2025 Main Conference Day 2 - Europe/Paris UTC+01:00
Register early to avoid disappointment.
To register:
1. Open the ConnectMe app
2. Locate the "Book your Spot" button on the homepage
3. Select "Annual IMpower FundForum 5k coastal run"
4. Complete the sign-up process to secure your place
Important Note: Adding this session to your agenda does not register you for the event. You must complete the registration process through "Book your Spot" to secure your place.
Meeting point: Meet outside The Grimaldi Forum at 07:15 for a IMpower member of staff to guide you to the beach or head straight over
- Rachel Bower - Former National Boxing Champion, Detective Inspector, Team GB Coach
- Matthew Jones - Met Police Sergeant, Boxing Coach, Reigning World Police & Fire Super Heavyweight Champion
Can teaching financial education reduce inequality and how can we make it more accessible to all.
Hosted in partnership with London Women’s Forum
Why attend: How we engage and empower the next generation of wealth holders with reliable financial education is one of the biggest challenges of our time.
Hear front-line experiences from Abigail Foster, founder of Elent a financial education company that teaches in schools and workplaces focused on making financial education accessible. Sharing her experience of working alongside institutions such as HMRC and the Bank of England, Abigail brings a rare perspective on how companies can communicate complex financial concepts with clarity and credibility. Expect a fresh take on:
Creating stronger, more trusted advisor-client relationships in an evolving wealth landscape
Empowering clients through financial literacy
Communicating effectively with the next generation
- Jane Karczewski - Chair, London Women's Forum
- Abigail Foster - Disruptive Financial Educator & Founder, Elent
- Åsa Norrie - Former CEO, Head of Distribution, Distribution Expert
Prior to his keynote later this morning, General Sir Mark Carleton- Smith gives and exclusive insights into today’s leadership challenges in times of great geopolitical uncertainty compounded by the digital revolution.
This is critical moment for institutional leadership, given the complexities of geopolitics, politics, and rapidly advancing technologies. Sir Mark will direct leaders to the ideas, thinkers, content, and subjects that will be materially important for global corporations and investors to understand as they make consequential decisions at this historic time.
This session is invitation only. However we will be running a waitlist so please get in touch with Jenny.adams@informa.com if you are interested in attending.
- General Sir Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces officer in Defence, The front-line of defence and geopolitical strategy expertise
- Stephanie Ortbals Tibbs - Founding Partner, Soundcheck Communications
Are you ready for taking advantage of the great wealth transfer and the rapid rise of the self-directed investor? Best practice from across Europe and UK
- Richard Neve - Managing Director & Partner, Cognito Media
- Albert Geisler Fox - CEO, Performativ
- Job Mantz - Country Head, Netherlands, MeDirect
- Berry Clemens - Chief Revenue Officer, Infront
What are the major challenges as end client buying behaviour shifts and channels change.
- Richard Neve - Managing Director & Partner, Cognito Media
- Oliver Bilal - Head of EMEA Distribution, Invesco
- Timothy Hill - Executive MD, US & European Client Group, Principal Asset Management
- Marie Jacot - CEO, Edmond de Rothschild Asset Management (France)
- Viola Patock - Managing Director, Head of Continental Europe, RBC BlueBay Asset Management
For the questions you never thought you’d have to ask.
Allocators and CIOs will come and ask your most pressing questions of the moment.
- Professor Amin Rajan - CEO, Create Research
- Lorenzo Portelli - Head of Cross Asset Strategy, Amundi Investment Institute
- Dipan Roy - Head of Portfolio Construction, Redington
- Mats Lilja - Head of Asset Allocation, Swedbank Robur
- Liz Wright - Head of Index Strategy, Euronext
9.30-10.10
Sustainable investing in transition - How are fund manufacturers and regulators in EU & UK transforming business models to reflect new opportunities in global systems change
Where is capital flowing, and which sectors and investment vehicles are gaining traction? How are impact investing, biodiversity, and the energy transition shaping the future of sustainable finance. As regulation evolves, sustainable investment products labelled as “sustainable” will need to align with real-world impact and growth.
