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IMpower Incorporating FundForum
27-28 June 2023
The Grimaldi ForumMonte Carlo, Monaco
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IMpower and FundForum - Day 2 - CET/CEST (Cent Europe Summer, GMT+2)

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

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Day 2 Breakfast Briefing
Showing 3 of 3 Streams
08:00 - 08:45
Morning networking and registration
08:00 - 08:50
Women in ETFs
  • Deborah Fuhr - Managing Partner & Founder, ETFGI, Partner & founder ETF TV
08:00 - 08:50
Why allocators need old wisdom for new markets

top 10 approaches experienced allocators need to rekindle and younger allocators need to learn for managing the current cycle

  • Adam Choppin - Assistant Portfolio Manager, Xponance, Chairman of the Board, APFI
  • Jauri Hakka - Principal, Widhaby Advisors
  • Marie-Laure Mikkelsen - Founding Partner, Alfinas Alternative Capital Advisers
  • Mussie Kidane - CIO, North American Advisors, Pictet Group
Showing 2 of 2 Streams
08:50 - 09:00
Chair’s welcome: Professional Anchor
  • Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
09:00 - 09:40
“All the risks we cannot see” Global Geopolitical Commentator of The Year 2023

What are the most significant shifts underestimated by Insights from one of the foremost global military experts at the front line of global security and geopolitics  

  • Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces office in Defence,, The Front-line of defence and geopolitical strategy expertise
09:40 - 10:10
Leader’s global strategic investment feedback

Surfacing the new multi-asset opportunities and global risks top of mind for leading global asset managers and investors

  • James Pomeroy - Global Economist, Global Research, HSBC
  • John Emerson - Vice Chairman, Former US Ambassador to Germany, Capital Group
  • Dan Kemp - Chief Investment Officer, Morningstar Investment Management Europe Ltd
  • Andrea Kramer - COO of Client Solutions, Co-Head of Fund InvestmentsHead of Fund Investments, Hamilton Lane
10:10 - 10:40
Global Institutional Investors Insight: New thinking from the most sophisticated leaders
  • Dr. Oliver Roll - Founder, 4AlphaDrivers
  • Elena Manola-Bonthond - CIO, CERN Pension Fund
  • Joachim Köhne PhD - Head of Treasury, Hamburger Sparkasse (HASPA)
  • Dirk Jargstorff - Senior Vice President Pensions and Related Benefits, Robert Bosch GmbH
10:40 - 11:00
Global retail investor strategic keynote 2023

How are investors are changing their preferences from Asia to the Americas and Europe? How do we adapt to stay relevant?

  • Fannie Wurtz - Member of the GMC, Deputy CEO, Head of Distribution and Wealth Division, Passive & Alternative, Amundi
  • Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
10:10 - 10:15
Introduction, Moderator and Research Briefing: Green Bond Market Insights, Trends and Flows

Green Bonds 2.0 Rethink Tank - What does the new universe of green bonds look like to make the global transition to Net Zero?

Opportunities and challenges of green and sustainability linked bonds - avoiding greenwash. Performance comparison with other bonds and role in the portfolio? How are goal-based deliverables incentivised, penalised and regulated? Achieving article 8 & 9 and the Importance of biodiversity goals

 


  • Justina Deveikyte - Director, European Institutional Research, Cerulli Associates
10:15 - 10:30
Leading Investor Interview

How do mobilise green bonds for maximum impact? Insights from leading issuers, asset owners, central banks and structuring desks

  • Terry Wilby - Managing Director, Informa Global Markets
10:30 - 11:00
What Sustainable Bond 2.0 look like to reach Net Zero and other SDGs?

Green Bonds 2.0 Rethink Tank - What does the new universe of green bonds look like to make the global transition to Net Zero?

Opportunities and challenges of green and sustainability-linked bonds - avoiding greenwash. Performance comparison with other bonds and role in the portfolio? How are goal-based deliverables incentivised, penalised and regulated? Achieving article 8 & 9 and the Importance of biodiversity goals


  • Justina Deveikyte - Director, European Institutional Research, Cerulli Associates
  • Andre Severino - Head of Global Fixed Income, Nikko Asset Management
  • Alberto Matellán - Chief Economist, Mapfre Investments
  • Malika Takhtayeva - Sustainable Fixed Income Lead, EMEA, BNP Paribas Asset Management
  • Guy Janssens - Head of the Investment Specialists, BNP Paribas Fortis Private Banking
Showing 2 of 2 Streams
11:00 - 11:25
Morning networking break
11:00 - 11:20
Book a meeting table at The Hub through the networking app, ConnectMe
Showing 4 of 4 Streams
11:25 - 11:30
Chair's welcome
11:30 - 12:05
Global Wealth management CEOs: Rebuilding the engine room for HNW investment management

Building the investment differential by keeping the boutiques on-side

  • Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times
  • Duncan MacIntyre - CEO, UK, Lombard Odier
  • Serene El Masri - CEO, UBP, Monaco
  • Gerard Aquilina - Partner, Cone Marshall
  • Charlotte Thorne - Partner, Capital Generation
12:05 - 12:40
Future of funds – Exploring the viability alternative solutions that can democratise global wealth management into the next era

Where to next and what are the global risks and opportunities?


