30 October 2014 | Rosewood London, London

Speakers

Nick Blake Head of UK Retail,Vanguard Asset Management LtdNick Blake is the Head of UK Retail. He is responsible for developing Vanguard's business through financial intermediaries and third party distributors. In addition Nick is responsible for developing and implementing new products into the retail space for Vanguard in the UK.

Nick was one of the founder members of the UK team in London and has been with Vanguard since the opening of our UK London office and launch of our first tracker funds in the UK. Since that date he has helped shape the development of further fund launches, including the Lifestrategy range and more recently introduced ETF suite of products. Nick was appointed as a Principal in 2012.

Prior to joining Vanguard Nick was with a leading UK Life Assurer for 22 years holding a number of senior positions.

Stephen BudgeHead of DC Investments,KPMG LLPStephen joined KPMG in 2011 and leads the DC Investment team, working closely with the other investment teams and the DC Solutions team. Recent client work includes advisory work on a number of new scheme launches and changes as well as ongoing governance mandates. My clients include several of the leading master-trust arrangements, large trust-based schemes and contract-based arrangements. Stephen is an active contributor to the development of DC in the marketplace [when time allows] and has contributed to a number of research pieces including the NAPF’s DC Fund Design and Governance in DC Pensions paper. Prior to KPMG, Stephen worked at Aon Hewitt, originally starting out in Bacon & Woodrow’s investment practice.

Peter De Proft Director General,EFAMAPeter De Proft is the Director General of EFAMA (The European Fund and Asset Management Association), a position he took up in October 2007. Prior to his appointment with EFAMA, he was CEO at Fortis Investment Management Belgium (2004-2007), where he was responsible for the development and implementation of the global Fortis Investments strategy at Belgian level, and he has also previously held the position of Executive Director at Banque Nagelmackers 1747 / Groupe Delta Lloyd (1995-2004). Prior to that Peter was Director of the Fixed Income Department at Petercam (from September 1988 until April 1995) and he was also a Central Banker in the Department of Public Funds from May 1980 until September 1988.

Peter has held a number of board positions in the fund & asset management industry, including Chairman of the Board of BEAMA (Belgian Asset Managers Association), Board Member and Vice Chairman of Febelfin (2002-2006); Board Member of FEFSI/EFAMA (2002-2004). He was Chairman of the International Investment Funds Association (IIFA) from May 2009 to September 2011. Other positions have included the MiFID Level 3 expert consultative group, and previously the MiFID Level 2 Consultative Working Group of Market Participants (2004-2005), and the Efficiency Expert Group of the European Commission for enhancing the single market framework for investment funds (January-June 2006). He is Chairman of the Administrative Committee of the European Parliamentary Financial Services Forum (EPFSF) and a member of ESMA’s Securities and Markets Stakeholder Group. He was re-elected Vice-Chair of that Group in January 2014.

A trained lawyer, Peter was educated at The Free University, Brussels, where he received a degree in Law (with specialisation in economic, financial and tax law) in 1976, and an additional degree in Economic Law in 1977.

Steven De Vries Head of European Retail Sales,Henderson Global InvestorsSteven de Vries joined Henderson Global Investors in November 2001. He heads up the Continental European sales teams (including Israel). De Vries is Dutch and has 20 years of experience in the asset management industry. Before he joined Henderson in 2001 he worked for 2 years as an Account Manager at AXA Investment Managers. Prior to that he spent 5 years with the ING Group. He is a certified Investment Advisor and is a graduate of the University of Amsterdam where he studied Corporate Economics.

Emma Douglas Head of DC Solutions,Legal & General Investment ManagementEmma is Head of DC Solutions with responsibility for developing LGIM's DC business and investment strategy. Emma joined LGIM in 2014 from Mercer where she was a partner and Head of Mercer Workplace Savings. Prior to that, she was Head of DC Sales at BlackRock and Head of DC Pensions at Threadneedle Investments, and has more than 20 years of experience in the investment management industry. Emma graduated from Trinity College, Oxford, and holds an MBA from Manchester Business School via a Women in Management Scholarship from the Guardian. Emma is a member of the NAPF DC Council

Markus FuchsManaging Director,Swiss Funds & Asset Management Ass. SFAMAMarkus Fuchs has been working in the fund and asset management industry since 1992. He built up and headed the Products & Fund Services team at Bank Hoffman, a subsidiary of Credit Suisse in the nineties. From 2000 until 2004 he headed the fund product management team of Swiss Life as CEO of Swiss Life Funds AG. He then joined UBS AG as a Managing Director (Global Wealth Management & Swiss Bank / Products & Services) where he had the overall responsibility for proprietary hedge fund products. In November 2010 he joined the Swiss Funds Association SFA as a Senior Counsel, namely in charge of the areas asset management and alternative investments. In July 2013 he became the Managing Director of SFA, which since then operated under the name Swiss Funds & Asset Management Association SFAMA. He obtained a degree in Economics from the University of Zurich and an Executive MBA from the IMD International Management Development in Lausanne.

