Main Conference, Day 1, Tuesday 24th June 2025 - CET/CEST (Cent Europe Summer, GMT+2)
Join General Sir Mark Carleton-Smith, former Chief of the General Staff (2018–2022) and the most senior Special Forces officer in Defence, as he explores the critical intersection of politics, business, defence, and intelligence networks
- Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces office in Defence, The front-line of defence and geopolitical strategy expertise
A discussion in two parts.
Part 1: New opportunities and threats for investment leaders in public and private markets
- Yuri Bender - Editor-in-Chief, PWM, FT
- Clive Bellows - President Europe, Middle East, Africa,, Northern Trust
- Martin Horne - Co-Head of Global Investments, Barings
- Peter Branner - Chief Investment Officer, aberdeen Investments
- Yuri Bender - Editor-in-Chief, PWM, FT
Five key data insights from the world’s largest investors
- Tara Davies - Co-Head of EMEA, KKR
- Selin Bucak - Editor, Specialist private equity journalist
How are top pure-play GPs or traditional asset managers building private markets capability as well as specialist distribution platforms educating private bank LPs around different solutions and advantages for different market segments.
As private wealth distribution partners and asset managers expand their private markets offerings, educating stakeholders has become essential for growth. How are leading GPs ensuring their value proposition is clearly understood? What strategies are firms using to train private wealth professionals on private markets? How can better education drive stronger investor confidence and adoption?
- Christine Waldron - Global Head of Fund Services, Asset Servicing, BNY Mellon
- Tara Davies - Co-Head of EMEA, KKR
- George Szemere - Head of Alternatives EMEA Wealth Management, Franklin Templeton
Chatham House Rules - An exclusive peer to peer opportunity with our renowned morning keynote
- Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces office in Defence, The front-line of defence and geopolitical strategy expertise
- Omar Ali - Regional Managing Partner, EMEIA Financial Services and Global Financial Services Leader elect, EY
- John Emerson - Vice Chairman, International, Former US Ambassador to the Federal Republic of Germany, Capital Group
- Sylvia Pozezanac - CEO, Redington
Investment management insights for Investment Management 2025
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
- Fadi Abuali - CEO, Co-Chief Executive Officer of Goldman Sachs for the Middle East and North Africa region and Head of Asset Management EMEA Client Business, Goldman Sachs Asset Management International
- Daniel Gamba - President, Northern Trust Asset Management
How are cloud-based digital assets and tokenisation poised to revolutionise the investment management landscape, opening up unprecedented growth opportunities? Delve into the facts behind this transformative trend and its potential to reshape the future of financial markets
- Joseph Saliba - Deputy Chief Executive Officer, CACEIS
- Philippe Seyll - CEO, Clearstream Fund Services
What are the most significant under-reported consumer –driven industry trends and behaviours emerging across North America, Europe and Asia and how to respond?
- Andrew Schlossberg - President & Chief Executive Officer, Invesco
- Jose Minaya - Global Head of Investments & Wealth, BNY Investments and Wealth
Part 1: New research
Hot off the press insights into how to optimise your distribution and prioritise which markets, segments and products to focus on for 2025?
- Liam Martin - Senior Director, Broadridge
New intelligence for platforms and customisation for segments, partners and products – how can you manage investment products and business lines in one place?
- Florian Foerster - Head of Digital Clients EMEA, Invesco
- Killian Lonergan - Head of Distribution Intelligence, Brown Brothers Harriman
- Ann Prendergast - CEO, EMEA, SSGA
- Sébastien Gentizon - Head of Fund and Manager Research, Pictet Wealth Management
- Marianne Dernies - Sub-Advisory Manager, BNP Paribas Asset Management
- Kelly Berkanish - Executive Director | Global Partnerships, UBS
Innovation in bond investing? With global economic uncertainty it’s good timing to meet new investor demand
- Guy Janssens - Head of the Investment Specialists, BNP Paribas Fortis Private Banking
- Mark Munro - Investment Director, aberdeen Investments
- Mark Dowding - CIO, BlueBay Fixed Income, RBC BlueBay Asset Management
- Frank Meijer - Global Head of Alternative Fixed Income & Structured Finance, Aegon
- Jennifer Schnabl - Head of Global Fixed Income Indices, S&P
New research on where private wealth portfolios are over or underinvested – and why?
Part 1: New Research (5 Minutes)
- Amin Rajan - CEO, CREATE-Research
- Amin Rajan - CEO, CREATE-Research
- Nicolas Bickel - Chief Investment Officer, Edmond de Rothschild Asset Management
- Sylvia Pozezanac - CEO, Redington
- Mussie Kidane - CIO, North America Advisors, Pictet
How are COOs changing their priorities in the current landscape?
Changing role of the COO in times of geopolitical uncertainty and heightened quantum computing and cyber security - how are leading COOs taking a holistic view of the business?
- Mike Tumilty - Global Chief Operating Officer, Aegon Asset Management
How are industry leaders implementing innovative technologies to create new efficiencies across different business lines?
What best practices are emerging in the integration of advanced technologies to achieve holistic business transformation and enhanced operational effectiveness?
