Marketforce

The Future of Fund Management

Add to calendar »
One Whitehall Place, London View details »

Email me the brochure » Register »

Celebrating its 16th anniversary, this industry-leading event within fund management provides a forum for strategic discussion about the key drivers of change within fund. 

Speakers

  • Wayne Bowers
    Wayne Bowers

    Chief Executive Officer

    Northern Trust Asset Management

  • Nick Lyster
    Nick Lyster

    Chief Executive Officer, Europe

    Principal Global Investors

  • Bill Smith
    Bill Smith

    Chief Executive Officer, UK

    Lazard Asset Management

  • Massimo Tosato
    Massimo Tosato

    Chief Executive Officer

    Schroders Investment Management

  • Helena Morrissey CBE
    Helena Morrissey CBE

    Chief Executive Officer

    Newton Investment Management

  • Pascal Duval
    Pascal Duval

    Chief Executive Officer, EMEA

    Russell Investment

  • Dominic Rossi
    Dominic Rossi

    Global Chief Investment Officer, Equities

    Fidelity Worldwide Investment

  • Keith Wade
    Keith Wade

    Chief Economist

    Schroders

  • Robert Talbut
    Robert Talbut

    Chief Investment Officer

    Royal London Asset Management

  • Erik Vynckier
    Erik Vynckier

    Chief Investment Officer

    Alliance Bernstein

  • Pascal Blanque
    Pascal Blanque

    Chief Investment Officer

    Amundi Group

  • Lucy Macdonald
    Lucy Macdonald

    Chief Investment Officer, Global Equities

    Allianz Global Investors

  • Hubert Keller
    Hubert Keller

    Managing Partner, Asset Management

    Lombard Odier

  • Dr Hyejin Youn
    Dr Hyejin Youn

    James Martin Fellow

    INET and The University of Oxford Martin School

  • Andrew Tunningley
    Andrew Tunningley

    Managing Director, Head of UK Strategic Clients

    BlackRock

  • Ian Barnett
    Ian Barnett

    Global Head of Portfolio Analytics & Design

    HSBC Global Asset Management

  • Tarun Chudasama
    Tarun Chudasama

    Head of Information Management

    Investec Asset Management

  • Paul Trickett
    Paul Trickett

    Chairmen, Non-executive Director

    Railpen

  • Sally Bridgeland
    Sally Bridgeland

    Former Chief Executive Officer, BP Pension Trustees & Senior Advisor

    Avida International

  • Prof Amin Rajan
    Prof Amin Rajan

    Chief Executive Officer

    CREATE

View all speakers »

Why attend?

  • To hear about the key challenges and opportunities in the current market from new entrants and established players
  • To network with key industry decision makers

Last year an exceptional line-up of speakers shared their insight on issues such as the impact of demographics, the future of distribution, platforms, benchmarks and the emerging fund market. 

Wayne Bowers
Wayne Bowers

Chief Executive Officer

Northern Trust Asset Management

Nick Lyster
Nick Lyster

Chief Executive Officer, Europe

Principal Global Investors

Bill Smith
Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

Massimo Tosato
Massimo Tosato

Chief Executive Officer

Schroders Investment Management

Helena Morrissey CBE
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

Pascal Duval
Pascal Duval

Chief Executive Officer, EMEA

Russell Investment

Dominic Rossi
Dominic Rossi

Global Chief Investment Officer, Equities

Fidelity Worldwide Investment

Keith Wade
Keith Wade

Chief Economist

Schroders

Robert Talbut
Robert Talbut

Chief Investment Officer

Royal London Asset Management

Erik Vynckier
Erik Vynckier

Chief Investment Officer

Alliance Bernstein

Pascal Blanque
Pascal Blanque

Chief Investment Officer

Amundi Group

Lucy Macdonald
Lucy Macdonald

Chief Investment Officer, Global Equities

Allianz Global Investors

Hubert Keller
Hubert Keller

Managing Partner, Asset Management

Lombard Odier

Dr Hyejin Youn
Dr Hyejin Youn

James Martin Fellow

INET and The University of Oxford Martin School

Andrew Tunningley
Andrew Tunningley

Managing Director, Head of UK Strategic Clients

BlackRock

Ian Barnett
Ian Barnett

Global Head of Portfolio Analytics & Design

HSBC Global Asset Management

Tarun Chudasama
Tarun Chudasama

Head of Information Management

Investec Asset Management

Paul Trickett
Paul Trickett

Chairmen, Non-executive Director

Railpen

Sally Bridgeland
Sally Bridgeland

Former Chief Executive Officer, BP Pension Trustees & Senior Advisor

Avida International

Prof Amin Rajan
Prof Amin Rajan

Chief Executive Officer

CREATE

Print Programme Download Brochure

The Future of Fund Management

View details »


09:00

Welcome address by Juliet Knight, Director, Marketforce

09:05

Chair’s opening remarks

Prof Amin Rajan
Prof Amin Rajan

Chief Executive Officer

CREATE

Session One: Exploring new horizons after the perfect storm
09:10

Leaders’ Forum

Seeking innovation and new ideas: where can asset management look next?

Bill Smith
Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

09:30

New avenues for investment: where can fund managers turn next?

Robert Talbut
Robert Talbut

Chief Investment Officer

Royal London Asset Management

09:50

Harnessing innovative technology

Erik Vynckier
Erik Vynckier

Chief Investment Officer

Alliance Bernstein

10:10

Panel discussion: Optimising your strategic response for the end of QE

  • What are the key challenges facing investment managers: what can be done?
  • How can asset managers do more to meet the changing needs of their clients?
  • How important are the Budget pension changes? How great are the opportunities for asset managers?
  • How will demographic change affect investment management?
  • What needs to be done to effectively manage the regulatory deluge?
  • How can asset managers do more to align culture with client risk appetites?
  • What role should the asset managers play in quest to reduce global systemic risk? 

