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Investment and Asset Management, Insurance, Finance, Banking and Capital Markets

FT Investment Management Summit 2019

Positioning for the next economic cycle

London |
Speakers include:
Edi Truell

Edi Truell

Pension SuperFund

Gina Miller

Gina Miller

SCM Direct

Huw van Steenis

Huw van Steenis



With markets on edge and uncertainty dominating the global outlook, the Financial Times hosted world leading institutional investors, asset managers, regulators and influencers in London this September at the FT Investment Management Summit.

Now in its sixth year, this Summit is the annual meeting point for leaders in the industry, a high level opportunity to discuss and dissect the latest market developments and their implications for portfolio planning and returns.

fallback Add to my Calendar 09/24/2019 08:15:0009/24/2019 17:30:00trueFT Investment Management Summit 2019With markets on edge and uncertainty dominating the global outlook, the Financial Times hosted world leading institutional investors, asset managers, regulators and influencers in London this September at the FT Investment Management Summit.Now in its sixth year, this Summit is the annual meeting point for leaders in the industry, a high level opportunity to discuss and dissect the latest market developments and their implications for portfolio planning and returns.FT-Investment-Management-Summit-20190f7071013282280f3b61303d0bb561c7MM/DD/YYYY

Full Overview

With markets on edge and uncertainty dominating the global outlook, the Financial Times will host world leading institutional investors, asset managers, regulators and influencers in London this September at the FT Investment Management Summit. Now in its sixth year, this Summit is the annual meeting point for leaders in the industry, a high level opportunity to discuss and dissect the latest market developments and their implications for portfolio planning and returns.

Major questions for this year’s agenda include:

  • With many predicting the end of the current credit cycle, what is in store for the year ahead?  Is a correction likely and what will be the trigger – corporate debt levels, interest rates, tapering?
  • As ESG integration moves to the mainstream, what are the next steps to ensure investors can do well and do good?
  • Which asset classes, from the traditional to the emerging, will perform amid rising volatility and unpredictable market conditions?
  • With no solutions in sight on Brexit, trade tensions, Italy and other critical events, will political developments continue to be investors’ top tail risk?
  • As markets continue to digest developments at Woodford Investment Management and H2O Asset Management, what are the wider implications for regulatory oversight, fund governance and investor protection?

This year’s FT Investment Management Summit will deep dive into how investment strategies and regulatory approaches are changing and evolving as markets shift and reshape in preparation for the next economic cycle.  Join us and be part of the conversation at this unmissable gathering of the world’s investors.


Agenda - 24th Sep

  • 8:15am
    Registration and refreshments including a Meet and Greet with FT Journalists

    An informal opportunity for attendees to meet and discuss topics of the day with some of the FT’s leading commentators.

  • 9:00am
    Opening remarks from the Chair

    Patrick Jenkins, Financial Editor, Financial Times

  • 9:05am
    Opening address – Fundamentals, fragility and fear: what next for the world economy?

    Martin Wolf CBE, Chief Economics Commentator, Financial Times

  • 9:50am
    Leaders’ Insights: Planning portfolios for the knowns and unknowns

    Investors are facing a complex outlook as the economic cycle matures, monetary conditions fluctuate, trade tensions loom large, and regulation comes under question in the wake of Woodford and H2O developments. How important is prudent positioning in this environment? From the likelihood of growth deceleration in the US and China and shifting geo-political dynamics to rising global debt and the prospect of a revision of earnings expectations where do the main challenges and opportunities lie across the asset classes? What strategies are investors adopting to ensure portfolio resilience and rigorous risk management? 

    Carl Astorri, Head of Asset Allocation and Research, AustralianSuper

    Kevin Bespolka, Managing Director, Head of Macro Strategies, CPPIB

    Peter Pereira Gray, Managing Partner and Chief Executive Officer of Investments, The Wellcome Trust

    Sandra Roberston, Chief Executive and Chief Investment Officer, Oxford University Endowment Management

    Moderator: Patrick Jenkins, Financial Editor, Financial Times

  • 10:30am
    Networking Break
  • 11:00am
    Technological shifts discussion: From Blockchain to AI - exploring the growing influence of technology on the business of investment

    How well investors and fund managers embrace technology including AI, Big Data, and automation will determine the leaders and laggards of the future.  How can the investment industry maximize the full potential of the technological revolution, while managing the risks?

    Breanne Madigan, Head of Global Institutional Markets, Ripple

    Gerben De Zwart, Head of Quant Equities, APG

    Amin Rajan, CEO, CREATE Research

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


  • 11:40am
    Real Estate: Where does it fit in a balanced portfolio?

    Roger Clarke, Managing Director and Head of Capital Markets, IPSX Group

  • 12:00pm
    Panel - Cracking China – Balancing new opportunities and old risks

    Escalation of the US-China trade tensions, fears of a rapid slowdown and concerns about the direction of economy reforms dominate investor sentiment for this key market.  Can China’s economic growth be sustained?  Will fiscal changes, such as tax cuts, provide a necessary boost? To what extent do China’s MSCI listed A shares present an opportunity for investors looking to access this market – where are the risks?

