London Active Investment Summit

Welcome

The London Active Investment Summit is a one-day conference that will deliver comment, analysis and debate on both a practical and intellectual basis on the benefits of active investing.

The Summit will feature presentations from CEOs of leading asset management companies as well as outstanding external speakers and technical workshops. Our four workshops will take a specific element of the active debate and analyse it in more detail, focusing on Europe, Fixed Income, Active Share and Global Emerging Markets.

Two sponsors will share each workshop, each sharing their views then leading an interactive discussion with the audience. In this way, we hope to facilitate meaningful discourse. We won't be rehashing old news; rather, we aim to take a more in-depth approach and share valuable insights based on new research.

More information will be added to the website shortly.

Agenda

Tuesday 5 September, 2017

09:00

Registration

09:30

Welcome address

09:35

Keynote speech

Amin Rajan, CEO of Create Research

Leading analyst, Amin will share his findings from independent research conducted specifically for the event.

10:15

The big picture panel

Four of our sponsors' CEOs and CIOs will discuss the case for active from the fund management group perspective.

Moderator: Jervis Smith, Citigroup

11:00

Break

In a unique slant on the normal workshop format, two sponsors will share each session. Leading fund managers will discuss topics including Fixed Income, Active Share, Europe and Global Emerging Markets; giving insights on why active investing matters in their particular region.

11:15

Workshops 1 & 2

12:40

Networking lunch

13:30

Workshops 3 & 4

14:55

Break

15:10

External speaker

Pippa Malmgren, Geopolitical Expert

16:10

Break

16:25

The big picture: The sequel

Further sponsoring CEOs conclude the day and sum up the case for Active investing.

Moderator: Jervis Smith, Citigroup

17:10

Close and networking drinks

Speakers

Sponsor speakers

Our panel discussions will feature CEOs, CIOs and business heads from our sponsoring groups.


Panel speakers

Anne Richards
M&G Investments
Peter Harrison
Schroders
Andrew Formica
Janus Henderson Investors
Richard Wilson
BMO Global Asset Management
Keith Skeoch
Standard Life Aberdeen plc
Mark Burgess
Columbia Threadneedle
Martyn Gilbey
Franklin Templeton
Edward Bonham Carter
Jupiter Asset Management

In a unique slant on the normal workshop format, two sponsors will share each session. Leading fund managers will discuss topics including Fixed Income, UK Equities, Europe and Global Emerging Markets; giving insights on why active investing matters in their particular region.


Workshop speakers

Devan Kaloo
Aberdeen Standard Investments
Ross Teverson
Jupiter Asset Management
James Sym
Schroders
John Bennett
Janus Henderson Investors
David Zahn
Franklin Templeton
Thomas Wilson
BMO Global Asset Management
Philip Dicken
Columbia Threadneedle
Wolfgang Bauer
M&G Investments
Research

Amin Rajan will conduct some independent research specifically for this event, which he will share with us on the day.


Amin Rajan
CEO of CREATE-Research

Amin Rajan is the Chief Executive of CREATE-Research, a network of prominent researchers undertaking high level advisory assignments for governments, global banks, fund managers, multinational companies and international bodies such as the EU, OECD and ILO. He has acted as a senior consultant to companies such as Barclays, BlackRock, BP, BT, Citibank, Microsoft and UBS. As well as appearing on radio and television regularly, he has contributed feature articles to The Financial Times, The Guardian, The Sunday Times, and The London Evening Standard and IPE. He recently presented his work at the industry event, Fund Forum. He has also published reports and articles on leadership, business cultures, strategic change, globalisation, new technologies, and new business models.

External speaker
Pippa Malmgren

Dr Philippa Malmgren helps companies, investors, policymakers and the public better understand the interplay between politics, policy, geopolitics and economics. She is a regular commentator and guest anchor on CNBC, BBC, Bloomberg and Sky News. In 2015 her book Signals: the Breakdown of the Social Contract and the Rise of Geopolitics became a bestseller on Amazon in four categories after being crowdfunded on Indigogo. In April 2015 she also wrote "Geopolitics for Investors" which was commissioned by the CFA. She founded DRPM Group, an economic advisory firm whose clients include investment banks, fund managers and hedge funds as well as Sovereign Wealth Funds, pension funds, global corporations and family offices. She has an especially strong view on the importance of manufacturing in modern economies and cofounded H-Robotics, which manufactures commercial drones. She served as a financial market advisor to the President in the White House and on the National Economic Council from 2001-2002. She was a member of the President’s Working Group on Financial Markets and the Working Group on Corporate Governance through Enron and 9/11. She is a member of the Council on Foreign Relations, Chatham House, The Institute for International Strategic Security and the Royal Geographical Society.

Panel Moderator
Jervis Smith
Head of Investor Services, Luxembourg, Citigroup

Jervis Smith is the Head of the Investor Services business in Luxembourg. Jervis is responsible for managing the product and business development of Luxembourg services across the globe. Citi¹s complete suite of Investor Services products cater to banks, pensions, insurances and asset managers. Previously, Jervis was Head of Sales for APAC in Hong Kong, and Global Head of Client Executives for Securities Services in London, where he was responsible for relationship management to the investment community across the globe. Prior to that, Jervis was Head of Financial Institutions for Managed Funds and the Middle East. He has held a number of roles with financial institutions for Citi, based in London and New York. Jervis is a Senior Credit Officer with 34 years of banking experience. He joined Citi in 1994, and his extensive experience has resulted in frequent invitations to teach within the Bank and to speak on fund management issues both to client groups and at conferences. Prior to joining Citi, he served as Executive Director of the Financial and General Bank PLC in London for eight years and prior to that was with National Westminster Bank from 1982-86. Jervis is a law graduate of The Queen¹s College, Oxford University, and a member of the Honorable Society of the Middle Temple ­ Barrister. He is an Associate of the Chartered Institute of Bankers and holds the Investment Management Certificate. He was a member of the East Coast Committee of the National Investment Company Services Association. Jervis speaks fluent French, and is married to an Italian. He is a keen sportsman and music lover.

Presentations

Speaker Topic Download
Amin Rajan, CEO, CREATE-Research Active Investing: Shaping its future in a disruptive environment
Amin Rajan, CEO, CREATE-Research White Paper - Active Investing: Shaping its future in a disruptive environment
Speaker Topic Sponsor Download
Devan Kaloo Global Emerging Markets Aberdeen Standard Investments
Ross Teverson Global Emerging Markets Jupiter Asset Management
Tom Wilson Active Share BMO Global Asset Management
Philip Dicken Active Share Columbia Threadneedle
David Zahn Fixed Income Franklin Templeton
Wolfgang Bauer Fixed Income M&G Investments
John Bennett Europe Janus Henderson Investors
James Sym Europe Schroders

A word from our sponsors

Read more about our sponsors views on the benefits of active management. Further comments to follow.

Venue

The event will take place at The Ned, right next to Bank station.





The Ned
27 Poultry
EC2R 8AJ
T: + 44 (0)20 3828 2000
W: www.thened.com

Registration

Registration is now closed.