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Main Conference Day One - 2020 AGENDA COMING SOON
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Main Conference Day One - 2020 AGENDA COMING SOON
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Breakfast Briefings
07:45 - 08:2035 mins
CEO Invitation Only
Asset Manager Leaders' Breakfast: In a low return/high volatility environment, where will organic growth come from and who will be the winners?”
- Amin Rajan - Founder, Create Research
- Rick Lacaille - Global Chief Investment Officer, State Street Global Advisors
07:45 - 08:2035 mins
Asset Allocator Only
Fund Buyer Academy – New Digital Tools In The Fund Selector's Tool Kit
- Oren Kaplan - Co-Founder, SharingAlpha
- Ilan Sadoun - Co Founder, Chairman, Caspa Family Office & Wealth Management
- Bart Van Der Ven - Manager and Fund Selector, Accuro Wealth Advisors
- Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
- Brad Prosper - Investment Analyst, Xperia Investment Advisors
08:00 - 08:2525 mins
For Everyone
Registration & Welcome Coffee.
Day 1: The New Asset Innovation and the Datafication of Everything
08:25 - 08:305 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
What are we trying to do in 2019 - Mapping out the goals and innovations that embody FundForum International's 30th edition
- Jenny Adams - Global Executive Producer, FundForum International
08:30 - 08:4010 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
Chairman's Welcome
- Tom Brown - Global Head of Asset Management, KPMG
08:40 - 09:1535 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
What does the Triple Data Revolution mean for your business? From mind to machine, product to platform and core to crowd
- Erik Brynjolfsson - Co-Founder & Director, MIT Initiative on the Digital Economy, MIT Sloan School
09:15 - 09:4530 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
Technology revolutions, inequality and a new role for asset management to address global challenges of funding health and wealth wellbeing -What does the investment management industry need to do to make this a reality?
- Joe Parkin - Head of UK Sales at iShares and Digital Wealth in UK, Netherlands and Nordics, BlackRock
- Michael O'Sullivan - Author, "The Levelling"
- Rose St Louis - Head of strategic partnerships, Zurich UK
- Bill Gourlay - Global Head of Investment Product Development, Aon
09:45 - 10:1530 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
What impact will the digitalisation and tokenisation of assets have on the future shape of investment management? Three different perspectives on the new opportunities and challenges for incumbent and emerging businesses across the value chain.
- Joe Saliba - Deputy Chief Executive Officer, CACEIS
- Neil Ward - CEO, KNEIP
- Laura Bailey - Founder, Qadre
- Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
- Daniel Andemeskel - Director - Head of Innovation Management, Universal-Investment
10:15 - 10:3015 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
The Asset Manager Interview - How to approach the implementation of the “datafication of everything” – what does the new asset innovation mean in practice for asset managers?
- David Tiller - Head of UK Propositions, Standard Life Aberdeen
- Pervaiz Panjwani - Managing Director, EMEA Head of Custody & Fund Services, Citi
10:30 - 11:1040 mins
Morning Coffee & Networking Break
11:10 - 11:155 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Introducing Data Capital & Next Gen Asset Management
11:10 - 11:155 mins
Operations - Room 180, 1st Floor
Introducing FundForum Ops
11:10 - 11:155 mins
Investment - Room 173, 1st Floor
Introducing FundBuyer solutions: content-rich fund showcases on the best new opportunities and high conviction themes. PMs present in-front of an exclusively fundbuyer and asset owner audience
- Maria Simon - VP, Client Success, eVestment
11:10 - 11:155 mins
Distribution - Auditorium 10 & 11, 1st Floor
Introduction Distribution
- Lena Lundholm-Micko, - Head of Nordic Region, Blackrock
11:10 - 11:155 mins
Smart Market Intelligence - Room 181, 1st Floor
Introducing Smart Markets Intelligence: thought-leadership, insight, innovation in the next evolution of global markets
11:15 - 12:4590 mins
Investment - Room 173, 1st Floor
Fund Buyer Solutions Day 1
- Maria Simon - VP, Client Success, eVestment
- Mark Baribeau, CFA - Managing Director, Jennison Associates
- Sonia Fasolo - Head of SRI/ SRI Fund Manager, La Financiere de l'Echiquier ( LFDE)
- Mark Phelps - CIO for Concentrated Global Growth, Alliance Bernstein
- Thor Olsson - Global Equities Portfolio Manager, Clearbridge
- Giles Money - Global Equities Portfolio Manager, J Safra Sarasin
- Jeremy Cunningham - Investment Director for Fixed Income, Capital Group
11:15 - 11:4530 mins
Smart Market Intelligence - Room 181, 1st Floor
Smart Markets Intelligence – Audience with a global expert 1: Alternative reserves and fiat currencies: Is now the time to go into alternative assets and precious metals? If so which ones, why and for how long?
