IMpower and FundForum - Day 2Wednesday, 28 June 2023 - CET/CEST (Cent Europe Summer, GMT+2)

Day 2 Breakfast Briefing

08:00 - 08:4545 mins

Networking

Morning networking and registration

08:00 - 08:5050 mins

Breakfast Briefing

Women in ETFs

Deborah Fuhr - Managing Partner & Founder, ETFGI, Partner & founder ETF TV

08:50 - 09:0010 mins

1. IMpower Leaders Mainstage

Chair’s welcome: Professional Anchor

Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital

09:00 - 09:4040 mins

1. IMpower Leaders Mainstage

Global Geopolitical Commentator of The Year 2023: The global risks you cannot see, part 2 – 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 - 10:1030 mins

1. IMpower Leaders Mainstage

Leaders global strategic investment feedback – Surfacing the new opportunities and global risks top of mind for leading global asset managers and investors

John Emerson - Vice Chairman, International, Former US Ambassador to the Federal Republic of 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 - 10:4030 mins

1. IMpower Leaders Mainstage

Institutional Leaders Keynote

Dr. Oliver Roll - Founder, 4AlphaDrivers
Elena Manola-Bonthond - CIO, CERN Pension Fund
Joachim Köhne PhD - Head of Treasury, Hamburger Sparkasse (HASPA)

10:10 - 10:2010 mins

Rethink tank B – Investment Solutions

Green Bonds Rethink Tank B - Green Bond Market Insights, Trends and Flows

Justina Deveikyte - Associate Director, European Institutional Research, Cerulli Associates

10:20 - 10:3515 mins

Rethink tank B – Investment Solutions

Interview

10:35 - 11:0025 mins

Rethink tank B – Investment Solutions

Discussion

Andre Severino - Global Head of Fixed Income, Nikko Asset Management

10:40 - 11:1030 mins

1. IMpower Leaders Mainstage

Wealth management CEOs: Rebuilding the engine room for investment management

Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times
Gerard Aquilina - Partner, Cone Marshall

11:10 - 11:4030 mins

Networking

Morning networking break

11:10 - 11:3020 mins

The Hub (exhibition stage and networking area)

Too hot to touch: What is the true value add for the end investor and how can technology be a future key component in fund selection?

Andre Havas - Managing Partner, CIMalgo
Rishma Moennasing - Head of Fund Selection, Rabobank
Erik Lundkvist - Chief Investment Officer, Coeli Asset Management

11:40 - 12:2040 mins

1. IMpower Leaders Mainstage

Future of funds - How tokenisation can be a solution for global asset management. 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
Alex Birkin - Managing Partner, EMEIA, Financial Sers Consulting, EY

11:40 - 13:0080 mins

IMpower CEO Club Networking (Investment Manager - Invitation only)

IMpower Investment Managers CEO CLUB off the record

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 GMBH & Board Member, Swiss RE Insurance - Linked Investment Management

11:40 - 12:1030 mins

3. Investment Solutions - Active

Fixed Income Innovation 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 ?

Flavio Carpenzano - Investment Director, Capital Group
Bram Bos - Managing Director, GSAM
Thomas Moore - Co-Head Fixed Interest Team, Invesco
Marc Rovers - Head of Euro Credit, Legal & General Investment Management
Tina Adatia - Executive Vice President, Fixed Income Strategist, PIMCO

11:40 - 11:455 mins

4. Investment Solutions - Passive

ETF Global market briefing 2023:

Beverly Chandler - CEO, ETF Express

11:45 - 12:0015 mins

4. Investment Solutions - Passive

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

12:00 - 12:2020 mins

4. Investment Solutions - Passive

Investors and market maker feedback discussion on the topic of ETFs, reflecting front line experience of managing the risk of ETFs – are we sure that we are protecting our investors and are ETFs the most suitable vehicle of choice for the mass affluent?

