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Investment and Asset Management

FT Investment Management Summit

Rebalancing Return and Risk Amid Global Recovery

London |
Speakers include:
Peter  Praet

Peter Praet

European Central Bank

Carmel Peters

Carmel Peters

Universities Superannuation Scheme (USS)

Gerard Lyons

Gerard Lyons

Netwealth Investments


Chaired by senior Financial Times journalists, the FT Investment Management Summit connects the world's leading institutional investors, economists and asset managers to discuss the outlook, looking beyond the short-term indicators, examining the stability of the growth momentum, and the opportunities and risks ahead.

fallback Add to my Calendar 09/25/2018 08:15:0009/25/2018 18:30:00trueFT Investment Management Summit Chaired by senior Financial Times journalists, the FT Investment Management Summit connects the world's leading institutional investors, economists and asset managers to discuss the outlook, looking beyond the short-term indicators, examining the stability of the growth momentum, and the opportunities and risks ahead.FT-Investment-Management-Summit-d2fd52d29dc7d7d803d6d882de3d32caMM/DD/YYYY

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Speakers (28)

Peter  Praet

Peter Praet

Member of the Executive Board
European Central Bank

Peter Praet joined the European Central Bank in 2011 as Member of the Executive Board. He is responsible for the Directorate General Economics.  Before joining the ECB, Mr Praet was Executive Director of the National Bank of Belgium from 2000 to 2011 with responsibility for international cooperation, financial stability and oversight of financial infrastructures and payments systems.  Between 2002 and 2011, he was also a Member of the Management Committee of the Belgian Banking, Finance and Insurance Commission (CBFA), in charge of prudential policy for banking and insurance. Mr Praet served as Chief of Cabinet for the Belgian Minister of Finance from 1999 to 2000, as Chief Economist of Générale de Banque and Fortis Bank from 1988 to 1999, as Professor of Economics at the Université Libre de Bruxelles from 1980 to 1987, and as Economist at the International Monetary Fund between 1978 and 1980. He holds a PhD in Economics from the Université Libre de Bruxelles in 1980.  Mr Praet served on several high-level international committees, including the Basel Committee on Banking Supervision, the Committee on Payment and Settlement Systems, the Committee on the Global Financial System, and the European Banking Authority. He was First Alternate of the Board of Directors of the Bank for International Settlements from 2000 to 2011.

Carmel Peters

Carmel Peters

Head of Global Emerging Markets (GEMS)
Universities Superannuation Scheme (USS)

Carmel Peters is Head of Global Emerging Markets (GEMS) at the Universities Superannuation Scheme (USS), one of the largest pension schemes in the UK. She joined USS in 2010 to set up an Emerging Markets team. Over the last eight years she has established and lead a specialist team which now has over £6bn assets with a strong track record in outperforming benchmarks. Ms Peters previously ran an Emerging Market Hedge Fund at Sofaer Capital and before that was at Putnam Investments in Boston, becoming head of their Emerging Markets team.  She started her career as Portfolio Manager at Rothschild Asset Management in Tokyo, moving to Hong Kong to take up the position of Chief Investment Officer for the Asia Pacific Region. Ms Peters holds an MA in Finance and studied in Japan on an EU scholarship. She is a member of Women on Boards and 100 Women in Finance.

Gerard Lyons

Gerard Lyons

Chief Economic Strategist
Netwealth Investments

Dr Gerard Lyons is an expert on the global economy, financial markets and monetary policy. He has a portfolio of roles in finance, universities and economics, including Chief Economic Strategist at Netwealth Investments, Advisory Board of the Grantham Research Institute on Climate Change and the Environment and Board Member of Bank of China (UK). He is co-author of Clean Brexit (Biteback publishers). Dr Lyons previously held senior roles at Chase, Swiss Bank, DKB International and Standard Chartered Bank. He was Chief Economic Advisor to Boris Johnson in his second term as Mayor of London, where among other things Lyons championed the Living Wage.  

Paul Shantic

Paul Shantic

Director, Inflation Sensitive
California State Teachers' Retirement System (CalSTRS)

As the Director of the Inflation Sensitive asset class for the California State Teachers’ Retirement System (CalSTRS), Paul Shantic is the lead for a team of 6 investment professionals responsible for the management and gathering of assets with a close linkage to inflation. Current commitments total US$3.6 billion. Commodities, infrastructure, agriculture, timber and U.S. TIPS are part of that mandate.  Mr Shantic has been with CalSTRS for over 20 years. He has served as Acting Co-Director of Fixed Income and also served as the Portfolio Manager for the $7.2 billion Investment Grade and High Yield portfolios along with a team of five trader/analysts. Mr. Shantic has also managed the System’s MBS and Liquidity Portfolios. He assisted with the start-up of the System’s Credit Enhancement Program and has worked as a public funds manager for a number of public agencies throughout the State of California. Mr Shantic holds advanced degrees in Business, Portfolio Management, Public Administration, Conflict Resolution, and Government. He holds a BA in Political Science and Philosophy from the University of Redlands.

Hywel Ball

Hywel Ball

Assurance Managing Partner

Hywel Ball has been with EY for over 30 years, 20 years as Partner providing services to clients across a range of sectors, including many FTSE 100 companies. Before taking up his current role as Managing Partner for Assurance and Head of Audit, UK, Hywel was the firm’s industry leader for the Energy and Utilities sector for EMEIA and Chairman of the firm in Scotland.   He has been instrumental in developing EY’s work on Long Term Value, a new approach to help companies articulate the execution of their value creation strategy for all stakeholders. He is leading EY’s participation in the Embankment Project, a market led proof of concept with over 30 global “blue chip” participants from across the investment value chain, of EY’s LTV framework.

