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Investment and Asset Management

FT Future of Asset Management Summit

Innovation, Reinvention and Growth

New York |
Speakers include:
Vijay Advani

Vijay Advani

Nuveen, a TIAA company

Timothy  Armour

Timothy Armour

Capital Group

Keith Banks

Keith Banks

Bank of America

Overview

Hosted by the Financial Times, the Future of Asset Management Summit will examine the innovations that are disrupting and reshaping the sector, and the opportunities and risks ahead.  Chaired by senior FT Group editors and commentators, and bringing together decision makers from the world’s leading asset and wealth management firms, this high-level forum will explore and evaluate the critical factors that will define and drive success in the next five to ten years.

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fallback Add to my Calendar 09/18/2019 08:00:0009/18/2019 16:40:00trueFT Future of Asset Management SummitHosted by the Financial Times, the Future of Asset Management Summit will examine the innovations that are disrupting and reshaping the sector, and the opportunities and risks ahead.  Chaired by senior FT Group editors and commentators, and bringing together decision makers from the world’s leading asset and wealth management firms, this high-level forum will explore and evaluate the critical factors that will define and drive success in the next five to ten years.FT-Future-of-Asset-Management-Summitbcaca2e616e376e161da614f34558f39MM/DD/YYYY

Full Overview

Asset and wealth management are on the cusp of unprecedented change.  Global assets under management are estimated to double by 2025 to US$145.4 trillion as consolidation, demographic shifts, an evolving distribution landscape, emerging regulation, and technology advancements revolutionize the business.  To prosper and survive fund managers must adapt, redefine and reinvent, harnessing growth prospects and rethinking traditional business models.

Hosted by the Financial Times, the Future of Asset Management Summit will examine the innovations that are disrupting and reshaping the sector, and the opportunities and risks ahead.  Chaired by senior FT Group editors and commentators, and bringing together decision makers from the world’s leading asset and wealth management firms, this high-level forum will explore and evaluate the critical factors that will define and drive success in the next five to ten years.

How well firms embrace technology including AI, Big Data, and automation will determine the leaders and laggards of the future.  Our agenda will include in-depth discussion on the next stage of the digital adoption cycle, focusing on the cultural shifts, evolving investor expectations and changing competitive dynamics, and the extent to which these are impacting business models.

The FT Future of Asset Management Summit will analyse how investment strategies are changing in response to investor demands for higher returns and great transparency and lower fees.  As product development, distribution channels and investment strategies become more focused on outcomes, our agenda will assess how fund managers can reorganize their business structure – leveraging the efficiencies and knowledge gained in a highly digital environment - to differentiate their capabilities and effectively compete in a new operating landscape. 

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Speakers (25)

Vijay Advani

Vijay Advani

CEO
Nuveen, a TIAA company

Vijay Advani is Chief Executive Officer of Nuveen, the investment management arm of TIAA. Mr Advani is responsible for Nuveen’s strategy, distribution and operations, as well as the investment affiliates that comprise Nuveen's multi-boutique structure. Before joining the firm in 2017, he was Co-President of Franklin Templeton Investments, where in a career of more than 20 years he was responsible for long-term strategic initiatives and the firm’s investment management, trading and global retail and institutional channels. Prior to joining Franklin Templeton, Mr Advani spent 11 years at the World Bank advising governments on developing their financial markets and arranging equity, quasi-equity and debt financing. 

Mr Advani is a member of the Board of Governors of the Investment Company Institute ( ICI), board member at Jumpstart and the U.S. - India Business Council (USIBC), board member of FCLTGlobal and Aaviskaar Intellecap. He is also an advisory board member for The Hive Incubator in Palo Alto, charter member of TiE Silicon Valley and past board member of the U.S. - India Strategic Partnership Forum (USISPF) and the Center for the Advanced Study of India (CASI) at the University of Pennsylvania. Mr Advani is a committee member of the San Francisco-Bangalore Sister City Initiative, member of the India Advisory Committee and Investment Committee at the Santa Clara University (SCU) and former board member of Lok Foundation. He earned a bachelor’s degree from the University of Mumbai and an MBA from the University of Massachusetts Amherst.

Timothy  Armour

Timothy Armour

Chairman and CEO
Capital Group

Timothy D. Armour is chairman and chief executive officer of Capital Group and chairman of the Capital Group Management Committee. He is also an equity portfolio manager. Tim has 36 years of investment experience, all with Capital Group. Earlier in his career, as an equity investment analyst at Capital, he covered global telecommunications and U.S. service companies. Tim began his career at Capital as a participant in The Associates Program. He holds a bachelor’s degree in economics from Middlebury College. Tim is based in Los Angeles.

Keith Banks

Keith Banks

Vice Chairman of Global Wealth and Investment Management, Head of Investment Solutions Group (ISG)
Bank of America

Keith Banks is Vice Chairman at Bank of America and head of the Investment Solutions Group (ISG) which encompasses the company’s Chief Investment Office, Alternative Investments, Capital Markets and the products and platforms supporting Merrill, Bank of America Private Bank (formerly known as U.S. Trust), and Retirement & Personal Wealth Solutions. Prior to being named vice chairman in 2017, Banks served as president of U.S. Trust for nine years.

Mr Banks is a board member of the Bank of America Charitable Foundation, and serves on Bank of America’s Chief Executive Officer’s Management Committee, as well as the Environmental, Social and Governance (ESG) Committee. Previously, he was a member of the Global Diversity & Inclusion Council.

During his career at Bank of America, he has also served as president of the Global Wealth & Investment Management division and president and CIO of Columbia Management. He joined Bank of America in 2004, following FleetBoston Financial’s merger with the company. Prior to this, Banks held the roles of CIO and CEO of FleetBoston Financial’s asset management organization.

Prior to joining FleetBoston in 2000, Mr Banks was a managing director and head of U.S. equity for JP Morgan Investment Management. During his 16-years at JP Morgan, he also served as global head of equity research, head of U.S. equity research and as a portfolio manager and equity research analyst for the chemical and textile industries. Banks began his investment career as an equity analyst at Home Insurance in 1981.

