sessions fundforum international - funds europe · security and the future of intelligence keynote...

Late Registration and Earlybird Networking andSpecial Focus Insight Stages

08:00 - 09:15Main agenda

Intermediary Investors Invitation Only APFISummit - The Digital Future of Fund Selection

08:15 - 09:00Networking - By Invitation Only

Participants

Jon 'JB' Beckett, Panellists, GEMINI INVESTMENTMANAGEMENT

Jauri Häkkä, WIDHABY ADVISORS

Mussie Kidane CFA, BANQUE PICTET & CIE

Roland J Meerdter, PROPINQUITY

Asset Manager & CEO and CIOs Invitation OnlyExclusive Breakfast With The Former ChiefScience Officer Of Amazon


Participants

Andreas Weigend , Former Chief Science Officer,AMAZON; Director, SOCIAL DATA LAB and Lecturer,UNIVERSITY OF BERKELEY

Technology Trends & Talent Hub -Cybersecurity & New Uses of PredictiveIntelligence in Counter-Terrorism

08:30 - 09:00Technology Trends & Talent Hub

Participants

Jamie Woodruff, Certified Ethical Hacker

Investment Trends And Talent Hub GoesExperential! - Wisdom Of The Crowd Investing

08:30 - 09:00Investor Insight Hub

Experiential! A live experiment in crowd sourcedinvestment strategy.The research shows that peopleworking together to forecast outcomes in thefutureproduce far more accurate results than experts. Findout if this is truein our new experiential programme

Participants

Mike Halsall, SINGULARITY UNIVERSITY

Welcome To The FundForum 2016


Opening Grand Plenary: Chairman’s Welcome


Delivering the outcomes our end customers need fortheir long-term financial security

Participants

Tom Brown, Chair, KPMG

Out-of-Industry Keynote 2016: Do You KnowThe Customer Of The Future, How To EngageWith Them & What Investment Products AssetThey Will Want To Buy?


The Former Chief Scientist Of Amazon & Expert On BigData and The Future Impact of Machine Learning OnOur World

Participants


The Vision Of The Major Distributors 2020


10.00-10.10 How major intermediaries are preparingfor 2020: an infographic survey in ten pictures

Key decision makers from major retail & wealthdistributors around the world on how they intend todeliver the right solutions to the end client - and stillhave a successful business: responding to digitaldisruption, index-huggers, mega-funds, boutiques andthe move to open architecture in the new environment

10.10-10.30 Leaders Feedback: Discussion with topdistribution partners representing millions of retailcustomers around the world

Participants

Albert Reiter, Presentation, E-FUNDRESEARCH.COMDATA GmbH & InvestRFP

Emma Walden, Moderator, FUNDFORUM LIVE

Björn Jesch, Panellists, UNION INVESTMENTPRIVATFONDS GMBH

Michael O'Sullivan, CREDIT SUISSE

Jaime Martínez, CFA, BBVA ASSET MANAGEMENT

Morning Coffee and Networking and SpecialFocus Stages


Technology Trends & Talent Hub 1 - UKINNOVATE FINANCE


Hear & meet four talented innovators discuss thebenefits of their innovations for investmentmanagement.

Participants

Lawrence Wintermeyer, Moderated by, INNOVATEFINANCE

James Stickland, Asset management technology, REDDEER SYSTEMS

Yan Gloukhovski, Information exchange platform,ZEROFLOWS

Leo Gasteen, Bridging the data gap between investorsand managers , EDGFOLIO

Charles Pardue, Connect financial data!, PROPHISTECHNOLOGIES

Investment Trends & Talent Hub - GoesExperiential! Meet Frontier MarketsEntrepreneurs Live From Five Continents

10:40 - 11:10Investment Trends & Talent Hub

A live-link up with direct investors from five keyemerging & frontier markets: New ways of investingand accessing global talent

Participants

Baldwin Berges, B-D INSIDER

Investor Insight Hub - From Today’s APFIInvestor Only Summit: The Digitalisation ofFund Selection


Participants

Mussie Kidane CFA, BANQUE PICTET & CIE


Jauri Häkkä, WIDHABY ADVISORS

Investment Strategy Forum - Welcome

11:15 - 11:20Investment Strategy Forum

SESSIONSMAIN CONFERENCE DAY 1 - 06/06/2016

FundForum International6 - 8 June 2016InterContinental

Berlin

finance.knect365.com/fundforum-international

Global Distribution Day - Chairman's Welcome

11:15 - 11:20Business Leaders Forum

Exploring New Business Models For Asset Managers &Intermediary Investors

Participants

Christian Staub, Chair, BLACKROCK

FutureFinance Forum - Chairman's Welcomeand Investment Management ThoughtLeadersScene Setting