James Bevan

James Bevan

Chief Investment Officer
CCLA Investment Management

James Bevan is responsible for all of the company's investment activities on behalf of our clients.

James Bevan joined CCLA in 2006 as Chief Investment Officer. James was previously Head of Asset Management and CIO at Abbey and CIO for Barclays Asset Management Group and BZW Portfolio Management.  James 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, he is on the advisory group of the CFA Institute and is a trustee of the Cambridge Endowment for Research in Finance and Trees for Cities.

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.

Louise Cooper

Louise Cooper

Independent Financial Analyst and Columnist

Louise Cooper is a Chartered Financial Analyst, writer and broadcaster on business, economics and finance.  She presents Wake Up to Money on BBC Radio 5 Live as well as the personal finance programme, Money Box on Radio 4.  She has made documentaries for Radio 4 and a recent package on retailing for The One Show.

She also writes for national newspapers and is a regular columnist for the Spectator. She can be seen regularly on ITV, BBC, SKY, Channel 4 and Channel 5 commentating on financial news.  Louise started her career straight from University, spending six years as a stockbroker at Goldman Sachs advising large fund managers such as Fidelity and Capital. After a short stint at the digital television station The Money Channel in 2000, she went to the BBC World Service Radio as an on-air Senior Broadcast Journalist and presenter in the business unit and was there almost a decade.  Whilst at the brokers BGC Partners as Senior Financial Analyst, she reported daily from their Canary Wharf offices as the financial crisis unravelled.

Gerry  Cross

Gerry Cross

Director of Policy and Risk
Central Bank of Ireland

Gerry Cross is Director of Policy and Risk at the Central Bank of Ireland. He is responsible for regulatory policy for the banking, insurance, investment funds, and investment firms sectors.  He is also responsible for the CBI’s supervisory risk framework, PRISM. Between 2011 and 2015 Mr Cross was Managing Director for Advocacy at the Association for Financial Markets in Europe (AFME) and Head of AFME’s Brussels Office. He started his career as a barrister, then was lecturer in Law at the University of Wales, Aberystwyth. For eight years he worked for the UK Financial Services Authority. He spent four years at the European Commission, between 2001 and 2005, where he worked in the Internal Market Directorate General on the implementation of Basel II in Europe. Between 2008 and 2011, Mr Cross worked as deputy director in the Regulatory Affairs Department at the Institute of International Finance in Washington. He holds a Law degree from University College Dublin and Master of Laws from Cambridge University.

Elena Manola-Bonthond

Elena Manola-Bonthond

Chief Investment Officer
CERN Pension Fund

Elena Manola-Bonthond is Chief Investment Officer of the Pension Fund of CERN, the European Organization for Nuclear Research, based in Geneva, Switzerland. The Fund manages approximately 4 billion Swiss Francs in assets, both internally and externally. Dr Manola-Bonthond played an instrumental role in defining and implementing an investment governance framework optimised for dynamic risk management. Prior to joining the CERN Pension Fund, she worked in CERN's science sector where she had been responsible for the safety and risk management system of CERN's flagship installation, the Large Hadron Collider (LHC). Prior to that she worked as a research physicist at CERN.  Dr Manola-Bonthond holds a PhD in particle physics from the University of Savoie, France, and CERN, and an MBA in international management from the University of Geneva, Switzerland. Furthermore, she is a CAIA charterholder.

Jennifer Choi

Jennifer Choi

Chief Counsel
ICI Global

Jennifer S Choi is chief counsel of ICI Global and is responsible for leading the Institute’s global policy work on cross-border legal and regulatory matters affecting ICI and its members. She has held various international roles within ICI, including associate general counsel for global capital markets policy and associate counsel for international policy. In addition to her role at ICI, she serves as an adjunct professor of law at American University’s Washington College of Law, teaching regulation of mutual funds and investment advisers. Earlier in her career, Ms Choi worked in an international policy role at the Investment Adviser Association. From 1995 to 1999, she held various positions at the US Securities and Exchange Commission, including assistant director in the Division of Investment Management and special counsel in the Division of Market Regulation (now the Division of Trading and Markets). At the SEC, she also received the Martha Platt Award for dedication, excellence, and integrity. Ms Choi graduated from the Wharton School of the University of Pennsylvania with a BS in economics, cum laude, and from the National Law Center at George Washington University, with highest honors.

Sheryl Cuisia

Sheryl Cuisia

Managing Director
Boudicca Proxy Consultants

Sheryl Cuisia founded Boudicca Proxy Consultants in 2011 to provide elevated proxy solicitation and advisory services that would address corporates’ and activist investors’ modern shareholder engagement requirements.  In 2018, Boudicca became part of Equiniti Group plc, the FTSE 250 multinational specialist technology outsourcer, and continues to lead in the arena of contemporary proxy and corporate governance advisory. Ms Cuisia draws on extensive experience, having been involved in more than 500 shareholder campaigns across all industries and markets, with a particular focus on proxy solicitation and shareholder communications for complex mergers and acquisitions, activist situations, and corporate actions. Successes include the Xstrata-Glencore merger, rebuttal of activist Nat Rothschild at Bumi plc (later ARMS), and work for US hedge fund, Elliott Advisors. Her cadre of clients include small-cap firms through to large-cap companies such as BG Group, GKN, Severn Trent, Tesco, Sky and Persimmon. Her substantial career spans analytical, operational and developmental roles in the UK and North America for proxy advisory firms, including Georgeson and Salisbury Associates.

