sessions im|power - informa connectdemocratisation and scope of wealth management 08:40 - 09:10...

Welcome & Registration

08:45 - 09:30

Introduction to IM|Power Connect

09:30 - 09:40IM|Power Connect

What do investors want? IM|Power Investor Survey

IM|Power Connect is an invite only opportunity forasset managers to meet and engage with leading fundbuyers.

Asset managers looking to take part should contactJames Roberts on [email protected] toenquire about booking a slot.

Macro Investor Panel


Macro trends and ideas from some of today’s leadingwealth management CIOs and investment strategists.Hear from five leading fund buyers and assetallocation experts discussing the latest ideas behindbuilding a distinctive investment strategy.

Participants

Moderator: Laurent Auchlin - Managing Partner, Anglo-Swiss Advisors

QuickFire Best Ideas


Join this morning session to hear the best ideas fromportfolio managers. Each PM will be given five minutesto discuss the strategy of their distinctive fund prior tothe closed door discussions.

Participants

Presenter: Tassilo Seilern - Head of Research, SeilernFunds

Networking Break


Morning portfolio manager closed-doordiscussions 1 - Investors choose one sessionfrom the four presented


Participants

Presenter: Tassilo Seilern - Head of Research, SeilernFunds

Repeated - Morning portfolio manager closed-door discussions 2


Participants

Speaker: Tassilo Seilern - Head of Research, SeilernFunds

Investor Lunch

12:45 - 14:00

QuickFire Best Ideas - The Afternoon Selection


Participants

Presenter: Deirdre Cooper - Portfolio Manager,Investec Asset Management

CEO Workshop: “Business as Unusual” - How isasset management getting back to work?

14:00 - 15:15IM|Power Leaders

Come and debate what the post-Covid workenvironment will look like for asset managers, theirsuppliers and clients.

ESG: expert’s insights

14:00 - 14:30Investor-Only Inside ETFs Masterclass

PKA has been ahead of the ESG curve when it comesto due diligence, product selection and building ESGfactors into an investment framework. Hear how thislarge pension plan incorporated ESG investing intotheir portfolio, gather key takeaways to improve yourprocess and streamline the addition of ESG into yourclient portfolios.

Participants

Dewi Dylander - Deputy Executive Director - ESG, PKA

Afternoon portfolio manager closed-doordiscussions Round 3 - Investors chooseanother session from the second group of fourpresented


PM 5 - Deirdre Cooper, Portfolio Manager, GlobalEnvironment, Investec Asset Management

PM 6

PM 7

PM 8

Participants


Asset allocation


Where to bet your money on? Which asset classshould we go active and which ones for passive? Howshould you use ETFs in your portfolio?

Participants

Gilles Prince - CIO Switzerland, Edmond de Rothschild(Suisse) S.A.

Break


Break


Break


SESSIONSWEEK 1: IM|POWER CONNECT - LIVE FROM MONACO - 05/10/2020

IM|Power05 - 16 October 2020

Attend in Monaco or Hong Kong. Join online.

informaconnect.com/impower/

mailto:[email protected]

Afternoon portfolio manager closed-doordiscussions - Round 4


PM 5 - Deirdre Cooper, Portfolio Manager, GlobalEnvironment, Investec Asset Management

PM 6

PM 7

PM 8

Participants


IM|Power Next Gen Leadership – The VoiceProject


Build personal and professional influence

Followed by workshop led by Alison Campbell and TheVoice showcase

Participants

Alison Campbell - Public speaking coach and mentor,Alison Campbell Associates

Factor Investing


What smart beta factors will work well in upcomingeconomic environment? Growth vs Value – whengrowth outperformed massively in 2019, is it time togo back to value? When are traditional indices betterthan smart beta?

Participants

Frank Potaczek - Head of UK Proposition, Axa Architas

Selling ETFs to your clients


When your clients are more comfortable with activeasset allocation, how to engage and make themexcited about investing in ETFs? How to add value toyour clients’ investment decisions?

Participants

Enrique Marazuela - Chief Investment Officer, BBVASpain Private Banking

Keynote speaker - Guy Verhofstadt - TheFuture of Europe without the UK - and the UKwithout Europe


Participants

Presenter: Guy Verhofstadt - former Prime Minister ofBelgium, leading MEP, Author “ Europe’s Last Chance”,Member of The European Parliament and one of themost outspoken MEPs on the future of Europe

IM|Power Connect evening drinks with GuyVerhofstadt

17:15 - 18:25

SESSIONSWEEK 1: IM|POWER CONNECT - LIVE FROM MONACO - 05/10/2020




TIME IM|POWER CONNECT IM|POWER LEADERS INVESTOR-ONLY INSIDE ETFS MASTER-CLASS

08:00 08:45 - Welcome & Registration 08:45 - Welcome & Registration 08:45 - Welcome & Registration

09:00 09:30 - Introduction to IM|Power Connect

09:40 - Macro Investor Panel

10:00 10:10 - QuickFire Best Ideas

10:40 - Networking Break

11:00 11:10 - Morning portfolio managerclosed-door discussions 1 - Investorschoose one session from the four pre-sented

12:00 12:00 - Repeated - Morning portfoliomanager closed-door discussions 2

12:45 - Investor Lunch

12:45 - Investor Lunch 12:45 - Investor Lunch

13:00

14:00 14:00 - QuickFire Best Ideas - The After-noon Selection

14:30 - Afternoon portfolio managerclosed-door discussions Round 3 - In-vestors choose another session from thesecond group of four presented

14:00 - CEO Workshop: “Business as Un-usual” - How is asset management get-ting back to work?

14:00 - ESG: expert’s insights

14:30 - Asset allocation

15:00 15:15 - Break

15:45 - Afternoon portfolio managerclosed-door discussions - Round 4

15:15 - Break

15:45 - IM|Power Next Gen Leadership –The Voice Project

15:15 - Break

15:45 - Factor Investing

16:00 16:30 - Keynote speaker - Guy Verhofs-tadt - The Future of Europe without theUK - and the UK without Europe

16:15 - Selling ETFs to your clients

17:00 17:15 - IM|Power Connect evening drinkswith Guy Verhofstadt

17:15 - IM|Power Connect evening drinkswith Guy Verhofstadt

17:15 - IM|Power Connect evening drinkswith Guy Verhofstadt

SCHEDULEWEEK 1: IM|POWER CONNECT - LIVE FROM MONACO - 05/10/2020




Regisration

08:25 - 08:55

Welcome – Purpose, partnerships, platforms

08:55 - 09:00IM|Power Keynotes

Building an industry relevant for the Post Covid19 world: Urgent new solutions to addresslong-term savings, inclusion and thecustomer’s financial wellbeing


Participants

Presenter: Alex Birkin - Global Advisory Leader, EY

Is Covid 19 the global trigger needed tocatapult us into a truly digital era? What morecan we do help our clients and increase thedemocratisation and scope of wealthmanagement


Participants

Moderator: Edward Glyn - Managing Director, Head ofGlobal Markets, Calastone

Speaker: Robert Fairbairn - Vice Chairman, Blackrock

Speaker: Gail Weiss - President and Chief Trust Officer,Aon Trust

Speaker: Frédéric Janbon - CEO, BNP PARIBAS AssetManagement

Building winning businesses with betterdecision making - How can we reorganize thenew accelerated digitisation for long-termgrowth and partnerships transforming portfoliomanagement, trading, compliance andoperations?


Participants

Moderator: Daron Pearce - CEO, EMEA AssetServicing, BNY Mellon

Speaker: Dean Brown - EY UK Wealth and AssetManagement Advisory Partner, EY

Fast-tracking innovation in technologyplatforms to deliver personalised investmentproducts and services catering for customers’overall financial wellness: Towards a newvision of open finance and digital identity


Participants

Joe Saliba - Deputy Chief Executive Officer, CACEIS

Networking Break

10:40 - 11:10

Comparing global CEO strategy as tectonicplates shift across society and global economy– How are different parts of the investmentecosystem responding to the challenges?