- Elizabeth Lumley - Award winning journalist, podcaster and ambassador for UK Innovate Finance, Fintech Expert
- Aman Thind - Chief Global Architect, State Street
- Damien Barry - Head of Global Investor & Distribution Solutions, EMEA, SS&C Technologies
Session Format: Each speaker has a total of 9 minutes, made up of a 7-minute presentation and 2-minute questions from the moderator and audience.
Slot 1: 12.30 – 12.39
Transfer Agency
Joern Tobias, Global Head of Investor Services Product Management, State Street
Slot 2: 12.40 – 12.49
Oded Weiss, Managing Director, Multifonds
Slot 3: 12.50 – 12.59
Speakers may use slides
- Alain Mandy - Experienced Chief Transformation Officer, Industry Veteran
- Joern Tobias - Global Head of Investor Services Product Management, State Street
- Agnès Lossi - Partner, Asset Management Practice, Indefi
- Luca Anzola - Head of Multimanager and Alternative Investments, Fideuram Asset Management
- Olivier Paccalin - Deputy CEO, Societe Generale Private Banking
- Peter Beske Nielsen - Partner, EQT Partners
Keynote speaker Q&A. An informal audience with…
- Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces office in Defence, The front-line of defence and geopolitical strategy expertise
14.50 - 15.10
Panellists: x 3 CEOs
- Francesca McDonagh - Chief Executive Officer, Universal Investment
- Erich Gerth - CEO, RBC BlueBay
- Daniel Gamba - President, Northern Trust Asset Management
- Richard Bruyere - Managing Partner, INDEFI
- Mikael Bentlage - CEO, Hauck Aufhäuser Lampe Privatbank AG
- Sophie de Nadaillac - CEO, Lazard Asset Management
- Jean-Francois Hirschel - CEO & Founder, H-Ideas
- Nadège Lesueur-Pène - Member of Executive Committee of the Bank, Head of Wealth Management - Developing Markets, Union Bancaire Privée
- Jonathan Duncan - Chief Impact Officer, Reyl & Cie
- Richard Garland - Managing Director, Global Advisor, Ninety One
How are successful fund selectors in the Nordic region adapting their strategies to capitalise on local opportunities while managing risks specific to Scandinavian markets?
- Niklas Tell - Chief Content Officer, Tell Media Group
- Johanna Juujärvi - Head of Manager Selection, Finnish Aktia
- Georg Skare-Lund - Investment Director - External Funds, Storebrand
- Oren Kaplan - Co-founder & CEO, Matching.Investments
- Anders Karsbaek Bertramsen - Head of Manager Selection, Nordea Asset Management
- Johanna Valta - Vice President and Fund Selector, Laicorn Asset Management
- Beverly Chandler - Managing Editor, ETF Express
- Henry Cobbe - Investment Committee and Proposition Support for UK Advisors, Elston Consulting
- Ernst Knacke - Head of Research, Shard Capital
- Richard Foley - CEO, New Horizons
- Matthew Tagliani - Head of Product and Sales Strategy, EMEA ETFs, Invesco
- Denis Struc - Portfolio Manager, Janus Henderson Investors
How are leading fund selectors and buyers evaluating and integrating active ETFs into their portfolio strategies, and what factors are driving their decisions?
What potential benefits and risks do selectors see in incorporating active ETFs, and how do they compare these products to traditional passive ETFs and mutual funds?
- Agnès Lossi - Partner, Asset Management Practice, Indefi
- Nicolas Moussavi - Head of Multi-Management, Société Générale Investment Solutions France
- Stéphane Janin - Global Head of Regulatory Developments and Public Affairs, AXA Investment Managers
How to overcome the challenges of structuring and servicing the next generation of semi-liquid products?
- André Schnurrenberger - Co-Founder and Managing Partner, Novantigo
- Rachel Thornton - Senior Product Manager, Northern Trust
- Tara Newbery - Managing Director, Legal & Regulatory, Brookfield Oaktree Wealth Solutions
- James Williams - Founder, Lion Media
- Simon Redman - Managing Director, Client Portfolio Management Europe, Invesco Real Estate
- Gracie Coburn - Senior Director, Real Estate Acquisitions, Nuveen
An afternoon of vibrant face-to-face global conversations, community and connections
Join enjoyable, useful, champagne- fuelled conversations throughout the exhibition floor, with a cocktail hour, showcases, meet the speakers, competitions and more
Scan as you move through the exhibition area
We're stepping up the game in 2025 to offer a meetings programme like no other.
Fund selectors and asset managers/GPs will be matched based on investment interests
Allocate is a one-hour session. Each meeting will 8 minutes
Each delegate will have up to 5 meetings in the hour - the perfect way to have introductions and start a conversation
Fund selectors apply by emailing matthew.gilhespy@informa.com
- Justina Deveikyte - Co-Founder, Novantigo
- Jean-Francois Hirschel - CEO & Founder, H-Ideas
- Stephane Corsaletti - Chairman, Allfunds Investment Solutions
- Pierre Bonart - Head of Multi-management, Edmond de Rothschild
- Laurent Auchlin - Managing Partner, Anglo-Swiss Advisors