    Miranda Carr, Managing Director, Research, Haitong International (UK) Limited

    Diana Choyleva, Chief Economist, Enodo Economics

    George Magnus, Associate, China Centre, Oxford University

    Mark Mansley, Chief Investment Officer, Brunel Pension Partnership

    Moderator: Katie Martin, Markets Editor, Financial Times

  • 12:45pm
  • 2:00pm
    Fireside chat

    Roger Gray, Chief Executive Officer and Chief Investment Officer, USS Investment Management

    In conversation with Owen Walker, Deputy Editor, FTfm; Asset Management Correspondent, Financial Times

  • 2:25pm
    Dialogue: Corporate Debt – A bubble waiting to burst?

    In a world that is awash with debt, corporate debt in particular has reached unprecedented levels. At a time of slowing economic growth and rising trade tensions, around a quarter of global fixed income assets now trade with negative yields, including some high yield bonds. What does this all mean for investors who wish to navigate their way over the long and short term? What are the risks that appear under-priced in the credit market and how should investors deal with them?

    Introductory Keynote: Urban Angehrn, Group Chief Investment Officer, Zurich Insurance Group

    Magnus Billing, Chief Executive Officer, Alecta

    Alex Griffiths, Head of Corporate Ratings for Europe, Middle East and Africa, Fitch Ratings

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

    Moderator: Katie Martin, Markets Editor, Financial Times

  • 3:10pm
    Afternoon Keynote – Regulating in an evolving economic and political environment

    More than ten years on from the global financial crisis, what are investment industry regulators prioritising for the next five years?

    Megan Butler, Executive Director of Supervision – Investment, Wholesale and Specialists, Financial Conduct Authority

    In conversation with Owen Walker, Deputy Editor, FTfm; Asset Management Correspondent, Financial Times

  • 3:40pm
    Networking break
  • 4:10pm
    Lex Panel: ESG Integration Truth and Consequences: Can Investment Managers Really Save the World?

    As it enters the mainstream across the investment industry, what does successful ESG integration look like and what are its limits?  This session, hosted by Lex, the premium financial column of the FT, will discuss and vote on the questions of whether investors can, in reality, save the world.

    Catherine Howarth, Chief Executive, ShareAction

    David Stevenson, Adventurous Investor Columnist, Financial Times

    Carne Ross, Executive Director, Independent Diplomat

    Huw van Steenis, Group Managing Director and Senior Adviser to the CEO, UBS

    Moderated by: Ralph Atkins, Lex Writer, Financial Times

  • 4:50pm
    Leaders Panel: Brexit – a game-changer or just another challenge for the long-term investor?

    Gina Miller, Co-Founder, SCM Direct

    Nicolas Mackel, Chief Executive, Luxembourg For Finance

    Patrice Bergé-Vincent, Managing Director, ICI Global

    Edi Truell, Co-Founder, Pension SuperFund

    Moderator: Owen Walker, Deputy Editor, FTfm; Asset Management Correspondent, Financial Times

  • 5:30pm
    Closing remarks and close of conference

    Owen Walker, Deputy Editor, FTfm; Asset Management Correspondent, Financial Times

Speakers (27)

Edi Truell

Edi Truell

Pension SuperFund

Edi Truell has nearly 40 years of financial services experience including the creation of the Pension Insurance Corporation.   He has held various leadership positions in banking, private equity, pensions, insurance and debt investment. He trained at Bankers Trust Co in New York, following which he was appointed a Director of Hambros Bank in 1991; Chief Executive of Hambro European Ventures in 1994; led the 1998 buyout and formation of Duke Street Capital (“DSC”); and was responsible in 2000 for creating and building DSC Debt Management. 

Gina Miller

Gina Miller

SCM Direct

Gina Miller is Co-Founder at SCM Direct.  She is also a transparency campaigner and Founder of  Described by Bloomberg as an ‘Establishment Wrecking Ball’ but her drive for transparency, scrutiny and integrity is about reform, not wrecking, and her expertise and campaigning cover investments, charities, democracy and political processes.     Post the financial crisis, Gina and her husband Alan founded SCM Direct as a modern digital wealth manager centred on 100% transparency, low cost and democratising investing.     SCM Direct operates a strong responsible corporate voice which led to the True and Fair Campaign, launched in 2012, calling for an end to rip offs and dubious practices in the investment and pension industry.  Gina’s campaigning has resulted in contributions to three EU Directives – Article 24 of MiFID II, PRIPS and The Shareholder Directive. In the charity sector she has been campaigning for increased corporate philanthropy, ‘smarter giving’ to small dynamic charities, improved governance and safeguarding, and 100% transparency on donations and overheads. In 2016 and again in 2019, Gina successfully challenged the UK Government over its authority to implement Brexit, winning in both the High Court and Supreme Court.  She continues a ‘democracy and legal’ watching brief of the UK Government’s activities as Brexit progresses. In 2018 she launched the End the Chaos campaign to provide simple information so people could make a more informed choice, and to explain popular questions about the EU and the UK’s membership. In 2019 she launched the Remain United campaign which successfully engaged millions of voters in a tactical voting campaign during the 2019 European Parliament Elections. Gina first book ‘Rise: Life Lessons in Speaking Out, Standing Tall & Leading the Way’ reaches out to people everywhere looking to raise their voice and inspire them to be responsible, active citizens; as well as find hope when faced with life’s challenges.

