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10:45 - 11:15

Morning Coffee & Networking Break

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15:30 - 16:00

Coffee & Networking Break

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08:15 - 09:00 45 mins
For Everyone
Registration & Welcome Coffee
08:15 - 09:00 45 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
ESG war game scenario analysis

This is your step-by-step guide to applying ESG in a systematic and impactful way; how to do it, what is the universe and how to consider integrating ESG.

09:00 - 09:05 5 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Summit introduction: Managing risk, finding new opportunities - Best practice strategies from leading asset managers, fund buyers, asset owners and thought leaders of reference at the cutting edge of ESG

Part of the FundForum How To Think About Sustainability Initiative.

ESG is no longer just a nice-to-have vertical product line. Sustainability is a commitment, a philosophy that is proven at every process in the value chain. For many leading asset owners, governments, stakeholders across Europe a commitment to sustainability and the rapid -transition to a low carbon economy is the number one mission.

FundForum is committed to enabling investment management to innovate and be a catalyst for addressing climate change. Throughout the 2019 flagship event there will be a number of specialist days and sessions addressing how to think about sustainability. From ESG implementation to green bonds, SDGs, the Circular Economy, new business models, impact investing and Gen Z and millennial values, sustainability is centre stage at Fund Forum International. The Summit will focus on:

  • Best practice in integrating ESG into your portfolio for climate risk management
  • How to apply ESG to accurately identify new investment opportunities
  • How select the asset managers illustrating genuine commitment to sustainability: how do they demonstrate this purpose alignment across the business?
  • New Metrics and transparency


09:00 - 09:10 10 mins
All-day Summit 2: Inside ETFs
Opening Remarks & Welcome
  • Chairman John Swolfs - CEO, Inside ETFs
09:00 - 09:15 15 mins
Info
All-day Summit 3: Digital Asset Professionalisation and Innovation
Summit Introduction: Digital assets and the new asset intelligence: Gateway to transparency, inclusion and next generation growth. Hear from practitioners, thought-leaders and user-cases on new best practice as the sector matures

What is it?  What are your major competitors are preparing to launch? Best-practice rules, design and development for where the smart money is going in next generation institutional growth

Why and how the professionalisation of digital assets and broader digital finance agenda heralds a new growth era for asset management, as arge global players ready to launch their own blockchain innovations.

Part of the FundForum New Asset Intelligence Initiative with Global Digital Finance Association

Why attend?

Explore best practice rule-sets, partnering, eco-system design and development and digital infrastructure to support the development of new transparent and liquid asset classes. 

A summit for forward-looking asset /wealth managers and capital markets players looking to find and develop new avenues for high margin growth as crypto-assets mature and join mainstream financial services. The major players are now ready to unveil their strategic responses.

The FundForum Digital Asset Intelligence Initiative is a multi-channel, multi part programme exploring how innovators are building a digital asset intelligence which will shape the future of asset management. A new investment ecosystem which is AI + HI, transparent, liquid and delivers trusted, real life financial solutions to the end investor. It is driven by emergent innovators and leaders in AI, ML, Quantum, Crypto, Behavioural Finance and the most sophisticated institutions.

Part of the FundForum New Asset Intelligence Initiative

Why and how the professionalisation of crypto-assets and broader digital finance agenda heralds a new growth era for asset management. Large global players ready to launch their own blockchain innovations.

Best practice rule-sets, partnering, eco-system design and development and digital infrastructure to support the development of new transparent and liquid asset classes. 

For forward-looking asset /wealth managers and capital markets players looking to find and develop new avenues for high margin growth as crypto-assets mature and join mainstream financial services. The major players are now ready to unveil their strategic responses.

The FundForum Digital Asset Intelligence Initiative is a multi-channel, multi part programme exploring how innovators are building a digital asset intelligence which will shape the future of asset management. A new investment ecosystem which is AI + HI, transparent, liquid and delivers trusted, real life financial solutions to the end investor. It is driven by emergent innovators and leaders in AI, ML, Quantum, Crypto, Behavioural Finance and the most sophisticated institutions.



