This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

IMpower Incorporating FundForum
27-28 June 2023
The Grimaldi ForumMonte Carlo, Monaco
Book Now
Menu
Book
keyboard_arrow_right

IMpower and FundForum - Day 1 - CET/CEST (Cent Europe Summer, GMT+2)

keyboard_arrow_leftSearch & Filter
search

IMpower and FundForum - Day 1 - CET/CEST (Cent Europe Summer, GMT+2)

search
Day 1 Breakfast Briefing
07:30 - 08:1040 mins
Networking
Registration, morning networking break and refreshments
    07:45 - 08:2035 mins
    Fund Buyer Breakfast Briefing
    Fund Selector Breakfast Briefing – Focus on the UN’s Sustainable Development Goals in Emerging Markets – Why, Which, and How?
    • Chris Perryman - Portfolio Manager, Head of Trading, Emerging Markets Fixed Income London, PineBridge Investments
    08:20 - 08:255 mins
    1. IMpower Leaders Mainstage
    Chair's welcome
      08:25 - 09:0035 mins
      1. IMpower Leaders Mainstage
      Keynote: The Era of Generative AI and The Infocalypse– the impact on financial services , the wider economy and society
      • Sanjiv Sawhney - Managing Director, Global Head - Client Coverage, Securities Services, Citi
      • Nina Schick - Generative AI Expert,  Geopolitical Advisor, Author, The Era of Generative AI
      09:00 - 09:3030 mins
      1. IMpower Leaders Mainstage
      Leader perspectives on unblocking the ways to enabling life-long financial wellbeing for our customers: How are we going to identify and act on the global risks we can and cannot see impacting our end-customers financial wellbeing?
      • Sylvia Pozezanac - CEO, Redington
      • Sonja Laud - Chief Investment Officer, LGIM
      • Emily Portney - CEO, Asset Servicing, BNY Mellon
      09:30 - 09:4010 mins
      1. IMpower Leaders Mainstage
      Part one - What are the seven trends shaping the investment management industry transition 2023 EY Briefing
      • Hermin Hologan - EMEIA Wealth & Asset Management Leader, EY
      09:40 - 10:1030 mins
      1. IMpower Leaders Mainstage
      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
      • Julia Hoggett - CEO, London Stock Exchange PLC
      • Pete Cherecwich - President of Asset Servicing, Northern Trust
      • Stefanie Drews - President, Nikko Asset Management
      • Fadi Abuali - CEO, Goldman Sachs Asset Management International
      09:50 - 11:0070 mins
      Rethink Tank A - Operations & Data
      Best practice solutions for sustainable product development in Europe and UK – From UK SDR to EU Article 8 & 9
      • Benjamin Reed-Hurwitz - EMEA Research Leader, ISS Market Intelligence
      • 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
      09:50 - 10:2535 mins
      Rethink Tank B - Investment Solutions
      Investment leaders macro-overview x 4 Global macro and uncertainty: Where will the new fat-tails come from –global perspectives from leading investors
      • 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
      10:10 - 10:4030 mins
      1. IMpower Leaders Mainstage
      How are leaders rethinking the optimum way that technology can augment decision-making: How to protect the business and investors more effectively in complex markets with many unknowns
      • Joe Saliba - Deputy Chief Executive Officer, CACEIS
      • Philippe Seyll - Chief Executive Officer, Clearstream Fund Services
      • Michael Reinhard - CEO, Universal Investment
      10:25 - 11:0035 mins
      Rethink Tank B - Investment Solutions
      What will future asset allocation look like? Understanding 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, LGIM
      • Niklas Ekvall - CEO, Fourth Swedish National Pension Fund (AP4)
      10:40 - 11:0020 mins
      1. IMpower Leaders Mainstage
      Investment Manager Leader of the Year 2023
      • Hanneke Smit - CEO, BNY Mellon Investment Management
      11:00 - 11:4545 mins
      Networking
      Networking break and refreshments
        11:00 - 11:3030 mins
        The Hub (exhibition stage and networking area)
        Supporting Innovation & Talent
          11:00 - 11:3030 mins
          IMpower CEO Club Networking (Investment Manager - Invitation only)
          The Leaders Club – By Invitation Only
            11:45 - 11:5510 mins
            1. IMpower Leaders Mainstage
            What gets companies to match climate words with proven actions? The rise of climate and human rights litigation in creating systemic change for good
            • Jamie Broderick - Deputy Chair, Impact Investing Institute
            • Laura Clarke OBE - CEO, Client Earth
            11:45 - 12:0520 mins
            IMpower CEO Club Networking (Investment Manager - Invitation only)
            Keynote in the boardroom: Generative AI and your business – A terrifying prospect or tremendous opportunity?– Leaders SWOT Analysis for CEOs from investment management
              11:45 - 12:2540 mins
              2. FundForum Distribution
              The future of distribution - What radical innovations are transforming distribution models and reshaping the future of money and wealth management?