Huw van Steenis

Huw van Steenis

Group Managing Director and Senior Advisor to the CEO

Huw van Steenis is Group Managing Director and Senior Advisor to the CEO at UBS.  He was the Former Senior Adviser to the Governor of the Bank of England. He chaired a review for the Governor “exploring what the financial system of tomorrow might look like, and what it means for the Bank of England’s priorities now and in the future" which was published in Q2 2019. He has been recognised as one of the leading experts on financial services. He worked at Morgan Stanley from 2002 to 2016 as Global Head of Banks and Diversified Financials Research where he and his teams won numerous awards including being voted number one in investor surveys 12 times, and twice as Starmine’s stock picker of the year for financial services. From 2016 to 2018, he served as Global Head of Strategy at Schroders. He coined several terms which have become industry standards including the “Asset Management Barbell’ and the “Balkanisation” of banking markets. He writes frequently on these and other topics for international media. He has served on various boards and committees including the World Economic Forum’s Global Future Council on Financial and Monetary Systems (2018-2019), their Agenda Council for Financial Services and Fintech working group; the European Central Bank’s Contact Group on Macro- Prudential Policies and Financial Stability (2015-2017); the IIFs Market Monitoring Group; and the Board of the English National Opera. 

Megan Butler

Megan Butler

Executive Director of Supervision – Investment, Wholesale and Specialists
Financial Conduct Authority

Megan Butler joined the Financial Conduct Authority (FCA) in September 2015 as Executive Director responsible for the supervision of Wholesale Banking, Investment Management, Life Insurance and Financial Advice. She is also responsible for Specialist Supervision including Prudential, Financial Crime and Client Assets.  Ms Butler was previously the Executive Director of International Banks Directorate at the Prudential Regulation Authority (PRA). She joined the Bank of England in April 2013 as Executive Director of International Banks Directorate after moving from the Financial Services Authority (FSA).  She has been a supervisor since 2008, when she became Head of the Department responsible for the supervision of the UK operations of the major investment banks. Prior to moving to supervision, Ms Butler was Head of Enforcement Law and Policy at the FSA, and for a number of years chaired the International Organization of Securities Commissions (IOSCO) Standing Committee 4 which is concerned with international enforcement cooperation.  Before moving to the Enforcement Division, she was Chief Counsel for Markets, heading the legal team responsible for advising on legal issues relating to Official Listing, the regulation of exchanges and clearing-houses, market conduct and the supervision of wholesale firms.  Ms Butler joined the FSA in 2000. Before this, she spent several years at the London Stock Exchange in a variety of legal and non-legal roles, including Head of Capital Markets.  She was called to the bar in 1987.

Kevin Bespolka

Kevin Bespolka

Managing Director, Head of Macro Strategies
CPP Investment Board

Kevin Bespolka leads the CMF Macro Strategies team at CPP Investment Board.  This team is responsible for active discretionary investment strategies, including Strategic Tilting. Prior to joining CPPIB in 2017, Kevin spent 25 years working in London, New York and Tokyo for a number of Investment Banks and Hedge Funds.  He was a partner and Portfolio Manager at Old Lane and subsequently oversaw a Fund at Finisterre Capital. His focus was managing investments in Emerging Markets and the Global Macro themes. Prior to that he worked at Morgan Stanley and then Merrill Lynch, where he had a variety of roles including running Merrill’s Global Non-Dollar Interest Rate Options business and then Global FX Options and Proprietary Trading.  Kevin holds a BA, High Honors, from Swarthmore College in Economics, German and History.

Peter J Pereira Gray

Peter J Pereira Gray

Managing Partner and Chief Executive Officer, Investment Division
The Wellcome Trust

Peter Pereira Gray is Managing Partner and Chief Executive Officer of the Investment Division of the Wellcome Trust. Prior to Peter’s appointment at Wellcome in 2001, Peter worked for 12 years, latterly as a director of property fund management, at Prudential the UK insurer; at the time the largest institutional owner of UK commercial property. He has been a member of Wellcome’s Investment Committee for over 18 years, and has joint accountability, with the Chief Investment Officer, for the $35 billion global unconstrained multi-asset investment portfolio, and the leadership of the Investment Division. Peter is also a member of Wellcome’s Executive Leadership Team. The Wellcome Trust is recognised as having one of the strongest long-term investment track records of its type in the world. Peter was appointed co-chairman of the Institutional Investors Roundtable (IIR) in 2018. The IIR is a not for profit, invitation only forum for the senior executives of global asset owners. He is the chairman of the UK farming & land management business, FarmCare Ltd, and chairman of Premier Marinas Ltd, the leading UK marina, boatyard and storage company. He is also a main board Director of iQ, the UK student housing joint venture with Goldman Sachs; one of the largest purpose-built student housing providers in the UK. 

