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Key Sessions

Joe Saliba

Letters from Silicon Valley and Cambridge on the next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

CACEIS

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16:30 - 17:00

Afternoon Networking Break

Showing of Streams
18:00 - 19:30

Day 1 Drinks Reception at Hugo's

Join us in the spectacular rooftop bar of the Intercontinental and admire a 360-degree view of some of Berlin’s most iconic sites

more
19:30 - 00:30

Feel Berlin After Party at Café Am Neuen See

Come to one of the most sought after venues in Berlin in the heart of the famous Tiergarten. Renowned as one of Berlin’s most famous restaurants and beer gardens, this is a perfect place to relax and network after a long day of inspiration

more
07:45 - 08:30 45 mins
Business Leaders Forum
CEO Breakfast Briefing with Professor Amin Rajan: Building a robust business model in the age of volatility – Three steps the smartest leaders must make to regain investors trust: solving business leaders' #1 task
  • 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.

07:45 - 08:30 45 mins
Fund Buyer Solutions
APFI Fund Buyer Academy Day 1: Best practice digital fund selection 2.0
  • Moderator JB Beckett - Director, Association of Professional Fund Investors 
  • Speaker Oren Kaplan - Co-Founder, SharingAlpha
  • Speaker Kasper Andersen - MD, Global Funds Search
  • Speaker Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
  • Speaker Allan Lorentzen - Managing Partner, Jentzen & Partners
more

Hosted by APFI

Also produced as an exclusive webinar 

08:00 - 08:30 30 mins
Grand Plenary
Registration & Welcome Coffee
08:30 - 08:35 5 mins
Grand Plenary
Welcome to FundForum International 2018
  • Speaker Jenny Adams - Editor in Chief, FundForum International
more
08:35 - 08:45 10 mins
Grand Plenary
Chairman's State of the Industry Address
  • Speaker Tom Brown - Global and UK Head of Asset Management, KPMG in the UK
more
08:45 - 09:15 30 mins
Grand Plenary
Leveraging technology, data and innovation to create new financial wellness outcomes and asset classes: How the growing convergence of financial services is big future growth opportunity for investment management to solve real-life problems for the digital customer
  • Presenter Samantha Ghiotti - Partner, Anthemis Group
  • Moderator Nuala Walsh - Board Member, UN Women & The FA Inclusion Advisory Board
  • Speaker Dan Smith - VC Investor and company builder, Exponential Ventures
  • Speaker Josef Wasinski - Co-Founder & Director, Unmortgage
  • Speaker Fahd Rachidy - Founder and CEO, Abaka
more

Innovation insights from one of the foremost venture capitalists in an holistic approach to financial wellness. Hear case studies from entrepreneurs working at the cutting edge of new product development and asset classes that deliver outcomes and solve real life problems for the customer

8.45 - 8.55 Leveraging technology, data and innovation to create new financial wellness outcomes and asset classes

Sam Ghiotti, ANTHEMIS

8.55 - 9.15 Translating the latest innovations in client outcomes into new product opportunities for asset and wealth management: How can providers expand relevance and deepen relationships with consumers, employers and advisors with an improved understanding of outcomes and risk? 

Moderated by Nuala Walsh, UN WOMEN

with innovators 

Josef Wasinski, UNMORTGAGE

Fahd Rachidy, ABAKA

Dan Smith,  EXPONENTIAL VENTURES

Sam Ghiotti, ANTHEMIS

09:15 - 09:45 30 mins
Grand Plenary
Letters from Silicon Valley and Cambridge on the next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe
  • Moderator Joe Saliba - Deputy Chief Executive Officer, CACEIS
  • Speaker Manoj Saxena - The first GM of IBM Watson, Chairman,, CognitiveScale
  • Speaker Mark Jackson - Scientific Lead, Cambridge Quantum Computing
more

Two views from the world's greatest centres of technology innovation. Understand the impact of the next industrial revolution in augmented AI and Quantum Computing on what and how the investment management industry invests today.

