IMpower and FundForum - Day 1 - CET/CEST (Cent Europe Summer, GMT+2)
IMpower and FundForum - Day 1 - CET/CEST (Cent Europe Summer, GMT+2)
- Chris Perryman - Portfolio Manager, Head of Trading, Emerging Markets Fixed Income London, PineBridge Investments
- Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
The impact on financial services, the wider economy and society
IMpower 2023 Day 1 Keynote: The global risks you cannot see 1: How generative AI and the Infocalypse are evolving new ways to disrupt geopolitics, business and your life – today: what will be the global implications for you and your business when 90% of online content is generated by AI by 2030?
- Nina Schick - Author | Entrepreneur | Advisor, Generative AI Expert
- Sanjiv Sawhney - Global Head of Client Coverage, Securities Services, Citi
How are we going identify and act on the global risks we can and cannot see to continue to provide value to our end-customers and their financial wellbeing?
- Alex Birkin - Managing Partner, EMEIA, Financial Sers Consulting, EY
- Sylvia Pozezanac - CEO, Redington
- Sonja Laud - Chief Investment Officer, Legal & General Investment Management (LGIM)
- Emily Portney - CEO, Asset Servicing, BNY Mellon
Part one – Exclusive briefing with Hermin Hologan, EMEIA Wealth & Asset Management Leader, EY
Part two – Which of these transformational trends is most important to our end customers and other stakeholders and how will leaders make it happen?
- Hermin Hologan - EMEIA Wealth & Asset Management Leader, EY
- Stefanie Drews - President, Nikko Asset Management
- Fadi Abuali - CEO, Goldman Sachs Asset Management International
- Pete Cherecwich - President of Asset Servicing, Northern Trust
- Julia Hoggett - CEO, London Stock Exchange PLC
How to protect the business and empower investors more effectively in complex markets with many unknowns
- Joe Saliba - Deputy Chief Executive Officer, CACEIS
- Philippe Seyll - Chief Executive Officer, Clearstream Fund Centre S.A.
- Daniel Andemeskel - CEO and founder of UI Enlyte, Universal Investment
- Georgia Stewart - CEO, Tumelo
- Hanneke Smits - CEO, BNY Mellon Investment Management
In the spirit of not wanting to waste a good crisis, Benjamin Reed-Hurwitz investigated ISS Market Intelligence’s European fund flow data in search of clues as to how ESG funds respond in a volatile environment. In doing so, Benjamin came to one realization. ESG could just be the secret to building a resilient fund business. Come join the session where Benjamin will take the audience on his journey of discovery and challenge the audience to rethink their view of what ESG can mean to their business.
- Benjamin Reed-Hurwitz - EMEA Research Leader, ISS Market Intelligence
Sustainable investment funds are in flux. The Sustainable Disclosure Regulations consultation in the UK, along with SFDR in Europe with many funds downgrading from article 9 to article 8 has been another big topic over the past 6-12 months. The pressure is on for best practice solutions that are transparent and meaningful for the evolution of sustainable finance and its role in the de carbonising of the economy.
New research insights (10 mins): Resilience, thy fund name is ESG. Find out how ESG can be the secret to building a resilient fund business
Followed by a panel discussion
- Marie Niemczyk - Head of ESG - Client Portfolio Management, Candriam
- Guillaume Lasserre - Deputy CIO, La Banque Postale Asset Management
- George Latham - Managing Partner, Wheb Asset Management
- Elisabet Jamal Bergstrom - Deputy CEO & Head of Sustainability, SEB Investment Management
- Rémi Lambert - Deputy Chief Executive Officer, Chief Investment Officer, Architas France
Where will the new fat-tails come from –global perspectives from leading investors
- Mark Lane - Senior Investment Manager, Chairman of the Strategic Asset Allocation Committee (SAAC), arbdn
- Mussie Kidane - CIO, North American Advisors, Pictet Group
- Nicola Mai - Executive Vice President, Portfolio Manager - PM - Generalist (London), PIMCO
- Malin Hallén - Senior Portfolio Manager, Asset Allocation, Swedbank Robur Fonder AB
All the crystal balls are broken. Asset allocation is much more about future scenarios and much less about past price behaviours.
