SPEAKERS

Plenary speakers

Klaus Holse

Klaus Holse

Chief Executive Officer
SimCorp

Before joining SimCorp, Klaus was a Corporate Vice President in Microsoft and responsible for the company’s activities in Western Europe. Prior to that, Klaus has been the CEO at various Danish companies as well as Senior Vice President at Oracle Corporation. Klaus holds a BA in Business Administration and a M.Sc. in Computer Science.

Marc Schröter

Marc Schröter

Senior Vice President, Head of Product Management SimCorp

Marc is responsible for the product strategy for SimCorp Dimension. He has been with SimCorp since 1995 and has worked as a consultant with investment managers on virtually all aspects of front-, middle- and back-office operations. He holds a Master’s degree in Engineering from Aalborg University and a Bachelor’s degree in Finance from Copenhagen Business School.

Alan Parisse

Alan Parisse

Speaker and coach

Alan Parisse specializes in two areas: deepening client relationships and leading through change. Alan has a background as a successful financial executive and is now a renowned speaker and coach. Alan helps industry leaders gain new ideas and practical tools to achieve a competitive advantage by advancing their existing client relationships and creating new ones. He also helps leaders to lead through challenge, change and uncertainty. Alan provides an understanding of the new sources of leadership – the game changers that impact influence. Alan Parisse has been announced “One of the Top 21 Speakers for the 21st Century” by Successful Meetings Magazine.

Dan Hall

Dan Hall

Partner, Ernst & Young LLP

Dan Hall is a Partner in EY’s global wealth and asset management practice and leads the UK wealth and asset management advisory team. Dan has been advising the wealth and asset management industries for the past 20 years. He has worked with many leading firms to deliver strategic change initiatives across distribution, front, middle and back offices. In particular, Dan’s experience includes operating model design and transformation; customer experience; digital; post-merger acquisition integration; and outsourcing. Dan Hall is based in the London office of Ernst & Young LLP.

Session speakers

Anders Kirkeby

Anders Kirkeby

Technical Fellow, Vice President – Enterprise Architecture, SimCorp

Anders heads up the Enterprise Architecture and SimCorp Technology Labs functions. Prior to SimCorp, he was a developer and architect for several years, and had a stint as a start-up CTO. At SimCorp, he has held various technology strategy and product management roles, being the main driver behind initiatives like user experience, Alerts Inbox, Dashboards, HTML5, and mobile devices. Currently, he is responsible for the long-term longevity of the platform, involving cloud-based transformational challenges.

Arne E. Jørgensen

Arne E. Jørgensen

Product Manager for Accounting, SimCorp

Arne graduated with an M.Sc. in Engineering in 1980 and Graduate Diploma in Finance in 1984. He joined SimCorp in 1988 and has held technical, managerial, and expert positions. He has been the Product Manager for Accounting since 2002.

Brent Rossum

Brent Rossum

CFA, AVP for Front Office, Product Management, SimCorp

Brent holds a B.Sc. in Economics from the University of Minnesota, USA, and a M.Sc. in Finance from the ICMA Centre, University of Reading, UK. Prior to joining SimCorp in 2010, he has worked in front office product management at Bloomberg, TradeWeb, and Charles River Development.

Carl Balslev Clausen

Carl Balslev Clausen

Product Manager for Structured Products, SimCorp

Carl joined SimCorp in 2007 and is responsible for SimCorp’s theoretical valuation solution and strategy. He is also responsible for the module XpressInstruments, which is SimCorp Dimension’s framework for managing exotic derivatives, structured products, and custom tailor-made instruments. Carl holds a Ph.D. in Applied Mathematical Physics from the Technical University of Denmark.

Carsten Kunkel

Carsten Kunkel

Head of Regulatory Center of Excellence, SimCorp

Carsten has headed up Legal Practices, the nucleus of the Regulatory Center of Excellence, since 2008. Since then the team has designed, built, and coordinated the deployment of regulatory-driven solutions to clients across SimCorp’s Market Units. Before joining SimCorp in 2005, Carsten consulted leading German financial institutions. Carsten holds a degree in Economics from the University of Mannheim in Germany.

David Wheatley

David Wheatley

Product Manager for Compliance, SimCorp

In August 2007, David joined SimCorp Ltd. from LatentZero, where he was Head of Implementation Consultancy for their ‘best-of-breed’ compliance system. David has around 20 years of experience in the software industry, working with some of the world’s biggest asset managers to implement investment restriction checking applications.

Else Braathen

Else Braathen

Product Manager for Risk Management, SimCorp

Else, MSc. in Math and Economics, has worked with risk management in investment banks in London, Copenhagen, and Stockholm for 13 years. She joined SimCorp’s Product Management in 2006, where she is helping to shape the risk solutions today used by a many of SimCorp’s clients.

Even Claussen

Even Claussen

Senior Product Marketing Manager, SimCorp

Even joined SimCorp in 2010. He has more than 20 years of experience in the IT industry where he has held various marketing management positions. Even holds a Master of Business Administration from Boston University.