Mr Banks earned his bachelor’s degree in economics with high honors and Phi Beta Kappa from Rutgers University, and his MBA in finance from Columbia Business School. He is a Chartered Financial Analyst. He is a member of the Rutgers Board of Governors, sits on the Hackensack Meridian Health Board of Trustees, Board of Advisors of Columbia University Medical Center and Columbia Business School Board of Overseers. He is also a member of the Board of Directors of Lincoln Center.

Kate Burke

Kate Burke

Chief Administrative Officer
AllianceBernstein

Kate Burke is the Chief Administrative Officer of AllianceBernstein, responsible for overseeing Finance, Legal, Compliance, Internal Audit, Human Capital, Corporate and Information Security, Operations and Technology. Ms Burke was previously Head of Human Capital and Chief Talent Officer, and has more than two decades of financial services and consulting industry experience. She joined the firm’s Sell Side team in 2004 in institutional sales. Through her leadership experience, she later became Senior Vice President and Managing Director, overseeing institutional sales teams in the Midwest, New York and Canada. Prior to joining the firm, Ms Burke was a manager at A.T. Kearney, where she led client cross-divisional organizational development programs. Ms Burke holds a BA in Economics from College of the Holy Cross and an MBA from Kellogg School of Management at Northwestern University.

Isaac    Chang

Isaac Chang

Managing Director and Global Head of Trading
AQR

Isaac Chang is a Managing Director and Global Head of Trading at AQR. In this role, he oversees the firm’s trading operations across all asset classes and regions. Prior to AQR, Mr Chang was the Global Head of Fixed Income, Currencies and Commodities at KCG, where he was responsible for all aspects of automated trading for the division. Previously, he spent nearly 12 years at Goldman Sachs, most recently as a Managing Director in Interest Rate Products focused on Electronic Trading.  He began his career in the Risk Management and Analytics group at BlackRock. He currently serves as Vice-Chair of the MFA Trading and Markets Committee, on the CFTC Market Risk Advisory Committee (MRAC), the Nasdaq Institutional Traders Advisory Council (ITAC), and the CBOE Institutional Advisory Committee (ITC).   Previously, he was a member of the Treasury Borrowing Advisory Committee (TBAC).  Isaac earned a B.S.E. in Computer Science from Princeton University and an M.B.A. from New York University’s Stern School of Business, where he was a Glucksman Research Fellow.

Maya  Chorengel

Maya Chorengel

Managing Partner
The Rise Fund

Maya Chorengel is a Managing Partner of The Rise Fund, managed by TPG Growth. TPG Growth is the $14B global growth equity and middle market buyout platform of global alternative asset firm TPG. In 2016, Ms. Chorengel was among a group of partners who led the formation of The Rise Fund, a global impact investing fund with $2.1 billion under management.

Prior to joining TPG, Ms. Chorengel co-founded Elevar Equity, a leading impact venture capital firm with a track record of top quartile financial returns and meaningful impact on over 20 million low-income households in Asia and Latin America.  Prior to Elevar, she was Managing Director of the Dignity Fund, a private investment fund focused on local currency debt financing for high-growth microfinance institutions globally. And prior to the Dignity Fund, Maya was at Warburg Pincus, based in their New York, Hong Kong and Menlo Park offices, investing in growth companies in a variety of industries. She first worked as an investment banker at James D. Wolfensohn, Incorporated (New York) and Morgan Stanley (Hong Kong and Singapore).

She serves as a Director of Varo Money, Kiva, GloboKasNet, and Nithio. She also serves on the Advisory Boards of the Harvard Business School Social Enterprise Initiative and CASE i3 at Duke University. She recently co-authored a Harvard Business Review article entitled “Calculating the Value of Impact Investing.”

Ms. Chorengel earned an A.B. in Social Studies, Phi Beta Kappa, magna cum laude, from Harvard College and an M.B.A. from Harvard Business School.

Marty Flanagan

Marty Flanagan

President and CEO
Invesco

Martin L. Flanagan is President and Chief Executive Officer of Invesco, a position he has held since August 2005. He is also a member of the Board of Directors of Invesco and serves as a Trustee and Vice Chairman of the Invesco Funds.

Mr. Flanagan joined Invesco from Franklin Resources, Inc., where he was president and co-chief executive officer from January 2004 to July 2005. Previously, he had been Franklin’s copresident from May 2003 to January 2004, chief operating officer and chief financial officer from November 1999 to May 2003, and senior vice president and chief financial officer from 1993 until November 1999. Mr. Flanagan served as director, executive vice president and chief operating officer of Templeton, Galbraith & Hansberger, Ltd. before its acquisition by Franklin in 1992. Before joining Templeton in 1983, he worked with Arthur Andersen & Co.

Mr. Flanagan earned a BA degree and a BBA from Southern Methodist University (SMU). He is a Chartered Financial Analyst® (CFA) charterholder and a Certified Public Accountant (CPA). He serves on the Board of Governors and as a member of the Executive Committee for the Investment Company Institute, and is a former chairman. He also serves as a member of the Executive Board at the SMU Cox School of Business and is involved with a number of civic activities in Atlanta.

Margaret  Franklin, CFA

Margaret Franklin, CFA

Incoming President and CEO
CFA Institute
Nili  Gilbert

Nili Gilbert

Co-Founder and Portfolio Manager
Matarin Capital Management

Nili Gilbert is Co-Founder and Portfolio Manager of Matarin Capital, managing equity strategies for institutional clients. Matarin has been recognized as a performance leader and as a thought leader, with its research cited in such publications as The Wall Street Journal and Barron’s. Nili is a regular contributor on CNBC television, as well. 

Ms Gilbert received her BA from Harvard University, graduating magna cum laude in a Special Concentration in Economics and Social Studies, and her MBA in Finance from Columbia Business School, where she was a Toigo Fellow. She is both a CFA and CAIA Charterholder.

She has been honored as a World Economic Forum Young Global Leader, on Bloomberg BusinessWeek’s list of 20 people who are “Ones to Watch” for 2019, as Entrepreneur of the Year by the National Association of Securities Professionals, with the Toigo Foundation’s Bridge to Business Award, and by 100 Women in Hedge Funds as a Chartered Alternative Investment Analyst Scholar.

