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Investment and Asset Management

FT Investment Management Summit Europe 2015

London |
Speakers include:
Ronald  van Dijk

Ronald van Dijk

APG Asset Management

Tony Broccardo

Tony Broccardo

Barclays Pension Fund

Chris Rule

Chris Rule

London Pensions Fund Authority

Overview

Risk, return and reinvention in a new investment landscape

One of the key outcomes of the global economic downturn has been the pace and complexity of change in investment management. Lower growth rates and waning trust between investors and their asset managers are compounded by rapid globalisation, demographic shifts, technological advancement and changing attitudes to risk.  The challenges are significant but the outlook is positive as asset owners and their managers look to embrace the changing nature, structure and timeline of investment opportunities.

The second annual Investment Management Summit Europe will explore and analyse how the industry is being reshaped by developments in the wider macro-economy, geo-political risks, regulation and digital technologies.  This unique event brings senior executives from leading pension funds, insurance companies and sovereign wealth funds together with some of the world’s leading asset managers to share perspectives on the factors likely to shape investment choices across all asset classes.   Where will growth come from in an environment of uneven economic recovery in the Eurozone, US, Asia and emerging markets?  How are asset managers adapting their business model to meet the heightened investor expectations and effectively compete?  How will the EU’s bond buying programme and the likelihood of interest rate normalisation from the FED affect investment decisions?

Highlights from the 2015 agenda include:

  • Keynote insights from leading asset owners on how they are approaching investment in 2015 and what they want and need from their asset managers
  • Analysis from world leading economists on the outlook for the global economy, the prospects for emerging markets and the prognosis for the Eurozone
  • Perspectives from global asset managers on how they are responding to the intended and unintended consequences of increased regulation in the funds industry.  How much is compliance costing and who is paying?
  • Latest innovations in asset management - how is technology transforming the investment process?
  • Which asset classes are delivering in the current market?  Get the very latest expert analysis on fixed income, equities, alternatives, passive vs. active, emerging markets and more.
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fallback Add to my Calendar 09/29/2015 09:00:0009/29/2015 17:20:00trueFT Investment Management Summit Europe 2015Risk, return and reinvention in a new investment landscapeOne of the key outcomes of the global economic downturn has been the pace and complexity of change in investment management. Lower growth rates and waning trust between investors and their asset managers are compounded by rapid globalisation, demographic shifts, technological advancement and changing attitudes to risk.  The challenges are significant but the outlook is positive as asset owners and their managers look to embrace the changing nature, structure and timeline of investment opportunities.The second annual Investment Management Summit Europe will explore and analyse how the industry is being reshaped by developments in the wider macro-economy, geo-political risks, regulation and digital technologies.  This unique event brings senior executives from leading pension funds, insurance companies and sovereign wealth funds together with some of the world’s leading asset managers to share perspectives on the factors likely to shape investment choices across all asset classes.   Where will growth come from in an environment of uneven economic recovery in the Eurozone, US, Asia and emerging markets?  How are asset managers adapting their business model to meet the heightened investor expectations and effectively compete?  How will the EU’s bond buying programme and the likelihood of interest rate normalisation from the FED affect investment decisions?Highlights from the 2015 agenda include:Keynote insights from leading asset owners on how they are approaching investment in 2015 and what they want and need from their asset managersAnalysis from world leading economists on the outlook for the global economy, the prospects for emerging markets and the prognosis for the EurozonePerspectives from global asset managers on how they are responding to the intended and unintended consequences of increased regulation in the funds industry.  How much is compliance costing and who is paying?Latest innovations in asset management - how is technology transforming the investment process?Which asset classes are delivering in the current market?  Get the very latest expert analysis on fixed income, equities, alternatives, passive vs. active, emerging markets and more.FT-Investment-Management-Summit-Europe-201536d26caa0d11eeffe791de47ae8c969cMM/DD/YYYY

Speakers (25)

Ronald  van Dijk

Ronald van Dijk

Managing Director, Capital Market Investments
APG Asset Management

Ronald van Dijk is a Managing Director, Capital Markets Investment at APG Asset Management overseeing investments in global stock and bond markets. His role includes enhancing the investment capability and investment strategies in accordance with APG’s obligations to clients and their environmental, social and governance (ESG) standards. Mr van Dijk is responsible for the performance of the actively managed assets, to recognize and mitigate risk, to control complexity and cost, and to act as a liaison with investors and other stakeholders. He is a member of APG’s Alternative Investment Committee.  Mr van Dijk previously worked as a Head of Quantitative Strategies for ING Investment Management and has a broad background in many aspects of asset management from strategic asset allocation, tactical asset allocation to stock picking. He has lectured in Financial Analysis at the University of Tilburg and in Empirical Corporate Finance at Erasmus University Rotterdam. Mr van Dijk holds a Ph.D. from the Erasmus University in Rotterdam.

Tony Broccardo

Tony Broccardo

Chief Investment Officer
Barclays Pension Fund

Tony Broccardo is the Chief Executive Officer of Oak Pension Asset Management Limited which is the in-house asset manager for the Barclays pension fund; and is the Chief Investment Officer of the Barclays Pension Fund. This circa GBP£31 billion fund is highly diversified and global. Mr Broccardo’s team is responsible for the asset allocation process, investment management, implementation and risk budgeting of the fund. The fund utilizes a significant number of external asset class specialists, with a significant portion of assets under management invested in alternatives.  His previous experience includes being an Executive Director and CIO for F&C Asset Management PLC, and as a Global Partner and Institutional CIO for Invesco Asset Management Inc. In both roles, over a period of fifteen years, he Chaired the Global Asset Allocation Committee.  Mr Broccardo holds an MA in Finance and Investment from Exeter University, where he is a Fellow and lecturer in Investment and a member of the Business School Advisory Board.

