FundForum International is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

Informa
Showing of Streams
Showing of Streams
10:30 - 11:10

Morning Coffee & Networking Break

More
Showing of Streams
12:45 - 14:00
Info

Networking Lunch, Audience with a Keynote and SEE LINE-UP BELOW for Boutique/ Emerging Manager Selection Workshops & Showcases

Lunchtime Programme on the Data & Next Gen Leadership Stage

13.00-13.30 An Audience With... FundForum's 2019 Distinguished Keynote

Erik Brynjolfsson, Director, Initiative on the Digital Economy MIT, Professor, MIT SLOAN SCHOOL OF MANAGEMENT

In discussion with Jenny Adams, Global Executive Producer, FUNDFORUM INTERNATIONAL

Hear Erik and Jenny discuss such themes as where machine learning  works best and where not- and what does that mean for human jobs? How should governments, companies and individuals respond? What about the socio-economic backlash as technology adversely affects equality. How can it positively impact inclusion? Do we need to think about Universal Basic Income ? What is the role of education and life long learning and how should our systems  be changing? What are the implications for talent and HR and the impact of algorithmic bias.

13.30-13.55 Quickfire Boutique Fund Showcase with Live Investor Feedback

Antony John, CEO, ILEX & panel of fund buyer judges 

Investor Judges, Manuela Cedermas, TAGES CAPITAL; Adams Choppin, FIS

Back for it's 7th successive year, 8 boutique funds will give a 90 second pitch about what gives their fund its unique edge. The fund buyer  judge will then comment on the pitch and give marks for clarity of proposition and charisma of delivery. The winner will receive glory and a bottle of champagne. 

Come and cheer boutique fund managers as they pitch their funds in 90 seconds flat - and then are scored on clarity and charisma by our panel of investor judges. Who will win and gain glory and profile?

1. José Luis Martínez Caamaño - Investing in FX spot with algorithm trading using AI.ALALUZ CAPITAL 

2. Maxime Bouan, Seedstars Africa Ventures, FIRST GROWTH VENTURES 

3. Brian Bader, Active Dynamic Growth Equity, AXIOM INVESTORS 

4.Nick Thompson, Westfield’s Sustainable Growth strategy, WESTFIELD 

5.Tomas Dacys, INVL Emerging Europe bond fund, UAB INVL ASSET MANAGEMENT

6.Caroline Frelet-desclaux, Tocqueville Value Europe, TOQUEVILLE FINANCE 

7. Maciej Woznica, Value Bonds - Ethical Global High Yield, SPARINVEST 



  • Presenter Erik Brynjolfsson - Co-Founder & Director, MIT Initiative on the Digital Economy, MIT Sloan School
  • Moderator Jenny Adams - Global Executive Producer, FundForum International
  • Moderator Antony John - Principal, Ilex Associates
  • Speaker Manuela Cedarmas - Senior PM, Head of Emerging and Frontier Markets, Tages Capital
  • Speaker Adam Choppin - Manager Research – International Equities, FIS Group, Inc.
More
Showing of Streams
16:00 - 16:30

Afternoon Coffee & Networking Break

More
Showing of Streams
Showing of Streams
18:00 - 20:00
Info

FundForum International Day 1 Drinks Reception at The Tree House ( on site at the Bella Centre)

Hosted by J.P.Morgan 

More
07:45 - 08:20 35 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?”
  • Moderator Professor Amin Rajan - Founder, Create Research
  • Speaker Rick Lacaille - Global Chief Investment Officer, State Street Global Advisors
07:45 - 08:20 35 mins
Info
Asset Allocator Only
Fund Buyer Academy – New Digital Tools In The Fund Selector's Tool Kit
  • Moderator Oren Kaplan - Co-Founder, SharingAlpha
  • Speaker Ilan Sadoun - Co Founder, Chairman, Caspa Family Office & Wealth Management
  • Speaker Bart Van Der Ven - Manager and Fund Selector, Accuro Wealth Advisors
  • Speaker Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
  • Speaker Brad Prosper - Investment Analyst, Xperia Investment Advisors

Introducing new digital tools in the fund selector's tool kit - Gain firsthand knowledge from your peers on the latest fintech developments that are changing the way funds are selected by the professional fund buyers. 

The workshop is led by Oren Kaplan, Founder of SharingAlpha, which went live in April 2016 and has already become the world's largest fund rating platform in terms of the number of fund analysts contributing to its ratings.

 So far 12,145 vetted fund professionals from 73 different countries have become a part of our growing community.