Risk can be managed with some pre-known probability of outcomes. Events such a climate change, covid and Ukraine war have no precedents – the so-called fat-tail events. They are driving investors in the realm of uncertainty. Building resilient portfolios is the key.
Understand the risks of future scenarios when constructing a fit for purpose multi asset portfolio for today’s uncertainties
- Amin Rajan - Chief Executive Officer, CREATE-Research
- Peter Branner - CIO, abrdn
- Sonja Laud - Chief Investment Officer, Legal & General Investment Management (LGIM)
- Niklas Ekvall - CEO, Fourth Swedish National Pension Fund (AP4)
- Olivier Raingeard de la Blétière - Chief Investment Officer - Banque Neuflize OBC & Global Head of Equity - ABN Amro Group, Banque Neuflize OBC
Institutional and family office perspectives on semi liquid assets
- Mark Norbury - Managing Director, Member of Investment Committee, Scenic Management
- Amanda Nee - Managing Director, WALC Capital
- Charles Myers - Chairman and Founder, Signum Global Advisors
- Jim McCaughan - Veteran Asset Management CEO, Industry Expert
The rise of climate and human rights litigation -What gets companies to match climate words with proven actions?
Part 1 Interview (10 mins)
Laura Clarke OBE, CEO Client Earth
in discussion with Moderator: Jamie Broderick, Deputy Chairman, Impact Investing Institute
Part 2 CEOs join the speakers for a discussion (30 mins)
The impact of climate litigation on the next era of sustainable investment
Mark Versey, CEO, Aviva Investors
Vincent Hamelink, CEO, Candriam
Sai Tampi, Managing Director, Global Head of Funds, ETFs and Manager Selection, HSBC Private Banking
Laura Clarke OBE, CEO Client Earth
- Jamie Broderick - Deputy Chair, Impact Investing Institute
- Laura Clarke OBE - CEO, Client Earth
- Mark Versey - Chief Executive Officer, Aviva Investors
- Vincent Hamelink - CEO, Candriam
- Sai Tampi - Managing Director, Global Head of Funds, ETFs and Manager Selection, HSBC Global Private Banking & Wealth
Comparing what it looks like to stay relevant for next generation customers across active and passive investments from Asia, Europe and North America?
- Brian Godins - CCO, Calastone
- Angela Billick - Head of EMEA Product & CEO Manulife Ireland, Manulife
- Joseph Pinto - CEO, M&G Investments
- David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
- Nick Wright - CEO, Head of Global Investor & Distribution Solutions, SS&C Technologies
- Richard Garland - Managing Director, Global Advisor, Ninety One
Radical innovations reshaping the future of money and wealth management
Research briefing: Liam Martin, Director, Broadridge
- Liam Martin CFA - Director, Broadridge
- Killian Lonergan - Head of Distribution Intelligence, Brown Brothers Harriman
- Oliver Bilal - EMEA Head of Distribution, Invesco
- Kate Webber - Head of Product Strategy, Northern Trust Asset Servicing
- Carl Palmer - Co-CEO, MFEXbyEuroclear
- Varun Atre - Chief Product Officer, Calastone
Top financial institutions and private banks discuss the relationship evolution
- Fabrizio Zumbo - Director, European Asset and Wealth Management Research and Consulting, Cerulli Associates
- Kelly Berkanish - Executive Director | Global Partnerships, UBS
- Christophe Girondel - Deputy CEO, Nordea Asset Management
- José Martínez-Sanjuán CFA,CAIA - Global Head of Fund Selection, Santander Private Banking
- Giorgia D’Anna - Head of Global Strategic partners, BNP Paribas Asset Management
- Tom Caddick - Head of Investments – London, Nedgroup Investments
- Seema Shah - Chief Global Strategist, Principal Asset Management
- Valentijn van Nieuwenhuijzen - CIO, Head of Sustainable Public Investing, Goldman Sachs Asset Management
- Christophe Boucher - CIO and Managing Director, ABN AMRO Investment Solutions
- Norman Villamin - Chief Investment Officer (Wealth Management), Union Bancaire Privée (UBP)
- Furio Pietribiasi - Chief Executive Officer, Mediolanum Asset Management Ltd
- David Jeffrey - Partner, Head of Europe, StepStone Group
- Silvana Chilelli - CEO, Eurizon Capital Real Asset
- Karine Litou - Global Head of Product & Solutions Private Capital for Securities Services, BNP Paribas
- Dik van Lomwel - CEO, Neuberger Berman Europe Ltd
- Bill Gourlay - Managing Director, Independent Consultants Network
How are heads of operations driving innovation to better execute digital transformation strategies and create important marginal gains whilst taking a client centric approach?