09:10 - 09:50 40 mins
Info
All-day Summit 2: Inside ETFs
So You Want to Launch A European ETF: What You Need to Know

The writing has been on the wall for a while now: ETFs aren’t going away, and more importantly, they’re growing. But is there room for more entrants? The simple answer is yes. Hear from our industry experts as they share the road map for launching a successful ETF in Europe

09:15 - 09:45 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Lessons learned from crypto boom and bust: How digital assets are maturing and professionalising to deliver a new trusted asset intelligence
09:40 - 10:10 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Why ESG has become the boardrooms’ most pressing issue from asset manager to asset owner.
  • Peter Branner - Chief Investment Officer, APG Asset Management
  • Rick Lacaille - Global Chief Investment Officer, State Street Global Advisors
  • Eoin Murray - Head of Investment, Hermes Investment Management
  • Jean-Philippe Desmartin - Head of Responsible Investment, Edmond de Rothschild Asset Management

ESG has leapt into the boardroom in a big way. What does this step change mean across the portfolio and the business and how will politics align to ensure a meaningful impact across the value chain?

09:45 - 10:15 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Quantifying the opportunity for asset management
09:50 - 10:10 20 mins
Info
All-day Summit 2: Inside ETFs
Building a Distribution Strategy: The Do’s & Don’ts

It is now day two, and your ETF is live. What you do from here could make or break it. In this session, we take a closer look at how you build a distribution strategy, shining a light on the challenges ahead, including building and training a sales team, how to find the right partner and reach the masses.

10:10 - 10:40 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Comparing and contrasting metrics. How data and ESG ratings can combine to find alpha and do good.

We all know that defective data is a big problem for sustainable investing and this lack of high-quality metrics is an obstacle to adopting ESG principles. We’ll look at how qualitative methodology is changing, comparing different investment metrics to create a more standardised approach and the importance of driving transparency and accountability to strengthen shareholder relations.

10:10 - 10:45 35 mins
Info
All-day Summit 2: Inside ETFs
Index Construction: Why It Matters More Than You Think

Indexes have come a long way in helping to power the next leg of growth in investing by offering access and reducing costs. But not all indexes are created equal, and those differences can spell double-digit returns, or being fired. In this vital session, we pull back the curtain and address the issues around index construction.

10:15 - 10:45 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Removing the blockages to partnership – The New Code of Conduct GDF and regulators
10:45 - 11:15 30 mins
Morning Coffee & Networking Break
11:15 - 11:45 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Best practice fund selection and ongoing monitoring of external managers
  • Moderator Rohit Vaswani - Head of Insight, Expert Investor
  • Claire Coquard - Head of Sustainability, Fund Selection Team, FundQuest Advisor
  • Anders Karsbaek Bertramsen - Head of External Products, Nordea Asset Management
  • Kirstine Lund Christiansen - Head of ESG, DIP and JØP Pension funds
  • Janet Muir - Finance Director, The Crop Trust

Top asset owners and fund buyers discuss their approaches manager research and how they each ensure a genuine commitment to sustainability. We’ll explore methodologies being used with the aim of better aligning the investment horizons of asset owners and asset managers to mitigate risk.

11:15 - 11:35 20 mins
Info
All-day Summit 2: Inside ETFs
The Regulatory Outlook: Has New Regulations Had Any Impact?

RDR and MiFID II are old news now, but has anything changed? Hear experts from across the industry share their thoughts on the true impact of these regulations, what’s next and the impact of Brexit on the ETF industry.

11:15 - 11:45 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
How do asset managers work with digital - asset innovators to safely, ethically and legally design and develop important new products? Where are the pain points and how to resolve them?
11:35 - 12:15 40 mins
Info
All-day Summit 2: Inside ETFs
The Road Ahead: The Business Leaders Panel
  • Panelist Martijn Rozemuller - Managing Director, Head of Europe, VanEck

Fee wars, volatile markets, changes in regulations and much more have all helped push ETFs to prominence. Where can they possibly go from here, and will the threat of mass customization spell the end of days for ETFs? Hear from the biggest names in the industry as they address those questions and yours in this open and frank conversation.

11:45 - 12:15 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
ESG best practice showcase: How the best managers combine performance with purpose
  • Hilde Jenssen CFA - Product Manager, Nordea Asset Management
  • David Zahn - Portfolio Manager, Franklin Templeton Investments

In our next gen ESG showcase find out how asset managers are demonstrating purpose alignment across the business by creating innovative fund solutions.

11:45 - 12:15 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Lessons learned from the cryptocurrency boom and bust? Who are the leaders distributed ledger technology who have survived and thrived and where are they going now?
12:15 - 12:45 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
The next evolution: Impact and the SDGs – A look at impact investment analysis across Europe
  • Moderator Emmanuel Parmentier - Partner, ESG Advisory, Indefi
  • Kaori Shigiya - Head of SDGs and Thematic Investments, UN PRI (Principles of Responsible Investment)
  • Yvonne Bakkum - CEO and Chair to the Management Board, FMO Investment Management

Hear how asset owners and fund selectors are implementing the SDGs into their own strategies, how they are currently working in portfolios and how impact is being measured using the SDGs. Plus, gain insight into the UNPRI strategic plan and the impact investment market outlook.

