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07:50 - 08:45 55 mins
Business Leaders Forum
Early Bird Professor Amin Rajan's Asset Management CEO Breakfast Briefing: Building a sustainable business model- Three steps the smartest leaders must make
  • Moderator Professor Amin Rajan - Founder, Create Research
more

Fund manager CEOs must act urgently to regain investors’ trust and build the foundations for a sustainable business model: Hidden fee disclosures will do nothing to heal industry’s reputation


First, they exercise duty of care. They understand their clients’ risk tolerances, offer products that their clients need rather than the ones managers have, avoid unrealistic claims about returns, offer proactive investment ideas and elicit regular client feedback. Such engagement typically produces new ideas, manages expectations, raises awareness and avoids panic buying and selling. Second, they continuously improve their investment capabilities. They seek to distinguish value traps from value opportunities in the face of today’s complex interaction between geopolitics, central bank policies and the rise of populism. Going well beyond financial theories, they look at markets from perspectives as diverse as politics, psychology and philosophy. Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.


Second, they continuously improve their investment capabilities. They seek to distinguish value traps from value opportunities in the face of today’s complex interaction between geopolitics, central bank policies and the rise of populism. Going well beyond financial theories, they look at markets from perspectives as diverse as politics, psychology and philosophy. Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

Third, they eat their own cooking. For them, value creation relies on fees as well as returns — especially in a low-return environment. They tend to have transparent meritocratic incentives with low base fee plus well-structured performance fees.

07:50 - 08:45 55 mins
Fund Buyer Solutions
APFI Fund Buyer Academy Day 1: Best practice fund selection 2.0
  • moderator Mr JB Beckett - Director, Association of Professional Fund Investors 
more

Hosted by APFI

Also produced as an exclusive webinar 

07:50 - 08:45 55 mins
FundForum Global ESG
ESG fund buyers only: How do you get a fund manager to tailor a strategy with your ESG goals?
  • Moderator Rohit Vaswani - Head of Insight, Expert Investor
  • Speaker Ralf Mielke - Head of Sustainable Investments, Julius Baer
more

How do you get a fund manager to run a strategy for you with your ESG goals?

What are the challenges? do you go down the fund route or the segregated mandate route? How do you explain your overall ESG philosophy to fund managers as well as clients to ensure everyone in the value chain is aligned?

07:50 - 08:45 55 mins
Professional Development
PREMIUM: FundForum Professional Development Programme: the top three essential SKILLS for Top Executives and Rising Stars: 1: Mastering Clarity - essential for top investment professionals
  • Presenter Baldwin Berges - Managing Director, B-D Insider
  • Presenter Matt Krause - Pitch Consultant, Doppler Communications
more

 1: Mastering Clarity - essential for top investment professionals

Stand out and earn the ongoing attention of your target audience. Build trust with your prospects during long sales cycles.

The Clarity workshop will provide you with actionable insights to:

  • Get inside the heads of your ideal prospects with the right message.
  • Apply a simple but powerful storytelling formula to always make your message stick.
  • Effectively communicate your message across different platforms such as the elevator pitch, presentations, interviews, emails, etc

After the 50 minute workshop, you will have an executable formula to always communicate with total clarity. 

After the workshop 

Take away access to a webinar by Baldwin Berges to enable you to check and practice what you have learned 

08:45 - 08:50 5 mins
Grand Plenary
Welcome FundForum International 2018
08:50 - 09:00 10 mins
Grand Plenary
Chairman's State of the Industry Address
  • Speaker Mr Tom Brown - Global and UK Head of Asset Management, KPMG in the UK
more
09:00 - 09:30 30 mins
Grand Plenary
Financial wellness, digital identity and the digital customer 2020: how digital convergence across health, insurance and finance is driving a new wider concept of long-term wellbeing
  • Presenter Samantha Ghiotti - Partner, ANTHEMIS GROUP
more

