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Key Sessions

Data is the new capital, but does technology have to trump humanity? From the #1 global expert on leadership in the digital economy and the datification of everything

Showing of Streams
Showing of Streams
10:30 - 11:15

Morning Coffee & Networking Break

More
Showing of Streams
12:50 - 14:15
Info

Lunch & Networking Break and exclusive features

  • Top To Top programme: A FundForum Top-To-Top Exclusive C-Suite lunch with Keynote: Erik Brynjolfsson, Director, Initiative on the Digital Economy MIT, Professor, MIT SLOAN SCHOOL OF MANAGEMENT

Latest research on AI and kinds of tasks suitable for machine learning and for humans– how do we re-engineer business by industry, tasks and occupations. In these brand new data sets we ask how will financial services be repurposed–where will the new jobs and fusion be?  or Customer Intelligence and The New Customer WellBeing Index: what does this mean for measuring value and production in the digital era

  • Spotlight Stage Quickfire Boutique Fund Showcase 
  • Village – Nordic Tech innovators, Global Digital Finance, 
  • Spotlight-Stage - TECH+ TALENT=(CX) CLIENT EXPERIENCE The victors in the battle for client experience will be those who perfectly blend tech with human talent. Knowing which parts of the investing experience to delegate to automation and which to reserve for F2F interaction. Behavioural science meets data capital meets agile wealth advisors who “get it
More
Showing of Streams
16:15 - 16:45

Afternoon Coffee & Networking Break

More
Showing of Streams
18:00 - 20:00

FundForum International Day 1 Drinks Reception

More
07:45 - 08:30 45 mins
Distribution
Breakfast Briefing: Expert Data
07:45 - 08:30 45 mins
Solutions
Breakfast Briefing: FundBuyer Academy - New Fund Selection Data
07:45 - 08:30 45 mins
Markets
Breakfast Briefing: New Market Analysis
08:00 - 08:30 30 mins
For Everyone
Registration & Welcome Coffee
08:30 - 08:35 5 mins
Making sense of shifting global megatrends: AI, geo-politics and sustainability take centre stage
Welcome from FundForum International 2019
08:35 - 08:45 10 mins
Making sense of shifting global megatrends: AI, geo-politics and sustainability take centre stage
Chairman's Welcome
08:45 - 09:15 30 mins
Info
Making sense of shifting global megatrends: AI, geo-politics and sustainability take centre stage
Data is the new capital, but does technology have to trump humanity? From the #1 global expert on leadership in the digital economy and the datification of everything

  With the global digital battleground for accountability and consumer trust raging, how can leaders pivot strategy from control to innovation?  

Spotting the  key trends in networks, datafication and ideas where they are working and the consequences who's left behind: Networks data and ideas working better than thought to create churn but not within countries - leaving cities behind - need to address this


How can you stay relevant and respond to the datafication of everything? 

Managing the datafication of everything. With the global digital battleground for accountability and consumer trust raging, how can leaders pivot strategy from control to innovation?  Strategies for responding to the datification of everything

Leaders, Facebook, regulation and internet governance.

  • We are moving into a world where the first scaler, rather than the first mover, has the advantage. Internet’s basic architecture may already be past the point of no return dominated by BAATFANGsThe
  • Battle for Ethics very different in US, Asia and Europe
  • European regulation and the road to greater accountability and customer trust – but how do you innovate in this controlled environment?
  • many of the most interesting areas for the use of tech are in heavily regulated sectors, such as healthcare, education, energy and transport. If Europe can develop a mutually beneficial relationship between public sector innovators, entrepreneurs and regulators, that fosters innovation while protecting citizens, it may be in with a shout.

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

Co-Author with Andrew McAfee

“Machine, Platform, Crowd: Harnessing Our Digital Future” And

“The Second Machine Age - Work, Progress, and Prosperity in a Time of Brilliant Technologies”


09:15 - 09:30 15 mins
Making sense of shifting global megatrends: AI, geo-politics and sustainability take centre stage
Human & Machine Leaders Keynote Audience Sli.do Q&A
09:30 - 10:00 30 mins
Info
Making sense of shifting global megatrends: AI, geo-politics and sustainability take centre stage
Technology revolutions, inequality and the new role of asset management to fund public sector challenges of health and wealth wellbeing: who are the builders of the new asset intelligence?

