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08:00 08:50 (50 mins)

Networking breaks

Morning coffee & late-comer registration

08:10 08:40 (30 mins)

Business leaders forum - distribution

Pitch workshop: storify your business - clarify your message...get attention...win the business

  • Moderator Mr Baldwin Berges - Managing Director, B-D Insider
  • Panellist Mr Adam Choppin - Analyst, Manager Research & Investment Strategy, FIS Group

08:00 08:40 (40 mins)

Asset manager CEO only

Strategic futures breakfast: how to find growth and remain competitive beyond: a leaders' guide for using FundForum to plan your future direction

The FundForum CEO Advisory Board invites you to Strategic Futures, an exclusive CEO strategy series exploring trends that are here to stay. How  can asset managers reposition themselves strategically as the future unfolds?  Combining exclusive research & Chatham House private discussion.


  • Panellist Mr Bill Smith - Senior Managing Director, Chief Executive Officer (UK), Lazard Asset Management Limited
  • Panellist Mr Jim McCaughan - Chief Executive Officer, Principal Global Investors
  • Moderator Professor Amin Rajan - Founder, Create Research
  • Panellist Pascal Blanqué - Global CIO, Amundi Asset Management

08:00 08:40 (40 mins)

Fund buyer only

The FundBuyers Academy Diversification Toolkit 2.0 Breakfast: How to rethink equity/bonds allocations and integrate passive into the portfolio

The FundBuyers Academy is all about how to win in the new thrilling evolutionary environment for investment. The FundForum Fund Buyer Advisory Board invites buyers’ for a peer to peer breakfast to discuss how to construct portfolios to take advantage of these new situations.

In Association with the Association of Professional Fund Investors ( APFI) .

If active to passive is a continuum, where can we use of passive and smart beta to improve portfolio diversification? How do you ensure you get enough diversification in broad asset classes and alpha at the right price?



  • Moderator Mr Jauri Hakka - Managing Director, Widhaby Advisors
  • Panellist Mr Paolo Biamino - Director, Head of Fund Selection, Euromobiliare A.M.
  • Panellist Mr Thomas Abel - Asset Manager and Managing Director , HONORIS Treuhand
  • Panellist Philipp Geller - Partner – Manager Selection, HQ Trust

08:50 09:00 (10 mins)

Geopolitics and investment - risk

Chairman day 1 welcome to FundForum International 2017

  • Chair Mr Tom Brown - Global Head of Investment Management, KPMG

09:00 09:30 (30 mins)

Geopolitics and investment - risk

Geopolitics and the future of globalisation: what is still incorrectly priced in the market?

We only deliver you what has tangible value. Here we present winning insights from one of the very few geopolititans who called both Brexit and Trump votes correctly. Focussing on spotting the micro signals in the market as a key to what really is going on beneath the noise, Dr Malmgren has built a very impressive methodology that has consistently beaten the majority of macro-economists, industry analysts and geopoliticians.  Politics is now considered to be the biggest driver of investment risk and in this powerful presentation Dr Malmgren unpicks the current signals underpinning our interwoven political environments and the future of globalisation. She pinpoints events and situations that the market still has, in her view, incorrectly priced in the market. We guarantee that you will think differently at the end of this session.


  • Speaker Dr Pippa Malmgren - Founder, DRPM Group

09:30 10:00 (30 mins)

Geopolitics and investment - risk

Finding yield among the investment shockwaves of 2017

Within the scenario set out by Dr Malmgren in the previous session, we ask the big question on everyone’s lips, where do you find yield for our millions customers? In this session we bring together some of the world’s leading asset allocators from the leading private banks and distribution networks with influential CEOs from active and passive management. Sharing ideas and challenges to the industry, they will pin point the strategies, solutions and changing models and approaches required to deliver performance and financial security to the world’s savers. Essential if you want to understand the thought processes behind the changing shape of the distribution value chain.