08:00 - 08:25 25 mins
For Everyone
Registration & Welcome Coffee.
08:25 - 08:30 5 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
  • Presenter Jenny Adams - Global Executive Producer, FundForum International
08:30 - 08:40 10 mins
Global Megatrends - Auditorium 10 & 11, 1st Floor
Chairman's Welcome
  • Tom Brown - Global Head of Asset Management, KPMG
08:40 - 09:15 35 mins
Info
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
  • Presenter Erik Brynjolfsson - Co-Founder & Director, MIT Initiative on the Digital Economy, MIT Sloan School

From the #1 global expert on leadership in the digital economy 

Recent breakthroughs in technologies are transforming the rules of business.  Hear the world’s leading commentator on the digital economy surface who wins, who loses and who needs to change with the datification of everything?

"We live in strange times. A machine plays the strategy game Go better than any human; upstarts like Apple and Google destroy industry stalwarts such as Nokia; ideas from the crowd are repeatedly more innovative than those from corporate research laboratories.

Erik Brynjolfsson knows what it takes to master this digital-powered shift: we must rethink the integration of minds and machines, of products and platforms, and of the core and the crowd. The balance now favours the second element of the pair, with massive implications for how we run our companies and live our lives. Brynjolfsson delivers a penetrating analysis of a new world and a toolkit for thriving in it."

Erik will also be discussing his latest research on the Machine Learning Index that identifies which sectors, industries, countries, and specifc companies are most likely to be affected by ML, both in positive and negative ways. How does financial services fare?



09:15 - 09:45 30 mins
Info
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?
  • Presenter Joe Parkin - Head of UK Sales at iShares and Digital Wealth in UK, Netherlands and Nordics, BlackRock
  • Speaker Michael O'Sullivan - Author, "The Levelling"
  • Speaker Rose St Louis - Head of strategic partnerships, Zurich UK
  • Speaker Bill Gourlay - Global Head of Investment Product Development, Aon

As the world ages, retirement and healthcare will become critical issues that only asset management + data can solve. Gen Z looms large 

 “These are the large meta trends that are now crashing into governments. There is now no such thing as policy without technology”

Who are the new builders bringing public sector innovation and new asset intelligence together? Using AI, data and neuroscience to solve customer problems across health and wealth

09:45 - 10:15 30 mins
Info
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.
  • Moderator Joe Saliba - Deputy Chief Executive Officer, CACEIS
  • Speaker Neil Ward - CEO, KNEIP
  • Speaker Laura Bailey - Founder, Qadre
  • Speaker Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
  • Speaker Daniel Andemeskel - Director - Head of Innovation Management, Universal-Investment

How far are we from unleashing industry transformation, democratisation, competitiveness & liquidity?

10:15 - 10:30 15 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?
  • Speaker David Tiller - Head of UK Propositions, Standard Life Aberdeen
  • Moderator Pervaiz Panjwani - Managing Director, EMEA Head of Custody & Fund Services, Citi
10:30 - 11:10 40 mins
Morning Coffee & Networking Break
11:10 - 11:15 5 mins
Distribution - Auditorium 10 & 11, 1st Floor
Introduction Distribution
  • Moderator Lena Lundholm-Micko, - Head of Nordic Region, Blackrock
11:10 - 11:15 5 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
  • Moderator Maria Simon - VP, Client Success, eVestment
11:10 - 11:15 5 mins
Smart Market Intelligence - Room 181, 1st Floor
Introducing Smart Markets Intelligence: thought-leadership, insight, innovation in the next evolution of global markets
11:10 - 11:15 5 mins
Operations - Room 180, 1st Floor
Introducing FundForum Ops
11:10 - 11:15 5 mins
Data and Building Next Gen Asset Management - Exhibition Stage
Introducing Data Capital & Next Gen Asset Management
11:15 - 11:35 20 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 - 12:45 90 mins
Info
Investment - Room 173, 1st Floor
Fund Buyer Solutions Day 1
  • Moderator Maria Simon - VP, Client Success, eVestment
  • Presenter Mark Baribeau, CFA - Managing Director, Jennison Associates
  • Presenter Sonia Fasolo - Head of SRI/ SRI Fund Manager, La Financiere de l'Echiquier ( LFDE)
  • Presenter Mark Phelps - CIO for Concentrated Global Growth, Alliance Bernstein
  • Presenter Thor Olsson - Global Equities Portfolio Manager, Clearbridge
  • Presenter Giles Money - Global Equities Portfolio Manager, J Safra Sarasin
  • Presenter Jeremy Cunningham - Investment Director for Fixed Income, Capital Group

A showcase of top performing funds in front of an audience exclusively of buyers

Each fund manager has 10 minutes to present their fund, followed by 5 minutes moderated Q&A to the room at large.


