The UK’s leading fund and investment management conference

5 March 2019

Waldorf Hilton, London

Interested in AI, ESG, digital transformation, alternative assets and alpha generation? You’re in the right place.

Now in its 20th year, Horizons: Future of Fund Management unites the most innovative minds in the world of investment management to challenge, transform and evolve business strategies to triumph in the age of digital.  Will you join your industry peers and be part of the journey?

Get all the information you need in one place.

Agenda, speakers, attendees and more.

Speakers

Sarah Russell Aegon

Sarah Russell

Global Chief Executive Officer , Aegon Asset Management

Jan Erik Saugestad Storebrand

Jan Erik Saugestad

Chief Executive Officer, Storebrand Asset Management

Lucy Macdonald , Allianz GI | Horizons

Lucy MacDonald

Managing Director, Chief Investment Officer Global Equities, Allianz Global Investors

Erich Gerth Bluebay Asset Management

Erich Gerth

Chief Executive Officer, BlueBay Asset Management

Matthew Sargaison Horizons' Future of Fund Management

Matthew Sargaison

Co-Chief Executive Officer, Man AHL

Hanneke Smits Newton

Hanneke Smits

Chief Executive Officer, Newton Investment Management

Stewart Carmichael, Schroders | Horizons

Stewart Carmichael

Chief Technology Officer, Schroders

Edward Bonham Cater Jupiter

Edward Bonham Carter

Vice Chairman, Jupiter Asset Management

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What to expect in 2019

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Case study from the Chief Technology Officer, Schroders

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An entire stage dedicated to operations and digital transformation

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Learn how to achieve digital transformation with DWS and Fidelity International

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Dig deep into alternative assets on the saffron stage: property, direct lending, infrastructure and crypto

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Learn how AI can impact alpha generation from the Co-CEO, Man AHL

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Grow your professional network while enjoying a glass of fizz (or two!)

Speaker spotlights

Lucy Macdonald
Priyank Patwa
Erich Gerth
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5 Reasons to Attend

  • Hear exclusive insights from the Chiefs of Allianz Global Investors, Storebrand Asset Management and more
  • Uncover the power of alternative assets with spotlights on direct lending, infrastructure and property
  • Learn how AI and RPA are creating modern asset management businesses
  • Enjoy 4+ hours of dedicated networking: make the connections you’ll need to succeed during this transformative time
  • Look beyond the UK, with European insights from GermanyNorwayDenmarkThe Netherlands  and more

Agenda

  • All Topics
  • Assets & Alpha
  • Operations & Digital
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Day 1 Tuesday, 5 March 2019

09.00

Welcome address & chair's opening remarks

Session 1

Future market structure - where next?

09.10
Keynote Address

Investing in the New Digital Economy


Lucy Macdonald , Allianz GI | Horizons
Lucy MacDonald

Managing Director, Chief Investment Officer Global Equities , Allianz Global Investors

09.30
Keynote address

Why scale matters: delivering a strategy for success


  • Assets & Alpha
  • Operations & Digital

Colin Fitzgerald Invesco
Colin Fitzgerald

Head of EMEA Institutional Business , Invesco

09.50

Leveraging cross industry innovation to drive co-creation in product development to improve the customer experience

Dassault Systèmes and Allianz Global Investors explore how Asset Managers can leverage the experience and strategies from other innovative industries to transform the development process for intangible products.

  • How can Asset Managers win back client trust?
  • Can co-creation strengthen customer satisfaction?
  • How can the product development process address the increasing focus on ESG investing?

  • Assets & Alpha
  • Operations & Digital

John Kitchingham Dassault Systemes
John Kitchingman

Managing Director, EuroNorth , Dassault Systèmes

Silvana Pacitti Allianz Global Investors
Silvana Pacitti

Head of Global Product Strategy , Allianz Global Investors

Taherah Kuhl Dassault Systemes
Taherah Kuhl

Senior Client Executive , Dassault Systèmes

10.10
Leader’s Forum

Developing the right strategy: adapting to structural change

  • Are we set to see further industry consolidation? How significant will this be?
  • Playing in a niche: what are the keys to success in a polarising market?
  • Will we continue to see growth in passive management? Or is active set for resurgence?
  • How important are alternative assets in developing a long-term strategy?
  • What must the industry do to adapt to demographic change?
  • Why is new technology now becoming a board-level focus?

