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
Showing of Streams
Showing of Streams
10:45 - 11:30

Morning Coffee & Networking Break

More
Showing of Streams
13:00 - 14:15
Info

Lunch & Networking Break PLUS exclusive lunches & break time programming


  • 13.15 – 14.00 INVITATION ONLY CHINA - CHATHAM HOUSE 
  • China - Closed-Door special session – Chatham House Rules: Hear from three experts on China. From social credit to the decline of the rule of law, what is going on in China?

  • What are Chatham House Rules? The rule originated at Chatham House with the aim of encouraging openness of discussion and facilitating the sharing of information. It is now used throughout the world as an aid to free discussion of sensitive issues. It provides a way for speakers to openly discuss their views in private while allowing the topic and nature of the debate to be made public and contribute to a broader conversation. Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed


  • 13.30– 14.00 DATA AND  NEXT GEN LEADERSHIP STAGE
  • Danish Deep Tech Alliance – Innovation Showcase of some of the most interesting entrepreneurs and new tech start ups on the Danish scene 
  • Moderated by Steen Donner, Director, Science Park; The Technical University of Denmark and Project Manager, DEEP TECH ALLIANCE
  • The goal is to establish an International DeepTech Alliance to strengthen the Danish deep-tech start-ups and their collaboration with universities and tech companies.


  • 13.15 – 14.10 ENGAGED CONVERSATIONS – Small Group High-Table Discussions On The Today’s Biggest Themes
  • Presenter Steen Donner - Director, Science Park; The Technical University of Denmark and Project Manager, Deep Tech Alliance
More
Showing of Streams
17:15 - 17:45

Afternoon Coffee & Networking Break

More
Showing of Streams
19:00 - 21:30
Info

Evening Drinks Receptions including the FundForum Women In Funds Drinks Reception

18:00-20:00 - FundForum International Drinks Reception


More
21:30 - 22:45
Info

Lunch & Networking Break PLUS exclusive lunches & break time programming


  • 13.15 – 14.00 INVITATION ONLY CHINA - CHATHAM HOUSE 
  • China - Closed-Door special session – Chatham House Rules: Hear from three experts on China. From social credit to the decline of the rule of law, what is going on in China?

  • What are Chatham House Rules? The rule originated at Chatham House with the aim of encouraging openness of discussion and facilitating the sharing of information. It is now used throughout the world as an aid to free discussion of sensitive issues. It provides a way for speakers to openly discuss their views in private while allowing the topic and nature of the debate to be made public and contribute to a broader conversation. Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed


  • 13.30– 14.00 DATA AND  NEXT GEN LEADERSHIP STAGE
  • Danish Deep Tech Alliance – Innovation Showcase of some of the most interesting entrepreneurs and new tech start ups on the Danish scene 
  • Moderated by Steen Donner, Director, Science Park; The Technical University of Denmark and Project Manager, DEEP TECH ALLIANCE
  • The goal is to establish an International DeepTech Alliance to strengthen the Danish deep-tech start-ups and their collaboration with universities and tech companies.


  • 13.15 – 14.10 ENGAGED CONVERSATIONS – Small Group High-Table Discussions On The Today’s Biggest Themes
  • Presenter Steen Donner - Director, Science Park; The Technical University of Denmark and Project Manager, Deep Tech Alliance
More
07:45 - 08:20 35 mins
Distribution
Distribution Early Bird Breakfast 2: Asset Managers - How to position yourself to find and qualify the right prospects.
  • Baldwin Berges - Managing Director, Clarity
07:45 - 08:20 35 mins
Asset Allocator Only
APFI Breakfast - ETFs and Active ETFs in the Portfolio
  • Speaker Chetan Modi - co-founder and Managing Director, 360 Fund Insight
  • Speaker Adam Choppin - Manager Research – International Equities, FIS Group, Inc.
  • Speaker Jauri Häkkä - Managing Director, Widhaby Advisors
08:25 - 08:30 5 mins
Global Megatrends
Welcome Day 2 from FundForum International
08:30 - 08:35 5 mins
Global Megatrends
Chairman's Welcome
  • Chairman Daron Pearce - CEO, BNY Mellon EMEA Asset Servicing
08:35 - 09:15 40 mins
Info
Global Megatrends
What next for globalisation? How do we build resilience in managing volatility as global trade falters, world economic growth slows and geopolitical tensions and populism continue to rise
  • Moderator Rochelle Shelly Antoniewicz - Senior Director, Industry and Financial Analysis, ICI Global
  • Speaker Robert Horrocks, PhD - Chief Investment Officer, Portfolio Manager, Matthews Asia
  • Speaker Megan Greene - Managing Director and Chief Economist, Manulife Asset Management
  • Speaker Fiona Frick - Group CEO, Unigestion
  • Speaker John Emerson - Former US Ambassador to Germany (ret.), Global Relationship Manager & Vice Chairman, Capital Group International, Inc

