The Refinitiv Lipper Fund Selector Forum and ETF Academy 2019 - Registration is now closed
Part 1 – The Lipper Fund Selector Forum
Refinitiv is proud to invite you to the fifth annual Lipper Fund Selector Forum 2019.
The fund selection landscape is a growing, dynamic and increasingly, high profile component of the European financial services industry. This event offers a unique opportunity to gather with colleagues to examine current and evolving trends in fund selection, evaluate critical industry touch points such as ESG and diversity and consider the potential impact of the macro environment for funds-based portfolio management.
08:30 - Registration and networking
09:00 - Session: The State of the European Mutual Funds Industry
09:00 - Session: The State of the European Mutual Funds Industry
Following the volatility of 2018, mutual funds in the UK and Europe have suffered considerable outflows compared to previous years. Lipper’s Detlef Glow will provide an overview of current trends in the market, examine which firms have managed to prosper in this environment and the types of fund products proving most popular with investors.
Presenter: Detlef Glow, Head of Lipper EMEA Research, Refinitiv
09:30 - Session: Future Directions for Fund Selection & Funds-Based Portfolio Construction
Fund selectors have been gaining increasing prominence as their roles become recognized more as an integral part of the broader financial services industry. At the same time, proposed regulatory reforms place their roles under the spotlight for this value chain. This panel will discuss their selection process, what makes a good fund investment, and how they are going to evolve to remain relevant in a changing product market.
Panellists
• Victoria Hasler - Head of Research, Square Mile Investment Consulting
• Richard Philbin - Chief Investment Officer at Wellian Investment Solutions
• Bish Limbu - Senior Fund Manager, Octopus Investments
Moderator: Jake Moeller, Chartered MSCI
Head of Lipper UK and Ireland Research, Refinitiv
10:15 - Coffee Break
10:30 - Session: The Diversity Dividend
As the importance of workplace diversity becomes increasingly prominent, the asset management industry has been indicted as one of several industries suffering from a lack of diversity in its work force. This panel will consider the nature of this problem and its impacts, examine potential solutions and consider the benefits to the industry of broader diversity.
Panellists
• Bev Shah - Founder and CEO of City Hive
• Selina Tyler - Head of UK Wholesale, Mirabaud Asset Management
• Abbie Llewellyn-Waters - Fund Manager, Jupiter Asset Management
Moderator: Jake Moeller, Chartered MSCI
Head of Lipper UK and Ireland Research, Refinitiv
11:15 - Session: ESG and the Funds Distribution Chain
There is no doubting the increasing importance ESG criteria are now playing in the mutual fund industry. This panel will consider the importance of ESG criteria across the mutual funds value chain. From its incorporation into the stock selection process of fund houses, through to the considerations of fund selectors and distribution to end clients.
Panellists
• Mona Shah, Director - Investment Strategy & Research, Stonehage Fleming
• Chris Welsford - Managing Director Ayres Punchard Investment Management
• Craig Bonthron - Equities Investment Manager, Kames Capital
Moderator, Jake Moeller, Chartered MSCI
Head of Lipper UK and Ireland Research, Refinitiv
12:00 - Networking lunch
Part 2 – The Refinitiv ETF Academy 2019
13:00 - Presentation: The European ETF Landscape
An overview of the underlying trends in the European ETF Industry
An overview of the underlying trends in the European ETF Industry
Presenter: Detlef Glow - Head of Lipper EMEA Research, Refinitiv
13:30 - Presentation: Are you making the most of Passive Investing
How does index selection impact your returns?
Presenter: Andrew Walsh, Executive Director, Head Passive & ETF Specialist Sales – UK & Ireland, UBS AM
14:00 - Panel Discussion: Is ESG Investing Only Accessible through Active Management?
This panel examines the argument that ESG investing can only favour active fund managers who can make decisions and lobby boards as part of their investment process.
This panel examines the argument that ESG investing can only favour active fund managers who can make decisions and lobby boards as part of their investment process.
Panellists
• Andrew Walsh - Executive Director, Head Passive & ETF Specialist Sales – UK & Ireland, UBS AM
• Wouter Bakker, CFA - ETF Client Portfolio Manager, Candriam
• Jean-Maurice Ladure - Executive Director and Head of Equity Applied Research, EMEA, MSCI
Moderator, Detlef Glow
Head of Lipper EMEA Research, Refinitiv
14:45 - Presentation: ETFs in Europe – Launching, Competing and Winning - What Traditional Managers Need to Know
Creating an ETF offering is high priority for most asset managers but is easier said than done. We look at why asset managers can’t afford to miss the opportunity, the impediments to success and the strategies needed to win.
Presenter: Nik Bienkowski - Co-CEO, HANetf
15:30 - Panel Discussion: From Plain Vanilla Passive via Smart Beta to Active
A spotlight on the evolution of the ETF industry
• Marlène Hassine - Head of Lyxor ETF research, - Lyxor ETF
• Michael John Lytle - CEO, Tabula Investment Management
• Jürgen Blumberg - Head of ETF Capital Markets EMEA, Goldman Sachs Asset Management
• Thomas Merz, Head of Distribution Europe (exUK), Vanguard Investments
• Michael John Lytle - CEO, Tabula Investment Management
• Jürgen Blumberg - Head of ETF Capital Markets EMEA, Goldman Sachs Asset Management
• Thomas Merz, Head of Distribution Europe (exUK), Vanguard Investments
Moderator, Detlef Glow
Head of Lipper EMEA Research, Refinitiv
16:15 - Networking drinks
17:30 - Event close
17:30 - Event close
Event info
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Date
3rd July 2019 -
Time
08:30 - 17:30 -
Location
30 South Colonnade, Canary Wharf -
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Register today
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