Tara Davies

Tara Davies

Member, Head of Infrastructure, Europe

Tara Courtney Davies joined KKR in 2016 and is a Member and Head of the European Infrastructure team. Ms Davies is currently on the board of Directors of Calvin Capital, a UK-based gas and electricity smart metering business; Telxius, a global tower and cable company based in Spain; and X-Elio, a global solar developer based in Spain. Ms Davies has spent over 19 years in the global infrastructure industry working in both Sydney and London. Prior to joining KKR, she was a senior managing director and head of mergers and acquisitions for Macquarie Group’s infrastructure advisory arm in London (having also spent a number of years in the infrastructure funds division). Ms Davies commenced her career at Price Waterhouse and is a qualified Chartered Accountant. She holds a Bachelor of Commerce from the University of Sydney.

Mark Fawcett

Mark Fawcett

Chief Investment Officer

Mark Fawcett has been an investment manager for over 27 years and managed money at a variety of institutions. He was head of Japanese equities at Gartmore, and held the role of chief investment officer at American Express Asset Management International. Before joining NEST, he was a partner at the boutique investment manager Thames River Capital LLP. Mr Fawcett has an MA from Oxford University and an MSc from London Business School.

Matthieu Guignard

Matthieu Guignard

Global Head of Product Development and Capital Markets
Amundi ETF, Indexing and Smart Beta

Matthieu Guignard has been Global Head of Product Development and Capital Markets at Amundi ETF, Indexing & Smart Beta since 2014.  He joined Amundi Investment Solutions, (Amundi IS) in 2008 as head of Product Development for Exchange Traded Funds (ETFs), expanding his scope of activity to capital markets, index funds and smart beta.   He previously worked at AXA Investment Managers for 8 years in roles including Co-head of EasyETF platform, Head of Index Funds, and Head of Products Engineering. Prior to that he held various positions in corporate sales at Société Générale.  Mr Guignard holds a master’s degree in management from the EDHEC Business School.

Vincent Hamelink

Vincent Hamelink

Chief Investment Officer

Vincent Hamelink has been Chief Investment Officer of Investment Management at Candriam since 2011 and a Member of our Executive Committee since 2009. He was appointed to the Strategic Committee in 2016 and is also a Member of the Boards of Directors of Candriam Belgium.   Mr Hamelink was previously Global Head of Fixed Income and a Member of Candriam Luxembourg’s Management Committee. Prior to that he held various roles including Head of Fixed Income at Cordium Asset Management (originally part of BNP Paribas), before its merger with Candriam in 2001.  Mr Hamelink holds Master’s degrees in Commercial, Fiscal and Financial Sciences, and has been a CFA Charterholder since 2001.

Steven Holden

Steven Holden

CEO and Founder
Copley Fund Research

Steven Holden is the CEO and Founder of Copley Fund Research, an independent provider of research on equity fund positioning and performance.  Set up in 2014, Copley focuses on global and global emerging market equity funds, covering over $850bn in assets across 450 active managers.  His company provides data and analysis on market trends, manager exposures and active fund performance to an audience of investment managers, pension funds and fund selectors worldwide.  Mr Holden’s 14-year investment banking career started in 2000, where he worked for Morgan Stanley as an equity derivative trader focused on emerging markets in London. Following this, he spent 4 years at Citibank in London and Hong Kong as an Executive Director in derivative sales, focused again on emerging markets.   

Alan Higgins

Alan Higgins

Chief Investment Officer, UK

As Chief Investment Officer for the UK, Alan Higgins is responsible for the management of the UK based discretionary managed portfolios and contributing towards global investment strategy for the major asset classes. Prior to Coutts, he worked at Morgan Stanley Wealth Management where he specialised in asset allocation and alternative investments. His previous experience includes senior roles in fixed income portfolio management and working for a multi-strategy hedge fund. Alan holds a Bachelor of Science degree in Mathematics from Bristol University and is a CFA® charterholder.

Tom Joy

Tom Joy

Director of Investments
Church Commissioners for England

Tom Joy is Director of Investments for the Church Commissioners and advises on the strategic development of their multi-asset investment portfolio, which stands at £8 billion. Mr Joy is also a non-executive Director and Member of the Boards at the Pension Protection Fund and Guy’s & St Thomas’ Charity and also Chairs their investment Committees.

Antoine Lesné

Antoine Lesné

Head of SPDR ETF Strategy and Research, EMEA
State Street Global Advisors

Antoine Lesné is Head of SPDR ETF Strategy & Research for EMEA at State Street Global Advisors. Antoine and his team’s responsibilities include developing a strategy framework for the existing SPDR ETF range to align it with financial market developments and longer term economic outlooks. This is delivered through research on ETFs as well as market notes produced by the strategy team supporting information and the distribution of ETFs across EMEA. Prior to this role he was a Senior Fixed Income Portfolio Strategist in EMEA covering Europe and Global Fixed Income beta strategies as well as Smart Beta for Credit strategies.  Antoine joined SSGA in 2006 from Sungard Reech where he was responsible for selling advanced pricing and risk analytics to banks and asset managers in France and the Netherlands, with a focus on structured fixed income derivatives. Prior to that he took part in a start-up which managed an internet based Interest Rate Swaps interdealer trading platform. He started his career at Societe Generale Corporate and Investment Banking on the Fixed Income & FX structured products sales desk. Antoine holds a Master's degree from the French Business School, ESCEM, with a major in Finance in 1998. He is also a frequent contributor to CNBC Sqwak Box and other market channels in Europe.