  • Panellist Mr Michael O'Sullivan - CIO, International Wealth Management Division , Credit Suisse
  • Panellist Mr Björn Jesch - Managing Director, CIO, Union Investment Privatfonds GmbH
  • Panellist Mr Jim McCaughan - Chief Executive Officer, Principal Global Investors

10:00 10:30 (30 mins)

Geopolitics and investment - risk

New ways of predicting risk 1: case study: lessons from the only pollster who's innovative methodology correctly predicted Trump

How did so many experts get it wrong? While the main polling companies  consistently failed to predict the major popular votes of 2016, South African, Brandseye declared their assured prediction the night before US election. Using complex algorithms that can interpret social sentiment rather than literal interpretation, Jean-Pierre Kloopers and his team were sure that Trump would win. In this case study, a European first for Brandseye, this methodology and how the result revealed itself is dramatically explained. 


  • Speaker Mr Jean Pierre Kloppers - CEO, BrandsEye (Pty) Ltd

10:10 10:30 (20 mins)

Geopolitics and investment - risk

New ways of predicting risk 2: exploring new methodologies for understanding how people are really thinking and behaving towards politics, policy & brands

In this follow up session to the Brandseye case study, CACEIS’ annual research for FundForum explores new methods that asset managers and other financial services are using to predicting risk when macroeconomic analysis has shown to be are no longer enough. The most advanced firms are now investing in using more innovative ways of capturing peoples’ behaviour, unguarded sentiment and its implications. From drones to social physics there is a whole new world out there in the evolving application of quantitive risk management. Hear what the leaders are doing and adapt your strategy to ensure your business continues to make the right calls.

  • Moderator Mr Joe Saliba - Deputy Chief Executive Officer, CACEIS
  • Panellist Mr Jean Pierre Kloppers - CEO, BrandsEye (Pty) Ltd

10:30 11:20 (50 mins)

Networking breaks

Morning networking break

10:45 11:15 (30 mins)

Future finance forum - new business models

Fintech & new markets: a showcase of transformative thinking

  • Moderator Liz Lumley - Managing Director, Thought Leadership, Rainmaking and Startupbootcamp FinTech
  • Panellist Yan Gloukhovski - Founder, Zeroflows
  • Panellist Mr Jerome Favresse - Co-Founder and CEO, Amareos Ltd

11:15 11:20 (5 mins)

Business leaders forum - distribution

Opening remarks from the Chair

  • Chair Christian Staub - Country Head, Germany, Switzerland, Austria and Eastern Europe, BlackRock

11:15 11:20 (5 mins)

Investment strategy forum - yield

Opening remarks from the Chair

  • Chair Steve Barnett - Director of Financial Centre Development, Financial Services Regulatory Authority, Abu Dhabi Global Market

11:15 12:40 (85 mins)

Fund buyer only

The FundBuyers Academy Diversification Toolkit 2.0: indexing and active fund management performance: Building portfolios to make the international evidence work in your favour

The FundBuyers Academy is all about how to win in the new thrilling evolutionary environment for investment. The FundForum Fund Buyer Advisory Board invites buyers’ for a peer to peer workshop to discuss how to construct portfolios to take advantage of these new situations.

  • Moderator Mr JB Beckett - Director and UK Lead, Association of Professional Fund Investors 
  • Panellist Mr Javier Sáenz de Cenzano - Director, Manager Research Practice, EMEA, Morningstar
  • Panellist Mr Allan Lorentzen - Partner, Jensen Capital Consulting
  • Panellist Mr Clive Hale - Director , FundCalibre Ltd
  • Panellist Mr Bernard Aybran - CIO of Multi-Management, Invesco
  • Panellist Bill Vasilieff - CEO, Novia Platform

11:15 11:20 (5 mins)

Future finance forum - new business models

Opening remarks from the chair

11:20 11:40 (20 mins)

Future finance forum - new business models

Future finance academy part 1: new asset management business models for plugging the implementation gap - cutting Edge Research

The practical business imperative of embracing a digital agenda.

How to move from disruption to innovation.

Moving digital up the organisational agenda from peripheral to core.

