| 8:30 – 9:15 |
Breakfast and Registration |
| 9:15 – 9:30 |
Welcome Remarks
James Casella, Chairman and Chief Executive Officer, Asset International
Mike Rosenthal, Executive Vice President, Global Business Operations, Asset International
Shiv Taneja, Senior Managing Director, Head of Global Research, Strategic Insight
|
| 9:30 – 10:00 |
EFAMA and the new European Parliament and Commission: Building New Relations
An update on the regulatory landscape across Europe and the implications for the asset management industry.
Peter de Proft, Director General, EFAMA
|
10:00 – 10:30 |
Presentation: “Emerging Trends and Key Issues in the Global Fund Industry"
Shiv Taneja, Senior Managing Director, Head of Global Research, Strategic Insight
Elisabetta Forelli, Senior Product and Data Manager, Strategic Insight
|
| 10:30 – 11:00 |
Coffee Break |
| 11:00 – 11:45 |
Panel: “How To Respond To Emerging Drivers for Long-Term Partnerships With Distributors?"
Chair:
James Redgrave, Managing Editor, PLANSPONSOR Europe at Asset International
Panelists:
Dominik Kremer, Head of EMEA and Latin America Distribution – Institutions, Threadneedle Investments
Jonathan Kent, Head of Financial Intermediaries Distribution, UK & Ireland, Deutsche Asset & Wealth Management, Deutsche Bank Wealth Management
Philip Martin, Marketing Director, Openwork
|
| 11:45 – 12:30 |
Panel: “Successful Strategies for Third-Party Crossborder Market Opportunities in Europe.”
Chair:
Shiv Taneja, Senior Managing Director, Head of Global Research, Strategic Insight
Panelists:
Carlo Trabattoni, Head of Pan-European Distribution and Global Financial Institutions, Schroders
Lina Medeiros, President, MFS International Ltd
|
| 12:30 – 1:30 |
Lunch |
| 1:30 – 2:15 |
Panel: “Business Model Considerations – Building Blocks or Solutions Providers”
Chair:
Elizabeth Pfeuti, European Editor, Chief Investment Officer
Panelists:
Markus Fuchs, CEO, Swiss Fund and Asset Management Association
Dr. Jonathan Lipkin, Director of Policy, Investment Management Association
Furio Pietribiasi, Managing Director, Mediolanum Asset Management
|
2:15 – 2:30 |
Presentation: “Latest Trends in Europe’s Personal Retirement Industry”
James Redgrave, Managing Editor, PLANSPONSOR Europe at Asset International
|
| 2:30 – 3:15 |
Panel: “Breaking into the Personal Retirement Strategies Marketplace and Developing Effective Growth Strategies"
Chair:
James Redgrave, Managing Editor, PLANSPONSOR Europe at Asset International
Panelists:
Emma Douglas, Head of DC Solutions, Legal & General Investment Management
Stephen Budge, Head of DC Investment, KPMG
|
| 3:15 – 3:45 |
Afternoon Tea Break |
3:45 – 4:00 |
Presentation: The U.S. Experience on Mutual Fund Pricing
Avi Nachmany, Co-Founder, Director of Research, Strategic Insight
|
| 4:00 – 4:45 |
Panel: “The Impact Of Unbundled Pricing On Commercials and Service Models”
Chair:
Shiv Taneja, Senior Managing Director, Head of Global Research, Strategic Insight Panelist:
Nick Blake, Head of Retail, Vanguard
Massimo Greco, Head of European Funds Management, J.P. Morgan Asset Management
Steven de Vries, Head of European Retail Sales, Henderson Global Investors
|
| 4:45 – 5:00 |
Conference Closing Remarks:
Shiv Taneja, Senior Managing Director, Head of Global Research, Strategic Insight
Mike Rosenthal, Executive Vice President, Global Business Operations, Asset International
|
| 5:00 – 6:00 |
Cocktail Reception |
