Main Conference, Day 1, Tuesday 25th June 2024 - CET/CEST (Cent Europe Summer, GMT+2)
Meet outside of the Grimaldi Forum for a beautiful early morning run around the harbour and up through the Botanic Gardens to the viewpoint and back
- Maria Cantillon - Managing Director, Securities Services UK & MEA Cluster Head, Citi
- Karima Haywood - Editor in Cheif, IMpower
- Jenny Adams - Global Executive Producer, IMpower FundForum
Geopolitics, The Presidential Race and the Space Race - An Economic Revolution in Motion
- Dr Pippa Malmgren - Geopolitician, Washington DC insider and geopolitical strategic influencer
What new active, passive or alternative thematic solutions and partnerships will provide long term value for our customers?
A discussion in two parts.
Part One - New opportunities and threats for investment leaders
- Yuri Bender - Editor, FT PWM
- Sonja Laud - Chief Investment Officer, LGIM
- Xiao Cui - Senior Economist, Pictet Wealth Management
- Pete Cherecwich - President of Asset Servicing, Northern Trust
What new active, passive or alternative thematic solutions and partnerships will provide long term value for our customers?
A discussion in two parts.
Part 2 - The Private Bank CIOs Respond
- Yuri Bender - Editor, FT PWM
- Edmund Shing - Global Chief Investment Officer, BNP Paribas Wealth Management
- Georgios Leontaris - Managing Director, Chief Investment Officer - Switzerland and EMEA, HSBC Private Bank
- Elizabeth Lumley - All-round Fintech Expert, Deputy Editor, The Banker, an FT Publication
- Tarek Chouman - Managing Director, Global Head of Aladdin Client Business, BlackRock
- Philippe Laurensy - Head of Group Strategy, Product Management and Innovation, Euroclear
- Markus Egloff - MD, Head of KKR Global Wealth Solutions, KKR
- Stephanie Drescher - Partner, CPS and Head Global Head of Wealth Management Solutions, Member Leadership Committee, Apollo
- George Szemere - Head of Alternatives EMEA Wealth Management, Franklin Templeton
- Robert Mullane - Head of the EMEA Alternative Capital Markets Group, Goldman Sachs
- Marco Bizzozero - Head of International & Member of the Executive Committee, iCapital
- Karin van Baardwijk - Chief Executive Officer, Chair of the Executive Committee, Robeco
- Richard Bruyere - Managing Partner, INDEFI
Special focus on most impactful European regulatory updates around retail protection and other major themes
- Elizabeth Lance - Assistant General Counsel, ICI Global
- Stéphane Janin - Global Head of Regulatory Developments and Public Affairs, AXA Investment Managers
- Stevens Kelly - Head of Compliance & Risk, Artisan Partners Europe
- Magali Vercesi - General Secretary, CCAF Commission de Controle des Activites Fiancieres, Monaco
- Mike Hughes - Global Head of Fund Services, Citi
- Gail Weiss - Global Chief Operating Officer, Investments, Aon Trust Company
- James Lowry - Chief Operations Officer, Janus Henderson Investors
- Rachel Lindley - Strategic Consultant, RWS
From Crypto-related ETF funds to digital asset hedge funds New thinking around bridging innovation and investment strategies
- Julien Scatena - Head of Marketplace, TrackInsight
Part 2: New thinking around bridging innovation and investment strategies
- Laurent Kssis - Board Member, Issuance.Swiss AG
- Bruno Sousa - Partner, Head of US & Europe, Hashdex
- Sina Meier - MD - Head of Switzerland and Strategic Relations and Middle East,, 21 Shares
- James Butterfill - Head of Research, Coinshares
Session runs 10.50 - 11.30
Democracy in the balance: US elections, global risk- How can the industry anticipate and protect itself and investors?
An exclusive peer to peer opportunity with our renowned morning keynote
- Dr Pippa Malmgren - Geopolitician, Washington DC insider and geopolitical strategic influencer
- Maria Cantillon - Managing Director, Securities Services UK & MEA Cluster Head, Citi
- John Emerson - Vice Chairman, International, Former US Ambassador to the Federal Republic of Germany, Capital Group
- Omar Ali - Regional Managing Partner, EMEIA Financial Services and Global Financial Services Leader elect, EY
Creating competitive advantage across the value chain and building new ecosystems to support strong differentiation and value to investors
- Hermin Hologan - EMEIA Wealth & Asset Management Leader, EY
What does the most successful wealth and asset management business of the future look like?
