Nordic Back Office

SimCorp – a strong business partner

Since 1971, SimCorp has been providing investment and portfolio management software to the world’s leading investment managers, asset managers, fund administrators, pension funds, insurance funds and wealth managers. Our award-winning system, SimCorp Dimension, supports the entire investment management process from front-to-back, helping clients to mitigate risk reduce cost and enable growth.

Automating back office processing with SimCorp Dimension enables organisations to reduce operational risk and manual handling. Customised workflows, tailored for specific processing requirements, allow you to control critical processes and avoid missing important events. In addition, simplified workflows permit you to focus on exception handling and core business functions.

True integration of automated back office processing with SimCorp Dimension’s front and middle office workflows provides complete transparency throughout the transaction lifecycle. With a full transaction history,  growing demands for transparency and audit trail can be easily met.

For more information, please visit: www.simcorp.com

SIX Telekurs
A leader in its field, SIX Telekurs specializes in procuring, creating, processing and distributing international financial information. Financial market specialists at SIX Telekurs gather information from all the world’s major trading venues – directly and in real-time. SIX Telekurs’ award winning database of reference data, corporate actions and pricing for over 8 million financial instruments is structured and encoded, and is unique in terms of its depth of information and data coverage. With offices in 23 countries, SIX Telekurs combines the advantages of global presence and local know-how.

SIX Telekurs is a SIX Group company. On a global scale, SIX Group offers first-rate services in the areas of securities trading, clearing and settlement, as well as financial market information and payment transactions.

Further information is available at: www.six-telekurs.se 

KPMG erbjuder branschspecifika och kvalificerade tjänster inom revision, skatt och rådgivning. Genom vårt globala nätverk är vi ett av världens ledande kunskapsföretag med 138 000 specialister i 150 länder. I Sverige har vi stark lokal förankring med 1 600 medarbetare på 60 orter.

För mer information besök: www.kpmg.com

Tieto är det ledande IT-tjänstföretaget i norra Europa med cirka 18 000 specialister som arbetar för att kunden ska få bästa möjliga IT-lösningar för sitt unika behov. Vi erbjuder branschspecifika lösningar som stöder varje kunds specifika affärsprocesser men levererar även generella företagslösningar med branschoberoende processer och affärslösningar.

Tieto erbjuder också design, utveckling och underhåll av programvara för kundspecifika behov men även applikationsförvaltning och ICT-infrastrukturtjänster som säkerställer att kundens system är stabila och tillgängliga dygnet runt.

Tieto inom bank och finans

Den finansiella tjänstemarknaden genomgår stora förändringar som kännetecknas av striktare tillsyn, ökad konkurrens och förändrade slutkundskrav. Tieto erbjuder lösningar som gör det möjligt för företag att möta de nya utmaningarna och ta tillvara möjligheterna på denna nya, dynamiska marknad.

Många ledande finansiella företag har valt Tieto som sin IT-partner eftersom vi talar samma språk. Med vår djupa branschkunskap, globala kompetens och starka erbjudanden kan vi tillsammans med våra kunder hjälpa dem att växa. Läs mer på www.tieto.se

Calypso Technology is a premier global capital markets platform provider, serving financial institutions of all types with a full range of integral cross-asset front-to-back office solutions for treasury and derivatives including trading, risk, processing, clearing, collateral, cash management, liquidity, accounting and reporting. The Calypso platform is steadily emerging as a global standard for capital markets businesses and serves as an ideal foundation for innovation and future growth.
Calypso has over 130 clients in over 40 countries.  Calypso is committed to industry-renowned levels of customer service, research, development and innovation. The company has over 550 employees and 15 offices globally including 5 development centers.
För mer information: www.calypso.com

Oslo Clearing key services include novation, trade capture and position management, margining, a state of the art netting model which includes netting between underlying securities and derivative or security lending positions, collateral management, risk management, settlement, a flexible account structure, default management and a legal framework.

For more information please visit: www.osloclearing.no

About Euroclear group
Euroclear group is the world's largest provider of domestic and cross-border settlement and related services for bond, equity, fund and derivative transactions. User-owned and user-governed, we settle more than 180 million transactions a year in over 30 currencies. We have clients in more than 90 countries, and count the world’s most important financial institutions among them. The total value of securities transactions settled by the Euroclear group is over €500 trillion per annum, while assets held for clients are valued at more than €20 trillion.  

