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08:00 - 08:40 40 mins
Business Leaders Forum
Early bird distribution leaders breakfast briefing: What is the best sales team structure that will enable you to capitalise on new European sub-advisory opportunities
  • Moderator Angelos Gousios - Associate Director, Cerulli Associates Europe Ltd.
  • Speaker Christophe Girondel - Member of Executive Management & Global Head of Distribution, Nordea Asset Management
more

Are you optimising your sales teams?: European marketing sales-team structure for boutiques, midsize and mega brands

08:00 - 08:40 40 mins
Fund Buyer Solutions
APFI fund buyer academy professional development Day 2: Proving the value you add to the portfolio with digital fund selection 2.0
  • Moderator Mr Oren Kaplan - Co-Founder, SharingAlpha
  • Speaker Mr Jauri Hakka - Managing Director, Widhaby Advisors
  • Speaker Mr Allan Lorentzen - Partner, Jensen Capital Consulting
  • Speaker Mr Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
  • Speaker Kasper Andersen - MD, Global Funds Search
more

Look no further for a State of the Nation’ assessment of Ratings Agencies and consultants and how this is catalysing change,  including crowd ratings as evidenced by SharingAlpha.com. This goes to the heart of Fund buyers demonstrating they can add value.

We have partnered with www.SharingAlpha.com in order to give you an opportunity to build your track record in terms of your fund selection capabilities. Discussing innovative solutions that offer a better way of identifying winning funds and at the same time enable fund selectors a chance of proving their added value by ranking them based on their fund selection track record.

They will add the ratings you assign to the funds presented to your SharingAlpha private account which will enable you to follow how well your predictions have turned out.

08:00 - 08:50 50 mins
Professional Development
FundForum professional development programme Part 2 : Making the perfect pitch - how top executives make a great impression when it matters most
  • Presenter Baldwin Berges - Managing Director, B-D Insider
  • Presenter Matt Krause - Pitch Consultant, Doppler Communications
more

2 - PERFECT PITCH -Always make a great impression when it matters most –

 Overview:

That first impression makes or breaks an opportunity. In the investment industry, your presentation skills will make all the difference. 

 The Perfect Pitch will provide you with actionable insights to:

 Always know exactly what to say to make a connection with your audience.

  • Apply simple but powerful storytelling techniques to explain things so they can be clearly understood by anyone.
  • Verbal and non-verbal hacks to always make the right impression.

 After the 50 minute workshop, you will have a repeatable method to always make a great impression.

After the event

Check and practice what you have learned with access to Baldwin Berges and Matt Hause's exclusive webinar

08:50 - 09:00 10 mins
Grand Plenary
Chairman's State of the Industry Address
09:00 - 09:30 30 mins
Grand Plenary
Geopolitics from the Asian perspective: How the powerhouses of Asia are thinking about Trump, trade and security and what events are not priced in the market?
  • Speaker Linda Yueh - Leading economist, broadcaster & commentator on global economic issues, Director, China Growth Centre, Oxford University
more

Hear Linda for in depth, informal Q & A over lunch today in the exhibition area

09:30 - 10:00 30 mins
Grand Plenary
Global power shifts:, global governance and the implications for politics, business and stability
  • Moderator Linda Yueh - Leading economist, broadcaster & commentator on global economic issues, Director, China Growth Centre, Oxford University
  • Speaker John Emerson - Former US Ambassador to Germany (ret.), Global Relationship Manager & Vice Chairman, Capital Group International, Inc
more
10:00 - 10:30 30 mins
Grand Plenary
Where can we invest in sustainable growth and deliver good returns for our end-investors? What strategies and asset classes will win under the new ECOnomy and tightening global investment regime
  • Megan Greene - Managing Director and Chief Economist, Manulife Asset Management
  • Speaker Stuart Dunbar - Partner, Baillie Gifford
  • speaker Saker Nusseibeh - CEO, Hermes Investment Management
  • Speaker Euan Munro, FIA - CEO , AVIVA INVESTORS
more
10:30 - 11:20 50 mins
Networking Morning Coffee
11:20 - 11:45 25 mins
Business Leaders Forum
Keynote Asset Manager: what is the purpose of asset management? Responsibility, value and diversity in practice
  • Presenter Rachel Lord - Head of EMEA iShares, BlackRock
more
11:20 - 12:00 40 mins
Fund Buyer Solutions - Investment Solutions Workshop (open to all)
Investor Insight: Pan-European Investors on how to manage cross-asset class risk and liquidity
  • Moderator Dr Oliver Roll - Founding Partner, 4AlphaDrivers
  • Speaker Mr Olivier Rousseau - Executive director, Fonds de Réserve pour les Retraites
  • Speaker Niklas Ekvall - CEO, Fourth Swedish National Pension Fund (AP4)
more
11:20 - 12:10 50 mins
Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)
Where to find returns? Three leading funds explain to fund buyers and asset owners what gives their strategy an edge in delivering returns
  • Speaker Mark Baribeau, CFA - Managing Director,, Jennison Associates
more