- Mark O'Byrne - Founder & Research Director, Goldcore
11:15 - 11:4530 mins
Operations - Room 180, 1st Floor
Leaders Panel - Enabling an agile front to back operating model: technology, infrastructure and culture
- Ed Gouldstone - Chief Operating Officer - Asset Management, Linedata
- Terry Yodaiken - Head of Operations - EMEA, First State Investments
- Fabrice Silberzan - Chief Operating Officer, BNP Paribas Asset Management
- Peter Znasik - Director, Head Asset Management Operations, Swiss Re
11:15 - 11:3520 mins
Distribution - Auditorium 10 & 11, 1st Floor
The Global Macro Perspective 2019
- Michael Hasenstab - Executive Vice President, Chief Investment Officer, Franklin Templeton Investments
11:15 - 12:1560 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Digital Transformation is dead. Welcome to the race for data & implementation. Asset Management enters the 21st century: from investors segmentation to improving customer experience and super API’s, discover the best tips from Fintech & leading incumbent.
- Stephanie Griffiths - CMO, ffyn.co
- Niall Bellabarba - Director International, Elinvar
- Anne Choktsang - Head of Innovation, BNP Paribas Asset Management
- Rémi Cuinat - Head of unit-linked assets monitoring and middle-office - Investment division, Generali
- Johannes Schubert - COO, Minveo
- Justine Powell - Founder, Huxley Hub
11:35 - 11:4510 mins
Distribution - Auditorium 10 & 11, 1st Floor
Winds of change – sentiment shifts after a decade of plenty
- Will Mayne - Senior Director, Broadridge Financial Solutions
11:45 - 12:1530 mins
Smart Market Intelligence - Room 181, 1st Floor
Smart Markets Intelligence – Audience with a global expert 2: "The Levelling - What's Next After Globalization? " A call for a revival of democracies under siege in UK, USA and elsewhere, critical for the stable, productive, and peaceful world we all seek. Implications for asset allocation and thematic investing
- Michael O'Sullivan - Author, "The Levelling"
11:45 - 12:1530 mins
Operations - Room 180, 1st Floor
Outsourcing 3.0: Overcoming the key obstacles to forming effective strategic partnerships – scale, expertise, alignment
- Rupert Bull - CEO & Co-Founder, The Disruption House
- Greg Thornton - Managing Director, International Funds, Former Chief Operating Officer, Principal Global Investors
- Karen Zachary - COO, CRUX Asset Management
- Matthew Bax - Managing Director, Custody & Fund Services, Citi
11:45 - 12:1530 mins
Distribution - Auditorium 10 & 11, 1st Floor
Spotlight on European Institutional asset owners: Comparing approaches to different investment themes and how to access best solutions - outsourced CIOs, direct fund selection, mandates or via consultants?
