bank, Lloyds and KPMG. She is skilled in programme and project management, governance, regulatory risk and compliance, business change, operations and technology. Khandelia holds a master's degree in applied computing technologies from Northumbria University.

Sudipto De

Head of Investment Risk

Principal Asset Management

Sudipto is the head of investment risk for Principal Asset Management. Sudipto joined Principal in April 2022. Prior to this, he was the Deputy Head of Investment Risk at Lord, Abbett & Co. LLC, an independent, privately held investment management company, where he spent six years developing and executing the investment risk management program across all asset classes.

Before Lord Abbett, Sudipto spent seven years at Goldman Sachs as a fixed income quantitative strategist focusing on asset backed securities, commercial and residential mortgage-backed securities and real estate. Sudipto has a PhD degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign, IL, USA and is also a CFA charter holder.

Thierry Adant

CIO

New Market Captial

Mr. Adant joined Newmarket Capital in 2020 as Chief Investment Officer. He is responsible for leading the investment process, shaping the investment philosophy and developing new investment strategies. Mr. Adant is part of the executive team setting and implementing the business strategy of the firm. Prior to Newmarket, Mr. Adant was head of Private Debt and member of the Alternative Credit Fund Investment Committee at Willis Towers Watson. Mr. Adant was responsible for asset allocation and due diligence of Private Debt investment opportunities globally. Mr. Adant designed innovative investment solutions within corporate lending, commercial mortgages, residential mortgages, infrastructure and many specialized asset classes amounting to over $4bn per annum. Mr. Adant sourced and executed a number of impact investments providing exceptional investment returns whilst generating a positive environmental and societal impact. Mr. Adant holds a Bachelor of Science in Finance and Energy Business and Finance from The Pennsylvania State University.

Frank Loughlin

Global Co-Head of Equity Trading

AllianceBernstein

Frank Loughlin is Global Head of Execution Services at AllianceBernstein. In this role, he oversees the equity execution platform globally, with responsibility for strategy, technology and infrastructure, talent management, and external partnerships. Previously, Frank was global co-head of equity trading for eight years. Since joining the equity trading team in 1993, he has led or co-led various equity trading desks and held senior level roles within equity trading. Frank joined the firm in 1990 as an associate portfolio manager in equities. He holds a BA from the University of Notre Dame and an MBA from the Gabelli School of Business at Fordham University. He is a CFA charterholder and a member of both the CFA Institute and CFA Society New York.

Frank serves as chair of the board of directors of Sustainable Trading (Sustainable Financial Markets Ltd.), a nonprofit membership network dedicated to transforming ESG practices in the financial markets trading industry. He has previously served on numerous industry advisory bodies and is currently a member of the New York Stock Exchange Institutional Trading Advisory Committee and the National Organization of Investment Professionals (NOIP). He serves on the board of directors of Queens Community House and Tennessee Innocence Project and formerly served on the advisory board of the Gabelli School at Fordham University.

Agenda

09:3009:35

Welcome Message

09:30 - 09:35

Mark Feeley

Global Brand Director

Chartis Research

Mark is the Global Brand Director at Chartis and has over 30 years’ experience in global capital markets, consulting and associated technologies focusing on risk management, front and middle office platforms and data management. Prior to Chartis he has held executive roles in large global financial institutions, consultancies and FinTechs in various positions including platform and software development, solution architecture, large scale program management, vendor selection and implementation and strategy development and execution. With a background covering front, middle and back office Mark brings a holistic view of business, technology and regulatory issues across the enterprise and how these issues can be addressed by leveraging appropriate technology solutions.  His primary focus has been risk technology and includes leading the global teams for risk technology at RBS Capital Markets and AIG, Middle office and front office technology teams at Barclays Capital, extensive consulting experience with major consulting organizations including EY and Deloitte together with extensive vendor experience including time at both Algorithmics and Misys (now Finastra). Mark has an MA from Oxford University and is Fellow of the Institute of Chartered Accountants in England and Wales.