- Hermin Hologan - EMEIA Wealth & Asset Management Leader, EY
- Alan Flanagan - Global Head of Client Coverage, Asset Servicing, BNY
- Massimo Tosato - Chairman of the Board, M&G Group
- Daniel Gamba - President, Northern Trust Asset Management
- Bettina Ducat - Co-CEO, LOIM
Myth busting around tech and the growth-mindset: What are the best ways to use technology to support your strategic growth goals without getting stuck in legacy systems?
Technology enhancements can reduce costs but also help drive new revenue streams and competitiveness B2B and B2C.
We can’t do everything so where should we focus to build the best new business – defining opportunities using AI, cloud, blockchain, machine learning or tokenisation?
In this session we look at such themes as the impact of changing demand B2B2C, AI as critical enabler reconnecting a siloed industry; the role of tech in emerging fund personalisation and tokenisation as a way to facilitate distribution.
- Joseph Saliba - Deputy CEO, CACEIS
- David Logan - Head, EMEA and Global Head of Business Operations, Columbia Threadneedle
- Rinesh Patel - Global Head of Industry, Financial Services, Snowflake
- Philippe Seyll - CEO, Clearstream Fund Services
- Carolina Minio-Paluello phD - Former CEO, Arabesque AI, AI Expert and Tech Innovator
Showing strong leadership around the transition to the low carbon economy and stakeholders’ wider E, S & G goals despite geopolitical headwinds
New research(5 minutes) and moderation: Sylvia Pozezanac, CEO, Redington
- Sylvia Pozezanac - CEO, Redington
- Vincent Hamelink - CEO, Candriam
- Mark Versey - Chief Executive Officer, Aviva Investors
- Emmanuelle Mourey - CEO, LBP AM
- Stephanie Ortbals-Tibbs - Founder, Soundcheck Communications Consulting
Part one: New research - Where’s the money going?
Part two: Panel focusing on the rise of tech platforms as passive building blocks, active ETFs and future customisation across all product lines
- Benjamin Reed-Hurwitz - EMEA Research Leader, ISS Market Intelligence
- Matthieu Guignard - CEO Services and Solutions, Distribution and Wealth Division, Amundi
- Paolo Biamino - Head of Client Advisory, Mediobanca Premier
- Florian Foerster - Head of Digital Clients EMEA, Invesco
- Monika Calay - Director, Head of Morningstar's U.K. Manager Research team, Morningstar
Exploring new product and price innovation to retain and build AUM across new customer segments
- Vincent Clause - Global Head of Funds Strategy and Product Expansion, Euroclear
- Diya Luke - Global Head Investment Business, Willis Towers Watson
- David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
- Bernard Aybran - Head of DPM & Funds, CMB Monaco
- Jamie Hammond - CEO, iM Global Partner UK
Investors are shifting preferences for investment solutions so how does this impact partnerships in the light of the megatrends facing the industry such as increased regulation, fee compression, the passive investment boom as well as new private assets solutions for wealth management channels.
- Ryan Johnson - Financial Services Expert, Lloyd Expert
- Antonio Bocchino - International Head of Funds & Relationship Management, J.P. Morgan Private Bank
- Mussie Kidane - CIO, North America Advisors, Pictet
- Ole Rollag - Founder & Managing Principal, Murano
- Julie Koo - MD, Global Head of Partnerships and Relationship Management, Citi Global Wealth
- Graham Dow - Industry Expert, Investment Veteran
- Examining private markets - bubble or bargain?
- Searching for value amid market uncertainty
- Questioning the role of central banks.
- Graham Dow - Industry Expert, Investment Veteran
- Sonja Laud - Chief Investment Officer, LGIM
- Thomas Friedberger - Deputy CEO & Co CIO, Tikehau Capital
- Lori Heinel - Global Chief Investment Officer, State Street Global Advisors
- Philippe Uzan - Deputy CEO, CIO Global Asset Management, IM Global Partner
from EMD to sovereign debt and green bonds where are best opportunities?
- Marianne Dernies - Sub-Advisory Manager, BNP Paribas Asset Management
- Erich Gerth - CEO, RBC BlueBay Asset Management
- Edward Harrold - Investment Director, Capital Group
- Damien Buchet - Chief Investment Officer, Principal Finisterre, Principal Asset Management
- Anders Persson - Chief Investment Officer, Head of Global Fixed Income, Nuveen
Why, what, how?
