The UK’s leading fund and investment management conference

5 March

Waldorf Hilton, London

From alternative assets and technological transformation, to enhanced digital operations and ESG investments, Investment Innovators: Fund Management has it all.

 

2019’s event brought together professionals from the fund and asset management landscape for an exciting day of strategic discussion. Highlights included two stages to choose from, with one stage dedicated to operational transformation, and a keynote opening address Managing Director, Chief Investment Officer Global Equities, Allianz Global Investors.

2019 Speakers

Sarah Russell, Aegon Asset Management, Investment Innovators

Sarah Russell

Global Chief Executive Officer, Aegon Asset Management

Jan Erik Saugestad, Storebrand, Investment Innovator

Jan Erik Saugestad

Chief Executive Officer, Storebrand Asset Management

Lucy MacDonald

Managing Director, Allianz Global Investors

Erich Gerth, Bluebay Asset Management,Investment Innovators

Erich Gerth

Chief Executive Officer, BlueBay Asset Management

Matthew Sargaison, Man AHL, Investment Innovators

Matthew Sargaison

Co-Chief Executive Officer, Man AHL

Hanneke Smits, Newton Investment Management, Investment Innovators

Hanneke Smits

Chief Executive Officer, Newton Investment Management

Edward Bonham Carter, Jupiter Asset Management, Investment Innovators

Edward Bonham Carter

Vice Chairman, Jupiter Asset Management

Colin Fitzgerald, Invesco, Investment Innovators

Colin Fitzgerald

Head of EMEA Distribution, Invesco

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2019 Agenda

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Fund Management Tuesday, 5 March 2019

09.05

Chair's opening remarks- John Stainsby, Head of UK Client Group, Axa Investment Managers

Session 1

Future market structure- where next?

09.10
Keynote address

Investing in the New Digital Economy


Lucy MacDonald

Managing Director , Allianz Global Investors

09.30
Keynote address

Why scale matters: delivering a strategy for success


Colin Fitzgerald, Invesco, Investment Innovators
Colin Fitzgerald

Head of EMEA Distribution , 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?

John Kitchingham, Dassault Systèmes, Investment Innovators
John Kitchingman

Managing Director of Norther Europe , Dassault Systèmes

Silvana Pacitti, Allianz Global Investors, Investment Innovators
Silvana Pacitti

Head of Global Product Strategy , Allianz Global Investors

Taherah Kuhl, Dassault Systèmes, Investment Innovators
Taherah Kuhl

Senior Client Executive , Dassault Systèmes

10.10
Leaders’ forum
  • 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?

Edward Bonham Carter, Jupiter Asset Management, Investment Innovators
Edward Bonham Carter

Vice Chairman , Jupiter Asset Management

Erich Gerth, Bluebay Asset Management,Investment Innovators
Erich Gerth

Chief Executive Officer , BlueBay Asset Management

Sarah Russell, Aegon Asset Management, Investment Innovators
Sarah Russell

Global Chief Executive Officer , Aegon Asset Management

Hanneke Smits, Newton Investment Management, Investment Innovators
Hanneke Smits

Chief Executive Officer , Newton Investment Management

John Kitchingham, Dassault Systèmes, Investment Innovators
John Kitchingman

Managing Director of Norther Europe , Dassault Systèmes

Session 2

The changing distribution landscape

10.40
Panel Discussion

A digital revolution in distribution

  • Understanding 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?

Christophe Girondel, Nordea, Investment Innovators
Christophe Girondel

Global Head of Distribution , Nordea

Ben Stanway, Moneybox, Investment Innovators
Ben Stanway

Co-Founder , Moneybox

Fergus McCarthy, BNY Mellon Investment Management EMEA, Investment Innovator
Fergus McCarthy

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

Robyn Laidlaw, Vanguard Asset Management, Investment Innovators
Robyn Laidlaw

Head of UK Distribution , Vanguard Asset Management

Session 3

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

Leveraging the power of alternatives
Technology game-changers in asset management

