Marketforce

The Future of Fund Management

Developing new investment strategies, building stronger relationships and delivering optimum outcome

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One Whitehall Place, London View details »

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Attracted over 100 senior decision makers

Including
delegates from world leading fund managers

Programme featured
7 CEOs
&
4 CIOs 

Conference Documentation

Access documentation »

With investors asking for more and more from investment managers, it is imperative that asset managers put strategies in place to ensure they remain profitable, grow new business, and stay relevant.

Now in its 16th year, The Future of Fund Management is the conference to attend to gain unique insights and ensure you stay ahead of the curve. Offering a packed agenda full of insights from industry leaders and opportunities for discussion and debate, this event will give you the opportunity to understanding the changing world of investment management. 

Speakers

  • Nick Lyster
    Nick Lyster

    Chief Executive Officer, Europe

    Principal Global Investors

  • Barry McInerney
    Barry McInerney

    Co-Chief Executive Officer

    BMO Global Asset Management

  • Bill Smith
    Bill Smith

    Chief Executive Officer, UK

    Lazard Asset Management

  • Massimo Tosato
    Massimo Tosato

    Chief Executive Officer

    Schroders Investment Management

  • Helena Morrissey CBE
    Helena Morrissey CBE

    Chief Executive Officer

    Newton Investment Management

  • Pascal Duval
    Pascal Duval

    Chief Executive Officer, EMEA

    Russell Investment

  • Dominic Rossi
    Dominic Rossi

    Global Chief Investment Officer, Equities

    Fidelity Worldwide Investment

  • Keith Wade
    Keith Wade

    Chief Economist

    Schroders

  • Erik Vynckier
    Erik Vynckier

    Chief Investment Officer

    Alliance Bernstein

  • Pascal Blanque
    Pascal Blanque

    Deputy Chief Executive Officer and Chief Investment Officer

    Amundi Group

  • Lucy MacDonald
    Lucy MacDonald

    Chief Investment Officer, Global Equities

    Allianz Global Investors

  • Jan Straatman
    Jan Straatman

    Global Chief Investment Officer

    Lombard Odier Investment Managers

  • Kenneth Volpert
    Kenneth Volpert

    Head of Investments, Europe

    Vanguard

  • Dr Hyejin Youn
    Dr Hyejin Youn

    James Martin Fellow

    INET and The University of Oxford Martin School

  • Andrew Tunningley
    Andrew Tunningley

    Managing Director, Head of UK Strategic Clients

    BlackRock

  • Ian Barnett
    Ian Barnett

    Global Head of Investment Risk and Analytics

    HSBC Global Asset Management

  • Arjuna Upasena
    Arjuna Upasena

    Head of Risk, Quant and Performance

    Nomura Asset Management

  • Sally Bridgeland
    Sally Bridgeland

    Former Chief Executive Officer, BP Pension Trustees & Senior Advisor

    Avida International

  • Prof Amin Rajan
    Prof Amin Rajan

    Chief Executive Officer

    CREATE

  • Majid Shabir
    Majid Shabir

    Founder

    Instinct Studios

  • Adam Seale
    Adam Seale

    Chief Executive Officer

    Interactive Investor

  • Liam Kennedy
    Liam Kennedy

    Editor

    IPE International Publishers

View all speakers »

Benefits from attending in 2015

  • Network with the world’s most important fund managers
  • Debate how the end of QE will affect the industry and how you can beat the odds
  • Discuss how to improve investment outcomes in choppy economic conditions
  • Hear exactly what the client wants – and how you can deliver
  • Join your peers to explore how the industry can innovate
  • Learn how technology can revolutionise your business practices
Nick Lyster
Nick Lyster

Chief Executive Officer, Europe

Principal Global Investors

Barry McInerney
Barry McInerney

Co-Chief Executive Officer

BMO Global Asset Management

Bill Smith
Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

Massimo Tosato
Massimo Tosato

Chief Executive Officer

Schroders Investment Management

Helena Morrissey CBE
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

Pascal Duval
Pascal Duval

Chief Executive Officer, EMEA

Russell Investment

Dominic Rossi
Dominic Rossi

Global Chief Investment Officer, Equities

Fidelity Worldwide Investment

Keith Wade
Keith Wade

Chief Economist

Schroders

Erik Vynckier
Erik Vynckier

Chief Investment Officer

Alliance Bernstein

Pascal Blanque
Pascal Blanque

Deputy Chief Executive Officer and Chief Investment Officer

Amundi Group

Lucy MacDonald
Lucy MacDonald

Chief Investment Officer, Global Equities

Allianz Global Investors

Jan Straatman
Jan Straatman

Global Chief Investment Officer

Lombard Odier Investment Managers

Kenneth Volpert
Kenneth Volpert

Head of Investments, Europe

Vanguard

Dr Hyejin Youn
Dr Hyejin Youn

James Martin Fellow

INET and The University of Oxford Martin School

Andrew Tunningley
Andrew Tunningley

Managing Director, Head of UK Strategic Clients

BlackRock

Ian Barnett
Ian Barnett

Global Head of Investment Risk and Analytics

HSBC Global Asset Management

Arjuna Upasena
Arjuna Upasena

Head of Risk, Quant and Performance

Nomura Asset Management

Sally Bridgeland
Sally Bridgeland

Former Chief Executive Officer, BP Pension Trustees & Senior Advisor

Avida International

Prof Amin Rajan
Prof Amin Rajan

Chief Executive Officer

CREATE

Majid Shabir
Majid Shabir

Founder

Instinct Studios

Adam Seale
Adam Seale

Chief Executive Officer

Interactive Investor

Liam Kennedy
Liam Kennedy

Editor

IPE International Publishers

Print Programme Download Brochure

The Future of Fund Management

View details »