- Chris Nunn - Global Co-Head of Middle Office, Citi
- Elisa Alonso Sanz - COO (Chief Operating officer) & Managing Director, ABN AMRO Investment Solutions
- Javier Rivero - President & COO, Insigneo Wealth
- Gary Paulin - Head of Global Strategic Solutions, Northern Trust
Where and when can you use scalable technology solutions?
- Alain Mandy - Managing Director and Chief Transformation Officer, Wellington Management
- Scott Bevier - Global Head of Investment Operations Services, J.P. Morgan
- Spiros Giannaros - CEO and President of Charles River Development, Executive Vice President,, State Street
- Graham Kenny - IT Country Manager, Amundi Technology
- Michele Nicoletta - VP, Fixed Income Corporate Development, ICE
- Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
- Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
- Nina Schick - Author | Entrepreneur | Advisor, Generative AI Expert
- James Pomeroy - Global Economist, Global Research, HSBC
- Dirk Jargstorff - Senior Vice President Pensions and Related Benefits, Robert Bosch GmbH
- Dr. Oliver Roll - Founder, 4AlphaDrivers
- Gerald Mathieu - MD, Head of Private Bank Europe & Middle East, CEO, Monaco, Barclays Private Bank
- Sanjiv Sawhney - Global Head of Client Coverage, Securities Services, Citi
- Nina Schick - Author | Entrepreneur | Advisor, Generative AI Expert
Insight from the gatekeepers on the front line
- Erik Fransson - Executive Director, Swedish Fund Selection Agency
- Chloé De Calatchi - Head of Selection (Manager & Operation Due Diligence), ABN AMRO Investment Solutions
- Juan Manuel Vicente Casadevall - Director, FondosDirecto Sistemas SL
3 solutions with live fund buyer feedback on clarity and content
- Andrea Acimovic - Investment Associate, Elston Consulting
- Suresh Mistry - Head of Sustainability, Alquity
- Kim Shannon - Founder & CIO, Sionna Investment Managers
- Ben Dear - CEO, Osmosis Investment Management
- Xiaolin Chen - Head of International, KraneShares
The power of protest: being a global ally in the fight for equality in Afghanistan
Afghan women are on the frontlines of the most violent and repressive campaign against women’s rights anywhere in the world today. This is your call to action.
Limited numbers – sign up in advance - Part of our event long Women Mean Business programme highlighting the voices of extraordinary women and some exceptional female-led high impact teams.
