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

Now in its 17th year, 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 will help 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.

Why attend?

  • Hear presentations from all the key decision makers in fund management including 9 C-level speakers
  • Debate the most pertinent issues facing fund management with senior industry professionals
  • Learn how to capitalise on the opportunities presented by pension freedoms
  • Explore how cutting edge technology could revolutionise asset management
  • Take advantage of 3 hours of networking time with more than 100 senior executives from across the fund sector

 

Speakers

Edward Bonham Carter
Edward Bonham Carter

Vice Chairman

Jupiter Asset Management

Massimo Tosato
Massimo Tosato

Chief Executive

Schroders Investment Management

Helena Morrissey CBE
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

Saker Nusseibeh
Saker Nusseibeh

Chief Executive Officer

Hermes Investment Management

Chris Nichols
Chris Nichols

Investment Director

Standard Life Investments

Nick Blake
Nick Blake

Head of Retail

Vanguard

Euan Munro
Euan Munro

Chief Executive

Aviva Investors

Giovanni Daprà
Giovanni Daprà

Co-founder & Chief Executive Officer

MoneyFarm

Jasper Berens
Jasper Berens

Managing Director, Head of UK Retail

JP Morgan Asset Management

Richard Parkin
Richard Parkin

Head of Retirement

Fidelity Worldwide Investment

James Dowey
James Dowey

Chief Economist & Chief Investment Officer

Neptune

Erik Vynckier
Erik Vynckier

Chief Investment Officer

AB

Kenneth Volpert
Kenneth Volpert

Head of Investments, Europe

Vanguard

Rob Hudson
Rob Hudson

Head of Digital Distribution

Aberdeen Asset Management

Dan Hedley
Dan Hedley

Head of European Regulatory Policy

Fidelity Worldwide Investments

Stéphane Janin
Stéphane Janin

Head of Global Regulatory Policy

AXA Investment Managers

Professor David Hand
Professor David Hand

Chief Scientific Advisor

Winton Capital Management


Programme

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Wednesday, 23rd March 2016

09:15
Welcome address by Juliet Knight, Director, Marketforce
09:20
Chair’s opening remarks

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

09:25
The evolving role of fund managers
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

09:40
A new investment paradigm?
Saker Nusseibeh

Chief Executive Officer

Hermes Investment Management

09:55
How technology is revolutionising asset management
Giovanni Daprà

Co-founder & Chief Executive Officer

MoneyFarm

10:10
Advisory session
10:30
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? 
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

Saker Nusseibeh

Chief Executive Officer

Hermes Investment Management

Giovanni Daprà

Co-founder & Chief Executive Officer

MoneyFarm

Massimo Tosato

Chief Executive

Schroders Investment Management

11:05
Is this the end of the BRIC era?
James Dowey

Chief Economist & Chief Investment Officer

Neptune

11:20
Questions
11:25
Refreshments

Session Two: Evaluating the impact of regulatory change

11:55
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?
Erik Vynckier

Chief Investment Officer

AB

Dan Hedley

Head of European Regulatory Policy

Fidelity Worldwide Investments

Stéphane Janin

Head of Global Regulatory Policy

AXA Investment Managers

12:30
Advisory session
12:50
Lunch

Session Three: The digital transformation of fund management

14:05
Case Study

Harnessing the potential of artificial intelligence

14:25
Advisory session
14:45
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

Vanguard

Professor David Hand

Chief Scientific Advisor

Winton Capital Management

Euan Munro

Chief Executive

Aviva Investors

15:15
Refreshments

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

15:45
Keynote address

Demography is destiny: identifying the opportunities of an ageing population

Edward Bonham Carter

Vice Chairman

Jupiter Asset Management

16:00
Questions
16:05
Advisory session
16:25
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 Retirement

Fidelity Worldwide Investment

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

17:00
Debate

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:

Speaker to be confirmed

Kenneth Volpert

Head of Investments, Europe

Vanguard

17:25
Chair’s closing remarks
17:30
Close of conference

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Who attends? 

More than 100 delegates are already registered from the world’s leading Fund Management firms. Attending companies include:

  • AB
  • Aberdeen Asset Management
  • Accudelta
  • Appian Wealth & Asset Management
  • Artemis
  • Aviva Investors
  • AXA Rosenberg Investment Management
  • Baillie Gifford
  • Baringa Partners
  • BNP Paribas
  • BNY Mellon
  • Bottomline Technologies
  • Create Research
  • dealReporter
  • Dentons Pension Management
  • European Fund and Asset Management Association
  • Fidelity Worldwide Investment
  • Fitch Ratings
  • Henderson Global Investors
  • Hermes Fund Managers
  • HSBC Bank
  • Imperial College
  • International Financial Data Services
  • Invesco Perpetual
  • JP Morgan
  • Jupiter Asset Management
  • Knadel
  • Lazard Asset Management UK
  • M&G Investments
  • Marlborough Fund Managers
  • Momentum Global Investement Management Limited
  • MoneyFarm
  • Natixis
  • Neptune Investment Management
  • Newton Investment Management
  • Nordea Bank
  • Old Mutual Global Investors
  • PAM Insight
  • Pioneer Investments
  • PwC
  • Sapiens
  • Schroders
  • Somerset Capital Management
  • Standard Life
  • Thomson Reuters
  • Unigestion
  • Union Asset Management Holding
  • Vanguard
  • Wellington Management International
  • Wesleyan Group
  • Zurich Insurance Group

Attendee breakdown by job title

Attendee breakdown by industry


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Register

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Group bookings of 3 or more people will receive an automatic 15% discount. Prices exclude VAT.
- +
£895.00 + VAT Until 04/03/16
£995.00 + VAT Standard
Discount
-£315.00
VAT
£150.00
TOTAL
£1250.00


Venue Details

The Waldorf Hilton, London
Aldwych, London, WC2B 4DD

Venue Website »

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