Future solutions will clearly define their objectives, measure improvements, and provide transparency on their impact. This shift will not only enhance credibility but also unlock new distribution opportunities, meeting the growing customer demand for verifiable sustainability.
Speaker New Research ( 5 mins) Where is sustainable capital flowing? Laura Vitagliano, Head of Sustainable Finance, Strategy Client Engagement, Securities Services, BNP Paribas
Moderator and speaker (5 mins) New real-world investment solutions Hortense Bioy, Head of Sustainable Investing Research, Morningstar Sustainalytics
Panel 30 mins
Panellists: Dr Arleta Majoch, Co-Founder, COO, Impact Cubed
Ben Dear, CEO, Osmosis Investment Management
George Latham, Managing Director, Foresight
Laura Vitagliano, Head of Sustainable Finance, Strategy Client Engagement, Securities Services, BNP Paribas
- Hortense Bioy - Head of Sustainable Investing Research, Morningstar Sustainalytics
- Laura Vitagliano - Head of Sustainable Finance, Strategy Client Engagement, Securities Services, BNP Paribas
- Arleta Majoch - Co-Founder, COO, Impact Cubed
- Ben Dear - CEO, Osmosis Investment Management
- George Latham - Managing Director, Foresight Group
- Daniel Andemeskel - CEO, Shyne Kapital
How traditional firms are integrating blockchain-based solutions and the new role of digital-native firms US and European regulatory landscape: MiCA, CBDC initiatives, and Trump’s executive order
- Xavier Gomez - Group Chief Operating Officer, Vancelian
- Christophe Lepitre - CEO, Iznes
- Rémi Cuinat - Head of Unit-Linked Assets, Generali France
- Anya Nova - Australia’s Blockchain Leader of the Year in 2019, GK8 by Galaxy
The practicalities of reshaping how investment products reach clients
Reducing costs and increasing efficiency through automation
- Daniel Andemeskel - CEO, Shyne Kapital
- Laurent Majchrzak - Global Head of Digital Assets, CACEIS
- David Durouchoux - Deputy Chief Executive Officer, Societe Generale Forge
- Simon Keefe - Managing Director, Head of Digital Solutions, Calastone
How safe are digital payments when power can be pulled at any time?
- Martin Gilbert - Chairman, Revolut
- Edward Glyn - Managing Director, Head of Global Markets, Calastone
Hedge funds are back and big in the UHNW Alternatives portfolio:
Fireside chat on the numbers, why and how
- Nishant Kumar - Chief Correspondent, Bloomberg
- Marcus Storr - Member of the Board, FERI
- Jim McCaughan - Chairman, Industry Expert & Veteran CEO, Polen Capital
- General Sir Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces officer in Defence, The front-line of defence and geopolitical strategy expertise
- Yuri Bender - Editor-in-Chief, PWM, FT
- Hannes Hofmann - Global head family offices, Citi Private bank
- Nicolas Forest - Chief Investment Officer, Candriam
- Nicolas Syz - Head of Wealth Management, Bank Syz
- Sophie Chardon - Head of Sustainable Investment, Lombard Odier Private Bank
- Philippe Setbon - CEO, Natixis
- Richard Bruyère - Managing Partner & Co-Founder, Indefi
OK computer: How the business can harness big tech and welcome AI as a co-worker to face a new digital future
How can businesses integrate AI, crypto, cloud, and data strategies to stay ahead of the curve?
What are the biggest challenges in adopting emerging technologies, and how can they be overcome?
How can organisations build a tech-driven culture to drive long-term innovation and growth?