09:3509:55

Sponsored Keynote: What Risk Tools do Buy Side Asset Managers Need for Current and Future Investments

09:35 - 09:55

This session will explore and examine risk requirements that are unique to the buy side, along with delving into market, credit, and liquidity across multi-assets. It will discuss relative risk that asset managers are measured against pre-determined allocation benchmarks, looking at the base tools required as well as specialized risk coverage needed across asset classes and styles of investing. The breadth of risk tools, technology and methods of access will be covered.

09:5510:30

Panel Discussion: Portfolio Construction, Attribution, Risk / Return Optimisation

00:01 - 00:02

The panel discussion will be centered around portfolio construction, portfolio performance attribution and analytics trends, with a particular focus on multi-asset portfolios. The speakers will also highlight the investment trends and how they are diversifying their portfolios via traditional and alternatives asset classes – PE, Direct Lending, Direct Investing. With a key focus on considering various risk/ return factors, such as market liquidity, credit, operational risks, and environmental, social, and governance (ESG) risks when analyzing potential investments.

Sidhartha Dash | Moderator

Research Director

Chartis Research

Sid has more than 20 years of experience in the financial, energy and commodities markets in various functions across the trade and software development lifecycles. He has held various roles in product development, trading, risk management, software development and consulting in banks, hedge funds, and risk advisory and software firms, including Standard Chartered Bank, TCG Group, HCL and Cognizant. 

Sid’s specific areas of interest and research include risk data, model risk management, quantitative models in illiquid markets, high-performance analytics, energy and commodity trading risk, market structure design, new computational models, and the use of innovative mathematical methods in various emerging areas of risk management. 

Joyce Chen

Director, Investment Risk Research

Investment Management Corporation of Ontario (IMCO)

Lu Chang

Chief Risk Officer

Axonic Capital

Ms. Chang has over 20 years of experience in risk management, investment research, and financial analytics. She is currently the CRO of Axonic Capital LLC, a New York based investment advisor.

Previously, she served as the CRO at Angel Oak Capital Advisors since 2014. Prior to joining the buy side, Ms. Chang served in various financial roles at Wells Fargo and Wachovia Securities for a decade. Ms. Chang holds a B.A. degree in Finance from Wuhan University and an M.B.A from the College of William and Mary, where she graduated with distinction, beta gamma sigma. She holds the CFA®, the FRM, and the CAIA designation.

10:3011:00

Panel Discussion: State-of-the-State in Expertly Managing the Investment Management Lifecycle

10:30 - 11:00

This session will examine the latest technology and tools in the front-to-back portfolio workflow (the investment management lifecycle) including portfolio construction, decision support, trading, investment management and analytics. It will address how both buyside participants and investment managers can respond to regulatory, economic environment and technology demands. Also, how to improve portfolio performance and manage risk in today's volatile market environment by integrating multi-assets, incorporating risk and performance analytics, and incorporating ESG risk assessment.

Sudipto De

Head of Investment Risk

Principal Asset Management

Sudipto is the head of investment risk for Principal Asset Management. Sudipto joined Principal in April 2022. Prior to this, he was the Deputy Head of Investment Risk at Lord, Abbett & Co. LLC, an independent, privately held investment management company, where he spent six years developing and executing the investment risk management program across all asset classes.

Before Lord Abbett, Sudipto spent seven years at Goldman Sachs as a fixed income quantitative strategist focusing on asset backed securities, commercial and residential mortgage-backed securities and real estate. Sudipto has a PhD degree in Mechanical Engineering from the University of Illinois at Urbana-Champaign, IL, USA and is also a CFA charter holder.

Jay Wolstenholme

Research director

Chartis

Having joined Chartis in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side, both in asset management and wealth management. Buy-side is a focused area of Chartis’s expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.