Letters from Silicon Valley and Cambridge on next wave of data science and the implications for financial services: How AI and quantum computing are setting the scene for the transformation of capital markets and investment universe

9.15 – 9.22 Letter From Silicon Valley – The future of finance is augmented AI and the New Collar Worker: Manoj Saxena, Chairman, COGNITIVE SCALE; Former First GM of IBMWatson

9.23 – 9.30 Letter From Cambridge – How quantum computing will transform industries and the investment universe: Dr Mark Jackson, CAMBRIDGE QUANTUM COMPUTING

9.30- 9.45  followed by discussion with Joe Saliba.CACEIS



09:45 - 10:00 15 mins
Grand Plenary
Innovation in action: A snap shot case study with one of the industry’s most innovative businesses
  • Interviewer Sanjiv Sawhney - Managing Director, Head of Global Custody and Fund Services, Citi
  • Interviewee Lee Toms - Global Head of Investment Operations, LGIM
more
10:00 - 10:30 30 mins
Grand Plenary
How will the most successful asset managers and wealth managers use data and technology to take advantage of this emerging opportunity? How to improve the business and engage new clients and consumer groups?
  • Moderator Daron Pearce - CEO of EMEA Asset Servicing, BNY Mellon
  • Speaker Sarah Russell - Global CEO, Aegon Asset Management
  • Speaker Jim McCaughan - President, Global Asset Management and Chief Executive Officer, Principal Global Investors
  • 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 Michael O'Sullivan - CIO, International Wealth Management Division , Credit Suisse
more
10:30 - 11:15 45 mins
Grand Plenary
Morning Coffee and Networking Break
10:30 - 11:00 30 mins
Professional Development
PROFESSIONAL DEVELOPMENT Part 1: Clarity for Convincing Communications
  • Presenter Baldwin Berges - Managing Director, Business Development Innovation Strategist
more

(Showcase Theatre, Exhibition Area)

PROFESSIONAL DEVELOPMENT: The top three essential SKILLS for Top Executives and Rising Stars

Part 1: Clarity for Convincing Communications 

Give gatekeepers the confidence to recommend your fund above others – the art of professional storytelling

11:15 - 11:20 5 mins
Business Leaders Forum
Welcome to the global distribution summit 2018
  • Speaker Dirk Schmitz - Head of Germany, Austria and Eastern Europe, Blackrock
more
11:15 - 11:40 25 mins
Fund Buyer Solutions - Investment Solutions Workshop (open to all)
The macro leaders’ perspectives: Contrasting views on the US, UK and Eurozone and the implications for yields and equity markets and inflation dynamics
  • Moderator Chris Ralph - Chief Investment Officer, St James's Place
  • Speaker Steven Romick - Managing Partner, FPA
  • Speaker Megan Greene - Managing Director and Chief Economist, Manulife Asset Management
  • Speaker Tom Caddick - Head of Global Multi Asset Solutions , Santander Asset Management
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Join the top economist Megan Greene, Manulife, Tom Caddick, Santander, one of Europe's leading  fund buyers, and leading global macro fund manager, Steven Romick, FPA as they discuss their take on leading macro questions of the day with influential CIO, Chris Ralph, St James' Place. 

11:15 - 12:10 55 mins
Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)
Where to find growth?
  • Moderator JB Beckett - Director, Association of Professional Fund Investors 
  • Speaker William Smead - Chief Executive Officer/Chief Investment Officer, Smead Capital Management
  • Speaker Julie Dickson - Investment Director, Capital Group
  • Speaker Krishna Kumar - Portfolio Manager, Eastspring Investments
more

Three funds present comparative solutions to finding returns in from of a buyer-only audience, followed by open discussion

SMEAD CAPITAL - US Value UCITS Fund

CAPITAL GROUP - Global Equity

EASTSPRING INVESTMENTS - Asian Growth Remains Robust

11:15 - 12:15 60 mins
FundForum Ops
New perspectives on big picture digital transformation to drive business growth and maximise efficiency
  • Moderator Catherine Doherty - Managing Director, Investment Management Business Analytics, Accenture
  • Speaker Mr Vikramaaditya - Chief Transformation & Administration Officer, HSBC Global Asset Management
  • Speaker Barbara McKenzie - Senior Executive Director, Former COO, Principal Global Investors
  • Speaker Darren Johnson - Chief Operating Officer - Listed Equities, Impax Asset Management
  • Speaker Jonathan Underwood - Head of Product Management, NEX Optimisation
  • Speaker Pervaiz Panjwani - Managing Director, Custody and Funds Services Head – EMEA, Citi
more

How to drive value out of new technologies while still building the day to day business.