11:20 11:45 (25 mins)

Investment strategy forum - yield

ETFS & Alpha reinterpreted part 1: quantifying the growth of ETFs and their opportunities and risks for the market and its participants

11:20 11:30 (10 mins)

Business leaders forum - distribution

Diving into cross border fund dynamics: contextualising demand for cross-border funds, why net flows only tell half the story, revealing active sweetspots in the march to passive investment

  • Speaker Stephanie Clarke - Senior Vice President, Global Market Intelligence, Mutual Fund & Retirement solutions, Broadridge Financial Solutions

11:30 11:50 (20 mins)

Business leaders forum - distribution

How to create a competitive & relevant global distribution strategy in an increasingly institutionalised investment management industry

The explosion of cheaper passive and smart beta funds in the market, the rise of institutional style mandates in the active world, new regulation and changing consumer behaviour means it is tough to stay relevant and viable for the average asset manager. This session, explores the key things winning asset managers of all sizes need do to reposition themselves to compete in this tough environment. If you want to win you can’t miss this unique research from one of the world’s top asset management strategists.

  • Speaker Mr Ben Phillips - Principle, Casey Quirk

11:40 11:50 (10 mins)

Future finance forum - new business models

Future finance academy part 2: leadership in a digital world

  • Samantha Ghiotti - Partner, Anthemis Group

11:45 11:55 (10 mins)

Investment strategy forum - yield

ETFS & Alpha reinterpreted part 2: how machine learning and factor based investing is changing everything: new research on the digitalisation of investment management

Smart Beta and machine learning is on everyone’s’ tongues, but actually how do you as a business manage the difference between the commoditisation of Alpha vs skills alpha? In this workshop we take you through some of the key innovations in the sector and then discuss from a business perspective what this means to CEOs driving the business.

  • Moderator Professor Amin Rajan - Founder, Create Research

11:50 12:20 (30 mins)

Business leaders forum - distribution

How major European distribution networks are planning to evolve the way that they will access and market their products: inhouse product, external mutual funds, wraps or solutions?

Building on the keynote, this session deep dives into what five of the most influential intermediary distribution houses think about what the future holds in terms of purchasing 3rd party funds. Are they competitors or collaborators as everyone fights for the customer relationship.  If you are not prepared you are not armed.

A related theme found in the FutureFinance Forum on Tuesday afternoon, is how asset managers can respond to the digitalisation of these distributors’ value chain.

  • Moderator Mr Hans Georgeson - Chief Executive Officer, Architas
  • Panellist Mr Nils Bolmstrand - CEO, Nordea Life and Pension
  • Panellist Mr Tom Caddick - Head of Global Multi Asset Solutions , Santander Asset Management
  • Panellist Mr Richard Lepere - CEO, Fund Channel S.A

11:50 12:20 (30 mins)

Future finance forum - new business models

Future finance academy part 3: new asset management business models for plugging the implementation gap - industry commentary discussion

The practical business imperative of embracing a digital agenda.

How to move from disruption to innovation.

Moving digital up the organisational agenda from peripheral to core.

  • Panellist Samantha Ghiotti - Partner, Anthemis Group
  • Panellist Lawrence Wintermeyer - CEO , Innovate Finance
  • Panellist Nuala Walsh - Global Head of Marketing & Client Relations, Standard Life Investments
  • Fiona Frick - CEO, Unigestion

11:55 12:25 (30 mins)

Investment strategy forum - yield

ETFS & Alpha reinterpreted part 3: presentations on the front-line developments in the use of AI & factor based investing

Presentations on front-line developments in the use of AI & factor based investing.

  • Speaker Mr Richard Lacaille - Global CIO, SSGA
  • Speaker Mr Luke Ellis - CEO, Man Group
  • Speaker Dr Bradley Betts - Managing Director, BlackRock Scientific Active Equity Group
  • Speaker Philip Watson - Managing Director, Global Head of Investment Lab , Citi Private Bank
  • Speaker Pascal Blanqué - Global CIO, Amundi Asset Management

12:20 12:45 (25 mins)

Business leaders forum - distribution

Global private wealth management in transition

The digital customer interface has transformed the wealth management universe. Way beyond the ETF robo advisor, the really savvy private banks and wealth managers are transforming themselves into a hybrid model. Hear from the most innovative brands form five countries, explain how their new relationship with the end customer – and the asset manager is taking shape. What does it mean for your business?