 

Walter Joyce

Managing Director, Investment Services

TIAA, Investment Management Group

Walter Joyce is Head of Investment Services with TIAA, Investment Management Group where he leads the trading, trade operations, investment reporting and data analytics teams. 

Walter has over 20 years of financial services experience and has held several senior leadership positions, including six years as the Chief Operating Officer of an institutional brokerage and investment firm in New York and four years as Head of Equities responsible for global trading, investment research and operations. Additionally, he spent four years as a senior consultant to various investment managers, including TIAA, Wilmington Trust, TD Institutional, PNC Investments and CGI. 

Walter holds a degree in Management from the University of Alabama and an M.B.A. in Finance from Thunderbird School of Global Management. 

Jeffrey Garnett

Chief Risk Officer

Antara Capital

Jeffrey joined Antara Capital in October 2022 and serves as Chief Risk Officer (CRO).  Prior to Antara, Jeffrey spent 4 years as Chief Risk Officer of TPRV Capital, a multi-asset class relative value strategy, where he oversaw all aspects of risk management.  Prior TPRV, Jeffrey spent 10 years at Fortress Investment Group, finishing as the Director of Risk.  At Fortress, Jeffrey was responsible for market risk management of all liquid markets hedge fund strategies.

11:0011:20

Fireside chat: Exploring Value Delivery and Limitations of Quantitative Investing: Best Practices and Technology Innovations

00:01 - 00:02

The discussion will focus on delivering value through quantitative investing and the limitations and opportunities of using a quantitative approach. The role of technology, including AI, NPL, ML, and Quantum AI, in quantitative asset management is also explored. The experts will highlight the latest best practices in applying quantitative strategies adopted by buy-side firms to drive better outcomes for investors. Additionally, they will evaluate how quantum technology is set to transform investment operations and what firms can do to benefit from the latest innovations.

Maryam Akram

Senior Research Specialist

Chartis Research

Maryam focuses on risk-aware accounting and advanced analytics in financial risk management and has been a lead analyst and author on a variety of industry and thought-leadership reports covering areas including insurance risk systems, asset and liability management, and credit risk analytics. She also works on Chartis’ governance, risk management, and compliance (GRC) research, focusing on model risk management, and runs Chartis’ production, specializing in visualizations. Maryam holds a first-class BA Honours from the London School of Economics and is currently completing a master's degree in computation and cognition; she also has a certificate in Risk in Financial Services from the Chartered Institute for Securities & Investment.

Jack Sarkissian

Managing Partner

Algostox Trading

Jack Sarkissian is an asset manager currently overseeing quantitative trading as the Managing Partner of Algostox Trading. Prior to Algostox, Jack worked as the Chief Investment Officer of EG Capital Partners managing $3 billion in assets of pension funds, HNWIs, and corporate accounts. Prior to EGCP Jack ran a risk management department and held senior quantitative analytic positions in investment banks.

Physicist by background, Jack Sarkissian is known for demonstrating the quantum nature of price formation on microstructural level and developing the Quantum Pricing Theory, a microstructural framework for modeling liquidity, bid-ask spread, trade execution, and trade negotiation.

Jack's expertise includes portfolio management, high-frequency trading, risk management, and quantum decision-making algorithms.

11:2011:35

Chartis Presentation: Asset Management Trading Desk & Portfolio Management Merge

00:01 - 00:02

This presentation will go over the current state of the investment management functionality and technical necessities being leveraged for muti-asset trading and investments. The linkage between the trading desk and the portfolio manager.

Jay Wolstenholme

Research director

Chartis

Having joined Chartis in July 2020, Jay’s primary focus is to lead and build-out our offerings for the buy-side, both in asset management and wealth management. Buy-side is a focused area of Chartis’s expansion and we are delighted to have Jay leading this area which is increasingly important for both our clients and the industry in general. Jay was most recently a Senior Principal at Finastra. Prior to this he spent 4 years as a Senior Analyst at Celent, 4 years as the Director of Capital Markets at HP, 5 years as a Research Director at Gartner and his first 8 years in industry as a Group Manager in fixed income IT at UBS.