Global macro risk management: Navigating performance & extreme political risk as globalisation spins in reverse and national forces come to the forefront

How deep and long is the downturn going to be? What’s coming next as globalisation spins in reverse and national forces come to the forefront. US, Italy, Brexit, Russia and France. How should asset managers insulate portfolios/performance from the vagaries of sovereign political and financial risk scenarios? Is there such as thing as a low risk portfolio? . 

According to the WEF we need to prepare for the next crisis. Many vulnerabilities still exist – the good times have not been used as productively as they might to address these issues, leaving the global economy exposed to the next cyclical downturn.  Regional challenges vary, but most intriguing is that unemployment was identified in the report as the single biggest risk on a global basis.  Clearly the combination of glacial wage growth, automation and outsourcing have eroded worker morale and helped fuel populism. Income inequality remains a key concern in most regions and needs to be addressed more comprehensively to help bolster economic and social resilience.

Fiscal crises' was also ranked among the top five risks of highest concern globally, with many regions highlighting it as a pertinent threat. This relates to the pressing issue of excessive debt. Global indebtedness at the household, corporate and government levels continue to rise, and dependencies within the financial system have not been addressed.

09:15 - 09:45 30 mins
Info
Global Megatrends
Asia insight 2020– Is growth really over? Where to invest for the future in private and public markets
  • Moderator Sherry Madera - Global Head Industry & Government Affairs, Refinitiv
  • Speaker Linda Li - Managing Director, Partner, Vickers Venture Partners
  • Speaker Simon Hopkins - CEO, MILLTRUST INTERNATIONAL GROUP & Director, One Belt One Road Fund (CSOBOR),, CITIC Securities

Surfacing prospects in the light of OBOR and the growth prospects in the world’s largest demographics for middle class GenZ and Millenials

09:45 - 10:15 30 mins
Info
Global Megatrends
How to find growth for today and build value for future? What do asset owners want from asset managers as we move towards a new framework for investing for both for financial return and non-financial values
  • Moderator Ileana Sodani - member of the BNY Mellon Senior Leadership Team, BNY Mellon
  • Speaker Torben Möger Pedersen - Investment Committee for Copenhagen Infrastructure I and II, PensionDanmark
  • Speaker Pete Drewienkiewicz - CIO, Global Assets, Redington

Insights from some of the world’s most influential asset owners and pension consultants on rethinking how can public trust, growth and sustainability be compatible

One of the major factors holding back action to address climate change in the financial industry is a recognition that there is a values-based element at play. The mathematical models that produce the optimal investment decisions that have limited the consideration of ethical values in finance also limit the potential for change until it can be empirically proven. Even where these data may exist to support values-based finance, they often struggle to capture the attention of the mainstream because there is an internal bias towards incrementalism within finance that constrains action.

The movement towards change has been systematized in the Sustainable Development Goals and the pace of change is only likely to hasten as businesses and governments buy in. They will also be reflected in finance, whether the bankers and asset managers wish them to be, and the advantage will go to those who anticipate rather than those who react.



10:15 - 10:45 30 mins
Global Megatrends
Why we need to lead the way in finding and managing sustainable growth? How leading asset managers are pivoting global products and portfolios with new approaches to stewardship and strategies for managing portfolio volatility vs value
  • Moderator Troy Mortimer - UK Head of Sustainability and Responsible Investment, KPMG
  • Speaker Nils Bolmstrand - CEO, Nordea Asset Management
  • Speaker Evy Hambro - Global Head of Thematic and Sector Investing, Blackrock
  • Speaker Scott Nisbet - Partner, Member Strategic Leadership Group,, Baillie Gifford
10:45 - 11:30 45 mins
Morning Coffee & Networking Break
11:30 - 12:00 30 mins
Info
Distribution
Culture and talent 2020: Why the next big challenge is not tech but people –the new rules of culture and talent will determine competitive advantage
  • Moderator Malik Sawar - President, K2 Leaders
  • Speaker Annie Coleman - Global Head of Culture and Client Marketing, UBS Investment Bank
  • Speaker Kathryn Koch - Global head of client portfolio management and business strategy, fundamental equity, Goldman Sachs Asset Management (GSAM)
  • Speaker Jan-Marc Fergg - Deputy Head Group Wealth Management & Global Head of Wealth Products, HSBC RBWM

