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Informa
Sep 27
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08:30 - 09:00 30 mins
Main agenda
Registration & Refreshments
09:00 - 09:10 10 mins
Main agenda
Chair’s Opening Remarks
  • Christopher Stuart Sinclair, Independent Expert
more
09:10 - 10:00 50 mins
Main agenda
Active vs. Passive: Managing the Passive Trend
  • Moderator James Klempster - Head of Investment Management, Momentum Global Investment Management
  • Hortense Bioy - Director of Passive Funds Research, Europe, Morningstar
  • Axel Lomholt - Head of ETFs, Vanguard International
  • Farid Gargour - Fund Manager, Park Vale Capital Limited
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  • The rise of passive investing
  • What can active managers do to improve performance?
    • Differentiation and low cost as success-drivers
    • Increased communication with investors; explanation of investment approach and strategy
  • Consultation on costs
  • European Commission’s review of active and passive status
10:00 - 10:50 50 mins
Main agenda
Robo-Advice: the Solution for Baseline Retail Investors?
  • Adam French - Co-founder, Managing Director, Scalable Capital
  • Konstantin Speidel - Vice President - Program Manager Digital Transformation, Allianz Global Investors
  • Pete Connell - Managing Director, WealthWizards
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  • How is robo-advice reshaping the asset management industry?
  • Are robo-advisors the future of baseline retail investing?
  • The role of the traditional manager; achieving specific outcomes efficiently
  • Would regulators welcome fund automation?
10:50 - 11:20 30 mins
Main agenda
Networking Coffee Break
11:20 - 12:00 40 mins
Main agenda
International Insight: Developing Opportunities in Asia
  • Rachel Hill - Director, Dragon Capital Markets
  • Li Yu - CFA, Senior Global Product Manager - China Specialist, HSBC
  • Jill Griffin - Country Head (Luxembourg), Standard Chartered
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  • The international impact of Brexit; challenges and opportunities
  • Mutual recognition: Hong Kong and Switzerland
  • China’s burgeoning relationship with Europe; selling and launching in Europe
  • Developing cross-border distribution channels in Asia; the liberalisation of China
12:00 - 12:10 10 mins
Main agenda
Examining New Outsourcing Policy Requirements
  • Michele Bellabarba - Manager, Investment Analysis, Bank of England | Prudential Regulation Authority
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Michele and his team have designed the PRA framework to overview the investments and investment governance of PRA regulated insurance firms.

The framework, in line with the Solvency II Directive, covers many areas of the investment governance process including the due diligence performed by PRA regulated firms while outsourcing the investment function to third party providers.

  • 4-level assessment model
  • Main points from Article 274
  • Oversight of external investment providers
  • Key areas of consideration when reviewing investment outsourcing
  • Key aspects of due diligence
12:10 - 12:50 40 mins
Main agenda
The Future of Outsourcing and Third Party ManCos
  • David Allen - Head of Risk Analysis, Amundi
  • Terry Yodaiken - Head of Operations, First State Investments
  • Cyril Delamare - CEO, ML Capital
more

Post-Brexit solutions; compliance, governance and risk management

  • Outsourcing vs. Insourcing; where to draw the line
  • Legal and regulatory implications
  • Investor perspective
  • ManCos as “non-MiFID-firms” under MiFID II; regulatory, contractual and operational considerations
  • Outsourcing centres; moving functions and capturing business
12:50 - 12:55 5 mins
Main agenda
Chair’s Closing Remarks and End of Conference
  • Christopher Stuart Sinclair, Independent Expert
more
12:50 - 13:50 60 mins
Main agenda
Lunch
13:50 - 16:50 180 mins
Post-conference Workshop
Implementing MiFID II
  • Workshop Leader Vivienne Bannigan - Managing Director, Granuaile Limited
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  • The scope of MiFID II
  • Examining product governance requirements
  • Analysing target market assessments
  • Standards for communicating target market data; compliance with MiFID II
  • Finalizing standards for communicating fund data to PRIIPs manufacturers
  • Implementation; hitting the deadline