Ian McKnight

Ian McKnight

Chief Investment Officer
Royal Mail Pension Trustees

Ian McKnight is the Chief Investment Officer of Royal Mail Pensions Trustees Limited and, having managed their 2012 transfer of assets to the UK Government, he currently oversees investments totalling c.£4.5 billion across three pension plans. He has 15 years’ investment experience spent with Watson Wyatt (now Towers Watson), Lane, Clark & Peacock (LCP), Morgan Stanley and KPMG. During his career, Mr McKnight has advised a wide range of Defined Benefit and Defined Contribution pensions schemes on their investment strategies, implementation and governance arrangements. He has recently appeared in a number of “top 40 under 40” press features and, during 2013, he notably co-designed and launched the Russell Pensions Governance Index whilst initiating an innovative diversified alternative investments framework for the Royal Mail Pension Plan, including allocations to direct absolute-return funds as well as more illiquid private markets vehicles. Ian read Mathematics at the University of Warwick.

Isabelle Mateos y Lago

Isabelle Mateos y Lago

Managing Director, Chief Multi-Asset Strategist

Isabelle Mateos y Lago, Managing Director, is BlackRock's Chief Multi-Asset Strategist. As part of the BlackRock Investment Institute (BII), she is responsible for developing and delivering thought leadership, helping shape BII's macro views, creating actionable market views based on the insights of our investment community, and representing BlackRock's market views across client channels and in the media globally.  Ms Mateos y Lago's service with the firm dates back to 2015. She initially worked as senior advisor to Philipp Hildebrand and from 2016 onwards combined this role with that of global macro investment strategist in the BlackRock Investment Institute. Prior to joining BlackRock, she was a senior official at the IMF, where she worked for 15 years in a range of positions straddling economic analysis, policy making, strategy, and global governance (including as G20-liaison and as a Member of the Executive Board). She started her career at the French Ministry of Finance.  Ms Mateos y Lago is a member of the Board of Bruegel, a leading European policy think tank. She is also a member of the Inspection generale des finances and a graduate of the ecole nationale d'administration and Sciences Po, Paris. She holds an MA in economics from the University of Cambridge.

Manooj Mistry

Manooj Mistry

Co-Head Index Investing, DWS
CEO, Deutsche Asset Management (UK)

Manooj Mistry is currently co-Head of Index Investing at DWS and CEO of Deutsche Asset Management (UK) Ltd.  He joined Deutsche Bank in 2006, and was involved with the launch and development of the Xtrackers ETP platform in 2007 which is the number two ETP provider in Europe and number six globally by assets under management.  Previously, he held roles at Johnson Fry (now Legg Mason) and Merrill Lynch, where he launched the first ETFs in Europe in 2000. Mr Mistry graduated in Economics and Business Finance from Brunel University in London.

Debora Revoltella

Debora Revoltella

Director, Economics Department
European Investment Bank

Debora Revoltella is the Director of the Economics Department of the European Investment Bank and has held this position since April 2011. The Department provides impact-driven economic analysis to support operations, the global positioning as well as the policy and strategy definition of the bank. Dr Revoltella is also a member of the Steering Committees of the Vienna Initiative and the CompNet, an alternate member of the Board of the Joint Vienna Institute, and a member of the Boards of the SUERF and the Euro 50 Group. She was previously Chief Economist for Central and Eastern Europe at UniCredit, managing a team of 40 economists in charge of supporting the institution in its regional growth strategy. During these years, the department developed into a leading research centre for the region.  Prior to that she worked in the research department of Banca Commerciale Italiana, a leading Italian Bank.  She has also served as an adjunct Professor in Macroeconomics at Bocconi University, Dr Revoltella holds a degree in Economics and a Master in Economics from Bocconi University, as well as a PhD in Economics from the University of Ancona in Italy.

Olivier Rousseau

Olivier Rousseau

Executive Director
FRR - Fonds de réserve pour les retraites

Olivier Rousseau is executive director at Fonds de réserve pour les retraites (FRR), France’s pension reserve fund, where he also chairs the asset manager selection committee. Before joining FRR in 2011, he was attached to the French Embassy in Sweden as an economic advisor, a position he took up after two years on the board of the European Bank for Reconstruction and Development in London. Mr Rousseau began his career at the French Treasury, eventually joining BNP Paribas where he spent 11 years working in international banking and finance in Paris, Tokyo, London, Singapore, Hong Kong and Sydney offices. He graduated from the French National School of Administration (ENA) in 1986. He also holds a degree in political sciences and master degrees in law and economics from the University of Aix-en-Provence.

Markus Stadlmann

Markus Stadlmann

Chief Investment Officer
Lloyds Bank

Markus Stadlmann is the Chief Investment Officer of Lloyds Bank. He joined the bank in 2014 to build out its investment capability for private banking and wealth management clients. He leads a team of specialists, dedicated to helping both clients and colleagues with better financial decision making and successful money management. Mr Stadlmann has also been a lecturer on business ethics, leadership and investment management at various universities for ten years, including IESE Business School, London Business School and University of Vienna. He presents regularly at academic and industry conferences, and is a frequent media commentator.  His previous experience includes management positions at Erste Group in Vienna and Barclays plc in London. At Barclays, he led the portfolio management and specialist investment teams which catered to the wealth management needs of affluent and high net worth customers. Prior to joining Barclays, he was Managing Director of Harald Quandt Holding and Chief Investment Officer of HQ Trust, which to this day is the largest family office in Europe. He spent eight years at Siemens AG, initially as fund manager. He eventually became the CIO of the pension fund and a member of the leadership team of Siemens Financial Services. Mr Stadlmann holds an MBA from the University of Chicago Graduate School of Business (later re-named Chicago Booth). 