11.15 Implementation Thought-leadership - What the technologies are and how they apply to investment firms, plus some “lessons learned from other industries”

11.25 Panel of COOs and innovators 

12.05 Open Q & A

11:15 - 12:15 60 mins
FutureFinance 2.0
Why asset management and wealth management needs AI+HI: how human decision making can be improved around optimum trading, asset allocation, and risk management
  • Moderator Antoine Shagoury - Global CIO, StateStreet
  • Presenter Pierre Borg - Wealth and Asset Management Digital Leader EMEIA, EY
  • Speaker Anthony Ledford - Chief Scientist and Academic Liaison, Man AHL
  • Speaker Clare Flynn Levy - CEO and Founder, Essentia Analytics
  • Speaker Brian Ahrens - Senior Vice President and Head of Strategic Investment Research Group, PGIM Investments
  • Speaker Alexandru Agachi - Co Founder, COO, Empiric Capital
  • Speaker Ewelina Sieradzka - Head of Capital Markets, 9FIN
more

Moderator Antoine Shagoury, STATE STREET

Research Briefing (11.15-11.25) Pierre Borg EY

11.25 Panel of Innovators

Case studies from Innovators

1. AI & Investment
Anthony Ledford, MAN AHL Oxford

2. Behavioural alpha: Behavioural analytics in asset allocation
Clare Flynn Levy, CEO and Founder, ESSENTIA ANALYTICS

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

4. Machine Learning and Alpha
Alexandru Agachi, COO EMPIRIC CAPITAL

5. Transforming the debt market
Ewalina Sieradzka, 9FIN

12.00 Open Q&A

 

11:15 - 12:20 65 mins
FundForum Global ESG
Best practice in climate bonds and green infrastructure finance for the transition to a low-carbon economy: New opportunities for profitable growth in line with UN SDGs
  • Moderator Raphaëlle Vallet - Senior Policy Adviser, Green Finance, Department for Business, Energy and Industrial Strategy
  • Moderator Gavin Templeton - Head of Sustainable Finance, Green Investment Group
  • Speaker Simon Horner - Head, Green Finance Initiative
  • Speaker James Samworth - Partner, Foresight Group
  • Speaker Rhian-Mari Thomas - Managing Director and Chair, Barclays Green Banking Council, Barclays
  • Speaker Patrick Arber - Senior Analyst, Global Public Policy | Group Legal & Co Sec, Aviva Investors
  • Speaker Carlo Funk - EMEA ESG Specialist Sales, ETF & Index Investing, BlackRock
  • Speaker Sacha Sadan - Director of Corporate Governance, LGIM
  • Speaker Karthik Iyer - Commercial Director, Climate Bonds Initiative
  • Speaker Manjula Lee - CEO/Founder, World Wide Generation
more

11.15  Part 1 - Government/industry collaboration and the Green Finance Taskforce recommendations. UK as a global leader in rising to the challenges of climate change

Moderated by Gavin Templeton, GREEN INVESTMENT GROUP

Simon Horner, Head, GREEN FINANCE INITIATIVE

James Samworth, FORESIGHT

Raphaëlle Vallet, BEIS


11.35  Part 2 - Innovations in different types of Green Finance products

Moderated by Raphaëlle Vallet, BEIS

Rhian-Mari Thomas, BARCLAYS

Patrick Arber, AVIVA

Sacha Sadan, LGIM 

Manunel Sperandeo, BLACKROCK


12.00 Theme 3 – Green Finance Case-studies

Moderated by Gavin Templeton, GREEN INVESTMENT GROUP

Karthik Iyer, CLIMATE BONDS INITIATIVE

Simon Horner, Head, GREEN FINANCE INITIATIVE

Manjula Lee, WWG

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


 

