IIR & IBC Finance is part of the Knowledge and Networking Division of Informa PLC

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

Informa

08:00 09:00 (60 mins)

Networking breaks

Morning networking

08:00 08:40 (40 mins)

Asset manager CEO only

An exclusive private breakfast with today's keynote: The future of populism in Europe - Economic challenges and opportunities and Europe

  • Speaker Mr Anthony Gardner, Former US Ambassador to the European Union 2014-17 (retired)

08:00 08:40 (40 mins)

Fund buyer only

The FundBuyers Academy Diversification Toolkit 2.0: Buyers and Boutiques Breakfast: How to build a fund buyer syndicate for compliant investing in boutiques and other strategies for mutual advantage

How can boutiques and buyers work together for mutual benefit. How to overcome the constraints that fund buyers have and how those constraints differ between buyer types (pension fund vs family office; retail bank vs private banking). How can boutiques overcome buyers self-imposed constraints disguised as policies (minimum size fund; minimum length track record, etc) and with what they look for in exchange (significant discounts in the management fee; taking stake in AM; influence on investment process etc). Join in a live debate between boutiques and fund buyers.


  • Moderator Mr JB Beckett - Director, Association of Professional Fund Investors 
  • Moderator Mr Georg Redlbacher - Founding Partner , MBMS
  • Panellist Manuel López - Director, Selinca AV
  • Panellist Dr Andreas Bischof - Founding Partner, nova funds GmbH
  • Panellist Frans Harts - Partner, Americas Sales, KeyQuant

08:00 08:30 (30 mins)

Investor Insight Hub

Meet the Author and Booksigning: "FinTech Innovation: from Robo-Advisors to Goal Based Investing and Gamification"

  • Mr Paolo Sironi - FinTech Thought Leader, IBM Watson Financial Services

08:45 08:50 (5 mins)

Geopolitics and investment - Europe

Editorial welcome day 2

Welcome from Jenny Adams, FundForum International's Editor in Chief

08:50 08:55 (5 mins)

Geopolitics and investment - Europe

Chairman day 2 welcome to FundForum International 2017

  • Chair Daron Pearce - CEO of EMEA Asset Servicing, BNY Mellon

08:55 09:15 (20 mins)

Geopolitics and investment - Europe

State of Europe, Brexit and the Euro

Without doubt one of the most controversial and recognisable politicians today on Europe, EU and Euro. Known for his uncompromising stance, this fiercely intellectual thought leader is not afraid to shy away from the most difficult questions facing Europe. Luckily we have found an equally engaging and rigorous thinker in the brilliant economist Megan Greene to make sure he answers the toughest questions. One to watch!

  • Speaker Dr Yanis Varoufakis - Co-founder; Former Minister of Finance, Greece, Professor of Economics at University of Athens, DiEM25

09:15 09:30 (15 mins)

Geopolitics and investment - Europe

Q&A with guest commentator: State of Europe, Brexit & the Euro

  • Speaker Dr Yanis Varoufakis - Co-founder; Former Minister of Finance, Greece, Professor of Economics at University of Athens, DiEM25
  • Interviewer Ms Megan Greene - Managing Director and Chief Economist, Manulife Asset Management

09:30 10:00 (30 mins)

Geopolitics and investment - Europe

Policy maker interview on US prospects for security In Europe: Russia, NATO, Turkey & the refugees of the failing states of the Middle East

For 70 years Europe and US have had been bound together with common strategy for peace, security and prosperity. The dynamics are now shifting as the new administration in Washington has showed its willingness to challenge the status quo. In this time of profound change who best to shed light on how the new policy changes are likely to pan out – than the candid thought leadership of the outgoing US Ambassador to the EU.  In addition hear Q&A led by one of the industry’s most influential TOP 10 CEOs.



  • Speaker Mr Anthony Gardner, Former US Ambassador to the European Union 2014-17 (retired)
  • Interviewer Samir Pandiri - CEO, Global Asset Servicing and Executive Vice President, BNY Mellon
  • Speaker John Emerson - Former US Ambassador to Germany (ret.), Global Relationship Manager & Vice Chairman, Capital Group International, Inc

10:00 10:30 (30 mins)

Geopolitics and investment - Europe

Investment leaders on the implications for Europe of unprecedented geopolitical uncertainity

What now for European investment in the light of such political change and volatility, Hear from some of the most respected names from investment, asset allocation, geopolitics to understand where the opportunities lie. Can the EU and Euro whether the storm and what the implications are for short and long term investment.