              • 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 - CCO, MFEXbyEuroclear
              • Varun Atre - Chief Product Officer, Calastone
              11:45 - 12:2540 mins
              3. Investment Solutions - Macro
              Super Session - Investment Solutions Leaders: Where are top investors finding growth in a deglobalised, high interest rate, high inflation environment and how iis changing portfolio construction?
              • Justin Onuekwusi - Head of Retail Investments, EMEA, Legal & General Investment Management (LGIM)
              • Seema Shah - Chief Global Strategist, Principal Asset Management
              • Christophe Boucher - CIO and Managing Director, ABN AMRO Investment Solutions
              • Valentijn van Nieuwenhuijzen - CIO, Head of Sustainable Public Investing, GSAM
              11:45 - 12:2540 mins
              5. Operations & Data
              Super Session - Operational Innovation when building a new operating model: Key trends in investment operations for 2023 and beyond – Using digital to enhance revenue and take a client centric approach How are heads of business driving innovation to better execute digital transformation strategies and create important marginal gains?
              • Elisa Alonso Sanz - COO (Chief Operating officer) & Managing Director, ABN AMRO Investment Solutions
              • Gary Paulin - Head of Global Strategic Solutions, Northern Trust
              11:55 - 12:2530 mins
              1. IMpower Leaders Mainstage
              CEOs on how this impacts the next evolution of investment?
              • 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
              12:05 - 12:4540 mins
              IMpower CEO Club Networking (Investment Manager - Invitation only)
              Surfacing themes from the earlier keynote address
              • James Pomeroy - Global Economist, Global Research, HSBC
              • Nina Schick - Generative AI Expert,  Geopolitical Advisor, Author, The Era of Generative AI
              • Omar Ali - Managing Partner, EMEIA Financial Services, EY
              12:25 - 13:0035 mins
              1. IMpower Leaders Mainstage
              Building a global investment management business fit for the future: 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
              • .Alexandra Altinger - CEO, UK, Europe, Asia, JO Hambro Capital Management
              • Joe Pinto - CEO, M&G Group Ltd
              • David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
              12:25 - 13:0035 mins
              2. FundForum Distribution
              How the leaders of top financial institutions and private banks are re-thinking partnerships and third party relationships
              • Fabrizio Zumbo - Associate Director - European Asset Management Research, Cerulli Associates
              • Gregory Toskos - Managing Director, Global Head of Partnerships, UBS Global Wealth Management
              • Francesco Grosoli - CEO, CMB Monaco
              • Jean-Christophe Rochat - Chief Investment Officer, Group Managing Director, Banque Heritage SA
              • José Martínez-Sanjuán - Global Head of Fund Selection, Santander Private Banking
              • Giorgia D’Anna - Head of Global Strategic partners, BNP Paribas Asset Management
              12:25 - 13:0035 mins
              3. Investment Solutions - Macro
              Private Markets Thinktank - Why should we ever bother with Private Markets in private wealth? The views of top LPs and private wealth investors in private markets and lliquids in the portfolio
              • Mario Giannini - CEO, Head of EMEA, HamiltonLane
              • Jan-Marc Fergg - Global Head of Wealth Products & Services, HSBC RBWM
              • Robert Mullane - Head of Alternative Capital Markets, Goldman Sachs
              • Shenal Kakad - Head of SSG Private Markets, Barclays Private Bank
              12:25 - 13:0035 mins
              5. Operations & Data
              Keeping pace with the rapid evolution of product and investment strategies through operational transformation – Where and when can you use scalable technology solutions?