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


1.Disruptive Innovation:  An Opportunity for Growth: Mark B. Baribeau, CFA:  Managing Director, Jennison Associate

Game changing technologies—including artificial intelligence, big data, cloud computing and DNA sequencing—are creating secular growth opportunities and reshaping the investment landscape as we know it. These technologies are transforming industries, creating new ones while displacing others, and will continue to drive change in the world in which we live. In this session, Mark Baribeau, head of global equity at Jennison Associates will discuss the latest disruptors and innovations, and ideas on how to capitalize on these trends and technologies.
     

11:20 - 12:00 40 mins
FundForum Ops
Structuring your new distribution model of the future: Partnering new technologies to harness the power of innovative collaboration – from blockchain titans to seminal start-ups
  • Moderator Richard Maton - Partner, Aperio Strategy and Executive Board Member at International RegTech Association
more
11:20 - 12:05 45 mins
FutureFinance 2.0
New sources of alpha: Social sentiment, corporate governance and spotting the customer's expectation gap between what CEOs say and do
  • Presenter Mr Jean Pierre Kloppers - CEO, BrandsEye (Pty) Ltd
more

A workshop in finding the alpha in measuring the expectation gap between what politicians, companies and CEOs say and do across different sectors – and what customers actually think.

11:20 - 11:40 20 mins
FundForum Global ESG
11.15 Behavioural aspects of impact investing: New research on investor demand for, and distribution of, impact investments
  • Speaker Greg B. Davies PhD - Head of Behavioural Science, Oxford Risk
more
11:40 - 12:20 40 mins
FundForum Global ESG
Impact Investors on issues in the management of impact in the portfolio
  • Moderator Mr Markus Hill - Independent Asset Management Consultant
more

Impact Investors on the management of impact and other illiquid / liquid ESG strategies in the portfolio. How does this impact the overall asset allocation?  

11:45 - 11:55 10 mins
Business Leaders Forum
Research Briefing: What the universal financial planning platform of the future will look like as financial services converge and the customer controls their data
  • Presenter Mr Paolo Sironi - FinTech Thought Leader, IBM Watson Financial Services
more

 


11:55 - 12:25 30 mins
Business Leaders Forum
How does investment management compete to add value to the customer and justify a fee? What will the winning service, fee and collaboration models for the future look like?
  • Speaker Mr Neil Carnegie - CEO, Carnegie Fund Services
  • Speaker Mr Jamie Hammond - Head—EMEA Client Group; CEO, AllianceBernstein Limited
more
12:00 - 13:00 60 mins
Fund Buyer Solutions - Investment Solutions Workshop (open to all)
Alternatives, liquid and semi-liquid alternatives and new solutions for alternative risk praemia in the portfolio
  • Moderator Ms Amy Bensted - Head of Hedge Fund Products, Preqin
  • Speaker Omar Gadsby - Director, Head FI & Multi Asset Fund Selection, Credit Suisse Investlab AG
  • Speaker Marcus Storr - Head of Hedge Funds, FERI Trust GmbH
  • Speaker Sonja Lami FIA - Portfolio Manager, Specialist Investments Team, INSIGHT INVESTMENT
more

Alternatives, liquid and semi-liquid alternatives and new solutions for  alternative risk praemia in the portfolio

Moderated by Amy Bensted, PREQUIN 

12.00 – 12.30 Fund Buyer Perspectives on incorporating alternatives and semi-liquid solutions in the portfolio

Marcus Storr, Head of Hedge Funds FERI TRUST

Sonja Lami, Portfolio Manager, Specialist Investments Team INSIGHT INVESTMENTS

Omar Gadsby, CREDIT SUISSE INVESTLAB

12.25

New Solutions Providers 1. AVIVA

 2.         