Ms Gilbert is a Board Member and Chairwoman of the Investment Committees of the David Rockefeller Fund and the Synergos Institute. She is both a life member of the Council on Foreign Relations, and a member of the Economic Club of New York. Prior to founding Matarin, she was Senior Director and Senior Research Analyst at Invesco, working in both New York City and Frankfurt, Germany, with responsibility for development of the firm’s global multi-asset models.

Yie-Hsin  Hung

Yie-Hsin Hung

CEO
New York Life Investment Management

Yie-Hsin Hung is Chief Executive Officer of New York Life Investment Management (NYLIM), New York Life’s $325 billion multi-boutique third-party asset management business, a role she has held since 2015. As CEO, she is responsible for all aspects of her global business, which spans ten specialist investment management boutiques in the U.S., Europe, Asia and Australia, and a diversified U.S. mutual fund and ETF operation. During her tenure, Ms Hung led NYLIM to achieve a three-fold increase in assets under management. She accomplished this through a combination of geographic expansion, organic initiatives and acquisitions while staying true to her overall vision of bringing together the entrepreneurial energy of NYLIM’s boutiques with New York Life’s unsurpassed financial strength and long-term orientation.

Ms Hung is a member of New York Life’s 10-person Executive Management Committee (EMC), which advises New York Life’s Chairman and CEO on the firm’s policy and strategy. She is also the highest-ranking woman operating executive at New York Life. Ms Hung joined the firm in 2010 from Bridgewater Associates, with more than 20 years of industry experience. Prior to that, she led Morgan Stanley Investment Management’s strategic acquisition activities and private equity and hedge fund businesses while serving on its Management Committee. She began her career at Morgan Stanley in real estate investment banking.

In 2019, Ms Hung was named Person of the Year by Markets Media and was one of 25 women recognized by Women on Wall Street. She has the honor of giving the convocation address to Northwestern’s undergraduate engineering class and being one of three recipients of a Distinguished Alumni Award from the university later this year. In 2018, she was selected by American Banker as one of the 25 Most Powerful Women in Finance, the second consecutive year she has received this award. She was also presented the 2018 North American Industry Leadership Award by 100 Women in Finance. Ms Hung is a member of the Board of Governors of the Investment Company Institute and chair of its upcoming General Membership Meeting, as well as a participant in the U.S. Institute Asset Management CEO Roundtable. She serves on the non-profit boards of Next for Autism and the New England Center for Children, reflecting her commitment to children and adults with autism.

Yie-Hsin earned her MBA from Harvard University and Bachelor’s Degree in Mechanical Engineering from Northwestern University.

Taimur  Hyat

Taimur Hyat

COO
PGIM

Taimur Hyat is the Chief Operating Officer for PGIM. PGIM manages public equity, public fixed income, private fixed income, real estate and alternative strategies for a broad array of institutional and retail clients. Mr. Hyat has global oversight for Strategy, Technology, Marketing and Communications across PGIM. He also oversees the Institutional Advisory & Solutions group, which provides portfolio-level advice to institutional clients globally.

Mr. Hyat joined PGIM from Credit Suisse Asset Management, where he was global Head of Strategy & Product Development, as well as a member of the Operating Committee. Prior to Credit Suisse, he was Head of Joint Ventures and Americas Strategy for Lehman Brothers. Earlier in his career he was an associate partner at McKinsey & Company in New York.

Mr. Hyat received a Ph.D. in Economics from Oxford University, where he was also a Lecturer in Economics at St John's College.

Eric  Johnson

Eric Johnson

President, Global Investment Markets
DFIN

Eric Johnson is the President of the Global Investment Markets business for DFIN, leading the organization’s business and sales strategy and market segment execution.

Eric has served the financial service for more than 25 years, starting his career at Ernst & Young. His responsibilities with DFIN include sales strategy, business development, market positioning, and client success for the Investment Markets business on a global basis. He has demonstrated leadership, relentless focus on results, and passion for driving innovative technology solutions in the financial services segment throughout his career.

Eric received a BA in Accounting and Finance from Gettysburg College and his Masters of Management in Business Administration from Penn State University. His passion outside of work involves youth sports organizations where he serves on local community boards on a volunteer basis.

Jennifer  Johnson

Jennifer Johnson

President and COO
Franklin Templeton

Jenny Johnson is president and chief operating officer of Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton. Ms. Johnson oversees the majority of investment management and all related investment management support services. She is also responsible for Franklin Templeton's global retail and institutional distribution efforts, including product development. In addition, Ms. Johnson oversees client service, fund administration, global technology including fintech and data science initiatives, and the company's high net worth business, Fiduciary Trust Company International. She is also a member of Franklin Resources' executive committee, a small group of the company's top leaders responsible for shaping the firm's overall strategy.

Ms. Johnson joined the company in 1988 and previously held the role of co-president. She is an officer of Franklin Resources, Inc. and serves as a director of Fiduciary Trust Company International and several other subsidiaries of Franklin Resources, Inc.

Ms. Johnson has been named one of Money Management Executive’s Top Women in Asset Management and was chosen by her peers as one of Ignites' Most Influential Women in Fund Management. She is a recipient of the Robert L. Gould Award presented by global investment management association NICSA, which recognizes outstanding achievement in helping the mutual fund industry better serve investors through customer service, thought leadership and technology. She has also been recognized by the San Francisco Business Times as one of the Most Influential Women in Bay Area Business. Ms. Johnson is a frequent speaker at industry conferences, notably on the topics of leadership, technology and innovation.

Ms. Johnson earned her B.A. in economics from the University of California at Davis. She is a trustee at Crystal Springs Uplands School and a board member of the Lucile Packard Children's Hospital.

Jed  Laskowitz

Jed Laskowitz

YouInvest CEO
J.P. Morgan Asset & Wealth Management (AWM)

Jed Laskowitz is CEO of YouInvest for J.P. Morgan Asset & Wealth Management (AWM). Based in New York, he is responsible for delivering the firm’s digital and data- driven investment solutions across all lines of business. To this end, he oversees AWM’s Digital Wealth Management, Digital Investment Solutions, and Data Science teams.