How AI and the development of emerging talent will determine competitive advantage in the future as the value of brand declines

11:30 - 11:35 5 mins
Investment
introducing FundBuyer Solutions: - Formal fund showcases in-front of an exclusively fund-buyer and asset owner audience - with feedback from a panel of top buyers
11:30 - 12:10 40 mins
Markets
Smart Market Intelligence 4- Emerging & frontier markets- What’s not priced in the emerging and frontier equity markets and where are the top 10 frontier markets of tomorrow?
  • Presenter Gavin Serkin - Founder and Managing Editor of New Markets Media & Intelligence, and author of Frontier (Bloomberg) - FT “must read”, Frontier Funds Media & Intelligence
  • Speaker Manuela Cedarmas - Senior PM, Head of Emerging and Frontier Markets, Tages Capital
  • Speaker Ian Beattie - Co-Chief Investment Officer, Executive Director, NS Partners
11:30 - 12:00 30 mins
Info
Operations
Leaders Panel - The asset manager of tomorrow: View from the back office
  • Moderator Rachel Turner - Head of EMEA Investment Manager & Insurance, BNY Mellon
  • Marion Mulvey - Co-CAO and Head of Asset Management Operations, EMEA, JP Morgan Asset Management
  • Dirk Buggenhout - Head of Operations, NN Investment Partners

What are the pressures driving operating model transformation? What can we predict about how these will evolve? What impact will emerging asset classes have as they become more widespread? How can we develop infrastructure, IT platforms and delivery mechanisms to support future business needs?

11:30 - 12:30 60 mins
Info
Data and Building Next Gen Asset Management
Part 2 of the Geo-Economic Disrupters War-Game Trilogy - How to embrace managing and marketing in the digital era? AKA "When Jung Met Arnold”—How Neuro AI and Carbon Units (“Humans”) Will Terminate First Gen Robo-Advising?
  • Moderator Brian Byrne - CEO, Futurist, War-Gamer, Aviador Group
  • Presenter April Rudin - Founder and President, The Rudin Group

Part 2 of the Geo-Economic Disrupters War-Game Trilogy - "When Jung Met Arnold”—How Neuro AI and Carbon Units (aka “Humans”) Will Terminate First Gen Robo-Advising?


How to embrace managing and marketing in the digital era?


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.


Attention must be paid to the micro-climate of the Wealth client investing experience. Babbling robots or AI-enabled, prescient advisors?  Automation or smart delegation (tasks to tech, client-care to humans)?


If Dreamworks Studio designed the wealth advisory experience of the future---what would it look and feel like? And what would Carl Jung tell us to do in order to deeply understand investing styles?


What will the advisory business of the future look and feel like?

 





11:35 - 12:15 40 mins
Info
Investment
FundBuyer Solutions Day 2
  • Presenter Thorsten Paarman - Member of the Portfolio Management Team,, Invesco
  • Presenter William Smead - Chief Executive Officer/Chief Investment Officer, Smead Capital Management
  • Presenter Endre Pedersen - Senior Managing Director, CIO Fixed Income, Asia (ex-Japan), Manulife

Showcase of Top Performing Funds in front of an audience of buyers

 

Fund Buyer Solution 1 Pan European Structured Responsible Equity Fund: Thorsten Paarmann, Member of the Portfolio Management Team, INVESCO 

Fund Buyer Solution 2 William Smead, CEO & CIO, SMEAD CAPITAL

Fund Buyer Solution 3 Endre Pedersen, Senior Managing Director, CIO Fixed Income, Asia (ex-Japan) MANULIFE

12:00 - 12:30 30 mins
Info
Distribution
The future of financial advice/financial well-being
  • Presenter Alex Birkin - EY Partner, EMEIA Industry Leader and Global Advisory Leader - Wealth and Asset Management, EY
  • Speaker Jackie Boylan - Head of UK Adviser Platform, Fidelity International