              • Alain Mandy - Managing Director and Chief Transformation Officer, Wellington Management
              • Simon Brown - Senior Vice President, Head of Alpha Platform Sales for EMEA, State Street
              13:00 - 14:3090 mins
              Networking
              Networking break and lunch
                13:10 - 14:2070 mins
                Women Mean Business Lunch
                Escape from the jaws of the Taliban: How the Womens’ Digital Dunkirk network is rescuing at risk Afghan womens’ rights activists and their allies to bear witness and To continue pushing for women’s and girls’ rights
                • Athifa Wathanyar - Mathematics teacher and Medical Student, Afghan Women’s Rights Freedom Fighter
                • Laura Deitz - Co-Founder & Chief of Strategy, Task Force Nyx
                13:50 - 14:1020 mins
                The Hub (exhibition stage and networking area)
                Too hot to touch: Fund manager selection and due diligence - – 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
                • Jean-Christophe Rochat - Chief Investment Officer, Group Managing Director, Banque Heritage SA
                14:10 - 14:3020 mins
                The Hub (exhibition stage and networking area)
                An informal audience with … our outside of industry keynote Your chance to ask burning questions
                • Nina Schick - Generative AI Expert,  Geopolitical Advisor, Author, The Era of Generative AI
                14:30 - 15:0030 mins
                1. IMpower Leaders Mainstage
                The latest evolutions in how technology is facilitating access for new customers and demographics needed to progress the purpose of the industry
                • Martin Gilbert - Chairman, Revolut, AssetCo and Toscafund
                14:30 - 15:1545 mins
                IMpower CEO Club Networking (Investment Manager - Invitation only)
                Meet the instituional investment leaders
                • Dr. Oliver Roll - Founder, 4AlphaDrivers
                • Erik Fransson - Executive Director, Swedish Fund Selection Agency
                • Elena Manola-Bonthond - CIO, CERN Pension Fund
                • Joachim Köhne PhD - Head of Treasury, Hamburger Sparkasse (HASPA)
                14:30 - 15:0030 mins
                2. FundForum Distribution
                Demographics and the battle of Millennial versus Boomer priorities: What happens to savings, investment and retirement in different demographics from aging Japan to those in a youth-driven cashless society?
                • David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
                • Gillian Hepburn - Head of UK Intermediary Solutions, Schroders
                • Alex Hoctor Duncan - CEO, River and Mercantile
                • Sumit Mehta - Head of Strategy, Legal & General Retirement
                • Veronique Morel-Kane - Senior Wealth Manager & Branch Principal, Raymond James
                14:30 - 15:0030 mins
                4. Investment Solutions - Private Markets
                Private Markets Leaders - Private Markets for Private Wealth CEOs
                • Furio Pietribiasi - Chief Executive Officer, Mediolanum Asset Management Ltd
                • David Jeffrey - Partner, Head of Europe, StepStone Group
                • Silvana Chilelli - CEO, Eurizon Capital Real Asset
                • Dik van Lomwel - CEO, Neuberger Berman Europe Ltd
                • Karine Litou - Global Head of Product & Solutions Private Capital for Securities Services, BNP Paribas
                14:30 - 15:1040 mins
                5. Operations & Data
                ESG & Transition data - Learning from best investor and provider practice around the world: ESG data evolution underpinning your entire business– Where are we now?