 3.         

 4

12:00 - 13:00 60 mins
FundForum Ops
RegTech Showcase and Innovation Jam: How to apply innovations in regtech to leverage better data and customer insight and service to the end customer in customer in products under KIID, PRIIPS & MIFID 2
  • Moderator Richard Maton - Partner, Aperio Strategy and Executive Board Member at International RegTech Association
more

seven firms present seven minutes each 

  1. AQMETRICS 

2.

3.

4.

5.

AM COO / CEO Judges x 3

 Audience voting by Slido

12:05 - 12:50 45 mins
FutureFinance 2.0
Alternative data, digital assets and the search for new Alpha: exploring the prospects, constraints and opportunities
  • Speaker Thomas Lee - Managing Partner/ Head of Research, Fundstrat Global Advisors, LLC
  • Speaker Ewalina Sieradzka - Head of Capital Markets, 9FIN
more

Case Study: 

12:10 - 13:00 50 mins
Fund Buyer Solutions - Fund Buyer Only Showcases (by invitation only)
How to find growth
more

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

12:20 - 13:00 40 mins
FundForum Global ESG
Generating a real impact in the real world: how to secure competitive investment returns with liquid investment portfolios, aligned to the Paris agreement and Sustainable Development Goals - Case Studies in new metrics on capturing value in impact investing
  • Speaker Olinga Ta'eed - Director, Centre for Citizenship, Enterprise and Governance CCEG, Founder, Seratio Coin
more


1. Seratio Coin: Blockchain innovation in capturing value

2.

3.

12.45 Open Q&A

12:25 - 13:00 35 mins
Business Leaders Forum
Future of regulation and the impact to the global AM industry
  • Presenter Julie Patterson - Director, Asset Management, Regulatory Change, KPMG UK
more

Julie Patterson interviews leading regulators

13:00 - 14:30 90 mins
Networking Lunch
more

Exhibition  Area: Audience with a keynote

Community: Rising stars networking lunch

Marlene Bar: High-table conversations

14:30 - 15:15 45 mins
Business Leaders Forum
Boardroom 365: CEOs on the future of asset management Part 1
more

5 leading CEOs 

14:30 - 15:15 45 mins
Business Leaders Forum - Investor Insight
German wholesale investors
  • Moderator Mr Simon Weiler - Head of Research & Editor, e-fundresearch.com Data GmbH & investRFP.com
  • Speaker Thomas Romig - Managing Director Multi-Asset Portfolio Management , Assenagon Asset Management
  • Speaker Mr Joerg Schmidt - Head of Manager Selection, Union Investment
  • Speaker Ms Eva Polly - Head of Manager Selection, Raiffeisen Capital Management
  • Speaker Manuela Thies - Managing Director, Head of Multi Asset Active Allocation Retail,, Allianz Global Investors
  • Speaker Philip Schifferegger - Head of Institutional Multi Asset Management , ERSTE SPARINVEST
more
14:30 - 15:15 45 mins
Fund Buyer Solutions
Bonds, Bond Proxies and Equity Income Solutions: Weatherproof your portfolio - the return of volatility
  • Moderator Mr JB Beckett - Director, Association of Professional Fund Investors 
  • Speaker Nathan Sheets PhD - Head of Global Macroeconomic Research, PGIM
  • Speaker Brett Olson - Managing Director, Head of FI iShares EMEA, Blackrock
  • Speaker Mr Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment
  • Speaker Alberto Gallo - PM, Algebris Macro Credit Fund, Algebris
more

Should we be using bonds or not in the portfolio?  What are the newest solutions and how do we weigh up the options?:

14.30 -14.40 The macro perspective 

What's up with global inflation? Nathan Sheets PhD, Head of Global Macroeconomic Research, PGIM

