Main Conference, Day 1, Tuesday 25th June 2024 - CET/CEST (Cent Europe Summer, GMT+2)
Main Conference, Day 1, Tuesday 25th June 2024 - CET/CEST (Cent Europe Summer, GMT+2)
Meet outside of the Grimaldi Forum for a beautiful early morning run around the harbour and up through the Botanic Gardens to the viewpoint and back
Part of our event long Women Mean Business programme highlighting the voices of extraordinary women and some exceptional female-led high impact teams.
- Maria Cantillon - Managing Director, Securities Services UK & MEA Cluster Head, Citi
- Dr Pippa Malmgren - Geopolitician, Washington DC insider and geopolitical strategic influencer
What new active, passive or alternative thematic solutions and partnerships will provide long term value for our customers?
A discussion in two parts.
Part One - New opportunities and threats for investment leaders
- Yuri Bender - Editor, FT PWM
- Sonja Laud - Chief Investment Officer, LGIM
- Pete Cherecwich - President of Asset Servicing, Northern Trust
- Xiao Cui - Senior Economist, Pictet Wealth Management
What new active, passive or alternative thematic solutions and partnerships will provide long term value for our customers?
A discussion in two parts.
Part 2 - The Private Bank CIOs Respond
- Yuri Bender - Editor, FT PWM
- Edmund Shing - Global Chief Investment Officer, BNP Paribas Wealth Management
- Nannette Hechler-Fayd’herbe - Chief Investment Officer EMEA, Lombard Odier
- Georgios Leontaris - Managing Director, Chief Investment Officer - Switzerland and EMEA, HSBC Private Bank
- Elizabeth Lumley - All-round Fintech Expert, Deputy Editor, The Banker, an FT Publication
- Tarek Chouman - Managing Director, Global Head of Aladdin Client Business, Blackrock
- Philippe Laurensy - Head of Group Strategy, Product Management and Innovation, Euroclear
- Markus Egloff - MD, Head of KKR Global Wealth Solutions, KKR
- Stephanie Drescher - Partner, CPS and Head Global Head of Wealth Management Solutions, Member Leadership Committee, Apollo
- George Szemere - Head of Alternatives EMEA Wealth Management, Franklin Templeton
- Robert Mullane - Head of the EMEA Alternative Capital Markets Group, Goldman Sachs
- Marco Bizzozero - Head of International & Member of the Executive Committee, iCapital
- Karin van Baardwijk - Chief Executive Officer, Chair of the Executive Committee, Robeco
- Richard Bruyere - Managing Partner, INDEFI
Special focus on most impactful European regulatory updates around retail protection and other major themes
- Elizabeth Lance - Assistant General Counsel, ICI Global
- Stéphane Janin - Global Head of Regulatory Developments and Public Affairs, AXA Investment Managers
- Stevens Kelly - Head of Compliance & Risk, Artisan Partners Europe
- Magali Vercesi - General Secretary, CCAF Commission de Controle des Activites Fiancieres, Monaco
- Mike Hughes - Global Head of Fund Services, Citi
- Gail Weiss - Global Chief Operating Officer, Investments, Aon Trust Company
- James Lowry - Chief Operations Officer, Janus Henderson Investors
Democracy in the balance: US elections, global risk- How can the industry anticipate and protect itself and investors?
- Dr Pippa Malmgren - Geopolitician, Washington DC insider and geopolitical strategic influencer
- Maria Cantillon - Managing Director, Securities Services UK & MEA Cluster Head, Citi
- John Emerson - Vice Chairman, International, Former US Ambassador to the Federal Republic of Germany, Capital Group
- Omar Ali - Managing Partner for EMEIA Financial Services, EY
Building new ecosystems to support strong differentiation and value to investors
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
What does the most successful wealth and asset management business of the future look like?
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
- Akash Shah - Chief Growth Officer, BNY Mellon
- Fadi Abuali - CEO, Goldman Sachs Asset Management
- Daniel Gamba - President, Northern Trust Asset Management
What are the most efficient and economic ways to use technology to support your goals?