- Athifa Wathanyar - Tterror attack survivor, Afghan Women’s & Girls' Rights Activist
- Laura Deitz - Co-Founder & Chief of Strategy, Task Force Nyx
- Jim McCaughan - Veteran Asset Management CEO, Industry Expert
Creating competitive edge beyond the technology’s base line beta
- William Mayne - Principal, Asset Management Advisory, Broadridge
- Åsa Norrie - CEO Europe & Regional Head of Distribution, Principal Asset Management
- Marie Dzanis - CEO and Head of Asset Management, EMEA, Northern Trust
- Varun Atre - Chief Product Officer, Calastone
5-minute Research briefing and moderator: Juan Delgado Moreira, Vice Chairman, Hamilton Lane
The views of top LPs and private wealth investors in private markets and lliquids in the portfolio
- Juan Delgado Moreira - Vice Chairman, Hamilton Lane
- Mathieu Forcioli - Head of Alternatives, HSBC RBWM
- Robert Mullane - Head of Alternative Capital Markets, Goldman Sachs
- Shenal Kakad - Head of SSG Private Markets, Barclays Private Bank
- Richard Bruyere - Managing Partner, Indefi
- Stefanie Drews - President, Nikko Asset Management
- Stan Moss - CEO, Polen Capital
- Alexandra Altinger - CEO, UK, Europe, Asia, JO Hambro Capital Management
- Orla Foley - Principal, Global Head of Relationship Management, Brown Brothers Harriman
- Jonathan Krane - Founder, CEO, KraneShares
- Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
What happens to savings, investment and retirement in different demographics from aging Japan to those in a youth-driven cashless society?
- Maria Cantillon - EMEA Head of Sales, Securities Services, Citi
- Gillian Hepburn - Head of UK Intermediary Solutions, Schroders
- Alex Hoctor Duncan - CEO, River and Mercantile
- Veronique Morel-Kane - Senior Wealth Manager & Branch Principal, Raymond James
- David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
10 top tips to help asset managers express their values beyond performance
- Jean-Francois Hirschel - Chief Executive Officer and Founder, H-Ideas, RIBI
- Stephane Corsaletti - Chief Investment Officer, Allfunds
- Mario Unali - Senior Portfolio Manager, Member of the Investment Committee, Kairos Partners
- Anne-Valère Amo - Head of ETF Selection & Strategies, Trackinsight
- Bernard Aybran - Head of DPM & Funds, CMB Monaco
- Lars Kalbreier - Global CIO, Private Banking, Edmond de Rothschild
- Kelly Berkanish - Executive Director | Global Partnerships, UBS
- John O’Toole - Global Head of Multi-Asset Solutions, Amundi
- Andrew Beer - Co-Founder & Managing Member, Dynamic Beta investments LLC
- Michael Steingold - Director, Private Markets, Russell Investments
Creating solutions to meet growing demands for private market strategies in the wealth portfolio – new GP innovation, end to end infrastructure and B2C platforms
- Justina Deveikyte - Director, European Institutional Research, Cerulli Associates
- Tom Slocock - Managing Director, Head of International Product Development & Structuring, iCapital
- Jose Cosio - Global ex US Head of Intermediary Distribution, Neuberger Berman
- Lata Vyas - Senior Vice President, Head of Product, Alternative Fund Services, Brown Brothers Harriman
- Peter Beske Nielsen - Partner, EQT Partners
Maximising distribution opportunities for investment managers of developing private markets propositions
- Oded Weiss - Managing Director, Temenos Multifonds
- Alexis Vasquez Meissner - Managing Director, Global Co-Head, Platform Sales, Markets & Securities Services, HSBC
- Kathrin Jung - Director, Head of Real Estate Portfolio Management Key Accounts, Universal Investment
- Andrew Summers - Head of Alternative Investments Investment & Research Office, Investec Wealth & Investment
- David Genn - CEO, Goji
Top LPs and GPs on how can we safely set up and integrate private markets into HNW, retail & savings culture?
- Justina Deveikyte - Director, European Institutional Research, Cerulli Associates
- Francesco Grosoli - CEO, CMB Monaco
- Christophe Baviere - CEO, Eurazeo
- Gaetan Aversano - MD, Deputy Head, Private Markets Group, Union Bancaire Privee UBP
- Bill Gourlay - Managing Director, Independent Consultants Network
ESG and transition data underpinning your entire business– Where are we now? Learn from best investor and provider practice around the world and understand how to integrate ESG into your operating model and risk framework
- Thomas Kuh - Head of ESG Strategy, Morningstar Indexes
- Belinda Gan - ESG Investment Director, Capital Group
- Pat Sharman - Country Managing Director, UK, CACEIS
- Sophie Devillers - Head of Sustainable Finance for Securities Services, BNP Paribas
What are the risks and benefits of re-labelling from an operational perspective?
