Agenda

Please find below the agenda for Funds Congress 2024 which took place on Thursday 8th February

Day Moderator - Kirsty Wark

All agenda timings in GMT

08:15 – 09:00 | Registration and breakfast

09:05 – 09:20 | Welcome and Host Perspectives Panel

Moderator: Kirsty Wark, Broadcaster
John Donohoe, Founder and Group CEO, Carne Group
Steven Libby, Asset & Wealth Management Leader, EMEA, PwC
Ciara O’Leary, Partner, Dechert LLP

Part I – Industry Outlook

09:20 – 09:40 | Keynote – Perspectives on the Global Economic Outlook 2024

Karen Ward, Managing Director, Chief Market Strategist for EMEA, J.P. Morgan Asset Management

09:40 – 10:10 | Panel Discussion – Shifting Landscapes: Investor Preferences and Allocation Model Transformations Amid Macroeconomic, Sustainability, and Geo-political Shifts

Moderator: Mike O’Brien, Non-Executive Director, Carne Group
Barry Kenneth, Chief Investment Officer, Pension Protection Fund
Padmesh Shukla, Chief Investment Officer, Transport for London Pension Fund
Mark Walker, Chief Investment Officer, Coal Pension Trustee Services

10:10 – 10:45 | CEO Panel Discussion – Reflecting on 2023 and Forecasting 2024: A Leadership Lens

Moderator: Kirsty Wark, Broadcaster
Martyn Gilbey, UK Country Head, Franklin Templeton
David Rae, Managing Director, Head of Strategic Client Solutions, Russell Investments
Rob Seminara, Partner and Head of Europe, Apollo

10:50 – 11:20 | COFFEE BREAK

Part II - Global Regulatory Outlook

11:20 – 11:30 | Keynote – ESMA’s Perspective on Priorities in the Asset Management Sector

Antonio Barattelli, Head of Investment Management Unit, ESMA

11:30 – 12:00 | Panel Discussion – Regulatory Roadmap: Setting the Course for 2024 and Beyond

Moderator: Dick Frase, Partner, Dechert LLP
Antonio Barattelli, Head of Investment Management Unit, ESMA
Patrick Hoffmann, International, Regulation and Enforcement, CSSF
James O’Sullivan, Head of Fund & Firm Authorisations, Funds Supervision Division, CBI
Nike Trost, Head of Asset Management, Funds & Pensions Market Analysis & Policy, FCA

12:00 – 12:30 | In Conversation with Bryony Gordon

Bryony Gordon, Author and Journalist
Kirsty Wark, Broadcaster

12:30 – 13:40 | LUNCH BREAK

Part III – New Perspectives

13:40 – 14:10 | Panel Discussion – Charting the Course: Post-Paris Policies, COP 28 Outcomes, and the Asset Management Terrain

Moderator: Mikhaelle Schiappacasse, Partner, Dechert LLP
Toby Belsom, Director, UN PRI
Dr. Ben Caldecott, Co-Head, Secretariat, Transition Plan Taskforce and Member, UK Climate Change Committee
Jo Clube, Group Technical Accounting Director, Aviva plc
Spencer Powell, Director of Climate Finance, Just Climate

14:10 – 14:40 | Panel Discussion – The Future of Wealth Management: A Deep Dive into the Changing Wealth Management Market, the Rise of Retail and Industry Cross-Pollination

Moderator: Albertha Charles, AWM Leader, PwC
Etienne Burger, Partner – Strategy, Insurance, Asset & Wealth Management, PwC
Terry Donohoe, Managing Director & Chief Executive Officer, Ignition Advice
Alexandra Loydon, Director of Partner Engagement and Consultancy, St. James’s Place

14:45 – 15:15 | Panel Discussion – The Continued Shift Towards Alternatives 

Moderator: Abigail Bell, Partner, Dechert LLP
Dr. Florian Benetele, Managing Director, Global Head of Private Markets Legal, Allianz Global Investors (including Allianz Capital Partners)
Gavin Byrnes, Head of Alternative Products, UBS
Mike Carruthers, Senior Managing Director and Co-Chief Investment Officer, Blackstone Credit
Des Fullam, Chief Regulatory & Client Solutions Officer, Carne Group

15:15 – 15:40 | COFFEE BREAK

Part IV - Transformation and Change

15:40 – 16:20 | The Rest is Politics Live

Alastair Campbell, Former Downing Street Director of Communications and Strategy
Rory Stewart, Former Cabinet Minister

16:20 – 16:35 | Keynote – AI and Transformation

Martin Moeller, Director of Artificial Intelligence & Generative AI for Financial Services EMEA, Microsoft

16:35 – 17:05 | Panel Discussion – Digital Transformation and Change: Exploring Key Digital Value Creation Levers and the Impact of AI

Moderator: Siobhan Noble, Carne Group
Rebecca Anderton-Davies, Head of EMEA, ETF Accelerator, Goldman Sachs
Aisling Curtis, Market Leader Strategic Alliances, PwC
Bipul Kumar, Head of Data and AI Practice, Google Cloud UK&I, Google
Martin Moeller, Director of Artificial Intelligence & Generative AI for Financial Services EMEA, Microsoft

17:05 – 17:15 | Conference Wrap Up

Kirsty Wark, Broadcaster

17:15 | DRINKS RECEPTION

For questions, please contact the Funds Congress Events Team.

Past Funds Congress Agendas

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Funds Congress 2023 Agenda

Session topics include:

  • The Role of the UK Asset Management Industry and its Position as a Global Player
  • Geopolitics in 2023: Market Impact and Changing Globalisation
  • Investor Perspectives
  • What Next for Alternatives?
  • A European Perspective on Supervisory Priorities in the Asset Management Sector
  • Regulatory Priorities for 2023 and Beyond
  • Fund Forum: How the Market Can Become a Force for Good
  • Looking beyond the ‘E’ of ESG
  • The Global Economy in 2023 and Beyond
  • The Impact of Geopolitical Events on Asset Management
  • The Role of Tech in Distribution
  • Uncharted – How to Navigate the Future

Funds Congress 2023 Agenda

Funds Congress 2023 Agenda

Please find the agenda from Funds Congress 2023 available here to download.

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Funds Congress 2021 Agenda

Session topics include:

  • Implications of COVID-19 for the UK and Global Economy
  • COVID-19: The Now and the Next
  • The Future of Investing
  • ESG: Operational Considerations for Asset Managers
  • Embracing Climate Change Disclosure by 2050
  • A Geopolitical Power Vacuum: What Next?
  • Regulatory Outlook for 2021 and Beyond
  • Portfolio Constructions & Management in the Era of Smart Analytics
  • The Future of Asset Management

Funds Congress 2021 Agenda

 

Funds Congress 2021 Agenda

Please find the agenda from Funds Congress 2021 available here to download.

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Funds Congress 2020 Agenda

Session topics include:

  • Keynote from Mariana Mazzucato on doing capitalism differently
  • CEOs on the state of the industry – threats and opportunities
  • Market outlook for private equity, real assets, secondaries and credit
  • Regulatory priorities for 2020 and beyond
  • Live hacking show from Tobias Schrödel
  • Fireside chat with Martin Gilbert
  • ESG and diversity in asset management
  • Keynote from Charlotte Pearce: what’s love got to do with it?
  • Megatrends and the future of work
  • Keynote from Rt. Hon John Bercow
  • What next for Brexit?

Funds Congress 2020 Agenda

Funds Congress 2020 Agenda

Please find the agenda from Funds Congress 2020 available here to download.

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Funds Congress 2019 Agenda

Session topics include:

  • Preparing for adversity
  • Regulatory Keynote from the FCA
  • The global regulatory agenda for 2019
  • Industrial Revolution 2.0
  • Keynote from Sir Ranulph Fiennes, Lecturer and Author
  • Keynote from Former Vice President Al Gore on Sustainable Capitalism and the Climate Crisis
  • Is diversity the new ESG?
  • Return to the Silk Road?
  • Brexit from all angles

Funds Congress 2019 Agenda

Funds Congress 2019 Agenda

Please find the agenda from Funds Congress 2019 available here to download.

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Funds Congress 2018 Agenda

Session topics include:

  • Keynote from Emmanuel Roman, CEO, PIMCO
  • Asset Management Industry Outlook: The Next Five Years
  • Global Asset Allocation: Perspectives in 2018
  • Regulatory Keynote from the FCA
  • Regulatory Priorities for 2018 and Beyond: How Will You Be Affected?
  • CEO Perspectives: Navigating Through Change
  • Paradigm Shift: Consolidation of the Asset Management Industry
  • Brexit Today: What Are The Real Issues in Practice?
  • Brexit Tomorrow: Economic Impacts: Threats and Opportunities

Funds Congress 2018 agenda

Funds Congress 2018 Agenda

Please find the agenda from Funds Congress 2018 available here to download.

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Funds Congress 2017 Agenda

Session topics include:

  • Industry Keynote – Sir Chris Hohn, Founder, The Children’s Investment Fund Management
  • The Future Shape of Active v Passive Asset Management
  • Appealing to European Insurance Company Investors After Solvency II
  • Evolutions in Investor Preferences and Fund Distribution
  • The One Billion Consumer Opportunity
  • Regulatory Priorities for 2017 and Beyond
  • US Enforcement in the Trump Era
  • Making Brexit Work for Fund Managers

Funds Congress 2017 agenda

Funds Congress 2017 Agenda

Please find the agenda from Funds Congress 2017 available here to download.

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Funds Congress 2016 Agenda

Session topics include:

  • Investor Trends and Resulting Product Development Priorities
  • Innovation in Distribution and Investor Access
  • The Rise and Rise of Debt Funds
  • China: The Global Impact
  • Regulatory Keynote – Gareth Murphy, CBI
  • European Regulation: What Will Affect You in 2016?
  • Dealing with USA and Global Regulatory Challenges
  • BEPS
  • Brexit – The Impact on Financial Services

Funds Congress 2016 agenda

Funds Congress 2016 Agenda

Please find the agenda from Funds Congress 2016 available here to download.