AI, Cloud, Investment process – machine learning and AI
Showing strong leadership around the transition to the low carbon economy and stakeholders’ wider E, S & G goals despite geopolitical headwinds
New research(5 minutes) and moderation: Sylvia Pozezanac, CEO, Redington
- Sylvia Pozezanac - CEO, Redington
- Vincent Hamelink - CEO, Candriam
- Christian Hyldahl - Managing Director, Head of Continental Europe, Blackrock
- Mark Versey - Chief Executive Officer, Aviva Investors
- Emmanuelle Mourey - CEO, LBP AM
ISS Fund Governance - What happened here
Tech Platforms, ETFs, and customisation using technology
Highlighting the key new distribution trends 2024: A focus on the rise of tech platforms as passive building blocks, active ETFs and future customisation across all product lines
- Benjamin Reed-Hurwitz - EMEA Research Leader, ISS Market Intelligence
- Matthieu Guignard - CEO Services and Solutions, Distribution and Wealth Division, Amundi
- Paolo Biamino - Head of Client Advisory, Mediobanca Premier
- Florian Foerster - Head of Digital Clients EMEA, Invesco
Exploring new product and price innovation to retain and build AUM across new customer segments
- Angela Billick - CEO & Head of European Products, Manulife Investment Management
- David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
- Christophe Caspar - CEO Global AM, Edmond de Rothschild Asset Management
- Philippe Uzan - Deputy CEO, CIO Global Asset Management, IM Global Partner
Investors are shifting preferences for investment solutions so how does this impact partnerships in the light of the megatrends facing the industry such as increased regulation, fee compression, the passive investment boom as well as new private assets solutions for wealth management channels.
- Mussie Kidane - CIO, North America Advisors, Pictet
- Greg Toskos - Managing Director, Head of Global Financial Sponsors, UBS Wealth Management
- Julie Koo - MD, Global Head of Partnerships and Relationship Management, Citi Global Wealth
- Antonio Bocchino - International Head of Funds & Relationship Management, J.P. Morgan Private Bank
- Anders Karsbaek Bertramsen - Head of External Products, Nordea Asset Management
- Examining private markets - bubble or bargain?
- Searching for value amid market uncertainty
- Questioning the role of central banks.
- Amin Rajan - Chief Executive Officer, CREATE-Research
- Peter Branner - CIO, Abrdn
- Sonja Laud - Chief Investment Officer, LGIM
- Norman Villamin - CIO, Union Bancaire Privee (UBP)
- Thomas Friedberger - Deputy CEO, Co CIO, CEO Tikehau IM, Tikehau Capital
- Lori Heinel - Global Chief Investment Officer, State Street Global Advisors
from EMD to sovereign debt and green bonds where are best opportunities?
- Marianne Dernies - Sub-Advisory Manager, BNP Paribas Asset Management
- Erich Gerth - CEO, RBC BlueBay Asset Management
- Edward Harrold - Investment Director, Capital Group
- Damien Buchet - Chief Investment Officer, Principal Finisterre, Principal Asset Management
- Anders Persson - Chief Investment Officer, Head of Global Fixed Income, Nuveen Global
Why, what, how?
- Olivier Raingeard de la Blétière - Chief Investment Officer - Banque Neuflize OBC & Global Head of Equity - ABN Amro Group, Banque Neuflize OBC
- Stuart Dunbar - Partner, Baillie Gifford
- Stephanie Butcher - Co-Head of Investments, Invesco
How are private banks around Europe getting comfortable about potentially partnering with GPs and what are they looking for?
- Agnes Lossi - Partner, Asset Management Practice, Indefi
- Cyril Demaria-Bengochea - Head of Private Markets Strategy, Julius Baer
- Olivier Paccalin - Deputy CEO, Societe Generale Private Banking
- Davide Elli - Chief Executive Officer and General Manager, Fideuram Asset Management SGR
- Gaetan Aversano - MD, Deputy Head, Private Markets Group, Union Bancaire Privee (UBP)
Helping careful asset managers distribute private wealth products to new customer segments
- Justina Deveikyte - Co-Founder and Managing Partner, NEXTintel
- Jose Cosio - Global ex US Head of Intermediary Distribution, Neuberger Berman
- Salvatore Sberna - Head of Alternative Investments, Azimut Investments
- Lata Vyas - Managing Director, Alternative Funds, Brown Brothers Harriman
- Meliosa O’Caoimh - Ireland Country Head, Northern Trust
Latest thinking from leading CIOs around the long-term strategic asset allocation of private markets in the traditional portfolio
- Luke Hyde-Smith - Head of Third Party Fund Selection, Multi-Asset, Waverton Investment Management
- Jan-Marc Fergg - Global Head of ESG & Managed Solutions, HSBC Global Private Banking & Wealth
- John O'Toole - Global Head of Multi-Asset Solutions, Amundi
- Pablo Martin Pascual - Head of Quality Funds, BBVA Asset Management & Global Wealth
- Romina Smith - Head of Continental Europe, Nuveen
How is the new operating model delivering long term value through finding new ways of managing data and evolving digital capabilities?