Participants

Gary Baker - Managing Director, EMEA, CFA Institute

How biggest buyers from the global financialinstitutions are rethinking strategicpartnerships with asset managers in the lightof global macro shifts


Participants

Speaker: Gregory Toskos - Managing Director, GlobalHead of Partnerships, UBS Wealth Management

Speaker: Lane Prenevost - Global Head ofInvestments, HSBC Retail Banking and WealthManagement

CEO Insight – Recalibrating the business &investment model to the macro challenges andopportunities of the global economic reset


Participants

Moderator: Rochelle (Shelly) Antoniewicz - SeniorDirector, Industry and Financial Analysis, ICI Global

Speaker: Seema Shah - Chief Strategist, PrincipalGlobal Investors (Europe)

Speaker: John Emerson - Former US Ambassador toGermany (ret.), Global Relationship Manager, CapitalGroup

Speaker: Stuart Parker - President, PGIM Investments

Speaker: Martijn Rozemuller - CEO, Europe, Van Eck

Lunch & Networking Break + LunchtimeWorkshops

13:00 - 14:15

Lunchtime workshops

1. Delivering better service for fund managers - whatbest practice looks likeCSS

2. Best practice in distribution strategiesHSBC Securities Services

3. Risk management for wealth managers and fundmanagers - what you need to know nowRiskFirst

Keynote presentation: Reaping the benefitsfrom disruption – Finding the positives for thefund industry

14:15 - 14:45FundForum International - Stream A

Participants

Speaker: Neil Ward - Head of digital strategy andtransformation, Kneip

Part 1: What the new age client experiencelooks like in practice

14:15 - 14:45FundForum International - Stream B

• The growing importance of client needs againstthe product

• How clients want to engage and how todifferentiate your strategy

Participants

Moderator: Rob Sanders - Co-Founder, Door

Speaker: Lane Prenevost - Global Head ofInvestments, HSBC Retail Banking and WealthManagement

Speaker: Martin Gilbert - Non Executive Chairman,Revolut

Recalculating back office processes


• Driving forward change and why it’s crucial• A look at the latest solutions for asset managers• Oversight – what needs to be done to ensure

effective distribution of funds

Participants

Speaker: Paul Kilcullen - Head of Custody & FundsServices Ireland, Citi

Speaker: Katarina Carlbring - COO, Nordkinn AssetManagement

SESSIONSWEEK 1: IM|POWER - LIVE FROM MONACO DAY 1 - 06/10/2020




Part 2: New models of engagement


• The story so far, reviewing what has worked precrisis and post crisis: lessons learned

• The sectors that are doing well now• Meeting the expectations of the future client

Where do we go next? The outlook for assetservicers


• Supporting the growth of asset managers• Managing the ongoing regulatory changes and

pace of technological change

Participants

Moderator: Tony Gaughan - Investment Managementand Wealth Sector Leader | Consulting, Deloitte

Speaker: Mike Tumilty - Global Chief Operating Officer,Standard Life Aberdeen

Speaker: Ileana Sodani - Head of EMEA BusinessDevelopment, Asset Servicing, BNY Mellon

A new era – Data and the changing distributionmodel


Participants

Speaker: Stephan Pouyat - Global Head of CapitalMarkets, and Funds and ETF Services, Euroclear

Afternoon Break

15:45 - 16:15

Operational resilience and connectivity – whatis the new world order?


Exploring the role of sub advice in distributionmodels


• Clarifying the potential pitfalls and opportunities inthe sub advisory partnership model

Participants

Moderator: Ric van Weelden - Senior Partner, INDEFI

Speaker: Stéphane Corsaletti - Vice Chairman, ABNAMRO Investment Solutions

Speaker: Guillaume Poli - CEO, Edmond de RothschildAsset Management (Suisse)

Speaker: Paolo Biamino - Director, Head of FundSelection, Euromobiliare A.M.

Safeguarding value for the investor


• Beyond product development, how are assetmanagers delivering and sustaining impact

• Given the shift in global investment needs, what isimportant going forward

• Is value enough or should we be reaching higher?

Participants

Speaker: Kirk West - Executive Director, International &CEO Asia, Principal Global Investors

The delegated investment solutions showdown


• Comparing delegated investment solutions: sub-advised funds, funds-of-funds and discretionarymodel portfolios

• What are the use cases of each for distributors?

Participants

Moderator: Andreas Pfunder - Founder and CEO,instiHub Analytics

Speaker: Alberto Herranz - Investment Research; RiskAnalysis, Allfunds Bank

Speaker: Martin Fenner - Head Global InvestmentMarketing & Business Solutions, J. Safra Sarasin

Quickfire session: What news trends can wehope for in a post-Covid world? Investing forthe greater good, societal change andemerging markets


Participants

Speaker: Manraj Sekhon - Chief Investment Officer,Emerging Markets Equity, Franklin TempletonInvestments

The FundForum Power hour


A series of fast-paced presentations from assetmanagers exploring the rationale behind their fund.Fund buyers will judge the presentations and there willbe a live audience vote.

Participants

Moderator: Ben Granje - Managing Director,Beconomics

Judge: Adam Jordan - Director of InvestmentResearch & Management, Paul R. Ried Financial Group

Judge: Stéphane Monier - Group Managing Director,Chief Investment Officer, Banque Lombard Odier & CieSA

Presenter: Sonia Fasolo - Head of SRI/ SRI FundManager, La Financiere de l'Echiquier ( LFDE)

IM|Power Wisdom of the Selector ESG Awardsin Partnership with Sharing Alpha

17:45 - 18:15

Introduction & how digital selectors choose ESG fundfrom Sharing Alpha's founding partner, Oren Kaplan.

Hear professional fund selectors talk about theirmethodology when choosing ESG funds at theSustainability & Impact Investor Forum.

Find out more about the awards here.

Participants

Presenter: Oren Kaplan - Co-Founder and CEO,SharingAlpha

Adam Jordan - Director of Investment Research &Management, Paul R. Ried Financial Group

Ilan Sadoun - Co Founder, Chairman, Caspa FamilyOffice & Wealth Management

Alexandre de Mahieu - Partner and Senior InvestmentAdvisor, Lavand’Homme & de Borrekens srl

Close of Day 1

18:15 - 18:20





https://informaconnect.com/impower/impower-wisdom-of-the-selector-awards/

TIME FUNDFORUM INTERNATIONAL - STREAM A FUNDFORUM INTERNATIONAL - STREAM B IM|POWER KEYNOTES

08:00 08:25 - Regisration 08:25 - Regisration 08:25 - Regisration

08:55 - Welcome – Purpose, partner-ships, platforms

09:00 09:00 - Building an industry relevant forthe Post Covid 19 world: Urgent new so-lutions to address long-term savings, in-clusion and the customer’s financial well-being

09:10 - Is Covid 19 the global triggerneeded to catapult us into a truly digitalera? What more can we do help ourclients and increase the democratisationand scope of wealth management

09:40 - Building winning businesses withbetter decision making - How can we re-organize the new accelerated digitisationfor long-term growth and partnershipstransforming portfolio management, trad-ing, compliance and operations?

10:00 10:40 - Networking Break 10:40 - Networking Break 10:10 - Fast-tracking innovation in tech-nology platforms to deliver personalisedinvestment products and services cater-ing for customers’ overall financial well-ness: Towards a new vision of open fi-nance and digital identity


11:00 11:10 - Comparing global CEO strategyas tectonic plates shift across societyand global economy – How are differentparts of the investment ecosystem re-sponding to the challenges?

11:50 - How biggest buyers from theglobal financial institutions are rethinkingstrategic partnerships with asset man-agers in the light of global macro shifts

12:00 12:20 - CEO Insight – Recalibrating thebusiness & investment model to themacro challenges and opportunities ofthe global economic reset

13:00 13:00 - Lunch & Networking Break +Lunchtime Workshops

13:00 - Lunch & Networking Break +Lunchtime Workshops

13:00 - Lunch & Networking Break +Lunchtime Workshops

14:00 14:15 - Keynote presentation: Reapingthe benefits from disruption – Finding thepositives for the fund industry

14:45 - Recalculating back officeprocesses

14:15 - Part 1: What the new age clientexperience looks like in practice

14:45 - Part 2: New models of engage-ment

SCHEDULEWEEK 1: IM|POWER - LIVE FROM MONACO DAY 1 - 06/10/2020




TIME FUNDFORUM INTERNATIONAL - STREAM A FUNDFORUM INTERNATIONAL - STREAM B IM|POWER KEYNOTES

15:00 15:15 - Where do we go next? The out-look for asset servicers

15:45 - Afternoon Break

15:15 - A new era – Data and the chang-ing distribution model



16:00 16:15 - Operational resilience and con-nectivity – what is the new world order?