Research Briefing - followed by panel 

12:00 - 12:30 30 mins
Operations
The Asset Manager of Tomorrow: Open Vista Case Study
  • Raul Biancardi - Co-Founder and Chief Investment Officer, Open Vista Asset Management
12:10 - 12:50 40 mins
Info
Markets
Emerging market regional experts spotlight- how it’s different to invest through the lens of locals?
  • Moderator Adam Choppin - Manager Research – International Equities, FIS Group, Inc.
  • Speaker Juan -Luis Rivera - CEO, Moneda Asset Management
  • Speaker Raymond Gui - Co-CIO, Income Partners
  • Speaker Dominic Scriven OBE - Founder and Chairman, Dragon Capital
  • Speaker Alexander Branis - CIO, Prosperity Capital Management
  • Speaker Ping Zhou - CEO, Bin Yuan Capital

Moderated by

Adam Choppin, FIS


LATAM Juan-Luis Rivera, CEO, MONEDA

ASIA Raymond Gui, Co-CIO, INCOME PARTNERS HL

CIS/RUSSIA Alexander Branis, CIO, PROSPERITY CAPITAL MANAGEMENT

VIETNAM Dominic Scriven, founder  and Chairman, DRAGON CAPITAL 

12:15 - 13:00 45 mins
Investment
FundBuyer Solutions Day 2
12:30 - 13:00 30 mins
Distribution
Stay relevant by building a new asset management model: how to be transparent, trusted, inclusive and true to our customers
  • Speaker Mussie Kidane CFA - Global Head of Fund Selection, BANQUE PICTET & CIE
  • Speaker Neil Carnegie - CEO, Carnegie Fund Services
  • Speaker Sebastian Vos - Co-Chair of Public Policy practice, Covington’s and Co-Chair of Legal and Regulatory Group, Global Blockchain Council
  • Speaker Peter Kraus - Chairman and CEO,, Aperture
12:30 - 13:00 30 mins
Info
Operations
Debunking myths and misconceptions: Analysis of the impact of ETFs in the investment ecosystem
  • Scott Coey - Head of EMEA AIS Relationship Development, BNY Mellon

ETFs have been seen as a challenger to the traditional mutual fund industry, bringing in new technology and easy accessibility with lower costs. However ETF is a technology, a new distribution channel and one that can be utilised by almost any mutual fund product today. The question to mutual funds managers is whether the can learn from the success of the ETFs and reap their benefits by incorporating them in their business model or choose to ignore them?

12:30 - 13:00 30 mins
Info
Data and Building Next Gen Asset Management
AdvisorTech and Robo 2.0 – Putting next gen wealth management into practice: how customers select investment propositions and engage with investments digitally across the North America, UK and Europe?
  • Moderator Fabrizio Zumbo - Associate Director - European Asset Management Research, Cerulli Associates
  • Speaker Klaus Thaler - CEO, ELVIA e-invest AG
  • Speaker Giorgio Semenzato - CEO and Co-Founder, Finizens
  • Speaker James Richardson - Head, WealthPilot, Brewin Dolphin
  • Speaker Geoffroy de Schrevel - CEO, Gambit Financial Solutions & Birdee




+ showcase



13:00 - 14:15 75 mins
Info
Lunch & Networking Break PLUS exclusive lunches & break time programming
  • Presenter Steen Donner - Director, Science Park; The Technical University of Denmark and Project Manager, Deep Tech Alliance


  • 13.15 – 14.00 INVITATION ONLY CHINA - CHATHAM HOUSE 
  • China - Closed-Door special session – Chatham House Rules: Hear from three experts on China. From social credit to the decline of the rule of law, what is going on in China?

  • What are Chatham House Rules? The rule originated at Chatham House with the aim of encouraging openness of discussion and facilitating the sharing of information. It is now used throughout the world as an aid to free discussion of sensitive issues. It provides a way for speakers to openly discuss their views in private while allowing the topic and nature of the debate to be made public and contribute to a broader conversation. Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed


  • 13.30– 14.00 DATA AND  NEXT GEN LEADERSHIP STAGE
  • Danish Deep Tech Alliance – Innovation Showcase of some of the most interesting entrepreneurs and new tech start ups on the Danish scene 
  • Moderated by Steen Donner, Director, Science Park; The Technical University of Denmark and Project Manager, DEEP TECH ALLIANCE
  • The goal is to establish an International DeepTech Alliance to strengthen the Danish deep-tech start-ups and their collaboration with universities and tech companies.


