This year’s agenda has been designed with a focus on the future, to help you consider how to best position your firm and its strategies with the consultant community going forward. Join us for this half day conference where you will hear from a range of consulting firms who will discuss the changing forces that are shaping our industry and the challenges and opportunities they pose.
12:00-13:00 Registration and Lunch – kindly sponsored by Style Research
13:00-13:10 Introduction and Welcome by AIMSE Europe’s Chairman, Roger Price-Haworth
13:10-13:45 Diamonds and Duds
In this session, we will present the findings from our annual Diamonds & Duds survey to see which asset classes the investment management industry believes will be the major winners and losers over the next 12 months. We will take a deeper dive to assess and present the findings from one-to-one interviews from a large cross-section of Global and UK investment consultants as we garner their views as to the key issues on the agenda for their clients and how this could impact asset flows as a result.
Moderator: Chris Yiannakou, Managing Director & Director of Institutional Services, Loomis Sayles Investments Limited
13:45-14:25 Perspectives on Regulation
The asset management industry is experiencing what seems like an avalanche of new regulations which create both challenges and opportunities. In the first half of this session, The Investment Association’s, Director of Policy, Strategy and Research, Jonathan Lipkin will provide a summary of the major regulatory themes that have hit the industry in the last 12 months. In the second half of this session, our panellists will join Jonathan for a discussion on how these regulations will shape the industry over the years to come from the perspective of the asset owner, the asset manager and the investment consultant.
Caroline Escott, Investment and DB Policy Lead, Pensions and Lifetime Savings Association
Jonathan Lipkin, Director, Policy, Strategy and Research, The Investment Association
Andy Green, Chief Investment Officer, Hymans Robertson
Moderator: Catriona Buckley, Associate Director, Consultant Relations, Fidelity International
14:25-15:00 Alternative ways of Investing in Fixed Income
DB pension schemes have been actively implementing Cashflow Driven Investment strategies to generate the required level of cash to meet their member benefit payment promises. Whilst gilts can deliver cash through coupons and redemption proceeds in a low risk manner, this asset class is currently expensive and may not deliver sufficient additional growth, or risk premia, to help schemes’ close their funding deficits. As such, institutional investors have turned increasingly to other sources of cashflow – and higher return – generation. Demand for direct lending, private credit and higher yielding fixed income has been high. Will this continue? What are the priorities for ‘alternative’ contractual cashflows? And how can pension schemes mitigate accompanying higher risks of default, in a rising rate environment?
Moderator: Simon Males, Head of Institutional Business, Muzinich & Co. Ltd.
15:00-15:30 Networking and Refreshment Break
15:30-16:15 It’s Time to Stop Dancing Around Diversity…
Diversity is important for morale, productivity and performance across industries. Without diversity, employees are more likely to engage in group thinking and are less likely to create unique and imaginative solutions or draw upon life experience and cultural exposure. Our session will look at how asset managers can improve diversity within their teams and the investment process to generate positive working environments and ultimately, returns for their clients.
So Yeun Lim, Global Head of Infrastructure Research, Willis Towers Watson
Emily McGuire, Partner, Aon
Michael Kinney, Principal, Mercer
Lee Georgs, Director of Change and Support Services, Redington Ltd
Moderator: Lara Campbell, Global Consultant Relations, Amundi Asset Management
16:15-17:00 Keynote Speaker – Dr. Jill Armstrong, University of Cambridge
Men and Women – Equal partners in building inclusive workplaces
“I think it might be a good start if more people were aware of their own perceptions of male and female colleagues and how these might be warped a little bit by gender” (Man, middle manager)
Our keynote speaker, Dr. Jill Armstrong, a Bye-Fellow at Murray Edwards College, University of Cambridge will discuss:
• Why gender balance is important
• Why men and women need to work together to effect change
• How to motivate more men to take action to promote gender balance
• What practical initiatives leaders and individuals can adopt to build more inclusive cultures for the benefit of the business, and the individuals working in the business
17:00-18:00 Hot Tabling Session
Your opportunity to speak directly to consultant ‘hot-table’ hosts about the issues discussed in earlier sessions, to quiz and challenge on views.
18:00-20:00 Networking Drinks Reception
20:00 Evening Concludes
Registration is open to both members and non-members. In recognition of the event being hosted at one of our member’s offices we are pleased to be able to pass this benefit on to you and lower the delegate rates. The cost of the first delegate from a member firm is £375 + VAT, the second delegate is £225 + VAT and for non-member delegates the cost is £750 + 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:-