Jay holds a BFA from Cooper Union, a BA from Saint Lawrence University and an MBA in Finance from NYU Stern School of Business. Additionally, Jay is Series 7 certified with FINRA.


 

11:3511:50

Buy Side50 winners' announcements 26-50

11:35 - 11:50

11:5012:00

Closing remarks and end of Day 1

00:01 - 00:02

Mark Feeley

Global brand director

Chartis

Mark has over 30 years’ experience in global capital markets, consulting and associated technologies, focusing on risk management, front- and middle-office platforms and data management. Before Chartis he held executive positions in large global financial institutions, consultancies and FinTechs, in various roles including platform and software development, solution architecture, large-scale program management, vendor selection and implementation, and strategy development and execution.

With a background covering the front, middle and back office, Mark brings to Chartis a holistic view of business, technology and regulatory issues across the enterprise, and how these issues can be addressed by leveraging appropriate technology solutions. His primary focus has been risk technology, and his work in this area includes: leading the global teams for risk technology at RBS Capital Markets and AIG; working with middle- and front-office technology teams at Barclays Capital; extensive consulting experience with major consulting organizations including EY and Deloitte; and extensive vendor experience, including time at Algorithmics and Misys (now Finastra). Mark has an MA from Oxford University and is a Fellow of the Institute of Chartered Accountants in England and Wales.

09:3009:35

Welcome Message

09:30 - 09:35

Mark Feeley

Global Brand Director

Chartis Research

Mark is the Global Brand Director at Chartis and has over 30 years’ experience in global capital markets, consulting and associated technologies focusing on risk management, front and middle office platforms and data management. Prior to Chartis he has held executive roles in large global financial institutions, consultancies and FinTechs in various positions including platform and software development, solution architecture, large scale program management, vendor selection and implementation and strategy development and execution. With a background covering front, middle and back office Mark brings a holistic view of business, technology and regulatory issues across the enterprise and how these issues can be addressed by leveraging appropriate technology solutions.  His primary focus has been risk technology and includes leading the global teams for risk technology at RBS Capital Markets and AIG, Middle office and front office technology teams at Barclays Capital, extensive consulting experience with major consulting organizations including EY and Deloitte together with extensive vendor experience including time at both Algorithmics and Misys (now Finastra). Mark has an MA from Oxford University and is Fellow of the Institute of Chartered Accountants in England and Wales.

09:3509:50

Presentation: The March to T Plus One and What the Buy Side Needs to Know

00:01 - 00:02

This presentation will go over the current state of the SEC and Canadian/US Market move to a T+1 settlement cycle. Primarily it will focus on aspects the buy side needs to be acutely aware of. 

09:5010:20

Panel Discussion: Embracing ESG Standards and Technology Solutions: Meeting the Rising Expectations of Clients, Regulators, and Investors in Today's Business Landscape

00:01 - 00:02

The session will focus on the environmental, social, and governance (ESG) considerations that have become an important factor for clients, regulators, and investors. It will consider the need to meet the rising ESG expectations by embracing ESG standards and leveraging innovative technology solutions and how this goal can be achieved through stakeholder engagement in advancing ESG standards and providing insights, regulatory updates and understanding investor expectations. It will also address how firms can ensure they are up to speed with changes in the ESG regulatory landscape and how investment processes should be developed to support enhanced ESG reporting. Finally, it will look at how data and technology firms can partner with asset managers to drive improving ESG capabilities to match the incoming regulations and standards.

