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08:00 08:45 (45 mins)

Fund buyer only

The FundBuyers’ Academy: boutiques and buyers breakfast: making the digitalisation of fund selection work in your favour: building your profile like Amazon

  • Moderator Mr Oren Kaplan - Co-Founder, SharingAlpha
  • Panellist Mr Adam Jordan - Director of Investment Research & Management, Paul R. Ried Financial Group
  • Panellist Mr Michael Müller - Fund Analyst, Müller Consulting & Marketing
  • Panellist Mr Yuli Petreikov - Portfolio Manager, Pioneer Wealth Management
  • Panellist Mr Clive Hale - Director , FundCalibre Ltd

08:55 09:00 (5 mins)

Geopolitics and investment - Asia

Editorial welcome day 3

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

09:00 09:05 (5 mins)

Geopolitics and investment - Asia

Chairman day 3 welcome to FundForum International 2017

  • Chair Ms Margaret Harwood-Jones - Global Head, Securities Services Transaction Banking, Standard Chartered

09:05 09:45 (40 mins)

Geopolitics and investment - Asia

Investment leaders on the state of Asia: how the East will respond to the latest political changes and new global challenges to trade, growth and stability

Hear from some of the most influential Asian based asset managers on how they will respond to global, regional and national economic and political issues facing the region. Whether a  Pan-Asian specialist , North American or a European, the impact of Chinese policy and behaviour impacts everything. With the new Trump administration’s recent annulling of trade agreements, the future relationship between East and West is unstable and unknown. Here we present one of the leading experts on Asian geopolitics to unravel the web.

  • Moderator Mr Mike Wittich - Greater China & North Asia Head, Investor Coverage, Standard Chartered Bank
  • Panellist Miller Guo - CEO, GF International Asset Management
  • Panellist George Zhang - Head of International Investment, China International Fund Management Ltd.
  • Panellist Yang Du - Managing Director, Head of Asset Management, China Securities International
  • Panellist Dr Robert Horrocks, PhD - Chief Investment Officer, Portfolio Manager, Matthews Asia
  • Panellist Shelley Yang, CFA - Senior Managing Director, Haitong Bank, S.A

09:45 10:25 (40 mins)

Geopolitics and investment - Asia

Asian innovation in financial services: how Alibaba, Tencent, and Asian innovation in financial services is transforming customer relationships and expectations

Chinese business transformation from the Former Alibaba VP and early associate of Jack Ma. Asian financial innovation is rocking the world of financial services in its digital and customer engagement strategies. If you want to have a glimpse into how the most forward thinking players are directing their businesses, check this out and get planning.


  • Speaker Mr Porter Erisman - former Alibaba Vice President and author, Alibaba’s World

10:25 10:40 (15 mins)

Geopolitics and investment - Asia

Impact Investing Spotlight: Investing in the UN Sustainable Development Goals, the 2030 Agenda - Special Focus India

  • Moderator Ms Liesbet Peeters - Managing Partner , D. Capital Partners
  • Panellist Manjula Lee - CEO/Founder, World Wide Generation
  • Panellist Honourable Baroness Verma - Chair, World Wide Generation & European External Affairs Committee, House of Lords

10:40 11:10 (30 mins)

Networking breaks

Morning networking break

11:10 11:50 (40 mins)

Business leaders forum - new solutions

Thinking smarter about how online investment is transforming all your customer relationships: Taking advantage of new ways to build your business while protecting customers from their biases

The esteemed “Nudge” co -author and online behavioural economist on savings strategy for retail investors. How you as a wealth manager or asset manager can protect them and yourself from biases and encourage them to do more saving.

  • Speaker Professor Shlomo Benartzi - Professor, UCLA Anderson School of Management

11:10 11:50 (40 mins)

Future finance forum - new business models

Tomorrow's leaders part 1: Making the business case for diversity and innovation

Addresing customer trust and the gender lens

How deep is reputational damage in asset management?

Building a sustainable future with the next generation in mind

Solving problems through diversity of thinking and an agile innovation process

  • Speaker Paul Smith - President & Chief Executive Officer, CFA Institute
  • Moderator Brian Byrne - CEO , Aviador Group
  • Panellist Sheenagh Gordon-Hart - Partner, The Directors' Office
  • Panellist Ileana Salas - Senior Consultant, Chelsea Partners
  • Panellist Olivia Bernard - Founder, Kreen

11:50 12:20 (30 mins)

Business leaders forum - new solutions

What is the value of the industry? Re-calibrating the purpose and value of investment management to create a sustainable industry in the future.

