London Active Investment Summit


The London Active Investment Summit is back for 2018. The conference will once again inspire analysis, comment and discussion on the issues currently facing active management.

Roger Urwin, one of the three authors of the CFA Institute's 'Investment Firm of the Future' report, will be sharing his insights into the reports key findings, delving into conviction investing as well as how ESG and impact investing are establishing themselves in the mainstream.

The Summit will feature CEO/CIO panels looking into the future of active management and the challenges it faces, as well as the positive impact active management can bring. We are delighted to have Merryn Somerset Webb, Editor-in-Chief of MoneyWeek and respected commentator on economics and financial markets moderating both panels. Our investment-led boardroom sessions will delve more deeply into "Why Active". Two sponsors will host each boardroom, sharing their views in their particular specialisms, before opening the floor to interactive discussion.

Professor Jan Peter Balkenende, former Primer Minister of the Netherlands, President of the European Union and member of the Dutch House of Representatives will close the day. We look forward to hearing his insights.

We hope you can join us.


Monday 1 October, 2018

Timings will be confirmed in due course




Welcome address


Main platform presentations including;

  • Release of our latest research results
  • Panel discussion - The Future of Active Management
  • Panel discussion - Driving positive change through Active Management




Sponsor boardrooms


Sponsor boardrooms


Networking lunch


Sponsor boardrooms


Sponsor boardrooms




Future Generations, Dr Eliza Filby


Keynote speaker, Professor Jan Peter Balkenende


Closing remarks


Networking drinks


Sponsor speakers

Our two panel discussions will feature CEOs, CIO, and business heads from our sponsoring groups. More names will be announced soon.

Panel speakers

Steve Waygood

Chief Responsible Investment Officer, Aviva Investors

Sarah Norris

Investment Director, Aberdeen Standard Investments

Peter Harrison

Chief Executive Officer, Schroders

Martyn Gilbey

UK Country Head, Franklin Templeton Investments

David Aird

Managing Director, UK Client Group, Investec Asset Management

Dick Weil

Chief Executive Officer, Janus Henderson Investors

Vicki Bakhshi

Director, Governance and Sustainable Investment, BMO Global Asset Management

Cathrine De Coninck-Lopez

Head of ESG, Invesco Perpetual

Two sponsoring groups will host each boardroom session, each sharing their views before opening up the floor to interactive discussion.

Boardroom speakers

Hamish Chamberlayne

Head of SRI, Janus Henderson Investors

Jeff Boswell

Strategy Leader: Credit, Investec Asset Management

Brooks Ritchey

Senior Managing Director, Head of Portfolio Construction, Franklin Templeton Investments

Simon Adler

Fund Manager, Equity Value, Schroders

Jamie Jenkins

Head of Responsible Global Equities, BMO Global Asset Management

Brett Diment

Head of Emerging Market Debt, Aberdeen Standard Investments

Shawn Mato

Senior Portfolio Manager, Aviva Investors

Erhard Radatz

Portfolio Manager, IQS, Invesco Perpetual


Roger Urwin is one of the three authors of the CFA Institute's 'Investment Firm of the Future' report. Roger will be sharing his insights into the reports key findings and industry shifts they predict, as well as delving into Active Risk through conviction investing and how ESG and impact investing are establishing themselves in the mainstream.

Roger Urwin

Roger is global head of investment content at Willis Towers Watson and the cofounder of the Thinking Ahead Group. Previously, he served as global head of investment at Towers Watson. Mr. Urwin also headed the investment practice at Mercer and led the business development and quantitative investment functions at Gartmore Investment Management. His investment innovations include the origination of target date defined contribution funds, the risk budget framework, and the governance budget framework for assessing asset owner organizational effectiveness. Mr. Urwin is also the author of a number of papers on asset allocation policy, manager selection, and governance and sustainability. He is an advisory director to MSCI and served on the CFA Institute Board of Governors. Mr. Urwin is a Fellow of the Institute of Actuaries and holds a bachelor's degree in mathematics and a master's degree in applied statistics from Oxford University.

External speakers
Keynote speaker

Professor Jan Peter Balkenende

Professor Balkenende was formerly the Prime Minister of the Netherlands, serving in this role from 2002 until 2010. During this time he took up the rotating position of president of the European Union in 2004. Prior to his election as prime minister, he was a member of the Dutch House of Representatives from 1998 through to 2002. Professor Balkenende has been a partner at EY since 2011, focusing on corporate responsibility, international affairs and areas at the interface of the public and private sectors. He is also Chair of the Dutch Sustainable Growth Coalition ("DSGC"), a collaborative venture of eight Dutch multinational companies developing and sharing knowledge about integrating sustainability into the strategies and business models of companies. Additionally, since 2010 Jan Peter Balkenende has been Professor of Governance, Institutions and Internationalisation at Erasmus University Rotterdam.


Merryn Somerset Webb

Merryn is Editor-in-Chief of MoneyWeek and a respected commentator on economics, financial markets and personal finance. She has been named the Personal Finance Journalist of the Year in the 2017 prestigious Harold Wincott awards. In 1992 Merryn moved to Japan to produce business programmes for NHK, Japan's public TV station. In 1993, she became an institutional broker for SBC Warburg, where she stayed for 5 years. Returning to the UK in 1998, Merryn became a financial writer for The Week. Two years later, MoneyWeek was launched and Merryn took the job of editor; Moneyweek is currently the best-selling financial magazine in the UK. She is a regular TV and radio commentator on financial matters and contributes to publications, including The Spectator and Prospect. Alongside this, Merryn is also the author of "Love is Not Enough: The Smart Woman's Guide to Making (and Keeping) Money". Published in 2007, the book is a sharp and witty women's guide to personal finance.


Dr Eliza Filby

It is rightly assumed that Millennials, more than previous generations, lay greater importance on the sustainability and investment record of companies and see themselves as 'ethical investors'. The industry has certainly developed in last ten years to meet this demand with the number of sustainable investment funds tripling in that time. Dr Eliza Filby will take you through Millennial values and demonstrate how ethical investment is likely to develop in the future as Millennials enter their chief earning years. She will cover how the notion of 'ethical investment' is expanding and changing, the level and kind of transparency that is expected by Millennial consumers and what companies can do to stay ahead of the curve. Millennials are set to become the largest inheritors of assets and wealth over the next twenty years; how they sustain and invest this wealth will be of crucial importance to them, but so too will be their ethical aspirations.


The event will take place at the Corinthia Hotel, London.

Corinthia Hotel
Whitehall Pl
T: 020 7930 8181


For those travelling from further afield, we may be able to provide accommodation. Please leave a comment below with details of your requirements if you might need to stay.