Fund Buyer Solution 1:
Driving Growth through Disruptive Innovation
Mark B. Baribeau, CFA, MD, Head of Global Equity, JENNISON ASSOCIATES

Fund Buyer Solution 2: Sustainability and UN SDGs
Sonia Fasolo, Head of SRI / SRI Fund Manager, LA FINANCIÈRE DE L'ECHIQUIER (LFDE)

Fund Buyer Solution 3: Real world ESG integration
Mark Phelps, 
CIO Concentrated Global Growth, ALLIANCE BERNSTEIN

Fund Buyer Solution 4: Sustainability and growth in a global equity portfolio
Thor Olsson, Global Equities Portfolio Manager, CLEARBRIDGE INVESTMENTS

Fund Buyer Solution 5: Sustainable thematic investing in a low growth world
Giles Money, Global Equities Portfolio Manager, J SAFRA SARASIN 

Fund Buyer Solution 6: Delivering consistent high income for 20 years
Jeremy Cunningham, investment director for fixed income, CAPITAL GROUP 

11:15 - 11:45 30 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?
  • Presenter Mark O'Byrne - Founder & Research Director, Goldcore
11:15 - 11:45 30 mins
Operations - Room 180, 1st Floor
Leaders Panel - Enabling an agile front to back operating model: technology, infrastructure and culture
  • Moderator 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 - 12:15 60 mins
Info
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.
  • Moderator Stephanie Griffiths - CMO, ffyn.co
  • Speaker Niall Bellabarba - Director International, Elinvar
  • Speaker Anne Choktsang - Head of Innovation, BNP Paribas Asset Management
  • Speaker Rémi Cuinat - Head of unit-linked assets monitoring and middle-office - Investment division, Generali
  • Speaker Johannes Schubert - COO, Minveo
  • Speaker Justine Powell - Founder, Huxley Hub

From building stronger brands to developing more relevant products and super APIs,  asset management finally enters the 21st century to partner the most sophisticated distributors

Tomorrow most global asset managers will have a chief digital officer.
Discover top tips from our panel of distributors and innovators to succeed in implementing-
•       investor segmentation,
•       improving the customer experience,
•       building stronger brand,
•       developing more relevant products
•       facilitate distribution

11:35 - 11:45 10 mins
Info
Distribution - Auditorium 10 & 11, 1st Floor
Winds of change – sentiment shifts after a decade of plenty
  • Presenter Will Mayne - Senior Director, Broadridge Financial Solutions

Understanding the direction of travel as regulatory and market pressures dislocate asset management business models. Assessing the latest retail and institutional data to identify future opportunities in the new world of distribution.

11:45 - 12:15 30 mins
Info
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?
  • Moderator Dr Oliver Roll - Founding Partner, 4AlphaDrivers
  • Speaker Olivier Rousseau - Executive director, FRR (The French pension reserve fund)
  • Speaker Inger Huus-Pedersen - Chief Portfolio Manager, PKA
  • Speaker Charlotte Mark - Chief Financial Officer, LD Pensions ( Lønmodtagernes Dyrtidsfond )

Hear top European Investors discuss how they deal with geopolitical risk, and the impact of new objectives in asset allocation and fund selection.

11:45 - 12:15 30 mins
Info
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
  • Presenter Michael O'Sullivan - Author, "The Levelling"

Join us to discuss what may become of the world as the liberal, globalized world order disintegrates, and what novel ideas can we propose that may lay the basis for what comes next. 

Michael O’Sullivan kicks starts a discussion on his new book, where he chronicles a 'world turned upside down' detailing the twenty-first century's seismic shifts in technology, the global economy, and the balance of power. 


"Michael O'Sullivan chronicles a 'world turned upside down' in this fascinating new book detailing the twenty-first century's seismic shifts in technology, the global economy, and the balance of power. His call for a revival of democracies under siege in Britain, the US, and elsewhere is critical for the stable, productive, and peaceful world we all seek."—Nicholas Burns, professor, Harvard University, and former US Under Secretary of State

11:45 - 12:15 30 mins
Info
Operations - Room 180, 1st Floor
Outsourcing 3.0: Overcoming the key obstacles to forming effective strategic partnerships – scale, expertise, alignment
  • Moderator 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
  • Deciding which functions should be outsourced
  • Choosing your partners/solutions
  • Mitigating risk
  • Enabling flexibility for future development
12:15 - 12:45 30 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
  • Moderator Hortense Bioy - Director of Passive Strategies and Sustainability Research, Europe, Morningstar
  • Speaker Jamie Hammond - CEO, AllianceBernstein Ltd (UK)
  • Speaker David Wright - EMEA Head of Product Strategy for Systematic Active Equity (SAE) business, Blackrock
  • Speaker Nick Lyster - Global Head of Wealth Advisory Services, Principal Global Investors
  • Speaker Bryon Lake - Managing Director, Head of International ETFs, J.P. Morgan Asset Management
  • Speaker Stuart Parker - President & CEO, PGIM Investments
12:15 - 12:45 30 mins
Info
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

How regional powers from China to the Middle East are using blockchain for strategic intent – promoting hard and soft influence both internally and externally to the world.

