- 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

Hafnium Caps One-Year Mark with Strongest Month Yet

The strength of multi-strategy investing lies in diversification: rarely do all strategies struggle at once, helping protect the downside. But in the right environment,...

PKA Names New CIO as Long-Time Investment Chief Retires

After nearly four decades at PKA, including 25 years as Chief Investment Officer, Michael Nellemann Pedersen is stepping down from the helm of one...

Shadow Activism: Capturing the Value Creation of Activist Campaigns

Shareholder activism has been widely studied and is often associated with value creation, as activist investors push for changes in strategy, governance, or capital...

Nordic Hedge Funds Continue Positive Run in February

With the turmoil stemming from events in the Middle East, February already feels like a distant memory. Yet looking back briefly, Nordic hedge funds...

Beyond Shipping: Gersemi Develops Crypto Strategy

With years of experience as a sell-side analyst and later as a fund manager, Joakim Hannisdahl has developed deep expertise in shipping sectors and...

Folketrygdfondet on Nordic High Yield: More Global, but Is It More Resilient?

While Norway’s global sovereign wealth giant, the Government Pension Fund Global, widely known as the Oil Fund, invests trillions across international markets, its lesser-known...

Private Markets

The Changing Role of Private Credit in a New Interest Rate Environment

During the era of near-zero or negative interest rates, traditional fixed income delivered minimal returns, prompting investors to turn to private credit for higher...

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...

What Would a Totally Unconstrained Portfolio Look Like?

By Christoph Junge: Over the course of my career working with strategic asset allocation and alternative investments, I’ve often found myself reflecting on a...

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 –...

Formue Highlights Private Credit’s Role in New Economic Era

Nordic wealth manager Formue has long prided itself on delivering institutional-grade investment solutions to high-net-worth individuals. As global economic conditions shift, Formue sees an important role...

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...

From Loans to Layers: Navigating the CLO Capital Stack

Collateralized Loan Obligations (CLOs) play an important role in credit markets by bridging the capital needs of corporate borrowers with the return objectives of...

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...

Latest Articles

Hafnium Caps One-Year Mark with Strongest Month Yet

The strength of multi-strategy investing lies in diversification: rarely do all strategies struggle at once, helping protect the downside. But in the right environment,...

PKA Names New CIO as Long-Time Investment Chief Retires

After nearly four decades at PKA, including 25 years as Chief Investment Officer, Michael Nellemann Pedersen is stepping down from the helm of one...

Shadow Activism: Capturing the Value Creation of Activist Campaigns

Shareholder activism has been widely studied and is often associated with value creation, as activist investors push for changes in strategy, governance, or capital...

Nordic Hedge Funds Continue Positive Run in February

With the turmoil stemming from events in the Middle East, February already feels like a distant memory. Yet looking back briefly, Nordic hedge funds...

Beyond Shipping: Gersemi Develops Crypto Strategy

With years of experience as a sell-side analyst and later as a fund manager, Joakim Hannisdahl has developed deep expertise in shipping sectors and...

Folketrygdfondet on Nordic High Yield: More Global, but Is It More Resilient?

While Norway’s global sovereign wealth giant, the Government Pension Fund Global, widely known as the Oil Fund, invests trillions across international markets, its lesser-known...
- Advertisement -