Karin von Hippel

Karin von Hippel

Royal United Services Institute (RUSI)

Dr Karin von Hippel became Director-General of the Royal United Services Institute (RUSI) in November 2015. She joined RUSI after serving for nearly six years in the US Department of State as a Senior Adviser in the Bureau of Counterterrorism, then as a Deputy Assistant Secretary in the Bureau of Conflict and Stabilization Operations, and finally, as Chief of Staff to General John Allen, Special Presidential Envoy for the Global Coalition to Counter-ISIL. Prior to that, she co-directed the Post-Conflict Reconstruction Project at the Center for Strategic and International Studies in Washington, DC and was a senior research fellow at the Centre for Defence Studies, King’s College London. Dr von Hippel has also worked for the United Nations and the European Union in Somalia and Kosovo, and has direct experience in over two dozen conflict zones. She has numerous publications to her name, including Democracy by Force: US Military Intervention in the Post-Cold War World (2000), which was short-listed for the RUSI Westminster Medal in Military History. She holds a PhD from the London School of Economics, an MSt from Oxford University, and a BA from Yale University.

Harlan Zimmerman

Harlan Zimmerman

Senior Partner
Cevian Capital

Harlan Zimmerman is a Senior Partner of Cevian Capital, with responsibilities across investment, engagement and business matters of the firm. He has lived in London since 1992 and has worked with Cevian since 2003.

Cevian is Europe’s largest dedicated activist manager, and one of the largest in the world, with c. $14 billion dedicated to constructive activist investing in listed European companies. Cevian is long-only and has an investment horizon of 3-5 years. In many cases it plays the role of “anchor investor,” and team members frequently join company boards.


Chair and moderators (7)

Patrick Jenkins

Patrick Jenkins

Deputy Editor
Financial Times

Patrick Jenkins is Deputy Editor at the Financial Times.  He was formerly Financial Editor and Assistant Editor at the Financial Times since 2014. In that role, he shaped the FT’s overall financial coverage, with a focus on financial services and investment, working closely with the editors of Markets, Lex, FT Money, FTfm and the financial services team, contributing to leader writing and comment, while continuing to write for the Inside Finance column.

Previously, Mr Jenkins was Banking Editor from 2009 until 2014, leading the 10-strong global financial services reporting team. Prior to this he was Companies Editor, and before that Editor of International Company News. Prior to taking up this post, Mr Jenkins spent four years in Germany as Frankfurt Correspondent for the FT. He joined the FT Group in 1996 editing the newsletter FT world insurance report, before becoming a UK companies reporter in 2000.

Gideon Rachman

Gideon Rachman

Chief Foreign Affairs Commentator
Financial Times

Gideon Rachman became Chief Foreign Affairs Commentator for the Financial Times in 2006. He speaks authoritatively about economics, politics, and globalisation as they apply to Asia, Europe, the Middle East, the Americas and more, and writes a weekly column on international politics as well as feature articles. Mr Rachman joined the FT after a 15-year career at The Economist, which included spells as a foreign correspondent in Brussels, Washington and Bangkok. He also edited The Economist’s business and Asia sections. Mr Rachman’s book, Zero-Sum World, about the future of international relations was published in the UK in 2010. He was named as foreign affairs commentator of the year in the UK Comment Awards for 2010. He is a regular broadcaster for — amongst others — the BBC, CNN and NPR, and also a regular public speaker before both academic and business audiences. Mr Rachman is a graduate of Caius College, Cambridge and has been a visiting fellow at the Woodrow Wilson School at Princeton University.

Katie Martin

Katie Martin

Markets Editor
Financial Times

Katie Martin is the Financial Times' Markets Editor, having previously run fastFT, the FT's breaking news service. Prior to the FT, she was at the Wall Street Journal and Dow Jones.

James  Kynge

James Kynge

Global China Editor
Financial Times

James Kynge is Global China Editor at the Financial Times. He was previously Emerging Markets Editor. He is also Editor of beyondbrics, the FT’s emerging economies blog. Previously, Mr Kynge was Principal of FT Confidential, the Financial Times’ premium research services on China, South East Asia and Latin America. He remains Chairman of FT Confidential. A recipient of several journalism awards, Mr Kynge has been a correspondent based in Japan, China, Taiwan, Malaysia, Singapore, Russia, former Soviet Central Asia and Hong Kong over the past 28 years. He was China Bureau Chief for seven years until 2005 and later headed up the Pearson Group of companies' business operations in China. He was also President of, the FT's Chinese language website. His prize-winning book China Shakes the World was an international bestseller, translated into 19 languages.

Jonathan Guthrie

Jonathan Guthrie

Head of Lex Column
Financial Times

Jonathan Guthrie is the head of Lex, the Financial Times’s agenda-setting premium commentary service on companies and investment, and an associate editor of the FT. For six years he was City editor and writer of Lombard, an irreverent column on the Square Mile and corporate Britain. He has led investigations into Eurasian Natural Resources Corp, British Biotech and the “Gem of Tanzania” accounting fraud. Aside from Lex, he contributes regularly to House and Home and occasionally to FT Companies.

Attracta  Mooney

Attracta Mooney

Investment Correspondent
Financial Times

Attracta Mooney is the Investment Correspondent for the Financial Times, where she writes about the asset management industry for the paper and for FTfm, the FT's investment management section. She was previously a senior reporter at Ignites Europe, an FT news services covering the retail fund industry. 

