CISI

forums Operations Forum

Amongst the most successful of the CISI’s educational initiatives, Professional Interest Forums are a key benefit of membership and a cornerstone of Continuing Professional Development. The CISI launched an Operations Forum in July 2005. Organised as discussion groups, Forums are open to all members of the Institute, although students may only attend one Forum event per year.

Key Features:

Counts towards your annual CPD target - and we will log the hours for you if you are part of the CPD Scheme
Central London locations
Light lunch included and an opportunity to network with fellow operations experts
CISI members with all levels of experience and seniority are welcome
Conducted under the Chatham House Rule, allowing members to discuss sensitive issues in a confidential setting

FORTHCOMING MEETING DATES IN 2010:
06 October (Canary Wharf)
01 December

For details of forthcoming PIF events, please see the PIF Event Calendar. Meetings are held at lunchtime from 12:30 to 14:00.

Recent Presentations at Operations Forum meetings have included:

Operational Impact of Front Office Automation
Feedback included:
"Well pitched to diverse group of attendees"
"Interesting discussion. Just right for a lunchtime"

Taking Stock of Stock Markets: MiFID and what's next?
Feedback included:
"Topic was interesting and speakers made it relevant and animated"
"The two speakers were excellent"
"Very informative and interesting"

Presentations from previous events can be accessed in the password-protected PIF Archive.

The Operations Forum Committee:

The Operations Forum Committee meet regularly to plan future meetings and source speakers. More information on each committee member can be obtained by clicking on their name.

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Frank Reardon FCSI, JM Finn & Co (Chairman)

Frank Reardon is Head of Investment Administration at JM Finn & Co,one of the UK’s leading privately owned investment managers, with offices in London, Leeds, Bristol, Ipswich and Bury St Edmunds.

He is responsible for the trade support function as well as all back office operational areas. He is a committee member for Compliance and Risk issues and for new system development.

In 2009 he started up a new business development function at JM Finn & Co for in-sourcing other organisations’ execution and back office functions.

Having started his career in the financial markets in 1979, Frank joined JM Finn & Co in 2001 having previously worked in organisations which include Banque Nationale de Paris, CIN Management (British Coal Pension Fund), Goldman Sachs Asset Management and Citigroup Private Bank where he was Head of Operations EMEA.

JM Finn & Co is a member of APCIMS (Association of Private Client Investment Managers and Stockbrokers) and Frank is a member of SIMA (Securities Industry Management Association).

Frank is also an active contributor to, and a member of the editorial panel of CISI members’ magazine, the Securities and Investment Review.