The Future of Fund Management
Mar 27 2017

The Future of Fund Management

The Waldorf Hilton, London

The Future of Fund Management is the market-leading conference exploring how you can take advantage of the opportunities arising along with the challenges facing the investment management industry.

Offering a content driven programme packed with insights from leaders in fund management, this event is your chance to get a head start by preparing strategies for future success. Join more than 100 senior asset management professionals and explore pressing topics such as generating return in a troubled market, delivering value in the face of fee pressure, understanding the revolution in investment operations and the potential impact of Brexit.

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Highlights for 2017:


  • Hear from the C-level leaders running the largest fund management businesses in the world
  • Gain key tips and insights from investment leaders who have consistently generated return over the past 10 years
  • Explore the revolutionary impact of artificial intelligence and automation in the future of the industry
  • Get an update from the FCA and investigate the potential impact of future regulation and Brexit negotiations
  • Personalise your conference experience by choosing either our retail or institutional investment breakout sessions
  • Take advantage of multiple networking breaks including an informal drinks reception to catch-up with old friends or make new ones

Speakers confirmed for 2017

View all speakers »


Print Programme

Monday, 27th March 2017

Welcome address by Juliet Knight, Director, Marketforce
Chair’s opening remarks

Session One: Navigating in headwinds – delivering a successful corporate strategy

Leaders Forum

Delivering value in the face of fee pressure

  • What more can the industry do to justify the costs of active management?
  • The drive for transparency: what will this mean for margins?
  • What steps can fund managers take to deliver added value to clients?
  • SRI: does added value for investors soften the focus on returns?
  • Recognising the need for change: where can funds become more cost efficient?
  • Is executive remuneration fit for purpose in the current fee and return climate?
  • Is vertical integration a viable strategy to address margin pressure?
  • Winners and losers: what business models will succeed in the current market?
Wayne Bowers

Chief Executive Officer, EMEA & APAC

Northern Trust Asset Management

Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

Jasper Berens

Managing Director, Head of UK Retail

JP Morgan Asset Management

Peter Horrell

Managing Director, UK

Fidelity Worldwide Investment

Advisory session

Session Two: The big picture: optimising returns today and tomorrow

Interview: The future of the global economy
  • Trends in growth markets: exploring the shifting global economic order
  • Political and economic shocks: are they inevitable? When will they come?
  • When will central banks wind-down their QE positions?
  • Does the upward trend in emerging markets have a long-term future?
Thomas Moser

Alternate Member of the Governing Board

Swiss National Bank

Panel Discussion

Identifying the investment strategies that will deliver

  • Where are opportunities for return opening up?
  • Fixed income in the doldrums: what is the future for bond markets?
  • Evaluating the resurgence of emerging markets: the least worst option?
  • How lucrative could the private debt market potentially be?
  • Blending active and passive strategies: the key to future success?
  • What is the potential of new investment strategies such as crowd-sourced investing?
  • Will and should the role of the fund manager in asset allocation increase?
  • Where are the opportunities for marginal gains within existing portfolios?
Nigel Bolton

Chief Investment Officer of Fundamental Active Equities


Edward Bonham Carter

Vice Chairman

Jupiter Asset Management

Lucy MacDonald

Chief Investment Officer, Global Equities

Allianz Global Investors

Richard Pease

Senior Fund Manager

Crux Asset Management


Session Three: A digital revolution in fund management

Artificial intelligence: the dawn of a new age in fund management?
  • Automated portfolio monitoring: looking beyond algorithmic trading
  • Phasing out human input: will AI ever become the fund manager?
  • Retaining investor trust: the continued importance of human relationship management
Gideon Smith

Europe Chief Investment Officer

AXA Rosenberg Equities

Advisory session
Embracing new technology: towards an operational transformation
  • Fast, reliable and cheap: using automation to streamline operations
  • Evaluating the shortcomings of automation: maintaining effective human monitoring
  • What is the potential of blockchain to transform the cost base of fund managers?
Mike Tumilty

Director of Operations, Change and Technology

Standard Life Investments

FinTech Futures

This session will give delegates the opportunity to hear from organisations disrupting the fund management industry. Three FinTech start-ups will have seven minutes to pitch followed by three minutes of questions each to outline how they hope to transform asset management as we know it, and what they believe the future will hold for this rapidly changing industry.