  • Assets & Alpha
  • Operations & Digital

Edward Bonham Cater Jupiter
Edward Bonham Carter

Vice Chairman , Jupiter Asset Management

Erich Gerth Bluebay Asset Management
Erich Gerth

Chief Executive Officer , BlueBay Asset Management

Sarah Russell Aegon
Sarah Russell

Global Chief Executive Officer , Aegon Asset Management

Hanneke Smits Newton
Hanneke Smits

Chief Executive Officer , Newton Investment Management

Session 2

The changing distribution landscape

10.40
Panel Discussion

A digital revolution in distribution

  • Understanding the distribution in a digital age: how is client behaviour changing?
  • The ‘retailisation’ of corporate pensions: what more must managers do to adapt?
  • How is marketplace banking likely to affect retail asset management distribution?
  • What opportunities does workplace distribution present to increase employee engagement?
  • How are FinTech players driving change in the market?
  • How important will robo-advisors become in the distribution landscape?
  • Is robo-advice opening up new high volume, low margin opportunities?
  • What role could the online tech titans play?

  • Assets & Alpha
  • Operations & Digital

Christophe Girondel Nordea
Christophe Girondel

Global Head of Distribution , Nordea

Ben Stanway - Moneybox - Horizons
Ben Stanway

Co-founder , Moneybox

Fergus McCarthy speaking at Horizons Lifetime Savings & Investments 2018
Fergus McCarthy

Head of UK & Ireland Intermediary Distribution , BNY Mellon Investment Management EMEA

Robyn Laidlaw

Head of UK Distribution , Vanguard Asset Management

Session 3

Levaraging the power of alternatives | Technology game-changers in asset management

Saffron Stage: Levaraging the power of alternatives
Teal Stage: Technology game-changers in asset management
Alternative Assets in Focus

In this session, four market leaders will each shine a spotlight on a different alternative asset class 


  • Assets & Alpha
11.40
Property spotlight

  • Assets & Alpha

Anne Breen - Standard Life - Horizons
Anne Breen

Head of Real Estate Research & Strategy , Standard Life Aberdeen

11.50
Direct lending spotlight

 


  • Assets & Alpha

Andrew McCullagh, Hayfin - Horizons Future of Fund Management 2019
Andrew McCullagh

Managing Director , Hayfin

12.00
Infrastructure spotlight 

  • Assets & Alpha

Mark Versey Aviva
Mark Versey

Chief Investment Officer, Real Assets , Aviva Investors

12.10
Cryptocurrency spotlight

  • Assets & Alpha

Michael Sonnenshein
Michael Sonnenshein

Managing Director , Grayscale Investments

12.20
Panel discussion 

Understanding the advantages of alternative assets

  • Why are alternatives attracting record inflows? Is this a permanent trend?
  • How is client appetite for alternatives evolving?
  • What are the attributes of different alternatives to different investors?
  • Which new asset class will the market flock to next?
  • Are the risks of alternatives fully understood?
  • Developing an effective alternative investments team: what are the key factors to consider?

  • Assets & Alpha

Anne Breen - Standard Life - Horizons
Anne Breen

Head of Real Estate Research & Strategy , Standard Life Aberdeen

Mark Versey Aviva
Mark Versey

Chief Investment Officer, Real Assets , Aviva Investors

Michael Sonnenshein
Michael Sonnenshein

Managing Director , Grayscale Investments

Andrew McCullagh, Hayfin - Horizons Future of Fund Management 2019
Andrew McCullagh

Managing Director , Hayfin

11.40
Case Study | Schroders

Client service in a digital age


  • Operations & Digital

Stewart Carmichael, Schroders | Horizons
Stewart Carmichael

Chief Technology Officer , Schroders

12.00
Out of industry insight | John Lewis

End-to-end digital transformation: strategies for success


  • Operations & Digital

Steve Kato-Spyrou John Lewis
Steve Kato-Spyrou

User Experience Manager , John Lewis

12.20
Panel Discussion

Optimising the potential of artificial intelligence 

  • Identifying the right use cases: how should you evaluate where AI will be successful?
  • How can technology teams create the right data environment for machine learning?
  • In-house or off-the-shelf: what is the right strategy?
  • Ensuring transparency of AI-driven decisions: creating a ‘black box’
  • How can distrust of new technology be mitigated?