Martin Wolf CBE

Martin Wolf CBE

Chief Economics Commentator
Financial Times

Martin Wolf is Associate Editor and Chief Economics Commentator at the Financial Times. He was awarded the CBE (Commander of the British Empire) in 2000 “for services to financial journalism”. He was a member of the UK government’s Independent Commission on Banking between June 2010 and September 2011. Mr Wolf is an honorary fellow of Nuffield College, Oxford University, Corpus Christi College, Oxford University and King’s College, London. He is also an honorary professor at the University of Nottingham. In 2014, he was made a University Global Fellow of Columbia University, and a Senior Fellow in Global Economic Policy at its School of International Public Affairs. He is a member of the International Media Council of the World Economic Forum.

Mr Wolf has been included in Foreign Policy’s list of the Top 100 Global Thinkers. In 2019, he received the Gerald Loeb Lifetime Achievement Award for distinguished business and financial journalism. He has also won the Wincott Foundation senior prize for excellence in financial journalism, the RTZ David Watt memorial prize, the Journalism Prize of the Fundacio Catalunya Oberta (Open Catalonia Foundation), Commentator of the Year at the Business Journalist of the Year Awards, the “Ludwig-Erhard Preis für Wirtschaftspublizistik” (“Ludwig Erhard Prize for economic commentary”), and “Commentariat of the Year” at the Editorial Intelligence Comment Awards. The Society of American Business Editors and Writers recognised Mr Wolf in its Best in Business Journalism competition. He has also won the Ischia International Journalism Prize and the Overseas Press Club of America’s prize for “best commentary on international news in any medium”.

His most recent publications are Fixing Global Finance (Washington D.C: Johns Hopkins University Press, and London: Yale University Press, 2008 and 2010) and The Shifts and The Shocks: What we’ve learned – and have still to learn – from the financial crisis (London and New York: Allen Lane, 2014). Mr Wolf was educated at Oxford University. He has honorary doctorates from Kingston University, Macquarie University, the London School of Economics, Warwick University and KU Leuven.

Magnus Billing

Magnus Billing

Chief Executive Officer

Magnus Billing is the CEO of Alecta. Alecta provides collectively agreed occupational pensions, and is owned by approximately 2.4 million private customers and 34,000 corporate clients. Alecta’s assets under management amount to approximately US$90 billion.  In 2016 Mr Billing was appointed to be member of the European Commissions’ “high-level expert group” on sustainable finance. In January 2018, the group delivered their final recommendations for “a comprehensive EU strategy on sustainable finance as part of the Capital Markets Union”, which informed the Commissions’ Action plan on Sustainable Finance launched in 2018.  Prior to joining Alecta, Mr Billing was the CEO of Nasdaq Nordics, and Head of Fixed Income Nordic and Baltic Markets. At Nasdaq he previously held the position as Chief Legal Counsel and Senior Vice President of Nasdaq Group, Inc.  Mr Billing has served as Director at the Federation of European Securities Exchanges, Swedish House of Finance and as an Alternate Director of the Swedish Corporate Governance Code Board of Directors. He holds a Law degree from Stockholm University.

Sandra Robertson

Sandra Robertson

Chief Investment Officer and Chief Executive Officer
Oxford University Endowment Management

Sandra Robertson is Chief Investment Officer, Chief Executive Officer, and an executive director of Oxford University Endowment Management (OUem). Prior to joining OUem at its inception in September 2007, Sandra spent 14 years at the Wellcome Trust, most recently as Co-Head of Portfolio Management. She is a member of the Investment Advisory Committee of the Princes Trust and a Director of the Sequoia Heritage Fund.

Urban Angehrn

Urban Angehrn

Group Chief Investment Officer
Zurich Insurance Group

Urban Angehrn has served as Group Chief Investment Officer at Zurich Insurance Group since 2015, when he joined the Executive Committee. Before taking his current position, he served as Head of Alternative Investments and prior to that, from 2010 to 2012, as Head of Strategy Implementation in Investment Management. He joined Zurich in 2007 as Regional Investment Manager for Europe. Prior to that, he held various positions in capital markets related roles in the insurance and investment banking industries, including as Head of Allocation & Strategy in asset management at the Winterthur Group. He also served as an adviser to Swiss institutional clients in the use of derivatives, and held positions in derivatives marketing and fixed income sales at Credit Suisse and J.P. Morgan. Mr Angehrn is the Chairman of the Board of Trustees of the Zurich Insurance Group Swiss Pension Plan. He is also a member of the advisory board of the Department of Banking and Finance at the University of Zurich.   He holds a PhD. in mathematics from Harvard University and a Master of Science in theoretical physics from the Swiss Federal Institute of Technology in Zurich (ETH).

Carl Astorri

Carl Astorri

Head of Asset Allocation and Research

Carl Astorri is the Head of Asset Allocation & Research at AustralianSuper. The Asset Allocation & Research team is responsible for the fund’s tactical and strategic asset allocation. Carl was global head of economics and asset strategy at Coutts & Co for six years. For five years prior to joining Coutts, Carl was Head of Investment Strategy at Barclays Wealth. Before becoming a strategist, he was Senior Global Economist at Friends Provident Asset Management. His responsibilities included developing asset allocation models and managing government bond portfolios. Carl started his career as an Economist at the Bank of England and holds an MSc in Economics and Finance from Bristol University.

