Main Conference, Day 1, Tuesday 24th June 2025 - CET/CEST (Cent Europe Summer, GMT+2)
- Jim McCaughan - Chairman, Industry Expert and Veteran CEO, Polen Capital
Energy, security and infrastructure in the spotlight
- Yuri Bender - Editor-in-Chief, PWM, FT
- Edmund Shing - Global Chief Investment Officer, BNP Paribas Wealth Management
- Alexandre Drabovicz - Chief Investment Office, Indosuez Wealth Management
- Yuri Bender - Editor-in-Chief, PWM, FT
- Sonja Laud - Chief Investment Officer, Legal and General
- Clive Bellows - President Europe, Middle East, Africa,, Northern Trust
- Martin Horne - Co-Head of Global Investments, Barings
- Peter Branner - Chief Investment Officer, Aberdeen Investments
Five key data insights from the world’s largest investors
- Tara Davies - Co-Head of EMEA, KKR
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
- Ros Price - Head of Private Wealth, EMEA, BlueOwl
- Marco Bizzozero - Head of International & Member of the Executive Committee, iCapital
- Yanis Varoufakis - Renowned geopolitician, Outspoken economist
- Omar Ali - EY Global Financial Services Leader; EY EMEIA Financial Services Regional Managing Partner, EY
- John Emerson - Vice Chairman, International, Former US Ambassador to the Federal Republic of Germany, Capital Group
- Vincent Hamelink - CEO, Candriam
Insights for Investment Management 2025
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
New players, new rules, new winners for a new era of partnership.
- Hermin Hologan - EMEIA FS Wealth & Asset Management Leader, EY
- Daniel Gamba - President, Northern Trust Asset Management
- Fadi Abuali - Co-CEO, Goldman Sachs Asset Management International
- Margaret Franklin - CEO & President, CFA Institute
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 - Member of The Executive Board, Clearstream
- Juan Dudier - Deputy Product Head Digital Asset Fund Services, Apex Digital Assets
- Nasreen Kasenally - UK CEO, Global COO, UBS
- Ruben Nieto - MD, Allfunds Blockchain
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, Global Insights, Broadridge
New best practice and intelligence for platforms and customisation for new client segments, partners and products.
- Florian Foerster - Head of Digital Clients EMEA, Invesco
- Killian Lonergan - Head of Distribution Intelligence, Brown Brothers Harriman
- Paul Ronan - CTO, FE fundinfo
Building strategies and partnerships around ETFs, private markets, digital assets and D2C platforms? Growth and expansion strategies in complex times: What are the winners doing differently?
- Ann Prendergast - CEO, EMEA, SSGA
- Joseph Pinto - CEO, M&G Investments
- David Semaya - Executive Chairman, Sumitomo Mitsui Trust Asset Management
- 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
- Julie Koo - MD & Head of Partnerships and Relationship Management, Citi Global Wealth
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
- Martin Horne - Co-Head of Global Investments, Barings
- Jennifer Schnabl - Head of Global Fixed Income Indices, S&P Dow Jones Indices
- Amin Rajan - CEO, CREATE-Research
- Mussie Kidane - CIO, North America Advisors, Pictet
- Jasmine Yu - Chief Investment Officer, Bryn Mawr Capital Management
- Damien Buchet - Chief Investment Officer, Principal Finisterre
- Benjamin Melman - Global CIO, EDR Asset Management
- Stefan Bottcher - Chief Investment Officer, Fiera Capital
- Fabian Huber - Product Specialist, WhiteOak Capital Management
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?