What's up with global inflation? Given the divergent economic conditions in the years before and after the financial crisis, the broad similarities in global inflation performance are remarkable. The pre-crisis period saw rapid growth, building leverage in the financial system, and overheating in asset markets. The post-crisis period has seen softer growth and a gradual reduction in unemployment rates from very high levels. Financial markets have generally been on a recovering trajectory through the post-crisis period, but central banks have emphasized that there is now much less leverage in the core of the system than before the crisis. In addition, both before and after the financial crisis, inflation has typically shown very little imprint of variations in resource slack—the Phillips Curve has been very flat.  In this  discussion, Nathan Sheets, PhD will address some important questions about the features and drivers of global inflation

14.45 – 15.15

New fixed income product strategies:

4 managers

macro credit

Equity income/ High yield debt

Fixed Income ETFs

Niche Fixed Income Strategies


14:30 - 15:15 45 mins
FundForum Ops
The practicalities of how to capitalise on the growth of the European ETF market
  • Moderator Jorge Fernandez Revilla - Partner, KPMG in Ireland
more

European ETF assets are surging, rising 40% in 2017. As billions flood in, savvy ETF issuers are asking, how do I capitalise on this boom? 

FundForum brings world’s leading European ETF experts to the stage to examine what’s driving the growth and how entering firms can profit. In the session we can cover the experience of players who recently entered the market. A panel made up of industry specialists including lawyers new issuers, service providers and distributors.


14:30 - 15:15 45 mins
FutureFinance 2.0
Responding to Open Banking and PSD2 part 1: Learning from new business models that deliver value to the customer from retail and insurance
  • Speaker Mr Paolo Sironi - FinTech Thought Leader, IBM Watson Financial Services
more

Lessons from innovations from retail banking and insurance about delivering value to the customer

What are the opportunities and threats for your asset & wealth management business for leveraging technology, data and collaboration to benefit the end-investor

14:30 - 15:15 45 mins
FundForum Global ESG
Gems of Impact: Surfacing some of the most innovative funds in impact investing in the public and private equity space.
  • Speaker Lee Qian - Investment Manager for the Positive Change strategy, Baillie Gifford
  • Speaker Hans Van Houwelingen - CEO, Actiam
more



15:15 - 16:00 45 mins
Business Leaders Forum
Rising Stars 365: What are the five things that the investment management industry must do to survive?
more

five members of the 30 under 30 advisory board talk about the future of the industry 

15:15 - 16:00 45 mins
Business Leaders Forum - Investor Insight
Private banking special focus: the centralisation of selection and role of FSUs
  • Moderator Agnès Lossi - Partner, Asset Management Practice, Indefi
  • Speaker Guillaume Poli - CEO, Edmond de Rothschild Asset Management (Suisse)
  • Speaker Olivier Paccalin - MD - Wealth Management Solutions, SG Private Banking, France
  • Speaker Vincent Manuel - Chief Executive Officer and Chief Investment Officer, CA Indosuez Gestion
more

What are the changing expectations towards Asset Managers in  France, Monaco, Switzerland?

15:15 - 16:00 45 mins
Fund Buyer Solutions
New Global Equity Solutions: A leading buyers’ and providers discussion on finding growth and value in equity markets
  • Speaker Neil Clare - Senior Analyst, FundQuest Advisor
  • Speaker Andy Brown - Investment Director, PRUDENTIAL PORTFOLIO MANAGEMENT GROUP
more

A Buyers and solution providers discussion

  • The return of active investing in US equity market
  • Japan active or passive?