  • Edward Glyn - Managing Director, Head of Global Markets, Calastone
  • Carolina Minio- Paluello - CEO, Arabesque AI
  • Nadine Chakar - CEO, Securrency
  • Martin Gilbert - Chairman, Revolut
12:40 - 13:00
IMPower Women Mean Business Investor of the Year - How I stepped out of the norm to build a winning business




  • Catherine Wood - CEO & CIO, Ark INVEST
11:25 - 11:30
Chair's welcome
11:30 - 12:15
The fixed income revival..?

What are the medium-long term opportunities to look out for in fixed income and what new approaches are retail and institutional players taking when it comes to fixed income ?

  • Paul Whelan - Partner, Co-Head of Global Fixed Income Investment Manager Research,, Aon Wealth Solutions
  • Jeremy Cunningham - investment director for fixed income, Capital Group
  • Doug Farquhar - Lead Portfolio Manager Green, Social & Impact Bonds, Goldman Sachs Asset Management
  • Thomas Moore - Co-Head Fixed Interest Team, Invesco
  • Marc Rovers - Head of Euro Credit, Legal & General Investment Management (LGIM)
  • Tina Adatia - Executive Vice President, Fixed Income Strategist, PIMCO
12:15 - 13:00
Showcase: Emerging market trends and product innovation 2023 from Asia to LatAm
  • Trevor Garvin - Head of Multi-Management, Nedgroup Investments
  • Juliana Hansveden - Portfolio Manager, Emerging Markets Sustainable Equity, Ninety One
  • Simon Hopkins - CEO, Milltrust International Group
  • Jaime de la Barra - Partner, Executive Vice Chairman and Chief Investment Strategist, Compass Group
11:25 - 11:30
Chair's welcome
  • Beverly Chandler - CEO, ETF Express
11:30 - 11:35
Understanding ETFs performance compared to other asset classes under global macro uncertainty

Who are winners and losers and can we quantify the true opportunities and risks as the market evolves?

  • Beverly Chandler - CEO, ETF Express
11:35 - 12:05
Investors ETF feedback: Reflecting on front line experience of managing the risks and preferences
  • Beverly Chandler - CEO, ETF Express
  • Mark Northway - Investment Manager, Sparrows Capital
  • Monika Calay - Director, Morningstar
  • Irene Bauer - Founder & CIO, Twenty20 Investments
  • Andrew Limberis - Investment Director, Omba
12:05 - 12:10
New research: Uncovering Opportunities in Thematic ETFs: Key trends and main usages in portfolios
  • Julien Scatena - Head of Marketplace, TrackInsight
12:10 - 12:40
Thematic ETFs panel discussion: key trends and main usages in portfolios
  • Beverly Chandler - CEO, ETF Express
  • Tony O'Brien - Chief Commercial Officer, U.S. Bank
  • Kenneth Lamont - Senior Fund Analyst, Morningstar UK
  • Weixu Yan - Portfolio Manager and Head of ETF Research, Close Brothers Asset Management
  • Robert Oliver - Head of Business Europe, Global X ETF
12:40 - 12:55
The big debate - ETFs are dangerous and could cause systemic collapse of capital markets
  • Izabella Kaminska - former Editor, FT Alphaville, Editor, The Blind Spot
  • Pasquale Capasso - Head of Southern Europe & LatAm ETF Capital Markets, Invesco
11:25 - 11:30
Chair's welcome
  • Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
11:30 - 12:50
All the risks you cannot see 6: Insights from one of the foremost global military experts at the front line of global security and geopolitics

The global risks you cannot see – Insights from one of the foremost global military experts at the front line of global security and geopolitics  