- Liz Lumley - Award winning journalist, podcaster & ambassador for UK Innovate Finance, Fintech Expert
- Diane MacFarlane - Head of Securities Services, EMEA, JP Morgan Securities Services
- James Rhodes - President, Direct Platform, Morningstar
- Joseph Bonanno - Global Head of Data Analytics & Innovation, Citi Wealth
How BlackRock’s acquisition of Preqin is revolutionizing data and technology for the whole portfolio How BlackRock’s acquisition of Preqin is changing the data and solutions game across the whole portfolio
- Mark O'Hare - Founder, Preqin, Vice Chair, BlackRock
- Emma Walden - Professional Broadcaster, IMpower Correspondent
How are leading alternatives players forging relationships with banks, tech providers, and LPs to drive growth?
What has gone into design process to be attractive to partnerships?
What factors make a fund or platform attractive for long-term partnerships?
Where do industry leaders see the biggest opportunities for scaling alternative investments?
- Punit Satsangi - Managing Director, SS&C GlobeOp
- Barry Fricke - Managing Director EMEA Head of Alternatives for Third Party Wealth, Goldman Sachs Asset Management International
- Martina Sanow - Partner, HG Wealth
- Erwan Paugam - Head of Private Wealth Solutions & Senior Managing Director, Ardian
- Nick Millington - Managing Director, Blackstone Private Wealth
An informal audience with General Sir Mark Carleton-Smith, Chief of the General Staff, Head of the British Army (2018 – 2022)
- General Sir Mark Carleton-Smith - Chief of the General Staff, Head of the British Army (2018 - 2022), Formerly the most senior Special Forces officer in Defence, The front-line of defence and geopolitical strategy expertise
- Karima Haywood - Editor in Cheif, IMpower FundForum
How are crypto is reshaping financial markets and investment strategies? From private to institutional adoption – What is the role of ETFs, mutual funds and ETPs?
How to access crypto assets/products: due diligence and risk management
Which innovations in decentralisation, tokenisation, and blockchain are set to drive the next wave of growth?
- Frank Dornseifer - Managing Director, Bundesverband Alternative Investments e.V. (BAI)
- Dr Maximilian Bader - Founding Partner, Q21 Capital
- Scott Schucht - Head of Distribution, CoinShares
- Bradley Duke - Head of Europe, Bitwise Asset Management
- Paul Frost-Smith - Co-CEO, Komainu
What does it take to lead when you're not the one in the ring—but the one guiding, supporting, and preparing others for impact?
Boxing coaches Rachel Bower and Matthew Jones draw powerful parallels between their experiences in the gym, the police force, and high-performance environments like finance. From the corner of the boxing ring to the frontline of public service, they explore what true leadership looks like - Reading the moment, building trust fast, making tough calls under pressure and coaching individuals to find their fight
Register early to avoid disappointment.
To register:
Open the ConnectMe app
Locate the "Book your Spot" button on the homepage
Select "Women Mean Business Lunch Day 2"
Complete the sign-up process to secure your place
Important Note: Adding this session to your agenda does not register you for the event. You must complete the registration process through "Book your Spot" to secure your place.
- Jamie Hammond - Former CEO & Industry Veteran, Director, Ilex Associates
- Rachel Bower - Former National Boxing Champion, Detective Inspector, Team GB Coach
- Matthew Jones - Met Police Sergeant, Boxing Coach, Reigning World Police & Fire Super Heavyweight Champion
- Laurence Genevet - CEO, CBD
- Serene El Masri - CEO, UBP Monaco
- Nicolas Feit - CEO, Societe Generale Private Banking, Monaco
- Justin Highman - Deputy CEO, Monaco Economic Board
- Maksym Konevshchynsky - Senior Strategy Consultant, Indefi
- Julien Mechler - Head of Sub-Advisory, BNPP AM
- Vanessa Bonjean - Head of Fund Selection, Société Générale Investment Solutions
How are Europe’s leading financial institutions mobilising household savings into long-term investments?