Owen Walker

Owen Walker

Deputy Editor of FTfm and Asset Management Correspondent
Financial Times

Owen Walker is an award-winning journalist who has covered business and investment issues in the US, UK and Europe. He is Asset Management Correspondent with the Financial Times, having previously served as Commissioning Editor in the Special Reports team. Prior to that he edited special FT publications on corporate governance, retail investment and pension scheme management. He has served as trustee on the board of the Pearson Group Pension Plan and was a committee member of the Association of Member Nominated Trustees. Owen is author of a book on activist investors, Barbarians in the Boardroom, which was published in 2016. 


Full Overview

For the first time since 2010, the global economy is outperforming, but optimism for the year ahead is tinged with caution.  Confidence is buoyed by a benign environment characterised by low market volatility, low interest rates and strong growth in the US, Europe and other developed and emerging economies.  However, fiscal tightening, diverging monetary policies, geo-political uncertainties, and uneasiness around the long-term prospects for the US and China, are just some of the major factors which may reshape the investment environment for all asset classes. 

Will markets go higher or are they set for a correction?  How are political and geo-economic developments in the US, UK, EU, Middle East and Asia likely to influence investment in the year ahead? What will be the best approach on India, Brazil and other emerging markets amid concerns around China’s economic stability?  As central banks tackle the inflation and interest rate dilemma, which is the outlook for yield across credit markets?  With equities continuing their upward trend, how strong are the fundamentals underpinning asset prices?  How should institutions adapt their investment strategies and trading styles to weather this uncertain cycle.

Chaired by senior Financial Times journalists, the FT’s Investment Management Summit, now in its fifth year, is a meeting point for leading institutional investors, economists and asset managers to discuss the outlook beyond the short-term indicators, examining the stability of the growth momentum, and the opportunities and risks ahead.


Agenda - 25th Sep

  • 8:15am
    Registration and networking
  • 9:00am
    Welcome Remarks from the FT

    Patrick Jenkins, Financial Editor, Financial Times

  • 9:10am
    Opening Keynote Dialogue

    Peter Praet, Member of the Executive Board, European Central Bank

    Interviewed by: Patrick Jenkins, Financial Editor, Financial Times

  • 9:50am
    Leaders Debate: Bulls and Bears – Is It Time to Reset Expectations On Both Sides?

    Will markets go higher or are they over-valued and set for a correctional shock?  The debate continues with the bulls pointing to the momentum of the global economic recovery, particularly in Europe and the US, strong performance in emerging markets, and limited rate rises because of low inflation.  For the other side, a down market is looming as the bears focus on the implications of political uncertainty and tapering, low productivity, increasing wage demands, and historically high valuations in both bonds and equities.  With opinion on the outlook so divided, should investors prepare for market stability or a return to volatility? Is it time to de-risk or re-risk, and what are the most effective strategies to take advantage of the short-term upside, while keeping a longer-term focus?  

    James Bevan, Chief Investment Officer, CCLA

    Tony Broccardo, Chief Investment Officer, Barclays Pension Fund

    Olivier Rousseau, Executive director, Fonds de réserve pour les retraites

    Moderator: Katie Martin, Capital Markets Editor, Financial Times

  • 10:40am
    Refreshments and networking
  • 11:00am
    Fixed Income Discussion: Time to Get Selective

    The prospect of tapering, rising rates and hovering inflation makes for a challenging environment for fixed income investors.  As yields and spreads continue to tighten, where can investors seek out pockets of opportunity across the market? What is the outlook for yield and the best approaches to capture returns in emerging market debt, bank loans and convertible bonds?  What role can active vs passive strategies, such as fixed income ETFs, play in mitigating the impact of rising rates?

    Elena Manola-Bonthond, Chief Investment Officer, CERN Pension Fund

    Alan Higgins, Chief Investment Officer, UK, Coutts

    Tom Joy, Director of Investments, Church Commissioners for England

    Antoine Lesné, Head of SPDR ETF Research and Strategy, EMEA, State Street Global Advisors

    Moderator: Katie MartinCapital Markets Editor, Financial Times

  • 11:40am
    Beyond the numbers - rebuilding trust in business

    The value proposition of companies is evolving, and is now influenced as much by governance and trust, equity and fairness in society and environmental pressures, as it is by the numbers of the bottom line.  Reporting requirements and accounts, however, do not reflect this new development.  This session will explore the steps companies need to take to measure and communicate long-term value to investors and stakeholders, to differentiate, rebuild public trust and remain sustainable.

    Hywel Ball, Assurance Managing Partner, EY 

  • 12:00pm
    Targeting Long-term Value in Emerging Markets

    2017 was a record year for emerging market driven by synchronised global growth, robust corporate earnings, strong trade flows and low interest rates.  Performance through this year looks less certain with major clouds including the potential for a stronger US dollar resulting from fiscal stimulus including tax cuts, tapering, and the prospects of a slowdown in China which could hit global demand for resources. How should investors navigating this shifting environment and can they profit from turbulence?  Which sectors and markets hold the best potential in the year ahead against a background of volatility?  

    Steven Holden, CEO and Founder, Copley Fund Research

    Carmel Peters, Head of Global Emerging Markets, Universities Superannuation Scheme (USS)

    Ian McKnight, Chief Investment Officer, Royal Mail Pension Trustees Limited

    Markus Stadlmann, Chief Investment Officer, Lloyds Bank

    Moderator: James Kynge, Global China Editor, Financial Times

  • 12:45pm
    Networking Lunch
  • 2:00pm
    Lex Debate on the Motion: “Activists are giving European business the shakeup it needs”

    Shareholder activists see Europe as a land of opportunity. In just a few years, these hedge funds have raised their sights from mid-sized investment groups to big industrial businesses. Should conventional investors welcome these incursions? Or will they push companies towards short-term strategies that damage shareholder value in the longer term?

