Chairman’s opening remarks

“Where there is doubt, may we bring faith”: regaining trust in a sceptical market

A slimline tonic: is consolidation the right medicine to secure the industry’s future?

Preparing for the regulatory onslaught: an impact assessment

Panel Discussion

• Proving your worth it: how can managers deliver demonstrable value to the client?
• How can fund management brands be rehabilitated to boost client confidence?
• Is consolidation “inevitable”? Who will be its chief beneficiaries?
• Is focusing on core the way forward?
• Avoiding a commoditised future: is the market now ready for smart innovation?
• Sense amidst the hysteria? Are some regulatory changes to be welcomed?
• The 50% tax bracket: how can investment talent be incentivised to stay put?
• Playing politics: how can the fund industry best work towards defending its interests?

Advisory session

Questions

Refreshments

A model for all weathers: segmenting the value chain for greater efficiency

From the back to the middle: strategic outsourcing

Profiting from specialism: assessing the role of the boutique model

Questions

Lunch

INVESTOR FORUM

• How have investors’ perceptions of fund managers changed over the course of the past two years?
• What are investors’ chief priorities when looking for a manager? How much emphasis do they place on fees?
• Mainstream vs. alternative products? To what extent is risk appetite increasing?
• Long-term goals vs. short-term gain? Growth potential vs. solid yields? How are priorities changing?
• How prominently do simplicity and liquidity feature in investment decisions?
• How can fund managers improve communication and transparency for investors?

Questions will be taken troughout the forum

This little investor comes to market: the evolution of the retail sector

Questions

Refreshments

Aligning offerings with client requirements

What if customers designed an asset manager?

Questions

Delivering a complete service to pension funds: the expansion of the fiduciary model

Questions

Closing address and end of conference day one

Chairman’s opening remarks

Keynote Address: New clients, new models: adapting to a new fund management culture

Keynote Address: An update on key regulatory initiatives

Questions

From Brussels with love: an impact assessment of the AIFM directive

On my turf: assessing the converging client base of mainstream and alternative funds

UCITS IV: A Brave New World

Questions

Refreshments

INVESTMENT FORUM: “Plain vanilla” or something more exotic? Finding the right risk-return balance

• Risk and return, volatility and liquidity: trading-off to meet client demands

• What are the implications of increasing market correlation? Can alternatives provide a solution?
• The demise of mortgage-backed securities: how to quench the thirst for yield?
• Do passive management strategies deserve the favour currently being shown them?
• Innovation in ETFs: where next for the product du jour?
• Avoiding a commoditised future: is there a place for smart risk and innovation?
• Does the industry have the capability and skills to deliver absolute returns?

Questions will be taken throughout the panel discussion

A bright future for structured products?

Questions

Lunch

Keynote Address: The FSA’s vision for the future of the fund management industry

Questions

Getting involved before it’s too late: taking an activist approach

Can Environmental, Social and Corporate Governance (ESG) investments rehabilitate the industry’s image?

Panel discussion: Beyond compliance: what proactive steps should managers be taking?

Over the past two years, the financial services industry has suffered a significant deterioration in levels of client trust and broader public standing. The following panel discussion will address this issue head-on, as industry insiders give us their perspectives on what must be done to repair trust and reputation. Topics will include fee structures, remuneration, transparency and communication. Questions and suggestions from the audience will follow.

Chairman’s closing remarks and close of conference