  • Moderator Andrea Cicione - Head of Strategy, Lombard Street Research
  • Panellist Mr Mike O'Brien - CEO, EMEA, J.P. Morgan Asset Management
  • Panellist Dr Martin Lück - Chief Investment Strategist for Germany, Austria & Eastern Europe, BlackRock
  • Panellist Joseph Little - Chief Global Strategist, HSBC Global Asset Management

10:30 11:30 (60 mins)

Networking breaks

Morning networking break

10:45 11:05 (20 mins)

Future finance forum - new business models

Fintech & new alpha innovation: a showcase of transformative thinking

  • Moderator Lawrence Wintermeyer - CEO , Innovate Finance
  • Panellist Mr Michael Chojnacki - CEO, Closir
  • Panellist Ms Clare Flynn Levy - CEO and Founder, Essentia Analytics
  • Panellist Mr Adrian Gostick - Managing Director, BondIT
  • Panellist Mr Massimiliano Saccone - Founder and CEO, XTAL Strategies

11:30 11:50 (20 mins)

Investment strategy forum - new asset classes

Green finance and infrastructure workshop part 1: the Paris climate agreement and the challenge ahead, policy, implementation and measurement of global standards

How long term capital can be channeled to invest into sustainable long term finance projects and asset classes in the developing world. Ensuring providers meet global standards.

Covering projects focused in water, energy, agriculture, this workshop brings together the leading market participants. From NGOs to public and private providers to the financial intermediaries this is a one stop shop for those requiring green finance in their allocation.

  • Moderator Sean Kidney - CEO, Climate Bonds Initiative
  • Panellist John McKinley - Impact Investing, BlackRock
  • Panellist Rob Ward - Deputy Director, Global Financial Markets, HMT
  • Panellist Meryam Omi - Head of Sustainability & Responsibility Investment Strategy, Legal & General Investment Management
  • Panellist Bruce Jenkyn-Jones - Executive Director and Co-Head of Listed Equities, Impax Asset Management

11:30 11:50 (20 mins)

Business leaders forum - distribution

The revolution in global investment management regulation that changes everything: insights and perspectives from around the world on ETFs and active management

Regulation changes around the world are making sure that the end investor comes first. Learn from this exclusive piece of research the latest insights into how this is going to affect your business strategically.

  • Interviewer Ms Julie Patterson - Head of Asset Management, Regulatory Change, KPMG UK
  • Interviewee Robert Taylor - Head of Asset Management Global Strategy (FCA) and Chair- Asset management committee at IOSCO, Financial Conduct Authority

11:30 12:15 (45 mins)

Fund buyer solutions

Fund Buyer Solutions Workshop 1: Adding value in uncertain times. A closed-door opportunity for fund buyers to hear the latest findings from John Hancock Investments’ Market Intelligence report and the value-add from two investment solutions for high net worth investors in short duration credit and global markets

Part 1: A closed-door opportunity for fund buyers to hear the latest findings from John Hancock Investments’ robust multimanager platform and key themes from the new Market Intelligence report 

Part 2: A closed-door opportunity for fund buyers to hear how Stone Harbor Investment Partner’s short duration credit opportunities  is positioned for the opportunities and risks in an environment of rising interest rates and potential inflation

Part 3: A closed-door opportunity for fund buyers to hear Wellington Management’s views on global markets and how the Global Quality Growth Ex-U.S. strategy is positioned for the current environment

Part 4: Open discussion between buyers and the panel

  • Speaker Leo Zerilli - Chief Investment Officer, John Hancock Investments
  • Speaker Roger Lavan, CFA - Portfolio Manager, Stone Harbor Investment Partners
  • Speaker Oliver Schneider - Investment Strategist, Wellington Management

11:30 11:50 (20 mins)

Future finance forum - new business models

Thought-Leadership: enhancing customer experience

  • Speaker Dan Hall - Partner, EY

11:50 12:20 (30 mins)

Business leaders forum - distribution

Resetting Europe's business model around the end customer's investment outcome: challenges and solutions in the light of Mifid II

Fresh from the conclusions of the keynote research, take good note of how five top asset management CEOs from the US to UK, Switzerland and Germany are going to respond to the key strategic, operational, organisational challenges facing European cross-border business.