Miranda Carr

Miranda Carr

Managing Director, Research
Haitong International (UK) Limited

Miranda Carr joined Haitong International in 2015 to establish its international China Macro Strategy research, which analyses China’s economic and industrial impact on domestic and international markets. Prior to this, she established a leading China economic and industrial government policy investment research product (subsequently sold to Everbright Securities) at the London-based securities company, NSBO, having jointly set up its office in Beijing in 2007. Before 2007, Miranda worked as an investment analyst at several European investment banks.  She holds a Masters in Investment Management from CASS Business School and is a regular commentator on China at international conferences and business media.

Diana Choyleva

Diana Choyleva

Chief Economist
Enodo Economics

Diana Choyleva is Chief Economist at Enodo Economics, an independent macroeconomic forecasting consultancy she set up in 2016 to untangle complexity, challenge the consensus, and give pointers to the future by making sense of today. Enodo’s focus is China, one of the most misunderstood economies in the world, yet one of the most important to figure out. For 16 years prior she worked at Lombard Street Research (now TS Lombard), most recently as their Chief Economist and Head of Research, setting the agenda for the firm’s team of economists and strategists while conducting her own global analysis. She joined LSR after completing her master’s degree in Economics at Warwick University in 2000 and became an executive director in 2005. Diana headed the firm’s UK Service from 2005 until 2009. Between 2010 and 2013 she was based in Hong Kong overseeing LSR’s expansion in Asia. She is best known for her analysis of China, including the book she co-wrote in 2011, ‘The American Phoenix – and why China and Europe will struggle after the coming slump’. Diana writes regular opinion pieces for the Financial Times, Wall Street Journal, Barron’s, etc. She has extensive global experience engaging with all manner of audiences and has made frequent television appearances, including on BBC’s Newsnight on the day that Lehman Brothers collapsed.

Roger  Clarke

Roger Clarke

Managing Director and Head of Capital Markets
IPSX Group

Roger Clarke is Managing Director and Head of Capital Markets, and a Senior Advisor to IPSX Group since January 2019, having been seconded from M7 Real Estate, a shareholder in IPSX. Roger has extensive experience in corporate transactions, particularly in equity capital markets but also in M&A and restructuring, with a specific sector focus on real estate.   Prior to joining M7 Real Estate in 2016, Roger spent 20 years working in the European investment banking industry, including roles at NM Rothschild, Dresdner Kleinwort Wasserstein, JP Morgan Cazenove and Stifel Nicolaus, as well as undertaking a secondment to the UK Takeover Panel. He has acted on equity raisings, M&A deals and restructurings with a cumulative value of more than €50 billion. He studied politics at Exeter University and qualified as a Chartered Accountant with Arthur Andersen.  

Gerben De Zwart

Gerben De Zwart

Managing Director, Quantitative Strategies
APG Asset Management

Gerben De Zwart is Managing Director Quantitative Strategies at APG Asset Management.  He is responsible for APG’s investment portfolios that are systematically managed. The multi asset investments include equity, commodities and corporate bonds with AuM exceeding €100 billion. The (smart beta) portfolios are active, long-only and both internally and externally managed. Trends that also have Gerben’s attention are responsible and sustainable Investing, alternative data/AI and model risk management. Prior to joining APG in 2010, Gerben was employed by ING Investment Management and Robeco. He holds a Master’s degree in Technical Mathematics from Delft Technical University and a Phd. from the Erasmus University Rotterdam. Gerben holds the Chartered Financial Analyst designation. He has been published in the academic finance literature and is a frequent speaker at international conferences for both academics as well as practitioners. In 2015 Gerben was awarded with a royal honor and appointed as a member of the Order of Oranje-Nassau as one of the youngest decorated people in the Netherlands.

Roger Gray

Roger Gray

Chief Executive Officer and Chief Investment Officer
USS Investment Management

Roger Gray has been the Chief Executive at USS Investment Management Limited since 2012 and served as its Chief Investment Officer since 2009. Prior to this, he was the Chief Investment Officer at Hermes Fund Managers and Global Head of Asset Allocation and Currency at UBS Global Asset Management. Mr Gray has also served as the Chief Executive Officer and Chief Investment Officer at UBS Asset Management Switzerland and Chief Investment Officer at Rothschild Asset Management. He was a teaching fellow in International Trade and Finance and Commodities and Securities markets at Harvard. Mr. Gray holds an MA from Oxford University in Philosophy, Politics, and Economics and an AM in Economics from Harvard University.