Massimo GrecoHead of European Funds ,JPMorgan Asset ManagementMassimo Greco, is the Head of European Funds at JPMorgan Asset Management, based in London, and Member of the Board of JPMorgan Asset Management ( Europe ) S.A.R.L. . Massimo has been a JPMorgan employee since 1992. Massimo holds a degree in Economics from the University of Turin and a Masters in Business Administration from the Anderson Graduate School of Management at UCLA.

Jonathan Kent Head of Financial Intermediaries Distribution for UK and Ireland,Deutsche Asset and Wealth ManagementJonathan Kent is Head of Financial Intermediaries Distribution for UK and Ireland at Deutsche Asset and Wealth Management. Jonathan is responsible for distribution to all key Financial Intermediary Accounts within the UK and Irish markets including private banks, wealth managers, asset managers and multi-managers. Jonathan joined Deutsche Asset & Wealth Management from Deutsche Bank’s Institutional Client Group in the Corporate Banking and Securities division, where he was responsible for the sale of investment products, funds and derivative based structures to UK and Irish asset managers, private banks, wealth managers and multi-managers. Prior to this, Jonathan held a similar role at JP Morgan Investment Bank. Prior to this he was a Director of Robert Fleming & Co, and Deputy Chief Investment Officer of Dresdner Kleinwort Benson Private Bank.

Dominik KremerHead of EMEA and Latin America Distribution – Institutions,Threadneedle InvestmentsDominik Kremer joined Threadneedle in 2010. Dominik has more 20 years’ experience in the investment management industry and, prior to joining Threadneedle, spent nine years at Pioneer Investments as Managing Director and member of the Global Management Committee. Dominik started his career at Fidelity Investments in Luxembourg and in Frankfurt.

Dr Jonathan LipkinDirector, Public Policy,Investment Management Association Jonathan is responsible for the development and external representation of the IMA's policies on pensions and long-term savings, as well as the IMA’s research activities which help to shape these policies. Jonathan is also responsible for the IMA's collection and dissemination of industry statistics, and for IMA Sectors which help consumers and advisers find and compare investment funds. Prior to joining the IMA in 2005, he worked for a number of years at Oxford Analytica, an international consultancy where he specialised in European public policy and political economy.

Philip MartinMarketing Director,OpenworkPhilip joined Openwork in 2011 from F&C Investments. Previously, he was the one of the founding directors of Nucleus Financial Group, having successfully co-run his own consultancy business, the abacus, specialising in strategic and propositional projects with a range of life company, regulatory and asset management clients. He is responsible for the development of Openwork’s investment solutions and all aspects of Openwork’s marketing and PR.

Lina MedeirosPresident,MFS International LtdLina Medeiros, CIMA, is president of MFS International Ltd. (MIL), a subsidiary of MFS Investment Management® (MFS®). In this role, she has leadership responsibility for the fi rm’s mutual fund distribution business in Europe, Asia and Latin America. She is based in MFS’ London offi ce. Before serving in her current role, Lina was senior managing director of Europe for MIL and oversaw the fi rm’s non-US distribution efforts throughout Europe. Previously, she was responsible for MFS’ non-US distribution efforts throughout the Americas as managing director for the Americas. Before that, she served as a senior vice president and head of business development for MIL and directed international dealer relations. She joined MFS in 1997 and has worked in the fi nancial services industry since 1988. Lina is a graduate of Boston College and earned her Master of Business Administration degree from the Carroll School of Management at Boston College. She holds the Certifi ed Investment Management Analyst (CIMA) designation.

Avi NachmanyExecutive Vice President & Research Director,Strategic InsightIn 1986, Avi co-founded Strategic Insight (SI), a research and business intelligence firm. In its early days, SI focused on the small, emerging U.S. mutual fund industry. Today, SI’s research and technologies are shared throughout the world with companies that collectively manage a majority of the $35+ trillion invested in mutual funds globally. Strategic Insight’s data, research, and consulting services assist dynamic asset managers aspiring to benefit from the expanding demand and opportunities for investment management in Europe, Asia, Latin America, Canada, the U.S., and Australia. SI business intelligence empowers investment managers (e.g., in the U.S., managers of over 90% of AUMs are SI subscribers, including many new entrants); insurance companies offering retirement income solution; consultants, investment banks, and service providers; regulators; and industry associations, among others. Avi participates in the on-going development of SI’s Simfund, the leading worldwide business intelligence database for fund managers, used broadly by dynamic investment firms searching for global expansion opportunities, as well as local benchmarking. Simfund tracks monthly $35+ trillion in mutual fund assets and integrates proprietary SI data fields (flows and AUMs, fees, new funds, distribution mapping; proprietary data from SI’s subsidiaries in Canada and Australia, etc.) with data from the industry associations, regulatory filings, tracking companies (Morningstar, Lipper, Access Data, etc.), and more. Avi contributes to SI research, which spans how the mutual fund industry is adapting to the changed environment; product innovations; distribution and pricing trends; fee and profitability benchmarking; board education; fact-based studies helping in mapping growth opportunities globally; income-at-retirement trends; and peer analysis. Avi also advises SI’s clients, which, besides fund managers and distributors, include investment banks; M&A, consulting, law, audit, back-office, and hedge fund firms; and governmental agencies. As a passionate industry observer and strategist, Avi is widely quoted in the media and is often a panelist or a keynote speaker in investment management industry events. For example, in October 2013 Avi discussed the lessons of the shifts to fee-for-service distribution model at a gathering of the heads of world’s mutual fund industry associations (International Investment Funds Association). Avi also presents often to mutual fund directors. In 2011, Avi co-authored a seminal paper commissioned by the European Fund and Asset Management Association (EFAMA), which analyzed and benchmarked fund fees in Europe and how they compared to mutual fund fees in the U.S. A similar Strategic Insight study commissioned by the Canadian industry association was published in November 2012 and was shared with regulators in Canada. Avi was raised in a farming village in Israel, studied Chemistry at Tel Aviv University, and received an MBA, with distinction, from New York University’s Stern School of Business in 1985.

Furio Pietribiasi Managing Director ,Mediolanum Asset Management Ltd.
Mediolanum International Funds Ltd.
Furio Pietribiasi is responsible for Irish Operations of Mediolanum in Ireland and in Luxembourg. Furio is Managing Director at Mediolanum Asset Management Ltd. and Mediolanum International Funds Ltd., and member of the Board of Mediolanum International Life Ltd.. He is also Chairman of Gamax Management AG and member of the Board of Mediolanum Specialities SICAV SIF. Furio was previously responsible for the development of funds and insurance products, distributed in Italy, Germany and Spain and he also oversaw the selection and the relationships with the external investment advisors. He is also currently Chairman of the Board of the Irish Association of Investment Managers and member of the Council of IFSC Ireland. Furio is also part of the Taoiseach Department advisory Group for financial Service CHG “Clearing House Group”, Member of the Executive Committee of the Italian Business Group under the aegis of the Italian Embassy in Ireland, whose mission is strengthening the trade between Italy and Ireland; and he is also Chairman of the Advisory Board of the Courses around Innovation in Financial Services sponsored by the Institute of Banking- a recognized College of UCD (University College Dublin). He started his career in investment management in Mediolanum Gestione Fondi in Milan and prior to that he worked in one of the leading legal and fiscal practice in Italy. Furio holds a BA in Finance and Economics.

James Redgrave Managing Editor,PLANSPONSOR EuropeJames is director of Asset International’s director European retirement and UK managing editor of PLANSPONSOR. He has worked in UK financial publishing since 2008 and specialises in pensions and institutional investment, having written for several financial industry titles, as well as the Financial Times.

Shiv Taneja Senior Managing Director, Global Research,Strategic Insight Shiv is the global head of research and product management at Strategic Insight | Asset International and has been with the firm since mid-September 2014. Prior to joining the group, Shiv spent 14 years as Cerulli Associates, as managing director and haed of global research. Before Cerulli, Shiv worked as a fund analyst with Standard & Poor’s in London.

Carlo Trabattoni Head of UK & European Intermediary and Global Financial Institutions Group,Schroder Investment Management LimitedCarlo Trabattoni Schroder Investment Management Limited. 2012 Head of UK and European Intermediary and Global Financial Institutions Group. 2009 – 2012 Country Head - -Japan. Managing Director Schroders Investment Management (Italy) S.p.A., Head of Retail Continental Europe, based in Milan. Joined Schroders in 1996 as a Commercial Director, in charge of the Italian retail market for Schroder International Selection Fund (SISF) Sicav distribution. Moved to Intereuropa Sim SpA in 1991 to establish their sales division and develop and manage their financial distribution network. Investment career commenced in 1987 upon joining Fideuram S.p.A Responsible for financial sales within the retail sector. Degree in Economics, Luigi Bocconi University.

Sponsorship Information:

Allana Burke
212-217-6938
aburke@sionline.com

General Information :

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