    This session, organised by Lex, the premium financial column of the FT, will debate and vote on the motion: “Activists are giving European business the shakeup it needs.”

    Louise Cooper, Independent Financial Analyst and Columnist

    Sheryl Cuisia, Managing Director, Boudicca Proxy Consultants

    Owen Walker, Asset Management Correspondent, Financial Times

    Harlan Zimmerman, Senior Partner, Cevian Capital

    Moderator: Jonathan Guthrie, Head of Lex, Financial Times

  • 2:40pm
    The Big Question: Returns, Regulation and Risk - What does the future hold for ETFs?

    ETFs are now viewed as a critical part of the financial infrastructure, valued at US$4 trillion in assets, compared to US$580 billion in 2006. One of the fastest growing investment products in the world, they have been embraced by investors attracted by their tradability, tax efficiency and seemingly low costs.  As the industry matures and investment markets become more complex, what will drive the next phase of growth?  How should the industry respond to the increased scrutiny of regulators amid questions around how ETFs are supervised, and the extent to which they could present liquidity problems in stressed market conditions?  Which sectors and markets show the greatest potential?  

    Jennifer Choi, Chief Counsel, ICI Global

    Gerry Cross, Director of Policy and Risk, Central Bank of Ireland

    Matthieu Guignard, Global Head of Product Development and Capital Markets, Amundi ETF, Indexing and Smart Beta

    Manooj Mistry, Co-Head of Index Investing, DWS; CEO, Deutsche Asset Management (UK)

    Moderator: Owen Walker, Asset Management Correspondent, Financial Times

  • 3:20pm
    Panel: Breaking Down the Barriers to Long-Term Infrastructure Investment

    With a global spend requirment of US$94 trillion by 2040, according to the G-20 backed Global Infrastructure Hub, infrastructure is a huge market, ripe for private investment. However, despite a growing appetite amongst institutions keen to profit from long-term stable returns with low volatility, a funding gap remains. What steps need to be taken to mobilise great private investment? How can investors evaluate the risks vs the potential returns of green vs brownfield sites across key sectors such as housing, transport, energy and utilities? Where are the most attractive long-term opportunities for infrastructure investment in the UK and Europe, and in developing markets, and what are the most effective structures to access them? What can Governments and public bodies do to address the issues around project, financial and political risks?

    Tara Davies, Member and Head of Infrastructure, Europe, KKR

    Mark Fawcett, Chief Investment Officer, NEST

    Debora Revoltella, Chief Economist, Director – Economics Department, European Investment Bank

    Paul Shantic, Director – Inflation Sensitive, CalSTRS

    Moderator: Attracta Mooney, Investment Correspondent, Financial Times

  • 4:00pm
    Refreshments and networking
  • 4:20pm
    Keynote Interview: Sustainable Investing – Responsibilities, Value and Returns

    Vincent Hamelink, Chief Investment Officer, Candriam

    Interviewed by: Attracta Mooney, Investment Correspondent, Financial Times

  • 4:45pm
    Panel: Has Political Risk Become The Number One Problem For Investors?

    Whether its Brexit negotiations, trade wars, relations with Russia or populism in Europe, there is no doubt that geo-political considerations have taken on ever greater importance in the minds of investors.  This session will explore the impact on market sentiment and confidence across asset classes?  What are the risks markets are most worried about and to what extent are they being priced in?

    Gerard Lyons, Chief Economic Strategist, Netwealth

    Isabelle Mateos y Lago, Managing Director, Chief Multi-Asset Strategist, BlackRock

    Karin von Hippel, Director General, Royal United Services Institute (RUSI)

    Moderator: Gideon Rachman, Chief Foreign Affairs Commentator, Financial Times

  • 5:30pm
    Chairman’s closing remarks followed by networking reception for speakers, delegates and guests

    Owen Walker, Asset Management Correspondent, Financial Times

  • 5:35pm
    Networking 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 paying 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

Why Attend?

  • Hear directly from Europe's Chief Investment Officers and senior portfolio managers on how they are navigating the unpredictable investment landscape
  • Get expert insights on the prospects for fixed income, equity, alternatives, multi-asset investing and more
  • Analyse how asset allocation is changing in the Trump era - how important is diversification and opportunistic investing in this period?
  • Benefit from the very latest insights on which emerging markets are weathering the current volatility
  • With an unrivalled number of institutional investors in the audience, this event offers unparalleled networking in an intimate, knowledge sharing setting




Standard Ticket

£999 + VAT - Available for senior representatives from consultancies and other professional service firms.

Complimentary Tickets 

Reserved exclusively for senior representatives from pension funds and insurance companies etc.


Platinum Sponsors (2)

Candriam is a leading pan-European multi-specialist asset manager with a 20-year track record and a team of more than 500 experienced professionals. Managing about €113 bln AUM at the end of June 2018, Candriam has established management centres in Luxembourg, Paris, Brussels and London, and has experienced client relationship managers covering Continental Europe, the UK, the USA, the Middle East and Australia.

Its investment solutions cover five key areas: fixed income, equities, absolute performance strategies, sustainable investments and advanced asset allocation. Through conviction-driven investment solutions, Candriam has earned a reputation for delivering innovation and strong performance to a long-standing, diversified client base in over 20 countries.

Candriam has been running responsible investment portfolios since 1996. The core of our conviction has always been that investment opportunities and risks cannot be fully evaluated using traditional financial measures alone: to ensure a complete view of each company’s prospects, we need to consider its ESG practices. Over the years we’ve increased our range of SRI capabilities such that today, we provide our investors with the broadest range of SRI portfolios and services in Europe. Using a unique approach to Best-in-Class ESG screening, Candriam covers all the main asset classes and geographic areas, as well as providing dedicated SRI advisory services.