                • Tom Kuh - Head of ESG Strategy, Morningstar Indexes
                • Rasmus Bessing - Managing Director, COO, PFA Asset Management
                • Belinda Gan - Head of ESG, Capital Group
                • Pat Sharman - Country Managing Director, UK, CACEIS
                • Sophie Devillers - Head of Sustainable Finance for Securities Services, BNP Paribas
                15:00 - 15:3030 mins
                1. IMpower Leaders Mainstage
                Business Model Innovation: Is technology going to provide the baseline beta in the future? How then do active managers deliver distinct, consistent, differentiated alpha?
                • Ben Phillips - Head of Asset Management Global Advisory Services, Broadridge
                • Åsa Norrie - CEO Europe & Regional Head of Distribution, Principal Asset Management
                • Marie Dzanis - CEO and Head of Asset Management, EMEA, Northern Trust
                15:00 - 15:3030 mins
                2. FundForum Distribution
                The role of brand in manager selection - 10 top tips to help asset managers express their values beyond performance
                • Stephane Corsaletti - Chief Investment Officer, Allfunds
                • Olivier Raingeard de la Blétière - Chief Investment Officer - Banque Neuflize OBC & Global Head of Equity - ABN Amro Group, Banque Neuflize OBC
                15:00 - 15:3030 mins
                4. Investment Solutions - Private Markets
                Democratisation of private markets: 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 - Associate Director, European Institutional Research, Cerulli Associates
                • Jose Cosio - Global ex US Head of Intermediary Distribution, Neuberger Berman
                • Tom Slocock - Managing Director, Head of International Product Development & Structuring, iCapital
                15:10 - 15:4030 mins
                5. Operations & Data
                Business Model Innovation: Is technology going to provide the baseline beta in the future? How then do active managers deliver distinct, consistent, differentiated alpha?
                • Ben Phillips - Head of Asset Management Global Advisory Services, Broadridge
                • Åsa Norrie - CEO Europe & Regional Head of Distribution, Principal Asset Management
                • Marie Dzanis - CEO and Head of Asset Management, EMEA, Northern Trust
                15:15 - 16:0045 mins
                IMpower CEO Club Networking (Investment Manager - Invitation only)
                Meet the private markets CEOs
                • David Jeffrey - Partner, Head of Europe, StepStone Group
                • Silvana Chilelli - CEO, Eurizon Capital Real Asset
                • Mario Giannini - CEO, Head of EMEA, HamiltonLane
                • Furio Pietribiasi - Chief Executive Officer, Mediolanum Asset Management Ltd
                15:30 - 16:0030 mins
                1. IMpower Leaders Mainstage
                Global perspectives from Asia to North America
                  15:30 - 16:0030 mins
                  2. FundForum Distribution
                  Private banks and discretionary fund management and the growth of new model portfolios and mandates
                  • Lars Kalbreier - Global CIO, Private Banking, Edmond de Rothschild
                  • Bernard Aybran - Head of DPM & Funds, CMG Monaco
                  • Kelly Berkanish - Executive Director | Global Partnerships, UBS
                  • John O’Toole - Global Head of Multi-Asset Solutions, Amundi S&S
                  15:30 - 16:0030 mins
                  4. Investment Solutions - Private Markets
                  Maximising the business distribution opportunities for investment managers of developing private markets propositions - Overcoming key technical challenges around achieving the same access, oversight, liquidity and transparency as normal equities
                  • 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
                  15:40 - 16:0020 mins
                  5. Operations & Data
                  Future proofing the back and middle office - Technology and automation best practice and new solutions
                  • Paul Ronan - CTO, FE Fund info
                  16:00 - 16:3030 mins
                  Networking
                  Afternoon networking break
                    16:00 - 16:3030 mins
                    The Hub (exhibition stage and networking area)
                    The elephant in the room – PE Valuations and the denominator effect
                    • James Williams - Founder, GreenLion Media
                    • Mattias de Beau - Partner, Primary Investments, Adams Street Partners
                    16:30 - 17:0030 mins
                    1. IMpower Leaders Mainstage