  • 13.15 – 14.10 ENGAGED CONVERSATIONS – Small Group High-Table Discussions On The Today’s Biggest Themes
14:15 - 14:45 30 mins
Distribution
Nordic fund selectors - special focus
  • Moderator Niklas Tell - Chief Content Officer, Tell Media Group
  • Speaker Mia Söderberg - Senior Portfolio Manager in Alternative Investments & Manager Selection, Nykredit Asset Management
  • Speaker Per Lindgren - Head of Manager Selection, Skandia Liv Asset Management
  • Speaker Allan Møller - Head of Fund Selection , DANSKE CAPITAL WEALTH MANAGEMENT
  • Speaker Karolina Qvarnstrom - Product Development Manager & Manager Selection, Länsförsäkringar Fondförvaltning AB
  • Speaker Georg Skare Lund - Head of Fund Selection , STOREBRAND ASSET MANAGEMENT
14:15 - 15:15 60 mins
Investment
Alternative risk praemia solutions in the portfolio: How to think about liquidity and volatility
  • Speaker Michaël Régy - Director - Selection of Third Party Funds of Hedge Funds, Bank of America Merrill Lynch
  • Speaker Daniel Murray - Deputy CIO and Global Head of Research, EFG Asset Management
14:15 - 15:15 60 mins
Info
Markets
Smart market intelligence vs wisdom of the crowd 3: So what’s next in fixed income markets and what is the changing role of data intelligence?
  • Speaker Jonathon Orr - Fixed Income Portfolio Manager, Goldman Sachs Asset Management

new research 10 

panel CIO and strategists 30

Sli.do Q&A 20

14:15 - 14:45 30 mins
Info
Operations
Evaluating regulatory impact: Strategic approaches for a global operating model
  • Moderator Ronan Brennan - Chief Product Officer, Compliance Solutions Strategies
  • Stine Bernt Simonsen - Legal Counsel, Attorney-at-law, PFA Asset Management

- What’s on the horizon?

- Have regulation and technology achieved symbiosis?

14:15 - 15:15 60 mins
Info
Data and Building Next Gen Asset Management
Comparing global progress in retail and financial inclusion - How is data enabling the building reliable long term pensions, savings and low cost investment solutions?
  • Moderator Jennifer Choi - Chief Counsel, ICI Global
  • Presenter Paul Resnik - Co-Founder, FinaMetrica, Part of PlanPlus Globa
  • Speaker James Richardson - Head, WealthPilot, Brewin Dolphin
  • Speaker Samantha Seaton - CEO, MoneyHub

A Global DC pensions assessment from China, Australasia, Europe and North America

Research Briefing and Global Overview - Moderator Jennifer Choi, Global Counsel, ICI

Research Briefing - Lessons for asset managers and robo advisors from the Australian Commission Review: Implications fund that fees charged to clients must reflect a relevant service and that regulation of robo advice is the same as for human advice. In light of the impending senior manager's personal responsibilities and Mifid 11 investment manufacturers' suitability obligations those offering robo advice need to tread cautiously.

Paul Resnik, Co Founder, FINAMETRICA, Part of the PlanPlus Group

James Richardson, Head of WealthPilot, BREWIN DOLPHIN 

 Samantha Seaton, CEO, MONEYHUB

 

14:45 - 15:15 30 mins
Distribution
Nordic Institutional Investors in the spotlight: indepth investment strategy and challenges
  • Moderator Caroline Liinanki - Editor, Nordic Fund Selection Journal, Tell Media
  • Speaker Anders Svennesen - CIO, Danica Pension & Danske Bank Asset Management
  • Speaker Niklas Ekvall - Chief Executive Officer, Fourth Swedish National Pension Fund (AP4)
  • Speaker Henrik Olejasz Larsen - CIO, Sampension
14:45 - 15:15 30 mins
Operations
Are COOs leaving money on the table?
  • Moderator Richard Day - Chief Operating Officer, MontLake
  • Gerard Walsh - Head of Development, Institutional Brokerage, Northern Trust Capital Markets
15:15 - 15:45 30 mins
Info
Distribution
Spotlight on German Institutional Investors: How to run client's money with new challenges to fiduciary duty
  • Dr Oliver Roll - Founding Partner, 4AlphaDrivers
  • Maria Leitzbach - Head of Portfolio Management, SOKA BAU
  • Joachim Köhne - Head of Asset Management , Hamburger Sparkasse AG
  • Doris Maerzluft - Director of Portfolio Management, Deutsche Oppenheim Family Office

Asking professional decision makers on implementing new objectives with new metrics and different yardsticks.