12:15 - 12:45 30 mins
Info
All-day Summit 2: Inside ETFs
10 Questions in 20 Minutes With an ETF Market Maker

Everyone thinks they get best execution on their ETF trades, but the truth is, you’re leaving money on the table. Join Inside ETFs as we sit down with a leading market maker, asking the questions you need to know the answers to. Learn more about the true depths of ETF liquidity, when to trade, when not to, and how to work with your market maker to ensure best execution

12:15 - 12:45 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
How to create a digital infrastructure to support the design and development of crypto assets?
12:45 - 14:00 75 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Lunchtime High Table Discussions PLUS Closed door Asset Management Leaders’ ESG Regulation Initiative (by invitation only)
  • Peter Branner - Chief Investment Officer, APG Asset Management
  • Linda French - associate chief counsel, policy maker in sustainable investment, ICI Global

Promoting European wide engagement for long-term value creation and a sustainable financial system

Creating a living, breathing framework to keep pace as ESG grows
The European commission’s proposals are a gamechanger for investors and will have a considerable impact on distribution. There are concerns that the creation of sustainability taxonomy may kill innovation. Investors and asset managers alike will need to consider sustainability risk and the effect on returns when disclosing ESG integration. We will explore which factors are influencing regulation and the opportunities it can provide.

Part 1 – Policy maker viewpoint

Part 2 – Regulator view point 

Part 3 - Asset Manager Leaders in discussion

12:45 - 14:00 75 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Lunchtime High Table Partnership Discussions
14:00 - 14:40 40 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Integrating ESG into the portfolio: A practical view on ESG asset allocation
  • Karin Bouwmeester - Sustainability Manager, ABN AMRO Private Bank
  • Susanne Bolin Gärtner - Head of Fund Selection, Unit-linked insurance, Folksam
  • Hans-Juergen Schaefer - Head of Investment Management, Evangelische Bank
  • Karolina Qvarnstrom - Product Development Manager & Manager Selection, Länsförsäkringar Fondförvaltning AB

This top-notch panel we will share their insights into their current asset allocation strategy, where they see ESG going and the impact they believe this will have on their portfolios in long-term.

14:00 - 15:30 90 mins
Info
All-day Summit 2: Inside ETFs
Practitioners Workshop: Using ETFs to Solve Client Issues
  • Panelists James McManus - Investment manager and head of ETF research, Nutmeg
  • Panelist Matt Tagliani - Head of EMEA ETF Product & Sales Strategy, Invesco

This 90-minute workshop will focus on the implementation of ETFs to solve everyday problems in your clients’ portfolios and your asset allocation. These 3 sessions are designed to leave attendees with the working knowledge to combat the biggest issues facing investors today. Topics to be covered include:

14:30 – 15:00     Using ETFs to Solve Client Issues: Sourcing Income  
15:00 – 15:30     Using ETFs to Solve Client Issues: Creating a Fixed-Income Liquidity Sleeve
15:30 – 16:00     Using ETFs to Solve Client Issues: The Pursuit of Alpha

14:00 - 14:30 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Inclusion User Case: From bitcoin futures to Blockchain Democratization: Inclusion with the goal of affecting change and using blockchain technology to democratize financial access in developing communities
14:30 - 15:00 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Impact Investing User Case: 1. Smart contracts and Infrastructure Investments delivering transparency, liquidity, democratisation to illiquid investments
14:40 - 15:20 40 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Big ideas roundtable discussions: Which are the major growth areas within ESG?
  • Janet Muir - Finance Director, The Crop Trust
  • Hans-Juergen Schaefer - Head of Investment Management, Evangelische Bank
  • Maurizio Totta - Entrepreneur, Impact investor
  • Rohit Vaswani - Head of Insight, Expert Investor

Attendees will now choose from a range of roundtables lead by fund selectors and managers who will discuss major growth areas, including:

