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.

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.