- Advertisement -

Round Table: Operational Challenges

The role of the Chief Operating Officer in asset management continues to expand, as operational challenges grow in both scope and complexity. Once centred primarily on trade processing and operational control, the function now sits at the intersection of technology strategy, regulatory interpretation, data governance, vendor management, and increasingly, judgment around what should be automated, outsourced, or retained in house. As a result, COOs now work more closely than ever with their technology and service providers, relying on them not just for infrastructure and execution, but as partners in navigating change.

Against this backdrop, HedgeNordic, together with IG Prime and Clearwater Analytics (CWAN), convened the Nordic COO Roundtable in Stockholm to explore the operational challenges facing Nordic asset managers today.

Nordic COO Roundtable Write Up

The roundtable brought together senior operational leaders from across the hedge fund and alternative investment landscape, alongside key technology and service providers that increasingly shape how investment operations function in practice. Participants included Catharina Östring of Coeli, Katarina Carlbring of Nordkinn Asset Management, Petter Mattsson of Alcur Fonder, David Bergquist of Volt Capital Management, Daniel Mackey of Protean Funds Scandinavia, Martin Redgård of Finserve, Grant Loon of VHC Partners, as well as Ahmed Patel of IG Prime and Stephen Roberts of Clearwater Analytics. The discussion was moderated by Andi Woolass of CWAN.

The conversation moved deliberately away from theory and into day to day operational reality. Topics ranged from trade lifecycle efficiency and straight through processing to the growing burden of regulation, including DORA, MiFID and liquidity management tools. Participants compared approaches to data ownership, data quality, and the practical limits of relying on single providers versus broader vendor ecosystems. Separately managed accounts featured prominently, both as a growth tool and as a source of operational complexity. The group also explored the cautious adoption of artificial intelligence, distinguishing between genuine use cases and technology that remains premature for mission critical workflows.

What emerges from the discussion is not a prescribed model, but a candid snapshot of how experienced COOs, working closely with their technology and service partners, are thinking, prioritising, and adapting as operational challenges continue to evolve.

The full roundtable write up captures this exchange in detail, offering insight into how Nordic operational leaders are navigating complexity while maintaining control, resilience, and flexibility.

thumbnail of COO RT 2025

Photography by: Binniam Eskender

Subscribe to HedgeBrev, HedgeNordic’s weekly newsletter, and never miss the latest news!

Our newsletter is sent once a week, every Friday.

HedgeNordic Editorial Team
HedgeNordic Editorial Team
This article was written, or published, by the HedgeNordic editorial team.

Latest Articles

CTA / Trend Following ETFs: Access, Implementation, and the Question of Completeness

By Jerry Parker, Founder and CEO of Chesapeake Capital: The growth of CTA and trend following ETFs has expanded access to systematic strategies, but it...

Alcur Elevates Flöstrand to CIO One Year After Joining

Stock-picking boutique Alcur Fonder has appointed Per Flöstrand as Chief Investment Officer, with the portfolio manager taking over the role from co-founder and long-time...

Month in Review – March 2026

After a solid start to 2026, following three consecutive years of strong performance, March proved to be a sharp setback for Nordic hedge funds....

Archipelago Adds Firepower After Back-to-Back Strong Years

Archipelago Investments is strengthening its investment team with the appointment of Anders Fagerlund as Senior Analyst and Head of Research. Bringing 15 years of...

From Zero Rates to Volatility: Excalibur at 25

Around the same time last year, Lynx Asset Management marked the 25-year anniversary of its flagship strategy. This April, it is Excalibur Asset Management’s...

Two Allocators, One View: Liquidity, Cost and Control Behind CTA ETF Adoption

On the surface, Morten Christensen, Chief Financial Officer at Norwegian family office Aars, and Jonas Thulin, Chief Investment Officer at Sweden’s AP3, may appear...

Private Markets

Evli’s Co-Investment Strategy: Opening the Door to Direct Private Equity Deals

Co-investing alongside private equity funds has become increasingly important for institutional investors seeking greater control, reduced fees, and selective deal exposure. Once reserved for...

Private Equity in Transition: Challenges and Opportunities

Private equity has matured into a mainstream – if not cornerstone – allocation for institutional investors. Following years of record fundraising and valuation expansion,...

Chasing the Premium in Private Credit’s Next Frontier: Emerging Markets

“Every financial innovation starts in the United States, then moves to Europe after five to ten years, and eventually reaches emerging markets another decade...

Active Thinking: PE Investing Amid Tariff Waves

By Christian Munafo – Liberty Street Advisors: Many investors have legitimate concerns regarding potential impacts of both recent tariff announcements made by the US...

Interrupted Momentum in Private Markets as Evergreen Structures Reshape Dynamics

The Manager Selection team at SEB Asset Management published their annual Private Markets Report in early April, which explores the shifting momentum across private...

Infrastructure: Building Blocks for a Sustainable Future

Infrastructure across many parts of the world is either decades old or, in some regions, barely existent. Against this backdrop, the need for infrastructure...

Velliv Moves Away from Alternatives as Low-Cost Investing Takes Center Stage

Danish pension provider Velliv has recently overhauled its investment strategy, placing greater emphasis on low-cost, index-based strategies in response to shifting client preferences. In...

Investing in Nordic Infrastructure Through Partnership with the Public Sector

Infrastructure investment is often viewed as a public sector responsibility, heavily influenced by political priorities. However, the growing need for new infrastructure projects –...

Latest Articles

CTA / Trend Following ETFs: Access, Implementation, and the Question of Completeness

By Jerry Parker, Founder and CEO of Chesapeake Capital: The growth of CTA and trend following ETFs has expanded access to systematic strategies, but it...

Alcur Elevates Flöstrand to CIO One Year After Joining

Stock-picking boutique Alcur Fonder has appointed Per Flöstrand as Chief Investment Officer, with the portfolio manager taking over the role from co-founder and long-time...

Month in Review – March 2026

After a solid start to 2026, following three consecutive years of strong performance, March proved to be a sharp setback for Nordic hedge funds....

Archipelago Adds Firepower After Back-to-Back Strong Years

Archipelago Investments is strengthening its investment team with the appointment of Anders Fagerlund as Senior Analyst and Head of Research. Bringing 15 years of...

From Zero Rates to Volatility: Excalibur at 25

Around the same time last year, Lynx Asset Management marked the 25-year anniversary of its flagship strategy. This April, it is Excalibur Asset Management’s...

Two Allocators, One View: Liquidity, Cost and Control Behind CTA ETF Adoption

On the surface, Morten Christensen, Chief Financial Officer at Norwegian family office Aars, and Jonas Thulin, Chief Investment Officer at Sweden’s AP3, may appear...
- Advertisement -