AIMSE Europe Academy Conference

4th July 2018 | UBS Asset Management Offices

Academy Conference

JOIN US AT:
UBS Asset Management Offices
5 Broadgate
London,
EC2M 2QS
Timings: 11.45hrs-20.30hrs
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Register Here

 

Transformation, Disruption and the Future of Investment Management

Digital transformation, disruption and regulatory reinvention are shaping the future of our industry. What if you knew what was coming, who or what are the forces shaping that change and how to create new opportunities?

Engage with asset managers, consultants and asset owners for a half day of insight, perspective and challenge to help you understand and navigate current advances in technology, regulatory reform and changing market participant dynamics.

AGENDA
11:45-12.45    Registration and Lunch

12.45-12.50    Introduction and Welcome by Chris Yiannakou, Managing Director & Director of Institutional Services, Loomis Sayles Investments Limited & AIMSE Europe Board Member

Part I: Future Casting – Possibilities

12.50-13.35    Keynote Address: Gazing at the Crystal Ball – CEO reflections on change, opportunity and possibility.
Drawing on an impressive 30 year career in investments, Saker will look at future possibilities for our industry over the next decade, reflecting on past giant leaps to understand better how we might prepare, adapt and capture the opportunities.

Speaker: Saker Nusseibeh, Chief Executive Officer, Chair of the Executive Committee and Executive Board Director, Hermes Investment Management
Chair: Chris Yiannakou, Managing Director & Director of Institutional Services, Loomis Sayles Investments Limited & AIMSE Europe Board Member

13:35-14.20    Panel Session: Artificial Intelligence and Fintech: Impact and integration.
Fintech is changing the way we reach and engage with investors, in addition to fundamentally changing nature of competition/ cooperation between managers and intermediaries; but is this evolution or revolution?

Speakers: Mark Hayes-Newington, Proposition & Client Engagement, Stradegi Consulting
Tony Gillett, Director, Enterprise Platform, Morningstar
Chair: Claire Harding, Director & Co-head of Consultant Relations, Unigestion

14:20-15.00    Hot Tabling
Your opportunity to speak directly to the speakers, consultants and asset owner ‘hot-table’ hosts about the issues discussed in the first part of this conference.

15.00-15.20    Networking Break

Part II: Forecasting – Probabilities

15.20-16:20    Panel Session: Pensions & Investments 2030
Asset managers, consultants and asset owners discuss their forecasts for the investment industry in 2030 what this means for the competitive landscape, how players will interact, effect on product design, sales & delivery, and customers; now, then and on the way.

Speakers: Marisa Hall, FIA, Director, Willis Towers Watson’s Thinking Ahead Group
Jason Whyte, Associate Partner, UK Life & Pensions, EY
Stuart Bridges, Head of UK Marketing, Investec Asset Management
Chair: Jignasa Patel, Head of Client Relations, AMX

16.20-17.05    Panel Session: Innovation
Who says the Pensions system is a sleeping giant? Meet the Disruptors challenging traditional models of investment and pensions delivery. Understand emerging industry dynamics and explore new ways to approach the market.

Speakers: Neil Carter, Chief Commercial Officer & Founder, Havelock London
Hemant Bedarkar, Head of Investor Services, Seedrs
Chair: Michael McCabe, UK Head of Consultant Relationships, UBS Asset Management (UK) Ltd

17.05-17.25    Networking Break

Part III: Future Proofing – Uncertainty

17.25-17.55    Skills Session: Creative Uncertainty: Harnessing a solutions mindset
Understanding the mindset and language of solutions. An educational session exploring how to prepare, adapt and capture opportunity through uncertainty.

  • what is ‘Solutions’ and how is it used
  • the process of understanding the landscape, identifying needs, defining and creating bespoke solutions
  • what are the key skills required to be successful and how they can be applied across all aspects of a client facing role.

Speakers: Sam Wreford, CFA, Investment Consultant, Mercer
Chair: Claire Harding, Director & Co-head of Consultant Relations, Unigestion

17:55-18.30    Hot Tabling
Your opportunity to speak directly to speakers, consultants and asset owner ‘hot-table’ hosts about the issues discussed in the second part of the conference.

18.30-20.30    Networking Drinks Reception

20.30    Conference Concludes

The conference is targeted at those with up to five years industry experience with the aim of exploring important industry insights, developing careers and providing a chance to network with peers and clients.

Registration is open to both members and non-members. The cost of the first delegate from a member firm is £300 + VAT, the second delegate is £200 + VAT and for non-member delegates the cost is £550 + VAT.

We do hope you will be able to attend what promises to be an interesting and informative conference and superb networking opportunity.

To register, you will need your personal login details.

AIMSE Europe is kindly sponsored by:-

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