11:30 - 11:40 10 mins
Business Leaders Forum
The rise of thematic investing
  • Presenter Rob Powell - Investment Strategist, iShares Specialist Sales, Blackrock
more
11:40 - 12:20 40 mins
Fund Buyer Solutions - Investment Solutions Workshop (open to all)
Multi-asset solutions and LTI: managing risk and liquidity across asset-classes in the new investment regime
  • Moderator Professor Amin Rajan - Founder, Create Research
  • Speaker Yoram Lustig - Head of Multi-Asset Solutions, EMEA, T. Rowe Price
  • Speaker Adam Lessing - Head of Central & Eastern Europe, Fidelity International
  • Speaker Rob Johnson - Head of Investments, Nedgroup Investments
  • Speaker Jérôme Teiletche - Managing director, head of cross asset solutions,, Unigestion
more
12:10 - 13:00 50 mins
Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)
Where to find returns
  • Moderator JB Beckett - Director, Association of Professional Fund Investors 
  • Speaker Eric Wiegand - Director ETF Strategy EMEA and APAC, DWS, Xtrackers
  • Speaker Derek Fulton - Director & CEO, First Trust (FTGP)
  • Speaker Matthias Mohr - Executive Director, ODDO BHF Asset Management
more

Three funds present comparative solutions to finding returns in from of a buyer-only audience, followed by open discussion

XTRACKERS - US Yield Seeking

FIRST TRUST - Harvesting Yield Divergence

ODDO BHF  - Smart Factor USA

12:15 - 13:00 45 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
  • Moderator Matthew Bax - Managing Director, EMEA Head of Sales for Custody and Fund Services, Citi, Citi
  • Presenter Dan Hall - Partner, UK wealth and Asset management Advisory Leader, EY
  • Speaker Mark Harrison - Director, Chief Operating Officer, Waverton Investment Management
  • Speaker Marcel Prins - COO, APG Asset Management
  • Speaker Mike Tumilty - Director of Operations, Standard Life
  • Speaker Patricia Regnault - European Head of Relationship Management, Asset Management and Servicing, Linedata
more

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

New Research from EY (10 mins) followed by panel discussion and audience Q&A

12:15 - 13:00 45 mins
FutureFinance 2.0
Wealth Management 2.0 - Data analytics for client suitability and behavioural profiling for B2B and B2C distribution and goals-based investing
  • Presenter & Moderator Greg B. Davies PhD - Head of Behavioural Science, Oxford Risk
  • Speaker Vinay Jayaram - CEO, Envizage
  • 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. Exploring new vistas on suitability (profiling, client engagement and gamification, risk capacity, goals) with a specific focus on goals-based investing. How can digital innovations help us craft client solutions that transition seamlessly from accumulation to decumulation?

What are the independent innovators doing? Innovation in goals-based investing: crucial concepts for designing B2C technology platforms for human and robo distributors

12.15 -12.25 Research Briefing

Greg B Davies, PhD Head of Behavioural Science OXFORD RISK


12.25 Panel Discussion

Vinay Jayaram, ENVIZAGE

Paul Resnik, FINAMETRICA

Rick di Mascio, INALYTICS


12.50  Open Q&A

12:20 - 13:00 40 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
  • Moderator 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
12:20 - 13:00 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 Dörte Höppner - Chief Operating Officer, Riverside Europe
  • Speaker Mikaela Hedborg - Head of ESG, IK Investment Partners
  • Speaker Tycho Sneyers - Managing Partner, Board member, UN PRI (UN sponsored Principles for Responsible Investments), LGT Capital Partners
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

12:40 - 13:00 20 mins
Business Leaders Forum
Investment Keynote : Global macro economic outlook in an uncertain world
  • Michael Hasenstab - Executive Vice President, Chief Investment Officer, Franklin Templeton Investments
more
13:00 - 14:30 90 mins
Grand Plenary
Networking Lunch
13:20 - 13:45 25 mins
FutureFinance 2.0
Informal audience with a keynote Augmented AI & The New Collar Worker
  • Manoj Saxena - The first GM of IBM Watson, Chairman,, CognitiveScale
more
13:45 - 14:15 30 mins
Professional Development
Informal audience with a Liverpool Football Club Legend Interview with Standard Chartered
  • Jason McAteer - LFC Legend, Liverpool Football Club
more
14:30 - 15:00 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 Michael Gruener - Head of EMEA Retail, BlackRock
  • Speaker Alex Birkin - Global Advisory Leader, EY
  • Speaker Erik Podzuweit - Founder & CEO, Scalable Capital
  • Speaker Stephanie Griffiths - CMO, ffyn.co
more