Murshid M. Ali

Chief Executive Officer


Tom Beevers

Co-Founder & Chief Executive Officer



Session Four: Streams

Stream A: The changing institutional market – grasping the opportunities
Chair’s opening remarks
Panel Discussion

The evolution of the DC pension market: building a successful model

  • The impact of a digital foundation: how is workplace distribution changing?
  • How can the industry best meet the challenge of the 75 bps fee restriction?
  • Offering the right products: is multi-asset the way to go?
  • Perfecting a default fund offering: why can choice be overwhelming for customers?
  • The move of life assurers into investment management: where will this lead?
Claire Finn

Managing Director, Strategic Partnerships & DC Investments


David Hutchins

Senior Vice President, Head of Multi-Asset Pension Strategies


John Nestor

Independent Governance Committee Member


John Stainsby

Head of UK Client Group

AXA Investment Management

Advisory session
Fireside Chat

LGPS Pooling: what will the pools look for from fund managers?

The process of pooling Local Government Pension Schemes is fully underway. However, the key question is how the fund management industry can service the new, larger pools. In this session, two leading LGPS decision makers will discuss what the schemes will be looking for from investment managers and how they can work with them to achieve the government criteria of economies of scale, value for money and infrastructure investment.

Chair’s closing remarks
Stream B: Driving success in the modern retail investment market
Chair’s opening remarks
Creating innovative retirement products: optimizing capital growth, protection and income
  • Developing a new form of risk profiling: understanding the nature of decumulation
  • How can investment products have built-in flexibility?
  • Is outcome-based investing set for increased growth?
  • Anticipating future change: evaluating the continued balance with annuities
Gerald Rehn

Head of Product Development

BNY Mellon Asset Management

Advisory session
Navigating the growth of robo-advice
  •  Is robo-advice the route to engaging the new generation of savers?
  • Selling to a robo-adviser: convincing an algorithm to choose your products
  • D2C robo-advice: is this the way ahead?
  • Guaranteeing suitability: how can the industry ensure customers understand products?
Chair’s closing remarks

Session Five: The future of fund management regulation

An update from the FCA
Robert Taylor

Head of Investment Management

Financial Conduct Authority

Advisory session

Session Six: Preparing for a post-Brexit world

Panel Discussion

Adapting effectively amidst unprecedented political upheaval

  • How likely and how important is it that UK funds retain passporting rights? 
  • How would the loss of passporting affect British and international fund managers?
  • Is there an opportunity for a UK standard to compete with UCITS internationally?
  • How might Brexit affect the UK’s standing in the global asset management industry?
  • How likely are Luxembourg and Ireland to expand as alternative fund domiciles?
  • Preparing for an uncertain future: what contingency planning is required?
Michael Karpik

Head of EMEA

State Street Global Advisors

Andrew Milligan

Head of Global Strategy

Standard Life Investments

Dan Hedley

Head of European Regulatory Policy

Fidelity Worldwide Investments

Closing Keynote Address

Case Study: Aviva Investors

Breaking the mould: embracing an innovative culture

Euan Munro

Chief Executive Officer

Aviva Investors

Chair’s closing remarks
Close of conference & drinks reception

Print Programme


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Who attends? 

More than 100 delegates registered for the 2016 event from the world’s leading Fund Management firms. Companies represented include:

  • AB
  • Aberdeen Asset Management
  • Accudelta
  • Advent Software
  • Appian Wealth & Asset Management
  • Arendt & Medernach
  • Artemis
  • Aviva Investors
  • AXA Rosenberg Investment Management
  • Baillie Gifford
  • Baringa Partners
  • BlackRock
  • BNP Paribas
  • BNP Paribas Securities Services
  • BNY Mellon
  • Bottomline Technologies
  • Clifford Chance
  • Create Research
  • dealReporter
  • DTCC
  • Equitile
  • ETF Securities
  • European Fund and Asset Management Association
  • Fidelity Worldwide Investment
  • Fitch Ratings
  • Henderson Global Investors
  • Hermes Fund Managers
  • HSBC Bank
  • Ignites Europe
  • Imperial College
  • International Financial Data Services
  • Invesco Perpetual
  • Investment Association
  • ISC
  • Jetstone Asset Management
  • JP Morgan
  • Jupiter Asset Management
  • Knadel
  • Lazard Asset Management UK
  • M&G Investments
  • Marlborough Fund Managers
  • McLagan Partners
  • Momentum Global Investment Management Limited
  • MoneyFarm
  • Morningstar
  • Natixis
  • Neptune Investment Management
  • Newton Investment Management
  • Nordea Bank
  • Old Mutual Global Investors
  • PAM Insight
  • Pioneer Investments
  • PwC
  • Royal London Group
  • Sapiens
  • Schroders
  • Schroders Investment Management
  • Silverfinch
  • Somerset Capital Management
  • Source
  • Standard Life Group
  • Standard Life Investments
  • Standard Life Wealth
  • Thomson Reuters
  • Unigestion
  • Union Asset Management Holding
  • Vanguard
  • Vanguard Investments
  • Wellington Management International
  • Wesleyan Group
  • Zurich Insurance Group

Attendee breakdown by job title

Attendee breakdown by industry

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