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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:
Urban Angehrn

Urban Angehrn

Zurich Insurance Group

Martin Wolf CBE

Martin Wolf CBE

Financial Times

Rain  Newton-Smith

Rain Newton-Smith

Confederation of British Industry

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.

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fallback Add to my Calendar 09/24/2019 09:00:0009/24/2019 17:30:00trueFT Investment Management Summit 2019With 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.FT-Investment-Management-Summit-20190f7071013282280f3b61303d0bb561c7MM/DD/YYYY

2018 Testimonials

“The event was very interesting, in particular the Emerging Markets panel; Ms. Carmel Peters was the best speaker.”  

“It is the most high quality institutional event in our yearly calendar and we look forward to next year’s event.”

Dr Amir Ali Farman-Farma, Flora Family Foundation

“The format of panels & interviews made it really engaging.”

UKPN

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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?

This year’s FT Investment Management Summit will deep dive into how investment strategies 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.

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Agenda - 24th Sep

  • 9:00am
    Opening remarks from the Chair

    Patrick Jenkins, Financial Editor, Financial Times

  • 9:05am
    Opening address – Fear vs. fundamentals – are we talking our way into another recession?

    As markets decelerate and the global growth momentum slows, concerns are growing that a recession may be around the corner.  Where are the real vs perceived risks?  Will market fundamentals remain sound, despite increased volatility in the macroeconomy and in politics? Are we in for a slowdown or a meltdown? 

    Martin Wolf CBE, Chief Economics Commentator, Financial Times

  • 10:00am
    Fireside chat: Making sense of political risk - what will matter in the long run?

    Political risks continue to be a persistent force influencing markets and investor sentiment. Concerns around Brexit and trade tensions remain high but new factors, from cyber attacks to the potential for conflict in the Gulf region are also emerging, often known but under assessed.
    Looking ahead, what are the risks likely to have the greatest market impact in the year ahead and how should investors prepare?

  • 10:20am
    Leaders’ Insights: Planning portfolios for the knowns and unknowns

    Predictions of a turn in the economic cycle poses opportunities and challenges for investors who must gear up for potential volatility in returns across the board.  How can asset owners prepare for the long-term when the short-term is so uncertain?  As investment discipline and strengthened risk management strategies become essential, how important are asset quality and liquidity considerations to ensure agility under any market conditions?

    Carl Astorri, Head of Asset Allocation and Research, AustralianSuper

    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

  • 11:00am
    Networking Break
  • 11:30am
    Concurrent Streams

    Stream A: Innovation in investment

    Stream B: Finding value amid uncertainty

    11.30

    Actively managed ETFs – the next generation?

    Risks and rewards of commercial real estate

    11.55

    New avenues for growth in factor
    investing

    High yield debt – is now the right time?

    12.20  

    Technological shifts keynote and  discussion: From Blockchain to AI - maximising the growing influence of technology on investing

    Keynote and Panel - Buying China – Balancing new opportunities and old risks 

  • 1:00pm
    Lunch
  • 2:10pm
    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?

  • 2:30pm
    Dialogue: Corporate Debt – A bubble waiting to burst?

    Fuelled by the low interest rate environment of the ten or so years since the financial crisis, debt held by nonfinancial corporations has reportedly grown by US$29 trillion, with about US$1.5 trillion due to mature in the next five years.  How vulnerable is this market to the current environment of monetary policy tightening, tapering, trade tensions and more?  As banks seek to take on less risk than in previous years, who will be on the buy-side if a sell-off occurs?  How should investors recalibrate their approach to this market against a background of changing conditions?

  • 3:10pm
    Networking break
  • 3:30pm
    Fireside chat

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

    In conversation with the Financial Times

  • 4:00pm
    Lex Debate: ESG Integration Truth and Consequences: Can You Do Well and Do Good?

    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 debate and vote on the motion whether investors can, in reality, save the world.

    Catherine Howarth, Chief Executive, ShareAction

    Moderated by: Ralph Atkins, Lex Writer, Financial Times

  • 4:40pm
    Leaders Panel: Brexit – a game-changer or just another challenge for the long-term investor?

    Rain Newton-Smith, Chief Economist, CBI

     

  • 5:20pm
    Closing remarks and close of conference

Speakers (7)

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).

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. He has 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 Nottingham University, Kingston University, Macquarie University, the London School of Economics, Warwick University and KU Leuven.

Rain  Newton-Smith

Rain Newton-Smith

Chief Economist
Confederation of British Industry

Rain Newton-Smith is the Chief Economist at the Confederation of British Industry. She and her team provide business leaders with advice on the UK economic outlook and global risks. Previously, Rain was head of Emerging Markets at Oxford Economics where she managed a large team of economists and was the lead expert on China. Prior to that, Rain worked on the international forecast for the Monetary Policy Committee at the Bank of England and also led a team with responsibility for developing a risk assessment framework for the UK financial system. While at the Bank, she also went on secondment to the International Monetary Fund in Washington D.C. where she was an adviser to the UK executive director. Rain was honoured by the World Economic Forum in 2012 as a Young Global Leader.

Carl Astorri

Carl Astorri

Head of Asset Allocation and Research
AustralianSuper

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.

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.

Catherine  Howarth

Catherine Howarth

Chief Executive
ShareAction

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.

Peter J Pereira Gray

Peter J Pereira Gray

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

With effect from October 2017, Peter Pereira Gray is Managing Partner and Chief Executive Officer of the Investment Division of The Wellcome Trust.  He is a member of the Investment Committee holding joint accountability, with the Chief Investment Officer, for the $30 billion global multi asset investment portfolio and the leadership of the 36 person Division. Mr Pereira Gray joined the Wellcome Trust in 2001 as Head of Property Investment, and in 2005 acted as primus inter pares leader of the Division during the CIO interregnum.  Since then, he has worked across the total portfolio, specialising in the private asset classes. He previously worked for Prudential UK for 12 years, latterly as a director in the property portfolio management division.

Mr Pereira Gray is the chairman of the UK farming & land management business, FarmCare Ltd, Premier Marinas Ltd,, and XPG Estates Ltd. He is a Main Board Director of iQ, t; and is an adviser to HRobotics Ltd the UK technology company.  He is a Life Member and past Chairman of the Investment Property Forum, and is a past founding and advisory board member, and member of the Management Board of INREV. He is a member of both the Bank of England Commercial and Residential Property Forums, and a Fellow of the Royal Institution of Chartered Surveyors.  

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Chair & Moderators (1)

Patrick Jenkins

Patrick Jenkins

Financial Editor
Financial Times

Patrick Jenkins has been Financial Editor and Assistant Editor at the Financial Times since 2014. In this role, he shapes the FT’s overall financial coverage, with a focus on financial services and investment. He works closely with the editors of Markets, Lex, FT Money, FTfm and the financial services team. He also contributes 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.

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
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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?
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Fees

Ticket

Fees

Standard Ticket

£1,999 + 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.
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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 Sponsor (1)

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

Supporting Partners (2)

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

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

FTfm is also available online at www.ft.com/ftfm. 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.

Venue

Hilton Tower Bridge Hotel
5 More London Place, Tooley Street
London SE1 2BY

United Kingdom

Tel: +44-203-002-4300

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2018 Testimonials

“The event was very interesting, in particular the Emerging Markets panel; Ms. Carmel Peters was the best speaker.”  

“It is the most high quality institutional event in our yearly calendar and we look forward to next year’s event.”

Dr Amir Ali Farman-Farma, Flora Family Foundation

“The format of panels & interviews made it really engaging.”

UKPN

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