10 minute research briefing EY 

3 innovative robo advisors

14:30 - 15:10 40 mins
Fund Buyer Solutions
ETF and index Leaders: How a new ecosystem is adjusting and starting to embrace ETFs and indexation in Europe
  • Moderator Scott Coey - Managing Director, Head of EMEA Alternative Investment Services Business Development, BNY Mellon
  • Speaker Bryon Lake - Managing Director, Head of International ETF, J.P. Morgan Asset Management
  • Speaker Stephen Cohen - Managing Director, Head of EMEA iShares, BlackRock
  • Speaker Nick King - Head of Index and Exchange Traded Products, Fidelity International (FIL)
more

14.30 Moderator on ETF Growth

14.35 Panel discussion

15.00 Open Q & A


14:30 - 15:00 30 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
  • Speaker Niall Bellabarba - Director International, Elinvar
  • Speaker Edward Wierenga - Head of Business Implementation, NN Investment Partners
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 - 15:40 70 mins
FutureFinance 2.0
Innovations in quantitative and AI product strategy: How and why to apply AI technologies to quantitative and systematic products in the business
  • Moderator Ms Justina Deveikyte - Associate Director, Cerulli Associates (Europe)
  • Speaker Hoshang Daroga - Quantitative investment manager in multi-asset portfolios, Copia Capital Management
  • 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
  • Speaker Guillaume Garchery - Head of Quantitative Research and Development, La Française Investment Solutions
more

14.30 Part 1: Research Briefing

Justina Deveikyte,  CERULLI

14.40  Part 2: Best Practice from providers - Panel Discussion

Moderated by Justina Deveikyte,  CERULLI

1. Arnaud Sarfati, LA FRANCAISE

2. Stéphane Vial, CFM

3. Ric Lacaille, STATE STREET GLOBAL ADVISERS

4. Emmanuel Hauptmann, RAM ACTIVE INVESTMENT

5. Hoshang Daroga, COPIA CAPITAL MANAGEMENT 

14:30 - 14:55 25 mins
FundForum Global ESG
What are the returns and benefits to investors of SI in the cross asset portfolio? Best practice in defining your SRI product strategy to maximise distribution
  • Moderator Rachel Whittaker - CIO WM - Sustainable Investing Strategist, UBS
  • Speaker Claire Coquard - Head of Multi-Asset and Other Thematics Research, FundQuest Advisor
  • Speaker Jean-Marie Mercadal - Deputy Managing Director & CIO , OFI ASSET MANAGEMENT
more

How a new approach to risk management, governance and the interaction with long-term liability investing  is transforming asset allocation

Comparing different objectives and portfolio approaches from three leading European fund buyers 

14:55 - 15:10 15 mins
FundForum Global ESG
Expert Insight: Applying ESG in the Sovereign Class
  • Presenter Michael Hasenstab - Executive Vice President, Chief Investment Officer, Franklin Templeton Investments
more
15:00 - 15:30 30 mins
Business Leaders Forum
Pan European wholesale investors sub-advisory strategy 2018: Exploring the change in market dynamics and key success factors for third-party managers
  • Moderator Ric van Weelden - Senior Partner, INDEFI
  • Speaker Tom Caddick - Head of Global Multi Asset Solutions , Santander Asset Management
  • Speaker Stéphane Corsaletti - CEO, ABN AMRO Investment Solutions
  • Speaker Silvia Bocchiotti - Head of Retail Advisory, Amundi Asset Management
  • Speaker Richard Lepere - CEO, Fund Channel S.A
  • Speaker Anja Hochberg - Global Head Investment Solutions, 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. 

A panel of distributors and AMs to discuss how they adapt to this new paradigm

15:00 - 15:30 30 mins
FundForum Ops
Regtech Rising - 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 Geraldine Gibson - CEO, AQMetrics
  • Speaker Sheenagh Gordon-Hart - Partner, The Directors' office
  • Speaker Jon Foster - Co-Founder & Chairman, Smartkarma
more

Managing external data providers: How to value, measure, monetize research and data

