Chief Operating Officer & Chief Financial Officer Roundtable

Date - To be confirmed
Four Seasons Hotel


Due to the impact of COVID-19 on our event programme, we have decided to postpone the upcoming Chief Operating Officer & Chief Financial Officer Roundtable, which was to be held on the 3rd to 4th of November 2020, to next year. 

The health and success of our clients, partners and Institutional Investor colleagues are our top priority. We are exploring opportunities to organise digital meetings in order to stay abreast of the important themes taking place within our industry.

If you have any questions or would like to participate in our digital alternatives, please do not hesitate to contact us.


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. 

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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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


Four Seasons Hotel

Dogmersfield Park, Chalky Ln
Dogmersfield, Hook, RG27 8TD
United Kingdom

Set on a 500-acre country estate, this elegant hotel in a Georgian mansion is 2 miles from Dogmersfield village and 6 miles from Farnham Castle.

There's a plush spa with a heated indoor/outdoor pool and a fitness centre. Dining options include a fine-dining restaurant, a refined bar with a fireplace, and a library lounge offering afternoon tea. Other amenities include a treetop zipline course and bike rentals, plus activities such as tennis, horse riding and fishing.


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