Chris Rule

Chris Rule

Chief Investment Officer
London Pensions Fund Authority

Chris Rule joined London Pensions Fund Authority in October 2014 as Chief Investment Officer. He is responsible for managing the Authority’s £4.9 billion assets, developing and enhancing LPFA’s investment strategy, and directing the work of the in-house investment team. Mr Rule has a wealth of investing and executive experience within asset management businesses. He has held a number of senior positions including Head of Alternatives at SEB Investment Management (Stockholm’s Enskilda Bank); CIO of SEB Alternative Solutions and Key Asset Management Ltd. Prior to this he was a Principal at Old Mutual Asset Managers (UK) Ltd where he founded and co-managed the multi strategy team. He originally trained as a risk manager at GNI Fund Management where he went on to take investment management responsibility for their hedge fund portfolios.  Mr Rule graduated from Manchester University, holds the Investment Management Certificate and is a Chartered Alternative Investment Analyst.

Frank Roeters van Lennep

Frank Roeters van Lennep

Head of Infrastructure Investments
PGGM

Frank Roeters van Lennep joined PGGM end 2014 as Head of Infrastructure Investments. Before joining PGGM Mr van Lennep worked at the Dutch central bank, NIBC and APG Investment and recently was partner at KPMG Corporate Finance for 15 years, responsible for debt advisory and Infrastructure in the Benelux. He holds an MD from Erasmus University Rotterdam and an MBA from INSEAD, France.

Trevor Castledine

Trevor Castledine

Deputy Chief Investment Officer
Lancashire County Pension Fund

Trevor Castledine is Deputy CIO for Lancashire County Pension Fund. He joined LCPF in 2012 after 20 years working in the City, specialising in structured credit, regulatory capital and risk management.  He has been responsible for designing and implementing a cutting edge £1.6bn credit investment strategy for LCPF using a combination of specialist third party managers as well as negotiating valuable direct investments into renewable energy and affordable housing.  In addition, he oversees approximately £2.2bn of global public equity exposure covered by seven different active managers.  Mr Castledine has also been working on a risk management strategy which would reduce the exposure of LCPF's funding level to changes in interest rates, inflation and the volatility of equity markets.  Mr Castledine qualified as a Chartered Accountant in the tax department of Arthur Andersen and holds a Masters Degree in Management Studies from Queens' College, Cambridge.

Mark Mansley

Mark Mansley

Chief Investment Officer
Brunel Pension Partnership

Mark Mansley has just been appointed CIO of the Brunel Pension partnership, the organisation established to manage £30bn of assets for 10 LGPS funds. He has over 30 years of investment experience.  He was previously CIO of the Environment Agency Pension Fund (EAPF) where he developed their investment strategy to include allocations to real assets, smart beta and private debt. He has been actively involved in the ongoing development of infrastructure investing. He helped shape the EAPF's award winning responsible investment strategy over the last decade - most recently on the Policy to Address the Impacts of Climate Change.  Previously, Mr Mansley managed responsible investments for charities, developed impact investment opportunities for clients, and advised fund managers and asset owners, including Universities Superannuation Scheme and Aviva, on improving their investment processes and integrating sustainability considerations. He holds a mathematics degree from Cambridge and is a Chartered Fellow of the Chartered Institute for Securities and Investment.

Dan  Waters

Dan Waters

Managing Director
ICI Global

Dan Waters is Managing Director of ICI Global. Prior to joining ICI Global, he served as Asset Management Sector Leader at the UK Financial Services Authority (FSA) from 2004–2010, leading the FSA’s regulatory and supervisory policy for the asset management industry. Mr Waters also represented the UK in International Organization of Securities Commission (IOSCO) Standing Committee on Investment Management. He also represented the UK in the Investment Management Standing Committee of CESR (now ESMA), leading significant work in the revisions of the UCITS Directive (UCITS IV). He began work in the UK in 1993 as Director of Enforcement at the Investment Management Regulatory Organisation. Previously, Mr Waters headed International Enforcement at the U.S. Commodity Futures Trading Commission. He graduated summa cum laude from Boston College and cum laude from Harvard Law School.

David Lawton

David Lawton

Director of Markets Policy and International
Financial Conduct Authority

David Lawton is Director of the Markets Policy and International Division at the Financial Conduct Authority.  He assumed this role in January 2015.  Prior to this he was Director of the Markets Division.  The Markets Policy and International Division is responsible for the FCA’s policy towards primary and secondary markets and post-trade and wholesale conduct policy.  It also co-ordinate the FCA’s European and international strategy.    Mr Lawton  is the FCA’s Alternate Member of the ESMA Board of Supervisors, and co-Chair of IOSCO’s Commodity Futures Markets Committee.  Before joining the FSA (the predecessor body to the FCA) in January 2005, he spent nearly 20 years at Her Majesty's Treasury, latterly as Head of Capital Markets and Governance, with responsibility for the Department’s policy towards securities and wholesale financial markets, prudential capital standards, accounting and auditing issues, corporate governance and company law.  Mr Lawton is an economist by training, holding degrees from Cambridge University and the London School of Economics.