  1. How is ESG being used for innovative finance: Investing in food and health for the greater good- Janet Muir, Director of Finance, Crop Trust
  2. Investing in the Amazon: Profitably protecting the Rainforest - Dr. Maurizio Totta, Entrepreneur, Impact investor
  3. Alternative fund structures and clean energy- Hans-Juergen Schaefer, Head of investment Management, Evangelische Bank 
  4. Multi-asset class solutions, ESG, sustainability and impact - Rohit Vaswani, Head of Insight, Expert Investor
  5. Private sector investment and sustainable development
  6. Solar 4.0: The renewable boom is here
  7. Next level social infrastructure and impact investment
  8. ESG investing in emerging markets
  9. Passive is massive, but can it meet the ESG challenge?
  10. Cracking the code of ESG integration in fixed income
15:00 - 15:30 30 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Tokenisation and Real Estate Investing User Case delivering transparency, liquidity, democratisation to illiquid investments Impact Investing for SDGs
15:30 - 16:00 30 mins
Coffee & Networking Break
16:00 - 16:20 20 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
The Big “green” Data shake up. Real life case studies on what works and what doesn’t.
  • Mark Griffiths - Leader in sustainable innovation, World Wildlife Fund (WWF)

Gain unique insight into the results of four projects on how data is cutting though the “greenwashing” and transforming investment outcomes.

16:00 - 17:00 60 mins
Info
All-day Summit 3: Digital Asset Professionalisation and Innovation
Asset manager user cases in digital assets: delivering transparency, liquidity, democratisation to illiquid investments contd
  • Smart contracts and Infrastructure Investments
  • Tokenisation and Real Estate
  • Internet of Things opportunities
  • Arrival of AI in Fixed Income trading heralds the awaited shift
  • New products enabled by AI
  • credit products, peer to peer and SME lending Fractals
16:20 - 16:50 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Client engagement and green sky thinking. The world of aims vs a world of goals.
  • Moderator Bill Gourlay - Global Head of Investment Product Development, Aon
  • Benoit Boru - Chief Executive Officer, Insti7
  • Carina Silberg - Head of Sustainability, Alecta

Communicating the benefits of ESG across client segments by creating a balance between green and profitable goals.

16:50 - 17:20 30 mins
Info
All-day Summit 1: ESG in the Portfolio - Managing Risk, Finding Opportunity
Closing keynote: How an oil giant is reducing its carbon output and helping to improve the world
  • Rasmus Skov - Head of Sustainability, Ørsted

As we know the financial effect of high carbon emissions is significant. Understand how companies in the oil and gas space can are operating in a new low carbon world.

17:00 - 18:00 60 mins
All-day Summit 3: Digital Asset Professionalisation and Innovation
Digital Asset Drinks & High Table Networking
18:00 - 20:00 120 mins
For Everyone
Early registration + FundForum International Welcome Drinks
18:00 - 18:15 15 mins
Info
Leaders’ SubAdvisory & White-Labelling Business Partnerships Summit
Please contact jenny.adams@informa.com if you wish to attend. - The Leaders’ Sub-advisory & White-Label Business Partnerships Summit

For asset manager CEOs from major houses and boutiques, Heads of Business and top white-label distributors   A working party on distribution strategies for growth – a focus on how to structure and win sub-advisory mandates and get the business deal done with leading  white-labellers from US, Italy, UK, Switzerland, insurers

Explore new opportunities for specialist asset managers and boutiques in a small group intensive environment with top level peers. 

In a highly interactive small group session where everyone will have a chance to have their say, meet leading asset owners and fund buyers designing sub-advisory mandates from US, France, Netherlands, Italy, UK, Switzerland.  

1




18:00 - 18:10 10 mins
Info
Invitation Only Strategic War-game: Geo-Economic Disrupters Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
Introduction to Part 1: FundForum War Games Trilogy - Anticipate the playbook. Your interactive road-map to the Trump New World Order, helping you leap ahead of the geo-economic reset unfolding NOW

CEOs, CIOs, COOs of asset managers, wealth managers and asset owners, make sure you ride the rise of smart digital assets, dodge asset weaponization  and navigate secure datafication – or else, be roadkill on the Belt & Road.


18:10 - 18:20 10 mins
Info
Invitation Only Strategic War-game: Geo-Economic Disrupters Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
The Scenario unfolds: Imagineering the digital asset future of everything. Trump ushered in the Great Reset with a geo-political wrecking ball of tariffs and tweets. As “globalism” fades, what will take its place? As credit and “free” (QE) money freezes, what is next? How will climate dislocations disrupt? When will Belt and Road replace the old system?

“A new wind is blowing, that of digitalization. In this new world, we meet anywhere, any time. The town square is back—virtually, on our smartphones. We exchange information, services, even emojis, instantly… peer to peer, person to person. We float through a world of information, where data is the “new gold”—despite growing concerns over privacy, and cyber-security. A world in which millennials are reinventing how our economy works, phone in hand. And this is key: money itself is changing..” 