- Oliver Roll - Founding Partner, 4AlphaDrivers
- Olivier Rousseau - Executive director, FRR (The French pension reserve fund)
- Inger Huus-Pedersen - Chief Portfolio Manager, PKA
- Charlotte Mark - Chief Financial Officer, LD Pensions ( Lønmodtagernes Dyrtidsfond )
12:15 - 12:4530 mins
Operations - Room 180, 1st Floor
Best in Class Innovation Showcase: Brand new outsourcing solutions
- Maren Schmitz - Partner, KPMG
- Rowan Gillespie - Vice President – Global Foreign Exchange Sales, Northern Trust
- Charifa El Otmani - Head of GPI EMEA, Swift
12:15 - 12:4530 mins
Distribution - Auditorium 10 & 11, 1st Floor
Identifying the strategies and solutions where active asset managers can deliver tangible value as we move towards more passive funds and zero fees
- Hortense Bioy - Director of Passive Strategies and Sustainability Research, Europe, Morningstar
- Jamie Hammond - CEO, AllianceBernstein Ltd (UK)
- David Wright - EMEA Head of Product Strategy for Systematic Active Equity (SAE) business, Blackrock
- Nick Lyster - Global Head of Wealth Advisory Services, Principal Global Investors
- Bryon Lake - Managing Director, Head of International ETFs, J.P. Morgan Asset Management
- Stuart Parker - President & CEO, PGIM Investments
12:15 - 12:3520 mins
Data and Building Next Gen Asset Management - Exhibition Stage
An interview with an AI Innovator - How AI innovation is reshaping investment management -- New use cases and a glimpse into the AI R&D pipeline
- Miroslav Petrov - Head of Innovation & Co-founder, Fortia Financial Solutions
- Jenny Adams - Global Executive Producer, FundForum International
12:15 - 12:4530 mins
Smart Market Intelligence - Room 181, 1st Floor
Smart Markets Intelligence – Audience with a global expert 3: The strategic implications of what the Chinese Ministry of Commerce’s China E-Commerce Blockchain Committee means to the market forces: controlling a forecasted $100 trillion of which China owns 70%
- Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
12:45 - 14:0075 mins
Networking Lunch, Audience with a Keynote and SEE LINE-UP BELOW for Boutique/ Emerging Manager Selection Workshops & Showcases
- Erik Brynjolfsson - Co-Founder & Director, MIT Initiative on the Digital Economy, MIT Sloan School
- Jenny Adams - Global Executive Producer, FundForum International
- Antony John - Principal, Ilex Associates
- Manuela Cedarmas - Senior PM, Head of Emerging and Frontier Markets, Tages Capital
- Adam Choppin - Manager Research – International Equities, FIS Group, Inc.
14:00 - 15:0060 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Building the next gen investment process and making it relevant: New leaders in behavioural quantimental & machine learning in wealth management
- Clare Flynn Levy - CEO and Founder, Essentia Analytics
- Justina Deveikyte - Associate Director, Cerulli Associates (Europe)
- Dan Kemp - Chief Investment Officer, Morningstar Investment Management Europe Ltd
- Sandrine Ungari - Head of cross-asset quantitative research, Société Générale
- Alex Gioulekas - Prognosis Machines Fund, Coeli AB
- Matthew Killeya - co-CIO at Cantab, GAM Systematic
- Stephen J. Barnett - CEO & Founder, Util
14:00 - 14:3030 mins
Distribution - Auditorium 10 & 11, 1st Floor
Changes in front end distribution models and the battle for asset allocation: Post Mifid 2 the world is moving fast towards discretionary and model portfolios, what are the new business models, distribution dynamics and partnership opportunities for third party funds? Plus Sli.do Survey
- Diana Mackay - Managing Director, Global Distribution Solutions, Broadridge
- Hans Georgeson - Chief Executive Officer, Axa Architas
- Pierre Adrien Domon - Member of the Management Committee, Fund Channel
- Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment
- Adina Grigoriu - Actuary, Active Asset Allocation expert, Lady of FinTech 2017, Active Asset Allocation
- Jeffrey Bloom - Senior Relationship Manager, UBS Global Wealth Management
14:00 - 14:3030 mins
Investment - Room 173, 1st Floor
New asset allocation in the great market reset: what are the new asset classes and new asset allocation tools in a period of volatility
- Amin Rajan - Founder, Create Research
- Wei Li, CFA - Head of EMEA Investment Strategy for BlackRock ETF & Index Investments, BlackRock
- Théodore Economou - CIO, Multi-Asset, Lombard Odier Asset Management (Switzerland) SA
- Justin Onuekwusi - Fund Manager, Head of Retail Multi-Assets Team, Legal & General Investment Management
- Florian Ielpo - Head of Macroeconomic Research, Cross Asset Solutions, Unigestion
14:00 - 14:3535 mins
Operations - Room 180, 1st Floor
(Even More) Disruption in the back office: Latest market trends in emerging and developing tech
- Olivia Vinden - Director, Head of Fintech & Innovation, Alpha FMC
- Mathieu Maurier - Country Head, Luxembourg, Societe Generale Securities Services
- Paul Ellis - Global Head of Regulatory Product Development, HSBC Securities Services
- Arnaud Misset - Chief Digital Officer, Caceis
- Paul Kilcullen - Head of Custody & Funds Services Ireland, Citi
- Scott Kurland - Global Head of Product & Marketing, SS&C Singularity
14:00 - 15:0060 mins
Smart Market Intelligence - Room 181, 1st Floor
The phenomenal and necessary growth in global green finance – Opportunities and challenges for issuers, lenders, asset managers and governments
- Allan Walker - Green Finance Specialist, Financial and Professional Services Group, Department for International Trade UK (DIT)
- Eila Kreivi - Head of the Capital Markets Department and Director,, European Investment Bank
- Karl Smith - Managing Director (MIRA), Green Investment Group, Green Investment Group, Macquarie
- Graham Smith - Director, Sustainable Finance Unit, HSBC
- Yan Wang - Deputy General Manager, Bank of China UK
- Aled Jones - Head of Sustainable Investment, Europe, FTSE Russell, & Information Services Division, London Stock Exchange Group
- Dan Wells - Partner, Foresight Group
- Vasiliki Pachatouridi - Head of EMEA iShares Fixed Income Product Strategy, Blackrock
14:30 - 15:0030 mins
Distribution - Auditorium 10 & 11, 1st Floor
What will the private bank of the future look like?
- Yuri Bender - Editor-in-Chief, Professional Wealth Management, Financial Times
- James Bevan - Chief Investment Officer , CCLA Investment Management
- Ylva Baeckstrom, PhD - Lecturer in Finance, King's Business School, King's College London
- Philip Watson - Head of the Global Investment Lab and Chief Innovation Officer, CITI Private Bank
- Stephen Wall - Co-founder, The Wealth Mosaic
- Luc Leclere - International Europe Market Manager, Head of Key Clients - Member of the Executive Committee, BNP Paribas Wealth Management
14:30 - 15:0030 mins
Investment - Room 173, 1st Floor
Where to find consistent returns with active alpha: How to blend stock-pickers and growth – what are going to be the high conviction investment themes are set to deliver stellar returns in the next decade?
- Amin Rajan - Founder, Create Research
- Javier Rodriguez-Alarcon - Head of Quantitative Investment Strategies EMEA, Goldman Sachs Asset Management
- Thor Olsson - Global Equities Portfolio Manager, Clearbridge
- Valentijn van Nieuwenhuijzen - CIO, NN Investment Partners
14:35 - 15:0025 mins
Operations - Room 180, 1st Floor
How to be smart about Intelligent Automation: Driving the desired benefits and calculating the impact on ROI
- Reema Kotecha - Director, EY Wealth and Asset Management Advisory, EY
- Phil Tattersall - Director - UK Wealth & Asset Management Data and Analytics Advisory Practice & EMEIA Lead for Intelligent Automation in Wealth & Asset Management, EY
15:00 - 15:3030 mins
Investment - Room 173, 1st Floor
Innovation in unit-linked insurance solutions: A revolution in markets where insurance has been the primary savings vehicle - France, Germany and Italy
- Agnès Lossi - Partner, Indefi
- Denis Cohen-Bengio - Director, Financial Solutions, Groupama Gran Vie
- Betti Candia - CIO, Zurich Investments Life, Italy
- Hubert Zeller - Head Third Party Fund Structuring, UBS Asset Management
- Moritz Gribat - Head of Structuring and Asset Manager Selection, Generali
15:00 - 15:3030 mins
Operations - Room 180, 1st Floor
True transparency in the fund distribution chain: Myth or reality?
- Stephan Pouyat - Global Head of Capital Markets, and Funds and ETF Services, Euroclear
- Marcus Miholich - Managing Director, Head of Capital Markets EMEA & APAC, State Street SPDR ETFs
15:00 - 15:3030 mins
Distribution - Auditorium 10 & 11, 1st Floor
Are pension investors losing out on returns from private and illiquid markets? How can we create access to private markets for retail investors through intermediaries?
- Ric van Weelden - Senior Partner, INDEFI
- Tara Gillespie - Senior Vice President, Private Assets, Redington
- Ingo Heinen - Head of BlackRock Alternatives Specialists Team, EMEA, Blackrock
- Julian Temes - Head of Investment Management, Strategic Implementation, Zurich Group
- Johnny El-Hachem - CEO, Edmond de Rothschild Private Equity
- Olivier Fines - Head of Advocacy, EMEA, CFA Institute
15:00 - 16:0060 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Quant and the new AI-gorithmic trading: How the arrival of data is transforming trading at warp speed and what this means for your business - and wider market stability
- Alexandru Agachi - Co Founder, COO, Empiric Capital
- Andrew Mann - Doctoral Candidate, University College London, Coinstrats
- Niklas Hojman - COO & Co-Founder, Century Analytics
- Guillaume Vidal - CEO & Co-Founder, Walnut Algorithms
- Mads Ingwar - CEO & Founder, Kvasir AI
15:00 - 15:3030 mins
Smart Market Intelligence - Room 181, 1st Floor
ESG in Illiquid infrastructure investing blending public and private markets: Best practice Scandinavian active stewardship in aligning the investment value chain into the portfolio - how to manage investors innate short-termism
- Jesper Kirstein - CEO, Kirstein AG
- Anders Schelde - CIO, MP Pension
- Rasmus Juhl Pedersen - Head of ESG, Paedagogernes Pension (PBU) and chairman of Dansif
- Peter Køhler Lindegaard - Head of Investments, Industriens Pension
- Henrik Nøhr Poulsen - CIO, PFA ASSET MANAGEMENT
15:30 - 16:0030 mins
Investment - Room 173, 1st Floor
Everything you always wanted to know about IBOR* but were afraid to ask
- Marieke van Eenennaam - Associate Partner, Wealth & Asset Management, EY
- Paul Ellis - Global Head of Regulatory Product Development, HSBC Securities Services
- Ulrik Strandgaard - Senior Product Owner, SimCorp
15:30 - 16:0030 mins
Smart Market Intelligence - Room 181, 1st Floor
From ESG & SRI to Impact Investing, from liquid to non-liquid investments - a snap shot of what leading family offices across Europe really want!
- Markus Hill - Independent, Asset Management Consultant
- Christoph Kind - CEO, head of asset allocation, Marcard, Stein & Co
- Marcel Müller - Partner , HQ Trust
- Frédéric Guibaud - Analyst, AlphaBet Asset Management SA (AlphaBet
- Florian Schmitt - CIO, Schmitt Unternehmensgruppe, Fulda
15:30 - 16:0030 mins
Distribution - Auditorium 10 & 11, 1st Floor
Institutional sub-advisory mandates: Development of partnerships and discretionary subadvisory
- Andreas Pfunder - Founder and CEO, instiHub Analytics
- Stéphane Corsaletti - CEO, ABN AMRO Investment Solutions
- Paolo Biamino - Director, Head of Fund Selection, Euromobiliare A.M.