11:15 - 11:20FutureFinance Forum

Introducingthe first set of leading investmentmanagement thoughtleaders who will becommentingthroughout the FutureFinance Forum onthe implications of new trends on thefuture business

Participants

Alex Birkin, Chair, EY

Furio Pietribiasi, MEDIOLANUM ASSET MANAGEMENT

Martin Gilbert, Investment ManagementThoughtLeaders, ABERDEEN ASSET MANAGEMENT

Investment Shock Waves 2016


11.20 - 11.30 Global Macro Scene Setting: The biggestrisks in the global economy not yet priced in themarket

11.30 - 11.50 Panel discussion

Participants

Dr Michael Hasenstab, PH.D., Global Macro SceneSetting, TEMPLETON GLOBAL MACRO, FRANKLINTEMPLETON INVESTMENTS

Megan Greene, Moderator, MANULIFE ASSETMANAGEMENT

Margaret Harwood-Jones, Panellists, STANDARDCHARTERED

Alexander Iniechen, CAIA ASSOCIATION

Wei Li, CFA, BLACKROCK

What Will The Distribution Winners Look LikeIn 2020? New ThoughtLeadership


What the winning individual-focussed investmentmanagement business of the future will look like:Moving from generic product-push to personalisedcustomer-pull strategies

Participants

Ben Phillips, CASEY QUIRK

FutureFinance Keynote: Responding ToDisruption


11.20 - 11.40 New ThoughtLeadership: Definingdisruption in financial services: if only 10% of financialservices have been disrupted what does the futurelook like?

11.40 - 12.10 Panel discussion: How to respond tothese tectonic shifts impacting asset management:how do leading institutions inside and outsideinvestment management organise to understand andembrace trends in technology, customers and productinnovation that may only be in their infancy: setting thekey questions for the next three days

Participants

Samantha Ghiotti, New ThoughtLeadership,ANTHEMIS GROUP

Sven Korschinowski, Moderator, KPMG GERMANY

Nuala Walsh, Panellists, STANDARD LIFEINVESTMENTS

Matthias Niklowitz, e-foresight (Swisscom think tank)

Samantha Ghiotti, ANTHEMIS GROUP

Matthias Knecht, FUNDING CIRCLE CE

Lorna Martyn, FIDELITY INVESTMENTS

Preparing For The Distribution Landscape2016-2020


Who will be best placed to win the battle to manageend customer portfolios across different markets–and why? Banks, wealth managers , IFAs, direct robo/platforms, life companies or tied agents?

Participants

Nils Bolmstrand, Moderator, NORDEA LIFE ANDPENSIONS

Guendalina Bolis, Panellists, INVERSIS GESTION

Stéphane Pouchoulin, FUNDQUEST

Richard Lepère, FUND CHANNEL

Mark Cipollina, STANDARD CHARTERED BANK

Silvia Bocchiotti, AMUNDI ASSET MANAGEMENT

Reliable Returns In A Low Yield Environment


11.50 - 11.55 Global Savers’ Behavioural Briefing: Howdoes the saver on the street deal with volatility?

11.55 - 12.25 Panel Discussion: How can we protectinvestors from shocks that deter them fromparticipating In the market?

Participants

Craig Phillips, Global Savers' Behavioural Briefing,COREDATA RESEARCH

Amin Rajan, Moderator, CREATE RESEARCH

Pia Hagen, Panellists, NAVIGERA

Saker Nusseibeh, HERMES INVESTMENTMANAGEMENT

Pascal Blanqué, AMUNDI ASSET MANAGEMENT

Andy Brown, PRUDENTIAL PORTFOLIO MANAGEMENTGROUP

Stuart Mathieson, BABSON CAPITAL MANAGEMENT



Berlin


Security And The Future Of IntelligenceKeynote 2016


12.10 - 12.30 Security of the State Keynote 2016: Fromthe former Director of GCHQ & Global Expert on Data,Counter-Terrorism and the Security of the State

12.30 -12.50 Discussion

Participants

Professor Sir David Omand, Security of the StateKeynote, Commissioner, GLOBAL COMMISSION ONINTERNET GOVERNANCE & Visiting Professor in theDepartment of War Studies, KING’S COLLEGE, London& Former Director of GCHQ

Troels Oerting, Moderator, BARCLAYS

Ronan McGuiness, Panellists, PINEBRIDGEINVESTMENTS

Professor Sir David Omand, Commissioner, GLOBALCOMMISSION ON INTERNET GOVERNANCE & VisitingProfessor in the Department of War Studies, KING’SCOLLEGE, London & Former Director of GCHQ

Outcome Orientated Investing


A global review of current best practice in combiningincome generation and decumulation aspects in newproduct solutions

Participants


Stephen Jones, Panellists, KAMES CAPITAL

John O’Toole, PIONEER INVESTMENTS

Wayne Bowers, NORTHERN TRUST GLOBALINVESTMENTS

Clémence Dachicourt, INVESTMENT MANAGEMENTGROUP, MORNINGSTAR

David Vickers, RUSSELL INVESTMENTS

Winning Third-Party Product Partnerships


New partnerships between distributor and investmentmanager to create better outcomes for end clients:bespoke product structures and wrappers

12.25 - 12.30 New research briefing


Participants

Mr Nigel Birch, NewResearch Briefing & Moderation,SPENCE JOHNSON

Mussie Kidane CFA, Panellists, BANQUE PICTET & CIE

Enrique Pardo Fernandez, ALLFUNDS BANK

Bernard Aybran, INVESCO

Chris Ralph, ST JAMES'S PLACE

Antoinette Valraud, GENERALI INVESTMENTS

Investment Management ThoughtLeadersFeedback & Open Q&A


Participants

Martin Gilbert, Investment ManagementThoughtLeaders, ABERDEEN ASSET MANAGEMENT


Lunch and Networking Sessions and SpecialFocus Stages


Investor Insight Hub - Which Selectors MakeThe Most Effective Fund-Selections?


Strategies for under-represented cross-border firmsand boutiques

Participants

Bella Caridade-Ferreira, FUNDSCAPE

Technology Trends & Talent Hub 2 - BERLIN



Participants

Susanne Krehl, Host, GERMAN STARTUPSASSOCIATION

Erik Podzuweit, Digital Investment Manager,SCALABLE CAPITAL

Thomas Bloch, Robo Advice Platform, VAAMO

Dr Dominik Steinkühler, Global Lending Platform,LENDICO

Joachim Wimmers, Early Warning System for Markets,YUKKA LAB

Investment Trends & Talent Hub - InformalBoutique Fund Showcase With Live InvestorFeedback: Six Funds Talk Best New Ideas


Participants

Antony John, Moderator, ILEX ASSOCIATES

Adam Choppin, Commentator, FIS GROUP

Ole Rollag, Commentator, MURANO SYSTEMS

VIP & Priority Access: Meet The Keynote -Machine Learning And Asset ManagementQ&A


Anticipating the pros and cons of how machinelearning will impact investment management: fromnew data strategy to customer- centricity andinvestment insight to several key vulnerabilities. Anexclusive master session with today’s keynote.

Participants




Berlin


Technology Trends & Talent Hub 2 - BERLIN


Hear & meet four talented innovators discuss thebenefits of their innovations for investmentmanagement. Catch them again in one of ourfocussed Technology Trend sessions where we focuson three key areas: fintech innovations for improvinginvestment; fintech innovations for improving risk,transparency and compliance and thirdly fintechinnovation for improving B2C end investorengagement and decision making

Participants

Susanne Krehl, Host, GERMAN STARTUPSASSOCIATION

Erik Podzuweit, Digital Investment Manager,SCALABLE CAPITAL

Thomas Bloch, Robo Advice Platform, VAAMO

Joachim Wimmers, Early Warning System for Markets,YUKKA LAB

Dr Dominik Steinkühler, Global Lending Platform,LENDICO

Investor Insight Hub - Next Generation FundSelection & The Disintermediation Of ValueChain


Participants

Philip Kalus, Moderator, ACCELERANDO ASSOCIATES

Slim Feriani, Panellists, GULF CENTRAL AGENCY(GCA) WEALTH & ASSET MANAGEMENT

Tom Caddick, SANTANDER ASSET MANAGEMENT

Salvatore Cordaro, TAGES CAPITAL

Tina Byles Williams, FIS GROUP

Stephane Corsaletti, A.A.ADVISORS

Investment Trends & Talent Hub - Too Hot ToHandle: CLINTON Vs TRUMP & The Wisdom OfThe Crowd


Who will win the US General Election and was the 19thCentury Economist Alexis De Tocqueville correct aboutthe American “tyranny of the majority”?

Participants

John Hulsman, U.S. COUNCIL ON FOREIGNRELATIONS

Chair Investment Strategy Forum


Participants

Jon 'JB' Beckett, Chair, GEMINI INVESTMENTMANAGEMENT

Factor Investing & Smart Beta


How can we ensure that smart beta products do notrisk misleading investors? Comparing differentapproaches to applying factor & smart beta

Participants

Jon 'JB' Beckett, Moderator, GEMINI INVESTMENTMANAGEMENT

Joop Huij PHD, Panellists, ROBECO

Clive Hale, FUNDCALIBRE & ALBERMARLE STREETPARTNERS

Bruno Monnier, OSSIAM

Trends In Fund Selector Decision Making


From mega funds to boutiques and ETFs, what is thelatest hard/soft factor analysis on fund selectorattitudes impacting decision making

Participants

Shiv Taneja, Introduction & Moderator,MARKETMETRICS

Andrew Summers, Panellists, INVESTEC WEALTHMANAGEMENT

Matthias Weber, IFUND

Richard Philbin, HARWOOD WEALTH

Juan Luis Garcia Alejo, ANDBANK

Blockchain & Transparency Keynote


14.30 - 14.55 New Research: Sharing ledgers forsharing economies: what are the most impactfulblockchain uses throughout the wider economy frompublic sector to financial services

14.55 - 15.25 Discussion: What is the most usefulapplication that can help to drive the next era of assetmanagement?

15.25 - 15.45 Investment ManagementThoughtLeaders Feedback & Open Q&A

Participants

Michael Mainelli, New Research, Z/YEN

Dieter-Thilo Fischer, Moderator, EURO ADVISORSERVICES

Ann Doherty, Panellists, JP MORGAN

Akbar Sheriff, STATE STREET CORPORATION

Stephen Bayly, HSBC SECURITIES SERVICES ANDMARKETS OPERATIONS

Philippe Denis, BNP PARIBAS SECURITIES SERVICES

Furio Pietribiasi, Investment ManagementThoughtLeaders, MEDIOLANUM ASSETMANAGEMENT

Martin Gilbert, ABERDEEN ASSET MANAGEMENT

The Rise Of Absolute Return Investing


Addressing the shortage of supply of effectiveproducts: unconstrained fixed income, infrastructure,property & hedge funds in maintaining a portfolio involatile times

Participants


Christian Hyldahl, Panellists, NORDEA ASSETMANAGEMENT

Sonja Uys FIA, INSIGHT INVESTMENT

Philip Watson, CITI PRIVATE BANK

Amy Bensted, PREQIN

Peter Vincent, FRANKLIN TEMPLETON INVESTMENTS

Björn Siegismund, LARANSA PRIVATE WEALTHMANAGEMENT GmbH



Berlin


Seed Investment, Building Scale & ManagingCapacity


New ways of establishing scale in new or existingproducts with platforms, buyers and providers

Participants

Tom Caddick, Introduced and Moderator, SANTANDERASSET MANAGEMENT

Borja Largo, Panellists, ALLFUNDS BANK

Mr Toby Vaughan CFA, SANTANDER ASSETMANAGEMENT

Richard Royds, BLACKROCK

Matt Oomen, BNY MELLON ASSET MANAGEMENT

Daniel Page, KPMG IRELAND

Afternoon Coffee and Networking Sessionsand Special Focus Stages


Investment Trends & Talent Hub - The RFPProcess Re-engineered and The Implicationsfor Fund Selection


Participants

Albert Reiter, Moderator, E-FUNDRESEARCH.COMDATA GmbH & InvestRFP

Jon 'JB' Beckett, Panellists, GEMINI INVESTMENTMANAGEMENT

Bruno Guy-Waiser, AXA INVESTMENT MANAGERS

Don Gerritsen, UNPRI

Iain McAra, CFA INSTITUTE

An Audience With The Former Director ofGCHQ On His Latest Book “Securing The State”


'Sir David Omand's brilliantly insightful andauthoritative Securing the State is one of the mostimportant studies on the role intelligence services playin crafting successful counter terrorism measures.' --The Washington Times

Participants

Professor Sir David Omand, Commissioner, GLOBALCOMMISSION ON INTERNET GOVERNANCE & VisitingProfessor in the Department of War Studies, KING’SCOLLEGE, London & Former Director of GCHQ

Meet The Investor High Tables


10 intermediary investors host informal hightables todiscuss their strategies. Move freely between thetables.

Participants

Carsten Mumm, German Language High Table,DONNER REUSCHEL PRIVATE BANK

Technology Trends & Talent Hub 3 -STARTUPBOOTCAMP



Participants

Elizabeth Lumley, Host, STARTUPBOOTCAMP

Thomas Beevers, Crowdsourced Equity Research,STOCKVIEWS LTD

Gareth Lewis, Institution-Driven Private Markets, DELIO

Ido Pickel, Empowers Fixed Income Managers,BONDIT

Lazar Radenovic, Democratises Investor RelationsTechnology, OBSIDIAN SOLUTIONS

Spotlight German Institutional InvestorStrategy


German institutional investors: how they are thinkingabout matching supply and demand

Participants

Oliver Roll, Moderator, 4ALPHADRIVERS

Joachim Köhne, Savings Bank, HAMBURGERSPARKASSE AG

Hans Wilhelm Korfmacher, Pension, WPV

Uwe Siegmund, Insurance, R+V INSURANCE GROUP

Wolfram Gerdes, Pension Fund, KIRCHLICHEVERSORGUNGSKASSEN KZVK UND VKPBd

Global UCITS Distribution


Update on the latest strategies for expanding UCITSdistribution worldwide

Participants

Ed Moisson, Moderator, IGNITES EUROPE, FINANCIALTIMES

Richard Garland, Panellists, INVESTEC ASSETMANAGEMENT

Chris Edge, HSBC SECURITIES SERVICES

Peter Preisler, T. ROWE PRICE

Chair's Introduction to InvestmentManagement ThoughtLeaders


Introducing the next set of Investment ManagementThoughtLeaders known for their insight into howfuture finance is shaping the next generation ofinvestment management, they will share their viewsafter each set of discussions on Technologies To DriveParticipation & Trust In Investment Management

Participants

Amin Rajan, Chair, CREATE RESEARCH



Participants

Allan Polack, Chair, PFA, DENMARK



Berlin


Out-Of-Industry Insight: How Enterprise RiskCan Increase Participation & Trust


Why we should be optimistic about creating a cultureof participation & trust in investment: how behaviouralinsights from big data has changed the nature of riskforever

16.35 – 16.55 From the zero tolerance industriesexpert and the human factors specialist in behaviouralchange: what would investment management look likeas a zero tolerance industry such as nuclear oraviation?

16.55 - 17.15 How to apply this thinking to investmentmanagement?

Participants

Trudie Taylor, Zero Tolerance Presentation, TAYLORFARRINGTON, formerly Culture and BehaviouralChange Lead, NETWORK RAIL


Nick Lyster, Investment Management ThoughtLeaders,PRINCIPAL GLOBAL INVESTORS (Europe)


Michelle Scrimgeour, M&G INVESTMENTS

A Premium Fund Showcase


A fund showcase of four diverse new funds: each fundwill speak for 6 minutes followed by 3 minutes Q&A bya panel of investors

Participants


Andy Brown, Investor, PRUDENTIAL PORTFOLIOMANAGEMENT GROUP

William Smead, Fund 1: Smead US Value UCITS Fund,SMEAD CAPITAL MANAGEMENT

Neil Goddin, Fund 2, KAMES CAPITAL

Markus Breitenmoser, Fund 3, ALPORA

Best Practice Fund Marketing Review


17.10 – 17.25 What do selectors need from clientcommunications– but often do not get? Six strategiesto raise your distribution profile in 2016

17.25 – 17.50 In discussion with expert fundmarketers

Participants

Mauro Baratta, Presentation, MACKAY WILLIAMS

Diana Mackay, Moderator, MACKAY WILLIAMS

Clay Hagland, Panellists, BLACKROCK

Rob Sanders, ABERDEEN ASSET MANAGEMENT

Mauro Baratta, MACKAY WILLIAMS

Jean-Francois Hautemulle, JP MORGAN ASSETMANAGEMENT

RegTech As A Tool For Growing And ProtectingAUM


The strategic and regulatory implications transformingthe culture between front and back office

Participants

Catherine Doherty, Moderator, INVESTIT

Taras Chaban, Panellists, SYBENETIX

James Stickland, RED DEER SYSTEMS

Sheenagh Gordon-Hart, 2020 REGULATORYCONSULTING

Special Focus: Industry Leaders OnGovernance And The Increasing Importance OfSocial Responsibility To The Business


How governance & CESG is increasingly drivinginvestment strategy

Participants

Allan Polack, Moderator, PFA, DENMARK

Saker Nusseibeh, Panellists, HERMES INVESTMENTMANAGEMENT

Sasja Beslik, NORDEA ASSET MANAGEMENT

Mike Judith, DNB

Paul Robinson, ALQUITY

Thomas Seale, LUXFLAG



Participants

Nick Lyster, Investment Management ThoughtLeaders,PRINCIPAL GLOBAL INVESTORS (Europe)


FundForum Day One Drinks Reception - SohoHouse Berlin


Join us with your new and old connections at SohoHouse Berlin



Berlin


https://www.sohohouseberlin.com/en

https://www.sohohouseberlin.com/en

TIME MAIN AGENDA BUSINESSLEADERS FORUM

FUTUREFINANCEFORUM

INVESTMENTSTRATEGY FORUM

INVESTMENTTRENDS & TALENTHUB

INVESTOR INSIGHTHUB

NETWORKING - BYINVITATION ONLY

TECHNOLOGYTRENDS & TALENTHUB

08:00 08:00 - LateRegistration andEarlybird Networkingand Special FocusInsight Stages

08:30 - InvestmentTrends And TalentHub Goes Experential!- Wisdom Of TheCrowd Investing

08:15 - IntermediaryInvestors InvitationOnly APFI Summit -The Digital Future ofFund Selection

08:15 - AssetManager & CEO andCIOs Invitation OnlyExclusive BreakfastWith The Former ChiefScience Officer OfAmazon

08:30 - TechnologyTrends & Talent Hub -Cybersecurity & NewUses of PredictiveIntelligence inCounter-Terrorism

09:00 09:10 - Welcome ToThe FundForum 2016

09:15 - Opening GrandPlenary: Chairman’sWelcome

09:25 - Out-of-Industry Keynote2016: Do You KnowThe Customer Of TheFuture, How ToEngage With Them &What InvestmentProducts Asset TheyWill Want To Buy?

SCHEDULEMAIN CONFERENCE DAY 1 - 06/06/2016


Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



10:00 10:00 - The Vision OfThe Major Distributors2020

10:30 - MorningCoffee andNetworking andSpecial Focus Stages

10:40 - InvestmentTrends & Talent Hub -Goes Experiential!Meet Frontier MarketsEntrepreneurs LiveFrom Five Continents

10:40 - InvestorInsight Hub - FromToday’s APFI InvestorOnly Summit: TheDigitalisation of FundSelection

10:40 - TechnologyTrends & Talent Hub 1- UK INNOVATEFINANCE

11:00 11:15 - GlobalDistribution Day -Chairman's Welcome

11:20 - What Will TheDistribution WinnersLook Like In 2020?NewThoughtLeadership

11:45 - Preparing ForThe DistributionLandscape 2016-2020

11:15 - FutureFinanceForum - Chairman'sWelcome andInvestmentManagementThoughtLeadersScene Setting

11:20 - FutureFinanceKeynote: RespondingTo Disruption

11:15 - InvestmentStrategy Forum -Welcome

11:20 - InvestmentShock Waves 2016

11:50 - ReliableReturns In A Low YieldEnvironment

12:00 12:25 - Winning Third-Party ProductPartnerships

12:10 - Security AndThe Future OfIntelligence Keynote2016

12:50 - InvestmentManagementThoughtLeadersFeedback & Open Q&A

12:25 - OutcomeOrientated Investing



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



13:00 13:00 - Lunch andNetworking Sessionsand Special FocusStages

13:30 - VIP & PriorityAccess: Meet TheKeynote - MachineLearning And AssetManagement Q&A

13:30 - TechnologyTrends & Talent Hub 2- BERLIN

13:25 - InvestmentTrends & Talent Hub -Informal BoutiqueFund Showcase WithLive InvestorFeedback: Six FundsTalk Best New Ideas

13:20 - InvestorInsight Hub - WhichSelectors Make TheMost Effective Fund-Selections?

13:55 - InvestorInsight Hub - NextGeneration FundSelection & TheDisintermediation OfValue Chain

13:25 - TechnologyTrends & Talent Hub 2- BERLIN

14:00 14:30 - Trends In FundSelector DecisionMaking

14:30 - Blockchain &Transparency Keynote

14:30 - ChairInvestment StrategyForum

14:30 - FactorInvesting & SmartBeta

14:00 - InvestmentTrends & Talent Hub -Too Hot To Handle:CLINTON Vs TRUMP& The Wisdom Of TheCrowd

15:00 15:45 - AfternoonCoffee andNetworking Sessionsand Special FocusStages

15:45 - An AudienceWith The FormerDirector of GCHQ OnHis Latest Book“Securing The State”

15:10 - SeedInvestment, BuildingScale & ManagingCapacity

15:10 - The Rise OfAbsolute ReturnInvesting

15:45 - InvestmentTrends & Talent Hub -The RFP Process Re-engineered and TheImplications for FundSelection

15:50 - Meet TheInvestor High Tables

15:50 - TechnologyTrends & Talent Hub 3-STARTUPBOOTCAMP



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



16:00 16:30 - Global UCITSDistribution

16:30 - Chair'sIntroduction toInvestmentManagementThoughtLeaders

16:35 - Out-Of-Industry Insight: HowEnterprise Risk CanIncrease Participation& Trust

16:30 - SpotlightGerman InstitutionalInvestor Strategy


17:00 17:10 - Best PracticeFund MarketingReview

17:15 - RegTech As ATool For Growing AndProtecting AUM


17:00 - A PremiumFund Showcase

17:30 - Special Focus:Industry Leaders OnGovernance And TheIncreasingImportance Of SocialResponsibility To TheBusiness

18:00 18:00 - FundForumDay One DrinksReception - SohoHouse Berlin



Berlin


Earlybird Networking and Special Focus InsightStages


Asset Managers CEO & CIO ExclusiveBreakfast With The Renowned GlobalEconomist


Participants

Mohamed El-Erian, Chief Economic Advisor, ALLIANZ& & Chair of President Obama’s Global DevelopmentCouncil

VIP Investor Only Breakfast Workshop -Innovations In Portfolio Risk “Nowcasting”


Exploring the pros and cons of the economic disciplineof determining a trend or a trend reversal objectively inreal time to manage real time portfolio risk

Participants

Alexander Iniechen, CAIA ASSOCIATION

Technology Trends & Talent Hub - Who IsBuying Whom?


An exploration of latest Fintech corporate financedevelopments for Investment Management

Participants

Samarth Shekhar, TECHFLUENCE

Michael Mellinghoff, TECHFLUENCE

Investor Insight Hub - Content, Clarity,Charisma!


How not to market your fund - and what you should doinstead!

Participants

Baldwin Berges, Moderator, B-D INSIDER

Clémence Dachicourt, Panellists, INVESTMENTMANAGEMENT GROUP, MORNINGSTAR

Martin Bürki, MARTINVESTMENTS

Antony John, ILEX ASSOCIATES

Adam Choppin, FIS GROUP

Ole Rollag, MURANO SYSTEMS

Investment Trends And Talent Hub - FiveParadigm Shifts In [Geo] Politics: TheConsequences For Investors


Participants

Marko Papic, BCA RESEARCH

Opening Grand Plenary: Chairman’s Welcome


Participants

Julie Patterson, Chair, KPMG UK

The FundForum Global Investment ManagerKeynote 2016


The global vision of the future from the world’s largestasset manager

Participants

Rob Fairbairn, BLACKROCK

Responding To The Global Regulators 2016


How regulation is fundamentally reshaping investmentmanagement and what this means for client andbusiness trends in Europe

10.00 - 10.10 Regulatory influencers

10.10 - 10.40 The industry leaders feedbackdiscussion: the implications for client and businesstrends

Participants

Julie Patterson, Introduction & Moderator, KPMG UK

Jean-Marc Goy, Regulatory Influencers, COMMISSIONDE SURVEILLANCE DU SECTEUR FINANCIER

Patrick Colle, Panellists, BNP PARIBAS SECURITIESSERVICES

Oliver Bilal, UBS ASSET MANAGEMENT

Alexander Schindler, EFAMA, