Agenda
Please find below the agenda for Funds Congress 2023 which took place on Thursday 9th February
Day Moderator - John Pienaar
All agenda timings in GMT
08:15 – 09:00 | Registration and breakfast
09:00 – 09:10 | Welcome and Opening Remarks
Moderator: John Pienaar, Former Deputy Political Editor and Presenter of Weekly Westminster Round-up of ‘Pienaar’s Politics’
John Donohoe, Founder and Group CEO, Carne Group
Steven Libby, Asset and Wealth Management (‘AWM’) EMEA Leader, Partner, PwC
Carol Widger, Partner, Dechert
Part I – State of the Industry
09:10 – 09:25 | Keynote: The Role of the UK Asset Management Industry and its Position as a Global Player
Andrew Griffith MP, Economic Secretary
09:25 – 09:55 | Fireside: Geopolitics in 2023: Market Impact and Changing Globalisation
Neil Brown, Geopolitical Strategist, CQS (UK) LLP
09:55 – 10:35 | Panel Discussion: Investor Perspectives
Find out how investor concerns are changing and how your peers are responding to these demands.
Moderator: Mike O’Brien, Non-Executive Director, Carne Group
Carmel Jordan, CEO, Mercer Global Investments Management Ltd
David Rae, Head of Strategic Client Solution, Russell Investments
Karen Zachary, CEO, Crux Asset Management
10:35 – 11:15 | Panel Discussion: What Next for Alternatives?
A deep dive into current and future trends from secondaries to retailisation, the rise of the mega multi-managers and sourcing profitable growth opportunities in an increasingly challenging market.
Moderator: Sabina Comis, Global Managing Partner-elect, Dechert LLP
David Allen, CEO, StepStone Group
Brian Laureano, Investment Principal and Head of Business Development for S3 Credit Solutions, Apollo
Mark Tucker, Managing Director, KKR
11:15 – 11:45 | COFFEE BREAK
Part II – Global Regulatory Outlook
11:45 – 12:00 | Keynote: A European Perspective on Supervisory Priorities in the Asset Management Sector
Antonio Barattelli, Head of Unit, Investment Management Unit, Investor Protection and Sustainable Finance Department, ESMA
12:00 – 12:40 | Panel Discussion: Regulatory Priorities for 2023 and Beyond
Moderator: Angelo Lercara, Partner, Dechert LLP
Antonio Barattelli, Head of Unit, Investment Management Unit, Investor Protection and Sustainable Finance Department, ESMA
Camille Blackburn, Director of Wholesale Buy-side, Financial Conduct Authority (FCA)
James O’Sullivan, Head of Function – Fund and Firm Authorisations, Central Bank of Ireland (CBI)
Philippe Sourlas, Deputy Secretary General in charge of the Asset Management Department, Autorité des Marchés Financiers (AMF)
Laurent van Burik, Head of Unit, Commission de Surveillance du Secteur Financier (CSSF)
12:40 – 13:10 | Special Guest Speaker
Elizabeth Day, Award-winning Journalist, Author and Broadcaster
13:10 – 14:15 | NETWORKING LUNCH
Part III – Sustainable Investing and the Transition to Net Zero
14:15 – 14:30 | Keynote: Fund Forum: How the Market Can Become a Force for Good
Robert Gardner, Co- CEO and Co-Founder, Rebalance Earth
14:30 – 15:15 | Panel Discussion: Looking beyond the ‘E’ of ESG
Meeting the challenges of delivering on S & G whilst balancing profit with positive social impact, including sustainable investing; an ever-growing focus for forward thinking investment managers.
Moderator: Albertha Charles, UK AWM Leader, PwC
Dr. Julia Backmann, Managing Director, Head of EU Business Legal, Allianz Global Investors
Robert Gardner, Co- CEO and Co-Founder, Rebalance Earth
Claire Glennon, Head of Sustainability – UK, Schroders
Geoffroy Marcassoli, ESG and Sustainable Finance Partner, PwC
Amanda Young, Chief Sustainability Officer, abrdn
15:15 – 15:40 | COFFEE BREAK
Part IV – Geopolitical Outlook and Impact
15:40 – 15:55 | Keynote: The Global Economy in 2023 and Beyond
James Pomeroy, Global Economist, HSBC Bank
15:55 – 16:10 | Keynote: The Impact of Geopolitical Events on Asset Management
Lord Gavin Barwell, Senior Advisor, PwC
16:10 – 16:50 | Panel Discussion: The Role of Tech in Distribution
Moderator: Veronica Buffoni, Managing Director, Carne Group
Andy O’Callaghan, Global Advisory Leader, Asset and Wealth Management, PwC
Joe Parkin, Head of Banks and Digital Channels in the UK, BlackRock
Olivier Portenseigne, CEO, FundsDLT
Tom Slocock, Managing Director and Head of International Product and Origination, iCapital
16:50 – 17:30 | Keynote: Uncharted – How to Navigate the Future
Dr. Margaret Heffernan, Author and CEO
Volatility and uncertainty are rife; they make decision-making difficult and forecasting fiendish. The maturing of the industry also means that what worked in the past might not deliver now. So how can we navigate when so little is clear? What kinds of people, processes and mindsets thrive in this kind of environment? What will prove critical, not just to survival, but to success.
17:30 – 17:45 | Conference Wrap Up
John Pienaar, Former Deputy Political Editor and Presenter of Weekly Westminster Round-up of ‘Pienaar’s Politics’
17:45 | DRINKS RECEPTION
For questions, please contact the Funds Congress Events Team. If you are a reporter and would like to attend this event, please contact our Press Team.