Innovation insights from one of the foremost venture capitalists 

case studies from data for the people, digital health and insurance 



09:30 - 10:00 30 mins
Grand Plenary
Can data science enable us to deliver life-long financial well-being for the end customer? How must the most successful investment managers respond in reinventing their businesses?
  • Moderator Daron Pearce - CEO, BNY Mellon EMEA Asset Servicing
  • Speaker Sarah Russell - Global CEO, Aegon Asset Management
  • Speaker Bob Kneip - Chairman & Founder, KNEIP
  • Speaker Gary Baker - CFA, Managing Director for Europe, the Middle East, and Africa EMEA and Industry and Policy Research, CFA Institute
  • Speaker Mr Jim McCaughan - Chief Executive Officer, Principal Global Investors
  • Speaker Michael O'Sullivan - CIO, International Wealth Management Division , CREDIT SUISSE
more
10:00 - 10:30 30 mins
Grand Plenary
Re-inventing the search for alpha in real-time: A case study in how New Online Research Marketplaces are transforming the value of research
  • Moderator Mr Joe Saliba - Deputy Chief Executive Officer, CACEIS
  • Speaker Jon Foster - Co-Founder & Chairman, Smartkarma
more

Disruptive lessons from Linked In, Spotify and Uber in transforming the search for alpha in asset management

10:30 - 11:15 45 mins
Networking Coffee Break and informal professional development sessions
  • Presenter April Rudin - Founder and President, The Rudin Group
more

Professional Development: FundForum 360 degrees mentorship programme
Leaders of tomorrow  under 30 and influential leaders of today over 40 learn from each other in a structured set of sessions over the duration of FundForum

with April Rudin

Exhibition Area: An Audience With A Keynote

11:15 - 11:20 5 mins
Business Leaders Forum
Welcome to the global distribution summit 2018
  • Speaker Dirk Schmitz - Country Head, Germany, Austria, Switzerland and Eastern Europe, Blackrock
more
11:15 - 12:05 50 mins
Fund Buyer Solutions - Investment Solutions Workshop (open to all)
Multi-Asset Solutions: managing risk and liquidity across asset -classes in the new investment regime
  • Moderator Professor Amin Rajan - Founder, Create Research
  • Speaker Adam Lessing - Head of Central & Eastern Europe, Fidelity International
  • Speaker Rob Johnson - Head of Investments, Best of Breed, Nedgroup Investments
  • Speaker Adrian Gaspar - Multi Asset Portfolios, Oversight Team, Prudential Portfolio Management Group (PPMG),
  • Speaker Yoram Lustig - head of Multi-Asset Solutions, EMEA, T. Rowe Price
more

Macro shifts and the new asset allocation Regime is shifting from monetary to fiscal policies, from globalism to protectionism, from deflation to inflation, from over-regulation to deregulation, what do you do?

11:15 - 12:05 50 mins
Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)
Where to find growth?
  • Speaker Mr Cole Smead - Managing Director & Portfolio Manager, Smead Capital
  • Speaker Julie Dickson - Investment Director, Capital Group
more

3 funds present comparative solutions to finding returns in from of a buyer-only audience

11:15 - 12:05 50 mins
FundForum Ops
Unblocking big picture business transformation to grasp full efficiency: What can we learn from other industries?
  • Speaker Vikramaaditya Vikramaaditya - Chief Transformation & Administration Officer, HSBC Global Asset Management
  • Speaker Barbara McKenzie - Senior Executive Director and Chief Operating Officer - Boutique Operations, Principal Global Investors
  • Speaker Catherine Doherty - Managing Director, Investment Management Business Analytics, Accenture
  • Speaker Anthony Pereira - CEO & Founder, Percentile
  • Speaker Jonathan Underwood - Head of Product Management, NEX Optimisation
more

How to apply new technologies and implement incremental steps without damaging the day to day business.

11.20 Moderator

11.25 Implementation Thought-leadership

11.35 Panel of COOs and innovators 

12.05 Open Q & A

11:15 - 12:05 50 mins
FutureFinance 2.0
Why wealth management needs AI+HI: how human decision making can be improved around optimum trading, asset allocation, and risk management
  • Speaker Ms Clare Flynn Levy - CEO and Founder, Essentia Analytics
  • Speaker Brian Ahrens - Portfolio Manager and Executive Vice President of Prudential’s Strategic Investment Research Group,, PGIM
  • Speaker Alexandru Agachi - Co Founder, COO, Empiric Capital
more