Euroclear Sweden (formerly VPC AB) was acquired by Euroclear SA/NV in October 2008. As the central securities depository for Sweden, it plays a central role in the Swedish capital market. It is the organisation that holds the register of almost all shares and debt securities traded in the Swedish financial markets. As well as keeping the register, it clears and settles transactions in Swedish shares and debt securities, provides comprehensive custody and issuer services as well as services for general meetings and fund processing. There are currently around 80 employees in the Swedish offices.

For more information please visit: www.euroclear.eu

European Multilateral Clearing Facility N.V. (EMCF) is Europe's largest cash equities clearing company and one of the top two Central Counterparty (CCP) clearing providers in Europe. Our offering is focused on providing a reliable service against transparent and predictable pricing and using robust risk management systems.

We deliver CCP Services in 19 European markets through 8 Multilateral Trading Facilities (MTF) and exchanges: BATS Europe, Burgundy, CATS, Chi-X Europe, NASDAQ OMX Nordics, NASDAQ OMX First North, Quote MTF and The Order Machine (TOM).

In 2007, we became the first CCP to serve MTF’s in multiple markets. Today we serve over 50 European financial service providers with an offering that includes: novation, gross trade netting, risk management, settlements, and fails and buy-in management.

With our registered offices in Amsterdam, EMCF is regulated and supervised in the Netherlands by Autoriteit Financiele Markten (the Authority Financial Markets; AFM) and De Nederlandsche Bank (the Dutch Central Bank; DNB) and in the United Kingdom by the Financial Services Authority (FSA). EMCF is owned 78% by ABN AMRO Bank N.V. and 22% by NASDAQ OMX AB.
For more information please visit: www.emcf.com

For more information please visit: www.burgundy.se

Digia is one of the Nordic countries’ largest solution providers of standard software for the financial services industry.

Digia Financial Systems offer a broad product portfolio designed and built for actors in the financial markets, including banks, brokerage houses, fund- and asset managers, custodians, pension funds and insurance companies.

Digia Software-as-a-Service (SaaS) for Financial Industry provides our clients flexibility, capability to redirect resources and cost reduction for operating and managing business critical Back Office systems.

Being committed to the long-term development of its customers’ operations, Digia invests in the proactive development of its product portfolio. By close collaboration with customers, authorities and partners we efficiently handle market changes and comply with directives.
For more information please visit: www.digia.com

LeanOn has focused on Information Flow for Finance ™ since the 90’s. We are specialists on integration solutions for back-office systems that manage large numbers of transactions. Banks, brokerages, fund managers, financial institutions and government departments in the north European market engage LeanOn today to support their back-office operations. Our solutions provide market-wide interoperability for ISO- and FIX-messaging as well as proprietary protocols and web-based applications to support operations.

LeanOn offers consulting, development of tailor-made or product-based solutions and services for software maintenance and support. LeanOn delivers with high competence and quality, within software development, architecture, design, integration and project management.

For more information: www.leanon.se

Brokerway has extensive experience and merits of the systems and organizational development for the securities market. The focus areas are corporate actions through STX/CA, clearing and settlement. The starting point for our work is always to help our customers to make their operations more efficient and competitive.

To act in the financial market is costly and market participants must increase their co-operation in order to remain competitive. That means co-operation with both competitors and with independent experts such as Brokerway. That's the way we believe in and call the Brokerway.

For more information please visit: www.brokerway.com

Benefiting from over 25 years of successful presence in capital markets, Murex has developed an unmatched competence in the design and implementation of integrated trading, risk management, processing and clearing solutions for buy- and sell-side financial institutions, corporations and utilities located across the globe. 

Built on MX.3 flagship solution, Murex's cross-asset back office solution offers a market differentiating functional scope and best-in-class technology. It is well positioned to accompany clients through business challenges in today's financial marketplace: adapting to evolving clearing and collateral requirements in light of new regulations and managing operational risk through high degree of automation for Securities and Derivatives. For more information please visit: www.murex.com

Invest Systems is an independent software vendor and a  leading supplier of investment solutions. Since 1987 we have provided systems for Asset Management, Private Banking and Fund Management & administration. Invest Systems' SECURA platform is a modular solution which is based on standardized components covering an asset managers' portfolio and client operations, from front to back, enabling Straight-Through-Processing workflow. Please visit www.invest-systems.com

