IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER CONNECT - 05/10/2020 Virtual event
Introduction to IM|Power Connect Portfolio Managers Presentations 1 & 2 - Round 2 09:40 - 09:45 IM|Power Connect 12:15 - 13:00 IM|Power Connect What do investors want? IM|Power Investor Survey Presentation 1 - Manulife
Presentaiton 2 - Principal Global Investors IM|Power Connect is an invite only opportunity for asset managers to meet and engage with leading fund Participants buyers. Neal Capecci - Managing Director, Portfolio Manager Asset managers looking to take part should contact of the Asian Bond Absolute Return Fund, Manulife James Roberts on [email protected] to Simon Hedger - Global Portfolio Manager, Real Estate enquire about booking a slot. Securities, Principal Global Investors
Macro Overview Investor Lunch 09:45 - 10:15 13:00 - 14:00 IM|Power Connect IM|Power Connect Participants
Charles Dumas - Director & Chief Economist, TS Portfolio Managers Presentations 3 & 4 - Lombard Round 1
14:00 - 14:45 Insight from leading outsourced CIO providers IM|Power Connect – how top fund buyers are resetting their Participants portfolios and selection criteria Speaker: Tassilo Seilern - Head of Research, Seilern 10:30 - 11:00 Funds IM|Power Connect Participants Portfolio Managers Presentations 3 & 4 - Moderator: Laurent Auchlin - Managing Partner, Anglo- Round 2 Swiss Advisors 15:00 - 15:45 Speaker: Fernand Schoppig - President, FS Associates IM|Power Connect speaker: Philippe Schindler - CEO, Heravest Participants speaker: Christophe Orly - Global Investment Strategist, Senior Advisor,, INDEFI Speaker: Tassilo Seilern - Head of Research, Seilern Funds
Portfolio Managers Presentations 1 & 2 - Round 1 Closing Keynote Discussion 16:00 - 16:30 11:15 - 12:00 IM|Power Connect IM|Power Connect Participants Presentation 1 - Manulife Michael O'Sullivan - Author, 'The Levelling' Presentation 2 - Principal Global Investors Simon Calton - Founder and CEO, Carlton James Participants Group
Neal Capecci - Managing Director, Portfolio Manager of the Asian Bond Absolute Return Fund, Manulife End of broadcast Simon Hedger - Global Portfolio Manager, Real Estate 16:30 - 16:35 Securities, Principal Global Investors
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER CONNECT - 05/10/2020 Virtual event
TIME IM|POWER CONNECT
09:00 09:40 - Introduction to IM|Power Connect 09:45 - Macro Overview
10:00 10:30 - Insight from leading outsourced CIO providers – how top fund buyers are resetting their portfolios and selection criteria
11:00 11:15 - Portfolio Managers Presentations 1 & 2 - Round 1
12:00 12:15 - Portfolio Managers Presentations 1 & 2 - Round 2
13:00 13:00 - Investor Lunch
14:00 14:00 - Portfolio Managers Presentations 3 & 4 - Round 1
15:00 15:00 - Portfolio Managers Presentations 3 & 4 - Round 2
16:00 16:00 - Closing Keynote Discussion 16:30 - End of broadcast
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 1 - 06/10/2020 Virtual event
Fund Buyer Academy Breakfast Briefing – How to become a trusted advisor to the How biggest buyers from the global financial DACH Family Office Special: asset allocation consumer along life’s financial journey: Fast institutions are rethinking strategic challenges for family offices in the Corona era tracking innovation in open finance and partnerships with asset managers in the light technology platforms to deliver personalised of global macro shifts 08:30 - 09:00 investment products and services catering for 12:15 - 12:45 Hear from three leaders from major multi and single customers’ overall financial wellness IM|Power CEOs family offices across DACH region 10:15 - 10:45 Participants Participants IM|Power CEOs Moderator: Anthony Torriani - Vice President, AMAF Moderator: Markus Hill - Independent, MH Consulting Participants Speaker: Jan-Marc Fergg - Global Head Wealth Speaker: Marcel Müller - Head of Portfolio Moderator: Joe Saliba - Deputy Chief Executive Officer, Products and Investments, HSBC RBWM Management, HQ Trust CACEIS Speaker: Olivier Paccalin , SG Private Banking speaker: Noel Butwell - CEO, Standard Life Savings Speaker: Luc Leclere - International Europe Market IM|Power Welcome Speaker: Samantha Seaton - CEO, MoneyHub Manager, Head of Key Clients - Member of the Speaker: Paul Goodwin - Proposition and Growth Executive Committee, BNP Paribas Wealth 09:00 - 09:05 Leader, DC and Individual Wealth, MERCER MONEY / Management IM|Power CEOs MERCER HEALTH
Lunch, Networking Break and Power Session Keynote address from the Principality of Comparing global C Suite strategy as tectonic Monaco 12:45 - 13:45 plates shift across society and global economy 09:05 - 09:15 – how are different parts of the investment The FundForum Power Session (40 mins) IM|Power CEOs ecosystem responding to the challenges? A series of fast-paced presentations from asset 10:55 - 11:25 managers exploring the rationale behind their fund. IM|Power CEOs Fund buyers will judge the presentations. Chairman's Address: Building an industry relevant for the Post Covid 19 world - Urgent Participants new solutions to address long-term savings, Speaker: Saker Nusseibeh CBE - CEO, International, Participants inclusion and the customer’s financial Federated Hermes wellbeing Moderator: Ben Granje - Managing Director, Speaker: Jean Raby - CEO, Natixis Investment Beconomics 09:15 - 09:25 Managers IM|Power CEOs Judge: Adam Jordan - Director of Investment speaker: Patrick Colle - CEO , BNP Paribas Securities Research & Management, Paul R. Ried Financial Group Participants Services Judge: Stéphane Monier - Group Managing Director, Presenter: Alex Birkin - Global Advisory Leader, EY Speaker: Gary Baker - Managing Director, EMEA, CFA Chief Investment Officer, Banque Lombard Odier & Cie Institute SA Moderator: Jenny Adams - Global Executive Producer, Judge: Anders Karsbaek Bertramsen - Head of Is Covid 19 the global trigger needed to IM|Power Leaders catapult us into a truly digital era? What more External Products, Nordea Asset Management can we do help our clients and increase the Presenter: Adrien Bommelear - European Equities SRI democratisation and scope of wealth Future proofing winning asset management Fund Manager, LFDE management? businesses with better client solutions and better decision making – Supporting long term 09:35 - 10:05 Keynote - Reaping the benefits from disruption IM|Power CEOs growth and partnerships through accelerated digitization of portfolio management, trading, - finding the positives for the fund industry Participants compliance and operations 13:45 - 14:15 Moderator: Edward Glyn - Managing Director, Head of FundForum International 11:35 - 12:05 Global Markets, Calastone IM|Power CEOs Speaker: Gail Weiss - President and Chief Trust Officer, Participants Aon Trust Where do we go next? The outlook for asset Speaker: Dean Brown - EY UK Wealth and Asset servicers Speaker: Frédéric Janbon - CEO, BNP Paribas Asset Management Advisory Partner, EY Management 14:25 - 15:05 Speaker: Robert Jamieson - Chief Technical Officer, FundForum International Speaker: Michael Reinhard - CEO, Universal Legal & General; Group Digital Officer, LGIM Investment • Supporting the growth of asset managers speaker: Martin Gilbert - Non Executive Chairman, Speaker: Stephane Lapiquonne - MD, Co Head of • Managing the ongoing regulatory changes and Revolut Continental Europe, Blackrock pace of technological change Moderator: Jenny Adams - Global Executive Producer, Part 1: Deloitte Survey Results (10 mins) IM|Power Leaders Part 2: Expert Panel (30 mins)
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 1 - 06/10/2020 Virtual event
Recalculating back office processes The delegated investment solutions showdown
15:15 - 15:45 17:15 - 17:45 FundForum International FundForum International
• Driving forward change and why it’s crucial • Comparing delegated investment solutions: sub- • A look at the latest solutions for asset managers advised funds, funds-of-funds and discretionary • Oversight – what needs to be done to ensure model portfolios effective distribution of funds • What are the use cases of each for distributors?
