Tuesday, 14 May 2019


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.


Exhibit Hall Open


Conference 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 Great Separation: Why the Future Is Bright for Emerging Markets Investors

Mark W. Yusko
CEO and Chief Investment Officer
Morgan Creek Capital Management, LLC

  • Learn why the killer D’s of demographics, debt, and deflation will present a huge tailwind for emerging markets and a huge headwind for developed markets
  • Discover why now is the time to build a foundation of your portfolios with BRICKs (Brazil, Russia, India, China, and South Korea)
  • A discussion of value of value and why, just like in 2000, now is the time to sell what is expensive and buy what is on sale (emerging markets equities)


The Investing Outlook in a Changing World: Redefining Risk and Opportunities

Anne Richards
Fidelity International

  • Global market outlook – where are we going in the next 6 months?
  • Trends and opportunities in fund management and in the brokerage business.
  • Moving ahead in your career and how to promote gender balance in finance.


Networking Lunch


Transition Break


Technical Workshops

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


Extended Sessions

Extended Sessions allow for a deeper exploration of investing topics relevant to investment professionals.


Life After Brexit – Implications, Opportunities, and Known Unknowns

Michala Marcussen, CFA
Group Chief Economist and Head of Economic and Sector Research
Societe Generale

Thomas Mayer, CFA
Founding Director
Flossbach von Storch Research Institute

Topical Track: Brexit


Principles of Manager Due Diligence and Selection

Tom Brakke, CFA
Author, The Research Puzzle

  • Understanding and evaluating a manager’s organizational structure and culture
  • Breaking down and understanding a manager’s investment process
  • How to conduct an appropriately thorough due diligence and selection process
  • Exploring manager incentives, capacity issues, and the impact of size

Topical Track: Asset Management


Global Private Wealth Management

Philip Marcovici
Offices of Philip Marcovici

  • Global regulatory trends in tax transparency and compliance and the massive impact on private wealth management
  • The evolving needs of today’s international wealth owners and the changing role of advisers in the decade ahead
  • How advisers can best use trusts, insurance, and other tools of wealth management in meeting client goals
  • Family retreats, family and family business governance, and best practices for today’s business and wealth owners
  • Strategies for building a successful 21st century private wealth practice
  • How tax systems have to and will change and reflections on political challenges, including Brexit
  • The realities of income and wealth inequality and the responsibility of wealth and business owners and their advisers

Topical Track: Private Wealth Management


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.


Applying Behavioral Finance to the Investment Process

Clare Flynn Levy
Founder and CEO
Essentia Analytics

  • Why focusing on performance is missing the point
  • How top managers are competing for survival of the fittest and why others are missing a trick
  • How to mitigate behavioral bias in your own investment process

Topical Track: Psychology and Decision Making


Rethinking Investment Management Fees, and the “Value for Money” Equation

Daniel Brocklebank, CFA
UK Director
Orbis Investments

  • Are traditional management fee arrangements adequate to meet the needs of the evolving investment management industry?
  • How can new approaches to management fees better align interests between investors and managers?
  • Are refundable fee models a feasible innovation for the active management business, and how might they be implemented?

Topical Track: Asset Management


Cycle Considerations: Building Multi-Asset Portfolios

Geraldine Sundstrom
Managing Director and Portfolio Manager​

Topical Track: Valuation


Transition Break


The Global Markets: Disruptions, Opportunities, and Risks

Mohamed A. El-Erian
Chief Economic Advisor

  • The changing nature of global growth
  • Liquidity regime changes and central banks
  • Baseline and balance of economic and financial risks
  • Active investors regaining the upper hand
  • The added complexity of risk mitigation