  • Moderator Michael Ferguson - Luxembourg Wealth & Asset Management Leader, EY
  • Panellist Mr Furio Pietribiasi - CEO , Mediolanum Asset Management
  • Panellist Jochen Wermuth - Founder & CIO, Wermuth Asset Management GmbH
  • Panellist Mr Paolo Sironi - FinTech Thought Leader, IBM Watson Financial Services

11:50 12:30 (40 mins)

Future finance forum - new business models

Tomorrow's leaders part 2: Entrepreneurs and the transformational value of disruptive thinking about customers

An intergenerational presentation and discussion. What can we learn from young leaders and entrepreneurs' approach to business, customers and value and debating how to remain relevant in a fast moving world

  • Moderator Christopher Sier - Managing Director, FiNexus
  • Panellist Pierre Lagrange - Founder, GLG Partners
  • Panellist Laura Bailey - CEO, Zerado
  • Panellist Alex Young - CEO, HS
  • Panellist Nick Williamson - CEO & Founder, Credits
  • Panellist Josh Dibbens - Vice President Digital Channel Marketing, BlackRock

12:30 13:00 (30 mins)

Future finance forum - new business models

Tomorrow's Leaders Part 3: Scenario planning for future partnerships to transform asset management - who, why, what, how?

Join us for an exploration of what's probable, possible, plausible, or just completely fantastic.

  • Moderator Ms Liesbet Peeters - Managing Partner , D. Capital Partners
  • Speaker Brian Byrne - CEO , Aviador Group

12:40 13:00 (20 mins)

Business leaders forum - new solutions

ETF Investors Discussion: How are investors integrating index strategies into their portfolios?

Investors on the changing role that index investments can play within a portfolio. Hear from three investors about the new and diverse ways in which they are using index strategies and the developments which are driving those decisions

  • Interviewer Mark Wiedman - Senior Managing Director, Global Head of iShares and Index Investments, BlackRock
  • Interviewee Mark Le Lievre - Head Content Management,Investment Products and Services (IPS), UBS Wealth Management
  • Interviewee Philip Watson - Managing Director, Global Head of Investment Lab , Citi Private Bank
  • Interviewee Jan-Marc Fergg, CFA - Global Head of Wealth Products, Services & Insights, HSBC Retail Banking & Wealth Management

13:00 13:50 (50 mins)

Networking breaks

FundForum lunch & networking

Smart business stage 

An audience with ….Asia innovation keynote 

Investor insight stage 

13:20 13:50 (30 mins)

Investment strategy forum - new asset classes

Quickfire fund showcase: My strategy, your portfolio! Part 2: Today's line up - 1. Claus Hecher, BNP Paribas Easy FTSE EPRA/NAREIT Eurozone Capped UCITS ETF, BNP Paribas AM; 2. James Sore, Fund Twenty8, Syndicate Room; 3. Luder Howard, Epsilon Emerging Bond Total Return Fund, Eurizon Capital; 4. Alex Gitnik, Total Return Credit Fund, Standard Life Investments; 5. Mirko Jungman, Smart Beta ETF Shiller Barclays CAPE® US Sector Value, Ossiam; 6. Martin Charmoy, Russian Prosperity Fund Luxembourg, Prosperity Capital. 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 Harinder Hundle - Partner, Markerstudy Group

13:30 13:45 (15 mins)

Geopolitics and investment - Asia

Q&A with keynote: Porter Erisman: Chinese business transformation from the former Alibaba VP and early associate of Jack Ma

  • Speaker Mr Porter Erisman - former Alibaba Vice President and author, Alibaba’s World

13:50 14:20 (30 mins)

Business leaders forum – fund buyer insight

Expert Masterclass: The psychology of intermediary or end buyer personalisation when designing online or offline wealth management propositions

  • Speaker Professor Shlomo Benartzi - Professor, UCLA Anderson School of Management

13:50 14:25 (35 mins)

Future finance forum - new business models

Creative Bootcamp Part 1: The Scientist & Serial Entrepreneur - What does the Internet of Things mean for Financial Services?