Dylan Bassett

Senior Research Specialist

Chartis Research

Dylan is an enterprise technology strategist and researcher with Chartis Research. Dylan helps firms to leverage and develop bold technology solutions to enable financial crime risk management and ESG-aware investment. Previously Dylan held a variety of research-centric roles at Accuity and LexisNexis Risk Solutions, a leading provider of financial crime risk management solutions. Dylan contributed significantly to developing the vendor’s understanding of financial crime risk management markets, supported development of product strategy through new product research, and led key go-to-market initiatives including product launches. Dylan graduated from Washington University in St. Louis in 2017 with a Bachelors’ degree in Anthropology and Managerial Economics.

Fate Saghir CPA, CMA

Senior-Vice President, Head of Sustainability and Marketing

Mackenzie Investments

Fate Saghir leads Sustainability and Marketing at Mackenzie Investments. Fate is also the Chair of the Sustainability Steering Committee and the Head of Mackenzie’s Sustainability Centre of Excellence, dedicated to developing capabilities and enriching technical expertise of environmental, social and governance (ESG) factors in support of corporate strategy, investment management practices and sustainable product offerings. Fate brings thought leadership, education and tools aligned to creating sustainable investments to institutional clients, advisors and investors. Since joining Mackenzie in 2017, Fate led the development and launch of Precision, an intuitive investment analytics technology that assists financial advisors in the research and analysis of Canadian investments. She then established a new function, Market Strategy and Innovation, focused on research, insights and innovation enabling fact based and client centric decision-making at IG Wealth Management and Mackenzie Investments.  

Fate has over 15 years’ experience in financial services building new sustainable business models through strategic research and insights, a strong client orientation and a focus on generating long-term value for all stakeholders.  

She sits on the Advisory Boards for Timea’s Cause, an organization dedicated to building awareness in human trafficking and the Women’s Collection, an organization focused on enabling financial literacy for women. In 2021, she joined the Responsible Investment Association’s Leadership Council and joined the board of the Mackenzie Investments’ Charitable Foundation Board. She was also named a Clean50 2022 Honouree in recognition of her efforts to advance the cause of sustainability and clean capitalism in Canada. Fate has a Bachelor of Commerce from the University of Windsor and is a Chartered Professional Accountant (CPA, CMA) 

Wei Shi

Professor

University of Miami Herbert Business School

Wei Shi is a Professor of Management and Cesarano Faculty Scholar at Miami Herbert Business School, University of Miami. His primary research interest focuses on corporate governance, ESG, and strategic decision making.

He has taught courses on strategic management, corporate strategy, strategic governance, and corporate governance. He coauthored the book entitled “Understand and managing strategic governance.” His research has been covered by Harvard Business Review and the Wall Street Journal. He currently serves as a board member of International Corporate Governance Society and advisor to VeriStell Institute.

10:2010:35

Presentation: ESG Buy Side Investment Concerns

00:01 - 00:02

This presentation will go over the current needs of portfolio managers and the tools, modelling methodology to fulfil SFDR regulatory requirements and measure appropriate portfolio concentration levels.   

Dylan Bassett

Senior Research Specialist

Chartis Research

Dylan is an enterprise technology strategist and researcher with Chartis Research. Dylan helps firms to leverage and develop bold technology solutions to enable financial crime risk management and ESG-aware investment. Previously Dylan held a variety of research-centric roles at Accuity and LexisNexis Risk Solutions, a leading provider of financial crime risk management solutions. Dylan contributed significantly to developing the vendor’s understanding of financial crime risk management markets, supported development of product strategy through new product research, and led key go-to-market initiatives including product launches. Dylan graduated from Washington University in St. Louis in 2017 with a Bachelors’ degree in Anthropology and Managerial Economics.

10:3511:05

Panel Discussion: Creating a sustainable and effective investment strategy

00:01 - 00:02

In the light of carbon neutrality targets, what are the key components that should make up any climate portfolio?

