- 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

Renewables Catch Their Breath

Proxy Renewable Long/Short Energy gained 44 percent through the end of May, propelled by a 14-month rally in the renewable energy investment universe that...

Impega Stays Selective as Fear and Greed Drive Markets

His long-biased equity fund, Impega, is up more than 75 percent in the first half of the year, making it by far the best-performing...

Chelonia Select Stands Out in Difficult July

With the Nordic hedge fund industry broadly in negative territory during July, strong performers were relatively scarce. Among the standouts was stock-picking hedge fund...

DNB TMT Defies Tech Sell-Off in July

July does not appear to have been a particularly strong month for the Nordic hedge fund industry. One notable exception is DNB TMT Long/Short...

Norwegian Hedge Funds Double Assets Since 2020

The Norwegian hedge fund industry has emerged as the standout performer in the Nordic region in recent years, translating strong returns into rapid asset...

Global Hedge Fund Assets Hit Record $5.6 Trillion

Global hedge fund assets climbed to a record $5.6 trillion at the end of the second quarter, driven by a combination of strong investment...

Private Markets

A Rebound with a Bottleneck

By Alexandra Voss, CFA at SEB: Private markets are no longer in retreat, but the rebound is selective and unevenly distributed. Returns were positive...

More Unknowns, More Dispersion in Private Equity

Private credit managers with exposure to software companies recently faced investor withdrawals as concerns mounted over how artificial intelligence could disrupt parts of the...

Beyond Traditional Fixed Income: Why Aegon AM Sees Opportunity Across ABS and CLO Markets

Every day, households borrow money to buy homes, finance cars, pay for education, or fund everyday consumption. These mortgages, auto loans, consumer loans, and...

Direct Lending Goes Through First Proper Credit Cycle 

After years of explosive growth and strong returns, private credit is facing its first meaningful stress test, particularly within direct lending, which has become...

Financing the Energy Buildout: The Growing Role of Infrastructure Credit

Infrastructure has traditionally been viewed as one of the more defensive corners of private markets, characterized by essential services, stable cash flows, and hard-asset...

Litigation Finance Emerges as an Uncorrelated Corner of Private Markets

Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...

A Decade of Thematic Private Equity: Summa Equity Sees Stronger Tailwinds Than Ever

While parts of the private equity industry have faced a challenging dealmaking environment in recent years, Nordic mid-market buyout manager Summa Equity has navigated...

Private Markets Are Not the Problem

Formue is the largest privately owned wealth management firm in the Nordics, overseeing and advising on a total of NOK 250 billion with 425...

Latest Articles

Renewables Catch Their Breath

Proxy Renewable Long/Short Energy gained 44 percent through the end of May, propelled by a 14-month rally in the renewable energy investment universe that...

Impega Stays Selective as Fear and Greed Drive Markets

His long-biased equity fund, Impega, is up more than 75 percent in the first half of the year, making it by far the best-performing...

Chelonia Select Stands Out in Difficult July

With the Nordic hedge fund industry broadly in negative territory during July, strong performers were relatively scarce. Among the standouts was stock-picking hedge fund...

DNB TMT Defies Tech Sell-Off in July

July does not appear to have been a particularly strong month for the Nordic hedge fund industry. One notable exception is DNB TMT Long/Short...

Norwegian Hedge Funds Double Assets Since 2020

The Norwegian hedge fund industry has emerged as the standout performer in the Nordic region in recent years, translating strong returns into rapid asset...

Global Hedge Fund Assets Hit Record $5.6 Trillion

Global hedge fund assets climbed to a record $5.6 trillion at the end of the second quarter, driven by a combination of strong investment...
- Advertisement -