09:20

Welcome address by Juliet Knight, Director, Marketforce

09:25

Chair’s opening remarks

Prof Amin Rajan
Prof Amin Rajan

Chief Executive Officer

CREATE

Session One: Exploring new horizons after the perfect storm

Leaders' Forum

09:30

Opportunities in a global industry: how can globalisation further benefit investment managers?

Barry McInerney
Barry McInerney

Co-Chief Executive Officer

BMO Global Asset Management

09:50

Seeking innovation and new ideas: where can asset management look next?

Bill Smith
Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

10:10

Panel discussion: Optimising your strategic response for the end of QE

  • What are the key challenges facing investment managers: what can be done?
  • How can asset managers do more to meet the changing needs of their clients?
  • How important are the Budget pension changes? How great are the opportunities for asset managers?
  • How will demographic change affect investment management?
  • What needs to be done to effectively manage the regulatory deluge?
  • How can asset managers do more to align culture with client risk appetites?
  • What role should the asset managers play in quest to reduce global systemic risk? 

 

Questions will be taken from the audience throughout the panel discussion

Nick Lyster
Nick Lyster

Chief Executive Officer, Europe

Principal Global Investors

Barry McInerney
Barry McInerney

Co-Chief Executive Officer

BMO Global Asset Management

Bill Smith
Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

10:55

Refreshments

Session Two: Navigating choppy economic conditions
11:25

Keynote Address

A new investment paradigm: what does the future hold?

Keith Wade
Keith Wade

Chief Economist

Schroders

11:45

Questions

11:50

Panel discussion: Developing effective investment capabilities

Developing effective investment capabilities

  • The end of compulsory annuities: what strategies will be successful in a burgeoning marketplace?
  • A shifting and uncertain global economy: where do we stand?
  • Making the most of underperforming emerging markets: where can success be found?
  • Beyond emerging markets: where do the principal investment opportunities lie?
  • The end of an era: how will the post-QE environment affect fund managers?
  • How important is it for asset managers to prepare for changes in the interest rate?
  • Bonds vs equities: where is the balance?
  • How should product development change in the face of low returns and volatile markets? 

 

Questions will be taken from the audience throughout the panel discussion

Lucy MacDonald
Lucy MacDonald

Chief Investment Officer, Global Equities

Allianz Global Investors

Dominic Rossi
Dominic Rossi

Global Chief Investment Officer, Equities

Fidelity Worldwide Investment

Kenneth Volpert
Kenneth Volpert

Head of Investments, Europe

Vanguard

Session Three: Towards better client engagement
12:25

Empowering investors with a new level of knowledge and understanding

Majid Shabir
Majid Shabir

Founder

Instinct Studios

12:45

Ask-the-experts panel discussion: Improving dialogue with investors

 

In this session, the panel of expert speakers will explore the key areas in which asset managers can improve their relationships with investors. Questions regarding asset allocation, reporting and communication, risk attitudes and lessons to be learnt from the crisis will be discussed.

Questions will be taken from the audience throughout the panel discussion

           

Pascal Blanque
Pascal Blanque

Deputy Chief Executive Officer and Chief Investment Officer

Amundi Group

Andrew Tunningley
Andrew Tunningley

Managing Director, Head of UK Strategic Clients

BlackRock

Sally Bridgeland
Sally Bridgeland

Former Chief Executive Officer, BP Pension Trustees & Senior Advisor

Avida International

Liam Kennedy
Liam Kennedy

Editor

IPE International Publishers

13:15

Lunch

Session Four: Innovating for a new dawn of asset management
14:20

Keynote Address

The nature of invention

Dr Hyejin Youn
Dr Hyejin Youn

James Martin Fellow

INET and The University of Oxford Martin School

14:40

Questions

14:45

Innovation: a conversation

In this session, three of the most innovative players in asset management today will talk about the place of innovation in the industry and how important it is for firms to develop their capabilities further to keep pace with technological, demographic and economic change. Here, they will respond to some of the ideas from the keynote address and share their thoughts on the future of the industry.