Mr Laskowitz is a member of the Asset & Wealth Management Operating Committee, the Asset Management Operating Committee, and the Wealth Management Operating Committee.

An employee since 1996, he previously served as co-Head of Asset Management Solutions, where he managed the firm's Multi-asset Solutions, Institutional Solutions and Advisory, and Retirement Solutions businesses. Prior to this, he served as CEO of Asset Management’s Asia Pacific business and Head of the U.S. mutual funds group.

Mr Laskowitz holds a B.A. from Ithaca College, a J.D. with honors from Brooklyn Law School, and is a member of the New York State Bar. He is a member of the Northwell Cohen Children’s Medical Center Circle Committee and actively engaged with the New York Road Runners organization.

Ravit  Mandell

Ravit Mandell

Chief Data Scientist
J.P. Morgan Asset & Wealth Management (AWM)

Ravit Mandell is Chief Data Scientist for the DataLAB within Intelligent Digital Solutions. Based in New York, she is responsible for delivering big data and deep learning solutions across Asset and Wealth Management. An employee since 2010, Ms Mandell was previously in our Corporate and Investment Bank as the Head of the Quantitative Market Making and Swap Trading desk, where she led macro market strategy, the Strategic Investments Portfolio, ‘Big Data’ analytics, and market structure initiatives. Prior to JP Morgan, Ms Mandell was at Citibank, where she served in various roles including Global Head of North America Rates Trading and Rates Structuring. She majored in Mathematics and Physics at Tel-Aviv University in Israel, and earned a Ph.D. in Mathematical Physics - String Theory from Columbia  University.  Prior to university, Ms Mandell was in the Israeli Air Force – Electronics and Computers Unit.

Judy  Marlinski

Judy Marlinski

President
Fidelity Institutional Asset Management

Judy Marlinski is president of Fidelity Institutional Asset Management® and brings more than 30 years of investment experience to the role.

Fidelity Institutional Asset Management® is Fidelity’s distribution and client service organization dedicated to meeting the needs of consultants and institutional investors, such as defined benefit and defined contribution plans, endowments, and financial advisors. It has $671 billion in assets under administration and more than 500 institutional and 50,000 financial advisor clients,1 and serves some of the largest institutional investors in the world.

Previously, Ms. Marlinski was head of Investment Product Solutions and Innovation, with responsibility for product strategy, development, management, and advocacy for Fidelity’s investment lineup. From 2011 to 2016, Ms. Marlinski
was president of Fidelity International Japan, which had nearly $60 billion of assets under management. Ms. Marlinski’s overseas career at Fidelity International began in 2003 when she moved to Japan for the role of chief operating officer, Investment Management. In 2006, she became head of Product Management, where she led Fidelity to become the largest foreign retail asset manager in Japan. Ms. Marlinski joined Fidelity in 1986.

Ms. Marlinski received a bachelor of science degree in business management and marketing from Cornell University, and earned her M.B.A. with honors from Boston University. She was a member of the Management Investor Forum of
Japan’s Ministry of Economy, Trade and Industry; the U.S.-Japan Council Business Advisory Board; and the President’s Council of Cornell Women. Ms. Marlinski was named one of the “25 Most Influential Women in Asset Management” by Asian Investor magazine in 2014.

Christina  Qi

Christina Qi

Co-Founder and Partner
Domeyard

Christina Qi serves as Co-Founder and Partner at Domeyard LP, a hedge fund known for its focus on high frequency trading. Christina leads the millennial revolution in the financial industry, founding Domeyard back in her college days with 1000 in savings. Domeyard closed its Series C in 2017 and trades up to $1 billion USD per day. Her company’s story has been featured on the front page of Forbes and Nikkei, and quoted in the Wall Street Journal, Bloomberg, CNN, NBC, and the Financial Times. Ms Qi is a contributor to the World Economic Forum’s research on AI in finance. She brings experience in investment management, sales and trading, derivatives operations, and technology across Goldman Sachs, UBS Securities, Zions Bank, and MIT Lincoln Labs. She is a visiting lecturer at MIT, within Nobel Laureate Robert Merton’s “Retirement Finance” class since 2014 and teaches her case on HFT at Harvard Business School.

Ms Qi sits on the Board of Directors of The Financial Executives Alliance (FEA) Hedge Fund Group, Invest in Girls, the MIT Sloan Boston Alumni Association (MIT SBAA), the U.S. Non-Profit Boards Committee of 100 Women in Finance, and the
Scholarship Committee of the Chartered Alternative Investment Analyst (CAIA) Association. Her work in HFT earned her a spot on the Forbes 30 Under 30 and Boston Business Journal 40 Under 40 lists. She holds an S.B. in Management Science from MIT and is a CAIA Charterholder.

Jean  Raby

Jean Raby

CEO
Natixis Investment Managers

Jean Raby is CEO of Natixis Investment Managers and a member of the senior management committee of Natixis. He joined Natixis in 2017 and leads the firm’s asset and wealth management businesses.

Before joining Natixis, Mr. Raby served as chief financial officer of SFR (2016), an integrated media/telecom operator in France. Prior to that he served as executive vice president and chief financial and legal officer for Alcatel-Lucent, the global telecom equipment manufacturer (2013 – 2016). He previously worked in Goldman Sachs' investment banking division for 16 years (1996 – 2012), where he rose to become a partner of the firm in 2004 and CEO of the division for France, Belgium and Luxembourg and head of the firm's Paris office in 2006 before becoming co-CEO of Goldman Sachs in Russia in 2011. He began his career in 1989 as a corporate lawyer with Sullivan & Cromwell in New York and Paris.

Mr. Raby earned a Bachelor of Laws degree (LLB) from Université Laval in Canada, a master's degree in international relations (MPhil) from the University of Cambridge in the UK, and a Master of Laws degree (LLM) from Harvard Law School in the US. He is a member of the New York Bar. He sits on the board of SNC Lavalin, the Canadian engineering group, and on the board of Université Laval (Canada).