15:15 - 16:15 60 mins
Investment
Passive core and active blending: Best practice fund selection and portfolio construction – new thought-leadership on core and satellite
  • Brian Ahrens - Portfolio Manager and Executive Vice President of Prudential’s Strategic Investment Research Group,, PGIM
  • Alberto Herranz - Investment Research & Risk Analysis,, Allfunds
  • Tom Beal - Deputy Chief Investment Officer, St James's Place Wealth Management
  • Christopher Bishun - Head of Blackrock Portfolio Analysis & Solutions for UK, Middle East, Israel and Netherlands, BlackRock
15:15 - 16:15 60 mins
Info
Markets
New developments in alternative credit and fixed income from SME lending to ABS
  • Moderator Furio Pietribiasi - Managing Director, Mediolanum Asset Management
  • Speaker Daniel Bartsch - Co-founder and Managing Director, creditshelf GmbH
  • Speaker Pedro Pinto-Coelho - Chairman and Chief Executive, Banco BNI Europa
  • Speaker Francesco Filia - CEO, Fasanara Capital



Moderator

Furio Pietribiasi, CEO, MEDIOLANUM


Daniel Bartsch, Founder, CREDITSHELF

Pedro Pinto-Coelho, Chairman and CEO, BANCO BNI EUROPA

Francesco Filia, CEO, FASANARA CAPITAL

15:15 - 15:45 30 mins
Operations
Regtech Workout: 5 solutions to relive your pain points
15:15 - 16:15 60 mins
Info
Data and Building Next Gen Asset Management
Open banking and APIs- New thinking about how can we build a behavioural savings system that overcomes complexity and works
  • Presenter Greg B. Davies PhD - Head of Behavioural Science, Oxford Risk
  • Speaker Will Sandbrook - Executive Director, NEST Insight Unit, NEST - National Employment Savings Trust
  • Speaker Joe Parkin - Head of UK Sales at iShares and Digital Wealth in UK, Netherlands and Nordics, BlackRock
  • Speaker Samantha Seaton - CEO, MoneyHub

For an activity that on the surface appears simple, determining exactly how best to save can be bewilderingly complex. Savers have to trade-off immediate consumption with the benefits of consumption later; they need to juggle saving for short-term needs, mid-term goals, and long-term retirement; they need to figure out whether to channel any savings into reducing debt, savings, investments, or insurance; and they have to navigate a thicket of possible products, tax containers, and incentives. In short, they have to understand and interact with an entire ecosystem of possibilities in order to determine the right actions to take. 

Humans dislike complexity. One response is to avoid complex issues altogether, leaving the problem to resolve itself, or putting it off to later. Thus, faced with the daunting problem of how to juggle immediate, mediumterm, and long-term savings needs, many people simply ignore all of them, putting off savings until later. Not knowing how to allocate savings between paying down debt, saving for the rainy day, the holiday, or retirement (or whether to place savings into a current account, savings account, an ISA, pension, or any of the other many savings containers on offer) can nudge potential savers to side-step the whole issue, and be spenders instead. 

Another human response to complexity is to compartmentalise, dividing the big problem into a number of smaller, more manageable problems. We use mental accounts to simplify decision making; and we often use real manifestations of these accounts in our financial systems, thus focussing on only one need at a time (the ‘jam jars’ or accounts for the holiday, or the car, or kids’ school fees).  This is also how policy makers and the financial services industry have tended to approach the problem of encouraging people to save more: to simplify the problem by focussing on one aspect of the overall ecosystem at a time. 

As a result, we have a wide range of interventions that have been shown to lead to greater savings … inside the bounds of the experiment.  But the recent MAS Savings Evidence Review reveals that there is surprisingly little evidence that any of these well-intentioned designs actually increase net savings rather than just induce savers to shuffle money around without increasing their overall financial wellbeing or resilience.  Some of these interventions may actually make the problem worse: firstly, because adding yet another option into the ecosystem increases, not decreases, complexity. Secondly, if these programs are designed in isolation from understanding the overall ecosystem they may lead to active harm elsewhere.