Pascal Duval
Pascal Duval

Chief Executive Officer, EMEA

Russell Investment

Massimo Tosato
Massimo Tosato

Chief Executive Officer

Schroders Investment Management

Jan Straatman
Jan Straatman

Global Chief Investment Officer

Lombard Odier Investment Managers

Adam Seale
Adam Seale

Chief Executive Officer

Interactive Investor

15:20

Refreshments

Session Five: Improving fund management performance
15:50

Keynote Address

Harnessing innovative technology

Erik Vynckier
Erik Vynckier

Chief Investment Officer

Alliance Bernstein

16:10

Panel discussion: Challenges and opportunities of new technology

  • To what extent and where can technology drive improvements in fund management?
  • How can systems be improved to streamline the asset management process?
  • How important is effective data management: what more can be done?
  • What processes can be developed to make cash management more efficient?
  • Reporting to the client and the regulator: how much investment is needed in improving systems?
  • Can the Investment Book of Record (IBOR) provide an effective means of managing real-time data? 

Questions will be taken from the audience throughout the panel discussion

Ian Barnett
Ian Barnett

Global Head of Investment Risk and Analytics

HSBC Global Asset Management

Arjuna Upasena
Arjuna Upasena

Head of Risk, Quant and Performance

Nomura Asset Management

Erik Vynckier
Erik Vynckier

Chief Investment Officer

Alliance Bernstein

16:45

Keynote Closing Address

The future of fund management

Helena Morrissey CBE
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

17:05

Questions

17:15

Chair’s closing remarks

Sponsors

FactSet

www.factset.com/

FactSet helps the world’s best investment professionals outperform. Stay ahead of global market trends, access extensive company and industry intelligence, and monitor performance with FactSet’s desktop analytics, mobile applications, and comprehensive data feeds. Learn more at FactSet.com, and follow us on Twitter: Twitter.com/factsetFactSet. Made for Outperformers. 

 

 

Instinct studios

www.instinctstudios.com

Instinct Studios is a new type of Fintech company that creates smarter customer experiences to simplify the world of financial services across web, mobile and touch-enabled devices. By making processes effortless and complex data meaningful, Instinct empowers investors with a new level of knowledge and understanding, enabling them to make clear and informed financial decisions.

In 2012 Instinct launched the FinTech Lab, a dedicated R&D division, focusing on new and innovative ways to deliver digital products and services for the financial services market. Instinct will shortly launch a new investment information visualisation service, which will answer the growing regulatory requirement for companies to provide greater transparency for customers. This will help to set a new digital benchmark in the investment world, particularly in the area of clear, fair and not misleading customer communications.

Instinct Studios works with global financial service brands such as Old Mutual, AXA, Allianz and Threadneedle.

 

Media Partners

ETF Express

www.etfexpress.com

ETF Express is the ETF’s industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles. ETF Express produces a free daily newsletter covering essential news and features within the exchange traded funds industry and a series of special reports.

 

Hedgeweek

www.hedgeweek.com

Hedgeweek is the hedge fund industry’s leading portal on news and topical features = including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews.  Hedgeweek produces a free weekly and a daily newsletter covering essential news and features within the Hedge Fund industry.   

 

Institutional Asset Management

www.institutionalassetmanager.co.uk

Institutionalassetmanager is a news and information and fund data service for institutional investors and institutional asset managers focusing on the traditional asset management sector worldwide. Institutionalassetmanager offers a daily newsletter service and a full web site.

 

Private Equity Wire

www.privateequitywire.co.uk

Private Equity Wire is the private equity industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and product profiles.  Private Equity Wire produces a free daily newsletter covering essential news and features within the private equity industry and a series of special reports.

 

Property Funds World

www.propertyfundsworld.com

Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews.  Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.

 

thewealthnet

www.thewealthnet.com/page_magazine.php

PAM Insight is the world's foremost specialist niche market publisher and events organiser in the international wealth management sector. We publish and produce a range of market-leading brands, including two online news services – www.thewealthnet.com and www.eprivateclient.com, the PAM directory (plus a sister website www.pamonline.com) and more than 20 other annual industry reports and events, including the much-acclaimed PAM Awards. 

Please contact nperkins@paminsight.com.

 

Wealthadviser

wealthadviser.co

Wealthadviser offers investment fund news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world.  Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers.

 

This year attacted over 100 attendees from some of the world leading fund managers. 

Companies that attended include: 

Aberdeen Asset Management Fidelity Worldwide Investment Nomura Asset Management
Alliance Bernstein Fitch Ratings Nordea Bank
Allianz Global Investors Heartwood Investment Management Principal Global Investors
Amundi Henderson Global Investors Prudential
Arrowgrass Capital HSBC Global Asset Management PwC
Avida International Instinct Russell Investment Group 
Baillie Gifford JP Morgan Asset Management RWC Partners
Bank of Valletta Jupiter Investment Management Schroders
BlackRock Kames Capital Source
BNY Mellon KMG Independent Standard Life Investments
BP Lazard  Sun Life Direct
Clifford Chance Legal & General Union Investment Institutional GmbH
Create Research M&G Investments University of Oxford
Duncan Lawrie Momentum Global Investment Management Vanguard Investments
F&C Investments MoneyMate
FactSet Newton Investment Management  

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