- Oded Weiss - CEO, Multifonds
- Mike Tumilty - Global Chief Operating Officer, Aegon Asset Management
- Andrea Kramer - COO, Hamilton Lane
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
- Damien Barry - Head of Global Investor & Distribution Solutions, EMEA, SS&C Technologies
- Elise Grazini - Senior Manager in Banking & Capital Market, Bearingpoint
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
Voting Power as a Client Retention Strategy
Georgia Stewart, CEO, Tumelo
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
- Georgia Stewart - CEO, Tumelo
- Markus Egloff - MD, Head of KKR Global Wealth Solutions, KKR
- Roman Berri - Global Head of Fund Offering, UBS
- Mark Hempstead - Head of Alternative Investments, EMEA, J.P.Morgan Private Bank
- Amy Jupe - Managing Director in the External Investing Group (XIG), Goldman Sachs Asset Management
- Theo Delia-Russell - Deputy Head Private Banking Division and Management Committee, Mediobanca
- Laurent Durdilly - Global Head of Private Capital, Securities Services, BNP Paribas
- Peter Beske Nielsen - Partner, EQT Partners
- Katja Lammert - CIO - Alternative Investments, MEAG
- Veronique Fournier - Head of Wealth Solutions, EMEA, Apollo
- Agnes 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
- Marco Zamberletti - Global Head of Advisory Solutions, Managing Director, Deutsche Bank Private Bank
- Richard Bruyere - Managing Partner, INDEFI
- Mikael Bentlage - CEO, Hauck Aufhäuser Lampe Privatbank AG
- Benjamin Brochet - Deputy CEO of Crystal and President of Asset Management, Crystal & ZenithIS
- Francois – Xavier Gennetais - CEO, ABN AMRO Investment Solutions
- Oliver Roll - Founder, 4AlphaDrivers
- Kjetil Houg - CEO, Government Pension Fund Norway
- Jasmine Yu - Chief Investment Officer, Bryn Mawr Capital Management
- Francesca McDonagh - Chief Executive Officer, Universal Investment
- Erich Gerth - CEO, RBC BlueBay
- Christophe Caspar - CEO, Edmond de Rothschild
- Jean-Francois Hirschel - Chief Executive Officer, 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
- Gabriel Gascon - Head of Private Banking, Member of Executive Committee, Rothschild & Co
- Oren Kaplan - Co-founder & CEO, Matching.Investments
- Anders Bertramsen - Head of Manager Selection, Nordea Asset Management
- Johanna Valta - Vice President and Fund Selector, Laicorn Asset Management
- Niklas Tell - Chief Content Officer, Tell Media Group
- Johanna Juujärvi - Head of Manager Selection, Finnish Aktia
- Georg Skare-Lund - Investment Director - External Funds, Storebrand
- Maria Wendestam - Senior Investment Strategist, Equity Model Portfolios, Nordea Asset Management
- Haakon Kavli - CIO, Reitan Kapital
- Morten Christensen - Director Investment Management, Aars As
- Richard Garland - Managing Director, Head of Global Advisor, Ninety One
- Emma Wall - Head of Platform Investments, Hargreaves Lansdowne
- 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
- Sebastien Danloy - Chief Business Officer, Euroclear
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?
- Agnes Lossi - Partner, Asset Management Practice, Indefi
- Nicolas Moussavi - Head of Multi-Management, Société Générale Investment Solutions France
- Paul Weber - Head of Fund Research and Manager Selection, Amundi
- Travis Spence - Head of ETF Distribution, EMEA, J P Morgan
- Stevens Kelly - CCO, Artisan Partners
- Stéphane Janin - Global Head of Regulatory Developments and Public Affairs, AXA Investment Managers
- Michaël Priem - Head of Regtech Solutions, Outscale – Dassault Systèmes
- Demi Derem - SVP, Investor Communication Solutions, International, Broadridge
- Davina Goodall-Smith - Experienced COO & Advisor, DGS Advisory Ltd
- Aria Goudarzi - SVP - Head of ESG Data, Neuberger Berman
- Bill Gourlay - Managing Director, Independent Consultants Network
- James Ellison - COO, Tenax Capital
Best practices in evergreen funds distribution solutions & servicing for private wealth
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
- Jan-Marc Fergg - Global Head of ESG & Managed Solutions, HSBC Global Private Banking & Wealth
- Jose Cosio - MD, Head of Intermediary, Global ex US, Neuberger Berman
- Raphaël Remond - Deputy CEO, Northern Trust
- Henrik Haeuszler - SD, Client Portfolio Management, Invesco Real Estate
- Gracie Coburn - Senior Director, Real Estate Acquisitions, Nuveen
- Matteo Colombo - Lead, Digital Infrastructure Investments, Legal & General
- Mark Versey - CEO, Aviva Investors
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 a cocktail hour, showcases, meet the speakers, competitions and more
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
Small-group roundtables hosted by a fund selector. Your opportunity to ask questions from leading allocators about their processes and preferences. Move freely between the different tables in an informal and highly effective format. No need to book, just come along.
Roundtable 1: The changing role of the fund selector
Roundtable 2: Family offices and the changing demand for both liquid and alternative solutions
Roundtable 3: Due Diligence
Roundtable 4: DACH fund selectors
Roundtable 5: ETF & Passive fund buying trends: innovation
Roundtable 6: LPs Trends for 2025: from defence to technology
Roundtable 7: New best practice digital fund selection
Roundtable 8: Global markets fund selection from Asia to Latam
Roundtable 9: Non-correlated alternative investments
- Giles Duley MBE - Photographer, Writer, Chef, Presenter, and CEO, Legacy of War Foundation