A new promise for private savings and an opportunity for the industry
- Dr Oliver Roll - Founder, The 4AlphaInstitute
- Christian Jasperneite - Co-Founder, CAP2 & CIO, M.M. Warburg
- Serge Weyland - CEO, ALFI
- Jean-Francois Hirschel - Chief Executive Officer, H-Ideas
- Pierre Bonart - Head of Multi-management, Edmond de Rothschild
- Laurent Auchlin - Managing Partner, Anglo Swiss Advisors
- Amparo Sampedro - Head of Fund Selection Platform, Generali Asset Management
Fortifying portfolios in uncertainty Balancing short and long-term multi –asset solutions. What innovative approaches are CIOs and investment leaders implementing to create resilient portfolios that can withstand market volatility and economic uncertainty? What’s dangerously under-estimated in the market and how to fortify portfolios from shocks in extreme uncertainty
- Luke Hyde-Smith - Co-Head of Multi Asset Strategies, Director, Waverton Investment Management
- Monika Calay - Director of UK Manager Research, Morningstar
- Rémi Lambert - Chief Investment Officer, AXA IM Select
- Edward Smith - Co-Chief Investment Officer, Rathbones Investment Management
- Furio Pietribiasi - CEO, Mediolanum Asset Management
- Fiona Frick - Founding Partner, Investment Consultant, Circe Invest
- Petter Johnsen - CIO, Managing Partner & former CIO, NBIM, ICP Asset Management
- Stian Jenssen - Partner, Government & Public Affairs, former Chief of Staff, advisor Jens Stoltenberg, NATO, ICP Infrastructure
Asset classes, safe havens and the relative attractiveness of US vs European asset managers
- Fiona Frick - Founding Partner, Investment Consultant, Circe Invest
- Xiao Cui - Senior Economist, Pictet
- Jose Mazoy - Global CIO, Santander Asset Management
- Anthony C. Bisegna - Executive Vice President & Head, State Street Markets
New Research on one of the most controversial global markets themes of today and how to select the right fund.
Artificial Intelligence can be considered the dominant investment theme of our time. Over the past five years, assets in Artificial Intelligence and Big Data funds globally have expanded fivefold, while new fund launches have reached record levels. Each fund defines and tracks the AI theme differently, which can lead to very different investment outcomes and create a selection dilemma for investors. In this session, we will introduce our most recent research on the topic, which includes an overview of the AI investment landscape and a practical framework for assessing Artificial Intelligence funds. Leveraging our unique thematic fund dataset, we will also share key findings on thematic purity and discuss how best to benchmark these strategies.
- Kenneth Lamont - Principal, Manager Research, Morningstar
- Anne-Valère Amo - Head of ETF Selection & Strategies, Trackinsight
- Angela de Wolff - Founding Partner, Conser
As investment firms evolve to meet the demands of an increasingly diverse outsourcing market, the operational backbone must adapt to support the seamless integration of traditional and emerging asset classes.
How can firms optimise their operational infrastructure to support the complexity of multi-asset funds and new investment products?
What are the key challenges in integrating traditional asset class operations with emerging investment opportunities like private markets and ETFs?
In what ways can the operations function become a strategic enabler for innovation and growth in investment offerings?
- Nikolay Netsov - Head of EMEA Asset Management, JP Morgan Payments
- Paul Martin - Global COO, Investments, Willis Towers Watson
- Jeanne Duvoux - Head of Business Support & Operations, Amundi Group
- Quentin Werle - Head of Portfolio Management, 6 Monks
- Frederic Van Ingelgom - Continental Europe Head of Business Development, HSBC
• Leveraging data and expertise to make investment decisions and support risk analysis
• How can advanced technology solutions help companies achieve stable and sustainable growth
• How AI is transforming financial markets through innovation and collaboration
- Bahar Ghaffari - Group Director, Investment Management, Banking & Execution Solutions, London Stock Exchange Group (LSEG)
- Arne Martin Moen - Chief Operating Officer, Storebrand
- Stuart Gunderson - Chief Operating Officer & Director, Seilern Investment Management
- Steve Taylor - Head of Data & Client Platforms for Issuer Services & Investor Services, Citi
- Joaquim De La Cruz - Co-Founder & CEO, Flanks
- Pascal Duval - Partner & CEO, Client engagement specialist
- Stephanie Clarke - Head of strategic Change, Pictet Asset Management
- Veronique Uzan - CEO, Allfunds Fance
A key undertaking for GPs, with many developing internal academies is to help train wealth advisors. This panel will bring some of the industry’s leading fund managers together to discuss how they are developing their education programs to communicate the value proposition of private credit.