For a more detailed assessment of how you as an asset manager respond to robo advisors look at our Future Finance session at 16.50 Tuesday 13th June. 

  • Moderator Mr Yuri Bender - Editor-in-Chief, Financial Times
  • Panellist Mr Peter Flavel - Chief Executive, Coutts
  • Panellist Mr Ray Soudah - Founding Partner and Chairman, MilleniumAssociates
  • Panellist Mr Michael Stammler - Chairman of the Board, Taunus Trust Group AG
  • Panellist Víctor Allende - Executive Director of Private and Premier Banking, CaixaBank

12:20 12:50 (30 mins)

Future finance forum - new business models

Digitalisation of investment management - reality or myth?

Senior leadership panel discussion of why, how and when it might happen

  • Panellist Mr Keith Hale - CEO, Multifonds
  • Panellist Martin Jennings - Head of Digital, Aberdeen Asset Management
  • Mr Julian Sluyters - Chief Operating Officer, PineBridge Investments

12:25 12:45 (20 mins)

Investment strategy forum - yield

ETFS & Alpha reinterpreted part 4: open discussion: what are the implications for investment management. How do we manage commoditisation vs skills in the portfolio?

12:45 14:05 (80 mins)

Networking breaks

Lunch and networking break

13:15 13:40 (25 mins)

Geopolitics and investment - risk

An audience with keynote: Dr Pippa Malmgren, President, DRPM GROUP; Director, H ROBOTICS and best-selling author, “SIGNALS” , plus booksigning

  • Speaker Dr Pippa Malmgren - Founder, DRPM Group

13:45 14:10 (25 mins)

Business leaders forum - distribution

An audience with a football legend Steve McManaman, the Liverpool, Manchester City, England, Real Madrid and footballing legend In discussion with Standard Chartered

  • Speaker Mr Steve McManaman - Liverpool, Real Madrid, Manchester City and England Footballing Legend

13:45 14:10 (25 mins)

Business leaders forum - distribution

Quickfire fund showcase: my strategy, your portfolio!

Eight funds have 2 minutes to tell a panel of professional fund investors, why their strategy adds value to their portfolio. What does it achieve? What is its value from yield, income or risk management. The investors will give informal feedback and a rating based on content and clarity of the presentation. Winner gains glory, profile and a bottle of Champagne.

  • Moderator Mr Adam Choppin - Analyst, Manager Research & Investment Strategy, FIS Group
  • Panellist Harinder Hundle - Partner, Markerstudy Group
  • Panellist Antony John - Principal, Ilex Associates

14:05 14:50 (45 mins)

Business leaders forum - distribution

Innovations in a common due diligence platform: assessing efficiencies for asset managers and buyers

For a long time the fund selection process has been very inefficient, time and cost wise for both the fund buyer and the asset manager. Now a new fund-buyer focussed standard has been developed with a consortium of leading asset managers, to cut the time and cost incurred in search and due diligence. Hear from some of Europe’s leading fund selectors about why this is so important and what it means to asset managers. If you want to save money, time and stress you need to see this.

Also see institutional investors on Technology innovations in search, selection and reporting in the Future Finance Forum  at 4.30 today 12th June. Plus the Digitalisation of Fund Selection in the Future Finance Forum on Tuesday 13th June at 11.30am.

  • Moderator Mr Roland Meerdter - Co-Founder, DOOR
  • Panellist Mr Mussie Kidane - CFA: Global Head of Fund and Manager Research, Banque Pictet & Cie.
  • Panellist James Newman - Head of Operational Due Diligence, Barclays
  • Panellist Nick Wood - Head of Fund Research, Quilter Cheviot
  • Panellist Andrew Marks - Managing Director, Head of EMEA Distribution, Artisan Partners UK LLP
  • Panellist Ian Crispo - Head of Fund Selection, Deutsche Bank Wealth Management

14:05 14:50 (45 mins)

Investment strategy forum - yield

Spotlight on Top-European institutional investors

What are the emerging allocation models for Europe’s top institutional investors?