16:45 - Safeguarding value for the in-vestor

16:15 - Exploring the role of sub advice indistribution models

16:45 - The delegated investment solu-tions showdown

17:00 17:15 - Quickfire session: What newstrends can we hope for in a post-Covidworld? Investing for the greater good, so-cietal change and emerging markets

17:45 - IM|Power Wisdom of the SelectorESG Awards in Partnership with SharingAlpha

17:15 - The FundForum Power hour



18:00 18:15 - Close of Day 1 18:15 - Close of Day 1 18:15 - Close of Day 1





Registration

08:25 - 08:55

Welcome - Capitalism 2.0 and the role ofinvestment management


Participants

Presenter: Sanjiv Sawhney - Global Head of FundsGlobal Transaction Services, Citi

What does Capitalism 2.0 look like post Covid19 and who will be the new leaders? whymoving from a global economic era of wealthcreation to one of wealth distribution presentshuge opportunities for innovative active assetmanagers and wealth advisors


Participants

Presenter: Rana Faroohar - Associate Editor,FINANCIAL TIMES & global economic analyst, CNN,Global Business Columnist & Broadcaster

The Rana Faroohar Leaders Future of Financediscussion: Imagine 2030 – How do we delivermillions of savers’ short and long-termincomes now? What kind of new globaleconomy is emerging and how must we rethinkrisk management & investment in the light ofnew geo-political and environmental pressures


Participants

Moderator: Rana Faroohar - Associate Editor,FINANCIAL TIMES & global economic analyst, CNN,Global Business Columnist & Broadcaster

Speaker: Hendrik du Toit - Founder & CEO, Ninety One

Speaker: Jennifer Johnson - President & CEO, FranklinTempleton

Networking Break

10:15 - 10:45

Chairman's Address


Participants

Chair: Daron Pearce - CEO, EMEA Asset Servicing, BNYMellon

Keynote global economic briefing – Globalhealth, climate change and inequality:Structural drivers that are bringing the housedown. How the new economy is driving bothand how we can respond


Global trade vs the new green economy; where theoryand reality clash in addressing inequality - one of thegreatest financial, economic and political threats ofour time

Participants

Presenter: Megan Greene - Dame DeAnne JuliusSenior Fellow in International Economics at ChathamHouse; Senior Fellow at the Mossavar-Rahmani Centerfor Business and Government, Harvard University

How should Central Banks, governments orfinancial markets respond to mitigating theserisks of mitigating these risks of climate,global health and inequality? Policy orInnovation?


Asset owners and policy makers on the best way forfinancial markets to mitigate climate risk. Do financialmarkets damage the environment by fuellingeconomic growth or do they make economies moreprone to investment in technologies andinfrastructures to mitigate climate risk?

Participants

Moderator: Megan Greene - Dame DeAnne JuliusSenior Fellow in International Economics at ChathamHouse; Senior Fellow at the Mossavar-Rahmani Centerfor Business and Government, Harvard University

Speaker: Sherry Madera - Global Head Industry &Government Affairs, Refinitiv

Speaker: Saker Nusseibeh - CEO, Federated Hermes

Speaker: Daniel Hanna - Global Head, SustainableFinance, Standard Chartered Bank

Speaker: Katherine Garrett-Cox CBE - ManagingDirector and Chief Executive Officer, Gulf InternationalBank (UK) Limited (GIB UK)

CEOs on innovation and closing the ClimateAction Gap –What are key asset managementleaders advocating for future-proofing theirbusinesses in the face of ESG risks? How arethey measuring progress?


Participants

Moderator: Adam Matthews - Director of Ethics andEngagement for the Church of England PensionsBoard, as well as Co-Chair of the Transition PathwayInitiative and a Board Member of the InstitutionalInvestors Group on Climate Change, (IIGCC)., ChurchOf England Pension Board

Speaker: Jean Raby - CEO, Natixis InvestmentManagers

The Voice of the Next Generation Customer -Before we rush to produce solutions, have welistened to what our customers actually want?


Holly will share new consumer research on investordemand for sustainable investment products, alongwith some urban myths, preconceptions, concerns andsuspicions. How has Boring Money’s latest MoneyTribe – Sustainable Savers – responded to focussedcontent and engagement?

Participants

Speaker: Holly Mackay - Founder and CEO, BoringMoney

Lunch plus special lunchtime keynote address

13:00 - 14:15

Business Transformation Keynote: How canleaders embrace inevitable disruption toachieve strategic advantage


Participants

Presenter: Chris Adamkowski - Head of Industry,Financial Services, Google





Alternative action


• Given uncertainty in equities and sovereign bondshounded by negative yields, what are thealternatives to the traditional balanced portfolio ofshares and bonds?

• Alternative action in a variety of forms, includinggold, art, private equity, hedge funds and realestate

Participants

Moderator: Yuri Bender - Editor in Chief, ProfessionalWealth Management, Financial Times

Speaker: James Bevan - CIO, CCLA

Speaker: Suzanne Gyorgy - Head of Art Advisory andFinance, Citi Private Bank

Speaker: Marc Syz - CEO, Syz Capital

Speaker: Leah Cox - Co-founder, IANUA Market

In discussion with a CEO on innovation andtransformation


Sustaining best practice in distribution modelsand strategies globally


Participants

Speaker: Patrick McKenna - Global Head of ProductEngineering, Kurtosys

Asset managers transformation Insight: Howleaders are rethinking how to rebuild theirentire business and investment processesaround sustainability – organically and non-organically


Participants

Moderator: Richard Bruyère - Managing Partner, Indefi

Speaker: Alexandra Altinger - CEO, UK, Europe, Asia,JO Hambro Capital Management

Speaker: Patrick Rivière, - CEO, Groupe La Française

Drilling down to the core – what selectors needto focus on when evaluating managers


Participants

Speaker: Georg Skare Lund - Head of Fund Selection ,STOREBRAND ASSET MANAGEMENT

Speaker: Fredrik Wilander - Research Director, GriegInvestor

Speaker: Susanne Bolin Gärtner - Head of Fund &Manager Selection, Danske Bank

Speaker: Mia Söderberg - Senior Portfolio Manager inAlternative Investments & Manager Selection, NykreditAsset Management

Speaker: Claudia Stanghellini - Head of ExternalManagement, AP3

Afternoon Break

15:45 - 16:15

It takes a village: Building a successful multiaffiliate asset management firm for futuregrowth


How to move from an asset-gathering to alphagenerating strategy – Case studies in how affiliateplatforms can future-proof your business withboutique specialists

Participants

Moderator: Jean-François Hautemulle - Founder &Principal, Terres Nueves Consulting

Speaker: Matt Oomen - CEO of EMEA, Global Head ofDistribution, and member of the InvestmentManagement Executive Committee, BNY MellonInvestment Management

Speaker: Douglas Stewart - CEO, EMEA,, BennBridge

Speaker: Jose Castellano - Deputy CEO, iM GlobalPartners

Aligning your distribution strategy – focus onprivate banks


Participants

Speaker: Stéphane Monier - Group Managing Director,Chief Investment Officer, Banque Lombard Odier & CieSA

Speaker: Francesco Grosoli - CEO, CompagnieMonégasque de Banque (CMB)

Speaker: Jean-Christophe Gerard - Head of PrivateBank Europe, Monaco and Switzerland, CEO, BarclaysMonaco

Lessons in building agile businesses that canrespond to change


Participants

Speaker: Klaus Schuster - Chief Executive Officer forEurope, Pinebridge

Talking transformation: the changing role ofthe Head of Fund Selection


• Examining the changing skillset• Everything you need to know: selecting managers

and funds

Participants

Moderator: Théodore Economou - CIO, EMEA,Lombard Odier Asset Management (Switzerland) SA

Speaker: Rania Azmi - Founder and Member,Alexandrite Decisions and Wharton's ExecutiveAdvisory Boards

Learning to experiment in a fast and furiousera without reaching your tipping point


Participants

Moderator: David Dalton - Brown - Director General,TISA

End of IM|Power Live

17:45 - 17:50





TIME FUNDFORUM INTERNATIONAL - STREAM A IM|POWER KEYNOTES IM|POWER LEADERS

08:00 08:25 - Registration 08:25 - Registration

08:55 - Welcome - Capitalism 2.0 and therole of investment management

08:25 - Registration

09:00 09:05 - What does Capitalism 2.0 looklike post Covid 19 and who will be thenew leaders? why moving from a globaleconomic era of wealth creation to oneof wealth distribution presents huge op-portunities for innovative active assetmanagers and wealth advisors

09:30 - The Rana Faroohar Leaders Fu-ture of Finance discussion: Imagine 2030– How do we deliver millions of savers’short and long-term incomes now? Whatkind of new global economy is emergingand how must we rethink risk manage-ment & investment in the light of newgeo-political and environmental pres-sures

10:00 10:15 - Networking Break 10:15 - Networking Break

10:45 - Chairman's Address

10:50 - Keynote global economic briefing– Global health, climate change and in-equality: Structural drivers that are bring-ing the house down. How the new econo-my is driving both and how we can re-spond


11:00 11:05 - How should Central Banks, gov-ernments or financial markets respond tomitigating these risks of mitigating theserisks of climate, global health and in-equality? Policy or Innovation?

11:45 - CEOs on innovation and closingthe Climate Action Gap –What are key as-set management leaders advocating forfuture-proofing their businesses in theface of ESG risks? How are they measur-ing progress?

12:00 12:30 - The Voice of the Next GenerationCustomer - Before we rush to produce so-lutions, have we listened to what our cus-tomers actually want?