Mike O'Brien

Mike O'Brien

Chief Executive
J.P. Morgan Investment Management EMEA

Mike O'Brien, Managing Director, is the Chief Executive of J.P. Morgan Investment Management, EMEA and the Co-Head of the Global Investment Management Solutions (GIM Solutions), based in London.  As CEO, Mr O'Brien partners with the global investment, business and function heads to develop the business priorities in EMEA. In his role as Co-Head of GIM Solutions, he oversees the Firm’s Multi-Asset, Retirement, Pensions & Insurance Advisory and ETF businesses globally. Prior to this he was responsible for the firm’s Global Institutional Business.  An employee since 2010, he is also a member of the J.P. Morgan Asset Management Operating Committee, as well as the J.P. Morgan Global Investment Management Operating Committee.  Previously Mr O’Brien worked at BlackRock/BGI where he was Head of Institutional Business for EMEA.  Prior to that, he worked at Towers Perrin for 14 years where he oversaw their U.K. and European investment consulting practice. O'Brien holds a bachelor’s degree in Applied Mathematics from Limerick University in Ireland. He is an Actuary (FIA) and a CFA charterholder. He sits on the Board of the National Association of Pension Funds (NAPF) in the U.K. and is a member of the NAPF’s Defined Benefits Council. He is also an advisor to the Investment Committee of the U.K.’s Pension Protection Fund.

Giordano Lombardo

Giordano Lombardo

Chief Executive Officer and Group Chief Investment Officer
Pioneer Investments

Giordano Lombardo is Chief Executive Officer and Group Chief Investment Officer at Pioneer Investments. Prior to his appointment as CEO in 2015, he held the position of Deputy CEO from 2012 and has been Group CIO, responsible for global investment activities, since 2001.  He is also Chairman of Pioneer Investment Management S.G.R.p.A (Italy) and Pioneer Investment Management Limited (Ireland). In 2010, he was appointed Vice Chairman of Assogestioni, the Italian Association of Fund Managers and, in 2013, he took over as its Chairman.  Mr Lombardo started out as a financial analyst and portfolio manager and has over 25 years of experience in the asset management industry, including over 17 years with Pioneer Investments.  In addition to his current role, he holds various directorships within the Pioneer Investments group of companies.

Amin Rajan

Amin Rajan

Chief Executive Officer
CREATE-Research

Amin Rajan is the CEO of CREATE–Research, a UK based think tank that specialises in the future trends in the global fund management industry.  He is the author of numerous acclaimed reports on the industry’s evolving dynamics and the responses they require. By developing special insights in the emerging business models and their successful execution, Mr Rajan also offers strategic advisory services to CEOs and CIOs as they grapple with the new industry dynamics.  In the last 10 years, he has undertaken advisory assignments with numerous prominent fund managers around the world in areas like strategic change, investment performance, client service, product innovation and talent management. He has contributed feature articles to FTfm, Financial News, Investment & Pensions Europe, and Global Investor.

Martin Mlynar

Martin Mlynar

Head of Investment Solutions
Robeco

Martin Mlynar was appointed Head of Investment Solutions at Robeco in 2014.  He joined the company in 2007.  Mr Mlynar is also co-founder and MD at Corestone Investment Managers AG in Switzerland, part of the Robeco Group.  Before joining Robeco, he founded Altis Investment Management AG in Switzerland. Prior to that he was Senior Vice president Corporate Development at IMC/Cardano Risk Management.  Mr Mlynar is a member of the Supervisory Boards at Source Capital AG in Switzerland, Robeco RIM in the US, and the Van Hasselt Charity Foundation in Switzerland.

James Bevan

James Bevan

Chief Investment Officer
CCLA Investment Management

James Bevan, Chief Investment Officer at CCLA since 2006, is responsible for all of the company's investment activities on behalf of our clients.  James was previously Head of Asset Management and CIO at Abbey, and CIO for Barclays Asset Management Group and BZW Portfolio Management. He joined the City in 1988 following postgraduate research in applied economics and asset allocation at Cambridge University.  He is a Chartered Fellow of the CISI and is on the advisory group of the CFA Institute. He is also a trustee of the Cambridge Endowment for Research in Finance and Trees for Cities.

Ashley Fagan

Ashley Fagan

Director, Head of iShares Institutional Client Business
BlackRock

Ashley Fagan, CFA is Director and Head of iShares UK Institutional Client Business. Ms Fagan leads the iShares UK Institutional Team covering a range of institutional investors, including asset managers, insurers, pensions and consultants, with a focus on expanding the uses of ETFs as a standalone investment tool and as part of an integrated solution. Previously, she was a Sales Director within the Trading & Liquidity Strategies Group in London responsible for the distribution of liquidity and short duration fixed income solutions to financial institution clients.  Prior to joining BlackRock in 2008, Ms Fagan worked at Barclays Investment Bank on the European Structured Credit Team as a product specialist responsible for the distribution of structured credit products. She also held roles at Bank of Nova Scotia and Royal Bank of Canada including Derivatives Structuring and Trading Finance. Ms Fagan holds a BA (Honors) in Economics and Business from the University of Waterloo, Canada and is a CFA charterholder.

Kevin Conway

Kevin Conway

Partner
King & Spalding

Kevin Conway is a tax partner in King & Spalding’s London Office. He is a qualified solicitor in England and Wales. He advises on the UK and international tax treatment and structuring of UK and cross-border corporate, investment funds, infrastructure funds transactions and financings including mergers, acquisitions, disposals, including Shari’ah compliant funds, sovereign funds, private funds, industry acquirers, LBO’s and a wide variety of vehicle types,.  Mr Conway previously practised law in Ireland from 1993 to 1997 and in the United Kingdom since 1997 having worked with one of the “Big Four” accountancy firms in London and more recently with one of London’s leading international law firms. He is a graduate of University College, Dublin (NUI), and is a member of the Irish Taxation Institute and the Law Society of Ireland. Mr Conway has also lectured and tutored on tax topics at the Irish Law Society.

