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
Global Chief Executive Officer , Aegon Asset Management
Jan Erik Saugestad
Chief Executive Officer, Storebrand Asset Management
Lucy MacDonald
Managing Director, Chief Investment Officer Global Equities, Allianz Global Investors
Erich Gerth
Chief Executive Officer, BlueBay Asset Management
Matthew Sargaison
Co-Chief Executive Officer, Man AHL
Hanneke Smits
Chief Executive Officer, Newton Investment Management
Edward Bonham Carter
Vice Chairman, Jupiter Asset Management
Colin Fitzgerald
Head of EMEA Institutional Business, Invesco
What to expect in 2019
Case study from the Chief Technology Officer, Schroders
An entire stage dedicated to operations and digital transformation
Learn how to achieve digital transformation with DWS and Fidelity International
Dig deep into alternative assets on the saffron stage: property, direct lending, infrastructure and crypto
Learn how AI can impact alpha generation from the Co-CEO, Man AHL
Grow your professional network while enjoying a glass of fizz (or two!)
Speaker spotlights
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 Germany, Norway, Denmark, The Netherlands and more
Agenda
- All Topics
- Assets & Alpha
- Operations & Digital
Day 1 Tuesday, 5 March 2019
Welcome address & chair's opening remarks
Future market structure - where next?
Keynote Address
Investing in the New Digital Economy
Lucy MacDonald
Managing Director, Chief Investment Officer Global Equities , Allianz Global Investors
Keynote address
Why scale matters: delivering a strategy for success
- Assets & Alpha
- Operations & Digital
Colin Fitzgerald
Head of EMEA Institutional Business , Invesco
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 Kitchingman
Managing Director, EuroNorth , Dassault Systèmes
Silvana Pacitti
Head of Global Product Strategy , Allianz Global Investors
Taherah Kuhl
Senior Client Executive , Dassault Systèmes
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 Carter
Vice Chairman , Jupiter Asset Management
Erich Gerth
Chief Executive Officer , BlueBay Asset Management
Sarah Russell
Global Chief Executive Officer , Aegon Asset Management
Hanneke Smits
Chief Executive Officer , Newton Investment Management
The changing distribution landscape
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
Global Head of Distribution , Nordea
Ben Stanway
Co-founder , Moneybox
Fergus McCarthy
Head of UK & Ireland Intermediary Distribution , BNY Mellon Investment Management EMEA
Robyn Laidlaw
Head of UK Distribution , Vanguard Asset Management
Levaraging the power of alternatives | Technology game-changers in asset management
Property spotlight
- Assets & Alpha
Anne Breen
Head of Real Estate Research & Strategy , Standard Life Aberdeen
Direct lending spotlight
- Assets & Alpha
Andrew McCullagh
Managing Director , Hayfin
Infrastructure spotlight
- Assets & Alpha
Mark Versey
Chief Investment Officer, Real Assets , Aviva Investors
Cryptocurrency spotlight
- Assets & Alpha
Michael Sonnenshein
Managing Director , Grayscale Investments
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
Head of Real Estate Research & Strategy , Standard Life Aberdeen
Mark Versey
Chief Investment Officer, Real Assets , Aviva Investors
Michael Sonnenshein
Managing Director , Grayscale Investments
Andrew McCullagh
Managing Director , Hayfin
Case Study | Schroders
Client service in a digital age
- Operations & Digital
Ed Lecky-Thompson
Global Head of Digital Propositions , Schroders
Out of industry insight | John Lewis
End-to-end digital transformation: strategies for success
- Operations & Digital
Steve Kato-Spyrou
User Experience Manager , John Lewis
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
Steve Kato-Spyrou
User Experience Manager , John Lewis
Priyank Patwa
Head of AI and Machine Learning , M&G Prudential
Nikolai Hack
Chief Operating Officer , Exo Investing
Ed Lecky-Thompson
Global Head of Digital Propositions , Schroders
The quest for alpha | Operations for the modern asset manager
Case Study | Man AHL
Exploring the impact of AI in alpha generation
- Assets & Alpha
Matthew Sargaison
Co-Chief Executive Officer , Man AHL
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
Co-Chief Executive Officer , Man AHL
James Dowey
Chief Economist and Chief Investment Officer , Neptune Investment Management
Case study | DWS
Delivering a modern digital experience
- Operations & Digital
Philipp Wagner
Head of Transformation & Data Analytics, Digital Investment Platform , DWS
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
Head of Transformation & Data Analytics, Digital Investment Platform , DWS
Re-building faith in the asset management industry
Combining ESG principles with superior return
- Assets & Alpha
- Operations & Digital
Jan Erik Saugestad
Chief Executive Officer , Storebrand Asset Management
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
Chief Executive Officer , Storebrand Asset Management
Irshaad Ahmad
Managing Director, Head of Institutional Europe , Allianz Global Investors
Neil Brown
Chief Operating Officer , Earth Capital Partners
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.
Sponsors
Gold Sponsors
Bronze Sponsors
Media Partners
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
Standard
£1,195.00 + VAT