To overcome these problems of complexity and unintended consequences it is vital that the overall system of is designed as a coherent whole, rather than the piecemeal accumulation of isolated ‘good ideas. This session explores these options

15:45 - 16:15 30 mins
Distribution
What you always wanted to ask… German-speaking top-tier wholesale-selectors: The global crowd sourced question session
  • Moderator Simon Weiler - Head of Research & Editor, e-fundresearch.com Data GmbH & investRFP.com
  • Speaker Eva Polly - Head of Manager Selection, Raiffeisen Capital Management
  • Speaker Michael Simmeth - Head of Fund Selection,, LGT Capital Partners
  • Speaker Rene Penzler - Director, Co-Head Multi Strategy, Pension solutions, Deutsche Asset Management Investment
15:45 - 16:15 30 mins
Operations
Data management strategies for supporting business growth: Value vs liability
16:15 - 17:15 60 mins
Info
Markets
Smart Market Intelligence meets the Wisdom of The Crowd 4: From the rise of Chinese influence to Brexit and the populist ascendance, how is Europe succeeding in addressing the big geopolitical questions of its time?
  • Moderator Sara Sjølin - financial journalist, Berlingske Business
  • Speaker Karim Chedid - investment strategist for ETFs and Index Investments (EII), Blackrock
  • Speaker Alan Higgins - CIO UK , Coutts
  • Speaker Pierre Bollon - Chief Executive, AFG
  • Speaker Carla-Jane Findlay-Dons - Chief Global Regulatory & Markets Strategist, Brown Brothers Harriman

The future of Europe: From the implications of the rise of Chinese investment to Brexit and the ascendance of the right, how is Europe succeeding in addressing the big geopolitical questions of its time?

Panel 30 - CIOs strategists OOB

We consider three articles by leading thinkers looking at Europe

1. 3 Versions of Europe Are Collapsing at the Same Time- Post-1945, post-1968, and post-1989 Europe are all different — and none of them make sense anymore.

from article by Ivan Krastev in "Foreign Policy "

The first Europe, postwar Europe, is failing because memory of the war is fading and because it has contributed to a Europe incapable of defending itself. The second Europe, post-1968 Europe, is failing because it was the Europe of minorities; it’s still trying to find a way to address majorities’ demand that their cultural rights should be protected, too, without turning democracy into instruments of exclusion. The refugee crisis was Europe’s 9/11. In the way 9/11 pushed Americans to change the lens through which they see the world America has made, the migration crisis forced Europeans to question some of the critical assumptions of their previous attitudes toward globalization. Post-1989 Europe is failing because Eastern Europeans no longer want to imitate the West and be judged by the West but rather want to build a counter-model.


Do Europe’s failures mean that Europe is irrevocably falling apart? Fatalism would be a mistake. It does mean that Europe should invest in its military capabilities and stop taking America’s security guarantees for granted. It also means that, in the same way European liberal democracies in 1970s and 1980s succeed at deradicalizing the far-left and integrating some of its legitimate demands in the mainstream, it should do the same with the far-right.  And when it comes to West-East relations in Europe, the challenge is to find a way to strongly criticize the authoritarian turn in the East without insisting that imitating the West is the only meaning of democracy or naively imagining that a commitment to democracy can be bought with cohesion funds from Brussels.


2. Thomas Piketty - Manifesto for Europe - how to reduce inequality inside countries, not between them. Since the election of anti-European governments across the EU, and with Brexit looming, it is no longer possible to continue as before. We cannot simply wait for the next departures, or further dismantling without making fundamental changes to present-day Europe.Our continent is caught between political movements whose programme is confined to hunting down foreigners and refugees, on one hand, and on the other those who claim to be European but in reality continue to consider that hardcore liberalism and the spread of competition are enough to define a political project. They don’t recognise that this lack of social ambition is what leads to feelings of abandonment. Europe must build a new model to ensure the fair development of its citizens.


3 PIETER JUDSON Hapsburg Empire A New History

17:15 - 17:45 30 mins
Afternoon Coffee & Networking Break
17:45 - 18:15 30 mins
Info
Distribution
Francophone fund distribution in private and mass affluent banking networks
  • Moderator Clémence Droin - Senior Project Manager, Indefi
  • Speaker Olivier Raingeard de la Blétière - Chief Investment Officer & Global Head of Equity - ABN Amro Group, Banque Neuflize OBC
  • Speaker Alessandra Gaudio - MD and Global Chief Investment Officer, Swiss Life Banque Privée
  • Speaker Daniele Spada - Head of Strategy and Development, Lyxor Asset Management; CEO, Société Générale

 Traditional fund distribution in banking networks is facing headwinds: increased regulatory scrutiny, fee pressure, evolving client demands, etc. To remain competitive, banking networks have to redefine their value proposition for private and mass affluent clients. Product innovation is a key success factor in today’s European fund distribution market and takes different forms: managed solutions, ESG and impact investing, private assets, thematic investments, etc.