James Cardew

James Cardew

Global Head of Marketing
Schroders

James Cardew is the Global Head of Marketing at Schroders, responsible for the marketing and public relations professionals globally.  He manages the group marketing budget and service models that are used to target and impact the marketing and sales strategies for institutional and retail clients in the UK, Europe, Asia and Americas. Mr Cardew heads up the development of the firm’s digital strategy, innovatively using technology to enable Schroders to effectively engage with its audiences in an evolving marketplace. In addition, He has overall responsibility for Schroders’ market-leading PR team, the positioning of the global business, developing key messages and building and maintaining a strong brand.  Mr Cardew joined Schroders in April 2003 as Head of UK Retail Marketing; he went on to become Head of Marketing for the UK and Europe (encompassing responsibility for both the retail and the institutional businesses). He was given overall responsibility for Schroders global marketing activity in 2008.  His’ asset management career spans 20 years. He was previously Head of UK Broker Marketing, and the Head of International Marketing at Merrill Lynch Investment Managers.

Nick Finegold

Nick Finegold

Executive Chairman
Curation

Nick Finegold is Executive Chairman at Curation Corporation Limited, having founded the FinTech firm in 2012 based on a disruptive research model.  His objective is to create a business that values human capital as highly as technology; a business that is empowered by, but not overrun by technology.  Mr Finegold’s previous ventures have included Execution Limited, an independent conflict free equity brokerage set up in 1999 with offices in London, New York and Hong Kong. Execution acquired Noble & Co, an advisory boutique and, as Execution Noble, was bought in 2010 by Espirito Santo Investment Bank.  He joined Deutsche Bank in 1995 in London to help establish a new Equity Division and worked as Managing Director of Global Equity Sales Trading.  He was previously with NatWest Markets in New York and started his career in financial serves in 1987 as an Institutional Research Analyst for Wood McKenzie and Co.

Didier Duret

Didier Duret

Chief Investment Officer
ABN Amro Private Banking

As Chief Investment Officer of ABN AMRO Private Banking since 2005, Mr Duret leads the bank’s Global Investment Committee. He works directly with a team of analysts, covering asset classes such as equities, bonds, money markets, alternative investments and more.  As Chairman of the Private Banking Global Investment Committee, Mr Duret is instrumental in providing ABN AMRO investment advisors, private bankers and their clients with comprehensive investment advice and financial market strategy covering 26 countries. He has more than 25 years’ experience in senior positions in asset management at Paribas and private banking wealth management with UBS and as head of Financial Products Europe for ABN AMRO.  Mr Duret’s education focused on international finance and economics and he holds a Masters in Economics from Grenoble University (France), the diploma of l’ “Institut d’Etudes politiques”, a D.E.A. in finance from the “Ecole Supérieure des Affaires” in Grenoble as well as a Post-Graduate in International Finance from the “Ecole des Hautes Etudes Commerciales” in Montreal.

Peter De Proft

Peter De Proft

Director General
The European Fund and Asset Management Association (EFAMA)

Peter De Proft has been the Director General of EFAMA (The European Fund and Asset Management Association) since October 2007. Prior to this, he was CEO at Fortis Investment Management Belgium and  Executive Director at Banque Nagelmackers 1747 / Groupe Delta Lloyd.  Before that he was Director of the Fixed Income Department at Petercam and he was a Central Banker in the Department of Public Funds. Mr De Proft is Chairman of the Administrative Committee of the European Parliamentary Financial Services Forum (EPFSF) and serves on the Board of Directors of the European Money Markets Institute (EMMI).  He is a member of ESMA’s Securities and Markets Stakeholder Group and was re-elected Vice-Chair of that Group in January 2014.  Previously he was Chairman of the Board of BEAMA (Belgian Asset Managers Association), Board Member and Vice Chairman of Febelfin; Board Member of FEFSI/EFAMA. He was also Chairman of the International Investment Funds Association (IIFA). Other positions have included the MiFID Level 3 expert consultative group, and previously the MiFID Level 2 Consultative Working Group of Market Participants, and the Efficiency Expert Group of the European Commission for enhancing the single market framework for investment funds. Mr De Proft is a trained lawyer and holds a degree in Law from The Free University, Brussels and an additional degree in Economic Law.

Roger Urwin

Roger Urwin

Global Head of Investment Content
Towers Watson

Roger Urwin assumed the new post of Global Head of Investment Content at Towers Watson in 2008 after acting as the Global Head of the investment practice from 1995 to 2008. He joined Watson Wyatt in 1989 to start the firm's investment consulting practice and under his leadership the practice grew to a global team of over 500. His prior career involved heading the Mercer investment practice and leading the business development and quantitative investment functions at Gartmore Investment Management. Mr Urwin’s current role includes work for some of the firm's major investment clients both in the UK and internationally. He leads the firm’s work on transformational change and has conducted major strategic reviews  at a number of global leading funds. He is also heavily  involved with the Towers Watson Thinking Ahead Institute.  He is a previous Board member of the CFA Institute and is now on the Board of the CFA Future of Finance Council and an Advisory Director to MSCI Inc.  Mr Urwin holds a degree in Mathematics from Oxford University and a Masters in Applied Statistics also from Oxford. He qualified as a Fellow of the Institute of Actuaries in 1983.

