The Future of Fund Management
Mar 23 2016

The Future of Fund Management

Explore new opportunities at the UK's leading strategic event

The Waldorf Hilton, London

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The Future of Fund Management is your chance to join the chief executives and directors leading change across the investment management industry.

Offering a packed agenda full of insights, this event helps you discover the latest developments in fund management, and how you can take advantage of them. Join more than 100 senior decision makers and find out how you can respond to regulatory change, make the most of the pension reforms and adopt new technology in order to remain relevant in 2016 and beyond.

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Highlights in 2016:

  • Heard presentations from all the key decision makers in fund management including 9 C-level speakers
  • Debated the most pertinent issues facing fund management with more than 30 C-level executives
  • Learned how to capitalise on the opportunities presented by pension freedoms
  • Explored how cutting edge technology could revolutionise asset management
  • Took advantage of 3 hours of networking time with more than 100 senior executives from across the fund sector


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Wednesday, 23rd March 2016

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

Interim Chief Executive Officer

The Investment Association

Session One: Looking to the future - succeeding in a challenging landscape

The evolving role of fund managers
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

A new investment paradigm?
Saker Nusseibeh

Chief Executive Officer

Hermes Investment Management

Asset management industry outlook
  • What do the abating tailwinds mean for the industry?
  • How will regulation impact the industry?
  • A view on future winners
Christian Edelmann

Partner and Global Head of the Wealth & Asset Management Practice

Oliver Wyman

Leaders’ Forum
  • Increasing transparency: what still needs to change?
  • Responding to price pressure: how can fund managers add more value for their clients?
  • Multi-asset funds, Smart Beta strategies: where does the future lie? 
  • Which alternative asset classes are set for growth?
  • Big or boutique? Which business model will be most successful in the future?
  • Fostering a culture of innovation: how can new ideas be encouraged?
  • Digital disruption: should the fund management industry be concerned or curious?
  • What are the most significant opportunities that technological developments present? 
Massimo Tosato

Chief Executive

Schroders Investment Management

Michele Battelli

Chief Product Officer


Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

Saker Nusseibeh

Chief Executive Officer

Hermes Investment Management

Christian Edelmann

Partner and Global Head of the Wealth & Asset Management Practice

Oliver Wyman

Is this the end of the BRIC era?
James Dowey

Chief Economist & Chief Investment Officer

Neptune Investment Management


Session Two: Evaluating the impact of regulatory change

Peer-to-Peer Discussion

The consequences and costs of regulatory change
During this session, delegates will have the opportunity to discuss the questions below at their tables. A nominated representative from each table will then share their feedback with the panel for comment.

  • What will the major implications of MiFID II be? 
  • The unbundling of research costs: what will the consequences be?
  • Anticipating regulatory spread: how can the industry ensure there is no MiFID III?
  • UCITS V: how can firms collaborate to ensure a uniform interpretation?
  • Shouldering the burden: what operational demands will Solvency II bring?
  • How can firms mitigate against negative repercussions of new regulation?
  • How can organisations maximise ancillary benefits from compliance-driven change?
  • Getting the balance right: is the industry over-regulated?
Dan Hedley

Head of European Regulatory Policy

Fidelity Worldwide Investments

Stéphane Janin

Head of Global Regulatory Policy

AXA Investment Managers

Erik Vynckier

Board Member, Risk & Capital, Investment Committees

Forester Friendly Society


Session Three: The digital transformation of fund management

Case Study

How new data and technology will revolutionise investing

Pierre Sarrau

Managing Director, Chief Investment Officer for Multi-Asset Strategies


Panel Discussion

The dawn of digital: bringing asset management into the 21st century

  • What is the role of big data in fund management? 
  • Big data for big returns? Will increased quantitative capabilities generate more profit?
  • Could mining social media data become common practice in fund management?
  • How are robo-advisors disrupting the industry?
  • Will Google or Facebook become fund distributors in the near future?
  • How can digitisation transform operational efficiency across the value chain?
  • Customer engagement: will utilising tech bring more clients to asset management?
Rob Hudson

Head of Digital Distribution

Aberdeen Asset Management

Nick Blake

Head of Retail


Professor David Hand

Chief Scientific Advisor

Winton Capital Management

Euan Munro

Chief Executive

Aviva Investors


Session Four: Capitalising on pensions reforms - exploring opportunities for fund managers

Keynote address

Demography is destiny: identifying the opportunities of an ageing population

Edward Bonham Carter

Vice Chairman

Jupiter Asset Management

Panel Discussion

Winning strategies for the new retirement market

  • One stop shop? How can fund managers provide complete retirement solutions?
  • A customer-centric shift? How will the product development process alter?
  • Tailored solutions for all? Will layered portfolios be viable at the mass affluent level?
  • Enhancing relationships: collaborating with IFAs and life assurers
  • Robo propositions: how great will the market influence be?
  • Should fund managers move to fill the advice gap?
  • Going direct: will retirement solutions be increasingly distributed via D2C platforms?
  • How can fund managers capitalise on digital developments to better engage clients?
Edward Bonham Carter

Vice Chairman

Jupiter Asset Management

Richard Parkin

Head of Pensions and Retirement Product

Fidelity International

Jasper Berens

Managing Director, Head of UK Retail

JP Morgan Asset Management

Chris Nichols

Investment Director

Standard Life Investments

Session Five: Debating the value of ETFs


ETFs offer investors better value for money than actively managed funds
Speakers for and against the motion will each speak for 5 minutes to outline their arguments. They will then take part in a discussion with the audience for a further fifteen minutes, before a vote for or against the motion.

Proposing the motion: 

Kenneth Volpert, Head of Investments, Europe, Vanguard

Opposing the motion:

Dr George Cooper, Chief Investment Officer, Equitile

Kenneth Volpert

Head of Investments, Europe

Vanguard Investments

Dr George Cooper

Chief Investment Officer


Chair’s closing remarks
Guy Sears

Interim Chief Executive Officer

The Investment Association

Close of conference

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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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