Gernot Schmidt

Gernot Schmidt

Product Manager for Front Office, SimCorp

Gernot has been working with SimCorp for 12 years. He has broad product and client knowledge from presales roles in Germany, UK, and North America before becoming a product manager for the Front Office.

Hanen Borchani

Hanen Borchani

Senior Research Engineer, SimCorp Technology Labs, SimCorp

Hanen has been a senior machine learning engineer at the SimCorp Technology Labs team since January 2017. Prior to that she worked at SimCorp for one year as a backend developer. Hanen holds a Ph.D. in Artificial Intelligence and has more than 10 years of research experience in machine learning and predictive analytics in different application domains.

Howie San

Howie San

Product Portfolio Manager for Data Management, SimCorp

Howie is an industry veteran, with over 30 years of experience in financial services technology and products. He has been with SimCorp for over 5 years, having joined from Citi Securities and Fund Services.

Hugues Chabanis

Hugues Chabanis

Product Manager for Alternative Investments, SimCorp

Hugues has strong experience in the Alternative Assets software industry, from the buy-side to the vendor side, evolving in various job positions including consulting, sales, and product management. He joined SimCorp in 2015 to support our offering within the alternative asset class and help shape our roadmap.

Ian Rees

Ian Rees

Product Manager, SimCorp Coric

Ian Rees is Product Manager for SimCorp’s Client Communications and Reporting suite, SimCorp Coric. Ian is responsible for driving the product strategy for SimCorp Coric, with a particular focus on digital and client experience. Ian has worked in the client communications space for 9 years working on a range of different solutions with asset managers across the industry. Before joining SimCorp, Ian was Solutions Director at Kurtosys.

Igor Gramatikovski

Igor Gramatikovski

Product Manager for Trade Processing, SimCorp

Igor Gramatikovski is responsible for SimCorp’s Securities Processing solution and strategy as part of its IBOR offering. Prior to joining SimCorp, Igor worked as an Investor Market Manager at Citibank’s Securities and Fund Services.
He joined Citi from Markit, where he held Business Development positions for the Credit Data and Portfolio Valuations service, and was responsible for the Alliance Programme in EMEA. He started his career at Thomson Reuters, where he was a Fixed Income Real-Time Content Product Manager for 6 years.

Jacob Goltermann

Jacob Goltermann

Product Portfolio Manager for Technology, SimCorp

Jacob, M.Sc. in Mathematics and Financial Theory, has been with SimCorp since 1997, currently working as a Product Portfolio Manager for Technology. He has held several management positions in financial instruments, front office, and technology.

James Carter

James Carter

Product Portfolio Manager, SimCorp

James joined SimCorp in 1998 and has held a number of consultancy positions in different locations. In 2010, he moved into his current role in Product Management taking responsibility for the team who set the product roadmap for the Back Office areas, and the Investment Book of Record (IBOR). James has a degree in Mathematics and Physics from the University of Bristol, UK.

Jesper Aagaard

Jesper Aagaard

Senior Manager, Operational Services, SimCorp

With over 15 years of experience with SimCorp, Jesper has participated in numerous implementation projects, primarily within Europe. He has vast SimCorp Dimension expertise also when it comes to operating the application. Jesper has been focusing on delivering and developing SimCorp’s services portfolio to support clients in operating SimCorp Dimension.

Jon Irgens

Jon Irgens

Product Portfolio Manager for Alternative Investments, SimCorp

Jon is responsible for the product strategy and launch of new Alternative Investments products within the SimCorp Dimension platform. He has been leading Product Management teams in SimCorp since 2010, and has previously covered a number of other management positions in both client facing and internal functions across the SimCorp organization.

Lars Bjerre Hansen

Lars Bjerre Hansen

Product Portfolio Manager for Portfolio Analytics and Reporting, SimCorp

Lars holds an M.Sc. in Mathematics and Economics and joined SimCorp in 1999 where he has had different roles primarily related to Performance Measurement and Attribution. Lars is an active member of both national and international networks of performance professionals, and has been the Danish representative in the GIPS governance structure since 2009.

Lars Ole Hansen

Lars Ole Hansen

Product Manager for Portfolio Analytics and Reporting

Lars Ole has been with SimCorp for almost 16 years, taking on different roles in the development department, professional services, and product management. He holds a M.Sc. in Mathematics and Finance and is also a Certified Business Intelligence Professional from the Data Warehouse Institute.

Mark Baker

Mark Baker

Product Manager for Collateral Management, OTC, and ETD, SimCorp

Mark has significant buy- and sell-side industry experience from 17 years in product management, derivatives trading and processing, and regulatory change. Mark holds an MBA from London Business School and is a CFA® charterholder.

Martin Engdal

Martin Engdal

Director, Global Product Marketing, SimCorp

Martin has almost 20 years of experience in the investment management and financial services industry. He joins SimCorp from Advent Software, where he was Market Strategist and Senior Director of Business Development, EMEA. Prior to this, Martin held various marketing, sales and business development roles at, among others, Danske Bank and ABN AMRO Asset Management.