Mark Northway - Investment Manager, Sparrows Capital

12:10 - 12:2515 mins

3. Investment Solutions - Active

Emerging market trends and product innovation 2023: Showcase 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
Jamie de la Barra - CEO, Compass Group

12:20 - 12:3515 mins

1. IMpower Leaders Mainstage

How online - banks & tech platforms are transforming the future fund distribution infrastructure

12:20 - 12:3515 mins

4. Investment Solutions - Passive

Asset Allocator view: Buyers’ preferences when selecting an ETF

Weixu Yan - Portfolio Manager and Head of ETF Research, Close Brothers Asset Management
Irene Bauer - Founder & CIO, Twenty20 Investments
Andrew Limberis - Investment Manager, Omba
Monika Calay - Director, Morningstar

12:25 - 12:5025 mins

3. Investment Solutions - Active

Asia Focus - Growth in Southeast Asia

12:35 - 13:0025 mins

1. IMpower Leaders Mainstage

IMPower Women Mean Business Investor of the Year Interview

Catherine Wood - CEO & CIO, ArkINVEST

12:35 - 13:0025 mins

4. Investment Solutions - Passive

ETF Innovation part one: Thematic - Cutting through the noise

Tony O'Brien - Chief Commercial Officer, U.S. Bank
Kenneth Lamont - Senior Fund Analyst, Morningstar UK

13:00 - 14:1575 mins

Networking

Networking break and lunch

13:10 - 14:0050 mins

Women Mean Business Lunch

Women Mean Business Lunch – Social impact

13:15 - 13:4025 mins

The Hub (exhibition stage and networking area)

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

13:40 - 14:0020 mins

The Hub (exhibition stage and networking area)

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)
Rolf Nelson - Principal Portfolio Manager, BNY Mellon
María Camacho - Strategy Director, LatAm Consultus
Henry Cobbe - Head of Research, Elston Consulting
Joao Frasco - Chief Investment Officer, STANLIB Multi-Manager

14:15 - 14:3520 mins

1. IMpower Leaders Mainstage

The IMpower Leader to Leaders Interview – Transforming Retail Brands

Massimo Tosato - Chairman of the Board, M&G Group Ltd
Joe Pinto - CEO, M&G Group Ltd

14:15 - 14:4530 mins

2. FundForum Distribution

How blockchain is transforming the fund operating and distribution landscape and impacting the value chain efficiency

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

14:15 - 14:4530 mins

4. Investment Solutions - Private Markets

Impact Investment Keynote

Deirdre Cooper - Head, Sustainable Equity, Ninety One

14:15 - 14:3015 mins

5. Operations & Data

Part 1 Global Regulatory Overview: Managing global product development strategy when regions have contrasting opinions over key themes such as sustainability and private markets

Stéphane Janin - Head of Global Regulatory Developments and Public Affairs, AXA Investment Managers

14:30 - 14:5020 mins

5. Operations & Data

Part 2 UK Special Focus

14:35 - 14:5520 mins

1. IMpower Leaders Mainstage

The IMpower Leader to Leaders Interview Series

Davide Serra - Founder & CEO, Algebris Investments
Massimo Tosato - Chairman of the Board, M&G Group Ltd

14:45 - 15:1530 mins

2. FundForum Distribution

Digital assets and crypto – what are the 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

14:45 - 15:0520 mins

4. Investment Solutions - Private Markets

Who’s worked out the business of ESG, biodiversity and natural capital beyond the compliance tick box? What next for ESG in the portfolio?

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

14:50 - 15:1020 mins

5. Operations & Data

Part 3 – GCC Special Focus

14:55 - 15:4550 mins

1. IMpower Leaders Mainstage

Building back Ukraine – Meet the top entrepreneurs and venture capitalists at front line of one of the world’s biggest reconstruction opportunities

Yuri Bender - PhD candidate, School of Slavonic and East European Studies, UCL, Editor in chief,, Professional Wealth Management, Financial Times

15:05 - 15:3530 mins

4. Investment Solutions - Private Markets

Sophisticated sustainability investors and asset allocation strategy – what is finance’s role in the just transition?