As a responsible asset manager, Candriam became one of the first signatories of the UN Principles of Responsible Investment (PRI) in 2006. The initiative is a partnership between the United Nations and global investors with the goal of promoting and mainstreaming responsible investment practice.

Candriam is a New York Life Company. New York Life Investments ranks among the world's largest asset managers.

EY is a global leader in assurance, tax, transaction and advisory services. The insights and quality services we deliver help build trust and confidence in the capital markets and in economies the world over. We develop outstanding leaders who team to deliver on our promises to all of our stakeholders. In so doing, we play a critical role in building a better working world for our people, for our clients and for our communities.

Gold Sponsors (3)

Amundi is one of the world’s leading asset managers with GBP 1.3 trillion in AUM, including GBP 432 billion for over 150 group and external insurers worldwide.

Amundi has been serving insurance clients in the UK for over 30 years. The team has a strong track record of running portfolios for insurers which prioritise meeting the regulatory restrictions of Solvency II and other regulators, and providing tailor made reporting requirements (with full look through) to clients. 

Amundi’s insurance expertise draw on a dedicated insurance business team, with specialist local UK insurance client and relationship management. The insurance teams span across three locations, the UK & France and Italy, providing a full breath of investment solutions, ranging from bespoke asset solutions to core and liability matching fixed income.

BlackRock helps people around the world, as well as the world’s largest institutions and governments, pursue their investing goals and overcome challenges through:

  • A comprehensive set of innovative solutions
  • Global market and investment insights
  • Sophisticated risk and portfolio analytics

We combine a focus on performance with a deep understanding of the wider challenges our clients face, from rapidly changing markets to increased regulatory and societal demands. The depth of our investment resources means clients benefit from the collective experience of 135 investment teams located in 30 countries, who are closely connected through a common culture and operating platform*. We harness the scale of our infrastructure to maximise investment performance potential, while the breadth of our capabilities allows us to create outcome-based solutions tailored to individual client objectives. As an independent manager we only work for our clients, who have entrusted us with managing $6.317 trillion**, earning BlackRock the distinction of being trusted to manage more money than any other investment firm in the world.

* As of 31 March 2018

** AUM in USD as at 31 March 2018

Capital at risk. All financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. There is no guarantee that a positive investment outcome will be achieved.

SPDR ETFs is the exchange traded fund offering from State Street Global Advisors, part of State Street Corporation. SPDR ETFs offers an array of international and domestic asset classes, providing investors with the flexibility to select investments that are precisely aligned to their investment strategy. Recognized as an industry pioneer, State Street created the first US listed ETF in 1993 and has remained on the forefront of innovation, introducing many ground-breaking products, including first-to-market launches with convertible bonds, multi-asset global infrastructure and a full range of sector ETFs. SPDR ETFs now has more than $620bn AUM globally across 254 funds*.
*Source: Morningstar as at 31 December 2018

Silver Sponsor (1)

DWS Group

DWS Group GmbH & Co. KGaA (DWS) is one of the world's leading asset managers with € 687bn of assets under management (as of 30 Jun 2018). Building on more than 60 years of experience and a reputation for excellence in Germany and across Europe, DWS has come to be recognized by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines.

We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to growth trends. Our diverse expertise in Active, Passive and Alternatives asset management – as well as our deep environmental, social and governance focus – complement each other when creating targeted solutions for our clients. Our expertise and on-the-ground-knowledge of our economists, research analysts and investment professionals are brought together in one consistent global CIO View, which guides our strategic investment approach.

Supporting Partners (2)

FTfm is the touchstone for the global fund management industry. It provides news, trend analysis, interviews, debate and thought leadership to the world's top asset managers and institutional investors, as well as prices.

Distributed every Monday throughout Europe and Asia, with a monthly US edition, it is unique in the market place, delivering focused editorial with a huge distribution.FTfm is read by institutional and professional investors, analysts, traders, C-Suite executives, consultants and other corporates and professionals interested in the global asset management industry.

FTfm is also available online at FTfm's extra online content includes video interviews with industry members; Q&As with key figures; Comment & Opinion, where readers can discuss FT editorial. Readers can also register for the free weekly FTfm email update.

For our advertisers, it provides access to the World's leading asset managers and investors.

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

Media Partners (3)

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

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

The Irish Funds Industry Association (Irish Funds) is the representative body for the international investment funds community in Ireland. Members come from all areas of the industry, includingfund managers, depositaries, administrators, transfer agents, professional advisory firms and other specialist firms.

As the voice of the funds industry in Ireland, Irish Funds:

  • - Represents the industry in discussions with government and agencies
  • - Raises the profile of Ireland's funds industry
  • - Supports the development and training of funds professionals
  • - Provides industry informational resources
  • - Represents the industry internationally

Irish Funds supports the continued development of the industry and raises the profile of Ireland as the location of choice for the domiciling and administration of investment funds.

Savvy Investor is the world’s leading platform for investors’ research – curating, distributing and promoting investment white papers to institutional investors. The site is split into 50 topic sections, with a dedicated section for Institutional Asset Managers.

During registration, which is free, each member specifies the investment topics they are interested in, which enables the site to provide a very personalised experience. With over 20,000 members, Savvy Investor is growing fast. Every month, over 12,000 white papers are downloaded from our site – more than any other platform.


Plaisterers' Hall
1 London Wall
London EC2Y

United Kingdom

Tel: 020 7796 9333



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2017 Photos

Please find photos from the 2017 event here.


Contact Us

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Sponsorship Enquiries
Financial Times
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