Research Briefing ( 10 minutes)EY Alex Birkin

Panel of Innovators

Case studies from Innovators x 5

Behavioural alpha: Behavioural analytics in asset allocation,

Clare Flynn Levy, CEO and Founder, ESSENTIA ANALYTICS

Fund selector perspective: Innovations in quantitative product strategy part 2: Finding edge in trading execution:  Brian Ahrens, Strategic Investment Research Group (SIRG) PGIM

Machine Learning and Alpha, Alexandru Agachi, Co-Founder,  COO EMPIRIC CAPITAL

Steven Hunter, 9FIN

2 asset managers

Open Q&A

11:15 - 12:15 60 mins
FundForum Global ESG
Climate bonds and infrastructure finance: New opportunities for profitable growth in line with UN SDGs
  • Speaker Sean Kidney - CEO, Climate Bonds Initiative
  • Speaker Gavin Templeton - Head of Sustainable Finance, Green Investment Group
  • Speaker James Samworth - Partner, Foresight Group
more

New opportunities for profitable growth are emerging in climate bonds and infrastructure finance: How are investors valuing this opportunity and how is it implemented?Leading asset owners on their approach to Green Finance and Infrastructure investment

11.20 Part 1: The Paris Climate Agreement, progress to date and the challenge ahead for investors: Policy, implementation and measurement of global standards

11.50 Part 2: Public sector momentum and involvement, how can private & public come together to achieve the goals?

12.00 Part 3: Dynamics of the deal: What's working, what’s not?

12.20  Part 4: Open Q & A 

11:20 - 11:30 10 mins
Business Leaders Forum
Global fund flows 2018
  • Presenter Stephanie Clarke - Senior Vice President, Global Market Intelligence, Mutual Fund & Retirement solutions, Broadridge Financial Solutions
more

1

 

12:05 - 12:50 45 mins
Fund Buyer Solutions - Investment Solutions Workshop (open to all)
German Institutional Investors on managing short and long term liabilities: how to incorporate long-term and illiquid investments into a traditional funds portfolio
  • Speaker Dr Oliver Roll - Founding Partner, 4AlphaDrivers
  • Speaker Dr Joachim Köhne - Head of Asset Management, Hamburger Sparkasse (HASPA)
  • Speaker Udo Giegerich - EVP Group Finance & Investor Relations, Uniper
  • Speaker Doris Maerzluft - Director of Portfolio Management, Deutsche Oppenheim Family Office
  • Speaker Eberhard Vetter - Managing Director, Head of Financial Investments, RAG Stiftung
more
12:05 - 12:55 50 mins
Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)
Where to find growth 2
  • Presenter Eric Wiegand - Director ETF Strategy EMEA and APAC, Global Client Group – Passive Investments, Deutsche Asset Management
more

3 funds present comparative solutions to finding returns in front of a buyer-only audience 

Finding yield with US Fixed Income, DEUTSCHE BANK

Machine Learning and ESG Signals OSSIAM


12:05 - 12:55 50 mins
FundForum Ops
How are COOs dealing with implementing transformation across single and multiple technologies and businesses: best practice in dealing with the responsibility and oversight of implementing transformation to enable future growth and agility
  • Terry Yodaiken - Head of Operations EMEA, First State Investments
  • Mark Harrison - Director, Chief Operating Officer, Waverton Investment Management
  • Marcel Prins - COO, APG Asset Management
more

Dealing with the responsibility and oversight while enabling future growth and agility  

12:05 - 13:00 55 mins
FutureFinance 2.0
Innovations in in client suitability and behavioural profiling for goals-based investing
  • Presenter Greg B. Davies PhD - Head of Behavioural Science, Oxford Risk
  • Speaker Vinay Jayaram - CEO, Envizage
  • Speaker Clara Durodié - CEO, Cognitive Finance Group
  • Speaker Paul Resnik - Co-Founder, FinaMetrica
  • Speaker Rick di Mascio - CEO, Inalytics
more

crucial developments for designing B2C technology platforms for human and robo distributors

New vistas on suitability (profiling, client engagement and gamification, risk capacity, goals)
Specific focus on goals-based investing
How can digital innovations help us craft client solutions that transition seamlessly from accumulation to decumulation?