Alex Griffiths

Alex Griffiths

Head of Corporate Ratings for Europe, Middle East and Africa
Fitch Ratings

Alex Griffiths is Head of Corporate Ratings for Europe, Middle East and Africa at Fitch Ratings. Fitch’s EMEA corporate rating work is carried out by more than 110 dedicated corporate analysts, based in 10 cities, who cover all aspects of the rating and surveillance of non-financial corporates across the region.  Alex joined Fitch in London in 2005 as a corporate analyst, and has held a number of different roles, most recently as Fitch’s Credit Policy Group with responsibility for monitoring the quality of global corporate ratings. He started at Fitch as an analyst specialising in Telecoms, Media and Technology, then became Head of Research for EMEA and Asia-Pacific. Between 2012 and 2016 he ran the EMEA Natural Resources team. Prior to this, Alex spent eight years with Deloitte's audit practice, where he gained experience ranging from transaction services work to audit, IFRS transitions, expert witness assignments and sector research. Alex read economics at St. Catharine’s College, Cambridge, and is a fellow of the Institute of Chartered Accountants in England and Wales.

Catherine  Howarth

Catherine Howarth

Chief Executive

Catherine Howarth joined ShareAction as Chief Executive in 2008. ShareAction coordinates civil society to promote responsible investment across Europe, with a focus on mobilising mainstream institutional investors to support accelerated action by companies on climate change, workforce and gender issues and food system risks. She is a member of HM Treasury’s asset management taskforce. She is a board member of the Scott Trust, owner of The Guardian media group, serving on the Scott Trust’s investment committee. Catherine was recognised by the World Economic Forum as a Young Global Leader in 2014.

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.

Nicolas Mackel

Nicolas Mackel

Chief Executive Officer
Luxembourg for Finance

Nicolas Mackel has been the CEO of Luxembourg for Finance, the agency for the development of the financial centre, since 2013. He is a career diplomat. He worked as a legal clerk at the European Court of Justice before joining the Ministry of Foreign Affairs in 1999. His assignments focused on the successive EU Treaty negotiations (Amsterdam, Nice, Constitution, Lisbon). Nicolas was consecutively posted at Luxembourg's Permanent Representation to the EU in 2002, as Deputy Chief of Mission at Luxembourg's Embassy in Washington DC in 2007 and as Consul General in Shanghai in 2011, where he was in charge of promoting Luxembourg's economic interests throughout China as the executive director of the Luxembourg Trade and Investment Office.  He graduated with a law degree from the University of Aix‐en‐Provence, and holds two postgraduate diplomas in European law respectively from the Sorbonne University and from the College of Europe in Bruges, where he also served as a teaching assistant in the Law Department. 

George Magnus

George Magnus

Independent Economist and Commentator
Research Associate, China Centre, Oxford University

George Magnus is an independent economist and commentator, and Research Associate at the China Centre, Oxford University, and at the School of Oriental and African Studies, London. George was the Chief Economist, and then Senior Economic Adviser at UBS Investment Bank from 1995-2016. He served for four years as the Chair of the Investment Committee of the pension and life assurance fund. He had previously worked as the Chief Economist at SG Warburg (1987-1995), and before that in a senior capacity before ‘Big Bang’ at Laurie Milbank/Chase Securities, and prior to that with Bank of America in London and San Francisco. George is closely followed nowadays for his insights and observations about the global economy in general, but with a specific focus on China and demographics. His China focus derives from a long period of observation and study that goes back to his first visit in 1994. He is a regular contributor to the Financial Times, Prospect Magazine, BBC TV and radio, Bloomberg TV and other outlets. George’s current book, Red Flags: why Xi’s China is in Jeopardy was published in 2018 by Yale University Press, and then in paperback with newly commissioned material. It examines China’s contemporary economic and commercial challenges and aspirations to modernity in the light of the governance system of President Xi. His earlier books are The Age of Aging (2008), which investigated the effects of the unique experience of demographic change on the global economy; and Uprising: will emerging markets shape or shake the world economy? (2011) which examined the rise of China and other major emerging markets.

Breanne Madigan

Breanne Madigan

VP Global Institutional Markets

Breanne Madigan is VP Global Institutional Markets at Ripple, where she oversees the Global Markets Team responsible for managing XRP liquidity and ecosystem. With more than years of experience working at Goldman Sachs and, Breanne has helped transform global markets across multiple markets and platforms. Prior to joining Ripple, she helped design and bring to market a global institutional platform for digital currency at, and held a variety of leadership roles across sales, trading, strategy and business management at Goldman Sachs.

Mark Mansley

Mark Mansley

Chief Investment Officer
Brunel Pension Partnership

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

Amin Rajan

Amin Rajan

Founder CEO

Amin Rajan is the founder CEO of CREATE–Research, a UK based boutique that specialises in future trends in global investment management. It works with prominent partners to publish much acclaimed annual reports on prospective challenges and potential responses. He is the author of 40 widely quoted research reports on aspects as innovation, asset allocation,investment vehicles, fund governance and business models. These are at: He has contributed long series of feature articles to IPE, Financial Times,Sunday Times, and Global Investor. Amin also offers strategic advisory and coaching services to CEOs and CIOs in numerous global fund and pension houses on both sides of the Atlantic, as they grapple with unfolding industry dynamics. Amin has presented the results of his regular surveys at over 50 major events in the USA, Europe and Asia Pacific in the last five years. He is a visiting professor at the Centre for Leadership Studies at Exeter University and until recently a fellow at Oxford University’s Said Business School. He Is fellow of the Windsor Leadership Trust that runs learning programmes for the next generation of leaders in all sectors.