- Olivier Raingeard de la Blétière - Chief Investment Officer - Banque Neuflize OBC & Global Head of Equity - ABN Amro Group, Banque Neuflize OBC
- Stuart Dunbar - Partner, Baillie Gifford
- Stephanie Butcher - Co-Head of Investments, Invesco
- Luke Barrs - MD, Global Head of Fundamental Equity, Goldman Sachs Asset Management
- Alexandra Daly - CEO, AA Advisors
Are wealth manager CIOs across Europe rethinking the role of private markets in client portfolios? What implications does this shift have on product innovation? What specific expectations towards GPs? To what extent are private banks in Europe willing to engage in partnerships with GPs?
- Agnès Lossi - Partner, Asset Management Practice, Indefi
- Cyril Demaria-Bengochea - Head of Private Markets Strategy, Julius Baer
- Olivier Paccalin - Deputy CEO, Societe Generale Private Banking
- Davide Elli - Chief Executive Officer and General Manager, Fideuram Asset Management SGR
- Gaetan Aversano - MD, Deputy Head, Private Markets Group, Union Bancaire Privee (UBP)
Helping careful asset managers distribute private wealth products to new customer segments
- Justina Deveikyte - Co-Founder, Novantigo
- Jose Cosio - Global ex US Head of Intermediary Distribution, Neuberger Berman
- Salvatore Sberna - Head of Alternative Investments, Azimut Investments
- Lata Vyas - Managing Director, Alternative Funds, Brown Brothers Harriman
- Meliosa O’Caoimh - Ireland Country Head, Northern Trust
- Tarun Nagpal - Founder & CEO, S64
Latest thinking from leading CIOs around the long-term strategic asset allocation of private markets in the traditional portfolio
- Luke Hyde-Smith - Co-Head of Multi -Asset Strategies - Director, Waverton Investment Management
- Jan-Marc Fergg - Global Head of ESG & Managed Solutions, HSBC Global Private Banking & Wealth
- Nicolo Foscari - CAIA - Global Head of Multi Asset Wealth Solutions, Amundi
- Pablo Martin Pascual - Head of Quality Funds, BBVA Asset Management & Global Wealth
- Romina Smith - Head of Continental Europe, Nuveen
- Bill Gourlay - Managing Director, Independent Consultants Network
How is the new operating model delivering long term value through finding new ways of managing data and evolving digital capabilities?
- Bill Gourlay - Managing Director, Independent Consultants Network
- Michael Germano - COO and Head of North America, Newton Investment Management
- Tim Goodhind - CRO, FE fundinfo
- Alison Hollingshead - Investment Management Chief Operating Officer, Jupiter
Off the starting blocks, four new ideas to transform your operating model
Session Format: each speaker has a total of 9 minutes, made up of a 6-minute presentation and 3-minute questions from the moderator and audience. Speakers may use slides if they wish.
11.50-11.59 - Data Quality: Where Data Management meets AI- Ewan Scott, Head of Alpha Technology Platform, EMEA, State Street
12.00 -12.09 - Funds distribution trends - Herwig Temmerman, Partner, BearingPoint
12.10- 12.19 - The rise of tokenization and the lessons for AI - Ania Krzysica, Wealth & Asset Management Technology Consulting Director, EY
12.20-12.29 - The evolution of global customer journeys , Using state of the art technology to drive the evolution of global customer journeys and operational efficiency - Lee Godfrey, Director, Paragon
- Alain Mandy - Asset Management Head of Transformation, Industry Veteran
- Ewan Scott - Head of Alpha Technology Platform, EMEA, State Street, State Street
- Herwig Temmerman - Partner, BearingPoint
- Lee Godfrey - Director, Paragon
- Ania Krzysica - Wealth & Asset Management Technology Consulting Director, EY
Discover agile models that support new asset classes, diversify portfolios, and drive returns
- Robert van Kerkhoff - Head of Securities Services Luxembourg, Ireland & Channel Islands, BNP Paribas
- Thomas Chevalier - Executive Director, Multifonds
- Clayton Heijman - CEO and Founder, Privium Fund Management
- Neil Wise - CCO, Global Head of Sales & RM, Member of the Board, Clearstream Fund Centre
- Dr Pippa Malmgren - Geopolitician, Washington DC insider and geopolitical strategic influencer
- Maria Cantillon - Managing Director, Securities Services UK & MEA Cluster Head, Citi
- Marie Dzanis - Industry Expert, Veteran CEO
- Breda Sullivan - WMIS Head of Depositary, Custody & Banking Services Europe, U.S. Bank
- Diya Luke - Global Head Investment Business, Willis Towers Watson
- Fiona Frick - CEO , Circe Invest
Global leaders from top mega brands and boutiques are delivering differentiation and growth in an age of commoditisation
- Brian Godins - CCO, Calastone
- Joseph Pinto - CEO, M&G Investments
- Ann Prendergast - Senior Managing Director, Head, Europe, State Street Global Advisors, Europe
- Klaus Schuster - CEO, Fiera Capital
- Nick Wright - CEO, Head of Global Investor & Distribution Solutions, SS&C Technologies
- Christophe Caspar - CEO Global Asset Management, Edmond de Rothschild
Profiling the latest thinking around the investment management industry in Monaco. Exploring how the private banking world here is really ahead of the game in thinking how to stay relevant for the next generation of investors.