12:15 - 12:45 30 mins
Info
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

Introduction - Process Optimisation: KPMG

FX Trading: NORTHERN TRUST

GPI Payments: SWIFT

12:15 - 12:35 20 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
  • Presenter Miroslav Petrov - Head of Innovation & Co-founder, Fortia Financial Solutions
  • Moderator Jenny Adams - Global Executive Producer, FundForum International
12:45 - 14:00 75 mins
Info
Networking Lunch, Audience with a Keynote and SEE LINE-UP BELOW for Boutique/ Emerging Manager Selection Workshops & Showcases
  • Presenter Erik Brynjolfsson - Co-Founder & Director, MIT Initiative on the Digital Economy, MIT Sloan School
  • Moderator Jenny Adams - Global Executive Producer, FundForum International
  • Moderator Antony John - Principal, Ilex Associates
  • Speaker Manuela Cedarmas - Senior PM, Head of Emerging and Frontier Markets, Tages Capital
  • Speaker Adam Choppin - Manager Research – International Equities, FIS Group, Inc.

Lunchtime Programme on the Data & Next Gen Leadership Stage

13.00-13.30 An Audience With... FundForum's 2019 Distinguished Keynote

Erik Brynjolfsson, Director, Initiative on the Digital Economy MIT, Professor, MIT SLOAN SCHOOL OF MANAGEMENT

In discussion with Jenny Adams, Global Executive Producer, FUNDFORUM INTERNATIONAL

Hear Erik and Jenny discuss such themes as where machine learning  works best and where not- and what does that mean for human jobs? How should governments, companies and individuals respond? What about the socio-economic backlash as technology adversely affects equality. How can it positively impact inclusion? Do we need to think about Universal Basic Income ? What is the role of education and life long learning and how should our systems  be changing? What are the implications for talent and HR and the impact of algorithmic bias.

13.30-13.55 Quickfire Boutique Fund Showcase with Live Investor Feedback

Antony John, CEO, ILEX & panel of fund buyer judges 

Investor Judges, Manuela Cedermas, TAGES CAPITAL; Adams Choppin, FIS

Back for it's 7th successive year, 8 boutique funds will give a 90 second pitch about what gives their fund its unique edge. The fund buyer  judge will then comment on the pitch and give marks for clarity of proposition and charisma of delivery. The winner will receive glory and a bottle of champagne. 

Come and cheer boutique fund managers as they pitch their funds in 90 seconds flat - and then are scored on clarity and charisma by our panel of investor judges. Who will win and gain glory and profile?

1. José Luis Martínez Caamaño - Investing in FX spot with algorithm trading using AI.ALALUZ CAPITAL 

2. Maxime Bouan, Seedstars Africa Ventures, FIRST GROWTH VENTURES 

3. Brian Bader, Active Dynamic Growth Equity, AXIOM INVESTORS 

4.Nick Thompson, Westfield’s Sustainable Growth strategy, WESTFIELD 

5.Tomas Dacys, INVL Emerging Europe bond fund, UAB INVL ASSET MANAGEMENT

6.Caroline Frelet-desclaux, Tocqueville Value Europe, TOQUEVILLE FINANCE 

7. Maciej Woznica, Value Bonds - Ethical Global High Yield, SPARINVEST 



14:00 - 14:30 30 mins
Info
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
  • Moderator Diana Mackay - Managing Director, Global Distribution Solutions, Broadridge
  • Speaker Hans Georgeson - Chief Executive Officer, Axa Architas
  • Speaker Pierre Adrien Domon - Member of the Management Committee, Fund Channel
  • Speaker Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment
  • Speaker Adina Grigoriu - Actuary, Active Asset Allocation expert, Lady of FinTech 2017, Active Asset Allocation
  • Speaker Jeffrey Bloom - Senior Relationship Manager, UBS Global Wealth Management

Hear from white label organisations delivering engaging interface and asset allocation models for asset managers, distributors, institutions using sophisticated quant techniques - to others changing their business models eg 

  • The shift towards discretionary and its impact on sales flows – making markets much more volatile and holding periods much less sticky.
  • The rise of model portfolios – another aspect of the same trend but one that makes the distributor into the asset manager and potential competitor of asset managers, particularly if the portfolios are reliant on passive funds.
  • Asset managers becoming distributors – Fidelity is already there but Schroders recently announced a D2C initiative with Lloyds, and there are other examples.
  • Disrupters – particularly evident in some Asian markets.


Investec - Investec have launched Click & Invest service – model portfolios with active management

UBS - a perspective from a big universal bank on their changing thinking 

AXA Architas - Multi- manager and perspectives on Asia 



14:00 - 14:30 30 mins
Info
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
  • Moderator Professor Amin Rajan - Founder, Create Research
  • Speaker Wei Li, CFA - Head of EMEA Investment Strategy for BlackRock ETF & Index Investments, BlackRock
  • Speaker Théodore Economou - CIO, Multi-Asset, Lombard Odier Asset Management (Switzerland) SA
  • Speaker Justin Onuekwusi - Fund Manager, Head of Retail Multi-Assets Team, Legal & General Investment Management
  • Speaker Florian Ielpo - Head of Macroeconomic Research, Cross Asset Solutions, Unigestion

How are weightings and approaches changing?

14:00 - 15:00 60 mins
Info
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
  • Moderator Allan Walker - Green Finance Specialist, Financial and Professional Services Group, Department for International Trade UK (DIT)
  • Speaker Eila Kreivi - Head of the Capital Markets Department and Director,, European Investment Bank
  • Speaker Karl Smith - Managing Director (MIRA), Green Investment Group, Green Investment Group, Macquarie
  • Speaker Graham Smith - Director, Sustainable Finance Unit, HSBC
  • Speaker Yan Wang - Deputy General Manager, Bank of China UK
  • Speaker Aled Jones - Head of Sustainable Investment, Europe, FTSE Russell, & Information Services Division, London Stock Exchange Group
  • Speaker Dan Wells - Partner, Foresight Group
  • Speaker Vasiliki Pachatouridi - Head of EMEA iShares Fixed Income Product Strategy, Blackrock

Challenges, progress and investment opportunities in scaling climate finance and green issuance globally

14.00 – 14.10 Introduction by Allan Walker, DEPARTMENT FOR INTERNATIONAL TRADE (DIT)

14.10 – 14.30 Part 1 – Overview of the opportunity potential of green finance: The role of governments and multilateral institutions in enabling private sector green finance

14.30 – 14.50 Part 2 – Green Finance and Capital Markets: What are the most relevant instruments, trends and innovations for issuers and asset managers?

14.50-15.00 Part 3 – Open discussion and green finance survey

14:00 - 15:00 60 mins
Info
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
  • Presenter Clare Flynn Levy - CEO and Founder, Essentia Analytics
  • Moderator Ms Justina Deveikyte - Associate Director, Cerulli Associates (Europe)
  • Speaker Dan Kemp - Chief Investment Officer, Morningstar Investment Management Europe Ltd
  • Speaker Sandrine Ungari - Head of cross-asset quantitative research, Société Générale
  • Speaker Alex Gioulekas - Prognosis Machines Fund, Coeli AB
  • Speaker Matthew Killeya - co-CIO at Cantab, GAM Systematic
  • Speaker Stephen J. Barnett - CEO & Founder, Util

How machine learning is being used in alternative risk premia. How AI/ML can assist portfolio managers with regard to crowding or factor timing? Can AI/ML tools improve execution and signal robustness?

Portfolio managers can also use ML algorithms to select and rate investment opportunities that have attractive environmental, social, and governance (ESG) factors. The panel could also explore how ML tools are increasingly being used to incorporate ESG criteria into the quantitative investments process. Could this application unearth new alpha sources?

14.00-14.10 Research Briefing - What the alpha generating lifecycle looks like for the best managers and the worst managers, and what can be done to improve?
Clare Flynn LevyCo-Founder, ESSENTIA ANALYTICS 

14.10-14.35 What the buyers look for
Sandrine Ungari, Head of cross-asset quant research, SOCIÉTÉ GÉNÉRALE
Dr Matthew Killeya, co-CIO at Cantab, GAM SYSTEMATIC
Alex Gioulekas, Portfolio Manager, Prognosis Machines, COELI ASSET MANAGEMENT


14.35-15.00 New product use cases
Dan Kemp, Chief Investment Officer, EMEA, MORNINGSTAR
Clare Flynn Levy, Co-Founder, ESSENTIA ANALYTICS
Stephen J. Barnett, CEO UTIL 

14:30 - 15:00 30 mins
Info
Distribution - Auditorium 10 & 11, 1st Floor
What will the private bank of the future look like?
  • Moderator Yuri Bender - Editor-in-Chief, Professional Wealth Management, Financial Times
  • Speaker James Bevan - Chief Investment Officer , CCLA Investment Management
  • Speaker Dr Ylva Baeckstrom, PhD - Lecturer in Finance, King's Business School, King's College London
  • Speaker Philip Watson - Head of the Global Investment Lab and Chief Innovation Officer, CITI Private Bank
  • Speaker Stephen Wall - Co-founder, The Wealth Mosaic
  • Speaker Luc Leclere - International Europe Market Manager, Head of Key Clients - Member of the Executive Committee, BNP Paribas Wealth Management


A discussion with representatives of many different strands of thought in the wealth management world. They will each present their vision for what the private bank of the future will look like:


Providers of market intelligence and efficient investment strategies: The traditionalist: James Bevan, Head of Investments, CCLA (Confirmed)


The human and machine combination:

Philip Watson, Chief Innovation Officer, Citi Private Bank (Confirmed)

 

The Machine:

Stephen Wall, Co-Founder, The Wealth Mosaic (Confirmed)

 

The family and business network:

Luc Leclere, International Europe Market Manager, BNP Paribas Wealth Management (Confirmed)

 

Private Bank as therapist and life coach:

Ylva Baeckstrom, Lecturer in Banking & Finance, Kings College London 

 

14:30 - 15:00 30 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?
  • Moderator Professor Amin Rajan - Founder, Create Research
  • Speaker Javier Rodriguez-Alarcon - Head of Quantitative Investment Strategies EMEA, Goldman Sachs Asset Management
  • Speaker Thor Olsson - Global Equities Portfolio Manager, Clearbridge
  • Speaker Valentijn van Nieuwenhuijzen - CIO, NN Investment Partners
14:40 - 15:00 20 mins
Info
Operations - Room 180, 1st Floor
How to be smart about Intelligent Automation: Driving the desired benefits and calculating the impact on ROI
  • Presenter 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

In an environment where costs are under pressure, and intelligent automation is relatively new for our industry, how should managers start their intelligent automation journeys, overcome known technical and people challenges, and drive out the desired ROI

15:00 - 15:30 30 mins
Info
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?
  • Moderator Ric van Weelden - Senior Partner, INDEFI
  • Speaker Tara Gillespie - Senior Vice President, Private Assets, Redington
  • Speaker Ingo Heinen - Head of BlackRock Alternatives Specialists Team, EMEA, Blackrock
  • Speaker Julian Temes - Head of Investment Management, Strategic Implementation, Zurich Group
  • Speaker Johnny El-Hachem - CEO, Edmond de Rothschild Private Equity
  • Speaker Olivier Fines - Head of Advocacy, EMEA, CFA Institute

The shift from public markets to private markets by institutional investors could have “profound implications” for retail investors, said the CFA Institute.The organisation found investors were seeing fewer IPO investment opportunities and “could miss out on the returns provided by rapidly growing new businesses whilst they are kept in private hands”.In a report, ‘Capital Formation: The Evolving Role of Public and Private Markets’, CFA Institute said it was estimated that the median time to IPO for US companies has risen from 3.1 years in 1996, to 7.7 years in 2016.The increasing ability of entrepreneurs to access private capital has encouraged a shift from public market capital-raising, and by the time firms do IPO, “much of the value [was] already extracted”.CFA Institute’s paper makes some policy recommendations including making access to private market investments for pension savers through professional intermediaries.The organisation also called for better disclosure and transparency standards in private markets, where the large amount of capital waiting to be invested – known as 'dry powder' – has increased in recent years and there is a growing perception that valuations are high with no discount for the illiquidity of the underlying investments. Sviatoslav Rosov, director of capital markets policy at CFA Institute, said: “Individuals are being told to save for their retirements by investing in the public markets at a time when companies are increasingly preferring to avoid or defer a public listing.“This may deprive savers of the ability to participate in high-growth business models and further promote the sense that markets are being operated for the benefit of ‘insiders’.”

15:00 - 15:30 30 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
  • Moderator Agnès Lossi - Partner, Indefi
  • Speaker Denis Cohen-Bengio - Director, Financial Solutions, Groupama Gran Vie
  • Speaker Betti Candia - CIO, Zurich Investments Life, Italy
  • Speaker Hubert Zeller - Head Third Party Fund Structuring, UBS Asset Management
  • Speaker Moritz Gribat - Head of Structuring and Asset Manager Selection, Generali
15:00 - 15:30 30 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
  • Moderator Jesper Kirstein - CEO, Kirstein AG
  • Speaker Anders Schelde - CIO, MP Pension
  • Speaker Rasmus Juhl Pedersen - Head of ESG, Paedagogernes Pension (PBU) and chairman of Dansif
  • Speaker Peter Køhler Lindegaard - Head of Investments, Industriens Pension
  • Speaker Henrik Nøhr Poulsen - CIO, PFA ASSET MANAGEMENT
15:00 - 15:30 30 mins
Info
Operations - Room 180, 1st Floor
True transparency in the fund distribution chain: Myth or reality?
  • Moderator 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

Is this simply a dream or are we getting to a truly transparent operating model? Will disruptive blockchain models / new technologies provide the solution ?
Our panel will discuss the latest trends, needs, challenges and solutions in their quest to provide new transparency models for the funds industry.

15:00 - 16:00 60 mins
Info
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
  • Moderator Alexandru Agachi - Co Founder, COO, Empiric Capital
  • Presenter Andrew Mann - Doctoral Candidate, University College London, Coinstrats
  • Speaker Niklas Hojman - COO & Co-Founder, Century Analytics
  • Speaker Guillaume Vidal - CEO & Co-Founder, Walnut Algorithms
  • Speaker Mads Ingwar - CEO & Founder, Kvasir AI

Are quants responsible for the latest market volatility?

From Autonomous Learning Investment Strategies to reinforcement learning based AI - hear some of the latest ideas from the next generation asset managers

15.00-15.10 New Research Briefing: machine learning and signal processing within algorithmic trading

Drew D Mann, Doctoral Candidate, UNIVERSITY COLLEGE LONDON, COINSTRATS

15.10-15.40 Panel Discussion

15.40-16.00 Open Q&A

15:30 - 16:00 30 mins
Distribution - Auditorium 10 & 11, 1st Floor
Institutional sub-advisory mandates: Development of partnerships and discretionary subadvisory
  • Moderator Andreas Pfunder - Founder and CEO, instiHub Analytics
  • Speaker Stéphane Corsaletti - CEO, ABN AMRO Investment Solutions
  • Speaker Paolo Biamino - Director, Head of Fund Selection, Euromobiliare A.M.
  • Speaker Rob Johnson - Head of Investments, Nedgroup Investments
  • Speaker Michael Curtin - Partner, Mercer Investment Consulting
15:30 - 16:00 30 mins
Investment - Room 173, 1st Floor
Everything you always wanted to know about IBOR* but were afraid to ask
  • Presenter Marieke van Eenennaam - Associate Partner, Wealth & Asset Management, EY
  • Speaker Paul Ellis - Global Head of Regulatory Product Development, HSBC Securities Services
  • Speaker Ulrik Strandgaard - Senior Product Owner, SimCorp
15:30 - 16:00 30 mins
Info
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!
  • Moderator Markus Hill - Independent, Asset Management Consultant
  • Speaker Christoph Kind - CEO, head of asset allocation, Marcard, Stein & Co
  • Speaker Marcel Müller - Partner , HQ Trust
  • Speaker Frédéric Guibaud - Analyst, AlphaBet Asset Management SA (AlphaBet
  • Speaker Florian Schmitt - CIO, Schmitt Unternehmensgruppe, Fulda

What challenges investors encounter? Are there any differences or an advancement to due diligence for “traditional” funds versus venture capital, private equity and direct investment? What are the experiences so far in the product selection procedure?

What significant role will ESG, SRI and impact investing play in family office investments in the future?

15:30 - 16:00 30 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
  • Moderator 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 - 16:30 30 mins
Afternoon Coffee & Networking Break
16:30 - 17:05 35 mins
Info
Distribution - Auditorium 10 & 11, 1st Floor
Client Experience - the last battleground. Delivering clients ‘service alpha’
  • Moderator Roland Meerdter - Co-Founder, Door
  • Speaker Midhat Syed - Manager Researcher, Skagen Funds
  • Speaker Ian Crispo - Head of Fund Selection, Deutsche Bank Wealth Management
  • Speaker Guendalina Bolis - CEO , Inversis Gestion
  • Speaker Will Nott - CEO, SYZ Asset Management & President of EFAMA
  • Speaker Richard Garland - Managing Director, Global Advisor, Investec Asset Management
  • Speaker Colin Fitzgerald - Head of EMEA Distribution, Invesco

With shrinking buy lists, shrinking margins and growing allocations to passive, asset managers are required to broaden the ways that they demonstrate value to sophisticated investors. In turn, fund investors require more information and support from their asset managers. What’s in store for the future of engagement between asset managers and fund investors?