15:10 - 15:50 40 mins
Fund Buyer Solutions
How are traditional fund buyers from private banks, fund platforms and major DFMs analysing the risks, value and return of ETFs relative to other vehicles: How are they approaching ETFs as a business?
  • Moderator Roland Meerdter - Co-Founder, Door
  • Speaker Brendan Ashe - Director, Investment Product & Platform, Coutts
  • Speaker Alberto Herranz - Investment Research & Risk Analysis,, Allfunds
  • Speaker Bernard Aybran - CIO of Multi-Management, Invesco
more
15:10 - 16:10 60 mins
FundForum Global ESG
How to integrate ESG in the portfolio? Best practice from fund buyers and leading providers on the most effective and beneficial approaches
  • Moderator Rohit Vaswani - Head of Insight, Expert Investor
  • Speaker - Buyer Herdis Funck - Senior Fund Analyst - Mutual Funds & Financial Products, Credit Suisse
  • Speaker - Buyer Hans-Jürgen Schäfer - Head of Investment Management, Evangelische Bank
  • Speaker- Buyer Ralf Mielke - Head of Sustainable Investments, Julius Baer
  • Speaker - Asset Manager Craig Bonthron - Equities Investment manager, Kames Capital
  • Speaker - Asset Manager Pieter Furnée - Global Head of Responsible Investing and Head Benelux, DWS
  • Speaker- Asset Manager Johannes Weisser - Head of Client Portfolio Management, RobecoSAM
  • Speaker - Asset Manager Dylan Ball - Executive Vice President, Franklin Templeton Investments
more

How are top funds capitalising on the newest ideas in energy, sustainability and clean technologies in their portfolios?

15:10 Part 1 - New Insight with ESG Investors

Moderated by Rohit Vaswani, EXPERT INVESTOR

Herdis Funck, CREDIT SUISSE

Hans-Juergen Schaefer,  EVANGELISCHE BANK 

Ralf Mielke, JULIUS BAER

15.30 Part 2 - Where do you sit on the ESG spectrum and why? From negative screening to thematic or activist strategies how do you position, measure and manage the balance between performance and impact?

Moderated by Rohit Vaswani, EXPERT INVESTOR

Craig Bonthron, KAMES CAPITAL 

Pieter Furnee, DEUTSCHE ASSET MANAGEMENT

Johannes Weisser, ROBECOSAM 

Dylan Ball, Head of European Equity Strategies, FRANKLIN TEMPLETON 

16.00 Open Q&A

15:30 - 16:00 30 mins
Business Leaders Forum
Developments in sub-advisory partnership models in private banking
  • Moderator Andreas Pfunder - Founder and CEO, instiHub Analytics
  • Speaker Martin Fenner - Head Global Investment Marketing & Business Solutions, J. Safra Sarasin
  • Speaker Blas Guerra Robas - Senior Fund Analyst, Fideuram
  • Speaker Didier Chan-Voc-Chun - Managing Director, Head of Multi-Management & Fund Research, Union Bancaire Privée ( UBP)
  • Speaker Anders Karsbaek Bertramsen - Head of External Products, Nordea Asset Management
more
15:30 - 16:00 30 mins
FundForum Ops
How to manage the real-life implications of implementing regulatory overhaul – what have been the expected and unexpected consequences on the distribution model?
  • Moderator Furio Pietribiasi - Managing Director, Mediolanum Asset Management
  • Speaker Tara Newbery - Corporate Counsel - Vice President, PGIM Investments
  • Speaker Helen Webster - Head of Governance, UK & Ireland, Aberdeen Standard Investments
  • Speaker Nick Phillips - Head of International Retail Client Business, Goldman Sachs Asset Management
  • Speaker Paul Ellis - Global Head of Regulatory Product Development, HSBC Securities Services
  • Speaker Jochen Wiesbach - Managing Director, Head of Key Account Management PCB Europe & Head of Business Strategy & Advice, DWS
more
15:40 - 16:30 50 mins
FutureFinance 2.0
Alternative assets and social sentiment: Mining social media to mitigate risk, drive alpha and empower, not manipulate, the consumer
  • Presenter Jean Pierre Kloppers - CEO, BrandsEye (Pty) Ltd
more

Social media data has held enormous promise for organisations, but is still regarded by many as a marketing tool. By overcoming the challenge of accurately structuring social media data, companies and political organisations are now able to benefit from a huge source of volunteered public opinion.