Carne Ross

Carne Ross

Executive Director
Independent Diplomat

Carne Ross founded and now runs Independent Diplomat, an award-winning international advisory group that advises democratic governments and political groups (such as the Syrian democratic opposition) on diplomatic strategy.  An author of two books (most recently, “The Leaderless Revolution”), he is a frequent commentator on world affairs for the BBC, CNN, New York Times, Financial Times and other publications.  He is the subject of the recent BBC4 documentary film, “Accidental Anarchist”.  Carne is a former senior British diplomat and WMD expert who resigned after giving then-secret evidence to the first official inquiry into the Iraq war.  

David Stevenson

David Stevenson

Adventurous Investor Columnist
Financial Times

David Stevenson has been an FT Weekend columnist for ten years (the Adventurous Investor) and is also a columnist for FTfm as well as Citywire and MoneyWeek in the UK. David also focuses on ETFs, is managing editor for ETF Stream and co editor of the smart beta focused quarterly magazine BeyondBeta

Patrice Bergé-Vincent

Patrice Bergé-Vincent

Managing Director
ICI Global

Patrice Bergé-Vincent is Managing Director of ICI Global. Before his current position he served as managing director, Europe. Prior to joining the organisation, Mr Bergé-Vincent was a partner with PwC France, where he led the asset management regulatory practice and coordinated PwC’s central cluster (EMEA) asset management regulatory work. Earlier in his career, he worked at the Autorité des marchés financiers (AMF), the French financial market regulator, serving as head of the Asset Management Regulation Policy Division. During his tenure at the AMF, he chaired the IOSCO Committee 5, dedicated to collective investment schemes, and represented the AMF in the Investment Management Standing Committee of CESR and then ESMA. Before that, he was seconded from the AMF to the Asset Management Unit of the then European Commission’s Directorate-General Internal Market and Services. Mr Bergé-Vincent is a graduate of the École nationale d’administration (ENA


Chair & Moderators (5)

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.

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.

Ralph Atkins

Ralph Atkins

Lex Writer
Financial Times

Ralph Atkins writes for the Lex column. He was the Financial Times Frankfurt Bureau Chief during the eurozone debt crisis, then worked in London as Capital Markets Editor. In a 30 year career at the FT he has also reported from Berlin, Bonn, Jerusalem, Zurich and Vienna. 

Yuri Bender

Yuri Bender

PWM (Professional Wealth Management)

Yuri Bender is a journalist covering banking, asset management and capital markets. He has launched and edited several magazines and websites at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management global magazine, website and events hub. He moderates panel discussions on financial, business and cultural issues in Europe, the US, Middle East and Asia.  He has reported from Indonesia, Malaysia, China, Kazakhstan, Russia and Ukraine for the FT Wealth magazine and writes regularly for FTfm, the fund management section of the FT newspaper. He studied Investment Management at the London Business School and International Relations at Cambridge University, writing his thesis on the economics of armed conflict.

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. 


Who you will be networking with

Companies registered to date:

Aberdeen Standard 

Ageas UK



Apex Group


Arch Insurance

Association of Member Nominated Trustees



Bae pension fund

Bank of New York Mellon

Berkeley Capital Ltd

Brit Insurance

British Steel Pension Fund

Bupa Pension Scheme

Capital cranfield trustees

Cavendish Ware



Central Bank of Ireland

City of London Corporation

Coumantaros Family Office



Dai-ichi Life International(Europe) Limited

Department for Transport

DLDV enterprises BV

Edentree Investment Management

Ellen MacArthur Foundation

Embassy of the Czech Republic

European Bank for Reconstruction and Development


Financial Conduct Authority

Financial Times

Flora family

Flora family foundation

Foresters Financial


Government of Jersey

Guardian Media Group

Haitong International

Heylo Housing

HM Treasury

House of Fraser Pension Funds

Impact Investing Institute


Investment Company Institute

Just Group

Lloyds Banking Group Pension Fund

Lloyd's of London

Lloyd's Superannuation Fund

London Borough of Lewisham

London CIV

Lothian Pension Fund


Mitchell gandhi

MS Amlin

NEST Corporation


NFU Mutual

Office for National Statistics

Optimal Financial Services

Oxford University Endowment Management

Pool Reinsurance

Railways Pension Trustee Company Limited

Railways Pensions Trustee Company


Resolution Life


Rothesay Life

Royal Mail Pension Plan

Royal Mail Pensions Trustees Limited

RPMI Railpen


Ruseell Investments

SCB Group

SCM Direct


Sigma Limited SA

The Bank of New York Pension Plan

The Wellcome Trust


TPT Retirement Solutions

Trafalgar House Pension Trust

Trustee Decisions

Union Insurance Services Ltd

Unite the Union

US Treasury / EBRD

Vasant Capital

Warwickshire County Council

Wimmer Family Office

Zurich Assurance Ltd

Zurich Insurance Group Ltd.


Who Attends?

