IMpower and FundForum - Day 1Tuesday, 27 June 2023 - CET/CEST (Cent Europe Summer, GMT+2)

Day 1 Breakfast Briefing

07:30 - 08:2050 mins

Networking

Registration, morning networking break and refreshments

07:55 - 08:2025 mins

Fund Buyer Breakfast Briefing

Fund Selector Breakfast Briefing - What an Article 9 Fund looks like: How to do ESG In Emerging Markets

08:00 - 08:2020 mins

Breakfast Briefing

Breakfast Briefing - Black Women in Asset Management

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 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, 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

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 - 13:0075 mins

IMpower CEO Club Networking (Investment Manager - Invitation only)

Leadership & top team strategy from experts outside of the industry

Nina Schick - Generative AI Expert, Geopolitical Advisor, Author, The Era of Generative AI
James Pomeroy - Global Economist, Global Research, HSBC
Omar Ali - Managing Partner, EMEIA Financial Services, EY

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

12:25 - 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

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 Watanyar, - Mathematics teach 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 - Acting CEO Swedish Fund Selection Agency, Swedish Premium Pension System
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 - Acting CEO Swedish Fund Selection Agency, Swedish Premium Pension System
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

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
Belinda Gan - Head of ESG, Capital Group
Rasmus Bessing - Managing Director, COO, PFA Asset Management

15:00 - 15:2020 mins

1. IMpower Leaders Mainstage

Fireside chat: What does best practice ESG look like across the value chain?

Davina Goodall-Smith - Chief Operating Officer, EMEA, Nikko Asset Management Group

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 - 15:3020 mins

5. Operations & Data

Fireside chat: What does best practice ESG look like across the value chain?

Davina Goodall-Smith - Chief Operating Officer, EMEA, Nikko Asset Management Group

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

15:20 - 15:5030 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

15:30 - 15:5020 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)

Too hot touch – institutional and family office perspectives on semi liquid assets

Mark Northway - Investment Manager, Sparrows Capital

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

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

Private wealth and private markets: From UHNW to mass affluent how are different wealth managers approaching the private markets opportunity?

Agnes Lossi - Partner, Asset Management Practice, Indefi
Jessica Sellam - Managing Director – Head of business development and Private assets, Rothschild & Co Wealth Management
Francesco Grosoli - CEO, CMB Monaco

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

IMpower and FundForum - Day 1Tuesday, 27 June 2023 - CET/CEST (Cent Europe Summer, GMT+2)

IMpower and FundForum - Day 1Tuesday, 27 June 2023 - CET/CEST (Cent Europe Summer, GMT+2)

Get the latest event updates