This panel will discuss:
Defining private credit: What is it and how does it differ from traditional fixed income?
What are the return drivers in a private credit strategy?
Why does private credit fit well within an evergreen fund structure?
What strategies are GPs using to educate and engage wealth advisors, from in-house academies to digital learning platforms?
How might private credit strategies evolve in the coming years within the evergreen space (i.e. asset-backed finance strategies)?
What innovative private credit evergreen funds beyond direct lending are LPs buying from whom and where? New CLOs and ABS solutions
Where does this fit into the broader portfolio in the current macro environment, and can this continue? How to think about the risk and performance perspective for 2025
- James Williams - Founder, Green Lion
- Felix Janssen - Partner, LGT Capital Partners
- Orla Walsh - Managing Director & Portfolio Manager, Barings Private Credit
- Bernard Galea - Managing Director, Global Private Credit, Pantheon
- Paul Mann - Senior Director, Arcmont from Nuveen
Private equity secondaries offer a compelling entry point into the asset class, but understanding their nuances is key for wealth advisors looking to guide clients effectively. This panel brings together leading fund managers to demystify secondaries, break down their value proposition, and share insights into what makes a great secondary investment.
This panel will discuss: What exactly is a private equity secondary investment?
What are some of the most salient features of secondaries that wealth advisors need to understand?
What goes into evaluating secondaries, from pricing dynamics to portfolio quality?
How does the performance of open-ended evergreen funds (annualized returns) compare to traditional closed-ended funds (internal rate of return)?
Will the perpetual nature of evergreen structures make benchmarking easier and help drive the mutualisation of private equity among private wealth investors?
- James Williams - Founder, Green Lion
- Johnny el Hachem - CEO, Edmond de Rothschild Private Equity
- Edouard Boscher - Head of Private Equity, Carmignac
- Julian Ramplemann - Managing Director - Partner Secondary Investment team, Carlyle Alpinvest
- Declan Tiernan - Co-Head of Europe & Partner, Oak Hill Advisors
- Srdjan Vlaski - Managing Director, specialty finance credit strategies & secondaries, Stepstone
How the evolving geopolitical landscape is influencing investment decisions.
Will Europe back Europe and where are the opportunities?
- Alexandra Daly - CEO & Co-Founder, AA Advisors
- Peter Arnold - Head of European Private Markets, LBP AM
- Richard Surrency - Group CCO, IQ-EQ
- Mark Redman - Managing Partner, Head of Europe, Stellex Capital Management
- Luigi Terranova - Partner & CEO, Riello Investimenti SGR
In this profound closing keynote, award-winning photographer and Legacy of War Foundation CEO Giles Duley MBE shares how his extraordinary journey of resilience reshaped his approach to leadership. Drawing from his experiences as a photographer in conflict zones and his personal story of recovery, Duley offers unique insights into adapting to change, building resilience, and fostering meaningful growth in both personal and professional spheres.
Research shows that the best connections and conversations often come at the end of the event when everyone is most relaxed and at ease. Don’t miss this opportunity to solidify your new connections and community by taking advantage of our networking tables.
How are the attitudes of second and third-generation family office leaders changing, and what implications do these shifts have for GPs and asset managers? What are the current trends in demand for liquid and illiquid investments within family offices, and how is the concept of impact investing evolving in this context?
- April Rudin - Founder & President, The Rudin Group
- Phil Watson - Chief Investment Officer, Betteredge Capital
The art of strategic decision-making and managing risk
What better way to celebrate 35 years of industry innovation and connections than at our unforgettable closing party? Join us at Neptune Beach as we toast to new and old friendships, reflect on the past, and look ahead to the future. Let’s end this milestone event on a high note with great company, music, and celebration!
Location: Neptune Monaco Beach, Plage du, 98000 Monaco