Monday, 13 May 2019


Exhibit Hall Open


Welcoming Remarks


Plenary Sessions

Plenary Sessions feature global thought leaders who provide big picture perspectives, innovative insights, and broad outlooks on current issues of interest to the entire audience.


​The New World (Dis)Order

Peter Zeihan
President and Founder
Zeihan on Geopolitics

  • The threats to the global order are not simply serious but are also mortal and unavoidable, setting the stage for at least two decades of global breakdown.
  • Exploring the intersection between demography and finance—highlighting why something much worse than the 2007–09 financial crisis is right around the corner.
  • Forecast how political evolutions in a host of countries are interacting with the Trump administration to remake the future of every country in the world.


​Reinventing Capitalism in the Age of Big Data

Viktor Mayer-Schönberger
Professor of Internet Governance and Regulation ​
Oxford Internet Institute, University of Oxford

  • Data isn’t just the new oil; it greatly enhances markets, thereby reshaping the economy.
  • Data’s new role has profound implications for the financial services sector and for finance capitalism more generally.
  • The biggest challenge for the data economy is structural, and competition rules are ill suited to address this challenge.


Networking Lunch


Sponsored Corporate Presentations

Sponsored Corporate Presentations offer a range of best practices, strategies, tools, tactics, and insights for successful investment management and financial analysis from senior-thought leaders at leading financial services firms.


Transition Break


Technical Workshops

Technical Workshops are interactive small group sessions designed to engage investment professionals in skill-building.


Progression beyond Regression: Using AI to Transform Traditional Analysis

Malcolm White, CFA
Portfolio Manager
Signature Global Asset Management – CI Investments

  • Hands-on technical session focusing on how to leverage artificial intelligence (AI) to enhance analytic capabilities
  • Introduction to a revolutionary AI technology called neural networks, followed by a walkthrough of how the technology can be applied to an actual financial prediction problem
  • The solution will leverage the latest in cloud computing technology used by leading data science practitioners.


Concurrent Practitioner Sessions

Concurrent Practitioner Sessions explore key topics with analysis and commentary on investment trends and strategies, financial technology, career skills, psychology and decision making, and Brexit.


Global ETFs: Products and Trends

Deborah Fuhr
Managing Partner

  • Discussion and analysis of exchange-traded funds (ETFs) and exchange-traded products (ETPs) being used by institutional investors and others
  • Ways to use ETFs as a part of your investment strategy
  • Advice for selecting an ETF for your portfolio
  • Trends in ETFs: What the future may hold for robo-advisers, smart beta, ESG, thematic, active, China A shares, China bonds, crypto ETFs/ETPs

Topical Track: Global Opportunities


Digital Financial Attention

Jane E. Henshaw
Head of Digital Research
Vanguard Center for Investor Research

  • Facebook and Amazon routinely study the attention customers pay to their websites; financial institutions should learn to do the same.
  • In the era of “robo,” what can we learn from the emerging science of digital interactions with our finances?
  • How can neuroscience help us understand the brain mechanisms of attention?

Topical Track: Capital Markets


The Perfect Financial Services CV

Victoria McLean
Founder and CEO
City CV

  • Your CV/resume is your future. Bridge the gap between where you are now and where you want to take your career.
  • It’s marketing: What’s your brand? What’s your pitch? Get ready for action.
  • Artificial intelligence and the ATS: 80% of jobs advertised online could be screened by a computer. Beat the bots to ensure you get over the first hurdle.
  • Tell a story, start with a bang, and provide just the right amount of context to hook your audience—show don’t tell.

Topical Track: Career Development


Transition Break


Dynamic Currency Management: Yes Alpha, No Beta

Thomas Clarke
Partner, Portfolio Manager
William Blair

  • Investors always seek diversifying opportunities, and today this search takes place in an environment of high equity valuations, low bond yields, and increasing interest rates in some locations.
  • Geopolitical, trade, and other macro influences pose vulnerability to potential downside from taking on more capital market beta.
  • The merits of dynamic currency investing as a source of macro diversification and positive real return are often underappreciated and underused.
  • Amid new and alternative asset classes, dynamic currency management is a well-founded, liquid, and viable source of investment alpha.

Topical Track: Global Opportunities


Forecasting Long-Term Portfolio Returns: The Efficient Valuation Hypothesis

Niall Gannon
Private Wealth Advisor
The Gannon Group

  • What is the “expectations gap,” and why does it matter?
  • Can earnings yields be predictive of future returns in an equity portfolio?
  • What does research tell us about the “random walk”?

Topical Track: Capital Markets


ESG Investment: From Process to Product

Amanda Young
Head of Global ESG Investment Research
Aberdeen Standard Investments

  • Discussion of values-based investment options
  • Strategies for integrating ethical considerations and sustainability, climate, and social impact issues into your investment process
  • Managing environmental, social, and governance risks in your business model to ensure that shareholder value is protected and enhanced
  • Thoughts on making money and making a difference

Topical Track: Sustainable Investing


AI and Big Data in Investing: Present and Future Use by Investment Firms

Thorsten Heymann
Global Head of Strategy
Allianz Global Investors GmbH

Topical Track: FinTech


The Art of Business Influence

Mark Jeffries
Author, Keynote Speaker and Former Stockbroker at Merrill Lynch

  • Discussion of the link between communication excellence and business success
  • Focus on innovative communication, networking, and influence tools designed to accelerate your business success
  • Focus on the three Cs of communication excellence, to the L-WAR (Listen, Watch, Anticipate, and React), and selling without selling to the BRAINS (Bridging, Rationalizing, Asserting, Inspiring, and Negotiating) of influence

Topical Track: Career Development


Alternative Assets in 2023: What Does the Future Hold?

Amy Bensted
Head of Data Products

  • Projections for alternative asset growth, covering private capital and hedge funds
  • What should fund managers and investors be thinking about today to be part of the growth story of tomorrow?
  • What will drive growth over the next five years, and how will technological innovation shape the alternative investment sector?

Topical Track: Global Opportunities


How ESG Factors Impact Corporate Valuations: Trends and Analysis

Jessica Alsford, CFA
Managing Director and Head of Global Sustainability Research
Morgan Stanley

Topical Track: Sustainable Investing


Transition Break


Plenary Session