                    Voice Equity- IMPower Women Mean Business Project - Leaders of D&I best practice beyond buzzwords: CEOs are galvanising on the imperative of driving D&I to build resilient, relevant businesses of the future – hear from current and next generation leaders about what next and how to get there
                    • Lorrie Gordon - Partner, BBH Investor Services
                    • Helena Morrissey DBE - Non-executive director of St. James’s Place Wealth Management & Foreign, Commonwealth and Development Office & Founder, 30% Club
                    • Jacqueline Taiwo - CEO, Black Women in Asset Management
                    16:30 - 17:3060 mins
                    IMpower CEO Club Networking (Investment Manager - Invitation only)
                    Special experiential Session - Investment Manager Leaders Business War Games
                    • Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital
                    16:30 - 17:0030 mins
                    2. FundForum Distribution
                    Suitability: What do investors actually want?  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
                    16:30 - 17:0030 mins
                    4. Investment Solutions - Private Markets
                    Too hot touch: Institutional and family office perspectives on semi liquid assets – risks and opportunities in private markets secondaries
                    • Mark Norbury - Managing Director, Member of Investment Committee, Scenic Management
                    16:30 - 17:1545 mins
                    5. Operations & Data
                    Operations and technology new research insights: Hot off the press innovations transforming the operating model and service efficiencies
                    • Logan Hilkin - Director, EMEA Customised Portfolio Solutions, Russell Investments
                    17:00 - 17:3030 mins
                    1. IMpower Leaders Mainstage
                    Culture equals business relevance: Creating efficiencies and transparency to drive genuine corporate diversity that investors want to see
                    • Ric van Weelden - Senior Partner, Diversity Project Europe
                    • Isabelle Bourcier - CEO, HSBC Asset Management, France
                    17:00 - 17:3030 mins
                    2. FundForum Distribution
                    DACH Fund Buyers
                    • Simon Weiler - CEO, Efundresearch
                    17:00 - 17:3030 mins
                    4. Investment Solutions - Private Markets
                    Infrastructure & Public and Private Markets - Exploring as an investment opportunity in Europe
                    • Michael Steingold - Senior Research Analyst, Russell Investments
                    • Mario Unali - Senior Portfolio Manager, Member of the Investment Committee, Kairos Partners
                    • Jean-Hugues de Lamaze - Managing Director, Senior PM, Head of UK, Ecofin
                    17:15 - 17:4530 mins
                    5. Operations & Data
                    Innovation roundtable discussion
                      17:30 - 18:0030 mins
                      1. IMpower Leaders Mainstage
                      If I was CEO.... Hearing from the winners of the 4th IMpower/ WIAS Voice Project.
                      • Kate Webber - Head of Product Strategy, Northern Trust Asset Servicing
                      17:30 - 18:0030 mins
                      2. FundForum Distribution
                      Innovations in Third Party Marketing strategy, evolution and insight
                      • Jamie Hammond - CEO, iM Global Partner
                      • Alexandra Daly - CEO, AA Advisors
                      • Cristina Rubio - Partner, Senior Relationship Manager, Capital Strategy Partners
                      • Paul Price - CEO, Haven Green Capital Partners
                      17:30 - 18:0030 mins
                      4. Investment Solutions - Private Markets
                      The elephant in the room – PE Valuations and the denominator effect
                      • James Williams - Founder, GreenLion Media
                      18:00 - 18:055 mins
                      Chair's closing remarks
                        18:15 - 20:00105 mins
                        Networking
                        IMpower incorporating FundForum drinks reception hosted by Caceis
                          19:30 - 21:0090 mins
                          IMpower CEO Club Networking (Investment Manager - Invitation only)
                          Leaders Club Big Ideas Exclusive Dinner - Investment Manager CEOs by invitation only
                          • Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital
                          NextIMpower and FundForum - Day 2
                          Filter
                          Streams
                          Choose Day