Monday, 13 May 2019

08:00–16:15

Exhibit Hall Open

09:00–09:30

Welcoming Remarks

09:30–11:45

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.

09:30–10:15

​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.

10:45–11:45

​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.

11:45–13:30

Networking Lunch

12:30–13:15

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.

13:15–13:30

Transition Break

13:30–15:15

Technical Workshops

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

13:30–15:15

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.

13:30–14:15

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.

13:30–14:15

Global ETFs: Products and Trends

Deborah Fuhr
Managing Partner
ETFGI LLP

  • 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

13:30–14:15

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

13:30–14:15

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

14:15–14:30

Transition Break

14:30–15:15

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

14:30–15:15

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

14:30–15:15

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

14:30–15:15

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

14:30–15:15

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

15:45–16:30

Alternative Assets in 2023: What Does the Future Hold?

Amy Bensted
Head of Data Products
Preqin

  • 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

15:45–16:30

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

16:30–16:45

Transition Break

16:45–17:45

Plenary Session