BrandsEye CEO, Jean Pierre Kloppers, looks at the link between social media sentiment and company performance, the predictive capabilities of opinion data in both the commercial and political spheres and the key challenges and risks associated with mining social data.


15:50 - 16:30 40 mins
Fund Buyer Solutions
How passives blend with actives in a diversified portfolio representing a continuum of risk, instead of constituting binary choices: Best practice in how to apply and blend active, passive and alternative solutions in a comingled investment solution
  • Moderator Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment
  • Presenter Ursula Marchioni - Head of Portfolio Analysis and Solutions, BlackRock
  • Speaker Frank Potaczek - Head of UK Proposition, Axa Architas
  • Speaker Philipp Geller - Partner – Manager Selection, HQ Trust
  • Speaker Jonathan Schuman - Head of Global Business Development, Matthews Asia
  • Speaker Heike Fürpaß-Peter - Head of ETF Sales, Germany & Austria, Lyxor ETF
more

Creating unique solutions beyond Me2 with ETFs and segregated accounts

15.50-16.00 Thought-leader – New Research – How fund buyers are applying active and passive in the portfolio

BLACKROCK 

16.00-16.20 DISCUSSION WITH BUYERS AND PROVIDERS

16.20-16.30 open Q&A

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 Michael Geier - Partner, Accelerando Associates
  • Speaker Tanja Wennonen-Karna - Senior Portfolio Manager, EVLI Bank
  • Speaker Nick Wood - Head of Fund Research, Quilter Cheviot
  • Speaker Uwe Ketelsen - Head of Fund Selection, Coutts
more

Some questions that the panel will answer:

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

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

- 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?

- 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?

16:00 - 16:30 30 mins
FundForum Ops
6 Months On: German market distribution post-implementation of Mifid II
  • Moderator Georg Redlbacher - Founding Partner , MBMS
  • Speaker Jaime Oliveira - Executive Director, Former Chief Operating Officer, LarrainVial Asset Management SICAV
  • Speaker Sebastian Henrichs - CEO, Fondsdepot Bank
  • Speaker Peter Nonner - Managing Director, FIL Fondsbank GmbH
  • Speaker Markus Thomas - European Fund Data Specialist, WM Datenservice
more

Providing guidance for AMs around the peculiarities of the German regulatory environment; pragmatic steps to maintain access to German investors

16:10 - 16:30 20 mins
FundForum Global ESG
New metrics and standards in ESG fund selection, asset allocation and performance attribution
  • Moderator 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)
more
16:30 - 17:00 30 mins
Afternoon Networking Break
17:00 - 17:25 25 mins
Business Leaders Forum
Insurance outsourcing: The new ‘ great game’ across Europe
  • Moderator Richard Bruyère - Managing Partner, INDEFI
  • Speaker Hans Georgeson - Chief Executive Officer, AXA ARCHITAS
  • Speaker Wim Vermeir - CIO and group head of investments AGEAS, AG insurance
  • Speaker François De Varenne - CEO, SCOR Investment Partners
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 and the evaluation of multi-factor ETFS: How to manage risk and return in a multi-factor world
  • Moderator Paul Heffernan - Head of Cross Border Development, Europe, HSBC Securities Services
  • Presenter Manuela Sperandeo - Head of iShares Specialist Sales, BlackRock
  • Speaker Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
  • Speaker Vincent Denoiseux - Head of Quantitive Strategy, DWS, Xtrackers
  • Speaker Stuart Davies CFA - Co-Head—AB Custom Alternative Solutions, Alliance Bernstein
  • Speaker Eric Bertrand - Head of Fixed Income, Multi-Asset & Quantitative Strategies, OFI Asset Management
more

17:00 New Research

Manuel Sperando, BLACKROCK


17:10 Panel Discussion

17:00 - 18:00 60 mins
FundForum Ops
The FundForum & Temenos Multifonds Fintech Innovation Jam: How to integrate innovative solutions to specific business problems across the fund management ecosystem - and cut costs
  • Chair & Judge Ben Robinson - Chief Strategy Officer, Temenos
  • Judge Andrew Lodge - MD, European Operations, Nedgroup Investments
  • Judge Edward Wierenga - Head of Business Implementation, NN Investment Partners
  • Presenter Pierre Davoust - CEO, IZNES
  • Presenter Douglas Azar - Founder, WealthInitiative
  • Presenter Mathieu Cambou - Co-Founder, Edgelab
  • Presenter Jordan Brandt - CEO & Co-Founder, Inpher
  • Presenter Steve Toland - Founder, TransFICC
  • Presenter Vicky Sanders - Co-CEO, RSRCHXchange
  • Presenter Laurent Denayer - CEO, Ume Solutions
more

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 expert judges from across the ecosystem and audience voting with Sli.do, who will win? 

