Chief Operating Officer & Chief Financial Officer Roundtable

16th Jun - 17th Jun 2020
Hotel Bristol

This Roundtable will bring together operational and financial officials to share views on the challenges they face in helping their firms adapt to a new environment of client needs, volatile markets, global expansion and new technology. We will again partner with Casey Quirk/McLagan on a “Performance Intelligence” study of member firms, which will be presented at this Roundtable. 

2019 Agenda

The agenda is curated to address the current issues and trends faced by European Chief Operating Officers and Chief Financial Officers. Last year, the agenda topics included:

  • Future Operating Models & Transforming the Cost Structure for the New Lower Margin World
  • Outsourced Trading
  • Analysis of In-Flows & Out-Flows - And Fee Pressure
  • The Future State of the Industry
  • Brexit
  • Generating Revenue from Legal & Compliance

Download the full 2019 agenda here

To enquire or provide input for the 2020 Agenda, please contact Karen Singerman

Register Your Interest

Participation is strictly limited to qualified executives. Once registered, a member of the Institutional Investor team will be in touch to confirm attendance. Due to capacity restraints, all registrations will be accepted on a first come first serve basis.



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Hotel Bristol

Krakowskie Przedmieście 42/44
Warsaw, 00-325

Set in a grand circa-1901 building, this luxe, art deco style hotel is a 10-minute walk from the 14th-century Royal Castle museum, and 2 km from the theater and sports fields at the Palace of Culture and Science.


For more information or general enquiry, please contact:

Scott Anderson

Managing Director
+44 (0) 207 303 1744

For more information or general enquiry, please contact:

Karen Singerman

Associate Director
+44 (0) 207 303 1792

For asset managers interested in membership opportunity, please contact:

Beatrice Hainlen

Sales Director
+44 (0) 207 303 1714