The session will focus on how the EU Taxonomy and SFDR regulations are influencing the concentration of GHG/carbon in asset manager portfolios and the ways to identify the best sources of climate, GHG, and carbon data to make informed decisions. It will examine how temperature-aligned asset alignment and the analysis of data gaps and timings are essential components of the process. It will also assess the current state of climate portfolio construction, ESG attribution, and real-time assessment.

Dylan Bassett

Senior Research Specialist

Chartis Research

Dylan is an enterprise technology strategist and researcher with Chartis Research. Dylan helps firms to leverage and develop bold technology solutions to enable financial crime risk management and ESG-aware investment. Previously Dylan held a variety of research-centric roles at Accuity and LexisNexis Risk Solutions, a leading provider of financial crime risk management solutions. Dylan contributed significantly to developing the vendor’s understanding of financial crime risk management markets, supported development of product strategy through new product research, and led key go-to-market initiatives including product launches. Dylan graduated from Washington University in St. Louis in 2017 with a Bachelors’ degree in Anthropology and Managerial Economics.

Iancu Daramus

Director, Climate-Aligned Investing

Fulcrum Asset Management LLP

Iancu focuses on climate investment and engagement at London-based Fulcrum Asset Management. He has previously worked for Legal & General Investment Management, where he led the stewardship team’s work in the energy sector and advised institutional clients on sustainability, and for climate finance think-tank the Carbon Tracker Initiative.

Recognised as a ‘rising star’ of sustainable investment by Investment Week, Iancu is one of the lead authors of the CFA Institute’s Certificate in ESG Investing, and holds degrees in philosophy and public policy.

Alain Robert-Dautun

Head of risk management

Sycomore Asset Management

Alain Robert-Dautun has over 20 years of experience in the financial markets and asset management, including in hedge funds investment and risk management. Before joining Sycomore Asset Management in 2006 as head of risk management, he was senior investment analyst and member of the investment team at Allianz Alternative Asset Management, before which, he was portfolio manager for a long short equity fund for CPR Asset Management. Previously, Robert-Dautun has served as head of new products development for JP Morgan, head of asset allocation for State Street Global Advisors and quantitative analyst for Sinopia Asset Management. He holds a master's degree in statistics from the Paris Institute of Statistics, is a CFA charterholder and is member of the Institute of Actuaries. Robert-Dautun is a member of the risk commission for the French Asset Management Association.

 

Jean Jardel

Quantitative Researcher

Kanopy AM

Jean Jardel, a Quantitative Researcher at Kanopy AM, is responsible for implementing the financial and non-financial strategy of Kanopy Active Climate Transition, a global equities fund.

He plays a key role in developing a sustainable approach that balances financial performance with alignment to the Paris Agreement.
With a solid background in Data Science and Machine Learning from the School of Mines in France, Jean specialized in Asset Management through the Master 203 in Financial Markets at Paris-Dauphine University.

11:0511:20

Buy Side50 winners' announcements 1-25 & category winners

00:01 - 00:02

11:2011:30

Closing remarks and end of conference

00:01 - 00:02

Mark Feeley

Global brand director

Chartis

Mark has over 30 years’ experience in global capital markets, consulting and associated technologies, focusing on risk management, front- and middle-office platforms and data management. Before Chartis he held executive positions in large global financial institutions, consultancies and FinTechs, in various roles including platform and software development, solution architecture, large-scale program management, vendor selection and implementation, and strategy development and execution.

With a background covering the front, middle and back office, Mark brings to Chartis a holistic view of business, technology and regulatory issues across the enterprise, and how these issues can be addressed by leveraging appropriate technology solutions. His primary focus has been risk technology, and his work in this area includes: leading the global teams for risk technology at RBS Capital Markets and AIG; working with middle- and front-office technology teams at Barclays Capital; extensive consulting experience with major consulting organizations including EY and Deloitte; and extensive vendor experience, including time at Algorithmics and Misys (now Finastra). Mark has an MA from Oxford University and is a Fellow of the Institute of Chartered Accountants in England and Wales.