Emmanuel  Roman

Emmanuel Roman

CEO
PIMCO

Emmanuel Roman is PIMCO's chief executive officer and a managing director of the firm. As CEO, he serves on PIMCO’s Executive Committee and has executive oversight of the firm’s client and business areas, including broad strategy-setting and resource management. Prior to joining PIMCO in 2016, Mr. Roman was CEO at Man Group PLC, one of the world’s largest publicly traded alternative asset managers and a leader in liquid, high-alpha investment strategies. Previously, he was chief operating officer at Man Group from 2010–2013, and co-chief executive officer at GLG Partners, Inc., prior to the firm’s acquisition by Man Group in 2010. Earlier in his career, he was with Goldman Sachs for 18 years, serving as co-head of worldwide global securities and co-head of the European services division. He has served as a trustee of the Hedge Fund Standards Board Ltd. as well as a trustee of the Paris Review of Books, the Royal Marsden NHS Foundation Trust, the Tate Foundation and the University of Chicago. He has 30 years of investment experience and holds an MBA in finance and econometrics from the University of Chicago and a bachelor's degree from the University of Paris IX Dauphine.

Michelle  Seitz

Michelle Seitz

Chairman and CEO
Russell Investments

Michelle Seitz is Chairman and Chief Executive Officer of Russell Investments. She is passionate about solving clients’ needs and about purpose-driven leadership. With more than 30 years of experience in asset management, Ms Seitz previously spent 22 years with William Blair, 16 of which were on the firm’s executive committee and as head of William Blair Investment Management (WBIM), which had more than $70 billion in AUM under her leadership. Prior to leading WBIM, she led the firm’s private wealth management business. Her previous experience also includes senior portfolio management roles with WBIM, Concord Investment Company and NationsBank. She obtained her Chartered Financial Analyst (CFA) designation in 1990.

Michael  Spellacy

Michael Spellacy

Capital Markets Industry Managing Director and Global Capital Markets Practice Lead
Accenture

Michael Spellacy is Accenture's senior managing director for Capital Markets, responsible for the industry group's overall vision and strategy, investment priorities and supporting network of alliance partners.

With 25 years of experience in the capital markets industry, Mr. Spellacy has been a leader, investor and advisor, offering insight and advice to boards and c-suite executives. He has implemented complex global business agendas with bottom-line results ranging from $1B in revenue to $2B in cost-improvement.

Mr. Spellacy joined Accenture in 2017 to lead the company’s global Wealth Management and Asset Management businesses. Prior to joining Accenture, Mr. Spellacy was a senior partner of Asset Management and global leader of Wealth Management at PwC. Before PwC, he was a partner at Broadhaven Capital, responsible for leading the firm’s strategy and corporate governance services for investment banking clients. He has also held leadership roles at Bridgewater Associates and the Boston Consulting Group.

Mr. Spellacy has been recognized as a member of the Global 100 Irish Business Leaders and has been cited in leading industry publications. He has degrees in Economics from the London School of Economics and an MBA in Corporate Strategy and International Management from University of Hartford. He has also undertaken advanced professional training at the California Institute of Technology. Mr. Spellacy is based in New York.

Cyrus Taraporevala

Cyrus Taraporevala

President and CEO
State Street Global Advisors

Cyrus Taraporevala is president and chief executive officer of State Street Global Advisors, the investment management arm of State Street Corporation and a global leader with $2.5 trillion in assets under management. He is also a member of State Street Corporation’s Management Committee, the company’s most senior strategy and policy-making team.

Prior to this role, Mr Taraporevala was Head of the Global Institutional Group at State Street Global Advisors, responsible for leading the global client-facing, product and marketing teams delivering State Street Global Advisors’ capabilities to institutional investors around the world. He has more than 28 years of experience in asset management. Prior to joining State Street Global Advisors in 2016, he led Fidelity Investments' Retail Managed Accounts and Life Insurance & Annuities businesses.

Mr Taraporevala joined Fidelity from BNY Mellon Asset Management, where he was Head of North American Distribution. Previously, he helped to oversee Legg Mason's institutional business, directed business strategy for Citigroup Global Investment Management, and was a partner in the Financial Institutions practice of McKinsey & Company, based in New York and Copenhagen in the course of his 14 years at the management consulting firm.

He received his Bachelor's degree from Sydenham College, University of Bombay and his MBA from Cornell University's Johnson Graduate School of Management. He serves as a board member of The Trustees of Reservations, a Massachusetts-based non-profit conservation organization.

Arnaud  Tesson

Arnaud Tesson

US Asset Management Practice Leader
Egon Zehnder

Arnaud Tesson, based in Boston, leads Egon Zehnder's U.S. Asset Management Practice and helps clients navigate that industry's ongoing transformation through executive recruiting and leadership advisory. He is also active in the firm's Board Advisory Practice, counseling clients on CEO succession, board recruiting, and board effectiveness.

Prior to joining Egon Zehnder, Mr Tesson held various management roles at Capital One, including Country Manager for France and Director of Marketing and Analysis for several business lines in the U.S. and internationally.

Earlier, he was a consultant at Bain & Company, based in Boston and Hong Kong, advising financial services, retail, and high-tech clients on strategy. He began his career as an investment banker in Paris and London.

Mr Tesson earned degrees in business administration from Paris Dauphine University and in economy and finance from the Paris Institute of Political Studies (Sciences Po), as well as an MBA from the Tuck School of Business at Dartmouth College. He is passionate about preserving our environment and serves on the Board or Overseers of the New England Aquarium. 

George Walker

George Walker

Chairman and CEO
Neuberger Berman

George Walker is the Chairman and Chief Executive Officer of Neuberger Berman, a private, independent employee-owned investment manager founded in 1939. The firm manages $304 billion of equities, fixed income, private equity and hedge fund portfolios for global institutions, advisors and individuals. With offices in 22 countries, Neuberger Berman has been named by Pensions & Investments as a Best Place to Work in Money Management, finishing first or second each of the last five years.

Prior to Neuberger Berman re-emerging as an independent firm in 2009, Mr Walker was Global Head of the Investment Management Division at Neuberger Berman's former corporate parent, Lehman Brothers. Previously, he spent 14 years at Goldman Sachs where he was a Partner and a member of the firm’s Partnership Committee. Mr Walker’s additional Board Service includes: Local Initiatives Support Corporation, the Partnership for New York City and Grace Church School. He earned a BA, BS and MBA from the University of Pennsylvania.