Alternative Assets in Focus

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


11.40

Property spotlight


Anne Breen, Standard Life Aberdeen, Investment Innovators
Anne Breen

Head of Real Estate Research & Strategy , Standard Life Aberdeen

11.50

Direct lending spotlight


Andrew McCullagh, Hayfin, Investment Innovators
Andrew McCullagh

Managing Director , Hayfin

12.00

Infrastructure spotlight


Mark Versey, Aviva Investors, Investment Innovators
Mark Versey

Chief Investment Officer, Real Assets , Aviva Investors

12.10

Cryptocurrency spotlight


Michael Sonnenshein, Grayscale Investments, Investment Innovators
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?


Anne Breen, Standard Life Aberdeen, Investment Innovators
Anne Breen

Head of Real Estate Research & Strategy , Standard Life Aberdeen

Mark Versey, Aviva Investors, Investment Innovators
Mark Versey

Chief Investment Officer, Real Assets , Aviva Investors

Michael Sonnenshein, Grayscale Investments, Investment Innovators
Michael Sonnenshein

Managing Director , Grayscale Investments

Andrew McCullagh, Hayfin, Investment Innovators
Andrew McCullagh

Managing Director , Hayfin

Chair: Pradyuman Kapoor, Strategy Lead, Global Platforms, Fidelity International.


11.40
Case Study | Schroders

Client service in a digital age


Ed Lecky-Thompson, Schroders, Investment Innovators
Ed Lecky-Thompson

Global Head of Digital Propositions , Schroders Personal Wealth

12.00
Out of industry insight|John Lewis

End-to-end digital transformation: strategies for success


Steve Kato-Spyrou, John Lewis, Investment Innovators
Steve Kato-Spyrou

UX 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?
• From giants to niche players: is the wider industry ready to implement AI?
• 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?


Ed Lecky-Thompson, Schroders, Investment Innovators
Ed Lecky-Thompson

Global Head of Digital Propositions , Schroders Personal Wealth

Steve Kato-Spyrou, John Lewis, Investment Innovators
Steve Kato-Spyrou

UX Manager , John Lewis

Priyank Patwa, M&G Prudential, Investment Innovators
Priyank Patwa

Head of AI and Machine Learning , M&G Prudential

Nikolai Hack, Exo Investing, Investment Innovators
Nikolai Hack

Chief Operating Officer , Exo Investing

13.00

Lunch sponsored by Dassault Systèmes

Session 4

The quest for alpha | Operations for the modern asset manager

The quest for alpha
Operations for the modern asset manager
14.15
Case study | Man AHL

Exploring the impact of AI in alpha generation


Matthew Sargaison, Man AHL, Investment Innovators
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


Matthew Sargaison, Man AHL, Investment Innovators
Matthew Sargaison

Co-Chief Executive Officer , Man AHL

James Dowey, Neptune Investment Management, Investment Innovators
James Dowey

Chief Economist and Chief Investment Officer , Neptune Investment Management

14.25
Case study | DWS

Delivering a modern digital experience


Philipp Wagner, DWS, Investment Innovators
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


Philipp Wagner, DWS, Investment Innovators
Philipp Wagner

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

Stuart Warner, Fidelity International, Investment Innovators
Stuart Warner

Head of Technology, UK & Europe , Fidelity International

Session 5

Re-building faith in the asset management industry

15.50

Combining ESG principles with superior return


Jan Erik Saugestad, Storebrand, Investment Innovator
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?


Jan Erik Saugestad, Storebrand, Investment Innovator
Jan Erik Saugestad

Chief Executive Officer , Storebrand Asset Management

Irshaad Ahmad, Allianz Global Investors, Investment Innovators
Irshaad Ahmad

Managing Director, Head of Institutional Europe , Allianz Global Investors

Neil Brown, Earth Capital Partners, Investment Innovators
Neil Brown

Senior Partner, Chief Operating Officer , Earth Capital Partners

17.00

Chair’s closing remarks followed by a drinks reception

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.


Who Attends

2019 Sponsors

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