Marketforce’s 18th Annual Conference

The Future of Fund

27th March 2017, The Waldorf Hilton, London

Join our stellar speaker line-up at the UK’s leading strategic conference EARLY REGISTRATION to discuss the latest challenges and opportunities in the sector. RATES AVAILABLE

Peter Praet Thomas Moser Book before 20th January Chief Economist Alternate Member of the European Central Bank Governing Board to save £200 Swiss National Bank

A fantastic event Wayne Bowers Euan Munro to discuss the latest , EMEA Chief Executive Officer & APAC Aviva Investors Asset Management innovations in the industry” , Bill Smith Michael Karpik MoneyFarm Chief Executive Officer, UK Head of EMEA Asset Management State Street Global Advisors

20+ C-suite and director- level speakers Nigel Bolton Peter Horrell Chief Investment Officer of Managing Director, UK Fundamental Active Equities Fidelity Worldwide Investment BlackRock 100+ attendees

Lucy MacDonald Edward Bonham Carter 3 fintech lightning Chief Investment Officer, Vice-Chairman Global Equities Jupiter Asset Management pitches for a glimpse of the future SILVER SPONSOR

WWW.MARKETFORCE.EU.COM/FUND The Future of Fund Management 27th March 2017 | The Waldorf Hilton, London

As fund industry assets fall for the first time in five years, developing a long-term competitive strategy has never been more crucial to success. Join leaders from the largest asset management businesses in at The Future of Fund Management to involve yourself in the development of the industry’s future.

Reasons to attend Over 100 representatives of the world’s leading fund managers attended our 2016 conference, including: Hear CEOs and Managing Directors AB Momentum Global Investment discuss how to develop a winning value Aberdeen Asset Management Management 1 proposition amidst falling fees Accudelta MoneyFarm Affiliated Managers Group Natixis Appian Asset Management Neptune Investment Artemis Management Gain insight into generating alpha amidst Aviva Investors Newton Investment future economic developments from the Investment Managers Management UK’s top fund managers Baillie Gifford Nordea Bank 2 BlackRock Old Mutual Global Investors BlueBay Asset Management Pioneer Investments BNP Paribas Royal London Group BNY Mellon Debate the ongoing development of Equitile Scorpeo artificial intelligence and what it means ETF Securities Somerset Capital Management 3 for the fund manager Fidelity Worldwide Investment Source Fitch Ratings Standard Life Investments Foresters Friendly Society Standard Life Wealth Henderson Global Investors The Depository Trust & Clearing Customise your experience with Hermes Investment Corporation breakout sessions for those focusing Management Unigestion on the retail or institutional markets 4 HSBC Bank Union Asset Management Perpetual Holding JP Morgan Asset Management Vanguard Investments Jupiter Asset Management Wellington Management Explore the implications of Brexit Lazard Group International with your peers and formulate a M&G Investments Wesleyan Group 5 plan for success Marlborough Fund Managers Zurich Group “It really does bring out the most interesting Rub shoulders with an unmatched and reflective thoughts from your speakers. speaker line-up packed with senior decision makers 6 A must attend event.” International President, Nikko Asset Management

Event Programme - Monday 27th March 2017

09.00 Welcome address Edward Bonham Carter, Vice-Chairman, Jupiter Asset Juliet Knight, Director, Marketforce Management Lucy MacDonald, Chief Investment Officer, Global Equities, 09.05 Chair’s opening remarks Allianz Global Investors Richard Pease, Senior Fund Manager, Crux Asset Management

The big picture: optimising returns today 1 and tomorrow Navigating in headwinds: delivering a 2 successful corporate strategy ? 09.10 Interview: The future of the global economy • Trends in growth markets: exploring the shifting global 10.10 AdvisoryP2P session economic order • Political and economic shocks: are they inevitable? When will 10.30 Leaders! Forum they come? • When will central banks wind-down their QE positions? Delivering value in the face of fee pressure • What is the future for interest rates? Should we expect Wayne Bowers, Chief Executive Officer, EMEA & APAC, Northern significant changes soon? Trust Asset Management Thomas Moser, Alternate Member of the Governing Board, Bill Smith, Chief Executive Officer, UK, Lazard Asset Swiss National Bank ManagementP2P ? Peter Praet, Chief Economist, European Central Bank Jasper Berens, Managing Director, JP Morgan Asset Management! 09.40 P2P Panel Discussion Peter Horrell, Managing Director, UK, Fidelity Worldwide Investment ! Identifying the investment strategies that will deliver Nigel Bolton, Chief Investment Officer of Fundamental Active 11.10 Refreshments Equities, BlackRock

FOR MORE INFORMATION, PLEASE VISIT THE WEBSITE AT WWW.MARKETFORCE.EU.COM/FUND P2P ! Stream B 3 A digital revolution in fund management Driving success in the modern retail investment market 11.40 Artificial intelligence: the dawn of a new age in fund management? Gideon Smith, Europe Chief Investment Officer, AXA Rosenberg 14.30 Chair’s opening remarks Equities 14.35 Creating innovative retirement products: optimising capital 12.00 Advisory session growth, protection and income Gerald Rehn, Head of Product Development, BNY Mellon Asset 12.20 Embracing new technology: towards an operational Management transformation Mike Tumilty, Director of Operations, Change and Technology, 14.55 Advisory session Standard Life Investments 15.15 Navigating the growth of robo-advice 12.40 Questions Rob Hudson, Head of Digital Distribution, Aberdeen Asset Management 12.50 FinTech Futures 15.35 Questions This session will give delegates the opportunity to hear from organisations disrupting the fund management industry. Three 15.40 Chair’s closing remarks FinTech start-ups will have seven minutes to pitch followed by three minutes of questions each to outline how they hope to transform asset management as we know it, and what they 15.45 Refreshments believe the future will hold for this rapidly changing industry. Lightning Pitch 1 5 The future of fund management regulation Chris Barrow, Head of Business Development, Scorpeo

Lightning Pitch 2 16.15 An update from the FCA Murshid M. Ali, Chief Executive Officer, Huddlestock Robert Taylor, Head of Department, Financial Conduct Authority Lightning Pitch 3 Tom Beevers, Co-Founder & Chief Executive Officer, StockViews 16.35 Questions

13.20 Lunch 16.40 Advisory session

4 Streams 6 Preparing for a post-Brexit world ? Stream A 17.00 P2P Panel Discussion The changing institutional market – ! Adapting effectively amidst unprecedented political upheaval grasping the opportunities Michael Karpik, Head of EMEA, State Street Global Advisors Andrew Milligan, Head of Global Strategy, Standard Life ? Investments ? 14.30 Chair’s opening remarks Dan Hedley, Head of Regulatory Policy, Fidelity Worldwide Event Programme - Monday 27th March 2017 P2P Investment 14.35 P2P Panel Discussion P2P 17.30 ! Keynote Case Study: Aviva Investors ! The evolution of the DC pension market: building a successful ! model Breaking the mould: embracing an innovative culture Claire Finn, Managing Director, Strategic Partnerships & DC Euan Munro, Chief Executive Officer, Aviva Investors Investments, BlackRock David Hutchins, Senior , Head of Multi-Asset 17.50 Questions Pension Strategies, AB P2P P2P John Nestor, Independent Governance Committee Member, 17.55 Chair’s closing remarks Prudential ! ! John Stainsby, Head of UK Client Group, AXA Investment 18.00 Close of conference & drinks reception Management

14.55 Advisory session SILVER SPONSOR 15.15 Fireside Chat SCORPEO specialises in identifying LGPS Pooling: what will the pools look for from fund managers? and capturing the value embedded The process of pooling Local Government Pension Schemes in Corporate Actions through market is fully underway. However, the key question is how the fund leading expertise and technology. management industry can service the new, larger pools. In SCORPEO provides solutions for investment managers and pension funds this session, two leading LGPS decision makers will discuss to help reduce the billions of dollars of value being missed across the what the schemes will be looking for from investment industry every year. With over one million corporate actions occurring managers and how they can work with them to achieve the annually – many of which require an election - making the optimal decision government criteria of economies of scale, value for money and capturing the full economic value is not easy. SCORPEO’s unique and infrastructure investment. technology provides the solution to improve fund performance and drive Speakers to be confirmed investor returns. www.scorpeo.com 15.40 Chair’s closing remarks

FOR MORE INFORMATION, PLEASE VISIT THE WEBSITE AT WWW.MARKETFORCE.EU.COM/FUND The Future of Fund Management 27th March 2017 | The Waldorf Hilton, London

How to Book Code: Scorpeo To register your place, please visit the website at www.marketforce.eu.com/fund or fill out the below form and return to [email protected]. For any queries, please call +44(0)207 760 8699.

Prices

Registrations on or before Registrations on or before Standard Rate 20th January 2017 3rd March 2017

£845 + VAT = £1,014 £945 + VAT = £1,134 £1,045 + VAT = £1,254 1 Delegate 955 + VAT = 1,146 1,065 + VAT = 1,278 1,175 + VAT = 1,410 € € € € € €

Delegate Information

Title First Name Surname Job Title Phone Email

Title First Name Surname Job Title Phone Email

Title First Name Surname Job Title Phone 15% DISCOUNTEmail

Company Information

Company Name Address

Postcode/Zip Country Fax

Payments

PLEASE SELECT THE RELEVANT BOX: I wish to book the named delegate(s) and I understand that this registration is made subject to Marketforce Business Media Ltd’s terms and conditions. I cannot attend so I wish to purchase a copy of the conference documentation @­­ £150 + VAT. The conference documentation is distributed online and accessed via a password which will be emailed to you after the conference and once payment has been made. The presentations will be online for a period of 3 months.

Signed

I enclose a cheque for the sum of ­­­______. Cheques must be drawn on a UK bank account with a UK sort code and should be made payable to Marketforce Business Media Ltd and sent to The Accounts Department, Marketforce Business Media Ltd, 3 Sutton Lane, London EC1M 5PU.

I will transfer the sum of ______Bank Transfer details: please transfer quoting reference SII20 plus company name. Bank Details: Lloyds Bank, Southampton Row, London WC1B 5HR, UK. Bank transfers in Sterling should be ma­de to Lloyds Bank, sort code 30-97-81, account number 00894664, IBAN: GB39 LOYD 3097 8100 8946 64, BIC: LOYDGB21034. Payments made in this way should also carry the conference name and your company name as reference. Bank transfers in Euros should be made to Lloyds Bank, sort code 30-97-81, account number 88061150, IBAN: GB09 LOYD 3097 8188 0611 50, BIC: LOYDGB21034. Payments made in this way should also carry the conference name and your company name as reference. Please debit the sum of ______from my Credit Card: Amex/Visa/MasterCard. Card No Exp. Date Holder’s Name Security Code* Signature Date

Terms and Conditions Delegate information Cancellations Registration and document distribution from 8.30am on Monday 27th March 2017. Cancellations must be received in writing to [email protected]. Verbal cancellations will not be accepted. Where cancellation is received in writing more than 30 days Event accommodation prior to the first day of the conference any fees due will be refunded in full less an administration Overnight accommodation and travel costs are not included in the registration fee. For further charge of £100 + VAT per ticket. Where cancellations are submitted within 30 days of the first information on discounted hotel rooms, please refer to the delegate pack which will be sent out day of the conference, the registration fee remains payable in its entirety. Substitutions are once you have confirmed your place. acceptable at any time. Please note it may be necessary for reasons beyond the control of the organisers to alter the Data Protection content or the timing of the programme. Marketforce Business Media Ltd gathers and processes data in accordance with the Data Protection Act 1998. The information contained about you on this form may be used for future Terms and conditions updates about our products and services. Occasionally, we may make your details available to The fee covers attendance at all sessions and payment must be received prior to the event. The carefully selected external companies for marketing purposes. If you wish your details to be delegate rate is charged at the discretion of the conference producers. amended, removed or not passed on to external organisations, please write to the Database Administrator at the address on the registration form. Following your update or removal request, you may receive additional pieces of communication whilst the changes are effected.­­­