  • Moderator Dr Oliver Roll - Founding Partner, 4AlphaDrivers
  • Panellist Mr Olivier Rousseau - Executive director, Fonds de Réserve pour les Retraites
  • Panellist Mr Niklas Ekvall - Chief Executive Officer, Fourth Swedish National Pension Fund (AP4)
  • Panellist Mr Allan Polack - CEO , PFA, DENMARK
  • Panellist Dr Thomas Groffmann - Principal Director and Administrator of the Reserve Funds for Pensions and Social Security, European Patent Office

14:05 14:25 (20 mins)

Future finance forum - new business models

Live Blockchain case study: presenting an all new digital fund distribution platform for asset managers

  • Mr Saïd Fihri - Associate Partner, KPMG Luxembourg

14:25 14:50 (25 mins)

Future finance forum - new business models

Tools for creating scale and efficiency Different approaches to creating new efficiencies and standardisation: innovations in automation, blockchain and KYC to transform distribution

Innovation 1

Innovation 2

Innovation 3

  • Tanja Van Sterthem - Global Market Manager Funds, SWIFT

14:50 15:25 (35 mins)

Future finance forum - new business models

Harnessing the power of big data: the business case

 Understanding the practical  advantage of effective data analytics and the impact on customer segmentation and engagement as well as portfolio performance to scale your service proposition

  • Mr Arnaud Misset - Head of Products, CACEIS
  • Frederik Meheus - Head of Retail Technology, BlackRock
  • Paul Stillabower - Managing Director, Global Head of Client Experience, RBC Investor & Treasury Services

14:50 15:25 (35 mins)

Business leaders forum - distribution

The rise of sub-advisory mandates

Sub-advisory is the leading vehicle for delivering the institutional style mandate. What do leading distributors want from their asset managers and how is the business relationship structured? Hear from three of Europe’s most influential sub-advisors and two asset managers at the cutting edge of responding to this huge trend that is here to stay.

  • Moderator Mr Nigel Birch - Deputy Managing Director, Spence Johnson
  • Panellist Mr Tom Beal - Divisional Director , St. James's Place Wealth Management
  • Panellist Mr Richard Garland - Managing Director, Global Advisor, Investec Asset Management
  • Panellist Mr Nick Lyster - Global Head of Wealth Advisory Services, Principal Global Investors
  • Panellist Mohammad Ahmad - Head of Investment Solutions Business Development - EMEA, UBS Asset Management
  • Panellist Leo Zerilli - Head of Investments, John Hancock Investments

14:50 15:25 (35 mins)

Investment strategy forum - yield

Long term investing and how to meet the long-term savings needs of the end investor: comparing costs, governance and outcomes of LTI with outcomes from shorter term strategies

What does investing actually mean? Taking our cue from the plenary session on where to find yield amongst the current investment shockwaves, investment leaders discuss which strategy is most likely to provide long-term stable return for our end customers? Is it short term speculation where the profit is based on timing the sale or is it a longer term commitment to a company, its governance and costs.

  • Moderator Mr Urban Funered - Director of Public Policy, Fidelity International
  • Panellist Mr Tom Slater - Partner, Investment Manager, Baillie Gifford & Co.
  • Panellist Mr David Semaya - Executive Chairman, Nikko Asset Management Limited
  • Panellist Andrea Beltratti - Chairman, Eurizon Capital SGR
  • Panellist Dr Maximilian Horster - Partner Financial Industry, South Pole Group

15:25 16:00 (35 mins)

Future finance forum - new business models

Reg Tech: Building the case for greater digital integration to alleviate the increasing regulatory burden

  • Moderator Mr Albert Reiter CFA - Managing Director , e-fundresearch.com Data GmbH & InvestRFP
  • Panellist Mr Daniel Haas - Investment Strategist, Meyer & Cie
  • Panellist Wolfgang Herold - Financial Supervisor of Insurance and Pension Companies, Austrian Financial Market Authority
  • Panellist Christophorus Lehmann - Senior Asset Manager, Valida Pension Fund
  • Panellist Wendy Jephson - Co-Founder & Chief Behavioural Scientist, Sybenetix

15:25 16:00 (35 mins)

Investment strategy forum - yield

Managing liquidity challenges across all asset classes

Our Fund Buyer Advisory board of forty of Europe’s top professional investors said this was their number one portfolio issue.  Listen to seasoned experts from leading distributors and asset managers about their approach to managing liquidity across the portfolio.

