Clearwater User Conference Europe

A Virtual Event

1213 October 2020

...until registration closes.

Registration has closed.

Two Half-Day Virtual Conference

This two-day, complimentary, virtual event offers an opportunity for Clearwater users, partners, and other industry practitioners to come together as a community, optimise their use of the Clearwater system, and learn the latest in industry best practices. 

Similar to the Clearwater User Conference, the Clearwater User Conference Europe focuses on topics relevant to EMEA.

Click here to access the conference.

The conference is officially underway. If you need assistance accessing the event or have questions about registering, please email the Events Team.

Join us for this two-day virtual event on 12-13 October. You'll have the opportunity to attend industry-relevant sessions, meet one-on-one with members of the Clearwater team, and learn how to better utilize the Clearwater system.

An Agenda Designed Just for You

This year we focused on bringing you industry-expertise through sessions on regulatory changes, operational best practices, market insights, and deep dives in the Clearwater platform for users of all tenures. Don't forget to hit "yes" during registration to schedule time with the team for a training or introductory meeting.

Technology and Timing is Everything

We have created the agenda so you're finished with sessions by lunch and still have the remainder of the day to work. You can access the event anywhere, via all major browsers using a standard web-based technology, and you do not need to download any plugins or additional software.

Please email events@clearwateranalytics.com with any questions.

Click here to access the conference.

Clearwater User Conference Europe

Agenda at a Glance

Day 1 - Monday 12 October
9:00 - 9:30 | General
Keynote Address
9:45 - 10:30 | Session 1
State of the Market Panel
Clearwater University: Getting Started
11:00 - 11:45 | Session 2
Planning for and Adopting IFRS 9/17
Solvency II
Advanced Clearwater Reporting and Calculations
Day 2 - Tuesday 13 October
9:00 - 9:30 | General
Keynote Address
9:45 - 10:30 | Session 3
ESG Panel
How to Run a Seamless Implementation
Operational Best Practices
11:00 - 11:45 | Session 4
Multi-Asset Class Portfolios
Fund Look-Through
Accounting and General Ledger Best Practices

State of the Market Panel

9:45 - 10:30 BST  |  Day 1, 12 October

During this session we will cover the following topics:

  • Operational adjustments and best practices in a post-COVID environment
  • Key market trends and statistics observed on the Clearwater platform in 2020
  • Portfolio volatility during the pandemic and how investment teams are adapting
  • Potential opportunities and strategic adjustments required by acute market forces such as the large changes witnessed in credit spreads
  • The prevalence of technology across financial organizations and how COVID has affected adoption and usage of said technology 

Presenters:

Ryan Brassey, CFA

Ryan Brassey, CFA
Insurance Solutions Specialist
Clearwater Analytics

Steve Doire, CFA, CPA, CPCU

Steve Doire, CFA, CPA, CPCU
Strategic Platform and Client Advisor

Chris Price

Chris Price
Strategic Advisor, UK and Europe
Clearwater Analytics


Clearwater University: Getting Started

9:45 - 10:30 BST  |  Day 1, 12 October

Are you new to using Clearwater and ready to make a big impact? Could your skills use some fine tuning? Need to brush up on the basics? Attend this session and learn the basics of navigating the system, customizing dashboards and reports, and adding more sophisticated features to your investment accounting practices.  

Presenters:

Sandy McComish

Sandy McComish
Client Servicing Team Lead
Clearwater Analytics

Johnny Pinkman

Johnny Pinkman
Service Delivery Manager
Clearwater Analytics


Planning for and Adopting IFRS 9/17

11:00 - 11:45 BST  |  Day 1, 12 October

This session will cover the key accounting changes introduced by International Financial Reporting Standards (IFRS) 9. You will hear from peers who have adopted IFRS 9 standards, receive an asset manager’s perspective from J.P. Morgan Asset Management, and hear from others preparing for the IFRS 9 transition. This session will afford attendees the opportunity to gain valuable insight and clarification on the latest standards and how to meet the IFRS reporting requirements.

Presenters:

Wheatley  Garner

Wheatley Garner
Vice President
J.P. Morgan Asset Management, Global Insurance Solutions

Jeanette Joubert

Jeanette Joubert
Strategic Finance Business Partner
Tesco Underwriting

Antonio Nervini

Antonio Nervini
Head of Insurance Netherlands
Enel Insurance N.V.

Michael Shean

Michael Shean
Insurance SME
Clearwater Analytics


Solvency II

11:00 - 11:45 BST  |  Day 1, 12 October

Solvency II sets regulatory requirements for insurance firms and groups. Attend this session to learn more about technical updates to EIOPA as well as what Clearwater is doing to help you fulfill Pillar 3 requirements. You’ll learn how Clearwater has added functionality around Solvency II, including new reports and upcoming enhancements. 