- Davina Goodall-Smith - Chief Operating Officer, EMEA, Nikko Asset Management Group
- Detlef Glow - Head of Lipper EMEA Research, Refinitiv, an LSEG Business
Data analytics and global automation best practice and new solutions
- Bill Gourlay - Managing Director, Independent Consultants Network
- Paul Ronan - CTO, FE Fund info
- Arne Martin Moen - Chief Operating Officer - Head of Investment Operations & Technology, Storebrand Asset Management
- Mike Kendall - Director of Global Product Strategy,, SS&C
- Laura Clarke OBE - CEO, Client Earth
- Fiona Frick - Managing Partner, Circe Invest
- Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times
- Amin Rajan - Chief Executive Officer, CREATE-Research
- Åsa Norrie - CEO Europe & Regional Head of Distribution, Principal Asset Management
Voice Equity- Leaders of D&I best practice beyond buzzwords where culture equals business relevance
CEOs are galvanising on the imperative of driving D&I to build resilient, relevant businesses of the future. Creating efficiencies and transparency to drive genuine corporate diversity that investors want to see.
Across gender, social mobility, inclusion we are taking soundings about where are we now and what needs to be done across different organisations.
- Lorrie Gordon - Partner, BBH Investor Services
- Jacqueline Taiwo - CEO, Black Women in Asset Management
- Ric van Weelden - Senior Partner, Diversity Project Europe
- Isabelle Bourcier - CEO, HSBC Asset Management, France
- Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times
- Emine Dzhaparova - First Deputy Minister of Foreign Affairs, Government of Ukraine
- Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times
Meet the leading entrepreneurs and investors at the forefront of one of the world’s biggest reconstruction opportunities, Ukraine
- - Post-war reconstruction
- - Reparations from Russian Federation
- - Clean energy and agro-tech projects
- - Technology for war and peace
- - Developing a diverse economy
- - Ukraine’s high-tech identity
- - Structuring vc and private equity projects
- - Investing in Ukraine’s future
- Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times
- Viktoria Repa - Founder, BetterMe
- Olga Afanasieva - Digital Innovation Leader, ELEKS
- Anna Babych - Partner, AEQUO
- Anna Tutova - CEO, Coinstellergram
- Roman Nikitov - Head, ICU Ventures
Understanding preferences for different ESG solutions among Nordic fund selectors
- Niklas Tell - Chief Content Officer, Tell Media Group
- Georg Skare Lund - Investment Director External Funds, Storebrand
- Susanne Bolin Gartner - Head of Manager and Fund Selection, Danske Bank
- Mikael Haglund CAIA - Head of Manager Research, SEB
- Love Nordström - Head of Manager Research, Swedbank
- Simon Weiler - Managing Partner, e-fundresearch.com
- Mikael Safrana - Head of Advisory, Banque Heritage
- Gerhard Beulig CFA - Senior Professional Fund Manager, Erste Asset Management GmbH
- Vera Fehling - Head of Liability Driven Investments, DWS
Family offices and perspectives on liquid versus non-liquid investments, private markets, ESG and more
- Markus Hill - Independent, Asset Management Consultant
- Martin Friedrich - CIO, Lansdowne Partners Austria
- Florian Schmitt - Head, Schmitt Family Office
- Demir Bektic - Head of Portfolio Management, FINVIA
Exploring infrastructure as the investment opportunity in Europe
- Camille Biancheri - Research Analyst, Cape Capital
- Michael Steingold - Director, Private Markets, Russell Investments
- Charles Hamieh - Managing Director, Portfolio Manager, ClearBridge Investments
- Jean-Hugues de Lamaze - Managing Director, Senior PM, Head of UK, Ecofin
- Oriana Bastianelli - Portfolio Manager of Kairos Equity Yield Fund, Kairos Partners
Valuation is currently misaligned to reality. Find out how fund buyers are changing their allocations to private markets and how managers are creating more transparency
- James Williams - Founder, GreenLion Media
- Matthew Couch - CFO, Triton Partners
- Naoki Ohta - Investment Committee Member and part of the Diversified Alternative Equities team, Barings
- Katherine Hill Ritchie - Senior Director, Venture Funds and Director & Board Member, TEDCO/Nottingham Spirk Family Office
From UHNW to mass affluent how are different wealth managers approaching the private markets opportunity?