12:15 - 12:55 40 mins
FundForum Global ESG
How investors are filling the gaps in alternative financing: ESG/SDG integration in private markets
  • Moderator Emmanuel Parmentier - Partner, ESG Advisory, Indefi
  • Speaker Erwann Le Ligné - Member of the Executive Board, Eurazeo PME
  • Speaker Massimiliano Saccone - Founder and CEO, XTAL Strategies
  • Speaker Dörte Höppner - Chief Operating Officer, Riverside Europe
  • Speaker Mikaela Hedborg - Head of ESG, IK Invest
more

New opportunities for growth in ESG/SDG integration in private markets (private debt, equity, infrastructure, real estate)

A panel of private equity, infrastructure managers and institutional investors share their experience in this area

3 x investors Indefi

Providers x 3

Open discussion and Q&A

12:50 - 13:00 10 mins
Business Leaders Forum
Interview: asset manager of the year
  • Interviewer Dan Waters - Managing Director, ICI Global
more
13:00 - 14:30 90 mins
Networking Lunch
more

Exhibition Area: Audience with... a Keynote

Community: Women in Funds Networking Lunch

Marlene Bar: High Table Conversations

14:30 - 15:00 30 mins
Business Leaders Forum
Pan European wholesale investors sub-advisory strategy 2018
  • Moderator Mr Ric van Weelden - Senior Partner, INDEFI
  • Speaker Tom Caddick - Head of Global Multi Asset Solutions , SANTANDER ASSET MANAGEMENT
  • Speaker Stéphane Corsaletti - CEO Investment Solutions, AA Advisors
  • Speaker Silvia Bocchiotti - Head of Retail Advisory, AMUNDI ASSET MANAGEMENT
  • Speaker Richard Lepere - CEO, Fund Channel S.A
  • Speaker Anja Hochberg - Chief Investment Officer (CIO) Schweiz & Global Head Investment Services, Credit Suisse
more

The evolving fund distribution landscape in Europe, moving from retail fund advisory to wholesale wrappers to institutional opportunity. Exploring the change in market dynamics and key success factors for third-party managers

Panel of distributors and AM to discuss how they adapt to this new paradigm

14:30 - 15:00 30 mins
Fund Buyer Solutions
ETF leaders: Quantifying the growth of ETFs and their opportunities and risks for the market and its participants
more

14.30 Moderator on ETF Growth

14.35 ETF Leaders on managing risk and liquidity in ETFs

14.50 Open Q & A


14:30 - 15:10 40 mins
FundForum Ops
Robotics and RPA – Best practice in how machine learning and robotics is transforming key back office processes
  • Moderator Julien Ganter - Partner, KPMG In Luxembourg
  • Speaker Arnaud Misset - Head of Products, CACEIS
  • Speaker Lorna Martyn - Head of Technology, Fidelity Investments Ireland
more

 With increasing pressure on margins due to a never-ending regulatory avalanche as well as strong competition from disruptive new entrants, financial institutions need to reinvent themselves, be smarter in the way they work, and turn their labour cost-cutting strategies into process efficiency strategies.

In this context, the emergence of robotic process automation (“RPA”) and digital labour represent significant opportunities for market players to surf the wave of the future. The development of these technologies in recent years makes them now ready to support the transformation in a real way

Implementation of RPA solutions via case studies 

14:30 - 15:45 75 mins
FutureFinance 2.0
New models for active management 1: How and why to apply AI technologies to quantitative and systematic products in the business
  • Presenter Ms Justina Deveikyte - Associate Director, Cerulli Associates (Europe)
  • Speaker Mr Michaël Régy - Director, Bank of America Merrill Lynch
  • Speaker Hoshang Daroga - Quantitative investment manager in multi-asset portfolios, Copia Capital Management
  • Speaker Arnaud Sarfati - Co-Founder & CEO, La Française Investment Solutions
  • Speaker Stéphane Vial - Managing Director, Capital Fund Management LLP
  • Speaker Rick Lacaille - Global Chief Investment Officer, State Street Global Advisors
  • Speaker Emmanuel Hauptmann - Partner and Senior Systematic Equity Fund Manager, RAM Active Investments
more

Moderated by Justina Deveikyte,  CERULLI

Best practice from fund buyers x 3

Michaël Régy, Director, Bank of America Merrill Lynch

Hoshang Daroga, Quantitative investment manager in multi-asset portfolios, COPIA CAPITAL MANAGEMENT 

15.00

Innovations in quantitative and AI product strategy part 1

1. Arnaud Sarfati, CEO, LA FRANCAISE

2. Stéphane Vial, MD, CFM

3 Ric Lacaille, CIO, STATE STREET GLOBAL ADVISERS

4 Emmanuel Hauptmann, Partner and Senior Systematic Equity Fund Manager RAM ACTIVE INVESTMENT

5.

15.30 Open Q&A

14:30 - 15:00 30 mins
FundForum Global ESG
What is the value of implementing an ESG strategy in a cross-asset portfolio?
  • Speaker Clare Coquard - Head of Multi-Asset and Other Thematics Research, FundQuest Advisors
  • Speaker Simon Smiles - Chief Investment Officer - UHNW,, UBS
more

case studies from leading fund buyers 

15:00 - 15:30 30 mins
Business Leaders Forum
Wealth Management 2.0: Developments in robo-advisory and the democratisation of finance - Innovations in the suitability of advice and the implications for asset managers
  • Moderator Alex Birkin - Global Advisory Leader, EY
more
15:00 - 15:40 40 mins
Fund Buyer Solutions
With the rise of ETFs in the portfolio, how are fund buyers performing due diligence and analysing the risks relative to other vehicles?
  • Moderator Mr Roland Meerdter - Co-Founder, DOOR
  • Speaker Navin Chauhan - Investment Director, Investment Fund Analyst,, Quilter Cheviot
  • Speaker Brendan Ashe - Director, Investment Product & Platform, Coutts
  • Speaker Alberto Herranz - Investment Research & Risk Analysis,, Allfunds
  • Speaker Mr Mussie Kidane - CFA: Global Head of Fund and Manager Research, Banque Pictet & Cie.
  • Speaker Mr Bernard Aybran - CIO of Multi-Management, Invesco
more
15:00 - 15:30 30 mins
FundForum Global ESG
New metrics and standards in ESG fund selection, asset allocation and performance attribution
  • Moderator Mr Albert Reiter CFA - Managing Director , e-fundresearch.com Data GmbH & InvestRFP
  • Speaker Oliver Oehri - Founding & Managing Partner, CSSP – Center for Social and Sustainable Products (AG)
  • Speaker Stefan Illmer - Managing Director,, Illmer Investment Performance Consulting AG (IIPC-AG)
  • Speaker Ann-Grit Lehmann - Finance Director, Foundation "Remembrance, Responsibility and Future", Berlin, Stiftung EVZ "Erinnerung, Verantwortung und Zukunft
more

PRI

Index Provider

Pension consultant

Investor

15:10 - 15:50 40 mins
FundForum Ops
Regtech Rising 1 - Mifid II and buy-side unbundling of research: What was the aim, what happened and what’s coming next?
  • Speaker Gerard Walsh - Head of Development, Institutional Brokerage, Northern Trust Capital Markets
  • Speaker Ms Geraldine Gibson - CEO, AQMetrics
  • Speaker Sheenagh Gordon-Hart - Partner, The Directors' office
  • Speaker Jon Foster - Co-Founder & Chairman, Smartkarma
more

Manage and implement external data providers: how to value, measure, monetize research and data.  

Moderator & Thought-leadership

15:30 - 16:00 30 mins
Business Leaders Forum
Developments in sub-advisory partnership models in private banking
  • Moderator Mr Andreas Pfunder - Founder and CEO, instiHub Analytics
  • Speaker Martin Fenner - Head Global Investment Marketing & Business Solutions, J. Safra Sarasin
  • Speaker Blas Guerras Robas - head, sub-advisory program and selection, Fideuram
  • Speaker Didier Chan-Voc-Chun - Managing Director, Head of Multimanager, Union Bancaire Privée ( UBP)
more

 

Andreas Pfunder, Instihub

Martin Fenner, Sarasin 

15:40 - 16:20 40 mins
Fund Buyer Solutions
Building specific outcomes with active, passive and alternative strategies: Best practice blending of multi-asset, outcome-driven solutions
  • Presenter Ursula Marchioni - Managing Director - Head of BlackRock Portfolio Analysis and Solutions (BPAS), EMEA, Blackrock
  • Speaker Mr Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment
  • Speaker Frank Potaczek - Head of UK Proposition, Axa Architas
  • Speaker Philipp Geller - Partner – Manager Selection, HQ Trust
  • Speaker Jonathan Schuman - Head of Distribution, Matthews Asia
more

Investment Solutions Workshop: How passives blend with actives in a diversified portfolio representing a continuum of risk, instead of constituting binary choices?