Participants Participants
Speaker: Niall Hornett - Head of UK Funds Product Moderator: Andreas Pfunder - Founder and CEO, Management, Citi instiHub Analytics
Speaker: Mike Tumilty - Global Chief Operating Officer, Speaker: Alberto Herranz - Investment Research; Risk Standard Life Aberdeen Analysis, Allfunds Bank
Speaker: Martin Fenner - Head Global Investment Marketing & Business Solutions, J. Safra Sarasin What the new age client experience looks like in practice Speaker: François-Xavier Gennetais - CEO, ABN Amro Investment Solutions 15:55 - 16:25 FundForum International Closing Leaders’ Panel • The growing importance of client needs against the product 17:55 - 18:30 • How clients want to engage and how to IM|Power CEOs differentiate your strategy Recalibrating the business & investment model to the Participants macro challenges and opportunities of the global economic reset Moderator: Rob Sanders - Co-Founder, Door
Speaker: Furio Pietribiasi - Managing Director, Participants Mediolanum Asset Management Ltd. Moderator: Paul Schott Stevens - CEO, Investment Company Institute
Exploring the role of sub advice in distribution Panellist: Jennifer Johnson - President & CEO, Franklin Templeton models Panellist: Seema Shah - Chief Strategist, Principal 16:35 - 17:05 Global Investors (Europe) FundForum International Panellist: Mike Gitlin - Partner, Capital Fixed Income Clarifying the potential pitfalls and opportunities in the Investors, Capital Group sub advisory partnership model
Participants IM|Power Networking Reception Moderator: Ric van Weelden - Senior Partner, INDEFI 18:30 - 19:30 Speaker: Paolo Biamino - Director, Head of Fund Selection, Euromobiliare A.M.
Speaker: Stéphane Corsaletti - CIO, Allfunds
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 1 - 06/10/2020 Virtual event
TIME FUNDFORUM INTERNATIONAL IM|POWER CEOS
08:00 08:30 - Fund Buyer Academy Breakfast Briefing – DACH Family 08:30 - Fund Buyer Academy Breakfast Briefing – DACH Family Office Special: asset allocation challenges for family offices in Office Special: asset allocation challenges for family offices in the Corona era the Corona era
09:00 09:00 - IM|Power Welcome 09:05 - Keynote address from the Principality of Monaco 09:15 - Chairman's Address: Building an industry relevant for the Post Covid 19 world - Urgent new solutions to address long- term savings, inclusion and the customer’s financial wellbeing 09:35 - Is Covid 19 the global trigger needed to catapult us into a truly digital era? What more can we do help our clients and in- crease the democratisation and scope of wealth management?
10:00 10:15 - How to become a trusted advisor to the consumer along life’s financial journey: Fast tracking innovation in open finance and technology platforms to deliver personalised investment products and services catering for customers’ overall financial wellness 10:55 - Comparing global C Suite strategy as tectonic plates shift across society and global economy – how are different parts of the investment ecosystem responding to the chal- lenges?
11:00 11:35 - Future proofing winning asset management businesses with better client solutions and better decision making – Sup- porting long term growth and partnerships through accelerated digitization of portfolio management, trading, compliance and operations
12:00 12:45 - Lunch, Networking Break and Power Session 12:15 - How biggest buyers from the global financial institu- tions are rethinking strategic partnerships with asset managers in the light of global macro shifts 12:45 - Lunch, Networking Break and Power Session
13:00 13:45 - Keynote - Reaping the benefits from disruption - finding the positives for the fund industry
14:00 14:25 - Where do we go next? The outlook for asset servicers
15:00 15:15 - Recalculating back office processes 15:55 - What the new age client experience looks like in prac- tice
16:00 16:35 - Exploring the role of sub advice in distribution models
17:00 17:15 - The delegated investment solutions showdown 17:55 - Closing Leaders’ Panel
18:00 18:30 - IM|Power Networking Reception 18:30 - IM|Power Networking Reception
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 2 - 07/10/2020 Virtual event
Fund Buyer & Asset Owner Academy Breakfast How should central banks, governments, IM|Power Keynote:The future of Europe post Briefing - Latest insights best practice fund investors or financial markets create resilience Covid-19 - What does Capitalism 2.0 look like investing from around the world Hosted by and respond to mitigating climate, global and who will be the new leaders? Association of Professional Fund Investors health and inequality? What is the reality of 11:50 - 12:20 (APFI ) - promoting professional standards and what is likely to happen with long term Green IM|Power CEOs integrity in fund investing Economic policy, supply chain innovation against pressures of job creation? Participants 08:00 - 08:35 IM|Power CEOs 09:50 - 10:20 Presenter: Guy Verhofstadt - former Prime Minister of IM|Power CEOs Belgium, leading MEP, Author “ Europe’s Last Chance”, Participants Member of The European Parliament and one of the Participants most outspoken MEPs on the future of Europe Moderator: Gandy Gandidzanwa - APFI Director, APFI Lead, Africa, Managing Director and Chairman, Moderator: Adam Matthews - Director of Ethics and Conceptual Fund Managers Engagement for the Church of England Pensions Board, as well as Co-Chair of the Transition Pathway Speaker: Mussie Kidane - Managing Director, Global Initiative and a Board Member of the Institutional Head of Fund & Manager Selection, Pictet Group Investors Group on Climate Change, (IIGCC)., Church Speaker: Jauri Hakka - APFI Director Emeritus, APFI Of England Pension Board Lead, Nordics, Managing Director, Widhaby Advisors Speaker: Sherry Madera - Global Head Industry & Speaker: Madalena Teixeira - APFI Director, APFI Lead, Government Affairs, Refinitiv Iberia, Senior Portfolio Manager, BPI Vida e Pensões Speaker: Jean-Marie Mercadal - Deputy Managing Speaker: Manuela Cedermas - Head of ESG and Director & CIO , OFI Asset Management Impact, Investcorp-Tages Speaker: Florence Fontan - Head of Company Engagement and General Secretary, BNP Paribas IM|Power CEOs Chairman’s address 08:45 - 08:50 What are key asset management leaders IM|Power CEOs advocating for future-proofing their Participants businesses in the face of E+S+G? How are they measuring progress? Speaker: Michael O'Sullivan - Author, 'The Levelling' 10:30 - 11:00 IM|Power CEOs Address from the Monaco Economic Board – Participants where investment management is going Moderator: Charles Dumas - Director & Chief 08:50 - 09:00 Economist, TS Lombard IM|Power CEOs Speaker: Nils Bolmstrand - CEO, Nordea Asset Management
Imagine 2030 – How do we deliver millions of Speaker: Fiona Frick - CEO, Unigestion savers’ short and long-term incomes now? speaker: Christophe Caspar - Global CEO Asset What kind of new global economy is emerging Management, Groupe Edmond de Rothschild and how must we rethink risk management & speaker: Euan Munro, FIA - CEO , Aviva Investors investment in the light of new geopolitical and environmental pressures
09:10 - 09:40 CEO interview on innovation and IM|Power CEOs transformation Participants 11:10 - 11:40 IM|Power CEOs Moderator: Michael O'Sullivan - Author, 'The Levelling' Participants Speaker: Hendrik du Toit - Founder & CEO, Ninety One Speaker: Bas NieuweWeme - CEO, Aegon Asset Speaker: Stephen Bird - CEO, Aberdeen Standard Management Investments plc (ASI) Moderator: Richard Bruyère - Managing Partner, INDEFI
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 2 - 07/10/2020 Virtual event