16:30 - 17:30 60 mins
Smart Market Intelligence - Room 181, 1st Floor
Impact investment evolution- Building metrics, scale and pipeline in impact to maximise distribution
  • Moderator Evita Zanuso - Senior Director, Big Society Capital
  • Speaker Paul Miller - CEO, Bethnal Green Ventures
  • Speaker Michelle O'Keeffe - Governance and Sustainability Analyst, Positive Change Fund, Baillie Gifford
  • Speaker João Ferrão dos Santos - Impact Investing Principal - decoding impact, Maze
  • Speaker Malene Bason - Founder, FutureImpact
  • Speaker Søren Stig - Partner, Nordic Impact
16:30 - 17:30 60 mins
Info
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?
  • Speaker Dan Worthen - Senior Manager, Digital Financial Services, Deloitte
  • Moderator Simon Ramos - Partner, IM Advisory & Consulting Leader, Deloitte
  • Panellist Clive Bellows - Head of Global Fund services EMEA, Northern Trust
  • Panellist Ileana Sodani - Managing Director, BNY Mellon
  • Panellist Ugo Sansone - General Manager, Allfunds Bank International
  • Panellist Tomas Murillo - Head of International, Degroof Petercam Asset Management

16.30-17.00 Part 1 - Distribution 2.0: How will technology redefine relationships with asset management clients?

Asset managers’ distribution teams are under sustained pressure, as growing headcounts are met with flat inflows and declining contribution. At the same time, asset managers’ buyers have changed dramatically, while rapid innovation has transformed distribution across industries. After years of high margins that supported labor-intensive models, asset managers are no longer insulated from these trends. In his talk, Dan will discuss the importance of distinctive client experience in distribution success, how winning firms will embrace technology to deliver a distinctive client experience at scale, and what that means for their organization and their partner firms.


17.00-17.30 Part 2 - Panel Discussion

  • Evidence from market practice, use cases: how do Asset Managers leverage technology to facilitate distribution and how do Asset Servicers enable this process?
  • Data management is key – focus on use cases currently deployed within your organisations
  • Technology can facilitate regulatory compliance – myth or reality?
  • Takeaways on the recent technology/business joint ventures observed in the market - how will competition evolve following these new models?
16:30 - 17:00 30 mins
Info
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.
  • Moderator Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
  • Speaker Yuri Lobyntsev - CTO & Co-Founder, Cindicator
  • Speaker Philip Fortio - CEO & Founder, TokenBlocks
  • Speaker Jakob Drzazga - CEO, Brickblock

In the future smart contracts combined with AI will eliminate the role of the trader -and to some extent the role of Asset Managers, but will be able to draw the dotted lines that connect the meta-system together for trading, payments, insurance and some investments.

In this session learn and discuss with a wide variety of the most successful innovators in the field - 

          Understanding difference between utility and security tokens – what is the regulatory view about which ones are likely to be used?

•              Role of tokenisation on asset classes on the economy 

•              Tokenisation of the economy and the future of fiat money – future of finance –

•              View of different regulators around the world - if a large central bank such as China is believing it then we need to take it seriously even if European regulators are more wary

•              User cases from real estate to impact investing

17:00 - 17:30 30 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
  • Moderator Olinga Ta'eed - Council Member & Expert Advisor, Ministry of Commerce China E-Commerce Blockchain Committee
  • Speaker Kate Webber - MD, Head of Product Development, Calastone
  • Speaker Alexander Chekanov - Chief Architect, National Settlement Depository of Russia
  • Speaker Nick Williamson - CEO & Founder, Qadre
17:05 - 17:35 30 mins
Info
Distribution - Auditorium 10 & 11, 1st Floor
The evolving manager selection process – a new way forward from sophisticated investors and consultants
  • Moderator Jeremy Lee - Director of Institutional Business – EMEA, eVestment
  • Speaker Anders Karsbaek Bertramsen - Head of External Products, Nordea Asset Management
  • Speaker Kasper Hagedon - Portfolio Manager, ADDEK ApS
  • Speaker Michael Simmeth - Head of Manager Selection, LGT Capital Partners

How are sophisticated investors adopting a new approach to manager selection? Hear from a panel of institutional investors on the process, the pitfalls and the outcomes.

17:35 - 18:00 25 mins
Info
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?
  • Moderator Olivia Vinden - Director, Head of Fintech & Innovation, Alpha FMC
  • Speaker Dov Moran - Managing Partner, Grove Ventures
  • Speaker Eric Osiakwan - Tech entrepreneur, angel investor and champion of the KINGS of African digital economy, Chanzo Capital
  • Speaker Sakshi Chhabra - Director, Softbank Investment Advisers

How leaps in AI and machine learning are improving the lives of people: next gen leadership on some of the world’s most cutting-edge innovations transforming the world

18:00 - 20:00 120 mins
Info
FundForum International Day 1 Drinks Reception at The Tree House ( on site at the Bella Centre)

Hosted by J.P.Morgan