  • Moderator Professor Amin Rajan - Founder, Create Research
  • Panellist Mr Andy Brown - Investment Director, Prudential Portfolio Management Group
  • Panellist Mr Stephen Jones - Chief Investment Officer, Kames Capital
  • Panellist Alex Neve - Director of Fixed Income, Univest Company
  • Panellist Stephane Janin - Head of Global Regulatory Development, AXA Investment Managers
  • Panellist Jenny Tozer - Partner, Chair of Asset Allocation Committee, LGT Vestra LLP

15:25 16:00 (35 mins)

Business leaders forum - distribution

The growth of unit-linked strategies in Continental Europe: one of the market’s fastest growing distribution channels

Unit-linked strategies are one of the leading vehicle replacing classic fixed income in France, Germany and Italy. Driven by the big insurance distributors, what are they looking for from their third party asset managers and how does the business relationship work?

  • Moderator Mr Richard Bruyere - Managing Partner, INDEFI
  • Panellist Volker Priebe - Board Member, Allianz Lebensversicherung
  • Panellist Nicolas Deschamps - Head of Unit Linked business, Architas
  • Panellist Mathias Müller - Head of Retail/Wholesale Europe, Allianz Global Investors

16:00 16:50 (50 mins)

Networking breaks

Afternoon networking break

16:15 16:45 (30 mins)

Investment strategy forum - yield

An audience with industry veterans: what are the biggest opportunities for investment management today

  • Speaker Mr Todd Ruppert - Founder & CEO Ruppert International and Venture Partner, Greenspring Associates, Ruppert International
  • Speaker Massimo Tosato - Shareholder and CEO, QUAESTIO Holding SA

16:15 16:45 (30 mins)

Future finance forum - new business models

Fintech innovation in back office, reg-tech: a showcase of transformatory ideas

  • Panellist Ms Geraldine Gibson - CEO, AQMetrics
  • Panellist Mr Alan Meaney - CEO , Fund Recs
  • Panellist Mr Andrew White - Founder and CEO, FundApps
  • Panellist Richard Maton - Chief Marketing and Strategy Officer, Sybenetix

16:40 17:10 (30 mins)

Business leaders forum - distribution

Reaching new customers & driving growth through digital

What can asset managers do to help advisors? Brand and content marketing in the regulatory era. Digital marketing has a come a long way since the days of banner advertising. True digital marketing reaches an investing audience at scale, driving them through the sales funnel to purchase – and provides unparalleled metrics in doing so. What are market leaders doing in this space, and how do we learn from the best brands outside of financial services to better inform our own efforts.

  • Speaker Hannah Mirza - Global Head of Media Partnerships, MediaCom
  • Panellist Clay Hagland - Head of iShares EMEA Marketing, BlackRock
  • Panellist Manuela Rabener - Co-Founder & CMO, Scalable Capital
  • Panellist Nick Wright - Chief Marketing Officer, UBS Wealth Management

16:40 16:45 (5 mins)

Investment strategy forum - yield

How can we solve the challenge of fixed income: workshop introduction

Generating fixed income portfolios that deliver yield in uncertain environments is one of the great challenges of our time.   Here we present a dialogue between top thoughtleaders with contrasting solutions to the problem.

  • Moderator Jeremy Amias - Co-Head - Global Banking, Americas and Global Head - Public Sector & Development Organisations, Investors & Insurance, Standard Chartered Bank

16:40 17:20 (40 mins)

Future finance forum - new business models

Making the digital age work for you: Best practice in unblocking barriers to achieving business transformation in asset management and wealth management: what the latest global survey tells us

Opening reserach followed by panel discussion

  • Professor Amin Rajan - Founder, Create Research
  • Pascal Duval - CEO, Duval Capital LLP
  • Sonia Voronine - Head of Digital Marketing, BNP Paribas Wealth Management
  • Gert Dijkstra - Chief Strategy, APG Asset Management

16:45 17:05 (20 mins)

Investment strategy forum - yield

New fixed income solutions part 1: fund buyer approaches

Generating fixed income portfolios that deliver yield in uncertain environments is one of the great challenges of our time.   Here we present a dialogue between top thoughtleaders with contrasting solutions to the problem.