Speaker: Stephen Barrie - Deputy Director of Ethics Lunchtime IM|Power Leaders Initiative: What and Engagement, Church of England Pension Fund Focus on investment opportunities in emerging the UN Convened Asset Owners Alliance with markets – the what, why and how over 45Trillion AUM want from institutional Wealth management leaders' ESG strategy in 15:30 - 16:00 asset managers? Why asset managers need to FundForum International get with the climate agenda or step aside light of macro shifts: How major private banks and wealth managers are evolving their Participants 12:20 - 13:30 sustainable finance proposition: the IM|Power CEOs Panellist: Manraj Sekhon - Chief Investment Officer, practicalities of growing assets and developing Emerging Markets Equity, Franklin Templeton An over-view of what institutional asset managers products Investments need to do to stay relevant to their clients - how the 13:30 - 14:00 Moderator: Malik Sarwar - CEO, K2 Leaders leading international alliance of asset owners are IM|Power CEOs going to transition their portfolios to net-zero – Panellist: Kirk West - Executive Director, International Participants & CEO Asia, Principal Global Investors About IM|Power and The UN Convened Asset Owner Alliance & TPI Moderator: Fabrizio Zumbo - Associate Director - European Asset and Wealth Management Research, “The Church of England Pensions Board, The UN Cerulli Associates Drilling down to the core – what selectors need Convened Asset Owner Alliance & TPI are delighted to to focus on when evaluating managers Speaker: Bernard Aybran - CIO of Multi-Management, be partnering with IM|Power, the world’s largest INVESCO 16:10 - 16:40 gathering of global asset management leaders, to FundForum International establish a global partnership between the heads of Speaker: Rachel Whittaker - CIO WM - Sustainable Pension Funds and Asset Managers to drive the global Investing Strategist, UBS Wealth Management Participants climate transition. We will be joined by a leadership Speaker: Georg Skare Lund - Head of Fund Selection , group of Asset Owners and company CEOs for a high STOREBRAND ASSET MANAGEMENT level dialogue intended to result in a new agenda for Asset managers transformation Insight: How change aligned to the Goals of the Paris Climate leaders are rethinking how to rebuild their Speaker: Fredrik Wilander - Research Director, Grieg Agreement.” Investor entire business and investment processes Led by Adam Matthews, around sustainability – organically and non- Speaker: Susanne Bolin Gärtner - Head of Fund & organically Manager Selection, Danske Bank Director of Ethics & Engagement, Co-Chair the Speaker: Mia Söderberg - Selection Manager, Munich Transition Pathway Initiative (TPI) 14:10 - 14:40 IM|Power CEOs Re CHURCH OF ENGLAND PENSION BOARD Participants Speaker: Claudia Stanghellini - Head of External Management, AP3 And members of Moderator: Richard Bruyère - Managing Partner, INDEFI U.N.-CONVENED NET – ZERO ASSET OWNER ALLIANCE Speaker: Bettina Ducat - CEO, La Financière de Aligning your distribution strategy – focus on l'Echiquier ( LFDE) private banks TRANSITION PATHWAY INITIATIVE Speaker: Erich Gerth - CEO, Bluebay Asset 16:50 - 17:20 CEOs of leading corporates from oil, shipping and Management FundForum International transport Speaker: Nicolas Faller - Co-CEO Asset Management, Participants member of the executive Commitee of UBP Group, It’s time for action, advocacy, amplification. Union Bancaire Privée UBP Moderator: Malik Sarwar - CEO, K2 Leaders
• What is the core-group of key asset-owners public speaker: Alexandra Altinger - CEO, UK, Europe, Asia, Speaker: Stéphane Monier - Group Managing Director, position? JO Hambro Capital Management Chief Investment Officer, Banque Lombard Odier & Cie • Can we draw a macro-view across all the CEO SA climate initiatives? Speaker: Francesco Grosoli - CEO, Compagnie • What are the core climate interventions and new Leaders Case Study: How increasingly Monégasque de Banque (CMB) partnerships required? • How will partnerships and asset managers be held sophisticated transparency and disclosure Speaker: Jean-Christophe Gerard - CEO, Barclays to account? solutions are driving the adoption of ESG for Private Bank • Clarity of ambition and commitment diversified investment strategies. What is the impact for investors and asset managers?
14:50 - 15:20 Participants IM|Power CEOs
Speaker: Adam Matthews - Director of Ethics and Participants Engagement for the Church of England Pensions Panellist: Douglas Flint - Chairman, Standard Life Board, as well as Co-Chair of the Transition Pathway Aberdeen plc Initiative and a Board Member of the Institutional Investors Group on Climate Change, (IIGCC)., Church Of England Pension Board
Speaker: John Howchin - Secretary-General of the Council on Ethics, Swedish National Pension Funds
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 2 - 07/10/2020 Virtual event
Conversation: Talking transformation: the changing role of the Head of Fund Selection
17:30 - 18:00 FundForum International
• Examining the changing skillset • Everything you need to know: selecting managers and funds
Participants
Moderator: Albert Reiter - CEO, e-fundresearch.com & investRFP.com
Speaker: Gustaf Runius - Global Head Product Strategy, SEB
Speaker: Sai Tampi - Managing Director, Global Head of Funds & ETFs, HSBC Private Banking
The new investment vehicles for family offices
18:10 - 18:40 FundForum International
• What is their criteria – the value of more niche asset classes • The appeal of cash alternatives • Illiquid versus liquid assets
Participants
Speaker: Rania Azmi - Founder and Member, Alexandrite Decisions and Wharton's Executive Advisory Boards
Speaker: Mathieu Ferragut - CEO and Member, CFM Indosuez Wealth and CA Indosuez Wealth (Group) Management Committee
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 2 - 07/10/2020 Virtual event
TIME FUNDFORUM INTERNATIONAL IM|POWER CEOS
08:00 08:00 - Fund Buyer & Asset Owner Academy Breakfast Briefing - Latest insights best practice fund investing from around the world Hosted by Association of Professional Fund Investors (APFI ) - promoting professional standards and integrity in fund investing 08:45 - IM|Power CEOs Chairman’s address 08:50 - Address from the Monaco Economic Board – where in- vestment management is going
09:00 09:10 - Imagine 2030 – How do we deliver millions of savers’ short and long-term incomes now? What kind of new global economy is emerging and how must we rethink risk manage- ment & investment in the light of new geopolitical and environ- mental pressures 09:50 - How should central banks, governments, investors or fi- nancial markets create resilience and respond to mitigating cli- mate, global health and inequality? What is the reality of what is likely to happen with long term Green Economic policy, supply chain innovation against pressures of job creation?
10:00 10:30 - What are key asset management leaders advocating for future-proofing their businesses in the face of E+S+G? How are they measuring progress?
11:00 11:10 - CEO interview on innovation and transformation 11:50 - IM|Power Keynote:The future of Europe post Covid-19 - What does Capitalism 2.0 look like and who will be the new leaders?
12:00 12:20 - Lunchtime IM|Power Leaders Initiative: What the UN Convened Asset Owners Alliance with over 45Trillion AUM want from institutional asset managers? Why asset managers need to get with the climate agenda or step aside
13:00 13:30 - Wealth management leaders' ESG strategy in light of macro shifts: How major private banks and wealth managers are evolving their sustainable finance proposition: the practicali- ties of growing assets and developing products
14:00 14:10 - Asset managers transformation Insight: How leaders are rethinking how to rebuild their entire business and invest- ment processes around sustainability – organically and non- organically 14:50 - Leaders Case Study: How increasingly sophisticated transparency and disclosure solutions are driving the adoption of ESG for diversified investment strategies. What is the impact for investors and asset managers?
15:00 15:30 - Focus on investment opportunities in emerging markets – the what, why and how
16:00 16:10 - Drilling down to the core – what selectors need to focus on when evaluating managers 16:50 - Aligning your distribution strategy – focus on private banks
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER - DAY 2 - 07/10/2020 Virtual event
TIME FUNDFORUM INTERNATIONAL IM|POWER CEOS
17:00 17:30 - Conversation: Talking transformation: the changing role of the Head of Fund Selection
18:00 18:10 - The new investment vehicles for family offices
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020 Virtual event
Chair's Welcome Selecting the right ETFs every time Has regulation gone far enough?
