Thursday, 30 October 2014
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
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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 |
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 InternationalPanelists: Dominik Kremer, Head of EMEA and Latin America Distribution – Institutions, Threadneedle InvestmentsJonathan 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 InsightPanelists: Carlo Trabattoni, Head of Pan-European Distribution and Global Financial Institutions, SchrodersLina 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 OfficerPanelists: Markus Fuchs, CEO, Swiss Fund and Asset Management AssociationDr. 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 InternationalPanelists: Emma Douglas, Head of DC Solutions, Legal & General Investment ManagementStephen 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 InsightPanelist: Nick Blake, Head of Retail, VanguardMassimo 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 |
Ben Fitch
+44 (0) 207 397 3828
bfitch@assetinternational.com
Carol Popkins
+1 203 595 3282
cpopkins@assetinternational.com