Tuesday, 14 May 2019

08:00–08:45

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.

08:30–16:45

Exhibit Hall Open

09:00–09:15

Conference Remarks

09:15–11:45

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.

09:15–10:15

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)

10:45–11:45

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

Anne Richards
CEO
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.

11:45–13:30

Networking Lunch

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

Extended Sessions

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

13:30–15:15

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

13:30–15:15

Principles of Manager Due Diligence and Selection

Tom Brakke, CFA
Consultant
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

13:30–15:15

Global Private Wealth Management

Philip Marcovici
Principal
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

15:45–16:30

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.

15:45–16:30

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

15:45–16:30

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

15:45–16:30

Cycle Considerations: Building Multi-Asset Portfolios

Geraldine Sundstrom
Managing Director and Portfolio Manager​
PIMCO

Topical Track: Valuation

16:30–16:45

Transition Break

16:45–17:45

The Global Markets: Disruptions, Opportunities, and Risks

Mohamed A. El-Erian
Chief Economic Advisor
Allianz

  • 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