08:55 - 09:00 09:40 - 10:10 10:20 - 10:50 FundForum International Inside ETFs Europe Inside ETFs Europe
As the ETF market grows, investors often feel Regulation was going to change the game for ETFs, Chair's Welcome overwhelmed by the choices. Building a fool proof due providing the rocket fuel to power growth and leave diligence model is paramount as the products grow in investors better invested. But do the regulations have 08:55 - 09:00 complexity. Our ETF veterans will reveal their top tips any teeth and are they driving the changes they Inside ETFs Europe on how to get your ETF due diligence right no matter intended? Our expert answers those questions and the asset class. more leaving you with a better understand of the road ahead. What is the ideal strategic asset allocation? Participants Participants 09:00 - 09:30 Speaker: Sai Tampi - Managing Director, Global Head FundForum International of Funds & ETFs, HSBC Private Banking Speaker: Sean Tuffy - Head of Market and Regulatory Intelligence, Securities Services, Citi Speaker: Richard Flax - Chief Investment Officer, • How you do judicious risk taking Moneyfarm • Focus on type of assets – multi assets or fixed income Speaker: Jonas Thulin - Head of Asset Management, Pause • Expected returns, risk and profile of different asset Erik Penser Bank classes 10:50 - 11:00 Speaker: Tuan Huynh - Chief Investment Officer Inside ETFs Europe Europe, Deutsche Bank Wealth Management Participants Moderator: Deborah Fuhr - Managing Partner and Moderator: Dr Oliver Roll - Founder, 4ALPHADRIVERS Founder, ETFGI What institutional investors want from illiquid Speaker: Michael Dittrich - MD, Deutschen strategies versus liquid alternatives Bundesstiftung Umwelt (DBU) 11:00 - 11:30 Focused workshop on MEASA – What are the Speaker: Maria Leitzbach - Head of Treasury, SOKA FundForum International Bau, Wiesbaden investment opportunities and how can you access these markets? • Can the alternatives market sustain value for Speaker: Ulrich Voss - Executive Board Member, providers? Tresono Family Office AG 10:20 - 10:50 • Putting the magnifying glass on transparency – FundForum International Speaker: Tina Hecking - Senior Portfolio Manager, institutions versus family offices • Which strategies and investment vehicles are Private Banking, Hamburger Sparkasse AG • What is the current framework for MEASA - how favourites? investors are approaching these markets • Exploring the benefits of ME over Africa or does Industry influencer ek ynote South Asia has more potential? • Putting plans into action – investment approaches 09:00 - 09:30 going forward Inside ETFs Europe Participants With all the talk about recessions, trade wars, and public health issues, in this session we will take a Moderator: Steve Barnett - Financial Centre 10,000-foot view of the global economy, highlighting Development Director, Abu Dhabi Global Market the risks and rewards, and access ETF’s product suitability in the times of uncertainty. Speaker: Peter Lejre - Senior Executive Officer, McKinley Capital
Speaker: Ebele Okeke - Managing Partner, Altica What do fund buyers really want to know Partners
09:40 - 10:10 Speaker: Russell Read - Group Managing Partner, C FundForum International Change Group Participants
Moderator: Andrew Summers - Head of Collectives & Fund Research , INVESTEC WEALTH MANAGEMENT
Speaker: Mussie Kidane - Managing Director, Global Head of Fund & Manager Selection, Pictet Group
Speaker: Justin Onuekwusi - Fund Manager, Legal & General Investment Management
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020 Virtual event
Inside ETFs lightning talk – Thematic ETFs: Convincing an active ETF sceptic: Active ETFs’ What you can do to win customers Investing in emerging and disruptive trends value adds 13:00 - 13:30 11:00 - 11:30 11:40 - 12:10 FundForum International Inside ETFs Europe Inside ETFs Europe • What your customers want This session will compose of three 5-min fast paced Why should investors switch from an active fund to an • Exploring customer retention versus acquisition talks focusing on 3 key areas surrounding thematic active ETF? How do active ETFs help boost the strategies investing. At the end of the 3 presentations all performance of a fund selector and what are the other • Maximising efficiencies in the new reality speakers will sit down to answer questions from the values they can add to a portfolio? In this inspiring and audience. fun debate, can our experts convince an active ETF Participants sceptic? Speaker: Chris Adamkowski - Head of Industry, 1. Will ETFs get a significant share or even a place in Financial Services, Google thematic investing? Why should investors take Participants indexing approach on this? Chris-Oliver Schickentanz - Chief Investment Officer, 2. What capability do ETF issuers have to identify a Commerzbank What you can do to win customers real megatrend from a fad? How to identify and Peter Thompson - Head of GSAM’s European ETF 13:00 - 13:30 implement the themes that could change the world Business, Goldman Sachs Asset Management Inside ETFs Europe through ETFs? • What your customers want 3. When to switch between different trends when Spotlight on pan-European pension investors: each has their own cycle? How can investors best • Exploring customer retention versus acquisition Change in pension and social security systems use thematic ETFs? strategies due as world evolves • Maximising efficiencies in the new reality Participants 12:20 - 12:50 Moderator: Ben Granje - Managing Director, FundForum International Plus live Q&A Beconomics • The need for a long-term investment viewpoint Participants Presenter 1: Weixu Yan - Investment Manager and • How to deliver value through effective investment Head of ETF Research, Close Brothers Asset solutions Chris Adamkowski - Head of Industry, Financial Management • What ways exist that minimise risk now, and in the Services, Google future Presenter 2: Wei Li - Managing Director, Head of EMEA Investment Strategy, BlackRock Participants Lunch Break Moderator: Dr Oliver Roll - Founder, 4ALPHADRIVERS 13:30 - 14:30 How insurers view asset managers Speaker: Olivier Rousseau - Executive director, FRR
11:40 - 12:10 Speaker: Christian Boehm - Chief Executive Officer, Quickfire session: What is the outlook in… FundForum International APK Pensionskasse AG 14:30 - 15:00 • Opportunities for insurers in a low-yield Speaker: Pierre Bollon - General Representative, AFG Alts Invest environment (Association Française de la Gestion Financière) • What is the view of asset managers on fast-moving • Private debt developments Fireside Chat: Asset allocation - Where to bet • Private equity Participants your money on? Moderator: Dr Oliver Roll - Founder, 4ALPHADRIVERS • IG Private credit 12:20 - 12:50 Speaker: Christof Kessler - CEO, Gothaer Asset Inside ETFs Europe • Infrastructure and real estate Management How to best use ETFs in your portfolio. Participants Speaker: Jean-Francois Garin - CEO, Groupama Gan Vie Participants Presenter: Nancy Mueller Handal - Executive Vice President and Senior Managing Director; Head of Speaker: Matthieu de Clermont - Head Insurance and Gilles Prince - CIO Switzerland, Edmond de Rothschild Private Fixed Income and Alternatives, MetLife Regulated Client Strategies, Allianz Global Investors (Suisse) S.A. Investment Management GmbH Presenter: Simon Calton - Founder and CEO, Carlton Speaker: Julian Temes - Head of Investment James Group Management, Strategic Implementation, Zurich Group Moderator: David Lowery - Head of Research Insights, Preqin
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020 Virtual event
Secrets to outperform Designing and building ESG strategies Alternative action
14:30 - 15:00 15:10 - 15:40 16:30 - 17:00 Inside ETFs Europe Inside ETFs Europe Alts Invest
Finding an outperforming active manager is nearly an Global pandemic has been accelerating ESG investing • Given uncertainty in equities and sovereign bonds impossible. So where does one find alpha? Our leading and corporate sustainability practices. But with more hounded by negative yields, what are the investors reveal how they use ETFs strategically to and more strategies coming to market how do alternatives to the traditional balanced portfolio of drive performance and capture alpha. Join this investors sort through the nuanced differences, should shares and bonds? thought-provoking session and find out what Europe’s they move away from cap-weighted strategies and most sophisticated investors are doing with their what are the best building blocks for construction of • Alternative action in a variety of forms, including clients’ money? ESG ETFs? We tackle the tough questions like data gold, art, private equity, hedge funds and real reliability, impact of technology and much more. estate Participants Participants Participants Moderator: Oliver Smith - Investment Director, Sandaire Moderator: Henry Cobbe - Head of Research, Elston Moderator: Yuri Bender - Editor in Chief, Professional Consulting Wealth Management, Financial Times Speaker: Ernst Knacke - Head of Research, Shard Capital Isabelle Bourcier - Head of Quantitative and Index Speaker: James Bevan - CIO, CCLA Management, BNP Paribas Asset Management Speaker: Enrique Marazuela - Chief Investment Officer, Speaker: Suzanne Gyorgy - Head of Art Advisory and BBVA Spain Private Banking James McManus - Chief Investment Officer, Nutmeg Finance, Citi Private Bank
Speaker: Jean-Marc Lefeuvre - Head of ALM, EDF Speaker: Leah Cox - Co-founder, IANUA Market
In conversation: How are private investors Speaker: Marc Syz - CEO, Syz Capital Focus session – What is on the wish list for investing? HNWIs? 15:50 - 16:20 Fixed income ETF revolution: The next frontier Alts Invest 15:10 - 15:40 of bond investing Alts Invest Participants 16:30 - 17:00 Inside ETFs Europe • How are private banks, family offices, and Speaker: Andy Mantel - CEO & Founder, Pacific Sun Advisors independent wealth managers thinking about Fixed Income ETFs have risen to prominence in the US, products and investment approaches? Speaker: Gordon Grant Curtis - Executive Director, CI as investors embrace the ease of use, transparency investments and liquidity. Do these same benefits apply to the • Thinking about new priorities, for example European markets? In this session we address the all intergenerational wealth your concerns and highlight how does this fit into a • Are the priorities of HNWIs being met by the alts Liquid alternatives: Will they ever work? portfolio, concerns about liquidity. In additional we industry? explore factors and how bond ETFs can be used to 15:50 - 16:20 build a genuine alpha-generating strategy? • What HNWIs want from their advisors Inside ETFs Europe Participants • What does the future hold for asset and wealth With markets at all-time highs how is the time to be Moderator: Ben Seager-Scott - Head of Multi-Asset managers? exploring alternatives and putting a hedge in place. Are ETFs the best solution for this asset class? Hear from Funds, Tilney Participants both ETF providers and private equity experts as we Frank Potaczek - Head of UK Proposition, Architas discuss and debate the best way to access these Moderator: Fabrizio Zumbo - Associate Director - markets. European Asset and Wealth Management Research, Cerulli Associates Participants End of broadcast
Speaker: Sheryl Needham - Managing Director, Head Moderator: Rochelle (Shelly) Antoniewicz - Senior 17:00 - 17:10 of Family Office Business EMEA, BlackRock Director, Industry and Financial Analysis, ICI Global Inside ETFs Europe
Speaker: Mariya Spartalis - Partner, Wealth Speaker: Norman Villamin - Senior Managing Director, Management HNWI UHNWI, Terreus Capital Chief Investment Officer (Wealth Management), Union Talking millennials – the private market world Speaker: Philip Mayer - Head of UK Family Office Bancaire Privée (UBP) 17:10 - 17:40 Team, Barclays Private Bank Speaker: Alberto Herranz - Investment Research; Risk Alts Invest Analysis, Allfunds Bank • What we know – reviewing what HNWIs want • How private markets cater to young investors • Beyond returns – the importance of sustainable investments now and in the future
Participants
Moderator: Kai Upadek - Partner and Head of Wealth Management, Oliver Wyman
Speaker: Daniel Cavanagh - Director, Saint Leonard SFO
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020 Virtual event
Alternative investments during times of crises
17:50 - 18:20 Alts Invest
• We know well how liquid assets like equities, bonds and credit perform in an economic downturn or during market turmoil. But how about alternatives, an asset class that investors have poured trillions of dollars into in the past 10 years? How will they fare during a downturn? • Evidence from historical periods of recessions and market turmoil • Examining a variety of future downturn scenarios and a qualitative assessment of the asset class’ expected performance
Participants
Speaker: Christoph Junge - Head of Alternative Investments, Velliv
Speaker: Frank Petersen - Founder, teacher and commentator, Earlybird Research & Education
Speaker: Omar Kodmani - Investment Director, Ruffer LLP
Moderator: David Lowery - Head of Research Insights, Preqin
End of broadcast
18:20 - 18:25 Alts Invest
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020 Virtual event
TIME ALTS INVEST FUNDFORUM INTERNATIONAL INSIDE ETFS EUROPE
08:00 08:55 - Chair's Welcome 08:55 - Chair's Welcome
09:00 09:00 - What is the ideal strategic asset 09:00 - Industry influencer ek ynote allocation? 09:40 - Selecting the right ETFs every 09:40 - What do fund buyers really want time to know
10:00 10:20 - Focused workshop on MEASA – 10:20 - Has regulation gone far enough? What are the investment opportunities 10:50 - Pause and how can you access these markets?