Martin Shaw

Martin Shaw

Product Manager for Portfolio Management, SimCorp

Martin joined SimCorp in September 2008 and is responsible for overseeing direction of the new front office portfolio management platform. He has over 15 years of experience in the financial markets software industry following roles at Charles River Development and SunGard Front Arena. Martin previously held a variety of positions within the capital markets and was responsible for managing and trading global bond portfolios with several investment banks.

Marlena Fitts

Marlena Fitts

Senior Product Marketing Manager, SimCorp

Marlena, M.Sc. Finance, heads Global Front Office Product Marketing at SimCorp and brings over 25 years of investment management industry experience. In recent years, she has focused her career on strategic product initiatives for the institutional asset management community. Prior, she spent eight years in the alternatives software space, leading strategic business development and product initiatives. Marlena also spent several years working as a principal consultant on various investment management operations infrastructure, change management and fund conversion engagements, and has deep expertise in investment management operations.

Markus Volk

Markus Volk

Business Consultant Principal, Regulatory Center of Excellence, SimCorp

Markus has been with SimCorp for 10 years, and in the Regulatory Center of Excellence for eight years. Here he supports clients in their implementation of investment compliance for UCITS and non-UCITS funds in SimCorp Dimension. Markus is an expert on SimCorp’s Legal Rule Set Service and the investment compliance solution in SimCorp’s Compliance Manager. Markus has previously worked at a German credit institution and holds a degree in Business Administration from the University of Mannheim.

Matthew Reid

Matthew Reid

Product Manager for Trading, SimCorp

Matthew is the Managing Director and one of the original founders of the SimCorp Development Centre UK Limited (previously Solutionforge Limited). The Development Centre UK Limited was purchased by SimCorp in 2005 to transform SimCorp’s order management module. Matthew has played a lead role in the recent development of this module and has over 14 years of experience in the software industry.

Michael Sinnet

Michael Sinnet

Product Manager for Data Warehouse, SimCorp

Michael joined SimCorp this year as Product Manager for SimCorp’s Data Warehouse. With 15 years of experience in the financial industry he has held different roles as developer, consultant and manager. In the last five years, he has been responsible for the data warehouse unit in Danske Capital (Danske Bank) and brings significant client and market relevant experience into SimCorp. He holds a Master’s degree in Computer Science and Business Administration from Copenhagen Business School.

Michael Schuler

Michael Schuler

Senior Business Consultant, Regulatory Center of Excellence, SimCorp

Michael joined SimCorp in 2013 as a Business Consultant in the Consulting Services department. He has worked with the Trade Repository Reporting solution and other regulatory topics before joining the Regulatory Center of Excellence in 2015, where he is involved with transaction reporting topics like EMIR TR Reporting, SFTR, and MiFID II. Michael has worked at an IT consulting company after graduating with a degree in Business Administration.

Paul Michael

Paul Michael

Product Manager for Money Markets and Reconciliation, SimCorp

Paul holds an undergraduate degree in Economics and a Masters in Information Security. He started his career working in trading operations for an institutional stockbroker, and has subsequently worked in financial technology for the past 18 years, currently as a Product Manager.

Paul Williams

Paul Williams

Senior Director, ICE Data Services

Paul Williams is EMEA Head of Business Development for Pricing and Analytics products at ICE Data Services, which is part of Intercontinental Exchange (NYSE: ICE). He is focused on strategy and business development for fixed income evaluations and a suite of innovative solutions for evolving regulatory requirements. Prior to this role, Paul was head of the Evaluations team in Europe.

Peter Erik Hertel

Peter Erik Hertel

Product Manager for Fund Accounting, SimCorp

Peter holds a Master’s degree in Economics and joined SimCorp in 1988. Over the years, he has taken various roles from development to sales and project management, and most recently as a specialist within the accounting and fund accounting area. Peter has been product manager for Fund Accounting since 2008.

Sandra Castro López

Sandra Castro López

Relationship Manager UK, Ireland & Nordics, REGIS-TR

Sandra Castro López joined the Clearstream Banking London team back in 2014 and is now responsible for client relations, primarily covering Financial Institutions, across the UK, Ireland and Nordics. With expertise in the regulatory reporting space, she is one of the lead Relationship Managers for REGIS-TR, and has been working with major clients and a number of Tier 1 European Organizations. Sandra holds a Bachelor’s Degree in Business Management and Administration from the University of Seville.

Tomas Edwards

Tomas Edwards

Senior Product Marketing Manager, SimCorp

Tomas Edwards has worked around the world in the financial services industry for 18 years. During this time, he has performed various roles in Wealth Management, Asset Management and Investment Banking before moving to financial technology in 2014. He joined SimCorp in 2016 and is currently responsible for the global product marketing of our Data Management and Reporting solutions. He holds an M.Sc. from the University of Liverpool and is an advocate of new and game-changing technology.

Victor Valore

Victor Valore

Product Manager for Cloud, SimCorp

Victor has been Domain Manager for SimCorp Dimension System Operations since 2011 and is now leading SimCorp’s enablement of a Hybrid Cloud solution. He has been dedicated to the Cloud endeavor since August 2015 and will be approaching clients during this year to gain early feedback.