EDGELAB

INPHER
GDPR-compliant Machine Learning and Analytics on sensitive data

IZNES

RSRCHXCHANGE
MiFID II research marketplace and aggregator

TRANSFICC
eTrading solution for the Fixed Income markets

UME
Digital fund distributor due diligence utility platform

WEALTH INITIATIVE

17:00 - 18:00 60 mins
FutureFinance 2.0
Wealth Management 2.0: Understanding your digital value proposition and building your corporate and personal brand for winning and retaining customers across all ages and customer segments
  • Moderator April Rudin - Founder and President, The Rudin Group
  • Speaker Anne Connelly - Managing Director Fondsfrauen; CEO, herMoney
  • Speaker Holly Mackay - Founder and CEO, Boring Money
  • Speaker Yuri Bender - Editor-in-Chief, Professional Wealth Management, Financial Times
more

Workshop Moderated by Digital wealth management expert April Rudin, one of the world’s most influential digital wealth management influencers @aprilrudin . What does this mean for you? In this workshop we will explore key issues for asset managers and wealth managers -

People do business with people they like and trust- 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 inspire trust in your organisation and 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.


17:00 - 17:20 20 mins
FundForum Global ESG
A Case Study on how to get a fund manager to run an ESG strategy tailored to your goals?
  • Interviewer Rohit Vaswani - Head of Insight, Expert Investor
  • Interviewee Susanne Bolin Gärtner - Head of Fund Selection and ESG, Folksam
more

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?

17:20 - 18:00 40 mins
FundForum Global ESG
Comparing Nordic asset owners and fund buyers on ESG & Impact in the portfolio
  • Moderator Niklas Tell - Chief Content Officer, Tell Media Group
  • Speaker Fredrik Wilander - Head of Manager Selection, DNB Asset Management AS
  • Speaker Mikael Haglund CAIA - Head of Manager Research, SEB
  • Speaker Karolina Qvarnström Hutter-Rehrl - Senior Manager – Fund Management, Länsförsäkringar fondförvaltning AB
  • Speaker Nadine Viel Lamare - Member of the Council on Ethics, Head of Sustainable Value Creation, AP1
more
17:25 - 18:00 35 mins
Business Leaders Forum
Distribution Disruption 2.0: Brand and the battle for share of assets – surviving and thriving distribution disruption in the next decade
  • Presenter Chris Chancellor - Partner, MackayWilliams
  • Moderator Diana Mackay - CEO, MackayWilliams LLP
  • Speaker Chris Ralph - Chief Investment Officer, St James's Place
  • Speaker Nick Lyster - Global Head of Wealth Advisory Services, Principal Global Investors
  • Speaker Stephan Pouyat - Global Head of Capital Markets, and Funds and ETF Services, Euroclear
  • Speaker Michael Stammler - Chairman of the Board, Taunus Trust Group AG
more

What the real future of distribution could look like for asset managers and distributors. Who will be the winners, the disruptors and in which customer segments?

  • The scale strategy – is size an optimal option? Which groups can benefit and can you really stand out if you are in a crowd?
  • The consumer strategy – how important is consumer recognition in the new world of digital marketing?
  • Dare to be different – identifying the key ingredients of a successful asset management brand.


17.25-35 New Research highlights

17.35 Discussion with leading players and brands

18.00 End of day 

18:00 - 19:30 90 mins
Day 1 Drinks Reception at Hugo's
more

Join us in the spectacular rooftop bar of the Intercontinental and admire a 360-degree view of some of Berlin’s most iconic sites

19:30 - 00:30 300 mins
Feel Berlin After Party at Café Am Neuen See
more

Come to one of the most sought after venues in Berlin in the heart of the famous Tiergarten. Renowned as one of Berlin’s most famous restaurants and beer gardens, this is a perfect place to relax and network after a long day of inspiration