 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



10:00 - 10:30 30 mins
Info
Making sense of shifting global megatrends: AI, geo-politics and sustainability take centre stage
How to catalize technological progress for the benefit of society?: Snapshots from two of the world’s most influential tech investors from Silicon Valley and Japan

Keynote out of the box disruptor

10:30 - 11:15 45 mins
Morning Coffee & Networking Break
11:15 - 11:20 5 mins
Distribution
Introduction Distribution
11:15 - 11:20 5 mins
Solutions
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 and top-table panel of buyers
11:15 - 11:20 5 mins
Markets
Introducing Smart Markets Intelligence: thought-leadership, insight, innovation in the next evolution of global markets
11:15 - 11:45 30 mins
Operations
Identifying the business gap in enabling an agile front to back operating model: technology, infrastructure and culture
11:15 - 12:15 60 mins
Info
Data, Platforms & Next Gen Leadership
New customer intelligence: Learning from the expert innovators translating tech innovation into disruptive products that transform the way people live, work and invest

out of industry case study 

panel of innovators from banking and payments

sli.do q and a 



the customer intelligence -the biggest indicator of future profitability 

11:20 - 12:00 40 mins
Info
Solutions
FundBuyer Solutions 1

Portfolio Managers have a total of 10 minutes to present their fund infront of the fund buyer audience, this is then followed by moderated Q&A from talented top table of buyers and opened up to the room at large. This guarantees the best quality engagement and questions to create a memorable session. 

Fund 1 11.20-11.35

Fund 2 11.35-11.50

Fund 3  11.50- 12.05

11:20 - 11:50 30 mins
Info
Markets
Alternative assets and precious metals vs stock market debate -

Is now the time to go into alternative assets and precious metals? If so which ones, why and for how long?

11:30 - 12:00 30 mins
Info
Distribution
Exploring the new breed of global asset managers dominating the regional blocks: Who will be the winning firms and why?

Moderator  CEOs x 3 CEOs

11:45 - 12:45 60 mins
Info
Operations
Forming effective strategic partnerships and key factors for success: scale, expertise, alignment

Deciding which functions should be outsourced; choosing your partners/solutions; risk management; enabling flexibility for future development

11:50 - 12:30 40 mins
Info
Markets
Smart Market Intelligence: What lies in store for US " rule of law" election 2020? Probably the biggest factor in all investment decisions for next decade, globally

will it focus around the rule of law?

Trump, Pense, “Mad Dog” Mattis to Hillary, Michelle or even Oprah -. The USA tail wagging every dog on the planet.

Big institutional and PE funds need to look beyond the 12 to 18 month timeframe to reposition themselves like steering a huge battleship.  It takes time to get all that money switched around, hence the pivot back to Investment Banking away from FICC Trading. Bearish sign.

Sli.do feedback

Moderated by

CIO / Strategist

CIO / Strategist

CIO/ Strategist

CIO Strategist 

12:00 - 12:45 45 mins
Info
Solutions
FundBuyer Solutions 2: Special Focus Nordic Boutiques - four top PMs discuss the ideas behind their funds in front of an exclusive buyer audience

Portfolio Managers have a total of 10 minutes to present their fund infront of the fund buyer audience, this is then followed by moderated Q&A from talented top table of buyers and opened up to the room at large. This guarantees the best quality engagement and questions to create a memorable session. 

Fund 1 

Fund 2 

Fund 3  

12:15 - 12:45 30 mins
Info
Data, Platforms & Next Gen Leadership
Re-engineering the investment management business in the 4IR: How leaders need to approach new mindsets and roles for the AI future transformed business

AI + HI. Why and how innovators are forging new mindsets and roles that have not existed before

Oracle, Microsoft and Amazon now have “creative technologists” staff translating tech innovation into disruptive products that transform the way people live, work and invest.

Where will the new jobs and fusion roles be in investment management – new roles esp creative technologists - translating tech innovation into disruptive products that transform the way people live, work and invest.


12:30 - 12:50 20 mins
Distribution
New best practice global pension solutions: comparing insights from Asia Pac, Europe and North America CEO x 3
12:30 - 12:50 20 mins
Markets
Wisdom of the Crowd audience Q&A and Sli.do session: What lies in store for US election 2020?
12:50 - 14:15 85 mins
Info
Lunch & Networking Break and exclusive features
  • Top To Top programme: A FundForum Top-To-Top Exclusive C-Suite lunch with Keynote: Erik Brynjolfsson, Director, Initiative on the Digital Economy MIT, Professor, MIT SLOAN SCHOOL OF MANAGEMENT