Mark  Wiedman

Mark Wiedman

Senior Managing Director, Head of International and of Corporate Strategy
BlackRock

Mark Wiedman, Senior Managing Director, is Head of International and of Corporate Strategy. He is a member of BlackRock's Global Executive Committee. He is responsible for BlackRock's businesses in Europe and Asia Pacific and for global marketing. He is charged with helping to shape the firm's strategy and align resources, talent, and operating plans to serve clients and drive growth.

He joined BlackRock in 2004 to help start what became the Financial Markets Advisory Group. This group advises financial institutions and central banks on capital markets exposures. From 2011 to 2019, Mr. Wiedman was Global Head of iShares and Index Investments.

Before BlackRock, he was Senior Advisor to the Under Secretary for Domestic Finance at the U.S. Treasury and a management consultant at McKinsey & Company. He has taught law at Renmin University in Beijing and lectured on finance at Princeton, Stanford, and Yale.

Mr. Wiedman led BlackRock's 2008 sponsorship of Penny Mac, a U.S. mortgage lender and servicer, and served on its public board from 2013-2019 . He earned an AB degree, Phi Beta Kappa, magna cum laude, in Social Studies from Harvard College in 1992, and a JD degree from Yale Law School in 1996.

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FT Group Hosts (5)

Robin Wigglesworth

Robin Wigglesworth

Global Finance Correspondent
Financial Times

Robin Wigglesworth is the FT’s global finance correspondent, covering investing, markets, finance and economic issues around the world. He was previously the US markets editor, capital markets correspondent, and Gulf correspondent. Before joining the FT in 2008, Mr Wigglesworth covered the Nordic economies, politics, bond and currencies for Bloomberg News. He has an MA in History of International Relations from the London School of Economics, a BA in Journalism and Contemporary History from City University, and studied Economics at the Oslo School of Management. 

Hannah Glover

Hannah Glover

Group Managing Editor
Money-Media

Hannah Glover is a Group Managing Editor at Money-Media, overseeing several asset management and governance titles including Ignites, FundFire, BoardIQ, Agenda, Financial AdvisorIQ, Ignites Europe and Ignites Asia. She joined the FT Specialist unit as a reporter in 2007 and has worked as managing editor at Ignites and sister publication GatekeeperIQ. Prior to covering the world of asset management, she worked as a legislative investigator for the New York City Council and as a reporter at the Meriden, Conn. Record-Journal.

Gillian Tett

Gillian Tett

Chair, Editorial Board, and Editor-at-large, US
Financial Times

Gillian Tett is Chair, Editorial Board, and Editor-at-large, US at the Financial Times. She previously served as US Managing Editor, leading the Financial Times’ editorial operations in the region across all platforms. She writes weekly columns for the FT, covering a range of economic, financial, political and social issues throughout the globe. Ms Tett served as Assistant Editor, US Managing Editor from 2010 to 2012, and prior to this Assistant Editor responsible for the FT’s markets coverage. Other roles at the FT have included Capital Markets Editor, Deputy Editor of the Lex column, Tokyo Bureau Chief, Tokyo Correspondent, London-based economics reporter and a reporter in Russia and Brussels.

In 2014, she was named Columnist of the Year in the British Press Awards and also received the Royal Anthropological Institute Marsh Award. She is the author of The Silo Effect: Why Putting Everything In Its Place Isn't Such A Bright Idea (Simon & Schuster, 2015), New York Times bestseller Fool’s Gold: How Unrestrained Greed Corrupted a Dream, Shattered Global Markets and Unleashed a Catastrophe (Little Brown, UK and Simon and Schuster, US, 2009), and Saving the Sun: A Wall Street Gamble to Rescue Japan from Its Trillion Dollar Meltdown (Harper Collins, 2003). Before joining the FT in 1993, Ms Tett was awarded a PhD in Social Anthropology from Cambridge University, where she also earned her Bachelor’s degree.

Dervedia Thomas

Dervedia Thomas

Associate Editor
FundFire

Dervedia Thomas is an Associate Editor at FundFire, also covering asset management operations and technology. Before joining Money-Media, she was the editor of Fund Action, which covers mutual funds, exchange-traded funds, and asset management business strategy and regulation. She is a graduate of Columbia University’s Graduate School of Journalism and holds a BS in Marketing from South Carolina State University. 

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. 

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Agenda - 18th Sep

  • 8:00am
    Registration and refreshments
  • 8:50am
    Chair’s opening remarks

    Robin Wigglesworth, Global Finance Correspondent, Financial Times

  • 9:00am
    Opening Keynote: Asset management 10 years from now

    A prediction into the trends that will alter the trajectory of the funds industry in the years ahead. 

    Cyrus Taraporevala, President and CEO, State Street Global Advisors

  • 9:30am
    Leaders’ Dialogue: A vision for future growth
    • How can fund managers remain relevant in the digital age and what steps will they need to take to survive, prosper and effectively compete in an evolving industry? Will technology disintermediate traditional managers?
    • How can the business become more agile to respond to fee and margin pressures, new entrants, and rising regulatory burdens?
    • Outlook for the sector – is there scope for optimism? 

    Eric J. Johnson, President, Global Investment Markets, DFIN
    Jennifer Johnson, President and COO, Franklin Templeton
    Jean Raby, CEO, Natixis Investment Managers
    George Walker, Chairman and CEO, Neuberger Berman

    Moderated by: Robin Wigglesworth, Global Finance Correspondent, Financial Times

  • 10:20am
    Networking break
  • 10:50am
    Technological Shifts: Do or die
    • How can the investment industry maximize the full potential of the technological revolution, while managing the risks?
    • Faced with the challenge of doing more with less, how can asset managers leverage the benefits and associated cost savings of AI, data analytics and increased automation, especially within compliance, trading, sales and distribution?
    • Which tech advances should traditional asset managers prioritize?
    • The argument for collaboration: will partnerships and M&A deals with tech firms become the new norm?