Rated #1 Influencer on The Internet of Things

  • Speaker Alexandra Deschamps-Sonsino - Innovative interaction designer & product designer, director, designsarm

13:50 14:25 (35 mins)

Investment strategy forum - new asset classes

Managing risk with alternatives and liquid alternatives workshop part 1: Buyer issues outlined

Managing risk with alternatives and liquid alternatives. Find out how institutional and retail buyers are using alternatives and liquid alternatives in their portfolios. Hear some of the biggest intermediary investors in Europe discuss their approaches and listen to top providers respond. Participate in an open discussion between the groups to gain a clear strategy about how your company can win in this market.

  • Moderator Ms Justina Deveikyte - Associate Director, Cerulli Associates (Europe)
  • Panellist Mr Nicolas Moussavi - Head of Mutual Fund Research, Lyxor Asset Management
  • Panellist Mr Dan Kemp - Chief Investment Officer, Morningstar Investment Management Europe Ltd
  • Panellist Mr Enrique Pardo Fernandez - Global Head of Investment Research , Allfunds Bank
  • Panellist Salvatore Cordaro - CIO , Tages Capital
  • Panellist Marcus Storr - Head of Hedge Funds, FERI Trust GmbH

13:50 14:20 (30 mins)

Investment strategy forum - new products

Nordic asset owners & fund buyers on ESG Investing: A workshop on innovative solutions to increasing regulatory challenges part 1: The asset owners

Explore best practice ESG investing from some of the world's leading asset owners. Join an exceptional workshop comparing views of some of the world’s most sophisticated ESG investors, the Nordics and some of the most innovative ESG fund producers as regulation pushes ESG up the agenda.

We look at how to apply an investment filter to identify the risks associated with bad governance (e.g. Volkswagen), socially bad management (e.g. Orange in France), environmental choices (e.g. the way Total addresses this topic). Once all these risks have been identified in all equities traded in a portfolio and documented, the end investor (the asset owner) can make the relevant investment decision. It's all about having these specific risks documented. 


  • Moderator Mr Niklas Tell - Chief Content Officer, Tell Media Group
  • Panellist Ms Karolina Hutter-Rehrl - Senior Manager, Fund Management, Responsible for International Equity Funds, Länsförsäkringar fondförvaltning AB
  • Panellist Mr Fredrik Wilander - Head of Manager Selection, DNB Asset Management AS
  • Panellist Mr Georg Skare Lund - Head of Fund Selection , Storebrand Asset Management
  • Panellist Ms Susanne Bolin Gärtner - Head of Fund Selection, Unit-linked insurance, Folksam

14:20 15:00 (40 mins)

Business leaders forum – fund buyer insight

HNW German speaking Europe & boutiques: oppportunities and challenges for family offices and HNW to invest in funds under $100m: best strategies for accessing smaller funds

Family offices are looking to maximise yield with co-investment strategies where there is a clear alignment of interest. This could be with a boutique with AUM under E100m, an impact imvestment fund or another long term investment. Join leading family offices from German Speaking Europe to explore what they are really looking for in a co-investment and club deal. Hear their response to potential co-investors in liquid and non-liquid strategies.

  • Moderator Mr Markus Hill - Independent Asset Management Consultant
  • Panellist Mr Christian Hammes, CFP, CFEP - Managing Director, Eta Family Office GmbH
  • Panellist Dr Thomas Rüschen - CEO, Deutsche Oppenheim Family Office AG
  • Panellist Marcel Müller - Partner, HQ Trust GmbH
  • Panellist Ralf von Ziegesar - Managing Partner, Focam AG

14:20 14:50 (30 mins)

Investment strategy forum - new products

Nordic asset owners & fund buyers on ESG Investing: A workshop on innovative solutions to increasing regulatory challenges Part 2: The ESG Innovators

Explore best practice ESG investing from some of the world's leading asset owners. Join an exceptional workshop comparing views of some of the world’s most sophisticated ESG investors, the Nordics and some of the most innovative ESG fund producers as regulation pushes ESG up the agenda.

We look at how to apply an investment filter to identify the risks associated with bad governance (e.g. Volkswagen), socially bad management (e.g. Orange in France), environmental choices (e.g. the way Total addresses this topic). Once all these risks have been identified in all equities traded in a portfolio and documented, the end investor (the asset owner) can make the relevant investment decision. It's all about having these specific risks documented. 