  • Moderator Ms Julie Patterson - Head of Asset Management, Regulatory Change, KPMG UK
  • Panellist Mr Euan Munro - CEO , Aviva Investors
  • Panellist Mr Jamie Hammond - Head—EMEA Client Group; CEO, AllianceBernstein Limited
  • Panellist Mr Peter Preisler - Head of Global Investment Services, EMEA, T. Rowe Price
  • Panellist Mr Neil Carnegie - CEO, Carnegie Fund Services
  • Panellist Mr Alexander Schindler - Member of the Executive Board, Union Asset Management Holding AG

11:50 12:30 (40 mins)

Future finance forum - new business models

Asset managers and the digitalisation of fund selection: how to respond to the challenges and opportunities brought about by the changes in information flows and due-diligence

  • Moderator Mr Daniel Pierce - Senior Partner, accelerando associates
  • Panellist William Deer - Head of Institutional, Woodford
  • Panellist Petter von Bonsdorff - Director of Cross Border Funds, Partner, Evli Fund Management Company Ltd
  • Panellist Mr Matthias Weber - Partner & Head of Research, fundinfo
  • Panellist Benoit Donnen - Director of Investment Research, NewAlpha Asset Management

11:50 12:20 (30 mins)

Investment strategy forum - new asset classes

Green Finance & Infrastructure Part 2: Public Sector momentum and involvement, How can Private & Public come together to achieve the goals? Case studies from the front line

How long term capital can be channeled to invest into sustainable long term finance projects and asset classes in the developing world. Ensuring providers meet global standards.

Covering projects focused in water, energy, agriculture, this workshop brings together the leading market participants. From NGOs to public and private providers to the financial intermediaries this is a one stop shop for those requiring green finance in their allocation.

  • Moderator Karthik Iyer - Head of Asset Management, Capital Markets & Green Finance, UK Department for International Trade (DIT)
  • Panellist Krishnamurthy Vijayan - CEO, Tamil Nadu Infrastructure Fund Management Corp
  • Panellist Sean Kidney - CEO, Climate Bonds Initiative
  • Panellist Rob Ward - Deputy Director, Global Financial Markets, HMT
  • Panellist James Samworth - Partner, Foresight Group
  • Panellist Yan Wang - Deputy General Manager, Bank of China Ltd

12:20 13:00 (40 mins)

Fund buyer solutions

Fund Buyer Solutions Workshop 2: Where to find yield. A closed door opportunity for fund buyers to compare three different solutions to finding returns

12.20 Part 1: Hear Aviva’s leading expert on target income discuss developments in this market and how they are finding returns

Nick Samouilhan, co-manager of AIMS Target Income,  AVIVA INVESTORS


12.30 Part 2: Portfolio Manager Cole Smead will provide attendees a view of US equities showing the real problems for investors. He’ll also provide a hint of where there are more unique opportunities

Cole Smead, CFA, Managing Director & Portfolio Manager US Equities, CEO/CIO, SMEAD CAPITAL MANAGEMENT


12.40 Part 3: Explore income investing in North American Energy Infrastructure and the unique opportunities to find yield and growth in natural monopolies

Derek Fulton, Director & CEO, FTGP


12.50 Open discussion between buyers and the three fund managers

  • Speaker Mr Nick Samouilhan - Co-Fund Manager, AIMS Target Income Fund and Senior Multi-asset Fund Manager, Aviva Investors
  • Speaker Mr Cole Smead - Managing Director & Portfolio Manager, Smead Capital
  • Speaker Derek Fulton - Director & CEO, FTGP

12:20 13:00 (40 mins)

Business leaders forum - distribution

What does the product or solution look like that justifies a fee? How do clients, distributors and analysts perceive the value of active and passive solutions and what can external managers do to help them construct portfolios?

This is probably the Holy Grail of the entire event. When funds can cost zero, price competition is not an option.  All the regulation, all the distribution strategy comes down to this – what will the customer or intermediary pay for what you deliver? From active management to smart beta solutions we explore the detail with panoply of renowned portfolio and business experts. Your business model depends on it.