    10 min framer: Michael Spellacy, Capital Markets Industry Managing Director and Global Capital Markets Practice Lead, Accenture

    Discussion:
    Jed Laskowitz, CEO of YouInvest, J.P. Morgan Asset & Wealth Management (AWM)
    Judy Marlinski, President, Fidelity Institutional Asset Management
    Michael Spellacy, Capital Markets Industry Managing Director and Global Capital Markets Practice Lead, Accenture
    Moderated by: Owen Walker, Deputy Editor of FTfm and Asset Management Correspondent, Financial Times 

  • 11:30am
    Workforce of the Future: What skills are critical in tomorrow’s environment?
    • How have hiring expectations changed? What skills are required when hiring that were not sought previously?
    • What training and upskilling efforts are required to prepare the existing workforce for the future?
    • How can tech and talent complement one another?

    Kate Burke, Chief Administrative Officer, AllianceBernstein
    Taimur Hyat, COO, PGIM
    Arnaud Tesson, US Asset Management Practice Leader, Egon Zehnder

    Moderated by: Owen Walker, Deputy Editor of FTfm and Asset Management Correspondent, Financial Times

  • 12:00pm
    Moral Money Live: Unleashing your Inner Activist - How asset managers may change the world

    Maya Chorengel, Managing Partner, The Rise Fund
    Margaret Franklin, CFA, Incoming President and CEO, CFA Institute
    Nili Gilbert, Co-Founder and Portfolio Manager, Matarin Capital Management
    Hosted by: Gillian Tett, Chairman, Editorial Board, and Editor-at-large, US, Financial Times

  • 12:30pm
    Diversity and Inclusion – Why is it important to the future of asset management?
    • What is the impact of diversity on organizational performance and competitiveness?
    • Why is it critical to develop diverse talent and what are the challenges to doing it effectively?
    • What is being done to make investment management careers more appealing to women and minorities?

    Yie-Hsin Hung, CEO, New York Life Investment Management
    Michelle Seitz, Chairman and CEO, Russell Investments
    Interviewed by: Dervedia Thomas, Associate Editor, FundFire

  • 12:50pm
    Lunch
  • 1:50pm
    Fireside Chats: Long-term priorities in an age of disruption, cost cutting and uncertainty

    Dwindling fees continue to be a major CEO concern. Where can growth be found if fees continue to go down? Are alternatives the future? This session interviews key leaders on the long-term strategies and investments being prioritised to remain competitive. 

    Survival of the fittest – the critical role of scale, consolidation and diversification
    Martin Flanagan, President and CEO, Invesco
    Interviewed by: Hannah Glover, Group Managing Editor, Money-Media

    The role of active management for the sceptics - impact of technology in future decision-making
    Emmanuel Roman, CEO, PIMCO
    Interviewed by: Hannah Glover, Group Managing Editor, Money-Media

    Knowns and unknowns: where clients and markets are headed in the next five years
    Mark Wiedman, Senior Managing Director, Head of International and of Corporate Strategy, BlackRock
    Interviewed by: Hannah Glover, Group Managing Editor, Money-Media

     ...…followed by a Q&A session with the audience

  • 2:45pm
    INNOVATION PERSPECTIVES: SEARCHING FOR VALUE

    Case studies and interviews on the impact and opportunities created by technological advances will take place between 2:50 pm - 3:35 pm 

    Hosted by: Owen Walker, Deputy Editor of FTfm and Asset Management Correspondent, Financial Times

  • 2:50pm
    Leveraging big data

    As operations become more complex, what can be learned from the vast amounts of collected markets data? Can non-traditional information sources drive new insights? How are fund managers verifying their data and making sure it means something?

    Ravit Mandell, Chief Data Scientist, J.P. Morgan Asset & Wealth Management (AWM)

  • 3:05pm
    Expanding AI capabilities

    What parts of the business are realistically ready for AI related transformation? Where does it make the most sense to start? Which capabilities and initiatives will offer the most ROI? And how can AI be leveraged to achieve operational efficiencies and extend distribution models. 

    Vijay Advani, CEO, Nuveen

  • 3:20pm
    Automated trading

    Using algorithms to spot patterns in the market and speed up trading. Can central banks effectively monitor structural changes and ex post event analysis in this fast environment? 

    Isaac Chang, Managing Director and Global Head of Trading, AQR
    Christina Qi, Co-Founder and Partner, Domeyard

  • 3:35pm
    Keynote interview: What Matters Most to Investors

    What do investors care about? As the industry and its customers are surrounded by reminders of short-term markets noise, how can they move away from a strategy of immediate returns to a longer-term – and more sustainable - outlook? And is this realistic in a highly competitive market? 

    Timothy Armour, Chairman and CEO, Capital Group
    Interviewed by: Robin Wigglesworth, Global Finance Correspondent, Financial Times

  • 4:05pm
    Opinion: How will distributors work with asset managers in the future?

    Keith Banks, Vice Chairman of Global Wealth and Investment Management, Head of Investment Solutions Group (ISG), Bank of America
    Interviewed byHannah Glover, Group Managing Editor, Money-Media

  • 4:25pm
    Closing Summation: The good, the bad and the learnings

    FT Group chairs will share and provide an opinion on the summit highlights and key takeaways.

    Hannah Glover, Group Managing Editor, Money-Media
    Dervedia Thomas, Associate Editor, FundFire
    Owen Walker, Deputy Editor of FTfm and Asset Management Correspondent, Financial Times
    Moderated by: Robin Wigglesworth, Global Finance Correspondent, Financial Times

  • 4:35pm
    Summit concludes

Why Attend?

  • The summit will gather senior representatives from top US fund managers and financial advisors
  • Chaired exclusively by senior FT Group journalists, asking the key questions on the trends shaping and disrupting the industry
  • Case study insights from leading minds within asset management who are innovating key operations and processes
  • High level influential speakers and disruptors sharing their insights on what the sector will look like in the next 5 to 10 years
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Who Attends?

