AIMSE Europe Consultants Conference

26th March 2019 | Aviva Investors Offices, London

Consultants Conference


Venue:
AVIVA Investors Offices
St. Helens
1 Undershaft
London
EC3P 3DQ
Timings: Starting at 12 noon with registration and lunch
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Evolution: changes in institutional investment strategy

Please join us for a half day conference dedicated to consultant viewpoints on how strategy for institutional investors is evolving.  What are the key themes and what products will be on the agenda this year?  Find out what a range of consulting firms will be talking to their clients about during 2019.

We are pleased to be joined by keynote speaker The Rt Hon Iain Duncan Smith MP who will cover the timely topic of Brexit, giving us his views and anecdotes, in a humorous take on this important topic.

The Agenda:

12:00 – 13:00    Registration and Lunch – kindly sponsored by Clear Path Analysis

13:00 – 13:10    Welcome and Introduction by Chris Yiannakou, AIMSE Europe Board Member and Managing Director & Director of Institutional Services, Loomis Sayles Investments Limited

13:10 – 14:00     Diamonds & Duds
We present the findings from our annual Diamonds & Duds survey based on extensive one-to-one interviews with a cross section of Global and UK investment consultants. Our aim is to uncover the asset classes and investment themes that the consultant community believes will be the major winners and losers over the next 12 months. Our panel of senior investment consultants will then discuss the findings in greater detail.
Panel Speakers:
Simeon Willis, Chief Investment Officer, XPS Investment
Nick Samuels, Head of Manager Research, Redington
Gavin Orpin, Head of Investment Strategy, LCP
Moderator: Clare Allen, Vice President, UK Institutional and Consultant Relations, BMO Global Asset Management (EMEA)

14:00 – 14:30     Fiduciary Management 2.0
Following the publication of the final CMA report on the UK investment consulting and fiduciary management markets, our panel will discuss what the future holds for Fiduciary Management in light of the proposed remedies, and provide their thoughts on the themes ahead and the outlook for the industry.
Speakers:
Jonathan Libre, Principal, EMEA Insights, Broadridge Financial Solutions
Chris Binns, Senior Investment Consultant, Barnett Waddingham
Moderator: Simon Males, Managing Director, Head of Institutional Business, Muzinich & Co. Ltd.

14:30 – 14:50     The Bigger Picture
“Trust” is one of the PSLA’s main themes for 2019. In this session, Richard Butcher, Chair of the PSLA, will talk about why trust is so important for pension schemes, members and asset managers. Richard will also share his thoughts on the need for product differentiation (particularly with the move to master trusts and DB consolidation) and what themes are keeping pension schemes in the PSLA awake at night.
Speaker:
Richard Butcher, Chair, Pensions and Lifetime Savings Association
Moderator: Rona TrainSenior Investment Consultant, Hymans Robertson 

14:50 – 15:20     Refreshment Break

15:20 – 15:55     DB how close are we to the end game?
Consultants advising large, smaller, and LPGS schemes share their views on how close we are to the much talked-about ‘end game’ and what solutions they are utilising to help their clients.
Speakers:
Caroline Allensby-Green, FIA, Principal, Aon
Jordan Harrison, Senior Investment Consultant & Head of Investment in Birmingham, XPS Pensions Group
William Marshall, Head of LGPS Investment Clients, Hymans Robertson
Moderator: Rona Train, Senior Investment Consultant, Hymans Robertson

15:55 – 16:25    Lightening Talks
Our Lightning Talks session contains 3 short-yet sweet presentations from consultant experts on key topics covering: Culture in the Asset Management Industry,  Artificial Intelligence, and Impact Investing.
Speakers:
Sara Rejal,
Head of Liquid Diversifying Research, Willis Towers Watson
Suzanne Lubbe, Asset Class Specialist: Equities, Mercer Investments
Karen Shackleton, Founder, Pensions for Purpose, and Senior Adviser, MJ Hudson Allenbridge
Moderator: Jignasa Patel, Head of Client Relations UK, AMX

16:25 – 17:05     What happens Brexit – Keynote Speech delivered by The Right Honourable Iain Duncan Smith MP
The Right Honourable Iain Duncan Smith MP took a lead role in the Vote Leave campaign ahead of the EU referendum on 23 June 2016 appearing many times in the media and public debates and is now working alongside colleagues to ensure the Government achieves a smooth and rapid exit from the EU and forms a new relationship based on trade, continuing friendship and cooperation.
Moderator: Catriona Buckley, Associate Director, Consultant Relations, Fidelity International

17:05 – 17:15     Wrap-up and close by Corinne Crawford, Head of Consultant Relations, Allianz Global Investors

17:15 – 18:15     Hot tabling kindly sponsored by Style Analytics
Your opportunity to speak directly to consultant ‘hot-table’ hosts about the issues discussed in earlier sessions, to quiz and challenge on views.

18:15 – 20:00     Networking Drinks

Join us to be part of the conversation at this interactive event which will offer plenty of networking and discussion opportunities.

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 £350 + VAT, the second delegate is £225 + VAT and for non-member delegates the cost is £700 + 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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