The UK’s leading fund and investment management conference

5 March 2019

Central London

About the Conference

A year can be a long time in the world of investment management. The MiFID II deadline has passed, passive inflows continue to grow and technology continues to move forward faster than ever; the fund management industry is changing before our eyes and it is time to stop letting it pass by.

Horizons: Fund Management is for those working at the cutting edge of change. 2018 featured discussion on key industry issues including how to adapt amidst margin pressure, the future for active management, generating alpha in a low volatility market, the impact of Brexit and the latest regulatory developments.

Horizons: Fund Management is your chance to rub shoulders with decision makers at the leading fund managers across the UK and Europe. Whether you work in an investment strategy, product management, distribution, operations or regulatory and compliance team, this is the conference to hear the latest developments and formulate your strategy for future success.

attendees

speakers

fund management companies

panel discussions

hours of networking

hours of content

2018 Speakers

Keith Skeoch, Standard Life Investments | Horizons

Keith Skeoch

CEO, Standard Life Aberdeen

Anne Richards, M&G Investments | Horizons

Anne Richards

Chief Executive Officer, M&G Investments

Rachel Lord, Senior Managing Director, is Head of Europe, Middle East and Africa for BlackRock and is a member of the Global Executive Committee. Ms. Lord also chairs the EMEA Executive Committee and is the Global Executive Sponsor of the Women's Initiative Network. Prior to assuming her current role in September 2017, she was EMEA Head of iShares and Head of Global Clients, ETF and Index Investments. Ms. Lord joined BlackRock in November 2013 from Citigroup where she was the Global Head of Corporate Equity Derivatives. She joined Citigroup in 2009 after thirteen years at Morgan Stanley, where she had a variety of senior roles in the equities and capital markets businesses, in London and Hong Kong. Ms. Lord qualified as a Chartered Accountant in 1990 with Arthur Andersen, following which she worked in structured finance for five years before moving into equity derivatives. She graduated in 1987 from the University of Leeds with a BA (Hons) First Class in International History & Politics.

Rachel Lord

Chief Executive Officer, EMEA, BlackRock

Andrew Telfer, Baillie Gifford | Horizons

Andrew Telfer

Chief Executive Officer, Baillie Gifford

Jean Raby, Natixis Global Asset Management | Horizons

Jean Raby

Chief Executive Officer, Natixis Investment Managers

Stewart Carmichael, Schroders | Horizons

Stewart Carmichael

Chief Technology Officer, Schroders

Lucy Macdonald , Allianz GI | Horizons

Lucy MacDonald

Chief Investment Officer, Global Equities, Allianz Global Investors

Janet Henry HSBC

Janet Henry

Global Chief Economist, HSBC

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2018 Agenda

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Fund Management 2018

09:00

Welcome address by Juliet Knight, Director, Marketforce

09:05

Chair’s opening remarks

Session 1

Envisioning the future of the fund management industry

09:10
Keynote Address

Keith Skeoch, Standard Life Investments | Horizons
Keith Skeoch

CEO,
Standard Life Aberdeen

09:25
Keynote Address

Anne Richards, M&G Investments | Horizons
Anne Richards

Chief Executive Officer,
M&G Investments

09:40

Revolution over evolution: becoming a digitally-enabled fund manager

 


Rachel Lord, Senior Managing Director, is Head of Europe, Middle East and Africa for BlackRock and is a member of the Global Executive Committee. Ms. Lord also chairs the EMEA Executive Committee and is the Global Executive Sponsor of the Women's Initiative Network. Prior to assuming her current role in September 2017, she was EMEA Head of iShares and Head of Global Clients, ETF and Index Investments. Ms. Lord joined BlackRock in November 2013 from Citigroup where she was the Global Head of Corporate Equity Derivatives. She joined Citigroup in 2009 after thirteen years at Morgan Stanley, where she had a variety of senior roles in the equities and capital markets businesses, in London and Hong Kong. Ms. Lord qualified as a Chartered Accountant in 1990 with Arthur Andersen, following which she worked in structured finance for five years before moving into equity derivatives. She graduated in 1987 from the University of Leeds with a BA (Hons) First Class in International History & Politics.
Rachel Lord