  • Operations & Digital

Stewart Carmichael, Schroders | Horizons
Stewart Carmichael

Chief Technology Officer , Schroders

Steve Kato-Spyrou John Lewis
Steve Kato-Spyrou

User Experience Manager , John Lewis

Priyank Patwa M&G Prudential
Priyank Patwa

Head of AI and Machine Learning , M&G Prudential

Nikolai Hack, Exo Investing
Nikolai Hack

Chief Operating Officer , Exo Investing

Session 4

The quest for alpha | Operations for the modern asset manager

Saffron Stage: The quest for alpha
Teal Stage: Operations for the modern asset manager
14.15
Case Study | Man AHL

Exploring the impact of AI in alpha generation


  • Assets & Alpha

Matthew Sargaison Horizons' Future of Fund Management
Matthew Sargaison

Co-Chief Executive Officer , Man AHL

14.35
Fireside chat

Next moves in alpha generation 

  • What new strategies will be most effective in generating more alpha?
  • Is taking a greater role in asset allocation the key to alpha?
  • How significant a contribution could AI and new data sources make?
  • Data analytics vs experience: where does the right balance lie?
  • Beyond share price: maximising return from dividends and corporate actions

  • Assets & Alpha

Matthew Sargaison Horizons' Future of Fund Management
Matthew Sargaison

Co-Chief Executive Officer , Man AHL

James Dowey

Chief Economist and Chief Investment Officer , Neptune Investment Management

14.15
Case study | DWS

Delivering a modern digital experience 

 


  • Operations & Digital

Philipp Wagner DWS
Philipp Wagner

Head of Transformation & Data Analytics, Digital Investment Platform , DWS

14.35
Fireside chat

Digital transformation: understanding the keys to success

  • The flexibility to change: understanding the key ingredients of agility
  • Evaluating new technology options: when to lead and when to follow?
  • How must data management change to maximise the potential of AI?
  • Adopting cloud services: grasping the benefits whilst avoiding the pitfalls
  • From cyber risk to a ‘TSB event’: putting the right protections and plans in place
  • Blockchain: what are the uses today and tomorrow?

  • Operations & Digital

Stuart Warner

Head of Technology, UK & Europe , Fidelity International

Philipp Wagner DWS
Philipp Wagner

Head of Transformation & Data Analytics, Digital Investment Platform , DWS

Session 5

Re-building faith in the asset management industry

15.50

Combining ESG principles with superior return


  • Assets & Alpha
  • Operations & Digital

Jan Erik Saugestad Storebrand
Jan Erik Saugestad

Chief Executive Officer , Storebrand Asset Management

16.15
Panel discussion

Delivering clear value: what more can fund managers do? 

  • Is alpha everything? What else do clients really value?
  • The importance of ESG: how much do clients value it?
  • Moving towards outcome-based investing: how can managers deliver on promises?
  • What role should asset managers take in asset allocation?
  • The drive for transparency: what further changes are required?
  • How can clearer fee structures deliver value for client and manager?
  • Asset managers as corporate governors: is this the key to transforming public perceptions?

  • Assets & Alpha
  • Operations & Digital

Jan Erik Saugestad Storebrand
Jan Erik Saugestad

Chief Executive Officer , Storebrand Asset Management

Irshaad Ahmad Allianz
Irshaad Ahmad

Managing Director, Head of Institutional Europe , Allianz Global Investors

Neil Brown, Earth Capital
Neil Brown

Chief Operating Officer , Earth Capital Partners

17.00

Chair's closing remarks.

Horizons will be hosting a champagne drinks reception in the exhibition room following the close of the conference to celebrate its 20th anniversary. It’s the perfect way to connect with peers and reflect on the content of the day in a relaxed environment.

“Good opportunity to see top level executives speak freely about our industry. Excellent speaker line up and friendly conference staff.”

Natixis Investment Managers

“Really good conference, best I have attended in a long time.”

Prudential Portfolio Management Group

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Who Attends

Tickets

All tickets include:

1 day conference pass, lunch & refreshments and a drinks reception

Group Discount

15% off

When you buy 3 or more tickets

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£1,195.00 + VAT

 

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Venue

Waldorf Hilton

The Waldorf Hilton

Aldwych, London WC2B 4DD

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