  • Moderator Sophie Grenier - Managing Partner, MyAttika
  • Panellist Ms Viola Lutz - Consultant, South Pole Group
  • Panellist Emmanuel de la Ville - Director General, Ethifinance
  • Panellist Till Jung - Head of Investment Advisory, oekom research AG
  • Panellist Dr Hakan Lucius - Head of Corporate Responsibility and Civil Society Division, European Investment Bank

14:25 14:50 (25 mins)

Investment strategy forum - new asset classes

Managing risk with alternatives and liquid alternatives workshop part 2: The solution providers

Find out how institutional and retail buyers are using alternatives, smart beta and liquid alternatives in their portfolios. Hear some of the biggest intermediary investors in Europe discuss their approaches and listen to top providers respond. Participate in an open discussion between the groups to gain a clear strategy about how your company can win in this market.

  • Moderator Ms Justina Deveikyte - Associate Director, Cerulli Associates (Europe)
  • Panellist Volker Gillhaus - Managing Director, Bundesverband Alternative Investments e.V.
  • Panellist Antti Ilmanen - Principal, AQR
  • Panellist Dr Jan Auspurg - Head of Client Advisory, Aquila Capital
  • Panellist Stéphane Vial - Managing Director - Head of Investor Relations EMEA, Capital Fund Management LLP

14:25 14:55 (30 mins)

Future finance forum - new business models

Creative Bootcamp Part 2: The Cross-Industry Psychologist - Applying winning leadership strategy from other transformational industries

  • Speaker Brian Byrne - CEO , Aviador Group

14:50 15:00 (10 mins)

Investment strategy forum - new products

Nordic asset owners & fund buyers on ESG Investing: A workshop on innovative solutions to increasing regulatory challenges Part 3: Open discussion between buyers and asset managers

Explore best practice ESG investing from some of the world's leading asset owners. Join an exceptional workshop comparing views of some of the world’s most sophisticated ESG investors, the Nordics and some of the most innovative ESG fund producers as regulation pushes ESG up the agenda.

We look at how to apply an investment filter to identify the risks associated with bad governance (e.g. Volkswagen), socially bad management (e.g. Orange in France), environmental choices (e.g. the way Total addresses this topic). Once all these risks have been identified in all equities traded in a portfolio and documented, the end investor (the asset owner) can make the relevant investment decision. It's all about having these specific risks documented. 

  • Moderator Mr Niklas Tell - Chief Content Officer, Tell Media Group

14:50 15:00 (10 mins)

Investment strategy forum - new asset classes

Managing risk with alternatives and liquid alternatives workshop part 3: Open discussion between buyers and providers

Find out how institutional and wholesale buyers are using alternatives and liquid alternatives in their portfolios. Hear some of the biggest intermediary investors in Europe discuss their approaches and listen to top providers respond. Participate in an open discussion between the groups to gain a clear strategy about how your company can win in this market.

14:55 15:30 (35 mins)

Future finance forum - new business models

Creative Bootcamp Part 3: The Master of Persuasion - What smart leaders can learn from the art and science of hostage negotiation

  • Speaker Mr Richard Mullender - Former Lead Trainer at the National Crisis & Hostage Negotiation Unit, Scotland Yard

15:00 15:40 (40 mins)

Business leaders forum – fund buyer insight

A new era for Spanish intermediary investors as the market evolves

The Spanish market has traditionally been very fixed income orientated, but the appetite for risk is rising. Domestic and foreign asset managers are positioned to benefit at this inflection point. In this session we focus on key local players and their global perspectives.

  • Moderator Mr Daniel Pierce - Senior Partner, accelerando associates
  • Panellist Mr Juan Manuel Vicente Casadevall - Managing Partner, Kessler Et Casadevall
  • Panellist Mr Gustavo Montoya - Manager, Funds Platform Distribution, Banco Inversis
  • Panellist Joaquin Casasus - Managing Partner, Abante

15:00 15:30 (30 mins)

Investment strategy forum - new products

Credit and SME financing

New opportunities and challenges for professional investors to find long term yield in  a rapidly growing sector. Predicted to overtake mutual funds as the vehicle of choice for investors, this is a sector to watch. Hear from industry innovators and investors to assess your position.

  • Moderator Mr Furio Pietribiasi - CEO , Mediolanum Asset Management
  • Panellist Dr Daniel Bartsch - Co-founder and Managing Director, creditshelf GmbH
  • Panellist Massimo Figna - CEO, Tenax Capital
  • Panellist Rolf Elgeti - Founder, Obotritia Capital
  • Panellist Marie Louise Seelig - Founder & CEO, Acatus GmbH

15:30 15:30 (0 mins)

Networking breaks

END OF FUNDFORUM INTERNATIONAL 2017