EmTech: The Future of Investment Management

EmTech Futures will bring together asset and wealth managers as well as leading FinTechs to discuss the latest challenges facing the buyside and capital markets. The conference will explore the opportunities and challenges, while identifying tech trends and future initiatives that will enable and in places disrupt the industry. We will hear from leading industry professionals as they discuss the need for change and embrace this evolving landscape.

During this conference we will hear from AWS and other industry experts. We will also showcase our class of 2020: Exabel, Fundipedia, ipushpull, KiteEdge and Rungway.

We will also be announcing the exciting firms who will be joining us for Engine’s cohort 4 as we continue to identify key solutions addressing the industry’s most pressing challenges.

Join us at EmTech Futures to be a part of the discussion on the future of FinTech for the investment management community.

12:00-12:10 Engine Welcoming Remarks
Chris Cummings, Chief Executive, The Investment Association

12:15-12:35 Presentation
Bim Afolami, MP

12:40-13:00 Keynote
The Lord Mayor of the City of London, William Russell

13:05-13:25 Partner presentation: Sustainable Investing and the integration and execution of the use of ESG data
Leon Saunders Calvert, Head of Research & Portfolio Management, London Stock Exchange Group (LSEG)

13:25-13:40 Networking break

13:40-14:00 Presentation: Cloud Enabled Digital Transformation
Richard Caven, Lead Financial Services Specialist, Amazon Web Services (AWS)

14:05-14:10 Cohort Intro
Gillian Painter, Head of Membership and Engine, The Investment Association

14:10-14:50 Networking with cohorts

14:55-15:25 Panel Discussion: Innovation and Transformation within Investment management, what is the true picture and where do we need to focus?
Chair: Miranda Seath, Head of Market Insight, The Investment Association
Siobhan Clarke, Chair of Engine Advisory Panel, Head of International Investment Operations, M&G Investments
Steven Hunter, CEO, 9Fin
Marie Dzanis, Head of Asset Management in EMEA, Northern Trust Asset Management

15:25-15:30 Engine Closing Remarks
Gillian Painter, Head of Membership and Engine, The Investment Association

Chris Cummings, Chief Executive, The Investment Association
Chris Cummings is the Chief Executive of The Investment Association, a post he has held since September 2016. The Investment Association is the trade body that represents UK-based investment managers.
He is a member of HM Treasury’s Asset Management Taskforce, and was a founding member of its Financial Services Trade & Investment Board. He serves on the Chancellor’s Financial Services Industry Advisory Group and Department for International Trade’s Financial Services Trade Advisory Group. He is a Board member on EFAMA, the European trade association for investment management and is a member of the Regulation Committee of IIFA, the international association for investment management.
He was previously a member of the Financial Conduct Authority’s Regulatory Decisions Committee, a Settlement Decision Maker for the Payment Services Regulator. He served on the Foreign & Commonwealth’s Diplomatic Excellence Panel.
Before joining The Investment Association he was the founding CEO of TheCityUK, held senior posts in banking, insurance and consulting with major global firms. He is a regular columnist, commentator and speaker on issues of international competitiveness and regulation in financial services.

Gillian Painter, Head of Membership and Engine, The Investment Association
As Head of Membership and Engine, Gillian is a senior member of the IA Enterprises management team. Engine is the IA’s Innovation hub and FinTech accelerator. Since its launch in October 2019, Gillian has managed the growth of Engine which now encompasses an ecosystem of over 130 firms, innovator programmes, as well as a regional co-working hub in Birmingham and an international programme. Engine is focused on innovation and transformation for the investment management and wealth sectors providing an extensive programme of thought leadership, resources and connectivity. Gillian has a strong experience in technology having worked in technical and operational roles for global IT and telecom firms.

Miranda Seath, Head of Market Insight, The Investment Association
Miranda joined the IA in May 2019 as Head of Market Insight and oversees the Research, Statistics and Sectors teams. As part of her role, she works with the Research and Statistics team to provide analysis of data and trends in UK investment management to IA Members and external stakeholders. She is also actively involved in IA Sectors, the fund classification scheme designed to help investors navigate the retail fund universe.
Miranda was Research Director successively at Platforum and NextWealth, both of which are research and consulting firms focused on analysing the distribution of retail investments. Her areas of expertise included: UK fund distribution, the advice and discretionary investment management markets, UK investment platforms and the post-retirement market. She has been a regular press commentator and speaker on retail investment distribution trends.