Keith Skeoch

Keith Skeoch

Chief Executive Officer
Standard Life Investments
James Hulse

James Hulse

Head of Investor Initiatives
CDP

James Hulse is Head of Investor Initiatives at CDP and oversees the organisation’s work with investors. He joined CDP in 2013 following the transfer of the Global Canopy Programme’s Forest Footprint Disclosure (FFD) project, of which he was the director, to CDP. Mr Hulse has nearly 20 years of experience working in the City, including as a trader and hedge fund manager. He established and ran the first climate change hedge fund. James holds a BA from Oxford University and an MSc in Environmental Technology from Imperial College.

Ed Wilson

Ed Wilson

Investment Director
Pension Infrastructure Platform

Ed Wilson joined PiP in 2015 as its first Investment Director. Prior to this he had worked in Lloyds Commercial Banking Division since 2006, first as Head of the Renewable Energy, Infrastructure and Energy Group, where he was responsible for spearheading the Banks drive into selective Renewable Energy markets and for establishing Lloyds as the UK’s leading renewable financier across a diverse range of technologies and financial products, and for the last two years as Senior Director, Corporate Solutions, with responsibility for the Utilities, Infrastructure and Energy sectors. In this latter role Mr Wilson was responsible for developing new solutions for clients seeking to grow their infrastructure and energy businesses whilst helping the bank to maximise its returns from activities by the efficient use of capital.  Before Lloyds he was Head of European Structured Asset Finance at Bank of Scotland and Co-Head of Leasing, Structured Finance at Halifax Plc. Ed has spent his entire career in the financial services sector since graduating from Oxford University.

Guillaume Dufour

Guillaume Dufour

Vice President, Financial Services
Dassault Systèmes

Guillaume Dufour, Vice President Financial Services, has been with Dassault Systèmes for over 15 years.  Mr Dufour is responsible for the strategic vision, leadership and client engagement projects to drive Dassault Systemes’ penetration in the financial services to the next level. During his tenure in a number of senior solution development roles, he has been responsible for defining the vision, strategy and implementation for market-entry solutions as well as leading cross- geographical task forces, as part of the new business development process.   Mr Dufour holds a MBA from Insead and an MsC in Engineering, Industrial Engineering and Process Engineering from Ecole Centrale de Lyon.

Nick Spencer

Nick Spencer

Director, Pension Solutions Group
Russell Investments

Nick Spencer is a director within the Pensions Solutions Group. He focuses on UK large market clients and joined Russell's London Office in 2011.  He has over 20 years industry experience roughly equally split between Asset Managers and Consultants during which he has worked with a wide range of European and Middle Eastern clients - including multi-nationals, pension funds, family offices and sovereign wealth funds.  Prior to joining Russell Investments, Mr Russell  was the Head of Institutional, UK, Ireland and Netherlands at GAM.  His experience includes client management and business development.  He has also worked on strategic partnerships and investment outsourcing solutions with a particular focus on developing clients' portfolio construction strategies for their alternatives allocation.  Mr Russell has worked alongside fund managers across the full spectrum of asset classes from bond and equities to Private Equity, Real Estate, Infrastructure, Hedge Funds and commodities.  He started his career at one of the large UK consultancies developing their European Investment consultancy business. He is a Fellow of the Institute of Actuaries and holds a degree in mathematics from Cambridge University.

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Chairman & Moderators (6)

Madison Marriage

Madison Marriage

Asset Management Correspondent, Financial Times
Deputy Editor, FTfm

Madison Marriage is asset management correspondent at the Financial Times and deputy editor of the FT's fund management section, FTfm. Before that she worked as a reporter at Ignites Europe, the FT’s fund management news service. She joined the FT from Incisive Media where she worked on two investment magazines, Hedge Funds Review and Investment Europe. Ms Marriage is a graduate in French and German.

Chris Newlands

Chris Newlands

Editor, FTfm
Asset Management Editor, Financial Times

Chris Newlands is  the Financial Times’ asset management editor as well as the editor of its fund management section, FTfm. Before that he was managing editor of Ignites Europe, the FT's fund management newswire, joining the FT Group in 2003 as a senior reporter from EuroWeek. Mr Newlands is also author of the Virgin Money Maker, the personal finance guide published by Virgin Books, and has written for FT Wealth, The Banker, Euromoney, TimeOut, CNN and the Guardian. He is a graduate in Economics.

Yuri Bender

Yuri Bender

Editor-in-Chief
PWM (Professional Wealth Management)

Yuri Bender has edited and launched a variety of titles at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management global magazine, website and events hub. He moderates panels on financial, business and cultural issues in Europe, the US and Asia, has reported from many developing countries and writes regularly for the FT newspaper on investment issues, including opportunities and challenges in Ukraine.  He studied Investment Management at the London Business School and International Relations at Cambridge University, where he wrote his thesis on the economics of conflict in eastern Ukraine.

Philip Alexander

Philip Alexander

Editor
Global Risk Regulator Magazine

Philip Alexander is the editor of Global Risk Regulator, www.globalriskregulator.com.  He is also Senior Editor of The Banker, responsible for covering regulation and investment banks.  . Previously, he was Deputy Editor of Euromoney's Emerging Markets newspaper. Before moving into journalism, Mr Alexander edited credit research for international ratings agency Standard & Poor's. He has a doctorate in Modern History from the University of Cambridge

Ian Smith

Ian Smith

Editor
Pensions Expert

Ian has been at Pensions Expert since November 2012. In October 2013, he was named Trade Journalist of the Year by the Society of Pension Consultants. Previously, he was deputy editor at schemeXpert.com. He has reported on pensions and investment for FTfm and the Financial Times, and has previously completed internships at the New Statesman and Reuters.