13:00 13:00 - Lunch plus special lunchtimekeynote address

13:00 - Lunch plus special lunchtimekeynote address

13:00 - Lunch plus special lunchtimekeynote address

14:00 14:15 - Alternative action

14:45 - Sustaining best practice in distrib-ution models and strategies globally

14:15 - Business TransformationKeynote: How can leaders embrace in-evitable disruption to achieve strategicadvantage

14:45 - In discussion with a CEO on inno-vation and transformation





TIME FUNDFORUM INTERNATIONAL - STREAM A IM|POWER KEYNOTES IM|POWER LEADERS

15:00 15:15 - Drilling down to the core – whatselectors need to focus on when evaluat-ing managers


15:45 - Afternoon Break 15:15 - Asset managers transformationInsight: How leaders are rethinking howto rebuild their entire business and in-vestment processes around sustainabili-ty – organically and non-organically


16:00 16:15 - Aligning your distribution strategy– focus on private banks

16:45 - Talking transformation: thechanging role of the Head of Fund Selec-tion

16:15 - It takes a village: Building a suc-cessful multi affiliate asset managementfirm for future growth

16:45 - Lessons in building agile busi-nesses that can respond to change

17:00 17:45 - End of IM|Power Live 17:45 - End of IM|Power Live 17:15 - Learning to experiment in a fastand furious era without reaching your tip-ping point

17:45 - End of IM|Power Live





Chair's Welcome

09:00 - 09:05FundForum Investment

Chair's Welcome

09:00 - 09:05Inside ETFs Europe

Chair's Welcome

09:00 - 09:05Alts Invest

Opportunities abound in China


• Go fast and furious but with a plan• China as an asset destination – the latest MSCI

guidelines• Dissecting the misconception around high risk,

liquidity and exploring products on offer

Industry influencer keynote


With all the talk about recessions, trade wars, andpublic health issues, in this session we will take a10,000-foot view of the global economy, highlightingthe risks and rewards, and access ETF’s productsuitability in the times of uncertainty.

Keynote address – Taking a new direction inalternative investments


What is the ideal strategic asset allocation?


• How you do judicious risk taking• Focus on type of assets – multi assets or fixed

income• Expected returns, risk and profile of different asset

classes

Participants

Moderator: Oliver Roll - CEO , 4ALPHADRIVERS

Speaker: Michael Dittrich - MD, DeutschenBundesstiftung Umwelt (DBU)

Speaker: Maria Leitzbach - Head of Treasury, SOKABau, Wiesbaden

Speaker: Ulrich Voss - Executive Board Member,Tresono Family Office AG

Speaker: Tina Hecking - Senior Portfolio Manager,Private Banking, Hamburger Sparkasse AG

Selecting the right ETFs every time


As the ETF market grows, investors often feeloverwhelmed by the choices. Building a fool proof duediligence model is paramount as the products grow incomplexity. Our ETF veterans will reveal their top tipson how to get your ETF due diligence right no matterthe asset class.

Participants

Speaker: Sai Tampi - Managing Director, Global Headof Funds & ETFs, HSBC Private Banking

Speaker: Richard Flax - Chief Investment Officer,Moneyfarm

Speaker: Jonas Thulin - Head of Asset Management,Erik Penser Bank

Speaker: Tuan Huynh - Chief Investment OfficerEurope, Deutsche Bank Wealth Management

Quickfire session: The outlook for Europe andbeyond


What is the outlook for Europe and beyond in…

• Private debt• Private equity• IG Private credit• Infrastructure and real estate

What do fund buyers really want to know


Participants

Moderator: Andrew Summers - Head of Collectives &Fund Research , INVESTEC WEALTH MANAGEMENT

Speaker: Mussie Kidane - Head of Fund Selection,Pictet

Speaker: Justin Onuekwusi - Fund Manager, Legal &General Investment Management

ETF spotlight talk


Inside ETFs is excited to announce the return of ourETF spotlight talks. These fast-paced hard-hitting talksbringing to life many of the crucial topics that mattermost to you and your clients. With topics ranging fromfactors to gold to ESG, we cover the topics that makenews.

Be sure to check back as we finalize and confirm ourETF spotlight topics and speakers.

How are private investors investing?


• What you can do to diversify your portfolio awayfrom real estate

• Minimising risk – what else holds same security asreal estate?

Participants

Speaker: Andy Mantel - CEO & Founder, Pacific SunAdvisors

Speaker: Anthony Torriani - Founder and CEO, MonacoAsset Management

Comfort Break


Comfort Break


Comfort Break


SESSIONSWEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020




How disruptors are changing investing – focuson developing markets


• Seizing an opportunity to capture the waypopulations save and invest

• Growth in demand for brokers and analysts andwhat this means

Inside ETFs lightning talk – Thematic ETFs:Investing in emerging and disruptive trends


This session will compose of three 5-min fast pacedtalks focusing on 3 key areas surrounding thematicinvesting. At the end of the 3 presentations allspeakers will sit down to answer questions from theaudience.

1. Will ETFs get a significant share or even a place inthematic investing? Why should investors takeindexing approach on this?

2. What capability do ETF issuers have to identify areal megatrend from a fad? How to identify andimplement the themes that could change the worldthrough ETFs?

3. When to switch between different trends wheneach has their own cycle? How can investors bestuse thematic ETFs?

Participants

Moderator: Weixu Yan - Investment Manager, CloseBrothers Asset Management

Presenter 1: Martijn Rozemuller - CEO, Europe, VanEck

Focus session – What is on the wish list forHNWIs?


• How are private banks, family offices, andindependent wealth managers thinking aboutproducts and investment approaches?

• Thinking about new priorities, for exampleintergenerational wealth

• Are the priorities of HNWIs being met by the altsindustry?

• What HNWIs want from their advisors• What does the future hold for asset and wealth

managers?

Participants

Moderator: Fabrizio Zumbo - Associate Director -European Asset Management Research, CerulliAssociates

Speaker: Luke Hyde-Smith - Head of Third Party FundSelection, Multi-Asset, Waverton InvestmentManagement

Speaker: Sheryl Needham - Managing Director, Headof Family Office Business EMEA, BlackRock

Speaker: Philip Mayer - Head of UK Family OfficeTeam, Barclays Private Bank

Finding a balance – liquid and illiquid assets inclients’ portfolios


• What does best practice look like• Conservatist versus opportunistic• Minimising risk and strategies that you can deploy

Convincing an active ETF sceptic: Active ETFs’value adds


Why should investors switch from an active fund to anactive ETF? How do active ETFs help boost theperformance of a fund selector and what are the othervalues they can add to a portfolio? In this inspiring andfun debate, can our experts convince an active ETFsceptic?

Participants

Chris-Oliver Schickentanz - Chief Investment Officer,Commerzbank

Peter Thompson - Head of GSAM’s European ETFBusiness, Goldman Sachs Asset Management

Talking millennials – the private market world


• What we know – reviewing what HNWIs want• How private markets cater to young investors• Beyond returns – the importance of sustainable

investments now and in the future

Participants

Moderator: Kai Upadek - Partner and Head of WealthManagement, Oliver Wyman

Speaker: Daniel Cavanagh - Director, Saint LeonardSFO

Spotlight on pan-European pension investors:Change in pension and social security systemsdue as world evolves


• The need for a long-term investment viewpoint• How to deliver value through effective investment

solutions• What ways exist that minimise risk now, and in the

future

Participants


Speaker: Olivier Rousseau - Executive director, FRR

Speaker: Christian Boehm - Chief Executive Officer,APK Pensionskasse AG

Fixed income ETF revolution: The next frontierof bond investing


Fixed Income ETFs have risen to prominence in the US,as investors embrace the ease of use, transparencyand liquidity. Do these same benefits apply to theEuropean markets? In this session we address the allyour concerns and highlight how does this fit into aportfolio, concerns about liquidity. In additional weexplore factors and how bond ETFs can be used tobuild a genuine alpha-generating strategy?

Participants

Speaker: Oleg Juretschko - Head of DACH ETF CapitalMarkets, Invesco





Alternative investments during times of crises


• We know well how liquid assets like equities,bonds and credit perform in an economic downturnor during market turmoil. But how aboutalternatives, an asset class that investors havepoured trillions of dollars into in the past 10 years?How will they fare during a downturn?

• Evidence from historical periods of recessions andmarket turmoil

• Examining a variety of future downturn scenariosand a qualitative assessment of the asset class’expected performance

Participants

Speaker: Christoph Junge - Head of AlternativeInvestments, Velliv

How can you invest well?


• What does successful investing look like in thechanged world?

• How to make good investment decisions• Reflecting on lessons learned and key factors to

bear in mind for the future

Participants

Speaker: Patrick Flaton - Managing Partner, AvignonCapital

Speaker: Rennie Hoare - Partner and Head ofPhilanthropy, C. Hoare & Co.