  • Moderator Mr Paolo Sironi - FinTech Thought Leader, IBM Watson Financial Services
  • Panellist Stuart Parker - President & CEO, PGIM Investments
  • Panellist Justin Onuekwusi - Fund Manager, Legal & General Investment Management
  • Panellist Mr Matt Hougan - CEO, Inside ETFs

12:20 12:50 (30 mins)

Investment strategy forum - new asset classes

Green finance and infrastructure part 3: Dynamics of the deal - what's working, what's not?

How long term capital can be channeled to invest into sustainable long term finance projects and asset classes in the developing world. Ensuring providers meet global standards.

Covering projects focused in water, energy, agriculture, this workshop brings together the leading market participants. From NGOs to public and private providers to the financial intermediaries this is a one stop shop for those requiring green finance in their allocation.

  • Moderator Meryam Omi - Head of Sustainability & Responsibility Investment Strategy, Legal & General Investment Management
  • Panellist John McKinley - Impact Investing, BlackRock
  • Panellist Bruce Jenkyn-Jones - Executive Director and Co-Head of Listed Equities, Impax Asset Management
  • Panellist James Samworth - Partner, Foresight Group
  • Panellist Yan Wang - Deputy General Manager, Bank of China Ltd
  • Panellist Krishnamurthy Vijayan - CEO, Tamil Nadu Infrastructure Fund Management Corp

12:30 13:00 (30 mins)

Future finance forum - new business models

What can asset management learn from Skype's approach to digital disruption pricing and winning customer engagement

  • Neil Ward - Former General Manager, Global Business Operations, Skype

12:50 13:00 (10 mins)

Investment strategy forum - new asset classes

Green finance and infrastructure part 4: open discussion

How long term capital can be channeled to invest into sustainable long term finance projects and asset classes in the developing world. Ensuring providers meet global standards.

Covering projects focused in water, energy, agriculture, this workshop brings together the leading market participants. From NGOs to public and private providers to the financial intermediaries this is a one stop shop for those requiring green finance in their allocation.

13:00 14:30 (90 mins)

Networking breaks

Lunch & networking

13:10 14:25 (75 mins)

Business leaders forum - distribution

Invitation-only lunch: impact of Brexit on asset management

Brexit is clearly going to be a complex journey for all types of business, but especially for Asset Management. In this invitation-only lunch, we will discuss the key issues firms in Europe and around the globe are facing regarding Brexit and will provide some prospective on the different options for firms going forward. We will do this in an intimate and interactive setting where senior executives across the industry can discuss Brexit, and the challenges and opportunities it presents.

  • Speaker Mr Tom Brown - Global Head of Asset Management, KPMG
  • Speaker Ms Julie Patterson - Head of Asset Management, Regulatory Change, KPMG UK

13:20 13:45 (25 mins)

Business leaders forum – fund buyer insight

Too hot to handle: Can we really select managers that add value? How to beat the behavioural bias

  • Moderator Mr Dan Kemp - Chief Investment Officer, Morningstar Investment Management Europe Ltd
  • Panellist Neil Clare - Senior Analyst, FundQuest Advisor
  • Panellist Anna Snider - Managing Director, Head of Due Diligence for the Chief Investment Office, Global Wealth & Investment Management, Merrill Lynch Pierce Fenner & Smith Inc.
  • Panellist Paul Weber, Pioneer Investments
  • Panellist Michelle McGrade - Vice President & CIO, TD Wealth International
  • Panellist Charlie Morris - Chief Investment Officer, Newscape Group

13:50 14:20 (30 mins)

Geopolitics and investment - Europe

An audience with keynote: Dr. Varoufakis, Former Minister of Finance, Greece, Professor of Economics, Co-founder, DiEM25

  • Speaker Dr Yanis Varoufakis - Co-founder; Former Minister of Finance, Greece, Professor of Economics at University of Athens, DiEM25

14:30 15:10 (40 mins)

Business leaders forum - distribution

Responding to the emergence of new business models in platforms and distribution networks: how to gain or retain distributors shelf space in UCITS and AIFMD products

What are the implications for asset managers in terms of reporting requirements, costs and fee-sharing in a world of retrocessions in decline or removed entirely – and how do they respond to ensure their products gain or retain distributor shelf space at a national and cross-border level?  From RDR type - share classes beyond the UK and Netherlands to fee-based advice vs commission-based advice co-existing on platforms; to execution-only models,  which will become dominant?