 

Questions will be taken from the audience throughout the panel discussion

Nick Lyster
Nick Lyster

Chief Executive Officer, Europe

Principal Global Investors

Erik Vynckier
Erik Vynckier

Chief Investment Officer

Alliance Bernstein

Bill Smith
Bill Smith

Chief Executive Officer, UK

Lazard Asset Management

Robert Talbut
Robert Talbut

Chief Investment Officer

Royal London Asset Management

11:50

Refreshments

Session Two: Navigating choppy economic conditions
11:15

Keynote Address

A new investment paradigm: what does the future hold?

Keith Wade
Keith Wade

Chief Economist

Schroders

11:35

Questions

11:40

Advisory session

12:00

Panel discussion

Developing effective investment capabilities

  • The end of compulsory annuities: what strategies will be successful in a burgeoning marketplace?
  • A shifting and uncertain global economy: where do we stand?
  • Making the most of underperforming emerging markets: where can success be found?
  • Beyond emerging markets: where do the principal investment opportunities lie?
  • The end of an era: how will the post-QE environment affect fund managers?
  • How important is it for asset managers to prepare for changes in the interest rate?
  • Bonds v equities: where does the balance?
  • How should product development change in the face of low returns and volatile markets? 

 

Questions will be taken from the audience throughout the panel discussion

Wayne Bowers
Wayne Bowers

Chief Executive Officer

Northern Trust Asset Management

Lucy Macdonald
Lucy Macdonald

Chief Investment Officer, Global Equities

Allianz Global Investors

Dominic Rossi
Dominic Rossi

Global Chief Investment Officer, Equities

Fidelity Worldwide Investment

Session Three: Towards better client engagement
12:40

Ask-the-experts panel discussion: Improving dialogue with investors

In this session, the panel of expert speakers will explore the key areas where asset managers can improve their relationships with investors. Questions regarding asset allocation, reporting and communication, risk attitudes and lessons to be learnt from the crisis will be discussed.

Questions will be taken from the audience throughout the panel discussion

           

Pascal Duval
Pascal Duval

Chief Executive Officer, EMEA

Russell Investment

Andrew Tunningley
Andrew Tunningley

Managing Director, Head of UK Strategic Clients

BlackRock

Paul Trickett
Paul Trickett

Chairmen, Non-executive Director

Railpen

Sally Bridgeland
Sally Bridgeland

Former Chief Executive Officer, BP Pension Trustees & Senior Advisor

Avida International

13:20

Lunch

Session Four: Innovating for a new dawn of asset management
14:35

Keynote Address

The nature of invention

Dr Hyejin Youn
Dr Hyejin Youn

James Martin Fellow

INET and The University of Oxford Martin School

14:55

Questions

15:00

Innovation: a conversation

In this session, three of the most innovative players in asset management today will talk about the place of innovation in the asset management industry and how important it is for firms to develop their capabilities further to keep pace with technological, demographic and economic change. Here, they will respond to some of the ideas from the keynote address and share their thoughts on the future of the industry.

Pascal Duval
Pascal Duval

Chief Executive Officer, EMEA

Russell Investment

Massimo Tosato
Massimo Tosato

Chief Executive Officer

Schroders Investment Management

Hubert Keller
Hubert Keller

Managing Partner, Asset Management

Lombard Odier

15:40

Refreshments

Session Five: Improving fund management performance
16:05

Advisory session

16:25

Panel discussion: Challenges and opportunities of new technology

  • To what extent and where can technology drive improvements in fund management
  • How can systems be improved to streamline the asset management process?
  • How important is effective data management: what more can be done?
  • What processes can be developed to make cash management more efficient?
  • Reporting to the client and the regulator: how much investment is needed in improving systems?
  • Can the Investment Book of Record (IBOR) provide an effective means of managing real-time data? 

Questions will be taken from the audience throughout the panel discussion

Tarun Chudasama
Tarun Chudasama

Head of Information Management

Investec Asset Management

Ian Barnett
Ian Barnett

Global Head of Portfolio Analytics & Design

HSBC Global Asset Management

17:05

Keynote Closing Address

The future of fund management

Helena Morrissey CBE
Helena Morrissey CBE

Chief Executive Officer

Newton Investment Management

17:25

Questions

17:30

Chair’s closing remarks

  • Step 1

    Number of tickets

  • Step 2

    Basket

  • Step 3

    Log in/Sign up

  • Step 4

    Attendee details

  • Step 5

    Payment

VAT charged at 20%

  • Please select your preferred currency for payment and invoicing
  • Payment can either be made by debit/credit card (Visa/Mastercard/Maestro/Solo) or an invoice can be requested
  • 15% discount for 3 or more attendees (added automatically)
Attendees Until 19/12/14 Until 13/02/15 Standard rate
Standard Rate £795.00 + VAT
= £954.00
£895.00 + VAT
= £1,074.00
£995.00 + VAT
= £1,194.00
Subtotal 5 £995 + VAT
= £1,194.00
£1,105 + VAT
= £1,422.05
£1,205 + VAT
= £1,660.05
Discount   - £0 + VAT
- £0
TOTAL 8 £7,960 + VAT
= £9,552.00

Choose number of attendees to proceed to Basket


Back to top

Copyright © 2014, Marketforce. All Rights Reserved.

Site by