Speaker: Neil Beaton - Partner and Chief InvestmentOfficer, Alvarium

Secrets to outperform


Finding an outperforming active manager is nearly animpossible. So where does one find alpha? Our leadinginvestors reveal how they use ETFs strategically todrive performance and capture alpha. Join thisthought-provoking session and find out what Europe’smost sophisticated investors are doing with theirclients’ money?

Participants

Moderator: Oliver Smith - Investment Director,Sandaire

Speaker: Annelise Peers - Chief Investment Officer,Investec Bank (Switzerland) AG

Speaker: Ernst Knacke - Fund Analyst, Quilter Cheviot

Speaker: Enrique Marazuela - Chief Investment Officer,BBVA Spain Private Banking

Speaker: Jean-Marc Lefeuvre - Head of ALM, EDF

How can retail investors access non-traditionalasset classes?


• Asset classes of this type unavailable for retailinvestors

• Why now is the time for retail banks to move intoalternatives

• How does the retail investor get diversification?

Lunch Break

13:00 - 14:00

What does the modern-day model portfoliolook like?


• Diversification as a means of greater flexibility inmanaging investments

• Increasing need for income reliability – the SMAappeal

• Empowering the investor – owning the securitiesthat matter and impact them most

Liquid alternatives: Will they ever work?


With markets at all-time highs how is the time to beexploring alternatives and putting a hedge in place. AreETFs the best solution for this asset class? Hear fromboth ETF providers and private equity experts as wediscuss and debate the best way to access thesemarkets.

Participants

Speaker: Norman Villamin - Senior Managing Director,Chief Investment Officer (Wealth Management), UnionBancaire Privée (UBP)

What institutional investors want from illiquidstrategies versus liquid alternatives


• Can the alternatives market sustain value forproviders?

• Putting the magnifying glass on transparency –institutions versus family offices

• Which strategies and investment vehicles arefavourites?

How insurers view asset managers


• Opportunities for insurers in a low-yieldenvironment

• What is the view of asset managers on fast-movingdevelopments

Participants


Speaker: Christof Kessler - CEO, Gothaer AssetManagement

Speaker: Jean-Francois Garin - CEO, Groupama GanVie

Speaker: Matthieu de Clermont - Head Insurance andRegulated Client Strategies, Allianz Global InvestorsGmbH

Speaker: Julian Temes - Head of InvestmentManagement, Strategic Implementation, Zurich Group

Has regulation gone far enough?


Regulation was going to change the game for ETFs,providing the rocket fuel to power growth and leaveinvestors better invested. But do the regulations haveany teeth and are they driving the changes theyintended? Our expert answers those questions andmore leaving you with a better understand of the roadahead.

Participants

Speaker: Sean Tuffy - Head of Market & RegulatoryIntelligence, CFS EMEA, Citi

The big alts showdown


• What is the power of alternatives to solve theworld’s biggest problems?

• Solutions to enable better investment decisions

Participants

Speaker: Patrick Fauchier - Partner, Holbein Partners

End of broadcast






Surviving the stress test: ETF liquidity


What is the best way to access liquidity? How tounderstand what underlying liquidity is withoutcentralized trading? Have bond ETFs survived the testof COVID-19? How do you access liquidity in nichemarkets and what should investors think about whenplacing trades of significant size?

I’m dreaming of a perfect world for investmentmanagement… How alternative assetmanagers can save the world


• What are the challenges?• It’s a balancing act – compliance, legal and client

demand• Developing effective investment strategies – what

this looks like

Inside ETFs lightning talk – the next waves ofinnovations


This session will compose of three 7-min fast pacedtalks focusing on 3 key areas surrounding thematicinvesting. At the end of the 3 presentations allspeakers will sit down to answer questions from theaudience.

How are the latest products solving the biggestinvestment challenges and what are the gaps in themarket? What does the competitive landscape looklike? Are we catching up with the US?

Participants

Moderator: Ben Granje - Managing Director,Beconomics

Focus on infrastructure equity as aninvestment strategy – allocating assetseffectively


Fireside chat with Tim Peake Crisismanagement. Leadership. Self-motivation.


Participants

Speaker: Major Tim Peake CMG - Astronaut, Astronaut

Better transparency, better communication andbetter risk management of alternatives – whyit is crucial to assess the rationale behindinvestment decisions


ETF Distribution: Opportunities and challenges


How will the distribution world change the ETF marketand vice versa? How to integrate ETFs into active funddistribution channels successfully and profitably? Howare regulations shaping the products and distributionchannels? With semi-transparent ETFs rolling out,what will they do to fund distribution? How are issuersgetting better penetration to the market?

Participants

Moderator: Deborah Fuhr - Managing Partner, ETFGI

Speaker: Alberto Herranz - Investment Research; RiskAnalysis, Allfunds Bank

Good prospects in a post-Covid world – whythe future is illiquid


End of broadcast


End of broadcast






TIME ALTS INVEST FUNDFORUM INVESTMENT INSIDE ETFS EUROPE

09:00 09:00 - Chair's Welcome

09:05 - Keynote address – Taking a newdirection in alternative investments

09:30 - Quickfire session: The outlook forEurope and beyond

09:00 - Chair's Welcome

09:05 - Opportunities abound in China

09:30 - What is the ideal strategic assetallocation?


09:05 - Industry influencer keynote

09:30 - Selecting the right ETFs everytime

10:00 10:05 - How are private investors invest-ing?

10:35 - Comfort Break

10:45 - Focus session – What is on thewish list for HNWIs?

10:05 - What do fund buyers really wantto know


10:45 - How disruptors are changing in-vesting – focus on developing markets

10:05 - ETF spotlight talk


10:45 - Inside ETFs lightning talk – The-matic ETFs: Investing in emerging anddisruptive trends

11:00 11:20 - Talking millennials – the privatemarket world

11:55 - Alternative investments duringtimes of crises

11:20 - Finding a balance – liquid andilliquid assets in clients’ portfolios

11:55 - Spotlight on pan-European pen-sion investors: Change in pension and so-cial security systems due as worldevolves

11:20 - Convincing an active ETF sceptic:Active ETFs’ value adds

11:55 - Fixed income ETF revolution: Thenext frontier of bond investing

12:00 12:30 - How can retail investors accessnon-traditional asset classes?

12:30 - How can you invest well? 12:30 - Secrets to outperform

13:00 13:00 - Lunch Break 13:00 - Lunch Break 13:00 - Lunch Break

14:00 14:00 - What institutional investors wantfrom illiquid strategies versus liquid alter-natives

14:35 - The big alts showdown

14:00 - What does the modern-day modelportfolio look like?

14:35 - How insurers view asset man-agers

14:00 - Liquid alternatives: Will they everwork?

14:35 - Has regulation gone far enough?

15:00 15:10 - I’m dreaming of a perfect worldfor investment management… How alter-native asset managers can save theworld

15:45 - Focus on infrastructure equity asan investment strategy – allocating as-sets effectively

15:05 - End of broadcast 15:10 - Surviving the stress test: ETF liq-uidity

15:45 - Inside ETFs lightning talk – thenext waves of innovations

16:00 16:20 - Better transparency, better com-munication and better risk managementof alternatives – why it is crucial to as-sess the rationale behind investment de-cisions

16:55 - Good prospects in a post-Covidworld – why the future is illiquid

16:20 - Fireside chat with Tim Peake Cri-sis management. Leadership. Self-motivation.

16:55 - ETF Distribution: Opportunitiesand challenges

17:00 17:25 - End of broadcast 17:25 - End of broadcast

SCHEDULEWEEK 1: IM|POWER DAY 3 - INVESTMENT - 08/10/2020




Chair's Welcome

09:00 - 09:05FundForum Ops

Chair's Welcome

09:00 - 09:05Digital Wealth 2020

Data, tech and digitalisation: transformingoperations


• How are asset managers using and gathering data• Focus on thought leadership piece and findings –

what do they tell us?• Beyond digital enablement- exploring the future of

asset management

Opening Keynote: The New Normal – how areshifting social demographics drivingtransformational change in digital wealthmanagement post-pandemic?


Are asset managers doing the best that theycan? Views from outside the industry


Participants

Speaker: Olivier Debeugny - Group CEO, LinguaCustodia

Speaker: Arnaud Misset - Group Product Director,Caceis

Speaker: Venetia Bell - Head of Strategy, GulfInternational Bank (UK)

Digital Wealth Leadership: Delivering thefinancial wellness solutions and holisticfinancial advice that will characterise next-generation wealth management


• How to create, scale and manage a digitalecosystem

• Knowing when to Buy, Build or Partner• Enacting a culture shift to enable and embrace

innovation• Achieving the perfect balance to combine the best

elements of digital and human in a hybrid model

Participants

Moderator: Alois Pirker - Research Director, WealthManagement, Aite Group

Speaker: James Dunne - Head of Digital Investing,Santander

Speaker: Lotta Bourgoin - Deputy Head, Digital Wealth,Nordea

Speaker: Hanna Raftell - Head of Digital WealthManagement, OPTI Wealth Management

Middle and back office outsourcing in assetmanagement firms


• Gaining efficiencies by outsourcing reporting tasks,compliance duties and more

• Under the magnifying glass - experiences ofoutsourcing partnerships

• How to maximise value and minimise risk – isinsourcing the answer?