 

14.30 New platform and distributor business models Part 1: thoughtleadership 

 

14.40 New platform and distributor business models Part 2: New ideas in action


15.05 New platform and distributor business models Part 3: how to gain or retain UCITS & AIFMD funds on distributors shelves Moderator: 

 

 

  • Moderator Mr Georg Redlbacher - Founding Partner , MBMS
  • Panellist Edgar Wallach - Partner, Hengeler Mueller
  • Panellist Peter Nonner - Managing Director, FIL Fondsbank GmbH
  • Panellist Dr Christian Dicke - CEO, Fondsdepotbank

14:30 15:10 (40 mins)

Business leaders forum – fund buyer insight

German-speaking wholesale buyers

Hear some of the biggest intermediary investors in Germany and Austria. Controlling extensive AUM this is the cutting edge of understanding their future investment requirements. What do you need to do to get selected?

  • Moderator Mr Simon Weiler - Head of Research & Editor, e-fundresearch.com Data GmbH & investRFP.com
  • Panellist Ms Eva Polly - Head of Manager Selection, Raiffeisen Capital Management
  • Panellist Mr Joerg Schmidt - Head of Manager Selection, Union Investment
  • Panellist Mr Philip Schifferegger - Head of Institutional Multi Asset Management, Erste Asset Management
  • Panellist Guido Lombardi - VP Fund Research, Deutsche Asset Management
  • Panellist Thomas Romig - Managing Director Multi-Asset Portfolio Management , Assenagon Asset Management
  • Panellist Thorsten Querg - Senior Partner, FOCAM

14:30 15:00 (30 mins)

Investment strategy forum - new products

Finding Yield from Multi-asset Growth & Absolute Return Workshop Part 1: Three major buyers discuss multi-asset issues

Multi-asset solutions continue to be one of the most successful vehicles in the market today. With so many options in the market find out what it takes to be in the top tier and what makes these portfolios so successful.

What do the the next multi-asset strategies targeting growth within a risk management framework look like?

  • Moderator Mr Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment
  • Panellist Mr Björn Siegismund - Managing Director and Chief Investment Officer, LARANSA Private Wealth Management AG
  • Panellist Jean-Marie Mercadal - CIO, Ofi Asset Management

14:30 15:00 (30 mins)

Future finance forum - new business models

Who is the customer? Realigning the industry towards the ordinary saver

Keynote interview with Europe's most passionate customer advocate

  • Interviewer Chris Newlands - Editor, Financial News
  • Interviewee Helena Morrissey - Head of Personal Investing, LGIM

14:30 14:50 (20 mins)

Investment strategy forum - new asset classes

Quant and smart beta workshop part 1: Everything You Need To Know About Evaluating Smart Beta Strategies - A Guide For Separating Marketing Hype from Economic Reality In Smart Beta

Probably the hottest topic for 2017 from both the investment and the business angle. Delve into a discussion on what makes a super successful smart beta product with some of the most interesting big brand and specialist players around.

  • Moderator Paul Heffernan - Head of Cross Border Sales, Europe, HSBC Securities Services
  • Speaker Mr Matt Hougan - CEO, Inside ETFs

14:45 15:15 (30 mins)

Investment strategy forum - new asset classes

Quant and smart beta workshop part 2: comparing different approaches to factor investing

  • Moderator Paul Heffernan - Head of Cross Border Sales, Europe, HSBC Securities Services
  • Panellist Manuela Sperandeo - Head of Specialist Sales for iShares and Index Investments EMEA, BlackRock
  • Panellist Mr Mirko Jungmann CFA - Product Specialist, Ossiam
  • Panellist Mr Lewis Meredith Smith, CFA - Senior Portfolio Manager, Finaltis SAS
  • Panellist Isabelle Bourcier - Head of ETFs and Index Solutions, THEAM - BNP PARIBAS Investment Partners
  • Panellist Vincent Denoiseux - Head of Quantitive Strategy, Deutsche Asset Management

15:00 15:30 (30 mins)

Investment strategy forum - new products

Finding Yield from Multi-asset Growth & Absolute Return Workshop Part 2: Asset manager solutions