15.30-40 Thought-leader – New Research – How fund buyers are applying active and passive in the portfolio

BLACKROCK 

15.40 - 16.10 

DISCUSSION WITH BUYERS AND PROVIDERS

15:45 - 16:30 45 mins
FutureFinance 2.0
New models for active management 2:Investing and managing the risk in a successful emerging credit and SME financing strategies
  • Speaker Furio Pietribiasi - MD, MEDIOLANUM ASSET MANAGENMENT
  • Speaker Massimiliano Saccone - Founder and CEO, XTAL Strategies
more

Investing and managing the risk in a successful emerging credit and SME financing strategy

Furio Pietrobiasi, MEDIOLANUM ASSET MANAGEMENT 

Massimiliano Saccone, XLAL STRATEGIES

Syndicate Room

15:50 - 16:30 40 mins
FundForum Ops
Regtech rising 2: Mifid 2 & transaction and trade reporting for best execution: integrating innovation for active funds and ETFs
  • Speaker Ido Pickel - Head of development and expert in EMIR, MiFID II & ASIC Regulatory Reporting Solutions, Cappitech
more
16:00 - 16:30 30 mins
Business Leaders Forum
Fund Selection 2.0: How are the most sophisticated fund buyers finding edge and delivering value to their end customers in the age of cheap ETF portfolios?
  • Moderator Philip Kalus - founder and managing partner, Accelerando Associates
  • Speaker Tanya Wennonen-Karna - Senior Portfolio Manager, EVLI Bank
  • Speaker Nick Wood - Head of Fund Research, Quilter Cheviot
  • Speaker James Newman - Head of Operational Due Diligence, Barclays
  • Speaker Romain Gaugry - Multi asset – Funds selection, ODDO BHF Asset Management SAS
  • Speaker Richard Philbin - Chief Investment Officer , Wellian Investment Solutions
more

some questions that the panel will answer

The ETF’isation of the world creating too many me-too portfolios

-           Regulation – why should “cheap” mean better value for clients?

o          AMC / OCF/ Fulcrum Fees / Performance Fees

o          This will mean extra due diligence on the suitability of funds, with most of the work done reading prospectuses, and RFI’s for example, not understanding how a fund manager operates a fund

-           Portfolio performance isn’t all about “performance” – what about risk, meeting client objectives, diversification, lowly correlated assets?

-           How long is “long-term” when it comes to investing?

-           RiskS management, not risk management

•           Do we need so many platforms?

o          Are platform “gatekeepers” a hindrance to discretionary portfolio managers?

•           MiFID II and the changing dynamics of “relationship management”

•           Are investors going to have to wait longer to get outsized returns?

•           Do investors want “Solutions” and “Outcomes” because QE has broken the traditional economic operating model?

16:30 - 17:00 30 mins
Afternoon Networking Break
more

Marlene Bar: High Table Conversations

17:00 - 17:30 30 mins
Business Leaders Forum
Insurance outsourcing: The new ‘ great game’ across Europe
  • Moderator Richard Bruyere - Managing Partner, INDEFI
  • Speaker Hans Georgeson - Chief Executive Officer, AXA ARCHITAS
more

Representatives from main insurance markets (eg UK; FR, GE; IT)3rd party funds and insurance general account


17:00 - 18:00 60 mins
Fund Buyer Solutions
Smart-beta: the evolution of multi-factor ETFs and how to evaluate them
  • Moderator Nigel Birch - Director , SPENCE JOHNSON
  • Speaker Mr Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
  • Speaker Vincent Denoiseux - Head of Quantitive Strategy, Deutsche Asset Management
  • Speaker Stuart Davies CFA - Co-Head—AB Custom Alternative Solutions, Alliance Bernstein
  • Speaker Manuela Sperandeo - Head of Specialist Sales for iShares and Index Investments EMEA, BlackRock
more

17.00 What questions do leading buyers ask when exploring smart beta or alternative index products? What has ultimately led them to invest or not invest?