Participants

Speaker: Karen Zachary - COO, CRUX AssetManagement

Speaker: Gerard Walsh - Head of BusinessDevelopment, Institutional Equities, Northern TrustCorporation

Speaker: Barbara McKenzie - Senior Executive Director- Investments, Principal Global Investors

Speaker: Viktor Fischer - Deputy CEO, ACOLIN

Speaker: Leonora Xhekaj - Vice President, Head ofOperational Risk Management, Voya InvestmentManagement

Speaker: Fiona Horsewill - Head of ProductDevelopment and Strategy, EMEA, Citi

Private Banking Reimagined – Creating aculture of innovation to blend seamlessly withtraditional values


Participants

Moderator: April Rudin - Founder & President, TheRudin Group

Speaker: Romain Jérome - Group Chief Digital Officer,Indosuez Wealth Management

Speaker: Markus Lammer - COO UHNW, InvestmentBanking and Capital Markets, Credit Suisse

Comfort Break


Comfort Break


Drive towards personalisation - how to serveyour clients better


• How to improve customer service and boost futurerevenues

• Case studies from asset managers – before andafter

• Lessons learned and what the future holds

In Conversation: Insights from America


What can we learn from successful hybrid strategies inthe fast-moving US market?

Participants

Moderator: Will Trout - Head of Wealth Management &Asset Management, Celent

How distributed ledger technologies aretransforming back office operational change


SESSIONSWEEK 1: IM|POWER DAY 4 - DIGITALISATION - 09/10/2020




Scaling Tomorrow’s Portfolios: Progress,Purpose, Personalisation


From the continued rise of ESG across asset classesto the rapid developments in passion-based investing,the increasing importance of true portfoliopersonalisation is evident. How can behaviouralanalytics tools, fractional investing and algorithmictrading enable portfolio managers to align with theirclients’ priorities and deliver carefully curatedsolutions while maintaining scale?

Participants

Moderator: Monica Woodley - Consultant, Independent

Increasing efficiencies – what goodoperational governance looks like


• The operational risks that can give rise to a‘governance gap’

• Examining the effective governance of costsacross the value chain – including some new AMXresearch on the impact of incorrect fundstructuring

Participants

Speaker: Aaron Overy - Head of Client and ManagerDevelopment, The Asset Management Exchange(AMX)

Speaker: Mario de Bergolis - Chief Operating Officer,Asset Management One International Ltd.

Speaker: Alain Mandy - Vice President and ChiefOperating Officer, Wellington Management FundsGlobal

The impact of Open Finance on wealthmanagers and asset managers


Participants

Moderator: David Dalton - Brown - Director General,TISA

Speaker: Clem MacTaggart - Chief Operating Officer,Killik & Co

Lunch Break

12:25 - 13:30

Maximising the value of the manager’s data


• Balancing risk when using technical systems• Acquiring data and intelligence via digital sources

Participants

Speaker: Calum Muskett - Chief Commercial Officer,KNEIP

Breaching the Void: NextGen customerengagement to overcome the D2C disconnect


The concept of value is shifting from cost andperformance to UX, convenience and personalisation.How can we re-engineer the industry to escapecommoditisation and create a client-centric end-to-endinvestment experience?

Participants

Moderator: Sarah Kocianski - Head of Research, 11:FS

Speaker: Zoe Robson - Global Head of Innovation,Architas

Speaker: Benedetta Arese Lucini - Co-Founder andCEO, Oval Money

What are the approaches to settlements?


• Examining settlement solutions and systems• What are the required specifications?• Which products are they providing to their

partners?

Asset Management Evolution – Adapt or die?


As margins continue to be squeezed and the shadowof zero fees looms large, asset managers mustdetermine what the revenue model of tomorrow isgoing to look like. What solutions are available, fromdigitising distribution to going D2C, and how todetermine which one is right for your business?

Participants

Moderator: Sarah Kocianski - Head of Research, 11:FS

In conversation: Focus on asset servicers


• What is on the asset servicers’ wish list• Who are the disruptors?• Impacts on the industry value chain

Participants

Tony Gaughan - Investment Management and WealthSector Leader | Consulting, Deloitte

Interview with a keynote: Eastern Electric -How Asia has become the epicentre ofinnovation


From early consumer adoption to governmentderegulation, conditions in the Asian market make it aprime grazing ground for fintech unicorns. How canthe global industry learn from this and stimulateinnovative growth within the constraints of existingstructures?

Participants

Jonathan Larsen - Chief Innovation Officer andChairman and CEO of the Ping An Global VoyagerFund., Ping An Group

End of broadcast


Digital Workplace Pensions


How can AI and cloud native platform for digital savingand retirement solutions help to close the colossalretirement savings gap?

Participants

Fahd Rachidy - Founder and CEO, ABAKA

Special Focus: Spotlight on IFAs


How IFAs and Wealth Managers are evolving theirbusiness models and embracing a digital future in abid to target new generations of investors and reducethe cost of doing business together with creating moreappealing client experiences.

End of broadcast


SESSIONSWEEK 1: IM|POWER DAY 4 - DIGITALISATION - 09/10/2020




TIME DIGITAL WEALTH 2020 FUNDFORUM OPS


09:05 - Opening Keynote: The New Normal – how are shiftingsocial demographics driving transformational change in digitalwealth management post-pandemic?

09:30 - Digital Wealth Leadership: Delivering the financial well-ness solutions and holistic financial advice that will charac-terise next-generation wealth management


09:05 - Data, tech and digitalisation: transforming operations

09:30 - Are asset managers doing the best that they can? Viewsfrom outside the industry

10:00 10:05 - Private Banking Reimagined – Creating a culture of in-novation to blend seamlessly with traditional values


10:45 - In Conversation: Insights from America

10:05 - Middle and back office outsourcing in asset manage-ment firms


10:45 - Drive towards personalisation - how to serve yourclients better

11:00 11:20 - Scaling Tomorrow’s Portfolios: Progress, Purpose, Per-sonalisation

11:55 - The impact of Open Finance on wealth managers andasset managers

11:20 - How distributed ledger technologies are transformingback office operational change

11:55 - Increasing efficiencies – what good operational gover-nance looks like

12:00 12:25 - Lunch Break 12:25 - Lunch Break

13:00 13:30 - Breaching the Void: NextGen customer engagement toovercome the D2C disconnect

13:30 - Maximising the value of the manager’s data

14:00 14:05 - Asset Management Evolution – Adapt or die?

14:40 - Interview with a keynote: Eastern Electric - How Asiahas become the epicentre of innovation

14:05 - What are the approaches to settlements?

14:40 - In conversation: Focus on asset servicers

15:00 15:15 - Digital Workplace Pensions

15:50 - Special Focus: Spotlight on IFAs

15:10 - End of broadcast

16:00 16:20 - End of broadcast

SCHEDULEWEEK 1: IM|POWER DAY 4 - DIGITALISATION - 09/10/2020




Chair's Welcome

08:55 - 09:00Sustainability & Impact Investor Forum

Chair's Welcome

08:55 - 09:00FundForum Next Gen

Participants

Chair: Malik Sarwar - CEO, K2 Leaders

Opening Keynote: Market growth, fund flows &data research presented by Morningstar


The Ivy League Professor: How to stay relevantfor the next generation of talent - Capturing thebiggest growth opportunity of our era


Participants

Speaker: Vikram Gandhi - Professor in EntrepreneurialManagement and Impact Investing, Harvard BusinessSchool

Speaker: Paul Lim - Vice President, AssetManagement and Impact Investing Group, BackBayCommunications

Where asset owners lead the globaldiscussion: ‘What ESG 2.0. looks like beyondintegration’


Committing to active management with impactfulobjectives

Participants

Moderator: Emmanuel Parmentier - Partner, ESGAdvisory, Indefi

Speaker: Laurent Deborde - Director of Innovation andDevelopment, Caisse des Dépôts

Speaker: Jacqueline van Voorthuizen - ResponsibleInvestments, PGB Pensioendiensten

Speaker: Tommy Piemonte - Head of SustainableInvestment Research, BKC( Bank für Kirche undCaritas )-Paderborn

Listening to the voice of the next generation:What connects Extinction Rebellion, assetmanagement and enabling systemic change?


