30 October 2014 | Rosewood London, London

SIFT Europe Preliminary Agenda

Print Agenda

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 TanejaSenior 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 FuchsCEO, Swiss Fund and Asset Management Association
Dr. Jonathan LipkinDirector 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

Sponsorship Information:

Ben Fitch
+44 (0) 207 397 3828
bfitch@assetinternational.com

General Information :

Carol Popkins
+1 203 595 3282
cpopkins@assetinternational.com

SI Event Testimonials:

"The quality of the speakers and the content was very good."-Bob Tousignant, Senior Vice President, Director of National Accounts, Federated Investors "It was invigorating conversation in an equally good location that allowed for good discussion among leaders in distribution, product and marketing expertise.""-Darby Hobbs, President, SOCIAL3 "It is the best conference that I have been to that focuses solely on our industry. We attend a lot of conferences for our clients. But at this meeting, we are the target audience.""- Dan Bohle, Senior Vice President, BNY Mellon / Dreyfus