  • Moderator Omar Gadsby - Director, Head FI & Multi Asset Fund Selection, Credit Suisse AG
  • Panellist Martin Bürki - CEO and Chief Investment Officer, martInvestments

17:10 17:40 (30 mins)

Investment strategy forum - yield

New fixed income solutions part 2: asset manager solutions

  • Panellist Mr Nick Samouilhan - Co-Fund Manager, AIMS Target Income Fund and Senior Multi-asset Fund Manager, Aviva Investors
  • Panellist Mr Mark Munro - Senior Portfolio Manager, Total Return Credit, Standard Life Investments
  • Panellist Mr Eric Vanraes - Head of Fixed Income Investments, EI Sturdza Investment Funds
  • Panellist Mike Collins - Managing Director and Senior Investment Officer, PGIM Fixed Income
  • Moderator Jeremy Amias - Co-Head - Global Banking, Americas and Global Head - Public Sector & Development Organisations, Investors & Insurance, Standard Chartered Bank

17:10 17:20 (10 mins)

Business leaders forum - distribution

The global distribution interview: Brexit, global UCITS and the challenge for the global funds industry.

In the context of Brexit, the Commission and others are calling for a comprehensive review of treatment of ‘third countries’ under UCITS, AIFMD and MIFID II.  The global UCITS brand is hugely dependent upon cross-border delegation of portfolio management and provision of cross-border funds services across the world, including in the Americas.  Would a tighter regime for third countries damage investor choice and access to UCITS fund expertise globally?  Will the EU27 inadvertently build investment barriers around itself to ensure the UK does not get a better deal outside the EU than in?

  • Massimo Greco - Head of European Funds, JPMorgan Asset Management
  • Mr Dan Waters - Managing Director, ICI Global

17:20 18:00 (40 mins)

Future finance forum - new business models

Working Smarter Optimising your business with robotics, machine-learning & AI and empowering your workforce to do what they do better

  • Speaker Catherine Doherty, Investit

17:20 17:55 (35 mins)

Business leaders forum - distribution

Distribution disruption: who are your competitors of tomorrow and what do you need to do to survive. Responding to pricing, passive and the complexity of business with brand & partnerships

Contrary to popular opinion the competitors of tomorrow are not going to be Amazon or Google. They are most likely to be passive providers with distribution or wealth managers controlling the customer relationship. So what to do? Distribution supremo and one-time Arctic explorer Diana Mackay, takes us through your winning approach of new alliances, brand and marketing strategy to ensure your position on their preferential lists.

See related session on responding to disruption in the Business Leaders Forum plenary Day 3 on What product deserves a fee? 12.15 Wednesday 14th June.

  • Moderator Ms Diana Mackay - CEO, MackayWilliams LLP
  • Moderator Mr Simon Critchlow - Head of Selector Intelligence, Mackay Williams LLP
  • Panellist Mr Christophe Girondel - Member of Executive Management & Global Head of Distribution, Nordea Asset Management
  • Panellist Mr Campbell Fleming - Global Head of Distribution, Aberdeen Asset Management
  • Panellist Mr Donato Savatteri - Head of Relationship Management, Italy, T. Rowe Price International
  • Panellist Laurent Ramsey - CEO and Partner, Pictet Asset Management
  • Panellist Justin Urquhart Stewart - Co-Founder, Seven Investment Management (7IM)

17:40 18:00 (20 mins)

Investment strategy forum - yield

New fixed income solutions part 3: open discussion

Participate in a discussion between the buyers and asset managers in this session.

18:00 18:00 (0 mins)

Networking breaks

End of FundForum day 1

18:00 18:00 (0 mins)

Networking breaks

Evening social events