Chief Operating Officer & Chief Financial Officer Roundtable

4th Jun - 5th Jun 2019
Pestana Palace

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.


The agenda for the Chief Operating Officer & Chief Financial Officer Roundtable will be made available early next year.

Download last year's agenda


Pestana Palace

R. Jau 54
Lisbon, 1300-312

In a restored 19th-century palace, 3 km from the iconic Jerónimos Monastery, this swanky hotel is an 11-minute walk from boutiques and cafes at the hip LX Factory. 

Located in a restored 19th century palace, the Pestana Palace Lisboa is one of The Leading Hotels of the World, which are recognized for their extraordinary service.

This 5-star hotel in Lisbon is close to the city's main monuments, such as the Tower of Belém, the Belém Cultural Centre, the Jerónimos Monastery, the MAAT –Museum of Art, Architecture and Technology and the Lisbon Convention Centre.

With two swimming pools (indoor and outdoor), a spa and lush gardens complete with plants designated as "National Monuments", this is the perfect hotel for your stay.


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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For more information or general enquiry, please contact:

Scott Anderson
Managing Director
+44 (0) 207 303 1744

Karen Singerman
Associate Director
+44 (0) 207 303 1792

For Asset Managers interested in membership opportunity, please contact:

Beatrice Hainlein
Sales Director 
+44 (0) 207 303 1714