- Laurence Genevet - CEO, Creative Business Development
- Nicolas Feit - CEO, Societe Generale Private Banking, Monaco
- Serene El Masri - CEO, UBP, Monaco
- Stephanie Ortbals-Tibbs - Founder, Soundcheck Communications Consulting
- Richard Garland - Managing Director, Global Advisor, Ninety One
- Bob Hendriks - CCO, ABN AMRO Investment Solutions
- Hilary Lopez - Head of EMEA Third Party Wealth Business, Goldman Sachs Asset Management
- Guy Foster - Head of Strategy, Brewin Dolphin
- Jaime Martínez - Global Head of Asset Allocation, Wealth Management, BBVA Asset Management
- Stephane Corsaletti - Chief Investment Officer, Allfunds
- Christian Jasperneite - CIO, M.M. Warburg
- Dr Oliver Roll - Founder, 4AlphaDrivers
What do DACH investors want and how to align your offering to break into the market?
German intermediary investors are becoming more eclectic and are looking for a wide range of niche strategies. How can you participate in this boom? In this session we combine the latest research on DACH fund buyer preferences, strategies for optimising distribution opportunities and a case study of a non German asset manager boutique breaking into the market successfully.
- Achim Denkel - Group CEO, CI Fund Solutions AG
- Jenny Andersson - Deputy CEO, Sissener
- Gabriele Hartmann - Member of the Board, Perspektiv AG
- Gillian Hepburn - Commercial Director, Benchmark Capital, Schroders
- Jayne Rogers - Executive Chair, RAM PLC, Chief Group Distribution Officer, Group Executive Committee Wealth & Asset Management, Rathbones PLC
- Veronique Morel - Senior Wealth Manager & Branch Principal, Raymond James
- Nicolas Kopitsis - Head of Intermediary Distribution (APAC and EMEA), PineBridge Investments
- Caroline Connellan - CEO, M&G Wealth
How ETFs are adapting and evolving to offer investors access to timely investments in 2024
- Beverly Chandler - Managing Editor, ETF Express
- Matthew Tagliani - Head of Product and Sales Strategy, EMEA ETFs, Invesco
- Howie Li - Global head of Index and ETFs,, Legal & General Investment Management
- Kenneth Lamont - Senior Research Analyst, Morningstar UK
Part 1: New research - The coming passive revolution in fixed income investing
Part 2: Active ETFs take centre stage - Reshaping portfolios in 2024
Exploring the definition of an active ETF, the key distinctions from traditional passive ETFs, and how their portfolio management flexibility and potential for alpha generation are reshaping investor portfolios.
- Tim Edwards - Managing Director, Global Head of Index Investment Strategy, S&P Dow Jones Indices
- Philippe Uzan - Deputy CEO, CIO Global Asset Management, IM Global Partner
- Paolo Biamino - Head of Client Advisory, Mediobanca Premier
- Ben Ashby - Chief Investment Officer, Henderson Rowe
- Mussie Kidane - CIO, North America Advisors, Pictet
The robo-adviser offering – robo-advisers using ETFs are attracting mass assets – how and why?
- Tony O'Brien - Chief Commercial Officer, U.S. Bank
- Richard Foley - Investment Manager, WH Ireland
- Beverly Chandler - Managing Editor, ETF Express
- Jamie Hammond - CEO, iM Global Partner UK
- Alexandra Daly - CEO, AA Advisors
Private Banks’ Semi-Liquid Product Shelves: Expected changes and preferences for specific fund features or asset manager brands.
Due Diligence Processes: How private banks select semi-liquid private asset funds, importance of ESG integration in these products.
Product Features and Red Flags: The features private banks prioritize in semi-liquid products and potential red flags in currently available semi-liquid funds.
Product Innovation: What changes private banks would like to see in the ‘next wave’ of semi-liquid funds coming to the market?
