Asset Management
Working Group Programme
The Asset Management COO community working together to generate thought leadership and develop solutions to address market wide non-proprietary challenges.
Objective
As directed by the Q4 2021 / Q1 2022 COO priority of work surveys, 5 iCOOC working groups will be established in Q2 2022. The objective of forming these working groups is to facilitate effective collaboration within iCOOC (International COO Community).
Purpose
The purpose of forming these working groups is to promote the sharing of information and opinions between selected iCOOC executives to achieve a desired outcome.
Output
Each working group will have a year end output which will be an aide mémoire, industry paper or a product. The content will have been provided and shaped by the collective thought of the COO community. This initiative will be led by the CEO of Armstrong Wolfe (moderator), and the joint Armstrong Wolfe Advisory managing partners (content and programme leadership).
The Armstrong Wolfe leadership team will be supported by appointed industry advisors and 3rd party companies with known capabilities and/or insights that will add value to each working group.
Participating Members:
Amundi, Baillie Gifford, Barings, Credit Suisse Asset Management, DWS, First Sentier Investors, Franklin Templeton, Legal & General, J.P. Morgan Asset Management, Morgan Stanley Asset Management, Ninety One, Northern Trust Asset Management, PIMCO.
Asset Management Industry Advisors
Operations
-
Ralph Orciuoli Former MD, Global Head of Service Office, Barclays
-
Stephen Miller Former Chief Information Officer, Standard Chartered
-
Andrew Murfin Former Group MD, Global Wealth Management, UBS
Workforce Management
-
Lance Gerrad-Wright Leadership Advisor
-
Chris Severson Head of People and Culture, Philip Morris International
-
Peter Zorn APAC Head of Talent & Transformation, IBM
-
John Coleman Former MD, Head of Invesco Private Capital Partners; CAO, Global Institutional
-
John Rosling CEO, Contexis
1st Line Business Controls
-
David Grosse Risk Governance, HSBC Global Banking & Markets
- Luc Leclerq Industry Advisor
Crypto
-
Rich Evans MD, CEX.IO Prime
- Nigel Webb MD, Interpath Advisory
NFR
-
Shiobhan Dunn Former Global Head of BCM, Morgan Stanley
-
Larry List Former Chief Conduct and Controls Officer for Global Markets Americas, BNP Paribas
Your commitment
Delegation
The strength of the iCOOC platform lies in the diversity of thoughts. Attendance will be delegated by the Global COO, with the delegate holding a commensurate level of seniority at global, regional, or functional level.
The same delegate will commit to actively participating in the working group each quarter.
Attendance
Active participation: 3 x 90-minute working groups between April
and December 2022.
Knowledge Transfer
To allow transfer and
communication of the
content to managerial team members, the Working Group
executive can invite their direct reports to attend. The executive will be visual and actively participate, the invitees will be non-visual and in listening mode only.
Co-host
To co-host one working group forum between April and December 2022, with two of your working group peers.
1-2-1
To be available for interim 1-2-1 conversations with the Armstrong Wolfe programme lead, who will be responsible for programme momentum in-between the pivotal working groups.
Working Group participation is structured to additionally provide leadership and employee development at the senior director to executive managing director level. Participation is maximised through the knowledge sharing policy and broader forum participation. This ensures a return of investment for iCOOC members.
Areas of benefit realised through participation in iCOOC’s industry and peer led Working Groups, operating as a confidential and exclusive information exchange, are as follows:
- Market Awareness
- Intelligence Gathering
- Data Validation
- Idea and Solution Development
Personal and Behavioural Development:
- Networking
- Confidence Building
- Peer Group Benchmarking
- Presentation Training
- Public Speaking
Asset Management Working Groups
Non-Financial Risk Management
Executive Attendee: Global Head of Business Controls and/or Non-Financial Risk
Industry Paper: Defining and managing non-financial risk management
Innovation
Executive Attendee: Global Head of Strategic Change, Transformation and/or Architecture
Industry Paper: How best to support quantify and deliver innovation
ESG Data Management
Executive Attendee: Head of ESG Data Management / Architectural Design
Industry Paper: A COO framework for standardisation of ESG data
Operations
Executive Attendee: Global Head of Operations
Industry Paper: Navigating the journey to the Target Operating Model. An integration of thought and experience of today’s Operations executive
COO Aide Mémoire: Outsourcing: Selection, Management, Exit
Workforce Management
Executive Attendee: Global COO and/or Regional COO
COO Aide Mémoire: Managing a hybrid workforce
Become a Member
Email us today or complete this form and join the only global membership committed to the advancement of the Financial Services COO.
Be engaged, connect with the industry and your peers, empower your people through knowledge transfer and learning.
WCOOC
Our diversity, equity and inclusion programme strives to support the underrepresented by leveraging the influence and good will of the female global COO community.
Advisory
We are committed to protecting the reputation of Armstrong Wolfe as the trusted partner to the COO community and the individual reputations of our alumni members.
COO Academy
Raise the profile and impact of the COO and CCO functions in Finance by driving innovation, while redefining and enhancing their roles and capabilities.
Collaboration
The collaborations encompass the Armstrong Wolfe’s quarterly COO forums across several regions.
Podcasts
Listen to content on demand from our most recent events and Mental Health Awareness Week.
Conduct & Culture Summit
Watch the entire Conduct & Culture Summit on Demand or register your interest for our next event.