A-Sec Outsourcing is an Application Service Provider offering complete administrative services for asset managers and mutual fund managers as well as secure remote access to the SECURA and FONDA systems, allowing your organization to focus on investment activities and client relations. A-Sec also offer risk control services related to UCITS IV including simulation/stress testing, pre- and post trade control of investment directives and complete traceability. Please visit www.a-sec.se

Helmut Wacket, Section Head, Target 2 Securities Team, European Central Bank

Helmut Wacket has a degree in Business Administration and has a broad background in central banking. From 1983 – 1999 he worked in different functions for the Deutsche Bundesbank, inter alia in the payment systems department, European department, economics department and as Assistant Representative in the Representative Office of the Deutsche Bundesbank in New York. Having joined the ECB in 1999 he has worked on payment system oversight issues and is now Head of the External Stakeholder Management Section in the T2S Division, responsible for policy and financial issues as well as for communication and harmonization. He is the Secretary of the T2S Advisory Group. In previous assignments at the ECB, he worked in the Back Office Division and the Market Operations Analysis Division of the Directorate General Market Operations.

Dr. Robert Barnes, CEO UBS MTF, Managing Director, Equities, UBS

BA Harvard, PhD Cambridge. Joined the proprietary trading team at Swiss Bank Corporation in 1994, gained experience 'downstairs' on the Liffe derivatives floor as a yellow jacket and 'upstairs' trading special situations via brokers. Currently, Managing Director, Equities responsible for Market Structures at UBS Investment Bank and Chief Executive of UBS MTF. Chairman 2004-2009 of the Securities Trading Committee of the London Investment Banking Association / AFME, a member of user advisory groups for a number of Stock Exchanges and pro-competitive initiatives world-wide, the FSA's Capital Markets Senior Practitioner Committee, Euroclear's UK MAC, European Commission's CESAME + CESAME2, FTSE's Country Classification Committee and Policy Group, and a Chartered Fellow and Non-Executive Director of the Chartered Institute for Securities & Investment.

Dr. Werner Frey, Managing Director, Association for Financial Markets in Europe

Werner Frey, a Swiss National, is the Managing Director of the Post Trade Division of AFME, Association for Financial Markets in Europe, set up as of 1 November 2009 through a merger of SIFMA Europe and LIBA. It represents the major international banks operating in the European securities markets; its prime objective is the creation of an efficient pan-European capital market through harmonisation and standardisation as well as consolidation and integration of its securities infrastructure. From 2002 to 2008 Werner Frey was the CEO of the European Securities Forum, ESF, which was renamed European Securities Services Forum upon its integration in SIFMA Europe in spring 2008. Prior to joining ESF in 2002, he advised financial institutions, particularly securities infrastructure organisations in Europe. Earlier in his career he has occupied senior positions in banking, and, from 1988 to 1997 was a member of the Executive Board of Bank Leu, since 1990 part of the Credit Suisse Group. Werner Frey holds a Ph D degree in History, Constitutional Law and Political Sciences from the University of Zurich, Switzerland.

Jens Henriksson, Senior Vice President, Nasdaq OMX

Jens Henriksson has extensive experience in financial markets, public finance, and international economic affairs, gained during his years as an advisor and policy-maker in government, international agencies and policy organs. Since December 2010 he is a Senior Vice President with NASDAQ OMX, the world’s largest exchange company, where he is Head of Nordic Fixed Income and Funds, and President of NASDAQ OMX Stockholm. During 1994-2006 Jens was with the Swedish Ministry of Finance where he served as State Secretary in 2002-06. At the Ministry he was responsible for economic development, structural reforms, international financial affairs, Ecofin-related issues, public finances, public procurement laws and statistics issues. He worked closely with Sweden’s Riksbank and the financial markets and was responsible for IMF, World Bank, NIB, EIB, CEB, EBRD, and Paris Club matters. In 2008-10 he was Executive Director at IMF in Washington, DC, responsible for the Nordic and Baltic region. He has also been a long-time member of the EU Economic and Financial Committee (EFC) and participated in WP 3 in the OECD, discussing economic policy with G7 countries.

*He is also Board member of Swedish Institute for Financial Research, Swedish Financial Markets Committee, The Association for Generally Accepted Principles in the Securites Market and NASDAQ OMX OsloASA.