•           Rising demand for more concentrated and higher active share strategies

•           Growth vs Value investing which is better going forward

•           New emerging strategies in equity markets (eg FinTech, Robotics, Equity Income etc)

 

15:15 - 16:00 45 mins
FundForum Ops
Best practice AML/ KYC and cybersecurity
more

Thought-leadership and COO strategic view 

Case studies

15:15 - 16:00 45 mins
FutureFinance 2.0
Regulation 2030: As new regulation is driving distribution & digital transformation from banking and insurance, how should investment management respon
  • Speaker Frank Dornseifer - Managing Director, Bundesverband Alternative Investments e.V. (BAI)
more
15:15 - 16:00 45 mins
FundForum Global ESG
How are top thematic funds capitalising on the newest ideas in energy, sustainability and clean technologies?
  • Moderator Sophier Grenier, MyAttika
  • Speaker Hugh Brown Jnr - Senior Manager, Investor Engagement on Water, Ceres
more

five thematic funds in sustainability 

16:00 - 16:45 45 mins
Afternoon Networking Break
more

Exhibition area: An Audience with a Keynote

Marlene Bar: High Table Conversations

16:45 - 18:00 75 mins
Business Leaders Forum
x
more




16:45 - 17:20 35 mins
Business Leaders Forum - Investor Insight
Italian wholesale investors
  • Moderator Agnès Lossi - Partner, Asset Management Practice, Indefi
  • Speaker Paolo Biamino - Director, Head of Fund Selection, Euromobiliare A.M.
  • Speaker Furio Pietribiasi - MD, MEDIOLANUM ASSET MANAGENMENT
more
16:45 - 17:15 30 mins
Fund Buyer Solutions
Emerging Market & Frontier Solutions: Investor perspectives
  • Moderator Mr JB Beckett - Director, Association of Professional Fund Investors 
  • Speaker Omar Gadsby - Director, Head FI & Multi Asset Fund Selection, Credit Suisse Investlab AG
  • Speaker Mr Allan Lorentzen - Partner, Jensen Capital Consulting
  • Speaker Mr Adam Choppin - Analyst, Manager Research & Investment Strategy, FIS Group
  • Speaker Manuela Cedermas - Head of Emerging and Frontier Strategies; CIO, Frontier Market Fund of Funds, Tages Capital
more

Fund buyers, asset owners, CIOs and PMs discuss market prospects for developed emerging and frontier equities across active and passive

16.45 Investor Perspectives  4

Allan Lorentzen, JENSEN CAPITAL

Omar Gadsby, CREDIT SUISSE

 Adam Choppin, FIS 

 Manuela Cedarmas, CIO, Frontier Fund of Funds TAGES CAPITAL 

 17.10

Hidden Gems Showcase: Emerging and Frontier Markets 

1 James Bannon, COELI ASSET MANAGEMENT

2 Dominic Bokor-Ingram, Portfolio Manager, FIERA CAPITAL ( formerly called CHARLEMAGNE)


16:45 - 18:00 75 mins
FundForum Ops
How to partner new technologies?
  • Richard Maton - Partner, Aperio Strategy and Executive Board Member at International RegTech Association
more
16:45 - 18:00 75 mins
FutureFinance 2.0
“RIP Facebook, Hello WeChat” -Who’s disrupting your disruptors - a 10 year survival plan
  • Presenter Brian Byrne - CEO , Aviador Group
more

Scenario planning the strategic implications for your customers, asset allocation and business models.

17:15 - 18:00 45 mins
Fund Buyer Solutions
Hidden Gems Showcase 2- Emerging & Frontier Markets
  • Speaker James Bannan - Portfolio Manager, Frontier Markets, Coeli Asset Management
  • Speaker Dominic Bokor-Ingram - Portfolio Manager , Frontier Markets, Fiera Capital
more

5 emerging and frontier markets funds

17:20 - 18:00 40 mins
Business Leaders Forum - Investor Insight
Spanish wholesale investors
  • Moderator Daniel Pierce - Co Managing Partner,, Accelerando
  • Speaker Gustavo Montoya - Head, Funds Platform Distribution, Banco Inversis
  • Speaker Juan Manuel Vicente Casadevall - CEO, Fondos Directos
  • Speaker Joaquin Casasús - Managing Partner, Abante Aseores
more
Showing of Streams
Showing of Streams
10:30 - 11:20

Networking Morning Coffee

Showing of Streams
13:00 - 14:30

Networking Lunch

Exhibition  Area: Audience with a keynote

Community: Rising stars networking lunch

Marlene Bar: High-table conversations

more
Showing of Streams
16:00 - 16:45

Afternoon Networking Break

Exhibition area: An Audience with a Keynote

Marlene Bar: High Table Conversations

more
Showing of Streams