Chatham House rules

  • Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces office in Defence,, The Front-line of defence and geopolitical strategy expertise
  • Katja Rieger - Founder Ripple Effect and Non Executive Board Member, Swiss Re Insurance-Linked Investment Management AG
Showing 3 of 3 Streams
13:00 - 14:10
Networking break and lunch
13:25 - 13:45
An Audience with the Keynote
  • Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces office in Defence,, The Front-line of defence and geopolitical strategy expertise
13:45 - 14:15
Technology and innovation in asset allocation and fund selection
  • Oren Kaplan - Partner, Magnifi
  • Bruno Pennino - Head of Investment Solutions Southern Europe & EEC, Allfunds
  • Alessandro Greppi - Member, Board of Directors, Società Italiana di Analisi Tecnica (SIAT)
  • María Camacho - Investment Strategist, LATAM ConsultUs
  • Susanne Ericson - CEO, Stellar Capital
  • Francisco Falcão Castro - CIO, Hawkclaw Capital Advisors
13:05 - 13:55
Women Mean Business Lunch – Social impact
  • Taban Shoresh - Founder & CEO, Lotus Flower
Showing 4 of 4 Streams
14:15 - 14:35
The IMpower Leader to Leaders Interview Series– Transforming Retail Brands

How can you transform loved brands in savings and insurance into businesses fit for the current age and customer?

  • Massimo Tosato - Chairman of the Board, M&G Group Ltd
  • Joseph Pinto - CEO, M&G Investments
14:35 - 15:05
The IMpower Leader to Leaders Interview Series: The global expert on financial stocks
  • Davide Serra - Founder & CEO, Algebris Investments
  • Massimo Tosato - Chairman of the Board, M&G Group Ltd
14:15 - 14:45
How blockchain is transforming the distribution landscape

How blockchain can be the key to growth in fund distribution and access new markets

Understanding the limitations around the use of the technology

Where do we stand on MNBC? Regulatory update on MICA/Pilot Regime

  • Daniel Andemeskel - CEO and founder of UI Enlyte, Universal Investment
  • Rémi Cuinat - Managing Director, Head of Unit-Linked Assets, Generali
  • Christophe Lepitre - Chief Executive Officer, IZNES
  • Laurence Arnold - Head of Innovation Management and Strategic Initiatives, AXA Investment Managers
  • Luke Brereton - Global Head of Client Acquistion, GlobalLink & State Street Digital
14:45 - 15:15
Digital assets and crypto – Opportunities, challenges and pitfalls
  • Xavier Gomez - Founder and Chief Operating Officer, INVYO
  • Kara Kennedy - Head of Digital Assets for Custody & Fund Services, J.P. Morgan
  • Laurent Marochini - Head of Innovation, Societe Generale Securities Services
  • Sina Meier - Managing Director - Head of Switzerland, 21 Shares
  • Bruno Ramos de Sousa - Partner and the Head of US & Europe, Hashdex
15:15 - 15:45
New research: European brand perception vs reality in different markets

Find out how to stand out from the crowd and strengthen your market position in this distribution and product marketing leaders' special focus

  • Toby Finden-Crofts - CEO/Founder, Research in Finance
  • Renato Guerriero - Deputy CEO – Global Development & Distribution, Chief Sales & Distribution Officer, Candriam
  • Florian Uleer - Head of EMEA Wholesale, Columbia Threadneedle Investments
  • Ryan Blute - Managing Director, Head of Global Wealth Management & Product Management, EMEA, PIMCO
  • Ann Prendergast - CEO, Europe, SSGA
14:15 - 14:45
Keynote: Double impact - Turning impact measurement into an alpha advantage
  • Deirdre Cooper - Head, Sustainable Equity, Ninety One
14:45 - 15:15
Who’s worked out the business of ESG?
  • Hortense Bioy - Global Director of Sustainability Research, Morningstar
  • Euan Munro - Chief Executive Officer, Newton Investment Management
  • Nina Kraus - Principal - Investments, Hamilton Lane
  • Tom Nelson - Head of Thematic Equity Team, Ninety One
15:15 - 15:45
Sophisticated sustainability investors and asset allocation strategy
  • Clémence Droin - Partner, Indefi
  • Mia Söderberg - Senior Manager - Asset Manager Selection, Munich Re
  • Sofie Geukens - Head of Investment Solutions & Fund Selection, Belfius Investment Partners
  • Marianne Dernies - Head of Subadvisory Offering, BNP Paribas Asset Management
14:15 - 14:45
Global Regulatory Overview

Managing global product development strategy when regions have contrasting opinions over key themes such as sustainability and private markets

  • Cordelia Hughes - Global SVP, Finance and Legal, RWS Group
  • Stéphane Janin - Head of Global Regulatory Developments and Public Affairs, AXA Investment Managers
  • Magali Vercesi - Secretaire Generale, CCAF Commission de Controle des Activites Fiancieres, Monaco
  • Pat Lardner - Chief Executive, Irish Funds
14:45 - 15:05
UK Consumer Duty Special Focus Roundtable

Consumer Duty: Delivering good outcomes for consumers. What does it mean for investment products and solutions?

