09:15 -
Introduction to the IEA
09:20 -
Chairman’s opening remarks
SESSION ONE: STRATEGIC FORUM - COMPETING IN A CONVERGING MARKET -
09:25 -
Threats and opportunities: peering into the future
Edward Bonham Carter
Chief Executive Officer, Jupiter Asset Management
-
09:45 -
Scale vs specialisation: exploring the merits of boutique and multi-boutique strategies
Robin Geffen
Chief Investment Officer & Managing Director, Neptune Investment Management
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10:05 -
Developing a product portfolio to meet changing investor requirements
Laurent Seyer
Chief Executive Officer, Lyxor Asset Management
-
10:25 -
Exploiting growth opportunities in Europe and beyond
Steve Cook
Business Advisor, Morse
-
10:45 -
Panel discussion
-
11:25 -
Refreshments
SESSION TWO: UNDERSTANDING CHANGING CUSTOMER NEEDS -
11:55 -
Examining the evolving investment criteria of the institutional market
Matthew Stemp
Head of UK, UBS Global Asset Management
-
12:15 -
Identifying and meeting the requirements of the retail investor
Nicola Horlick
Chief Executive Officer, Bramdean Asset Management
-
12:35 -
Questions
12:45 -
Lunch hosted by Navigant
14:00 -
Introduction to the IEA
Professor Philip Booth, Editorial and Programme Director, Institute of Economic Affairs
, Editorial and Programme Director,
Institute of Economic Affairs
SESSION THREE: TRENDS AND INNOVATION IN PRODUCT DEVELOPMENT -
14:05 -
Absolute return products: what is driving the paradigm shift and where will it lead?
Alan Burnett
Head of UK Intermediary Sales, Martin Currie Investment Management
-
14:25 -
The quest for alpha: 130/30 funds and beyond
Peter Baxter
Chief Executive Officer, Old Mutual Asset Managers
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14:45 -
Delivering cost-effective beta: the rise of exchange traded funds
Rory Tobin
Head of iProducts, Europe, iShares
-
15:05 -
Panel discussion
-
15:45 -
Refreshments
SESSION FOUR: EXAMINING EVOLVING INVESTMENT STRATEGIES -
16:15 -
The state of the markets: is higher volatility here to stay?
Haydn Davies
Chief Economist, Barclays Global Investors
-
16:35 -
Benchmarking and performance measurement in the changing market environment
Jamie Stevenson
Head of Investment Reporting and Performance UK, BNP Paribas Securities Services
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16:55 -
CLOSING KEYNOTE ADDRESS: The changing role of asset allocation and diversification in portfolio construction
Paul Duncan
Global Head of Strategic Solutions, Schroders
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17:15 -
Questions
17:30 -
Chairman’s closing remarks and end of day one
17:45 -
Drinks Reception, hosted by Grant Thornton