The Summit will bring together C-suite, heads of departments and other senior-level executives in the following areas:

  • Asset Managers
  • Wealth Managers
  • Mutual Fund Managers
  • Hedge Funds and Private Equity Managers
  • Registered Investment Advisors (RIA) / Financial Advisors
  • Private Bankers
  • Fund Administrators and Fund Service Providers 
  • Custody and Risk Management Firms
  • Exchanges
  • Consultants
  • Law Firms
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In collaboration with (2)

FundFire is the leading news service for professionals in the institutional and high-net-worth asset management industry. Daily news stories and online resources provide essential competitive intelligence on SMAs, alternative investments, high-net-worth investors, pensions, foundations, endowments, and more.

Special features include:

  • Daily & Breaking News – coverage of investment trends, regulatory changes, key people moves and more
  • FundFire Alts – a special weekly issue that focuses on the world of alternative assets
  • Distributor Profiles – profiles of key firms, investment platforms and gatekeepers at wirehouses, broker-dealers and other distributors
  • FundFire Webinars – live panel discussions on the most important issues facing the fund industry today
  • Search & Hire – a database that is updated daily with the latest manager searches, mandate wins and terminations

    

Ignites, a service from the Financial Times, is the preeminent source for news about mutual funds that delivers must-read competitive intelligence to leaders across the industry. Ignites coverage focuses on distribution, marketing, regulation & compliance, people moves, C-suite &, strategy, technology, operations and more.

Key market segments covered include:

  • Mutual Funds
  • Exchange-Traded Funds (ETFs)
  • Variable Annuities
  • Retirement Plans (401(k), etc.)
  • 529 Plans

   

Founding Partner (1)

DFIN is a leading global risk and compliance company. 

We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles. 

As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter.

Learn about DFIN’s end-to-end risk and compliance solutions. Visit DFINsolutions.com or call +1 800 823 5304.

Lead Sponsors (2)

Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions — underpinned by the world’s largest delivery network — Accenture works at the intersection of business and technology to help clients improve their performance and create sustainable value for their stakeholders. With 477,000 people serving clients in more than 120 countries, Accenture drives innovation to improve the way the world works and lives. Visit us at www.accenture.com.

CFA Institute is the global association of investment professionals that sets the standard for professional excellence and credentials. The organization is a champion of ethical behavior in investment markets and a respected source of knowledge in the global financial community. Our aim is to create an environment where investors’ interests come first, markets function at their best, and economies grow. There are more than 165,000 CFA® charterholders worldwide in 164 markets. CFA Institute has nine offices worldwide and there are 156 local member societies. For more information, visit www.cfainstitute.org or follow us on Twitter at @CFAInstitute and on Facebook.com/CFAInstitute

Associate Sponsors (2)

Egon Zehnder is the world’s leadership advisory firm, sharing one goal: to transform people, organizations, and the world through great leadership. We know what great leaders can do and are passionate about delivering the best leadership solutions for our clients. As One Firm, our more than 450 Consultants in 68 offices and 40 countries bring our individual strengths to form one powerful collaborative team. We partner closely with public and private corporations, family-owned enterprises, and non-profit and government agencies to provide Board advisory services, CEO search and succession, executive search, executive assessment, leadership development, and organizational transformation. We share a commitment to and pride in doing work that contributes to successful careers, stronger companies, and a better world. For more information, visit www.egonzehnder.com and follow us on LinkedIn and Twitter.

eVestment, a Nasdaq company, provides institutional investment data, analytics and market intelligence covering public and private markets. Asset managers and general partners reach the institutional marketplace through our platform, while institutional investors and consultants rely on eVestment for manager due diligence, selection and monitoring. eVestment brings transparency and efficiency to the global institutional market, equipping managers, investors and consultants to make data-driven decisions, deploy their resources more productively and ultimately realize better outcomes. 

Exhibitor (1)

Founded in 1985, Institutional Shareholder Services (“ISS”) empowers investors and companies to build for long-term and sustainable growth by providing high-quality data, analytics, and insight.

ISS Market Intelligence (MI), formerly Strategic Insight, provides critical data and insight to global asset managers, insurance companies and distributors. Through its industry-leading combination of proprietary and integrated datasets, in-depth global research and trusted executive engagement, ISS MI delivers solutions for market sizing, benchmarking, and strategy across a wide range of financial products including funds, annuities, insurance, mortgages, and other instruments.  The ISS MI solutions include the industry-leading data platforms Simfund, BrightScope, Local Market Share, and Financial Clarity, as well a full collection of global research and analytic services including Investor Economics, Market Metrics, and Plan for Life. issgovernance.com

Supporting Partners (3)

Caproasia.com is a leading source of information, data, research and resource for financial professionals in Asia.  Collectively, they manage more than $20 Trillion assets in Asia in Private Banking, Wealth Management, Multi-Family Office, Family Office, Fund Management, Asset Management, Insurance, Private Equity and Hedge Funds.

More than 14,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, Indonesia, India, China, United Kingdom and United States visit caproasia.com every month.

NICSA is a not-for-profit trade association striving to connect all facets of the global asset management industry in order to develop, share, implement, and advance leading practices. For over fifty years, NICSA has promoted an open and collaborative environment, where members’ and partners’ deep expertise and unique perspectives have come together to help strategically implement and support the industry’s most vital issues. NICSA aims to align industry participants through formal education programs, interactive forums, networking opportunities, and initiatives such as the Diversity Project North America. 

Nikkei is a trusted media brand in Asia, known for its quality journalism and capability in providing business news and information. Founded as a market news media in Japan in 1876, Nikkei has grown to be one of the largest media conglomerates with 37 foreign editorial bureaus and approximately 1500 journalists worldwide, with another global media brand, the Financial Times, joining in our group in 2015. Nikkei are continually deploying new technology to find new ways to deliver news as a reliable source of information for the global community.

Venue

The Westin New York at Times Square
270 West 43rd Street
New York NY 10036

United States of America

Tel: +1 212-201-2700

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Nearby Accommodation

We have put together a unique HotelMap that shows hotel deals at nearby hotels. To view, click here

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Contact Us

Claire Arpa
Speaking Opportunities
Financial Times
Tim Powell
Sponsorship Opportunities
Financial Times
Simon Carkeek
Sponsorship Opportunities
Financial Times
Chandni Saberwal
Marketing, Media Partner & Press Inquiries
Financial Times