Tom  Dines

Tom Dines

Deputy Editor
Pensions Expert

Tom Dines has worked for Pensions Expert since January 2014 and was recently appointed Deputy Editor. Previously he worked as a reporter on New Civil Engineer magazine.

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Agenda - 29th Sep

  • 9:00am
    Opening Remarks from the Chair

    Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM)

  • 9:10am
    Investor Panel: Managing uncertainty – reshaping asset allocation for today’s market

    Shifting monetary policies and the realities of a mixed growth market are testing investors’ ability to generate sufficient returns to meet their long-term liabilities.

    • Strategies for success - risk minimisation or return maximisation?
    • What are the opportunities and limitations of diversification in an unpredictable market?
    • Is dynamic investing here to stay?
    • Critical factors influencing the balance between equities, fixed income and alternatives
    • What do investors want from their asset managers?

    Chris Rule, Chief Investment Officer, London Pensions Fund Authority

    Ronald van Dijk, Managing Director, Capital Market Investments, APG Asset Management

    Tony Broccardo, Chief Investment Officer, Barclays Pension Fund

    James Hulse, Head of Investor Initiatives, CDP

    Moderator: Chris Newlands, Editor, FTfm 

  • 10:00am
    Keynote Address: Investing in the age of QE and regulatory overdrive

    The macro-outlook for the Eurozone is decidedly more optimistic under the ECB’s bond buying programme.  To what extent has it conspired with regulation to impact and potentially damage long-term investing?

    Amin Rajan, Chief Executive Officer, CREATE-Research 

  • 10:30am
    Morning break
  • 10:50am
    Panel: The future for asset management models in a changing investment landscape

    Despite recovery from the crisis and rising profits, asset managers continue to navigate turbulent structural shifts in financial services in an era increased regulation, growing competition and heightened investor expectations.

    • How are increasing levels of regulation impacting on business models and investment processes?  What are the positive and negative outcomes?
    • How are asset managers working to meet the demanding appetites of investors for innovation in products and solutions beyond the traditional?
    • Global or local, industrialisation or boutique – which strategy works and when?
    • What new strategies and innovations are asset managers implementing to reboot their business models?

    Keith Skeoch, Chief Executive Officer, Standard Life Investments

    Peter De Proft, Director General,  European Fund and Asset Management Association (EFAMA)

    Giordano Lombardo, Chief Executive Officer and Group Chief Investment Officer, Pioneer Investments

    Paul Smith, President and Chief Executive Officer, CFA Institute

    Moderator: Yuri Bender, Editor-in-Chief, Professional Wealth Management (PWM)

  • 11:40am
    Address: What will shape investment growth in the year ahead?

    The outlook for investment remains uncertain, despite a burgeoning global recovery.  What will define investor success in 2016?  Which assets and investment strategies will deliver growth and returns whilst balancing risk?

    Didier Duret, Chief Investment Officer, ABN Amro Private Banking 

  • 12:10pm
    Panel: Evolution and innovation in pension scheme investment

    Landmark proposals for the new UK pension framework, combined with changing regulations, an uncertain financial market performance and increasing longevity are challenging asset owners and managers to meet investor’ requirements for strategies and products designed to deliver sustainable returns.

    • Learning the lessons of the downturn – how has the model of pension scheme investment evolved in recent years?
    • What the end of the effective obligation to buy an annuity for many retirees means for their investment providers
    • Future proofing – what are the fundamental drivers of investment?  How important are income certainty, inflation protection and volatility minimisation?
    • Shifting asset allocation – exploring the growing role of exposure to emerging markets, alternatives as focus moves away from simple allocation to stocks, bonds and cash

    Trevor Castledine, Deputy Chief Investment Officer, Lancashire County Pension Fund

    Mark Mansley, Chief Investment Officer, Environment Agency Pension Fund 

    Mike O'Brien, Chief Executive, J.P. Morgan Investment Management EMEA

    Roger Urwin, Global Head of Investment Content, Towers Watson

    Moderator: Tom Dines, Senior Reporter, Pensions Expert

  • 2:00pm
    Panel: Digital disruption in asset management – how far will it go?

    Digital technology has disrupted a wide range of industries over the past decade and how it is starting to have a major impact on asset managers.  The success of China’s Alibaba Group shows the potential of online companies to deal with large amounts of data and reach greater numbers of end-investors? How are investors at all levels reacting to these changes? How can traditional asset managers compete in this environment?  

    James Cardew, Global Head of Marketing, Schroders

    Nick Finegold, Executive Chairman, Curation

    Amin Rajan, Chief Executive Officer, CREATE-Research

    Martin Mlynar, Head of Investment Solutions, Robeco

    Guillaume Dufour, Vice President, Financial Services, Dassault Systèmes

    Moderator: Madison Marriage, Asset Management Correspondent, Financial Times & Deputy Editor, FTfm 

  • 2:45pm
    Interview: Risks and rewards of ETFs for Europe's institutional investors

    With the exchange traded funds market predicted to hit US$5 trillion by 2020, what place do and should these investments have in institutional portfolios?  How can they be used in strategic and tactical allocation and how are providers tackling concerns around costs and access?

    Ashley Fagan, Director of iShares Institutional Client Business, BlackRock

    Interviewer: Ian Smith, Deputy Companies Editor, Investors Chronicle

  • 3:05pm
    Break
  • 3:20pm
    Address: Reassessing global emerging markets in the wake of recent developments in China

    Emerging markets suffered badly on August 27th last with investors pulling a combined US$15.3 billion from bond and equity funds.  What are the longer term repercussions of this?  Are market watchers over-estimating the impact of China’s economic slowdown on the wider emerging economies?  Or is this the beginning of the end for emerging markets as slowing growth, weakening currencies and lower commodity prices limit their attractiveness?