Göran Fors, Global Head of Custody, SEB

Göran Fors has been global head of GTS Banks since January2010. From 2005-2009 he was global head of custody services within SEB. He is a board member at the Society for Worldwide Interbank Financial Telecommunication (SWIFT), Euroclear’s cross-market advisory committee, Omgeo Bank steering group and several committees of SEB. He chairs the T2S national user group, Sweden; European SWIFT Alliance, ESA; SWIFT NMG Sweden; and Euroclear Sweden’s market advisory committee. Fors started his career in the securities industry in 1984 at Gota Bank following a year in tax advice at the bank. He was Head of Securities Operations at Gota Bank from 1984 to 1994 before moving to Swedbank where he headed-up their custody unit for three years. Then in 1997, Fors started his long career at SEB Merchant Banking, firstly as Head of Custody before being promoted to Global Head of Custody in 2005. Since January 2010 Fors has been Global Head of SEB’s GTS Banks.

Bjørn Sibbern, Senior Vice President Equities Markets, Nasdaq OMX

Bjørn Sibbern is Senior Vice President Equities Markets, Nordic Equities within Transaction Services Nordic and responsible for equity and derivative trading at NASDAQ OMX in the Nordic Region. From September 2006 to April 2008 Bjørn Sibbern was Director at E*TRADE Bank A/S. Prior to that he was customer responsible for all companies and ETF/funds listed at OMX in Sweden, Finland and Denmark. Bjørn Sibbern came to OMX with a solid background from the customer side trading in Nordic equities, a background he had acquired in various positions within the financial industry. Bjørn Sibbern is also President of NASDAQ OMX Copenhagen A/S and a board member of the Committee for Corporate Governance under the Danish Ministry of Economic and Business Affairs. He was recently named among the top 40 under 40 fastest rising stars of trading and technology by Dow Jones Financial News.

Jonas Hedlund, Head of Prime Collateral Services, SEB

Since the late 90's, Jonas Hedlund has been with SEB in various positions. Before taking his current position as head of the SEB Portfolio Services offering, he had the global responsibilty for SEB Capital Markets IT, and before that he held a position as head of the SEB market risk control function. Among the various service offerings provided by SEB Portfolio Services, Collateral Management is one of the key components provided to end clients.

Björn Wendleby, Managing Partner, Magnusson Stockholm

Björn Wendleby heads up the firm’s finance practice in Sweden. He specializes in exchange and securities law, banking and finance legislation and fund operations. He has significant regulatory experience representing clients in contacts with the Swedish Financial Supervisory Authority. His client portfolio includes banks, securities institutions and fund management companies.

During his career, Björn has held a number of senior legal positions, among others in the Swedish Financial Supervisory Authority, Skandinaviska Enskilda Banken AB (publ) and ABG Sundal Collier AB. Back in 2004 Björn Wendleby was appointed by the Swedish Government to be the Head of the Committee that made proposals on how to implement the Prospectus Directive in Sweden.

Anso Thiré, CEO of Euroclear Finland and Euroclear Sweden

Anso Thiré joined Euroclear in 1985 as a business analyst. In 2001 he became responsible for special strategic projects, after which he headed the Strategy and Public Affairs division from 2002 until 2007. Prior to taking his present role as CEO of Euroclear Finland and Euroclear Sweden, Mr Thiré was Managing Director and head of the Global Capital Markets division for Euroclear. Before joining Euroclear, Mr Thiré worked as Internal Audit Manager for Kredietbank and, before that, as an external auditor for Touche Ross.

Eva Hellström, Business Support & Custody Services, Handelsbanken

Eva Hellström is working at Handelsbanken Capital Markets where she is a part of the team responsible for the overall development of services within the area of Business Support & Custody Services.

Eva joined Handelsbanken in 2010 as a senior advisor on market infrastructure matters. Prior to joining Handelsbanken, she was a manager at the Swedish CSD where she headed two different business areas.

Eva participates in a number of industry forums; among them the European Banking Federation’s Post-trading Working Group and the Swedish National User Group for T2S.

Christian Sjöberg , Chief Executive Officer , Oslo Clearing

Christian graduated from Växjö University in 1996 with a bachelor in Finance.

He started his career as Account manager at Handelsbanken in 1996. A few years later he was promoted to set up Handelsbankens global and subcustody offering for the  Norwegian market. In 2002 he changed position to NOS Clearing where he was offered a senior position within business development. At NOS he was responsible for the strategy and positioning of their financial derivative and security lending offer.

