The IA Annual Policy Conference 2019
Description
Join us at The Investment Association’s Annual Policy Conference 2019, the IA’s flagship event and one of the most influential platforms for debate about the future of asset management in the UK. This year's conference will focus on how the industry can capitalise on growth opportunities and overcome the imminent challenges in a rapidly changing world.
High level speakers will provide key insights on how the asset management community can utilise technology and innovation in order to deliver better outcomes for consumers; attract the best talent pool in a dynamic world of work and maintain the UK financial services industry’s global influence in a post-Brexit era.
ATTENDING THIS EVENT WILL PROVIDE YOU WITH INSIGHT INTO:
- Key challenges impacting technology, innovation and diversity in the asset management sector
- Opportunities for growth in the industry and how to preserve Britain's global competitiveness in a post-Brexit landscape
- Solutions to the most up-to-date challenges facing the asset management community
AGENDA
08:00 Registration and networking
08:40 Opening remarks from the Investment Association
Peter Harrison, Chairman, The Investment Association, Group CEO, Schroders
08:45 Opening remarks from the Conference Chair
Daisy McAndrew, Broadcaster, Presenter and Journalist
08:50 Keynote speech
The Rt Hon Dr Liam Fox MP, Secretary of State for International Trade and President of the Board of Trade, Department for International Trade
09:05 Keynote speech
The Rt Hon Nicky Morgan MP
09:20 Panel discussion – Harnessing disruption: how can technology and innovation deliver better outcomes for consumers?
Technology has disrupted and changed the way we live our lives and interact with one another. If we are to keep pace with a rapidly changing world, both from a product and regulatory point of view, technology and innovation will undoubtedly have a role to play. At the same time the needs and expectations of tomorrow’s savers is changing, with environmental and sustainability concerns rising to the top of the agenda as well as opportunities for growth coming from new markets and maturing economies. The question to ask ourselves is how we can use the power of technology and innovation to make our industry more accessible, more open to ultimately deliver better outcomes for our savers.
- What role can technology play in driving further development of products and services?
- How can such a highly intermediated industry get closer to its customers’ needs?
- How far and how fast can we move towards mainstreaming ESG and SRI in response to changing social attitudes?
- Do we have the right product set for the new world of individual retirement decisions?
- Will the rise of the global middle class change the way that asset managers serve investor needs in the UK and around the world?
- How can regulation of the asset management industry keep pace with a rapidly changing and globalised society?
Carrie Osman, CEO & Founder, Cruxy & Company
Ben Page, Chief Executive, Ipsos MORI
Angela Roberts, Working Group Chair - Investments, Insurance and Pensions, Financial Services Consumer Panel
Patrick Thomson, Chief Executive Officer for EMEA, J.P. Morgan Asset Management
Jonathan Lipkin, Director Policy, Strategy & Research, The Investment Association
10:15 Networking break
10:45 Principal Partner presentation
Michelle Moran, Head of Investment Management, London, K&L Gates
11:00 Panel discussion – Unlocking potential: talent and behaviours in a global technological age
The world of work is changing. Significant developments in technology, a greater emphasis on agility and international mobility and changes in social attitudes are creating opportunities for us to enhance our position on the global stage. Yet, financial services have also come under intense fire for their lack of diversity and created a perception that we don’t look like the clients and customers we serve, at a time when the evidence for performance of more diverse firms is irrefutable.
- What will the workplace of the future look like or will working as we know it be mostly virtual?
- What new styles of leadership and thinking will be required in this new environment with a heightened sensitivity to nonfinancial misconduct and #MeToo?
- How can greater agility be achieved in a traditionally conservative setting?
- How do we retain our attractiveness to a global workforce?
- How do we move the concept of diversity on from a series of initiatives to becoming the heart of our strategic business planning?
- How do we create meaningful KPIs on diversity that demonstrate we are moving the dial?
Megan Butler, Executive Director of Supervision, Financial Conduct Authority
Michelle Moran, Head of Investment Management, London, K&L Gates
Trevor Phillips OBE, Chairman, Green Park
Anne Richards, Chief Executive Officer, Fidelity International
Pauline Hawkes-Bunyan, Director Business: Risk, Culture and Resilience, The Investment Association
12:00 Keynote speech
The Rt Hon Stephen Barclay MP, Secretary of State, Department for Exiting the European Union
12:15 Partner presentation
Dr Kay Swinburne, Incoming Vice Chair, Financial Services, KPMG UK LLP
12:30 Panel discussion – New frontiers: safeguarding global competitiveness in a post-Brexit landscape
The world has not stopped as the UK and the EU have been negotiating the UK’s exit. New markets are coming into sight as more people than ever have the means to save and invest, with the UK’s reputation as a trusted and well regulated market acting as a magnet. EU savers and investors should still all be able to benefit from the expertise which exists in their close neighbour. But what should our industry and policy makers focus on to sharpen the UK’s competitive edge, cementing its place as the nature place to manage the world’s savings?
- How has the UK’s role in the world changed post-Brexit and how should we be positioning the UK to succeed in the decades ahead?
- What do we need to ensure that the UK is an attractive global location for those looking to invest their pensions and savings, whether from elsewhere in Europe or from emerging markets with a growing middle class?
- How do we influence and preserve the global regulatory infrastructure to ensure that the UK asset management industry continues to flourish?
- The UK is seen as having a well-regulated and trusted financial services sector. In an increasingly protectionist environment, how should we position the UK market’s brand and values?
Katharine Braddick, Director General - Financial Services, HM Treasury
Nicolas Calcoen, Vice President, EFAMA
Sir Douglas Flint CBE, Chairman, Standard Life Aberdeen plc
Dr Kay Swinburne, Incoming Vice Chair, KPMG UK LLP
Chris Cummings, Chief Executive, The Investment Association
13:15 Closing remarks
Chris Cummings, Chief Executive, The Investment Association
13:30 Close of Conference
WHO SHOULD ATTEND
This event is designed for senior business leaders who need to stay abreast of market and environmental developments at a strategic level. We expect an influential audience from across the asset management sector.
SPEAKERS
The Rt Hon Stephen Barclay MP, Secretary of State, Department for Exiting the European Union
Katharine Braddick, Director General - Financial Services, HM Treasury
Megan Butler, Executive Director of Supervision, Financial Conduct Authority
Nicolas Calcoen, Vice President, EFAMA
Chris Cummings, Chief Executive, The Investment Association
Sir Douglas Flint CBE, Chairman, Standard Life Aberdeen plc
The Rt Hon Dr Liam Fox MP, Secretary of State for International Trade and President of the Board of Trade, Department for International Trade
Peter Harrison, Chairman, The Investment Association, Group CEO, Schroders
Pauline Hawkes-Bunyan, Director Business: Risk, Culture and Resilience, The Investment Association
Jonathan Lipkin, Director Policy, Strategy & Research, The Investment Association
Daisy McAndrew, Broadcaster, Presenter and Journalist
Michelle Moran, Head of Investment Management, London, K&L Gates
The Rt Hon Nicky Morgan MP
Carrie Osman, CEO & Founder, Cruxy & Company
Ben Page, Chief Executive, Ipsos MORI
Trevor Phillips OBE, Chairman, Green Park
Anne Richards, Chief Executive Officer, Fidelity International
Angela Roberts, Working Group Chair - Investments, Insurance and Pensions, Financial Services Consumer Panel
Dr Kay Swinburne, Incoming Vice Chair, Financial Services, KPMG UK LLP
Patrick Thomson, Chief Executive Officer for EMEA, J.P. Morgan Asset Management