- Justina Deveikyte - Co-Founder, Novantigo
- Susette Mantzel - Head of Private Market Solutions, BERENBERG
- Jessica Sellam - Managing Director, Rothschild & Co Wealth Management and Asset Management
- Theo Delia-Russell - Deputy Head Private Banking Division and Management Committee, Mediobanca
- Susanne Bolin Gärtner - Former Head of Fund Selection, Danske Bank, Independent expert fund selector
How GPs and LPs overcome the challenges of structuring and servicing the next generation of semi-liquid products
- André Schnurrenberger - Co Founder and Managing Partner, Novantigo
- Peter Beske Nielsen - Partner, EQT Partners
- Alexis Vasquez Meissner - Global Head of Securities Services Sales, HSBC
- Olivia Zitouni - Global Head of Private Assets, CACEIS
- Bernard Aybran - Head of DPM & Funds, CMB Monaco
- André Havas - Asset Allocation Consultant, Alfa Tail
- Ingrid Albinsson - Vice Chairman of the Board & Chairman, Risk Committee, Former CIO, AP7, AP2
- Bill Gourlay - Managing Director, Independent Consultants Network
A fireside chat with leading COOs on establishing robust processes and standards across operations
- Marie Dzanis - Industry Expert, Veteran CEO
- James Ellison - COO, Tenax Capital
- Karen Zachary - COO, Lansdowne Partners LLP
- Lucy Spencer - Chief Risk Officer, UK Private Banking and Wealth, HSBC
- Olivier Bouteille - Chief Client Officer, Amundi Technology
How do we enhance capabilities to deliver client value today
- Davina Goodall-Smith - Independent Advisor & Trustee, DGS Advisory
- Cara Williams - Senior Partner, Global Head of ESG and Sustainability, Mercer
- Harry Tong - Product Portfolio Strategy, S&P Global Sustainable1
- Remi Toucheboeuf - Head of the Investment Analytics and Data Services (IADS) at Securities Services, BNP Paribas
- Nicole DeBlois Greene - Head of Global Investor & Distribution Solutions US, SS&C Technologies
- Des Pierce - COO, Mercer Investment Solutions
- Stuart Gunderson - Chief Operating Officer & Director, Seilern Investment Management
- Arne Martin Moen - Chief Operating Officer - Head of Investment Operations & Technology, Storebrand Asset Management
- Gary Paulin - Head of International Enterprise Client Solutions, Northern Trust
An afternoon of vibrant face-to-face global conversations, community and connections
- Elizabeth Lumley - All-round Fintech Expert, Deputy Editor, The Banker, an FT Publication
- Di Rifai - Chairman, Creating Future Us
- Antony John - Principal, Ilex Associates
- Jean-Francois Hirschel - CEO, H-Ideas
- Roger Miners - CEO UK, Member of the Global Executive Committee, BNP Paribas Asset Management
- Tomás Murillo - Member of Executive Committee, Degroof Petercam Asset Management
- Marie Jacot - CEO, Edmond de Rothschild Asset Management (France)
- Jean-Francois Hirschel - CEO, H-Ideas
- Michel Meert - European Consulting Leader for E&Fs and FOs, Mercer
- Didier Chan-Voc-Chun - Head of Multimanagement, Union Bancaire Privee (UBP)
- Nicolas Moussavi - Head of External Investment Solution, Societe Generale
- Jean-Christophe Rochat - Chief Investment Officer, Group Managing Director, Banque Heritage SA
- Graham Dow - Industry Expert, Investment Veteran
- Paul Waters - Co-Founder & CEO, Natural Capital Associates
- Clare Smith - CIO, Beyond Impact
- Fiona Frick - CEO , Circe Invest
- Alexandra Daly - CEO, AA Advisors
- Alexandra Daly - CEO, AA Advisors
- Marcus Storr - Head of Alternative Investments, FERI
- Amy Jupe - Managing Director in the External Investing Group (XIG), Goldman Sachs Asset Management
- Sabina Comis - Global Managing Partner, Dechert
- James Williams - Founder, Greenlion
- Martina Sanow - Partner and Head of Hg Wealth, Hg Capital
- Ryan Levitt - Head of the Americas for ICG LP Secondaries, Intermediate Capital
- Teddy Mouawad - Partner, Keyhaven Capital Partners Limited
- Shaha Miah - Principal, Pantheon
- James Williams - Founder, Greenlion
Like any good happy hour we’re providing two hours of vibrant face-to-face global conversations, community and connections. Join enjoyable, useful, champagne- fuelled conversations throughout the exhibition floor, with:
Cocktail hour
Showcases
Meet the CEO
Demo
Champagne Hour
121 Meetings
Competitions
Global Conversations
Women Mean Business