Complimentary attendance at this event is open to senior executives, including Chief Executive Officers, Chief Investment Officers and Portfolio Managers and industry professionals representing asset owners, intermediaries and advisers including:
  • Pension Funds
  • Insurers
  • Sovereign Wealth Funds
  • Family Offices and Endowment Trusts
  • Foundations
  • Regulatory and supervisory authorities
  • Trustees
  • Private banks
  • Independent Wealth Managers
  • Investment Consultants/Advisors

Applications for a limited number of places, offered on a paid basis, are open to senior executives from:
  • Asset Management
  • Banks
  • Custodians/Securities Services Providers
  • Private Equity
  • Hedge funds
  • Law firms
  • Consultants/Advisory firms

Why Attend?

  • Join an unrivalled gathering of the worlds leading institutional investors, asset managers, regulators and influencers
  • Gain expert insights on the outlook for the year ahead - are we talking ourselves into another recession?
  • Get the latest on how traditional and non-traditional asset classes, from equities and fixed income, to alternatives are performing amid rising market uncertainty
  • Look beyond the headlines on ESG integration - can you do well and do good?
  • Hear how industry CEO's view Brexit, trade tensions and other major political risk developments - to what extent are they influencing their portfolio decisions?




Standard Ticket

£3000 + VAT - Available for senior representatives from consultancies and other professional service firms.

Register Here.
Complimentary Tickets 

  •  Reserved for senior executives representing asset owners, regulatory and supervisory authorities, investment intermediaries and advisors.  Please apply here.  All applications are subject to review and approval by the organiser.

Presented By (1)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

Gold Sponsors (2)

Luxembourg for Finance (LFF) is the Agency for the Development of the Financial Centre. It is a public-private partnership between the Luxembourg Government and the Luxembourg Financial Industry Federation (PROFIL). Founded in 2008, its objective is to develop Luxembourg’s financial services industry and identify new business opportunities.

LFF connects international investors to the range of financial services provided in Luxembourg, such as investment funds, wealth management, capital market operations or advisory services. In addition to being the first port of call for foreign journalists, LFF cooperates with the various professional associations and monitors global trends in finance, providing the necessary material on products and services available in Luxembourg. Furthermore, LFF manages multiple communication channels, organises seminars in international business locations, and takes part in selected world-class trade fairs and congresses.

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)

IPSX is the world’s first regulated securities Exchange dedicated to the initial public offering and secondary market trading of companies owning single institutional grade real estate assets and multiple assets with commonality. It represents a major evolution in the real estate market.
For investors, IPSX transforms real estate investment, enabling direct investment into some of the world’s most prized institutional grade real estate assets via a public market.
For real estate owners, IPSX delivers an alternative capital markets product on a fully regulated basis, expanding the universe of potential investors.
IPSX has been recognised by the Financial Conduct Authority as a Recognised Investment Exchange. IPSX reimagines the connection between real estate owners and real estate investors.

Supporting Partners (3)

Nikkei Asian Review brings insights from Asia, from the inside out. As part of Nikkei, Asia’s largest independent business media group, Nikkei Asian Review offers credible, comprehensive pan-Asian reporting that is vital to our readers’ decision-making.  

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)

About Global Sustain™

Since 2006, Global Sustain provides a wide range of services and solutions to support its members and clients succeeding triple bottom line results. Based in London and Athens, with offices in Berlin, Brussels, London, New York and Nicosia, Global Sustain offers innovative online and off-line services related to sustainability, corporate responsibility, responsible investing, green economy, business ethics and excellence, transparency, human rights and accountability. Its members include corporations, non-governmental and non-profit organisations, municipalities and local authorities, academic institutions, media, professional bodies, service providers, chambers, think tanks and other public or private entities. Global Sustain: 


  • Facilitates synergies among members, between the corporate and third sectors as well as key stakeholders.
  • Effectively communicates CSR and sustainability news, reports, events and information on behalf of members and clients, with a global audience.
  • Is a UN Global Compact signatory and founding member of the Global Compact Network Hellas since 2008 and member of United Nations Global Compact Network Belgium, since November 2012.
  • Is a signatory to the United Nations-supported Principles for Responsible Investment (PRI) Initiative.
  • Is a member and partner of leading global media organisations such as CSRwire, Inc., Ethical Performance, Business Wire etc.
  • Is a GRI Gold Partner.
  • Has financed 24 charitable projects carried out by Global Sustain NGO members to date.
  • Participates in, presents at and officially supports local, regional and international conferences, events and exhibitions organised by prestigious companies and organisations, including Economist Conferences, Ethical Corporation, FT Business, Social Capital Media - SOCAP/Europe, Transparency International, TBLI Conference B.V., EBD Group AG, Institute of Directors (IOD) India, Enterprise Asia and many others.
  • Organises conferences and events, including the Sustainability Forum, a training, networking and professional development event.
  • Conducts research on sustainability, CSR, the green economy and the third sector for members and clients.
  • Operates as a 100% carbon neutral firm.
  • Has published ten (10) Yearbooks to date.
  • Can be followed on Twitter (@GlSustain), Facebook (Global Sustain), LinkedIn (Global Sustain), Instagram (Global Sustain) and YouTube (Global Sustain).



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.

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.


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United Kingdom

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