    James Bevan, Chief Investment Officer, CCLA 

  • 3:45pm
    Panel: Generating growth through direct, indirect and co-investments in infrastructure

    Investor appetite for infrastructure is on the rise as allocations grow year on year.  In this session, leading experts will explore the possibilities and prospects for this key asset class and assess the best routes to investment:

    • How are approaches to investment being influenced by Basel III and Solvency II?
    • Will investment in infrastructure projects take off under the European Long Term Investment Funds (ELTIFS) initiative?
    • Are investors moving away from infrastructure funds towards more direct investments?  Do lower investment costs outweigh the risks?
    • Opportunities and limitations of listed vs. unlisted infrastructure vehicles
    • Which infrastructure sectors offer the best potential for growth in the coming year?

    Frank Roeters van Lennep, Head of Infrastructure Investments, PGGM

    Ed Wilson, Investment Director, Pensions Infrastructure Platform

    Kevin Conway, Partner, King & Spalding 

    Nick Spencer, Director, Pension Solutions Group, Russell Investments

    Moderator: Ian Smith, Deputy Companies Editor, Investors Chronicle

  • 4:30pm
    Closing Discussion: What will a Capital Markets Union mean for Europe?

    Designed to build up the role of financial markets in Europe and diversify away from the bank-centric system currently in place, the Capital Markets Union is one of the EU’s most ambitious projects.  What does it mean and how will it work in practice? Does Europe need a Capital Markets Union and how will it be created?

    David Lawton, Director Markets Policy & International, Financial Conduct Authority

    Panelists:

    Jean Pierre Mustier, Partner, Tikehau Capital

    Daniel Godfrey, Chief Executive, The Investment Association

    Dan Waters, Managing Director, ICI Global

    Moderator:  

    Philip Alexander, Editor, Global Risk Regulator Magazine

  • 5:15pm
    Closing remarks followed by drinks

Who Attends

This event has been produced to meet the needs of senior finance and investment professionals including; CIOs, CFOs, Fund Managers and Portfolio Managers operating in:

  • DC and DB Pension Funds
  • Insurance Companies
  • Endowment Trusts
  • Family Offices
  • Foundations
  • Sovereign Wealth Funds

A strictly limited number of places are available to senior representatives from consultancies and other professional service firms, including:

  • Private Equity Houses
  • Asset Management Firms
  • Fund of Funds
  • Lawyers
  • Accountants
  • Investment Consultants
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Venue

Millennium Mayfair
44 Grosvenor Square
Mayfair
London W1K 2HP

United Kingdom

Tel: +44 (0) 20 7629 9400

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Organisers (1)

Financial Times Live (FT Live) is the global conferences and events division of the Financial Times Group. Chaired by senior journalists from the Financial Times Group, the summits, conferences, awards and strategic forums organised by FT Live gather the world’s brightest minds and most influential decision-makers.

Exclusive on-stage interviews, stimulating presentations and lively panel debates – available on multiple content platforms – provide the cutting-edge insights, unique personalities and peer audience engagement that have the power to transform finance, business, politics, society and culture.

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. In 2016 the FT passed a significant milestone in its digital transformation as digital and services revenues overtook print revenues for the first time. The FT has a combined paid print and digital circulation of more than 910,000 and makes 60% of revenues from its journalism.

Gold Sponsor (2)

iShares® is a global leader in exchange-traded funds (ETFs), with more than a decade of expertise and commitment to individual and institutional investors of all sizes. With over 700 funds globally across multiple asset classes and strategies and more than $1 trillion in assets under management as of June 30, 2016, iShareshelps clients around the world build the core of their portfolios, meet specific investment goals and implement market views. iShares funds are powered by the expert portfolio and risk management of BlackRock, trusted to manage more money than any other investment firm.1

 

Based on $4.890 trillion in AUM as of 6/30/16.

CDP, formerly Carbon Disclosure Project, is an international, not-for-profit organization providing the only global system for companies and cities to measure, disclose, manage and share vital environmental information. CDP works with market forces, including 822 institutional investors with assets of US$93 trillion, to motivate companies to disclose their impacts on the environment and natural resources and take action to reduce them. CDP now holds the largest collection globally of primary climate change, water and forest risk commodities information and puts these insights at the heart of strategic business, investment and policy decisions. Please follow us @CDP to find out more.

Silver Sponsor (3)

Curation Corporation Limited is an emerging financial research enterprise that will look to severely disrupt the entrenched interests of the traditional institutional research landscape. Curation was founded by Nick Finegold in 2012, and based on three simple and compelling business principles:

1. Value: to build an organisation that creates real value for its clients.

A business that saves companies money, embraces change with zero tolerance toward the entrenched interest of the status quo and that adopts the most successful business models used in Silicon Valley

2. Control: to publish the highest quality research on demand.

A business that embraces the best principles of the sharing economy and “on demand” business models, so that clients can procure the highest quality research when they want and on the subjects about which they care profoundly. Through collaborative consumption they can choose their price point by sharing the cost as broadly or narrowly as they desire.

3. Curation: technological excellence & market experience combined.

A business that values human capital as highly as technological advance. A business empowered by, but not overrun by technology.