  • Rob Sanders - CEO & Co-Founder, DOOR
  • Kelly Range - Distribution Oversight Manager / Co-Chair of Sustainability Network, Hargreaves Lansdowne
15:05 - 15:25
GCC Special Focus Roundtable
  • Lawrence Paramasivam - Senior Executive Director of Policy & Legal, Financial Services Regulatory Authority (FSRA) Abu Dhabi GCC
15:25 - 15:45
Regulating Global Financial Markets in the Wake of the Collapses of Silicon Valley Bank, Signature Bank, First Republic and Credit Suisse
  • Patrick Daniels - Partner, Dicello Levitt
  • Anne-Marie Jourdan - Chief Legal Officer, Caisse des Depots
Showing 2 of 2 Streams
15:45 - 16:10
Afternoon networking break
15:50 - 16:10
If I was CEO.... Hearing from next generation leaders – winners of the 4th IMpower/ WIAS Voice Project

Back in 2018 IMpower Fundforum and WIAS came together and founded The Voice Project to kick-start a powerful personal and professional mind-set for women at the beginning of their careers in investment management. With over 24 alumni to our name here are some of the voices of latest edition and their view about the future of the industry


  • Kate Webber - Head of Product Strategy, Northern Trust Asset Servicing
Showing 4 of 4 Streams
16:10 - 16:40
Too hot to touch fund buyer special focus- How technology can be a future key component in fund selection
  • Andre Havas - Managing Partner, AlfaTail
  • Rishma Moennasing - Head of Fund Selection, Rabobank
  • Erik Lundkvist - Chief Investment Officer, Coeli Asset Management
  • Love Nordström - Head of Manager Research, Swedbank
  • Bertrand Pujol - Global Head of Business Development, Amundi Asset Management
16:40 - 17:00
Your market is bigger than your product: The advantages of a jobs-based market definition
  • Zoe Robson - Innovation Director, Strateva Group
17:00 - 17:30
Innovations in third party marketing strategy, evolution and insight

What are investors looking for across active, private markets, infrastructure, passive and how can third party marketers help position top businesses?

  • Jamie Hammond - CEO, iM Global, Partner UK and Deputy CEO, Head of International, iM Global Partner
  • Alexandra Daly - CEO, AA Advisors
  • Cristina Rubio - Partner, Senior Relationship Manager, Capital Strategies Partners AV
  • Paul Price - CEO, Haven Green Capital Partners
  • Shelley Yang - CEO, InvesTAO
16:10 - 16:30
Family office & asset owner spotlight
  • Arvind Ramamurthy - Chief of Markets, ADGM
16:30 - 17:10
Family office panel
  • Sara Yates - Head of Product, IANUA Market Limited
  • Boutros Thiery - Head of Investment Solutions, Mercer
  • Ilan Sadoun - Chairman & CEO, Caspa Family Office & Wealth Management
16:10 - 17:30
Experiential Business War Games
  • Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital
16:10 - 16:40
Part 1: Developing the next gen of allocators with expertise from the Yale and Chicago Business Schools

Top allocators will share insight into efficient and effective strategies for developing the next generation of fund buyer talent with new research from Yale and Chicago Business School

  • Sean Walters - CEO, Investments & Wealth Insitute
  • Adam Choppin - Assistant Portfolio Manager, Xponance, Chairman of the Board, APFI
  • Marie-Laure Mikkelsen - Founding Partner, Alfinas Alternative Capital Advisers
  • Hatem Zarrouk - VP National Sales, Relationship Management & Service Delivery, National Bank Independent Network
16:40 - 17:30
Asset allocator only peer-to-peer networking

An exclusive opportunity for allocators to network with peers in a relaxed environment

  • Adam Choppin - Assistant Portfolio Manager, Xponance, Chairman of the Board, APFI
  • Marie-Laure Mikkelsen - Founding Partner, Alfinas Alternative Capital Advisers
  • Hatem Zarrouk - VP National Sales, Relationship Management & Service Delivery, National Bank Independent Network
  • Mussie Kidane - CIO, North American Advisors, Pictet Group
17:30 - 17:35
Chair's closing remarks
Showing 1 of 1 Streams
20:00 - 00:00
The IMpower 2023 main social event of the year - 8 until late
IMpower and FundForum - Day 1
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