Chief Executive Officer, EMEA,
BlackRock

09.55

Trends in asset management


Christian Edelmann Oliver-Wyman - Future of Utilities
Christian Edelmann

Head of Corporate & Institutional Banking and Wealth & Asset Management,
Oliver Wyman

10:15
Leaders’ Forum

Exploring strategy in a world of fee and margin pressure

  • Embracing transparency: how can investment managers respond to regulatory pressure?
  • Boosting profitably: where do the opportunities lie?
  • Will we continue to see growth in passive management? Or is active set for resurgence?
  • How can active and passive strategies be blended effectively?
  • Why is new technology now becoming part of board level strategy?
  • Is industry consolidation here to stay?
  • Focussing on diversity: what are the potential benefits?
  • How will the decline in active management affect corporate governance in the future?

Anne Richards, M&G Investments | Horizons
Anne Richards

Chief Executive Officer,
M&G Investments

Keith Skeoch, Standard Life Investments | Horizons
Keith Skeoch

CEO,
Standard Life Aberdeen

Rachel Lord, Senior Managing Director, is Head of Europe, Middle East and Africa for BlackRock and is a member of the Global Executive Committee. Ms. Lord also chairs the EMEA Executive Committee and is the Global Executive Sponsor of the Women's Initiative Network. Prior to assuming her current role in September 2017, she was EMEA Head of iShares and Head of Global Clients, ETF and Index Investments. Ms. Lord joined BlackRock in November 2013 from Citigroup where she was the Global Head of Corporate Equity Derivatives. She joined Citigroup in 2009 after thirteen years at Morgan Stanley, where she had a variety of senior roles in the equities and capital markets businesses, in London and Hong Kong. Ms. Lord qualified as a Chartered Accountant in 1990 with Arthur Andersen, following which she worked in structured finance for five years before moving into equity derivatives. She graduated in 1987 from the University of Leeds with a BA (Hons) First Class in International History & Politics.
Rachel Lord

Chief Executive Officer, EMEA,
BlackRock

Andrew Telfer, Baillie Gifford | Horizons
Andrew Telfer

Chief Executive Officer,
Baillie Gifford

Jean Raby, Natixis Global Asset Management | Horizons
Jean Raby

Chief Executive Officer,
Natixis Investment Managers

10:45

Refreshments

Session 2

Stream A: Strategies | Stream B: Technology

Stream A | Generating alpha in troubled times: evaluating strategies to maximise return
Stream B | Transforming fund management operations: a new age of technology
11:15

Chair’s opening remarks


11:20

A view from an economist: understanding the latest developments in the global economy

Given a turbulent global economy, many are questions when the next big shock will happen. However, at the moment, many are still unsure as to where it will come from. In this session, Janet Henry will provide an analysis of what asset managers should expect.


Janet Henry HSBC
Janet Henry

Global Chief Economist,
HSBC

11:40

Questions


11:45

Can machine learning and AI help transform alpha generation?

  • Using machine learning to generate fast, accurate and fresh insights
  • How will support from machine learning change the role of the fund manager?
  • Looking to the future: could AI unearth brand new investment factors?

Gideon Smith, AXA Rosenberg | Horizons
Gideon Smith

Europe Chief Investment Officer – Rosenberg Equities,
AXA Investment Managers

12:00

Can active managers beat passive products?

  • Understanding performance dispersion and opportunities for active managers
  • Exploring intelligent ‘trend capture’ technology to boost returns of existing active strategies
  • Highlighting key examples and explaining best practice

Rocco Pellegrinelli Trendating Horizons
Rocco Pellegrinelli

Founder & CEO,
Trendrating

12:25
Panel Discussion

Identifying the right investment strategy in a changing world

  • How can you identify new opportunities for return?
  • To what extent are passive strategies exacerbating momentum risks?
  • What new data sources could be leveraged to make better investment decisions?
  • Data vs experience: where does the balance lie when making investment decisions?
  • Evaluating the transition out of QE: where do the opportunities lie?
  • In what ways could Brexit change savings flows?