  • Moderator Professor Amin Rajan - Founder, Create Research
  • Panellist Andrea Wehner - Senior Investment Specialist Multi-asset, Standard Life Investments
  • Panellist Mr Morgan Harting - Portfolio Manager—Multi-Asset Solutions, AllianceBernstein Limited
  • Panellist Stephen Crocombe - Head of Multi Asset Strategies in EMEA, BlackRock

15:00 15:15 (15 mins)

Future finance forum - new business models

Moments that Matter: The changing nature of Customer Experience in the Investment Management industry

Brand new cross-industry research

  • Mr David Conway - Director, KPMG LLP

15:10 16:00 (50 mins)

Business leaders forum – fund buyer insight

Spotlight on Dutch and German institutional investors

As the whole industry becomes more institutional in its outlook and processes, there has never been a more important time to hear from what the leading institutional buyers think and do. Pre-empt how you intermediary investors will change and plan your response.

  • Moderator Dr Oliver Roll - Founding Partner, 4AlphaDrivers
  • Panellist Mr Jacco Heemskerk - Member of the Executive Board, RBS NL Pension Fund
  • Panellist Dr Patrick Justen - Head of Equities and Asset Allocation, Alte Leipziger Versicherung
  • Panellist Eberhard Vetter - Managing Director, RAG Stiftung
  • Panellist Dr Nicolas Vogelpoth - Fixed Income Portfolio Manager, Uniper SE

15:10 16:00 (50 mins)

Business leaders forum - distribution

Asian Perspectives on the Future of UCITS

  • Moderator Mr Dan Waters - Managing Director, ICI Global
  • Panellist Peng-Wah Choy - Managing Director Asia Markets, FundRock Management Company S.A.
  • Panellist Hendrik von Ripperda-Cosyn - Head of European Business, Value Partners
  • Panellist Ashley Dale - CMO, Harvest Global Investments Limited

15:15 15:50 (35 mins)

Future finance forum - new business models

Changing the narrative: new models for financial advice

In a world where transparency is king how can digital help shift the message away from product performance towards customer goals.

  • Moderator Mr Craig Phillips - Principal, Research , CoreData Research
  • Panellist Baki Irmak - Head of Digital Solutions Private Clients, Deutsche Bank
  • Panellist Robert van Beek - Founder and Director, About Life & Finance
  • Panellist Pritam Basu - Founder, Boseman Group

15:20 15:50 (30 mins)

Investment strategy forum - new asset classes

Quant and smart beta workshop part 3: open discussion

15:30 16:00 (30 mins)

Investment strategy forum - new products

Finding Yield from Multi-asset Growth & Absolute Return Workshop Part 3: Open discussion between buyers and asset managers

  • Moderator Professor Amin Rajan - Founder, Create Research
  • Moderator Mr Andrew Summers - Head of Collectives & Fund Research , Investec Wealth & Investment

15:50 16:40 (50 mins)

Networking breaks

Afternoon networking break

16:05 16:30 (25 mins)

Main agenda

Quickfire fund showcase: My strategy, your portfolio! Part 1: Today's line up - 1. Cassie Sereda, Stryx America, Seilern; 2. Stephanie Nolan, Life Settlements Fund, GI Asset Management; 3. James Koutoulas, Vulcan Metals, Typhon Capital Management; 4. George Latham, FP WHEB Sustainability Fund, WHEB; 5. Brett Mallen, Sanlam Africa Investments, Sanlam; 6. David Ennett, High Yield, Kames Capital; 7. Marie-Christine Lambin, MC Bolero Global Allocation Fund, MC Square. Come and cheer these fantastic portfolio managers as they tell us in 2minutes flat what gives their fund its edge. Who will the judges decide has communicated their ideas with the greatest clarity and charisma and who will walk away with the glory and Champagne?