- Bill Gourlay - Managing Director, Independent Consultants Network
- Elisa Alonso Sanz - COO (Chief Operating officer) & Managing Director, ABN AMRO Investment Solutions
- Michael Germano - COO and Head of North America, Newton Investment Management
- Tim Goodhind - CRO, FE Fund Info
- Alison Hollingshead - COO, Jupiter
Tech, AI and data Off the starting blocks, four new ideas to transform your operating model
- Herwig Temmerman - Partner, BearingPoint
- Rosheen Dries - Partner, EY
Discover agile models that support new asset classes, diversify portfolios, and drive returns
- Sebastien Danloy - Global Head of Sales & RM for Institutional Investors, Securities Services, BNP Paribas
- Oded Weiss - Managing Director, Multifonds
- Katy Chow - Private Markets Head of Financial Operation, LGT Capital Partners
- Dr Pippa Malmgren - Geopolitician, Washington DC insider and geopolitical strategic influencer
- Maria Cantillon - Managing Director, Securities Services UK & MEA Cluster Head, Citi
- Marie Dzanis - Industry Expert, Veteran CEO
- Breda Sullivan - WMIS Head of Depositary, Custody & Banking Services Europe, U.S. Bank
- Davina Goodall-Smith - Independent Consultant, DGS Advisory
- Diya Luke - Global Head Investment Business, Willis Towers Watson
Global leaders from top mega brands and boutiques are delivering differentiation and growth in an age of commoditisation
- Brian Godins - CCO, Calastone
- Joseph Pinto - CEO, M&G Investments
- Ann Prendergast - Senior Managing Director, Head, Europe, State Street Global Advisors, Europe
- Klaus Schuster - CEO, Fiera Capital
- Nick Wright - CEO, Head of Global Investor & Distribution Solutions, SS&C Technologies
- Richard Garland - Managing Director, Global Advisor, Ninety One
- Bob Hendriks - CCO, ABN AMRO Investment Solutions
- Bernard Aybran - Head of DPM & Funds, CMB Monaco
- Hilary Lopez - Head of EMEA Third Party Wealth Business, Goldman Sachs Asset Management
- Stephane Corsaletti - Chief Investment Officer, Allfunds
- Christian Jasperneite - CIO, M.M. Warburg
- Oliver Roll - Founder, 4AlphaDrivers
What do DACH investors want and how to align your offering to break into the market?
German intermediary investors are becoming more eclectic and are looking for a wide range of niche strategies. How can you participate in this boom? In this session we combine the latest research on DACH fund buyer preferences, strategies for optimising distribution opportunities and a case study of a non German asset manager boutique breaking into the market successfully.
- Achim Denkel - CEO, CAPinside
- Jenny Andersson - Deputy CEO, Sissener
- Gabriele Hartmann - Member of the Board, Perspektiv AG
- Franziska Denkel - Relationship Manager, Auretas Family Trust
- Gillian Hepburn - Commercial Director, Benchmark Capital, Schroders
- Jayne Rogers - Executive Chair, RAM PLC, Chief Group Distribution Officer, Group Executive Committee Wealth & Asset Management, Rathbones PLC
- Veronique Morel - Senior Wealth Manager & Branch Principal, Raymond James
- Nicolas Kopitsis - Head of Intermediary Distribution (APAC and EMEA), PineBridge Investments
How ETFs are adapting and evolving to offer investors access to timely investments in 2024
- Beverly Chandler - Managing Editor, ETF Express
- Matthew Tagliani - Head of Product and Sales Strategy, EMEA ETFs, Invesco
- Howie Li - Global head of Index and ETFs,, Legal & General Investment Management
- Robert Oliver - Head of Business Europe, Global X ETF
5 questions in 10 minutes with a top investor around how they are using ETFs in their portfolio construction; the robo-adviser offering – robo-advisers using ETFs are attracting mass assets – how and why?
Part 1: New research - The coming passive revolution in fixed income investing
Part 2: Active ETFs take centre stage - Reshaping portfolios in 2024
Exploring the definition of an active ETF, the key distinctions from traditional passive ETFs, and how their portfolio management flexibility and potential for alpha generation are reshaping investor portfolios.
- Monika Calay - Director, Head of EMEA passive strategies research team, Morningstar
- Tim Edwards - Managing Director, Global Head of Index Investment Strategy, S&P Dow Jones Indices
The robo-adviser offering – robo-advisers using ETFs are attracting mass assets – how and why?
- Tony O'Brien - Chief Commercial Officer, U.S. Bank
- Kenneth Lamont - Senior Research Analyst, Morningstar UK
Many asset managers were awaiting the regulatory technical standards (the draft RTS) to decide whether to launch an ELTIF. ESMA finally published its final draft RTS end of last year, which contains provisions on minimum holding periods, minimum notice period, minimum liquid assets and maximum redemption limits. Therefore, it would be a really timely topic to access anticipated inflows to such funds from different channels.