Latest research on AI and kinds of tasks suitable for machine learning and for humans– how do we re-engineer business by industry, tasks and occupations. In these brand new data sets we ask how will financial services be repurposed–where will the new jobs and fusion be?  or Customer Intelligence and The New Customer WellBeing Index: what does this mean for measuring value and production in the digital era

  • Spotlight Stage Quickfire Boutique Fund Showcase 
  • Village – Nordic Tech innovators, Global Digital Finance, 
  • Spotlight-Stage - TECH+ TALENT=(CX) CLIENT EXPERIENCE The victors in the battle for client experience will be those who perfectly blend tech with human talent. Knowing which parts of the investing experience to delegate to automation and which to reserve for F2F interaction. Behavioural science meets data capital meets agile wealth advisors who “get it
14:15 - 14:45 30 mins
Info
Solutions
How to rethink asset allocation in the great economic re-set: Leading CIOs on what are the new asset classes and asset allocation tools to apply

CIOs and PMs


14:15 - 15:15 60 mins
Info
Markets
Leaders of green bonds and climate finance: an update on the challenges, progress and investment opportunities of scaling green bond issuance

taxonomy on green bonds - the metrics

how to measure what projects have real impact? 


14:15 - 15:15 60 mins
Data, Platforms & Next Gen Leadership
How to make the next gen investment process relevant - Behavioural, quantimental & machine learning in wealth management
14:45 - 15:15 30 mins
Info
Distribution
Are pension investors losing out on returns from private markets? How can asset managers and intermediaries enable greater inclusion and create access to private markets for retail investors

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’.”

14:45 - 15:45 60 mins
Info
Solutions
Active passive blending: ETF and portfolio construction – new thought-leadership on core and satellite

best practice from fund buyers and leading asset managers

New Research - 10 mins 

Moderator 

Panel of fund buyers x 3 20 mins 

Panel of asset managers x 4  30 mins 

15:00 - 16:15 75 mins
Operations
FundForum International Innovation Quickfire Showcase
15:15 - 15:45 30 mins
Distribution
European institutional buyer insight: Where is the value in active management?
15:15 - 16:15 60 mins
Markets
Illiquid and infrastructure investing blending public and private markets: best practice active stewardship in aligning the investment value chain into the portfolio
15:15 - 16:15 60 mins
Data, Platforms & Next Gen Leadership
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
15:45 - 16:15 30 mins
Distribution
Trends in sub-advisory mandates - Development of partnerships and discretionary subadvisory – moving from open to guided architecture post mifid 2
15:45 - 16:15 30 mins
Solutions
x
16:15 - 16:45 30 mins
Afternoon Coffee & Networking Break
16:45 - 17:15 30 mins
Distribution
Future fund flows by distribution channel and country – Heads of distribution success strategies
16:45 - 17:15 30 mins
Info
Solutions
Innovation in unit-linked insurance solutions: A revolution in markets where insurance has been the primary savings vehicle -France, Germany and Italy

European insurance in both general account and unit linked investments is undergoing a revolution which, surprisingly, has not really been picked up by the press. Insurers are no longer writing general account based guaranteed business but pushing their retail clients into assuming risk. This is causing a wave of innovation, in either new forms of guaranteed (read: Germany) or unit linked products.  

 This is caused by a confluence of forces including the introduction of Solvency II and new accounting standards, the persistence of low interest rates, profitability pressure and evolving client demand. An important part of this is the individualisation of savings (read: move away from GA based guaranteed products into unit linked). This is causing a wave of innovation in unit linked products.


16:45 - 17:15 30 mins
Markets
Next generation real estate investing: how the emerging opportunities in green building is transforming the sector
16:45 - 17:15 30 mins
Operations
TA 2.0 – what does the future hold for Transfer Agency?
16:45 - 18:00 75 mins
Info
Data, Platforms & Next Gen Leadership
Next generation blockchain innovations for asset management: Trading and linking the customer-driven meta-system together

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

17:15 - 18:00 45 mins
Distribution
How exponential technology transforms distribution and marketing: Channel by channel B2B and B2C innovation
17:15 - 17:55 40 mins
Info
Solutions
Smart Beta/ Factor Investor: Best practice asset allocation tools

New Research x 10 

Moderator 

Panel x 5  CIO Strategist 

17:15 - 18:00 45 mins
Info
Markets
New opportunities in Illiquid and private equity markets – Asia

Moderator  X 4 CIOs / Strategists

18:00 - 20:00 120 mins
FundForum International Day 1 Drinks Reception