11:00 11:00 - What institutional investors want 11:00 - Inside ETFs lightning talk – The- from illiquid strategies versus liquid alter- matic ETFs: Investing in emerging and natives disruptive trends 11:40 - How insurers view asset man- 11:40 - Convincing an active ETF sceptic: agers Active ETFs’ value adds
12:00 12:20 - Spotlight on pan-European pen- 12:20 - Fireside Chat: Asset allocation - sion investors: Change in pension and so- Where to bet your money on? cial security systems due as world evolves
13:00 13:30 - Lunch Break 13:00 - What you can do to win cus- 13:00 - What you can do to win cus- tomers tomers 13:30 - Lunch Break 13:30 - Lunch Break
14:00 14:30 - Quickfire session: What is the out- 14:30 - Secrets to outperform look in…
15:00 15:10 - Focus session – What is on the 15:10 - Designing and building ESG wish list for HNWIs? strategies 15:50 - In conversation: How are private 15:50 - Liquid alternatives: Will they ever investors investing? work?
16:00 16:30 - Alternative action 16:30 - Fixed income ETF revolution: The next frontier of bond investing
17:00 17:10 - Talking millennials – the private 17:00 - End of broadcast market world 17:50 - Alternative investments during times of crises
18:00 18:20 - End of broadcast
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 4 - DIGITALISATION - 09/10/2020 Virtual event
Chair's Welcome Middle and back office outsourcing in asset Digital Wealth Leadership: Delivering the management firms financial wellness solutions and holistic 08:55 - 09:00 financial advice that will characterise next- FundForum International 10:10 - 10:40 FundForum International generation wealth management 13:10 - 13:40 • Gaining efficiencies by outsourcing reporting tasks, A new era – data and the changing distribution Digital Wealth 2020 model compliance duties and more • Increasing AuM by leveraging distribution • How to create, scale and manage a digital 09:00 - 09:20 outsourcing options ecosystem FundForum International • Under the magnifying glass - experiences of • Knowing when to Buy, Build or Partner outsourcing partnerships • Enacting a culture shift to enable and embrace • How are asset managers using and gathering data • How to maximise value and minimise risk – is innovation insourcing the answer? • Achieving the perfect balance to combine the best elements of digital and human in a hybrid model • Beyond data management – what you need to Participants consider Speaker: Karen Zachary - COO, CRUX Asset Participants Participants Management Moderator: Hanna Raftell - CEO, Fimento
Speaker: Stephan Pouyat - Global Head of Capital Speaker: Barbara McKenzie - Senior Executive Director Speaker: James Dunne - Head of Digital Investing, Markets, and Funds and ETF Services, Euroclear - Investments, Principal Global Investors Santander
Speaker: Viktor Fischer - CSO, Member of the Group Speaker: Daniel Andemeskel - Director - Head of Executive Board, ACOLIN Innovation Management, Universal-Investment Conversation: From the outside looking in – Speaker: Leonora Xhekaj - Vice President, Head of evaluating asset management Speaker: Lotta Bourgoin - Deputy Head, Digital Wealth, Operational Risk Management, Voya Investment Nordea 09:30 - 10:00 Management FundForum International Speaker: Fiona Horsewill - Head Digital & Data • Why it is important to take a helicopter view on the Strategy, Securities Services, Citi The impact of Open Finance on wealth asset management industry managers and asset managers • What we can gain by examining the challenges of 13:50 - 14:20 asset managers as a detached observer The impact of Brexit and new standards on Digital Wealth 2020 asset managers Participants Participants 10:50 - 11:20 Speaker: Arnaud Misset - Group Product Director, FundForum International Moderator: David Dalton-Brown - Chief Executive Caceis Officer, TISA
Speaker: Venetia Bell - Head of Strategy, Gulf Speaker: Clem MacTaggart - Chief Operating Officer, International Bank (UK) Increasing efficiencies – what good Killik & Co operational governance looks like Speaker: Gavin Littlejohn - Chair, FDATA 11:30 - 12:05 FundForum International Private Banking Reimagined – Creating a • The operational risks that can give rise to a ‘governance gap’ culture of innovation to blend seamlessly with • Examining the effective governance of costs traditional values across the value chain – including some new AMX 14:30 - 15:00 research on the impact of incorrect fund Digital Wealth 2020 structuring Participants Participants Speaker: Romain Jérome - Group Chief Digital Officer, Speaker: Aaron Overy - Head of Client and Manager Indosuez Wealth Management Development, The Asset Management Exchange Speaker: Markus Lammer - COO UHNW, Investment (AMX) Banking and Capital Markets, Credit Suisse Speaker: Mario de Bergolis - Chief Operating Officer, Speaker: Thorsten Burger - Director & Global Product Asset Management One International Ltd. Owner, Digital Content Solutions, Julius Baer Speaker: Alain Mandy - Vice President and Chief Operating Officer, Wellington Management Funds Global
Lunch Break
12:05 - 13:10
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 4 - DIGITALISATION - 09/10/2020 Virtual event
Scaling Tomorrow’s Portfolios: Progress, End of broadcast Purpose, Personalisation 17:50 - 18:00 15:10 - 15:40 Digital Wealth 2020 Digital Wealth 2020
From the continued rise of ESG across asset classes to the rapid developments in passion-based investing, the increasing importance of true portfolio personalisation is evident. How can behavioural analytics tools, fractional investing and algorithmic trading enable portfolio managers to align with their clients’ priorities and deliver carefully curated solutions while maintaining scale?
Participants
Moderator: Monica Woodley - Consultant, Independent
Speaker: Taras Rybak - Head of Investment Solutions, Fusion Asset Management
Interview with a keynote: Eastern Electric - How Asia has become the epicentre of innovation
15:50 - 16:20 Digital Wealth 2020
From early consumer adoption to government deregulation, conditions in the Asian market make it a prime grazing ground for fintech unicorns. How can the global industry learn from this and stimulate innovative growth within the constraints of existing structures?