Participants

Speaker: Ronan Harrington - CEO, Alter Ego; PoliticalStrategist, Extinction Rebellion

ESG strategy in light of macro shifts


How major private banks and wealth managers areevolving their sustainable finance proposition: thepracticalities of growing assets and developingproducts

Participants

Speaker: Mussie Kidane - Head of Fund Selection,Pictet

Speaker: Bernard Aybran - CIO of Multi-Management,INVESCO

Speaker: Rachel Whittaker - CIO WM - SustainableInvesting Strategist, UBS Wealth Management

How to unleash trillions of dollars for the SDGs– wealth management without greenwash


Participants

Moderator: Malik Sarwar - CEO, K2 Leaders

Global Standards


• How will the competition between rule-makersprogress?

• What are the implications for global assetmanagers?

Participants

Moderator: Laurent Babikian - Director InvestmentEngagement, Europe, CDP

Speaker: Charlotte Gardes - Deputy Head of theFinancial Stability and Corporate Governance Unit,Direction générale du Trésor (French Treasury)

Speaker: Patrice Bergé-Vincent - Managing Director,Europe, ICI Global

What we can learn from China now and in thefuture


• China – disruptor vs pioneer• Opportunities of investing in China

Participants

Speaker: Andy Mantel - CEO & Founder, Pacific SunAdvisors

Speaker: Shelley Yang - CEO and Founder, InvesTAO

Fixed Income All-Star Panel


How can fixed income assets provide value tofinancing sustainable growth and change?

Green fixed income - Real Estate (wholesale lending),(light, dark) Green, Blue, Transition Bonds - will be key.

Participants

Moderator: Manuel Adamini - Investor EngagementHead, Climate Bonds Initiative

Speaker: Rhys Petheram - Fund Management Director,Jupiter AM

Speaker: Felipe Gordillo - Head of Green BondsStrategy, BNP Paribas IM

Speaker: David Zahn - Head of European FixedIncome, Franklin Templeton

What you can do to win customers


• What your customers want• Exploring customer retention versus acquisition

strategies• Maximising efficiencies in the new reality

Participants

Speaker: Chris Adamkowski - Head of Industry,Financial Services, Google

Collaborative Engagement Case Study


Can due diligence and transparent proxy voting reallyyield a valid expression of stakeholder values? Whystakeholder engagement is the key to ensuring impactoutcomes: Breakdown and analysis of a real-life caseof lobbying

Participants

Stephen Barrie - Deputy Director of Ethics andEngagement, Church of England Pension Fund

SESSIONSWEEK 2: IM|POWER DAY 1 - SUSTAINABILITY - 12/10/2020




Focused workshop on MEASA – What are theinvestment opportunities and how can youaccess these markets?


• What is the current framework for MEASA - howinvestors are approaching these markets

• Exploring the benefits of ME over Africa or doesSouth Asia has more potential?

• Putting plans into action – investment approachesgoing forward

New for this year, this interactive session will debatethe potential investment opportunities in Middle East,Africa and South Asia. Come along and find out whichmarkets you should be considering.

Participants

Moderator: Steve Barnett - Financial CentreDevelopment Director, Abu Dhabi Global Market

Speaker: Peter Lejre - Senior Executive Officer,McKinley Capital

Speaker: Ebele Okeke - Managing Partner, AlticaPartners

Speaker: Russell Read - Group Managing Partner, CChange Group

ESG Fund Showcase to Asset Owner Board


Participants

Advisory Panel: Nick Samuels - Head of ManagerResearch, Redington

Advisory Panel: Edmond Schaff - Head of Responsible& Sustainable Investment/ Lead Fund Manager, SansoInvestment Solutions

Presenter: Dominic Nys - Executive Director - Head ofBusiness Development Services - International,Fenthum

2020 talking points: Moving the industryforward


A series of interactive sessions where the audiencecan ask questions on the following topics:

• Regulation – is it fit for purpose?• Is there an added value to the recent requirements

added in the last few years? How do you co-ordinate different standards across borders? Doesmore regulation give more protection to investorsor does it hinder the availability of bespokeproducts?

• Speaking the same language: boutiques and bigasset managers

What are the differences and similarities in challengesthey face and how to transform business practices forthe better

Lunch Break

13:00 - 14:00

New Research Briefing


Building Impact Workshop part one: ImpactInvesting Case Studies – Scale


Although resources are readily available for impactreporting, how can you construct a portfolio that seesreturns?

Take part in a workshop that shows you how toeffectively use impact data and reporting to youradvantage.

Participants

Moderator: Evita Zanuso - Senior Director, Big SocietyCapital

Speaker: Dany Roizman - Founding Partner, BrainvestWealth Management

Speaker: Simon Chisholm - CIO, Resonance

Speaker: Xenia Loos - Managing Director, XSInvestments

Speaker: Liesbet Peeters - Managing Partner , DCAPITAL PARTNERS

Building Impact Workshop part two: ‘How tobuild a multi-asset portfolio for Impact’


Case studies in portfolio building for high net worthinstitutions and individuals

Participants

Moderator: Claudia Coppenolle - Co-founder and CEO -IMP+ACT Alliance, Impact Management Project

What distinguishes an ESG Fund? (Part 1)


What do fund buyers really want to know from youregarding ESG? How to demonstrate the efficacy ofyour ESG approach.

Participants

Moderator: James Bevan - CIO, CCLA

Speaker: Diandra Soobiah - Head of ResponsibleInvestment, National Employment Savings Trust (Nest)

Speaker: Andrew Summers - Head of Collectives &Fund Research , INVESTEC WEALTH MANAGEMENT

Speaker: James Penny - Senior Investment Manager,TAM Asset Management

Speaker: Richard Romer-Lee - Co-founder andManaging Director, Square Mile

Speaker: Dan Kemp - Chief Investment Officer,Morningstar Investment Management Europe Ltd

What distinguishes an ESG Fund? (Part 2)


What do fund buyers really want to know from youregarding ESG? How to demonstrate the efficacy ofyour ESG approach

Participants

Speaker: Deirdre Cooper - Portfolio Manager, InvestecAsset Management

Speaker: Suresh Mistry - Co-Founders and Director forBrand Engagement, Alquity

Speaker: Sonia Fasolo - Head of SRI/ SRI FundManager, La Financiere de l'Echiquier ( LFDE)





Responsibility in emerging marketsinvestments


Trends, opportunity and meeting the SDGs.

When investing in emerging markets there is no roomfor a lack of due diligence. How are responsible valuesapplied to investments in developing economies?Where and who should I trust with my money in 2020and beyond?

Participants

Moderator: Manuela Cedermas - CIO, Frontier MarketFund of Funds, Tages Capital

Speaker: Juan Luis Rivera - Partner and USA CEO,Moneda Asset Management

Speaker: Shelley Yang - CEO and Founder, InvesTAO

End of broadcast






TIME FUNDFORUM NEXT GEN SUSTAINABILITY & IMPACT INVESTOR FORUM

08:00 08:55 - Chair's Welcome 08:55 - Chair's Welcome

09:00 09:00 - The Ivy League Professor: How to stay relevant for thenext generation of talent - Capturing the biggest growth oppor-tunity of our era

09:35 - Listening to the voice of the next generation: What con-nects Extinction Rebellion, asset management and enablingsystemic change?

09:00 - Opening Keynote: Market growth, fund flows & data re-search presented by Morningstar

09:35 - Where asset owners lead the global discussion: ‘WhatESG 2.0. looks like beyond integration’

10:00 10:10 - How to unleash trillions of dollars for the SDGs – wealthmanagement without greenwash

10:45 - What we can learn from China now and in the future

10:10 - ESG strategy in light of macro shifts

10:45 - Global Standards

11:00 11:20 - What you can do to win customers

11:55 - Focused workshop on MEASA – What are the invest-ment opportunities and how can you access these markets?

11:20 - Fixed Income All-Star Panel

11:55 - Collaborative Engagement Case Study

12:00 12:30 - 2020 talking points: Moving the industry forward 12:30 - ESG Fund Showcase to Asset Owner Board

13:00 13:00 - Lunch Break 13:00 - Lunch Break

14:00 14:00 - New Research Briefing

14:35 - Building Impact Workshop part one: Impact InvestingCase Studies – Scale

15:00 15:10 - Building Impact Workshop part two: ‘How to build amulti-asset portfolio for Impact’

15:45 - What distinguishes an ESG Fund? (Part 1)

16:00 16:20 - What distinguishes an ESG Fund? (Part 2)

16:55 - Responsibility in emerging markets investments

17:00 17:25 - End of broadcast

SCHEDULEWEEK 2: IM|POWER DAY 1 - SUSTAINABILITY - 12/10/2020




Registration

08:30 - 09:00

Chairman’s welcome to IM|Power Asia 2020

09:00 - 09:10IM|Power Asia LIVE

Audience polling on the state of the industry in Asia

Geostrategic outlook for Asia: Rebalancingamid a pandemic


A macroeconomic discussion on the impact ofgeopolitics, trade wars and global health on the Asianeconomy. We will look at how business must adapt tochanging consumer behaviour, how policy makersmust find a way to make the region’s growthsustainable and challenges around digital and labourtransformation.