  • Fund Buyer Moderator Antony John - Principal, Ilex Associates
  • Fund Buyer Judge Mr Adam Choppin - Analyst, Manager Research & Investment Strategy, FIS Group
  • Fund Buyer Judge Harinder Hundle - Partner, Markerstudy Group

16:05 16:30 (25 mins)

Future finance forum - new business models

Fintech innovators in AI and investment

  • Moderator Richard Maton - Chief Marketing and Strategy Officer, Sybenetix
  • Panellist Tom Beevers - CEO and Co-Founder, StockViews
  • Panellist Guillaume Vidal - CEO & Co-Founder, Walnut Algorithms

16:40 17:20 (40 mins)

Business leaders forum – fund buyer insight

Italian fund buyers: Towards breaking into Italy, one of Europe’s largest mutual fund markets

A deep-dive into what strategies and vehicles Italian professional fund buyers are looking for. Where do the opportunities lie to break into this market?

  • Moderator Mr Ric van Weelden - Senior Partner, INDEFI
  • Panellist Luca Anzola - Head of Fund Research and Due Diligence, Fideuram Investimenti
  • Panellist Mr Paolo Biamino - Director, Head of Fund Selection, Euromobiliare A.M.
  • Panellist Paolo Beltrami - Portfolio Manager, Azimut
  • Panellist Matthieu David - Head of Italian Branch, Candriam Investors Group

16:40 17:20 (40 mins)

Investment strategy forum - new products

Global equities & emerging markets: Buyers and asset managers on what strategies can beat the benchmark?

In this session we explore the countries, regions and themes where equities are adding most value to the portfolio. Hear from three top buyer and three top performers today bucking the trend and delivering alpha.

  • Moderator Justin Onuekwusi - Fund Manager, Legal & General Investment Management
  • Panellist Neil Clare - Senior Analyst, FundQuest Advisor
  • Panellist Mr Ewan Markson-Brown - Investment Manager, Baillie Gifford & Co.
  • Panellist Mr David Hutchins - Portfolio Manager – Multi-Asset Solutions, AllianceBernstein Limited
  • Panellist Richard Carlyle - Investment Director, Capital Group

16:40 17:20 (40 mins)

Future finance forum - new business models

The power of digital disruption: Digital is not about the technology. It's a winning state of mind

How is digital culture changing the way we consume products? How is the way we consume products changing the way we work?And how will digital solutions play a part in fund management in the future to give investors what they need?This session explores the key things disruptive businesses do to change behaviours, transform the “traditional” and predict cultural change to be ahead of the market. Digital is an opportunity to think differently about business models, customer journeys, and firm's agility. Are there lessons from the past which should guide us in the industry's development? The question is not anymore Can you improve but How will you improve? 

  • Moderator Jervis Smith - Head of Investor Services, Luxembourg, Citigroup
  • Panellist Bob Kneip - Chairman, KNEIP
  • Panellist Neil Ward - Former General Manager, Global Business Operations, Skype
  • Panellist Peter Branner - Global Head of Investment Management, SEB Investment Management AB

16:40 17:20 (40 mins)

Investment strategy forum - new asset classes

Illiquid Investments: Reducing volatility and providing yield with high yield debt, infrastructure, real estate, credit

As yield becomes hard and harder to find, investors must move up the time and liquidity horizon. Following on the back of the Fund Buyers Academy special workshop, fund buyers explain what they need. How will they be incorporating this into the portfolio? For asset managers this presents an unusual opportunity to explore the potential for expanding into this area and hear from some of the most successful protagonists.

  • Moderator Mr Magnus Spence - Managing Director, Spence Johnson
  • Panellist Ms Antje Biber - Managing Partner , FERI Trust
  • Panellist Mr David Ennett - Head of High Yield, Kames Capital
  • Panellist Mr John Holloway - Director, Equity Investments, European Investment Fund
  • Panellist Gen Oba - Head of Marketing & International Development, Tikehau Capital
  • Panellist Stephen Prince - Principal, Tetragon

16:40 17:20 (40 mins)

Business Leaders Forum

Striving for efficiency in European cross-border distribution: Planning for navigating the new opportunities and challenges of cross-border UCITS and Brexit in the most cost-effective way possible

  • Moderator Claude Niedner - Founding Partner, Arendt & Medernach
  • Panellist Mr Thomas Richter - CEO, BVI
  • Panellist Pierre Bollon - Chief Executive, AFG (Association Française de la Gestion Financière)
  • Panellist Mr Markus Fuchs - Managing Director, Swiss Funds & Asset Management Association SFAMA
  • Panellist Lasse Ruud - CEO, Pareto Asset Management

17:20 18:00 (40 mins)

Future finance forum - new business models

Next generation distribution: the future is robo: how to engage with new channels as an active manager

The development of Robo: entrepreneurial to enterprise.