- Agnes Lossi - Partner, Indefi
- Jessica Sellam - Managing Director – Head of business development and Private assets, Rothschild & Co Wealth Management
- Fabrice Garnier - Head of Investment Solutions, Pictet Wealth Management
- Nicolas Moussavi - Head of External Investment Solutions, Societe Generale
- Keissa Baudrin - Head of Strategy & Development, Natixis Wealth Mangement
Innovators present their thought-leadership in 5 minutes followed by 4 minutes Q&A
1. 16.31 - 16. 40 - Aggregation of marginal gains -making incremental changes and improvements to portfolio implementation
Logan Hilkin, Director, EMEA Customised Portfolio Solutions, Russell Investments
2. 16.41 - 16.49 - Operating model and services: Efficiencies in tax and disclosures
Rosheen Dries, Partner, EY
3. 16.50 -59 - Strategies for creating a winning investor experience
Ross Kittely, Strategic Director, Paragon
4. 17.00 - 17.09 - Combining climate data sets to focus on climate related risk
Justin Kew, Senior ESG Analyst, BAM Funds
5. 17.10 -17.19 - The balancing act of investment strategies, structures and tax changes: finding security in complexities
Caroline Askkboos, Global Head of Custodian Products, WTax
6. 17.20 - 17.29 tbc
- Bill Gourlay - Managing Director, Independent Consultants Network
- Logan Hilkin - Director, EMEA Customised Portfolio Solutions, Russell Investments
- Ross Kittlety - Strategic Director, Paragon
- Justin Kew - Senior ESG Analyst, Balyasny Asset Management
- Rosheen Dries - Partner, EY
- Caroline Ashkboos - Global Head of Custodian Products and Head of Risk Oversight, WTax
Informal discussions on latest ideas, join a table or move around freely as you wish
- Table 1 - Behavioural analytics: - Clare Flynn Levy, Founder & CEO, Essentia Analytics
- Table 2 - ESG & the retail investor - Wava Bodin, CEO, Fundrella & Georges Bock, CEO, Moniflo
- Table 3 - Strategies for creating a winning investor experience - Ross Kittely, Strategic Director, Paragon
- Table 4 - Technology innovation in fund selection - Oren Kaplan roundtable; Juan Manuel Casadeval, Ursula Nitschke Giacomo Potena , Joao Frasco, Chief Investment Officer, STANLIB Multi-Manage
- Clare Flynn Levy - CEO and Founder, ESSENTIA ANALYTICS
- Wava Bodin - CEO & Founder, Fundrella AB
- Georges Bock - Founder and CEO, Moniflo
- Ross Kittlety - Strategic Director, Paragon
- Oren Kaplan - Partner, Magnifi
- Juan Manuel Vicente Casadevall - Director, FondosDirecto Sistemas SL
- Karen Wendt - Author & advisor taxonomy-compliant investment, ECCOS Impact GmbH
“PHISH & CHIPS”—WHOSE AI WILL BE TRUSTED WEALTH IN A 4IR CYBER AGE?
CEOs seek to strategically position for a post-private-crypto and fiat currency world.
We will explore these topics, and more, using business war gaming tools and techniques to generate actionable scenarios and implications
Conclusions and commentary to be shared at CEO dinner
- Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital
With Conclusions of the CEOs Business War Game – The Great Monetary System Reset – What will you do?
- Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital