28 October 2015 | Rosewood London, London

Speakers

Dr. Julia BackmannVice President (legal),BVIDr. Julia Backmann, LL.M. vice president (legal) at BVI, the German Fund and Asset Management Association. In this capacity she deals with all kinds of relevant legislation on EU and national level in particular relating to Corporate Law and Corporate Governance issues as well as closed-ended funds and fund distribution rules. Before joining BVI in 2012 she worked at international law firms. She is attorney at law (Frankfurt bar) and appears as speaker at conferences on a regular basis

Ian Bragg Senior Manager, Research and Statistics,Investment Funds Institute of CanadaIan Bragg is Senior Manager, Research and Statistics at the Investment Funds Institute of Canada. The Association serves as the voice of Canada’s investment funds industry, bringing together 150 organizations, including fund managers, distributors and industry service organizations. Its role is to foster a strong, stable investment sector where investors can realize their financial goals. Prior to joining IFIC, Ian served as Research Director at Kingsdale Shareholder Services and the Responsible Investment Association. Ian has also worked as an Independent Consultant providing advisory services to some of Canada’s largest pension plans and asset managers.

Andrew BrownInstitutional Business group Director,Columbia Threadneedle InvestmentsAndrew leads the Defined Contribution business at Columbia Threadneedle Investments, with responsibility for DC clients, business development and investment proposition. Andrew started his career at Henderson Investors. He is a frequent commentator on defined contribution matters and currently holds the position of Chair of the Defined Contribution Investment Forum. Andrew holds a BSc in Management Sciences from the University of Manchester Institute of Science and Technology. Andrew has been in the industry since 2000, starting at Columbia Threadneedle Investments in 2005.

Andy CheseldinePartner,LCPWith over 35 years of experience in the employee benefits market, Andy guides employers and trustees through the design, creation, communication, delivery and ongoing monitoring of DC pension arrangements.

Andy's most recent work has focused on the implications of “Freedom and Choice for Pensions”; workplace pension reform together with the design of default and investment range options; change and transition management; together with the implications of behavioural finance for member communication.

Andy was elected to the DC Council of the Pensions and Lifetime Savings Association (NAPF at the time) in 2013.

Stephanie CondraRetirement Market Strategist,AXA Investment Management Stephanie works in the Clients and Markets group at AXA Investment Managers delivering thought leadership and market insight across regional markets and focusing on the retirement market. Prior to joining AXA IM, Stephanie led the corporate investment consulting business at a pension consultant in Ireland and prior to that structured investment and wealth management solutions for clients of a private bank in Canada. Stephanie has over 15 years of experience in the investment industry. She completed the specialised Global Asset and Wealth Management MBA programme at Simon Fraser University in Vancouver and also holds the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

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.

Hugues Gillibert Founder and CEO ,FITZ Partners In 2013, Hugues launched Fitz Partners, a unique source of meticulous calculations of investment fund fees & expenses. Fitz Partners purpose is to support the European fund industry participants in their fiduciary responsibilities and cost management efforts. Fitz Partners answers asset managers’ persistent need for consistent and detailed fee data and benchmarks permitting fund operators and boards to conduct accurate reviews of their funds operating fees and other expenses, Hugues currently sits on the European Insurance and Occupational Pensions Authority (EIOPA) working group designing the future PRIIPs KID.

A pioneer in fund cost calculations in Europe, from 1996 Hugues developed Fitzrovia International alongside Paul Moulton before selling their well-respected business to Lipper. Under his leadership as a Director of Fitzrovia International, his data team had made over 350,000 TER calculations based on a consistent methodology, covering over 55,000 funds worldwide. He has supported Working Groups on fund expenses for both INREV and ALFI, and spoken at diverse asset management events.

When not reviewing fund expenses, Hugues spends any free time with his growing family and coaches Rugby Minis at Barnes RFC where he is a founder member of the mini section. He gained an MSc in Finance from Strathclyde University in Scotland and a degree in European Business Studies from Group ESC Bordeaux in France.

Jamie Hammond Managing Director, Europe ,Franklin Templeton Investments Jamie was appointed Managing Director, Europe in 2010. He is responsible for managing Franklin Templeton’s retail and institutional businesses throughout the region and prior to this he was a Senior Director, with responsibility for the UK and Northern Europe. Jamie originally joined Franklin Templeton in 2001 following the acquisition of Fiduciary Trust International, where he was the Sales Director responsible for mutual fund development in Europe. Prior to this (1996 -2000) he was the UK National Sales Manager for Hill Samuel Asset Management, the asset management arm of the LloydsTSB Group.

Jamie has over 30 years’ experience in the asset management and financial services industry and is also the CEO of Franklin Templeton Investment Management Ltd. and Franklin Templeton Fund Management Ltd. in the U.K.

Malte HerbrechtManaging Director, Head of Business Management & Strategy, Global Asset Management Europe,UBS AG Malte Herbrecht, Head Business Management and Strategy EMEA, UBS Global Asset Management, Managing Director. Responsible for developing and executing the strategic agenda and business plans of the distribution in the region. Previously responsible for a post-merger integration. Before that he was a Business Manager in the German/Austrian market organization. Prior to this he worked for The Boston Consulting Group.

Borja LargoGlobal Head of Fund Groups,Allfunds BankBorja is a founding member of Allfunds Bank and forms part of the Executive Committee. Since 2012 Borja manages the global team dedicated to the relationship with all the Fund Groups present in Allfunds Bank, currently over 400, with total assets in the platform in excess of 200 billion EUR Prior to 2012, Borja was Allfunds Bank CIO. Under his responsibility the activities of analysis and funds selection, asset allocation, risk management, operational due diligence and R&D were developed. Borja began his career as an analyst of international investment funds in BSN Banif . In 2000 he was part of the team that created Allfunds Bank and continued his work as a specialist in international investment funds until he became Chief Investment Officer in 2007.

Jonathan LipkinDirector Public Policy,The Investment AssociationJonathan is responsible for public policy at The Investment Association, the trade body for the UK investment management industry. His role combines policy development and advocacy with analysis and research insight to support the wider work of the Association. His team produces a range of publications, including detailed monthly fund statistics and the annual Asset Management Survey. Alongside a broad focus on the evolution of the investment management industry, he has a particular interest in UK long-term savings and pensions policy. He writes and speaks regularly on these subjects in the UK and abroad.

Prior to joining the IMA in 2005, he worked for a number of years at Oxford Analytica, an international consultancy, leading its European political and economic analysis. He is a member of the Advisory Board of the Centre for Asset Management Research at Cass Business School, London and a fellow of the Royal Society of Arts.

Avi NachmanyCo-Founder, Director of Research, Executive Vice President,Strategic InsightIn 1986, Mr. Nachmany co-founded Strategic Insight (SI), a research and business intelligence firm for the emerging mutual fund industry. Today, SI’s research and technologies are shared throughout the world with investment companies that collectively manage a majority of the $40 trillion invested in mutual funds globally. Strategic Insight’s data, research, and consulting services assist investment managers supporting the expanding demand for mutual funds in the U.S., Europe, Asia, Latin America, Canada, and Australia.

Mr. Nachmany contributes to SI research, which spans how the mutual fund industry and fund investors are adapting to the changed environment; investment strategy innovations; distribution trends; fees, costs, and profitability benchmarking; fact-based studies helping in mapping the growing acceptance of funds globally; and income-at-retirement investment solutions. SI research is based on data from SI’s Simfund, a business intelligence database which tracks nearly every mutual fund around the world, and overall, nearly $40 trillion in mutual fund assets under management. SI business intelligence tools and research help monitor and benchmark the growth of the mutual fund industry, and are used widely by investment managers (for example, in the U.S., investment managers of over 90% of the U.S. fund industry’s $19 trillion of AUMs are SI subscribers); insurance companies offering retirement income solution; consultants; and regulators and industry associations, among others.

Mr. Nachmany presents often to mutual fund directors, industry executives, and at times regulators. For example, Avi presented at an IOSCO meeting in Madrid (May 27th, 2015; Committee 5 overseeing investment management). Mr. Nachmany was the lead author of a recent study, ‘Mutual Funds and Systemic Risk,’ which was shared with global regulators (FSB, FSOC, IOSCO, US’s SEC), among others. Previously Mr. Nachmany 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). Among other studies he co-authored were reports commissioned by the European Fund and Asset Management Association (EFAMA), analyzing and benchmarked fund fees in Europe and how they compared to mutual fund fees in the U.S., as well as a study commissioned by the Canadian industry association which was shared with regulators in Canada.

Mr. Nachmany 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.

Guy SearsActing Chief Executive,The Investment AssociationGuy Sears is the interim CEO of The Investment Association, the trade association of the UK’s £5.5 trillion investment management industry. He previously led the IA’s policy teams which cover the regulation of funds and managers, and most of their engagement in the retail and institutional markets and on the capital markets.

Mr Sears is also Chair of the UK’s Joint Money Laundering Steering Group and a member of the LIBOR Oversight Committee.

Prior to joining The Investment Association, he served as Deputy Chief Executive of APCIMS; and was on the Board of a credit union; and served as an Executive Director of a commodity derivative market maker on the London Metal Exchange; as Consultant to the Jersey Financial Services Commission; as Head of Market Conduct and Market Infrastructure at the UK’s FSA; and as Solicitor on the Record for the Securities and Investments Board.

Dr Darren Toulson Head of Research & Director,LiquidMetrixDr Darren Toulson is Head of Research and director at LiquidMetrix, an independent provider of trade execution analysis to Tier 1 banks, brokers, asset managers and trading venues. Darren is responsible for LiquidMetrix’ research and development focussing on fragmented global securities markets and the challenges and opportunities this poses to trading firms and brokers in terms of best execution, transaction cost analysis as well as detection of market abuse. LiquidMetrix is a brand of Intelligent Financial Systems (IFS), an independently operated company within the Asset International Group of companies. Darren has a PhD in Mathematics and Physics from Kings College London and prior to co-founding IFS worked on research projects in time series analysis and signal processing.

Sponsorship Information:

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

General Information :

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

Event Testimonials:

"Interesting and insightful event." -Head of European Retail Sales at Fund Distributor "A worthwile conference confirming some of my own analysis and findings.” -Research Director for an Asset Manager "Great event which covered very interesting topics. I really liked all the panelist. It was a great chance to network with industry peers." -Senior Research Analyst for an Asset Manager "A very impressive collection of senior asset management industry executives from a broad range of firms.” -Fund Marketing Consultant "Interesting a relevant topics, great venue.” -VP Marketing for an Asset Manager "It is good chance to know the whole asset industry.” -Head of Product Management for an Asset Manager