In 2006 the financial derivative business was demerged from NOS and Oslo Clearing was established. Christian was offered the position as CEO for the new clearinghouse. In Oslo Clearing he has been responsible for the restructuring of the OBVPS group clearing activities and the successful launch of their Equity clearing offer in 2010.

Steven Robertson is senior manager at KPMG Financial Services Tax

Steven is a member of KPMGs global FATCA team working on ongoing FATCA projects for a number of FFIs. Before joining KPMG Steven worked at the Swedish Tax Agency focusing on the financial service sector.

Henrik Reinfeldt, Executive Director, J.P. Morgan World Wide Securities Services

Henrik Reinfeldt ansvarar för affärsutveckling och försäljning I Sverige och Baltikum för J.P. Morgan WSS. Tidigare har han jobbat 10 år inom NASDAQ OMX, bland annat med att lansera Nordic Fund Market och NASDAQ OMX Europe (MTF) i London. Innan detta så var han ansvarig för alla icke Nordiska medlemmar för den Nordiska börsen (baserad i London). Tidigare har Henrik jobbat 7 år inom OMX T

echnology med globala börskunder över hela världen. Innan OMX så jobbade han inom Microsoft Consultant Service. Henrik har en Ekonomie Magister examen ifrån Stockholm Universitet. 

Jan B. Penne, Executive Vice President, Head of Securities Services, DNB BANK

Jan B. Penne has broad experience from the financial sector where he has worked for more than 25 years. Since 1998 he has held senior executive positions within the Asset Management and the Securities Services area in DNB. In 1998 he was appointed CEO of DnB Investor, the fund management company of the Group, which at that time was the largest in Norway. During this period he was at the Board of the Norwegian Fund and Asset Management Association, several years as Chairman. In 2006 he was appointed Head of Securities Services in DnB NOR (now DNB). DNB offers Global Custody, Sub Custody, Securities Finance Services and Registrar Services and operates out of Oslo and Stockholm. Jan B. Penne is a Member of the Advisory Group in the Target 2 Securities, representing the market participants in Norway.

Björn Svensson, Head of Nordic Region, EMCF

Björn has overall responsibility for client relations in the Nordic region. He has held this position since February 2010, having previously been Group CIO at NCSD (Euroclear Finland and Sweden) working with Nordic integration. Björn has more than 25 years' experience in the Nordic financial market and holds an MBA from the Stockholm School of Economics.

Erik Öhman, Senior Vice President Head of Operations, Swedbank

Erik började sin karriär i finansmarknaden som valutahandlare på Sundsvallsbanken. Han har haft en lång karriär i handlarrum bland annat som chef för ränte- och valutarummet på Föreningsbanken. När han lämnade handlarrumsmiljön efter 25 år har han haft uppdrag både som CRM chef och Ekonomichef på Swedbank Markets. Sedan drygt 5 år tillbaka är Erik ansvarig för Operations inom Swedbank LC&I (f.d. Markets).

Bosse Norlander, CEO, SIX Telekurs Nordic

Bosse Nordlander is CEO of SIX Telekurs Nordic. Bosse has almost 30 years’ experience of delivering services and solutions to the financial industry. During the last 10 years primarily towards the Nordic Securities Services Back Office Industry as CEO of Abaris and Head of Capital Market & Wealth at Tieto. Since 2 years focusing on delivering Financial Information.

Per-Ola Jeppsson, Head of Securities Operations, AMF

Arne E. Jørgensen, Chief consultant, Domain manager

Arne joined SimCorp in 1988 and has since 2002 had the professional responsibility for SimCorp Dimension’s capabilities within accounting and tax, while also participating in SimCorp’s research teams for many non-accounting regulatory changes, ranging from the Euro conversion in 1999 to the coming central clearing of OTC derivatives. Arne holds a M.Sc. from the Technical University of Denmark and a diploma in finance from the Copenhagen Business School.

Kjell Åkerblom, Master Lean Expert, Nordea

Kjell Åkerblom has a 20 year long experience from different industrial companies as e.g. SIEMENS, Atlas Copco and Danaher where he has hold different management positions related to both operation and product development organisations. In his role as Master Lean Expert been the main driver for developing the Lean concept within Nordea including in how the concept content has been integrated into the daily business in Nordea.