Bim Afolami, MP
Bim Afolami is the Conservative MP for Hitchin and Harpenden, and has been an MP continuously since 8 June 2017.

The Lord Mayor of the City of London, William Russell

Leon Saunders Calvert, Head of Research & Portfolio Management, London Stock Exchange Group (LSEG)
Leon Saunders Calvert runs the Research & Portfolio Management business at the London Stock Exchange Group (LSEG) which services the asset management and sell side research community with desktop and workspace applications to support workflow around securities, macro-economics and portfolio analytics
Leon was previously the Head of Sustainable Investing, Lipper and I&A Insights for Refinitiv (now an LSEG business), and before that ran the M&A and Capital Raising business line at Thomson Reuters. He joined Thomson Financial in 2007, prior to the merger with Reuters, to run Deals and Private Equity data. His prior experience includes running the research and data teams at Mergermarket (now Acuris, an ION company), a provider of M&A intelligence to the advisory community, and he started his career as an M&A Analyst at an advisory boutique, Regent Partners. He has a Masters Degree in International Management and a BA Hons in Philosophy and Literature.
Leon also provides pro-bono consultative advice to charities through the Pilotlight business executive program and through UnLtd's social entrepreneurs mentorship program. Leon is an Advisory Board member of AidHub, a platform for NGO’s, charities and companies to manage and measure their social impact initiatives, and an Advisory Board member of HighCastle, who use blockchain technology to support the issuance and distribution of securities.
On an extracurricular basis, he has had numerous articles published on film analysis through various film journals. Leon enjoys going to the gym, self-defense classes, and running around after his two young children.

Richard Caven, Lead Financial Services Specialist, Amazon Web Services (AWS)
Richard Caven is the lead Financial Services Specialist at Amazon Web Services (AWS) for the UK & Ireland, and for Banking in the Nordics. He is responsible for the development and execution of strategic initiatives to help customers migrate to the cloud and drive their digital transformation journey. Richard joined AWS in 2018 from Barclays where he was a Managing Director in the Global Treasury function.

Siobhan Clarke, Chair of Engine Advisory Panel, Head of International Investment Operations, M&G Investments

Steven Hunter, CEO, 9Fin
Steven is co-founder and CEO of 9fin, a fintech startup that provides AI powered financial data for the leveraged finance market.
Before founding 9fin Steven worked as an Investment Executive at Babson Capital Management covering the European High Yield Bond and Leveraged Loan market.
Steven has also worked previously in the Leveraged Finance team at J.P. Morgan in London. He graduated from the University of Bristol with a first class honours degree in Law.

Marie Dzanis, Head of Asset Management in EMEA, Northern Trust Asset Management
Marie Dzanis is the Head of Asset Management in EMEA and responsible for the governance, operations, business development and talent of Northern Trust Asset Management.
Marie is the CEO of Northern Trust Global Investment, LTD (UK) and sits on the boards of Northern Trust Global Funds, PLC; Northern Trust Fund Managers (Ireland) Limited, Northern Trust Investment Funds. Marie serves on the Northern Trust Asset Management Executive Committee and the Northern Trust EMEA Executive Committee.
Joining Northern Trust in 2011, Marie held executive positions at iShares/Blackrock, JPMorgan Asset Management and Smith Barney. Marie’s comprehensive business acumen highlights driving diverse and profitable growth in businesses. Her multifaceted career began as a financial advisor and subsequently includes experience in securities lending, trading, product development, sales management and P&L management.
As a recognized industry leader, Marie has been featured in top "Women to Watch" from Investment News in 2017 and in the “Top Women in Asset Management” award by Money Management Executive in 2015. Marie is a member of the Board of the Investment Association in the UK, is a member of Irish Funds and Women in ETFs. Additionally, Marie is on the women’s board of the University of Chicago Cancer Foundation, Advisory Board for BlinkNow Foundation and is a producer for the Maggie Doyne documentary called “Love Letters to my Children.”