Lucy Macdonald , Allianz GI | Horizons
Lucy MacDonald

Chief Investment Officer, Global Equities,
Allianz Global Investors

Gideon Smith, AXA Rosenberg | Horizons
Gideon Smith

Europe Chief Investment Officer – Rosenberg Equities,
AXA Investment Managers

Brittain Georgina JP Morgan - Horizons
Georgina Brittain

Managing Director, Senior Portfolio Management,
JP Morgan Asset Management

Peter Westaway, Vanguard Europe | Horizons
Peter Westaway

Head of Investment Strategy Group and Chief Economist,
Vanguard Europe

11:15

Chair’s opening remarks


David-Moffat-DST - Horizons
David Moffat

Executive Director, Client Account Management and Business Development,
DST

11:20

An argument for change: becoming a technology and data-driven business working in financial services

  • Understanding the importance of data in a modern asset management business
  • Getting rid of legacy processes: how new technologies are changing the game
  • Exploring the external drivers: how client and regulators’ demands are changing
  • Building a long-term model for success: creating the right culture for operational excellence

Stewart Carmichael, Schroders | Horizons
Stewart Carmichael

Chief Technology Officer,
Schroders

11:40
Case Study

Using process automation to transform back office processes

Robotic process automation is touted as a game-changer for all of financial services, and asset management is no different. However, the industry has yet to begin widespread adoption. In this session, Brian Wates will talk about Fidelity’s experience with the technology and why he thinks it could become a fundamental cog in the back and middle office of the future.


Brian Wates, Fidelity International | Horizons
Brian Wates

Head of Operational Architecture,
Fidelity International

12:00

Design for adaptation: delivering financial services amidst constant change and uncertainty

  • Accepting that continuous change is both the new normal and an opportunity
  • Adopting organisational and operating models that enable transformation
  • Crafting end-to-end financial services as dynamic processes
  • Envisaging emerging technology as a human-machine partnership

Brian Smith DST Market360
Brian Smith

Director of Product Development and Innovation,
DST

12:20
Panel Discussion

How will new technology revolutionise the fund management industry?

  • Evaluating the power of artificial intelligence: a silver bullet for asset management?
  • Avoiding closing the ‘black box’: is visualisation a crucial part of AI development?
  • How can investor mistrust of new technology be mitigated?
  • Where can asset managers find new sources for data-driven decision making?
  • Transforming the value chain: what role could blockchain play in the future of asset management?
  • How can the golden moment to embrace a new back office technology be identified?

Stewart Carmichael, Schroders | Horizons
Stewart Carmichael

Chief Technology Officer,
Schroders

Mike Tumilty, Standard Life Investments
Mike Tumilty

Director of Operations,
Standard Life Aberdeen

Brian Wates, Fidelity International | Horizons
Brian Wates

Head of Operational Architecture,
Fidelity International

12:55

Lunch

Session 3

Stream A: Product Innovation | Stream B: Distribution

Stream A | Product innovation – grasping the latest opportunities
Stream B | Distribution in a changing landscape
14:10

The rise of alternative asset products: what’s next?

  • Searching for returns: looking beyond traditional markets
  • Understanding the role of long-term real assets in a diverse product range
  • Unlocking the potential of private markets for investors: what changes are required?

John Dewey Aviva Investors
John Dewey

Head of Investment Strategy, Global Investment Solutions,
Aviva Investors

14:30

A spotlight on factor investing: what is the future of smart beta?

  • Blending active and passive: understanding the popularity of smart beta
  • Tracking smart beta factors: evaluating the success of individual products
  • Is back testing the right way to generate new factors in the future?

Gibbon_David_BlackRock_Horizons
David Gibbon

Head of Investment Strategy EMEA, Factor-Based Strategies Group,
BlackRock

14:50

Optimise and Innovate across your product value stream

  • Achieving first-to-market in a predictable, repeatable and compliant way
  • Exploring historical uses of Product Lifecycle Management (PLM) to accelerate product innovation processes
  • Digitalizing the Fund lifecycle and enhancing the customer experience while meeting all regulatory and business objectives

Morag Lakie - Aberdeen Standard Investments - Future of Utilities
Morag Lakie

Head of Product Pipeline,
Standard Life Aberdeen

Guillaume Dufour Dassault Systemes Horizons
Guillaume Dufour

Vice President, Financial & Business Services Industry,
Dassault Systèmes

15:10
Panel Discussion

Innovation and evaluation: defining your product strategy

  • Developing the right culture: how can you encourage product innovation?
  • New products post-pension reform: what works and what are we likely to see next?
  • Looking beyond traditional product ranges: is now the time to get involved in alternatives?
  • Thematic investment products: what are the advantages and disadvantages?
  • What role should ESG criteria play?
  • Disrupting the lending market: what are the long-term prospects for private debt?

John Dewey Aviva Investors
John Dewey

Head of Investment Strategy, Global Investment Solutions,
Aviva Investors

Gibbon_David_BlackRock_Horizons
David Gibbon

Head of Investment Strategy EMEA, Factor-Based Strategies Group,
BlackRock

Gerald Rehn BNY - Horizons
Gerald Rehn

Head of International Product & Strategy,
BNY Mellon Investment Management

14:10

The convergence of wealth and asset management: is D2C the future of fund management?

  • Recognising the need for personalised investment strategies in DC pension schemes
  • Understanding changing investor behaviour: should selling directly to customers now be prioritised?
  • Beyond just product: exploring new opportunities for differentiation
  • Could a D2C approach work for any investment management business?

Rob Hudson, Aberdeen Asset Management | Horizons
Rob Hudson

Head of Digital Distribution,
Standard Life Aberdeen
,
Fund Management

14:30

Envisaging the next stage of robo-advice: the potential of AI

  • Embracing robo-advice: should the industry be encouraging widespread adoption?
  • Standardised advice outcomes: recognising the limitations of existing solutions
  • Using the power of AI to create the truly intelligent robo-advisor of the future

Scott Gallacher

Director,
MoneyFarm

14:50

Advisory session


15:10
Panel Discussion

Distribution in a digital age

  • Understanding a changing market: how is customer behaviour shifting?
  • How has regulatory change affected the distribution landscape?
  • How far does robo-advice still have to go?
  • Engaging the next generation of savers: are digital solutions a necessity?
  • What role could GAFA play in the future of fund distribution?
  • Will we begin to see banks becoming advisors?

Rob Hudson, Aberdeen Asset Management | Horizons
Rob Hudson

Head of Digital Distribution,
Standard Life Aberdeen
,
Fund Management

Martin-Harris-Wealth-Wizards-Horizons
Martin Harris

Head of Advice,
Wealth Wizards

Scott Gallacher

Director,
MoneyFarm

15:40

Refreshments

Session 4

The future of fund management regulation

16:10

Chair’s opening remarks


16:15

An update from the FCA


Nick Miller - Horizons
Nick Miller

Head of Investment Management and Supervision,
Financial Conduct Authority

16:35

Questions


16:40

Advisory session


17:00
Panel Discussion

Navigating an uncertain regulatory landscape

  • Complying with MiFID II: how is the asset management industry coping?
  • How are new rules around research affecting operating models?
  • Tracking the FCA asset management review: what change could the industry expect?
  • A year on from Article 50: is the industry prepared for a post-Brexit world?
  • Do asset managers have adequate contingency plans for the end of passporting?
  • How important will immigration rules be for the future of fund management?
  • Will businesses begin to move operations to the EU27?

Joanna Munro, HSBC | Horizons
Joanna Munro

Global Head of Fiduciary Governance,
HSBC Asset Management

Stephane Janine, AXA Investment Managers | Horizons
Stéphane Janin

Head of Global Regulatory Development,
AXA Investment Managers

Paul Sweeney, Legal & General Investment Management | Horizons
Paul Sweeney

General Counsel, Head of Legal & Governance,
Legal & General Investment Management

Closing Keynote Address

17:30

Active management in a barbell industry


Jean Raby, Natixis Global Asset Management | Horizons
Jean Raby

Chief Executive Officer,
Natixis Investment Managers

17:50

Questions


17:55

Chairs closing remarks

Close of conference & drinks reception

2018 Sponsors

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