The discussion could also cover LPs’ due diligence processes for selecting semi-liquid private assets, the importance of ESG integration in semi-liquid products and share best practices for evaluating ELTIFs.
Before the panel session we could share our research on private wealth investors' allocation to private assets (ELTIFs, semi-liquid open-ended funds, and LTAFs) along with anticipated changes and wealth managers' preferences for both products and fund managers.
- Justina Deveikyte - Co-Founder and Managing Partner, NEXTintel
- Susette Mantzel - Head of Private Market Solutions, BERENBERG
- Jessica Sellam - Managing Director, Rothschild & Co Wealth Management and Asset Management
- Theo Delia-Russell - Deputy Head Private Banking Division and Management Committee, Mediobanca
- Susanne Bolin Gärtner - Former Head of Fund Selection, Danske Bank, Independent expert fund selector
How GPs and LPs overcome the challenges of structuring and servicing the next generation of semi-liquid products
- Peter Beske Nielsen - Partner, EQT Partners
- Alexis Vasquez Meissner - Global Head of Securities Services Sales, HSBC
- Olivia Zitouni - Global Head of Private Assets, CACEIS
- Antony John - Principal, Ilex Associates
How do we enhance capabilities to deliver client value today
- Davina Goodall-Smith - Independent Consultant, DGS Advisory
- Laura Vitagliano - Head of Sustainable Finance Strategy Client Engagement, Securities Services, BNP Paribas
- Cara Williams - Senior Partner, Global Head of ESG and Sustainability, Mercer
- Harry Tong - Product Portfolio Strategy, S&P Global Sustainable1
A fireside chat with leading COOs on establishing robust processes and standards across operations
- Marie Dzanis - Industry Expert, Veteran CEO
- James Ellison - COO, Tenax Capital
- Karen Zachary - COO, Lansdowne Partners LLP
- Nicole DeBlois Greene - Head of Global Investor & Distribution Solutions US, SS&C Technologies
- Des Pierce - COO, Mercer Investment Solutions
- Stuart Gunderson - Chief Operating Officer & Director, Seilern Investment Management
- Arne Martin Moen - Chief Operating Officer - Head of Investment Operations & Technology, Storebrand Asset Management
- Gary Paulin - Head of International Enterprise Client Solutions, Northern Trust
An afternoon of vibrant face-to-face global conversations, community and connections
Champagne High-tables
- Georg Skare Lund - Investment Director External Funds, Storebrand
- Antony John - Principal, Ilex Associates
- Jean-Francois Hirschel - CEO, H-Ideas
- Roger Miners - CEO UK, Member of the Global Executive Committee, BNP Paribas Asset Management
- Tomas Murillo - Member of Executive Committee, Degroof Petercam Asset Management
- Marie Jacot-Cardoen - Member of the Global Executive Committee, Edmond de Rothschild Asset Management
- Jean-Francois Hirschel - CEO, H-Ideas
- Michel Meert - European Consulting Leader for E&Fs and FOs, Mercer
- Didier Chan-Voc-Chun - Head of Multimanagement, Union Bancaire Privee (UBP)
- Nicolas Moussavi - Head of External Investment Solution, Societe Generale
- Paul Waters - Co-Founder & CEO, Natural Capital Associates
- Clare Smith - CIO, Beyond Impact
- Sara Sjølin - Copenhagen Bureau Chief, Bloomberg
- Fiona Frick - CEO , Circe Invest
We seek to shine a light on what’s coming next, to paint a more complete picture of today’s investment landscape, and to provide a better sense of where markets may be heading. We think these indexes will be a valuable tool for documenting, monitoring and evaluating the late-stage VC market—and empower better investment decisions.
- Laura Gonzales - Managing Director EMEA, Pitchbook
- Sabina Comis - Global Managing Partner, Dechert
- Marcus Storr - Head of Hedge Funds, FERI Trust GmbH
- Amy Jupe - Managing Director in the External Investing Group (XIG), Goldman Sachs Asset Management
- Jeff Hammer - Global Co-Head of Secondaries, Manulife Investment Management
- James Williams - Founder, Greenlion
- Martina Sanow - Deputy COO and Partner, Hg Capital
- Ryan Levitt - Portfolio Manager, Core Private Equity, Intermediate Capital
- Victor Mayer - Managing Director, Pantheon
- Teddy Mouawad - Partner, Keyhaven Capital Partners Limited
- James Williams - Founder, Greenlion