Presenters:

James Phillips

James Phillips
Development Division Lead
Clearwater Analytics

Sabrina Wilson, CPA, FLMI

Sabrina Wilson, CPA, FLMI
Subject Matter Expert
Clearwater Analytics


Advanced Clearwater Calculations and Reporting

11:00 - 11:45 BST  |  Day 1, 12 October

Attend this session to better understand how to evaluate portfolio returns and use Clearwater’s reporting capabilities to establish a customized process to better understand performance. You’ll be able to work with performance experts to gain a high-level understanding on how Clearwater calculates performance and which reports you can leverage to better understand the source of inputs to performance calculations.  

Presenters:

Matt Colvin

Matt Colvin
Client Services Division Lead
Clearwater Analytics

Linnea Held

Linnea Held
Service Delivery Manager
Clearwater Analytics


ESG Panel

9:45 - 10:30 BST  |  Day 2, 13 October

ESG reporting has become a hot topic for investors who want to align their investment portfolios with responsible investing. In this session, a panel of investment experts will discuss the current ESG reporting best practices.  

Presenters:

Duncan Cleat, CA

Duncan Cleat, CA
Investment Solutions Specialist
Clearwater Analytics

Noel Friedman, CFA

Noel Friedman, CFA
Executive Director, Business Manager, ESG Research Products
MSCI

Shadrack Kwasa

Shadrack Kwasa
Executive Director
London & Capital


How to Run a Seamless Implementation

9:45 - 10:30 BST  |  Day 2, 13 October

Are you new to Clearwater or implementing another cloud-based solution at your organization? Join us for a panel discussion with Clearwater users who are ready to share the ins and outs of how to make the most of an enterprise software implementation, avoid common pitfalls, and make a plan to ensure your team has a successful implementation. 

Presenters:

Judi Davies, FCCA

Judi Davies, FCCA
Business Consultant
Clearwater Analytics

Mark Gillespie

Mark Gillespie
Director of European Operations
Clearwater Analytics

Richard Phinn

Richard Phinn
Deputy Group Chief Financial Officer
Compre Group

Jessica Wong

Jessica Wong
Corporate Finance Manager
Beazley


Operational Best Practices

9:45 - 10:30 BST  |  Day 2, 13 October

Clearwater’s client service experts work closely with investment and accounting teams at the world’s leading organisations to leverage Clearwater to become more efficient, scale for growth, and manage complex portfolios. In this session, our experts will share operational best practices and lessons for continuous improvement from their experience working with top global teams.

Presenters:

Mary Convery

Mary Convery
Client Services Analyst – Strategic Accounts
Clearwater Analytics

Josh McGregor

Josh McGregor
Service Delivery Manager
Clearwater Analytics


Fund Look-Through

11:00 - 11:45 BST  |  Day 2, 13 October

With the increased need for transparency, the exercise to ‘look-through’ a fund is an essential component of investment reporting – both for regulatory as well as internal reporting purposes. However, this additional initiative comes with its challenges and operational burden. If addressed appropriately, the application of look-through data can extend beyond reporting.

This session will provide insights into the key challenges faced by organisations around look-through reporting and how your peers address these challenges. You will gain insight into the optimum operating model as well as how clients leverage Clearwater to assist in the process. 

Presenters:

Ashish Shrestha

Ashish Shrestha
UK Insurance Product Owner
Clearwater Analytics


Multi-Asset Class Portfolios

11:00 - 11:45 BST  |  Day 2, 13 October

Complex asset classes are a rapidly growing investment strategy for those who are looking for ways to maximise profits at a time when margins are slim. Whether your organisation is now investing in complex assets or simply investigating the idea, you will find this presentation full of valuable best practices and tips for scaling your operations for derivatives, mortgage loans, bank loans, and more. Attend this session to hear more about current state of complex asset classes in the market and how to prepare for upcoming trends and regulations.

Presenters:

Kyle Whatley

Kyle Whatley
Solutions Consultant, EMEA


Accounting and General Ledger Best Practices

11:00 - 11:45 BST  |  Day 2, 13 October

Become an accounting wizard by attending this session! Learn from Clearwater accounting experts as they discuss best practices for simplifying your general ledger and booking processes. You’ll have the opportunity to gain insight into how to set up your general ledger in Clearwater to make your workload more efficient and scalable.  

Presenters:

Rav Gill

Rav Gill
Investment Management and Corporate Team Lead
Clearwater Analytics

Antonello Stella

Antonello Stella
Service Delivery Manager
Clearwater Analytics

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