Plus, interactive Q&A with guest economist

5x5x5 interviews: 5 CEOs, 5 interviews, 5burning questions answered


International and Asian CEOs set the tone for thisinteractive discussion around personal and financialwellbeing in the post-pandemic world

1. What did we get right and wrong in 2020?

2. How can we help clients weather the financialstorm?

3. CEO’s big ideas: How can we get serious aboutsustainability in Asia?

4. Can ETFs survive a more volatile environment?

5. What opportunities are there in Asia in the post-pandemic recovery?

The session discussion will be led by our Asian CEOswith an exclusive Q&A connecting with our Europeanand the US CEOs in the afternoon

Asian CIO panel: How to take a new, agileapproach into 2021


CIOs discuss how they are taking on the difficult taskof staying nimble and adapting their investmentstrategy in the current climate, investing in a lowinterest rates world and how technology isempowering their investments.

Networking Break


Keynote: A case study on climate changerelated activity in China


Understanding how China is paving the way in creatinga climate neutral economy and insight into the newSilk Road

How investors can prepare for a low carbonfuture in Asia


Networking lunch: Facilitated small hostedproduct clinics and networking lunches


Roundtables include:

• Hybrid products• Smart beta• Real estate in Hong Kong• ETF investing best practice

Keynote: Artificial Intelligence in a post-COVIDworld


Policy and monetary update from Asia’sregulators and central banks


APAC’s COOs on making ops the business’secret weapon


Dig down into how the industry’s most forward-thinking COOs are driving growing and transformingtheir businesses by collaborating with technology

Networking Break


Keynote: Live Q&A and polling withInternational and Asian CEOs


Engage with top CEO’s on how to ensure a sustainable,profitable future for the investment industry

IM|Power Asia Networking

16:00 - 17:00

SESSIONSIM|POWER DAY 2 - LIVE FROM HONG KONG - 13/10/2020




TIME IM|POWER ASIA LIVE

08:00 08:30 - Registration

09:00 09:00 - Chairman’s welcome to IM|Power Asia 2020

09:10 - Geostrategic outlook for Asia: Rebalancing amid a pandemic

09:40 - 5x5x5 interviews: 5 CEOs, 5 interviews, 5 burning questions answered

10:00 10:30 - Asian CIO panel: How to take a new, agile approach into 2021

11:00 11:00 - Networking Break

11:30 - Keynote: A case study on climate change related activity in China

11:50 - How investors can prepare for a low carbon future in Asia

12:00 12:20 - Networking lunch: Facilitated small hosted product clinics and networking lunches

13:00 13:30 - Keynote: Artificial Intelligence in a post-COVID world

13:50 - Policy and monetary update from Asia’s regulators and central banks

14:00 14:10 - APAC’s COOs on making ops the business’ secret weapon


15:00 15:10 - Keynote: Live Q&A and polling with International and Asian CEOs

16:00 16:00 - IM|Power Asia Networking

SCHEDULEIM|POWER DAY 2 - LIVE FROM HONG KONG - 13/10/2020




Chair's Welcome

08:30 - 08:35China Summit & Pan Asian Opportunities

Chair's Welcome

08:30 - 08:35FundForum Asia

Chair's Welcome

08:30 - 08:35Inside ETFs Asia

All about the money: CIOs’ views on China


How are institutional investors evaluating onshore andoffshore allocations? Is China a diversification play foroverseas investors? How do their return profile andrisk appetite look like in times of uncertainty?

Pan-Asian leaders answer all: Riding the nextwave of technological innovation


How can technologies make business processes moreefficient, break down barriers and open help accessnew markets?

Submit your questions in advance of the event for ourtop CEOs to answer

APAC CIOs’ take on all things ETFs: ESG,thematic, active and more


With the growth of factor investing and theproliferation of active ETFs, we will engage some ofthe savviest institutional investors on how they arepositioning their portfolios by marrying active andpassive approaches. How open are they to investing inthematic and active ETFs?

Doing business successfully in China


• What do you need to factor into your Chinastrategies?

• How global asset managers are structuring theirChina business

• Is a local partner still a necessity and are the localfirms ready to compete with the giants?

Robo Battle Royale: The rise of virtual banks


Virtual banks could be set to play a greater role in theeconomy, but can they turn a profit and are they hereto stay? Find out how virtual banks are shaking up thewealth management landscape as the new kids on theblock go head-to-head.

Active ETFs debate: gamechanger or failure?


How are active ETFs regulated in Asia? What are thebenefits of investing in active ETF vs traditionalpassive ETF? Will this change the distributionlandscape? Is transparency an issue for investors?

Networking break and speaker Q&A






Asia’s top investors’ share insight into directAsian investments


Where are the new investment opportunities?

Cyber security and e-KYC in a disrupted world


Exploring how to improve security in a more remoteworld

Have ETFs let investors down in times ofuncertainties?


High volatility has increased the tracking errors andfees in ETFs and accelerated panic sell off. In thissession our experts will assess product suitability inthe current market situation and how investors canoptimise the benefits of ETF investing.

What will recovery look like for emergingeconomies post-COVID-19?


What emerging countries are best positioned for thenext decade and how do those trends translate intoinvestable opportunities?

Exclusive briefing: Market growth, fund flows &unique data research


Hear about ESG investments, products and appetitefor ESG amongst Asian investors

Successfully building an all-ETF modelportfolio


Top tips on choosing the right blend of ETFs to createan optimal and diversified portfolio to meet your long-term goals

Capturing the multi-trillion-dollar opportunityin Southeast Asia


Regulation, shifting market dynamics and tapping intothe growth offered by southeast Asian markets andSEA unicorns

Interactive ESG workshop: Integrating data andmetrics into your investment strategy


Discover how to evaluate your ESG portfolio allocationand deliver alpha.

With insights into:

1. Overcoming the hurdle of taxonomy and thedivergence in ratings

2. Localising ESG data sets and methodology tomainland China

3. How to gain access to the raw data

What do you need to know about launchingyour first ETF?


Lunch Break and speaker Q&A

12:05 - 13:35

SESSIONSWEEK 2: IM|POWER DAY 3 - ASIA & BEYOND - 14/10/2020




Buyers on post-COVID best practice: Riskmanagement, fund and manager selection


Distribution 2.0


Digital innovation in Asia: What the world can learn

Regulatory and Operations Q&A


Thank you and close of IM|Power 2020 contentwith networking continuing throughout theweek

15:05 - 15:10

SESSIONSWEEK 2: IM|POWER DAY 3 - ASIA & BEYOND - 14/10/2020




TIME CHINA SUMMIT & PAN ASIAN OPPORTUNI-TIES

FUNDFORUM ASIA INSIDE ETFS ASIA


08:35 - All about the money: CIOs’ viewson China


08:35 - Pan-Asian leaders answer all: Rid-ing the next wave of technological inno-vation


08:35 - APAC CIOs’ take on all thingsETFs: ESG, thematic, active and more

09:00 09:20 - Doing business successfully inChina

09:20 - Robo Battle Royale: The rise ofvirtual banks

09:20 - Active ETFs debate: gamechang-er or failure?

10:00 10:00 - Networking break and speakerQ&A

10:30 - Asia’s top investors’ share insightinto direct Asian investments

10:00 - Networking break and speakerQ&A

10:30 - Cyber security and e-KYC in a dis-rupted world

10:00 - Networking break and speakerQ&A

10:30 - Have ETFs let investors down intimes of uncertainties?

11:00 11:00 - What will recovery look like foremerging economies post-COVID-19?

11:35 - Capturing the multi-trillion-dollaropportunity in Southeast Asia

11:00 - Exclusive briefing: Market growth,fund flows & unique data research

11:35 - Interactive ESG workshop: Inte-grating data and metrics into your invest-ment strategy

11:00 - Successfully building an all-ETFmodel portfolio

11:35 - What do you need to know aboutlaunching your first ETF?

12:00 12:05 - Lunch Break and speaker Q&A 12:05 - Lunch Break and speaker Q&A 12:05 - Lunch Break and speaker Q&A

13:00 13:35 - Buyers on post-COVID best prac-tice: Risk management, fund and manag-er selection

13:35 - Distribution 2.0 13:35 - Regulatory and Operations Q&A

14:00

15:00 15:05 - Thank you and close of IM|Power2020 content with networking continuingthroughout the week

15:05 - Thank you and close of IM|Power2020 content with networking continuingthroughout the week

15:05 - Thank you and close of IM|Power2020 content with networking continuingthroughout the week

SCHEDULEWEEK 2: IM|POWER DAY 3 - ASIA & BEYOND - 14/10/2020




sessions im|power - informa connectdemocratisation and scope of wealth management 08:40 - 09:10...

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