King & Spalding

King & Spalding is a Global 50 law firm with over 850 lawyers based in 18 offices in Europe, the Middle East, Asia and the Americas. The firm has handled matters in over 160 countries on six continents and is consistently recognised for the results it obtains, its uncompromising commitment to quality and its dedication to understanding the business and culture of its clients. King & Spalding provides comprehensive expert legal services to businesses of all sizes, from start-ups, through to small businesses, mid-sized businesses and multinational corporations. These clients range from privately-owned firms to FTSE 100 plcs, global corporations and financial institutions.

Long-standing client relationships are one of the surest barometers of a law firm’s success in meeting its clients’ needs for legal services. King & Spalding lawyers pride themselves on developing continuing client relationships that are productive, professional and collegial. The firm is one of only 52 law firms that have been on the BTI Client Service A-Team for 12 consecutive years—representing only 8% of the law firms serving the Fortune 1000.

King & Spalding Corporate Practice

King & Spalding’s leading transaction practice advises leading investment funds sourcing funds and making investments and joint investments across the UK, Europe, Russia, the US, the Middle East, Latin America and Africa.  Our fully integrated team of lawyers across London, Frankfurt, Paris, Russia, the US, the Middle East, Singapore and Japan offer local law and English, German, US and Middle Eastern legal advice and dedicated support to our clients from the raising of the funds, the investment, leveraging and ultimate disposal and return of capital to your clients. This funds practice is supported by teams of market-leading tax, regulatory, industry focussed, real estate, employment and incentives, pensions, anti-trust/competition and litigation experts as well as teams offering the full range of finance support including all aspects of banking, capital markets and restructuring transactions. In addition, our transaction teams have decades of experience in advising clients working in different and heavily regulated areas of business.  King & Spalding’s corporate practice is renowned for assisting investors of all types on their most complex and challenging transactions from cradle to fruition helping ensure the maximum return for all the stakeholders.

A global, active, research-driven asset manager, Pioneer Investments offers a diverse range of products across both traditional and non-traditional asset classes to clients that include institutions, corporations, intermediaries and private investors around the world.
 
With over €220billion in assets under management globally, Pioneer Investments has a presence in 28 countries, spread over four continents. Its experienced team of over 2,000 employees are focused on delivering an excellent level of service and offering innovative investment solutions to meet client needs.  
 
Based in three global investment centres, in Boston, Dublin, London, and six local investment centres, Pioneer Investments’ 360 investment professionals, including 90 career analysts, share a single investment approach based on high quality research to extract value over the long term, active portfolio management and efficient risk management.

Coffee Break Sponsor (1)

ICBC Credit Suisse Asset Management (ICBCCS) is the joint venture between the Industrial and Commercial Bank of China (ICBC) and Credit Suisse, and the investment specialist dedicated to providing China and RMB asset management solutions within the ICBC Group.

Since establishment in 2005, the firm has upheld the philosophy of a responsible fiduciary, with strong focus on consistently “Providing Excellent Investment Management Services to Clients with Prudence”. Leveraging on the support of the two strong shareholders, ICBCCS has been a leader in China, providing first-class investment management and advisory services for over 9 million institutional and retail clients. As of Jun 30, 2015, the firm has approximately 400 employees and RMB754 billion asset under management. 

Supporting Partners (3)

About the Investment Association:

The Investment Association is the trade body that represents UK investment managers who manage over £5.5 trillion on behalf of clients.

Our purpose is to ensure investment managers are in the best possible position to:

  • Build people’s resilience to financial adversity
  • Help people achieve their financial aspirations
  • Enable people to maintain a decent standard of living as they grow older
  • Contribute to economic growth through the efficient allocation of capital

The money our members manage is in a wide variety of investment vehicles including authorised investment funds, pension funds and stocks and shares ISAs.

The UK is the second largest investment management centre in the world, after the US and manages 37% of all assets managed in Europe.

The Association of the Luxembourg Fund Industry (ALFI) is the representative body of the Luxembourg investment fund community. Created in 1988, the Association today represents over 1,500 Luxembourg domiciled investment funds, asset management companies and a wide range of service providers such as depositary banks, fund administrators, transfer agents, distributors, legal firms, consultants, tax experts, auditors and accountants, specialist IT providers and communication companies. The Luxembourg Fund industry is the largest fund domicile in Europe and a worldwide leader in cross-border distribution of funds. Luxembourg-domiciled investment structures are distributed on a global basis in more than 70 countries with a particular focus on Europe, Asia, Latin America and the Middle East.

For further information, do not hesitate to consult our website at www.alfi.lu.

You can also keep up to date with the discussion by following @ALFIfunds on Twitter or join ALFI’s LinkedIn group.

The genesis of the Malta Funds Industry Association, MFIA, dates back to 22 September 2003. Following Malta's accession to the European Union on 1 May 2004, the industry witnessed an increased interest by international fund promoters to domicile their funds in Malta. This was without doubt driven by a number of success factors which amongst others, included the presence of a comprehensive legal and regulatory framework, cost competitiveness and a professional business environment. As a result of these developments, the Association broadened its remit to represent the interest of fund administrators, following the initiative taken by the main market players at that time to set up specialist fund administration operations and with a clear distinction from fund management business. The strong growth of the industry in these last few years subsequently necessitated that the Association reviews its statute to encompass a wider spectrum of practitioners actively involved in the funds industry.

The MFIA acts as a channel of communication and to make representations to the Maltese Government and the Malta Financial Services Authority on legislative, regulatory and fiscal matters which amongst others, directly or indirectly, have an effect on the business and/or professional interests of its members. The Association is also a member of the European Funds and Asset Management Association.

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