Business model shift for asset managers: B2B to B2C to enhanced B2B.

Achieving more sophistication and personalisation for your intermediary and end client.

  • Moderator Angelos Gousios - Associate Director, Cerulli Associates Europe Ltd.
  • Panellist Paul Resnik - Co-Founder, FinaMetrica
  • Panellist Steffen Binder - Managing Director and Co-Founder, MyPrivateBanking Research
  • Panellist Dr Thomas Bloch - co-founder and co-CEO, vaamo
  • Panellist Lars Reiner - Founder & CEO, Ginmon

17:20 18:00 (40 mins)

Investment strategy forum - new products

New solutions to decumulation

Reliable income solutions that will help guarantee customer’s income in their retirement, is one of the great challenges of our time. In this leaders’ session hear from some of the foremost pioneers in the sector.

  • Moderator Professor Amin Rajan - Founder, Create Research
  • Panellist Mr Hans Stoter - Chief Investment Officer, NN Investment Partners
  • Panellist Mr Mike O'Brien - CEO, EMEA, J.P. Morgan Asset Management
  • Panellist Mr Adam Lessing - Head of Central & Eastern Europe, Fidelity International
  • Panellist Henry Cobbe - Head of Copia Capital Management, Copia Capital Management

17:20 18:00 (40 mins)

Business leaders forum – fund buyer insight

Opening up of French distribution to non-domestic asset managers

New research: France is opening up to non-domestic asset managers in a big way as the search for yield continues. Hear from some of the most influential buyers about their requirements and constraints.

  • Moderator Richard Bruyere - Managing Partner, INDEFI
  • Panellist Mr Bernard Aybran - CIO of Multi-Management, Invesco
  • Panellist Mr Nicolas Moussavi - Head of Mutual Fund Research, Lyxor Asset Management
  • Panellist Stéphane Corsaletti - CEO, ABN AMRO Investment Solutions
  • Panellist Mai Khanh Vo - Head of Multimanagement, Amundi Asset Management
  • Panellist Gregory Steiner, CFA - Senior Fund Analyst and Multi-Assets Portfolio Manager, CA Indosuez Gestion

17:20 18:00 (40 mins)

Business leaders forum - distribution

European cross-border distribution strategy: Striving for efficiency in European cross-border distribution: Planning for navigating the new opportunities and challenges of Brexit and cross-border UCITS in the most cost-effective way possible

Beyond Mifid ii, what are the key strategic, operational and cost concerns for European fund managers for the coming year as they faces the considerable challenges of Brexit and the future of UCITS.

  • Panellist Mr Thomas Richter - CEO, BVI
  • Panellist Pierre Bollon - Chief Executive, AFG (Association Française de la Gestion Financière)
  • Panellist Mr Markus Fuchs - Managing Director, Swiss Funds & Asset Management Association SFAMA
  • Panellist Lasse Ruud - CEO, Pareto Asset Management

17:20 18:00 (40 mins)

Investment strategy forum - new asset classes

Social Impact & ESG Investing – How are new tough regulations around corporate ESG impacting the big investors?

No longer just for HNW millennials this is the sector tipped for huge growth in the coming year across major channels. Hear latest research and insights from top buyers from France, Switzerland and the UK and how leading providers are responding to this rapidly changing class.

  • Moderator Ms Liesbet Peeters - Managing Partner , D. Capital Partners
  • Moderator Rohit Vaswani - Head of Insight, Expert Investor
  • Speaker Matias Papariello - Senior Researcher, Expert Investor
  • Panellist John McKinley - Impact Investing, BlackRock
  • Panellist Mr Giles Gunesekera - CEO, Global Impact Initiative
  • Panellist James Penny - Senior Investment Manager, TAM Asset Management
  • Panellist Edmond Schaff - Head of Fund Selection, Cedrus Asset Management
  • Panellist Alex Jaloux - Senior Fund Analyst & Specialist ESG/SRI, Credit Suisse

18:00 19:00 (60 mins)

Networking breaks

End of FundForum day 2

21:00 23:00 (120 mins)

Networking breaks

Day 2 Afterparty at the Haus der Kulteren der Welt sponsored by Caceis