The panel will discuss how to properly meet – or even exceed – client demand in an ever more challenging environment.

17:45 - 18:45 60 mins
Investment
The new multi-asset institutional solutions portfolio: Which approaches have proved resilient in the downturn and why?
  • Presenter Mirko Cardinale - Head of Investment Strategy, Universities Superannuation Scheme
  • Speaker Justin Onuekwusi - Fund Manager, Head of Retail Multi-Assets Team, Legal & General Investment Management
  • Speaker Stephen Crocombe - Head of Client Portfolio Solutions EMEA, BlackRock
  • Speaker Bernard Aybran - CIO of Multi-Management, Invesco
17:45 - 18:15 30 mins
Operations
TA 2.0: What does the future hold for Transfer Agency?
17:45 - 19:00 75 mins
Info
Data and Building Next Gen Asset Management
Next Gen Chinese Venture Capital Showcase- Special Focus China Rising VC Stars from Consumer Internet, HealthTech to Robotics
  • Moderator Linda Li - Managing Director, Partner, Vickers Venture Partners
  • Presenter Cathy Xiaomeng Zhang - COO, Skyroam
  • Presenter Zhen Li - Founder & CEO, MyTherapist

Introduced and Moderated by

VC Angel Investor - Linda Li, Partner, VICKERS VENTURES

2. Spin Out ex-CFO of Qunar (a NASDAQ listed company, focusing on online travelling platform. Example of a listed company showing how Chinese companies react to global capital market: 

Cathy Xiaomeng Zhang, COO, SKYROAM

Represents the young generation and how active they form a new business

3. Zhen Li, Founder & CEO,  MYTHERAPIST

 3. Chinese VC Entrepreneur


18:15 - 19:00 45 mins
Distribution
German Speaking Europe HNW Investors and Impact Investment
  • Markus Hill - Independent, Asset Management Consultant
18:15 - 19:00 45 mins
Info
Operations
Next Gen Asset Servicing Solutions
  • Paul Heffernan - Head of Cross Border Sales, Europe, HSBC Securities Services

What developments in fintech are revolutionising speed, accuracy and efficiency across the asset servicing lifecycle? How are new and developing asset classes effecting the model?

19:00 - 21:30 150 mins
Info
Evening Drinks Receptions including the FundForum Women In Funds Drinks Reception

18:00-20:00 - FundForum International Drinks Reception


21:30 - 22:45 75 mins
Info
Lunch & Networking Break PLUS exclusive lunches & break time programming
  • Presenter Steen Donner - Director, Science Park; The Technical University of Denmark and Project Manager, Deep Tech Alliance


  • 13.15 – 14.00 INVITATION ONLY CHINA - CHATHAM HOUSE 
  • China - Closed-Door special session – Chatham House Rules: Hear from three experts on China. From social credit to the decline of the rule of law, what is going on in China?

  • What are Chatham House Rules? The rule originated at Chatham House with the aim of encouraging openness of discussion and facilitating the sharing of information. It is now used throughout the world as an aid to free discussion of sensitive issues. It provides a way for speakers to openly discuss their views in private while allowing the topic and nature of the debate to be made public and contribute to a broader conversation. Participants are free to use the information received, but neither the identity nor the affiliation of the speaker(s), nor that of any other participant, may be revealed


  • 13.30– 14.00 DATA AND  NEXT GEN LEADERSHIP STAGE
  • Danish Deep Tech Alliance – Innovation Showcase of some of the most interesting entrepreneurs and new tech start ups on the Danish scene 
  • Moderated by Steen Donner, Director, Science Park; The Technical University of Denmark and Project Manager, DEEP TECH ALLIANCE
  • The goal is to establish an International DeepTech Alliance to strengthen the Danish deep-tech start-ups and their collaboration with universities and tech companies.


  • 13.15 – 14.10 ENGAGED CONVERSATIONS – Small Group High-Table Discussions On The Today’s Biggest Themes