Mia Söderberg - Senior Manager - Asset Manager Selection, Munich Re
Julien Mechler - Head of Sub-Advisory, BNP Paribas Asset Management
Sofie Geukens - Head of Investment Solutions & Fund Selection, Belfius Investment Partners

15:10 - 15:3020 mins

5. Operations & Data

Part 4 - EU Focus – From PRIIPs to Retail Investment Strategy - Anticipating the shape and impact on product manufacturers and distributors of the EU Retail Investment Strategy

15:15 - 15:2510 mins

2. FundForum Distribution

Global Distribution and product marketing leaders special Focus: How to stand out from the crowd and strengthen your market position – Global Brand perception and reality in different markets

Toby Finden-Crofts - CEO/Founder, Research in Finance
Renato Guerriero - Chief Distribution Officer, Candriam, Candriam
Florian Uleer - Head of EMEA Wholesale, Columbia Threadneedle Investments
Ryan Blute - Managing Director, Head of Global Wealth Management & Product Management, EMEA, PIMCO

15:45 - 16:1025 mins

Networking

Afternoon networking break

15:45 - 16:0520 mins

The Hub (exhibition stage and networking area)

Gen Y commentator: The overlooked political risks that will reshape the business landscape Find out how the youth are thinking about strategy and geopolitical risks

16:10 - 17:50100 mins

IMpower Leaders CEO Club (invitation only)

Exclusive fund buyer leaders peer-peer networking and Special focus: Rethinking your long-term global talent strategy– How to keep your business going in a competitive lands

Sean Walters - CEO, Investments & Wealth Insitute
Rolf Nelson - Principal Portfolio Manager, BNY Mellon
Bruno Pennino - Head of Investment Solutions Southern Europe & EEC, Allfunds
Henry Cobbe - Head of Research, Elston Consulting
Alessandro Greppi - Member, Board of Directors, Società Italiana di Analisi Tecnica (SIAT)
John Husselbee - Head of Multi Asset, LionTrust
Joao Frasco - Chief Investment Officer, STANLIB Multi-Manager

16:10 - 16:5040 mins

2. FundForum Distribution

Client voice. Your new license to operate? where authenticity, ESG data transparency & the end customer converge.

Georgia Stewart - CEO, Tumelo

16:10 - 16:4030 mins

4. Investment Solutions - Private Markets

Sustainable Thematics: Proof Points and Preferences

Justina Deveikyte - Associate Director, European Institutional Research, Cerulli Associates
Nick Samuels - Head of Manager Research, Redington
Ben Dear - CEO, Osmosis Investment Management
Suresh Mistry - Head of Sustainability, Alquity
Kim Shannon - Founder & CIO, Sionna Investment Managers

16:10 - 18:00110 mins

5. Operations & Data

Experiential Business War Games

Brian Byrne - Professional Business War Game Designer and Partner, Assembler Growth Capital

16:40 - 17:1030 mins

4. Investment Solutions - Private Markets

Climate Change Scenario Planning & Risk Leaders Insight

16:50 - 17:0515 mins

2. FundForum Distribution

Family Office Focus Part 1 - how DACH family offices are reviewing capital allocation

Markus Hill - Independent, Asset Management Consultant
Antje Biber - President of the Board, FERI (Schweiz) AG Member of the Management Board, FERI SCHWEIZ AG
Martin Friedrich - CIO, Lansdowne Partners

17:05 - 17:3530 mins

2. FundForum Distribution

With rampant inflation and rising interest rates how are HNW and family offices reviewing legacy assets and capital allocation?

Antje Biber - President of the Board, FERI (Schweiz) AG Member of the Management Board, FERI SCHWEIZ AG
Maria Milford - Founding Partner and CEO, MRM Family (Europe and Asia)
Karl Rogers - Chief Investment Officer, Elkstone Private (Family Office)

17:10 - 18:0050 mins

4. Investment Solutions - Private Markets

Impact Masterclass– How to integrate impact into traditional risk-return allocation

17:35 - 17:5015 mins

2. FundForum Distribution

Family Office Focus Part 2

Leah Cox - Co-Founder, Managing Director, IANUA Market

18:00 - 18:055 mins

Chair's closing remarks

20:00 - 00:00240 mins

Networking

The IMpower 2023 main social event of the year - 8 until late

IMpower and FundForum - Day 2Wednesday, 28 June 2023 - CET/CEST (Cent Europe Summer, GMT+2)

IMpower and FundForum - Day 2Wednesday, 28 June 2023 - CET/CEST (Cent Europe Summer, GMT+2)

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