Participants
Jonathan Larsen - Chief Innovation Officer and Chairman and CEO of the Ping An Global Voyager Fund., Ping An Group
Breaching the Void: NextGen customer engagement to overcome the D2C disconnect
16:30 - 17:00 Digital Wealth 2020
The concept of value is shifting from cost and performance to UX, convenience and personalisation. How can we re-engineer the industry to escape commoditisation and create a client-centric end-to-end investment experience?
Participants
Speaker: Zoe Robson - Global Head of Innovation, Architas
Speaker: Benedetta Arese Lucini - Co-Founder and CEO, Oval Money
Systematising and scaling behavioural client profiling ot build hyper-personalised client engagement systems
17:10 - 17:40 Digital Wealth 2020
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 1: IM|POWER DAY 4 - DIGITALISATION - 09/10/2020 Virtual event
TIME DIGITAL WEALTH 2020 FUNDFORUM INTERNATIONAL
08:00 08:55 - Chair's Welcome
09:00 09:00 - A new era – data and the changing distribution model 09:30 - Conversation: From the outside looking in – evaluating asset management
10:00 10:10 - Middle and back office outsourcing in asset manage- ment firms 10:50 - The impact of Brexit and new standards on asset man- agers
11:00 11:30 - Increasing efficiencies – what good operational gover- nance looks like
12:00 12:05 - Lunch Break 12:05 - Lunch Break
13:00 13:10 - Digital Wealth Leadership: Delivering the financial well- ness solutions and holistic financial advice that will charac- terise next-generation wealth management 13:50 - The impact of Open Finance on wealth managers and asset managers
14:00 14:30 - Private Banking Reimagined – Creating a culture of in- novation to blend seamlessly with traditional values
15:00 15:10 - Scaling Tomorrow’s Portfolios: Progress, Purpose, Per- sonalisation 15:50 - Interview with a keynote: Eastern Electric - How Asia has become the epicentre of innovation
16:00 16:30 - Breaching the Void: NextGen customer engagement to overcome the D2C disconnect
17:00 17:10 - Systematising and scaling behavioural client profiling ot build hyper-personalised client engagement systems 17:50 - End of broadcast
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 2: IM|POWER DAY 1 - SUSTAINABILITY - 12/10/2020 Virtual event
Chair's Welcome Collaborative Engagement Case Study Lunch Break. Plus Sustainability & impact investor boutique manager showcase 08:50 - 09:00 10:50 - 11:20 Sustainability & Impact Investor Forum Sustainability & Impact Investor Forum 12:40 - 13:40
Can due diligence and transparent proxy voting really Participants yield a valid expression of stakeholder values? Why Opening Keynote: Market growth, fund flows & Speaker: Suresh Mistry - Co-Founders and Director for stakeholder engagement is the key to ensuring impact data research presented by Morningstar Brand Engagement, Alquity outcomes: Breakdown and analysis of a real-life case 09:00 - 09:20 of lobbying Speaker: George Latham - Managing Partner, WHEB Sustainability & Impact Investor Forum Asset Management Participants Participants Stephen Barrie - Deputy Director of Ethics and Hortense Bioy - Director of Passive Funds Research, Engagement, Church of England Pension Fund Building Impact Workshop part two: ‘How to Europe, Morningstar build a multi-asset portfolio for Impact’
13:40 - 14:00 Fixed Income All-Star Panel Sustainability & Impact Investor Forum Where asset owners lead the global 11:30 - 12:00 discussion: ‘What ESG 2.0. looks like beyond Case studies in portfolio building for high net worth Sustainability & Impact Investor Forum integration’ institutions and individuals How can fixed income assets provide value to 09:30 - 10:00 Participants Sustainability & Impact Investor Forum financing sustainable growth and change? Moderator: Claudia Coppenolle - Co-founder and CEO - Committing to active management with impactful Green fixed income - Real Estate (wholesale lending), IMP+ACT Alliance, Impact Management Project objectives (light, dark) Green, Blue, Transition Bonds - will be key. Participants Participants InfraTech: The Next Frontier Moderator: Emmanuel Parmentier - Partner, ESG & Moderator: Manuel Adamini - Investor Engagement 14:10 - 14:40 Sustainability Advisory, INDEFI Head, Climate Bonds Initiative Sustainability & Impact Investor Forum Speaker: Laurent Deborde - Director of Innovation and Speaker: Rhys Petheram - Fund Management Director, Development, Caisse des Dépôts Jupiter AM Three exclusive case studies on emerging sustainable infrastructure from Europe to Asia Speaker: Jacqueline van Voorthuizen - Responsible Speaker: David Zahn - Head of European Fixed Investments, PGB Pensioendiensten Income, Franklin Templeton Participants
Speaker: Tommy Piemonte - Head of Sustainable Moderator: Jeffrey Altman - Partner, e2T Capital Investment Research, BKC( Bank für Kirche und Building Impact Workshop part one: Impact Partners Caritas )-Paderborn Investing Case Studies – Scale Panellist: Guido van Tartwijk - CEO, Heliatek
12:10 - 12:40 Responsibility in emerging markets Sustainability & Impact Investor Forum Global Standards investments Although resources are readily available for impact 14:50 - 15:20 10:10 - 10:40 reporting, how can you construct a portfolio that sees Sustainability & Impact Investor Forum Sustainability & Impact Investor Forum returns? • How will the competition between rule-makers Trends, opportunity and meeting the SDGs. Take part in a workshop that shows you how to progress? effectively use impact data and reporting to your • What are the implications for global asset When investing in emerging markets there is no room advantage. for a lack of due diligence. How are responsible values managers? applied to investments in developing economies? Participants Where and who should I trust with my money in 2020 Participants Moderator: Evita Zanuso - Senior Director, Big Society and beyond? Moderator: Laurent Babikian - Director Capital Capital Markets, Europe, CDP Participants Speaker: Dany Roizman - Founding Partner, Brainvest Speaker: Charlotte Gardes - Deputy Head of the Wealth Management Moderator: Manuela Cedermas - Head of ESG and Financial Stability and Corporate Governance Unit, Impact, Investcorp-Tages Speaker: Simon Chisholm - CIO, Resonance Direction générale du Trésor (French Treasury)
Speaker: Peter Branner - CIO, APG Speaker: Xenia Loos - Managing Director, XS Speaker: Patrice Bergé-Vincent - Managing Director, Speaker: Murray Collis - Deputy Chief Investment Investments Europe, ICI Global Officer, Fixed Income, Asia (ex. Japan) and Head of Speaker: Liesbet Peeters - Managing Partner , D Fixed Income, Singapore, Manulife Investment CAPITAL PARTNERS Management
Speaker: Lei Fu - Advisory Council Member, ChinaSIF
Speaker: Kareem Hamza - CEO, Introspect Capital
Speaker: Dominic Scriven - CEO, Dragon Capital
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 2: IM|POWER DAY 1 - SUSTAINABILITY - 12/10/2020 Virtual event
Listening to the voice of the next generation: IM|Power Wisdom of the Selector ESG Awards What connects Extinction Rebellion, asset in Partnership with Sharing Alpha management and enabling systemic change? 17:20 - 17:30 15:30 - 15:50 Sustainability & Impact Investor Forum Sustainability & Impact Investor Forum Introduction & how digital selectors choose ESG fund Participants from Sharing Alpha's founding partner, Oren Kaplan.
Speaker: Ronan Harrington - CEO, Alter Ego; Political Hear professional fund selectors talk about their Strategist, Extinction Rebellion methodology when choosing ESG funds at the Sustainability & Impact Investor Forum.
What distinguishes an ESG Fund? (Part 1) Find out more about the awards here.
16:00 - 16:30 Participants Sustainability & Impact Investor Forum Oren Kaplan - Co-Founder and CEO, SharingAlpha What do fund buyers really want to know from you regarding ESG? How to demonstrate the efficacy of your ESG approach. End of broadcast Participants 17:30 - 17:35 Sustainability & Impact Investor Forum Moderator: James Bevan - CIO, CCLA
Speaker: Diandra Soobiah - Head of Responsible Investment, National Employment Savings Trust (Nest)
Speaker: Andrew Summers - Head of Collectives & Fund Research , INVESTEC WEALTH MANAGEMENT
Speaker: James Penny - Senior Investment Manager, TAM Asset Management
Speaker: Richard Romer-Lee - Co-founder and Managing Director, Square Mile
Speaker: Dan Kemp - Chief Investment Officer, Morningstar Investment Management Europe Ltd
What distinguishes an ESG Fund? (Part 2)
16:40 - 17:10 Sustainability & Impact Investor Forum
What do fund buyers really want to know from you regarding ESG? How to demonstrate the efficacy of your ESG approach
Participants
Speaker: Deirdre Cooper - Portfolio Manager, Investec Asset Management
Speaker: Suresh Mistry - Co-Founders and Director for Brand Engagement, Alquity
Luc Olivier - SRI and Impact Fund Manager, La Financière de l'Echiquier ( LFDE)
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 2: IM|POWER DAY 1 - SUSTAINABILITY - 12/10/2020 Virtual event
TIME SUSTAINABILITY & IMPACT INVESTOR FORUM
08:00 08:50 - Chair's Welcome
09:00 09:00 - Opening Keynote: Market growth, fund flows & data research presented by Morningstar 09:30 - Where asset owners lead the global discussion: ‘What ESG 2.0. looks like beyond integration’
10:00 10:10 - Responsibility in emerging markets investments 10:50 - Collaborative Engagement Case Study
11:00 11:30 - Fixed Income All-Star Panel
12:00 12:10 - Building Impact Workshop part one: Impact Investing Case Studies – Scale 12:40 - Lunch Break. Plus Sustainability & impact investor boutique manager showcase
13:00 13:40 - Building Impact Workshop part two: ‘How to build a multi-asset portfolio for Impact’
14:00 14:10 - InfraTech: The Next Frontier 14:50 - Global Standards
15:00 15:30 - Listening to the voice of the next generation: What connects Extinction Rebellion, asset management and enabling sys- temic change?
16:00 16:00 - What distinguishes an ESG Fund? (Part 1) 16:40 - What distinguishes an ESG Fund? (Part 2)
17:00 17:20 - IM|Power Wisdom of the Selector ESG Awards in Partnership with Sharing Alpha 17:30 - End of broadcast
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone IM|POWER DAY 2 - ASIA & BEYOND - 13/10/2020 Virtual event
Morning networking Asian CIO panel: How to take a new, agile Keynote address: The importance of green approach into 2021 finance for Asia 08:30 - 09:00 10:30 - 11:00 13:30 - 13:45 FundForum Asia FundForum Asia Chairman’s welcome to IM|Power Asia 2020 CIOs discuss how they are taking on the difficult task Participants 09:00 - 09:10 of staying nimble and adapting their investment Grace Lau - Executive Director (Risk and Compliance) / FundForum Asia strategy in the current climate, investing in a low Chief Risk Officer (Exchange Fund Investment Office), interest rates world and how technology is HKMA Audience polling on the state of the industry in Asia empowering their investments.
Participants Geostrategic outlook for Asia: Rebalancing New horizons for China’s Greater Bay Area: Panellist: Arjan De Boer - Head of Markets, Opportunities for local and global managers amid a pandemic Investments & Structuring, Asia, Indosuez Wealth 09:10 - 09:30 Management 14:00 - 14:20 FundForum Asia FundForum Asia Panellist: Eli Lee - Head of Investment Strategy, Bank of Singapore A macroeconomic discussion on the impact of Fireside chat: 5 questions in 20 minutes geopolitics, trade wars and global health on the Asian Panellist: Ben Rudd - Chief Investments Officer, Hear about the latest opportunities for local and economy. We will look at how business must adapt to Prudential Hong Kong international fund managers based in Hong Kong. With changing consumer behaviour, how policy makers Panellist: Lakshmi Iyer - President and Chief the opening up of GBA for financial services products must find a way to make the region’s growth Investment Officer (Debt), Kotak Mahindra Asset and the recent launch of cross-boundary “Wealth sustainable and challenges around digital and labour Management Management Connect” understand what this means in transformation. terms of how you can prepare yourself. Panellist: Chunyen Liu - Chief Investment Officer, AIA Plus, interactive Q&A with guest economist Singapore Participants
Participants Speaker: Eleanor Wan - Chief Executive Officer, BEA James Cheo - Chief Market Strategist, Southeast Asia, Networking Break Union Investment HSBC Private Banking Speaker: Stewart Aldcroft - CEO, CitiTrust 11:00 - 11:10 FundForum Asia
Asian CEO panel: Personal and financial All about the money: CIOs’ views on China wellbeing in the post-pandemic world Fund regulation update 14:30 - 15:00 09:40 - 10:20 FundForum Asia 11:10 - 11:30 FundForum Asia FundForum Asia How are institutional investors evaluating onshore and 1. What did we get right and wrong in 2020? Participants offshore allocations? Is China a diversification play for overseas investors? How do their return profile and 2. How can we help clients weather the financial Speaker: Trevor Lee - Senior Director of Investment risk appetite look like in times of uncertainty? storm? Products, Securities and Futures Commission (SFC), Hong Kong 3. CEO’s big ideas: How can we get serious about sustainability in Asia? Participants
4. Can ETFs survive a more volatile environment? New regulation: Non-complex and complex Moderator: Martin Hennecke - Asia Investment products Director, St. James's Place Wealth Management 5. What opportunities are there in Asia in the post- 11:40 - 12:00 Panellist: William Ma - Chief Investment Officer, Noah pandemic recovery? FundForum Asia Holdings
Participants Panellist: Wilfred Sit - Director & Chief Investment Officer, Hang Seng Investment Management Steven Billiet - Chief Executive Officer Asia Pacific, Keynote: Digital innovation from the Asia Head of Distribution Asia Pacific, BNP Paribas Asset perspective Management 12:10 - 12:30 Scott Geary - Head of Asia Pacific, GRG, ellingtW on FundForum Asia Management Participants Rajeev Mittal - Managing Director Asia Pacific-ex Japan, Fidelity International Jonathan Larsen - Chief Innovation Officer and Chairman and CEO of the Ping An Global Voyager Junjie Watkins - Chief Executive Officer, Asia ex Japan, Fund., Ping An Group Pictet Asset Management
Networking lunch
12:30 - 13:30 FundForum Asia
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone IM|POWER DAY 2 - ASIA & BEYOND - 13/10/2020 Virtual event
Doing business successfully in China Keynote: How to ensure a sustainable, profitable future for the investment industry 15:10 - 15:40 FundForum Asia 17:00 - 17:30 FundForum Asia What do you need to factor into your China strategies? Engage through interactive Q&A and polling with How global asset managers are structuring their China International and Asian CEOs business Participants Is a local partner still a necessity and are the local firms eadyr to compete with the giants? Thomas Cheong - President of Asia, Principal Financial Group Participants Scott Geary - Head of Asia Pacific, GRG, ellingtW on Moderator: Leo Shen - China Wealth Leader, Mercer Management (China) Ltd. Toru Yoshibe - Chief Executive Officer, Asset Panellist: Daisy Ho - President, China, FIL Investment Management One International Ltd. Management (Shanghai) Limited
Panellist: Alex Qian - Chief Executive Officer, China, AllianceBernstein IM|Power Asia Networking
Panellist: Andy Mantel - CEO & Founder, Pacific Sun 17:30 - 18:30 Advisors
China - Lessons for global investors
15:40 - 16:00 FundForum Asia
• Chinese equities major stock market cycles
• What lessons can be learned from SARs and other Asian crises?
• US-China relations
Participants
Speaker: Andy Mantel - CEO & Founder, Pacific Sun Advisors
APAC’s COOs on making ops the business’ secret weapon
16:20 - 16:50 FundForum Asia
Dig down into how the industry’s most forward- thinking COOs are driving growing and transforming their businesses by collaborating with technology
Participants
Dean Chisholm - Regional Head of Operations, Invesco Asset management Pacific Limited
David Ng - Chief Operating Officer, CSOP Asset Management
Rob Scott , Nikko AM
Ken Hui - Chief Operating Officer, Fullgoal Asset Management (HK) Ltd.
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone IM|POWER DAY 2 - ASIA & BEYOND - 13/10/2020 Virtual event
TIME FUNDFORUM ASIA
08:00 08:30 - Morning networking
09:00 09:00 - Chairman’s welcome to IM|Power Asia 2020 09:10 - Geostrategic outlook for Asia: Rebalancing amid a pandemic 09:40 - Asian CEO panel: Personal and financial wellbeing in the post-pandemic world
10:00 10:30 - Asian CIO panel: How to take a new, agile approach into 2021
11:00 11:00 - Networking Break 11:10 - Fund regulation update 11:40 - New regulation: Non-complex and complex products
12:00 12:10 - Keynote: Digital innovation from the Asia perspective 12:30 - Networking lunch
13:00 13:30 - Keynote address: The importance of green finance for Asia
14:00 14:00 - New horizons for China’s Greater Bay Area: Opportunities for local and global managers 14:30 - All about the money: CIOs’ views on China
15:00 15:10 - Doing business successfully in China 15:40 - China - Lessons for global investors
16:00 16:20 - APAC’s COOs on making ops the business’ secret weapon
17:00 17:00 - Keynote: How to ensure a sustainable, profitable future for the investment industry 17:30 - IM|Power Asia Networking
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 2: IM|POWER DAY 3 - ASIA & BEYOND - 14/10/2020 Virtual event
Breakfast briefing open ot all looking to Have ETFs let investors down in times of Lunch Break and speaker Q&A advance female empowerment uncertainties? 12:30 - 13:50 08:15 - 08:55 10:50 - 11:20 Women in Funds Asia FundForum Asia How investors can prepare for a low carbon High volatility has increased the tracking errors and future in Asia Fund buyer only “breakfast”: Hosted peer-to- fees in ETFs and accelerated panic sell off. In this session our experts will assess product suitability in 13:50 - 14:20 peer discussion the current market situation and how investors can FundForum Asia 08:15 - 08:55 optimise the benefits of ETF investing. Participants Fundbuyer Breakfast FundForum Asia Participants Jean-Marc Champagne - Head of Environmental Come with your top three concerns to discuss with Moderator: Louis Poon - Country Head Hong Kong, Finance, Asia-Pacific, WWF HK your peers in this off-the-record discussion Allfunds Hong Kong Limited Simon Hopkins - CEO, Milltrust International Group
Yingyong Chiaravutthi - Head of Investment, Eugenia Koh - Head, Sustainable/Impact Investing and Chair's Welcome Prudential Life Assurance (Thailand) PLC Engagement Strategy, Private Banking & Wealth Management, Standard Chartered Bank 08:55 - 09:00 Jacky Tang - Managing Director, Head of Portfolio FundForum Asia Management Group Asia, Goldman Sachs Private Wealth Management Interactive ESG workshop: Integrating data and Keynote interview with Ning Tang + Live Q&A metrics into your investment strategy Break 14:30 - 15:00 09:00 - 09:30 FundForum Asia FundForum Asia 11:20 - 11:30 FundForum Asia Discover how to evaluate your ESG portfolio allocation - How the wealth management landscape is changing and deliver alpha. in China. - Chinese retail investor behavior. APAC CIOs’ take on all things ETFs: ESG, With insights into: - The future of investment products distribution in thematic, active and more China. 1. Overcoming the hurdle of taxonomy and the - CreditEase's digital strategies in this new era. 11:30 - 12:00 divergence in ratings FundForum Asia 2. Localising ESG data sets and methodology to Participants mainland China With the growth of factor investing and the 3. How to gain access to the raw data Blair Pickerell - Strategic Advisor, Creditease Wealth proliferation of active ETFs, we will engage some of Management the savviest institutional investors on how they are Participants Ning Tang - Founder and CEO, CreditEase positioning their portfolios by marrying active and passive approaches. How open are they to investing in Moderator: Jonathan Ha - CEO, Red Pulse thematic and active ETFs? Speaker: Crystal Geng - Chief ESG Expert, Ping An Pan-Asian leaders answer all: Riding the next Participants Group wave of technological innovation Alan Liu - Head of Treasury, Hong Kong Housing 09:40 - 10:40 Society Capturing the multi-trillion-dollar opportunity FundForum Asia Mai Khanh Vo - Chief Investment Officer, Architas Asia in Southeast Asia How can technologies make business processes more Adrian Zuercher - Managing Director, Head Global 15:10 - 15:40 efficient, break down barriers and open help access Asset Allocation, Chief Investment Office, UBS Global FundForum Asia new markets? Wealth Management Regulation, shifting market dynamics and tapping into Submit your questions in advance of the event for our the growth offered by southeast Asian markets and top CEOs to answer SEA unicorns Successfully building an all-ETF model Participants portfolio Participants Damien Mooney - Managing Director, Head of Aladdin 12:10 - 12:30 Moderator: Ee Fai Kam - Head of Asian Operations, Wealth Tech, APAC, BlackRock FundForum Asia Preqin Champ Suthipongchai - Chief Investment Officer, Top tips on choosing the right blend of ETFs to create Panellist: Jeffrey Yap - Managing Director, Regional Ferretto Capital an optimal and diversified portfolio to meet your long- Head of FICC, Asia, HSBC Private Banking Bo Kratz - Chief Executive Officer, Asia Pacific, term goals Conning Asia Pacific Limited Participants
Freddy Lim - Co-Founder & Chief Investment Officer, StashAway
Marc Lansonneur - Managing Director , Head of Investment Products, DBS Private Bank
informaconnect.com/impower/ IM|Power SESSIONS 05 - 16 October 2020 CET Time Zone WEEK 2: IM|POWER DAY 3 - ASIA & BEYOND - 14/10/2020 Virtual event
What will recovery look like for emerging Closing keynote: AI infusion investment economies post-COVID-19? outlook
15:50 - 16:10 17:25 - 17:50 FundForum Asia FundForum Asia
What emerging countries are best positioned for the In this keynote session, one of the world’s most next decade and how do those trends translate into influential technologists Dr. Kai-Fu Lee will be giving investable opportunities? his unique perspectives on how AI is now moving from the age of scientific discovery to the age of Participants commercial application, ushering in the new phase infusing AI with traditional industries. He will deep dive Tuan Huynh - Chief Investment Officer Europe, into how businesses would expect material economic Deutsche Bank Wealth Management benefits from AI Infusion via productivity enhancements and digital transformation in the decades to come with the aid of new technology, and Beyond COVID best practice: Fund selection in what it means to the investment community. the new ‘coronavirus’ economy Participants 16:10 - 16:40 FundForum Asia Kai-Fu Lee - Chairman & CEO , Sinovation Ventures
Investors have had to navigate an unfamiliar economic backdrop and adapt to low interest rates and a Thank you and close of IM|Power 2020 content changing world. Hear from top buyers on how they have adapted to the new normal, focusing on due with networking continuing throughout the diligence, fund oversight, liquidity of fund holdings and week diversification of portfolios. 17:50 - 17:55 Participants
Speaker: Janet Li - Wealth Business Leader, Asia, Mercer
Speaker: Charis Wong - Head of Funds & ETFs, Hong Kong, Credit Suisse Private Banking & Wealth Management
Speaker: Stephen Pau - Chief Investment Officer, HeFeng Family Office
Cyber security and e-KYC in a disrupted world
16:50 - 17:20 FundForum Asia
Exploring how to improve security in a more remote world
Participants
Moderator: Jonathan Ha - CEO, Red Pulse
Speaker: Jason Lau - Chief Information Security Officer, Crypto.com
Speaker: Patrick Liu - Chief Information Security Officer, Fusion Bank
informaconnect.com/impower/ IM|Power SCHEDULE 05 - 16 October 2020 CET Time Zone WEEK 2: IM|POWER DAY 3 - ASIA & BEYOND - 14/10/2020 Virtual event
TIME FUNDFORUM ASIA FUNDBUYER BREAKFAST FUNDFORUM WOMEN IN FUNDS ASIA ASIA
08:00 08:55 - Chair's Welcome 08:15 - Fund buyer only “breakfast”: Host- 08:15 - Breakfast briefing open to all ed peer-to-peer discussion looking to advance female empowerment
09:00 09:00 - Keynote interview with Ning Tang + Live Q&A 09:40 - Pan-Asian leaders answer all: Rid- ing the next wave of technological inno- vation
10:00 10:50 - Have ETFs let investors down in times of uncertainties?
11:00 11:20 - Break 11:30 - APAC CIOs’ take on all things ETFs: ESG, thematic, active and more
12:00 12:10 - Successfully building an all-ETF 12:30 - Lunch Break and speaker Q&A 12:30 - Lunch Break and speaker Q&A model portfolio 12:30 - Lunch Break and speaker Q&A
13:00 13:50 - How investors can prepare for a low carbon future in Asia
14:00 14:30 - Interactive ESG workshop: Inte- grating data and metrics into your invest- ment strategy
15:00 15:10 - Capturing the multi-trillion-dollar opportunity in Southeast Asia 15:50 - What will recovery look like for emerging economies post-COVID-19?
16:00 16:10 - Beyond COVID best practice: Fund selection in the new ‘coronavirus’ economy 16:50 - Cyber security and e-KYC in a dis- rupted world
17:00 17:25 - Closing keynote: AI infusion in- 17:50 - Thank you and close of IM|Power 17:50 - Thank you and close of IM|Power vestment outlook 2020 content with networking continuing 2020 content with networking continuing throughout the week throughout the week 17:50 - Thank you and close of IM|Power 2020 content with networking continuing throughout the week
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