- Rob Johnson - Head of Investments, Nedgroup Investments
- Michael Curtin - Partner, Mercer Investment Consulting
15:30 - 16:0030 mins
Operations - Room 180, 1st Floor
Innovations in platform-based solutions from across the ecosystem: Finding efficiencies, increasing transparency, cutting costs and improving client experience
- Gillian Hepburn - Intermediary Solutions Director, Schroders
- Gavin Lavelle - Managing Director, EMEA, Charles River Development, A State Street Company
- Aaron Overy - Head of Client and Manager Development, AMX
- Wava Bodin - Founder & CEO, Fundrella AB
16:00 - 16:3030 mins
Afternoon Coffee & Networking Break
16:30 - 17:0535 mins
Distribution - Auditorium 10 & 11, 1st Floor
Client Experience - the last battleground. Delivering clients ‘service alpha’
- Roland Meerdter - Co-Founder, Door
- Midhat Syed - Manager Researcher, Skagen Funds
- Ian Crispo - Head of Fund Selection, Deutsche Bank Wealth Management
- Guendalina Bolis - CEO , Inversis Gestion
- Will Nott - CEO, SYZ Asset Management & President of EFAMA
- Richard Garland - Managing Director, Global Advisor, Investec Asset Management
- Colin Fitzgerald - Head of EMEA Distribution, Invesco
16:30 - 17:3060 mins
Smart Market Intelligence - Room 181, 1st Floor
Impact investment evolution- Building metrics, scale and pipeline in impact to maximise distribution
- Evita Zanuso - Senior Director, Big Society Capital
- Paul Miller - CEO, Bethnal Green Ventures
- Michelle O'Keeffe - Governance and Sustainability Analyst, Positive Change Fund, Baillie Gifford
- João Ferrão dos Santos - Impact Investing Principal - decoding impact, Maze
- Malene Bason - Founder, FutureImpact
- Søren Stig - Partner, Nordic Impact
16:30 - 17:3060 mins
Operations - Room 180, 1st Floor
Deloitte Survey: Future Asset Management strategy across distribution, product development, regulation – and what are the asset servicing requirements to meet strategic objectives?
- Dan Worthen - Senior Manager, Digital Financial Services, Deloitte
- Simon Ramos - Partner, IM Advisory & Consulting Leader, Deloitte
- Clive Bellows - Head of Global Fund services EMEA, Northern Trust
- Ileana Sodani - Managing Director, BNY Mellon
- Ugo Sansone - General Manager, Allfunds Bank International
- Tomas Murillo - Head of International, Degroof Petercam Asset Management
16:30 - 17:0030 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Next generation digital assets and tokenisation in financial services: Exploring new trading models linking the customer-driven meta-system together of payments, insurance and investments.
- Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
- Yuri Lobyntsev - CTO & Co-Founder, Cindicator
- Philip Fortio - CEO & Founder, TokenBlocks
- Jakob Drzazga - CEO, Brickblock
17:00 - 17:3030 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Blockchain innovations in making asset management inclusive and transparent: Next generation use cases from around the world
- Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
- Kate Webber - MD, Head of Product Development, Calastone
- Alexander Chekanov - Chief Architect, National Settlement Depository of Russia
- Nick Williamson - CEO & Founder, Qadre
17:05 - 17:3530 mins
Distribution - Auditorium 10 & 11, 1st Floor
The evolving manager selection process – a new way forward from sophisticated investors and consultants
- Jeremy Lee - Director of Institutional Business – EMEA, eVestment
- Anders Karsbaek Bertramsen - Head of External Products, Nordea Asset Management
- Kasper Hagedon - Portfolio Manager, ADDEK ApS
- Michael Simmeth - Head of Manager Selection, LGT Capital Partners
Closing Plenary KeyNote
17:35 - 18:0025 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
Day 1 Closing Keynote: From the global giants of technology VC to next gen digital leaders, what is going to be the most significant technological development of benefit to humanity in the next five years?
- Olivia Vinden - Director, Head of Fintech & Innovation, Alpha FMC
- Dov Moran - Managing Partner, Grove Ventures
- Eric Osiakwan - Tech entrepreneur, angel investor and champion of the KINGS of African digital economy, Chanzo Capital
- Sakshi Chhabra - Director, Softbank Investment Advisers
18:00 - 20:00120 mins
FundForum International Day 1 Drinks Reception at The Tree House ( on site at the Bella Centre)
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