Adam Jordan, Director of Investment Research & Management, Paul R. Ried Financial Group

DB / DC Pensions, Platform buyers and bank fund sectors x 4

17.20 Leading providers present their latest funds and thoughtleadership 

Providers x 5

17.50 Open Q&A

17:00 - 18:00 60 mins
FundForum Ops
The FundForum Fintech Innovation Jam
  • Moderator Mr Keith Hale - CEO, Temenos Multifonds
more

How to integrate innovative solutions to specific business problems across the fund management ecosystem

What are the newest innovations solving specific business problems across fund and wealth management?

Seven firms have seven minutes each to explain how their innovations solve specific problems in fund administration, asset management and wealth management. 

With a panel of CEO judges from across the ecosystem and audience voting who will win? 


17:00 - 18:00 60 mins
FutureFinance 2.0
Wealth Management 2.0: understanding your digital value proposition and new directions in building your corporate and personal brand for winning and retaining customers
  • Moderator April Rudin - Founder and President, The Rudin Group
more

People do business with people! - new directions and best practice in customer engagement, retention and satisfaction. 

Where do your customers put you on the value chain and how do you align to their interests?

How can you offer genuine usability and personalisation – customers will not engage with firms where a high degree of time and effort is required to interact.

Meet brand experts and innovators in CX and personalisation 

17:00 - 18:00 60 mins
FundForum Global ESG
Nordic asset owners and ESG: Best practice from leading Scandinavian investors around fund selection and integration of ESG into the decision-making process
  • Moderator Mr Niklas Tell - Chief Content Officer, Tell Media Group
  • Speaker Mr Fredrik Wilander - Head of Manager Selection, DNB Asset Management AS
  • Speaker Hrefna Sigfinnsdóttir - Managing Director, Markets, Icelandic Landsbankinn; Chairman of the Board of Directors, IcelandSIF
  • Speaker Mikael Haglund CAIA - Head of Manager Research, SEB
  • Speaker Karolina Qvarnström Hutter-Rehrl - Senior Manager – Fund Management, Länsförsäkringar fondförvaltning AB
more

Nordic Fund Buyers & Asset Owners x 5

Open Q&A

17:30 - 18:00 30 mins
Business Leaders Forum
Distribution Disruption 2.0 & Brands What the real future of distribution could look like for asset managers and distributors?
  • Moderator Ms Diana Mackay - CEO, MackayWilliams LLP
  • Speaker Chris Ralph - Chief Investment Officer, ST JAMES'S PLACE
  • Speaker Nick Lyster - CEO-Europe , PRINCIPAL GLOBAL INVESTORS (Europe)
  • Speaker Stephan Pouyat - Global Head of Capital Markets, and Funds and ETF Services, Euroclear
more

Who will be the winners, the disruptors and in which customer segments?

17.30-35 New Research highlights

17.35 Discussion with leading players and brands - Vertically integrated wealth manager

17.00 End of day 

18:00 - 19:00 60 mins
Day 1 Drinks Reception
Showing of Streams
Showing of Streams
10:30 - 11:15

Networking Coffee Break and informal professional development sessions

Professional Development: FundForum 360 degrees mentorship programme
Leaders of tomorrow  under 30 and influential leaders of today over 40 learn from each other in a structured set of sessions over the duration of FundForum

with April Rudin

Exhibition Area: An Audience With A Keynote

  • Presenter April Rudin - Founder and President, The Rudin Group
more
Showing of Streams
13:00 - 14:30

Networking Lunch

Exhibition Area: Audience with... a Keynote

Community: Women in Funds Networking Lunch

Marlene Bar: High Table Conversations

more
Showing of Streams
16:30 - 17:00

Afternoon Networking Break

Marlene Bar: High Table Conversations

more
Showing of Streams
18:00 - 19:00

Day 1 Drinks Reception