Christine Lagarde, IMF Managing Director “Winds of Change” Speech Singapore Nov 2018


18:15 - 18:45 30 mins
Info
Leaders’ SubAdvisory & White-Labelling Business Partnerships Summit
- A top level working party on distribution strategies for growth – a focus on how to structure and win sub-advisory mandates and get the business deal done with leading white-labellers from US, Italy, UK, Switzerland, insurers - Boardroom discussion Part 1 - Best practice revenue share, capabilities, responsibilities, cost with granular pricing differences
  • Moderator Richard Bruyère - Managing Partner, Indefi
  • Speaker Christophe Girondel - Member of Executive Management & Global Head of Distribution, Nordea Asset Management
  • Speaker Alen Zeljkovic - Managing Director, Products & Solutions, ABN AMRO Private Banking
  • Speaker Lorenzo Gazzoletti - Deputy CEO, Oddo Bhf Asset Management SAS
  • Speaker Andre Mueller-Wegner - MD, Head, Global Wealth Management Client Coverage, UBS Asset Management

8.00 – 20.00 discussions

  • What do best practice partnerships look like for discretionary sub-advisory investment solutions – opening new opportunities for specialist asset managers and boutiques
  • How to negotiate win-win revenue share, capabilities, responsibilities and understand costs with granular pricing differences
  • How to negotiate knowledge sharing and IP
  • Service provider – custodians issues/ What can be outsourced so AMs can concentrate on core expertise of adding value?
  • What are the distribution implications for the white-labeler

 

18:20 - 19:30 70 mins
Info
Invitation Only Strategic War-game: Geo-Economic Disrupters Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
So what should you do? Shaken, not stirred…five tables will war game the geo-economic future: CyberSecurity 2) Datafication 3) China Belt & Road 4) ClimateTech 5) New Structures and Alliances from Brexit, to Hanseatic League and China-UK bank mergers ….

Over three rounds led by your master war-gamer Brian Byrne, explore silent battles now unfolding in the realms of CyberSecurity (Hitachi v. CyberArk), Datafication (Palantir v. Alphabet v. ACC), Belt & Road (MidEast v. Europe v. USA) and ClimateTech (thought school of Warming v. Mini Ice-Age theory) .

Whoever can see or shape the outcomes will reap vast rewards like Dr. Blofeld in SPECTRE James Bond movie. Not only new asset classes (e.g.  crypto) but also smart-tech tools (e.g. self-managing assets, smart contracts). Outcomes will be driven by what is perceived TO BE the future: real or fake.  Asset Managers who thrive will master blockchain, quantum and AI…to discern which “future” might arrive and when.  How will you respond to the Chinese ACC Chain vision of digitizing/ securitizing every physical thing on the planet---from a single pomegranate in a grocery store to an hour spent in an Uber?

18:45 - 19:15 30 mins
Leaders’ SubAdvisory & White-Labelling Business Partnerships Summit
Boardroom Discussion Part 2 – implications for knowledge sharing and IP in developing successful sub-advisory partnerships
  • Moderator Richard Bruyère - Managing Partner, Indefi
  • Speaker Lorenzo Gazzoletti - Deputy CEO, Oddo Bhf Asset Management SAS
  • Speaker Alen Zeljkovic - Managing Director, Products & Solutions, ABN AMRO Private Banking
  • Speaker Christophe Girondel - Member of Executive Management & Global Head of Distribution, Nordea Asset Management
  • Speaker Andre Mueller-Wegner - MD, Head, Global Wealth Management Client Coverage, UBS Asset Management
19:15 - 19:45 30 mins
Leaders’ SubAdvisory & White-Labelling Business Partnerships Summit
Boardroom Discussion Part 3. What can be outsourced so asset managers can concentrate on core expertise of adding value?
19:30 - 20:00 30 mins
Info
Invitation Only Strategic War-game: Geo-Economic Disrupters Trilogy Part 1: From Russia with love: “truth or tweet” in the Marco Polo 2.0 world
What's the outcome? setting the scene for the big questions being raised at FundForum 2019 - from these scenarios learn how you will have to unbundle and redesign the role of the Asset Manager to survive.

Time to unbundle and redesign the role of the Asset Manager: What portion will be AI and what portion will be human discernment? We see AMAZON and ANT FINANCIAL looming large, but who will be the next juggernaut in our A/M backyard (both product and advisory)?

19:45 - 20:00 15 mins
Leaders’ SubAdvisory & White-Labelling Business Partnerships Summit
Open Q&A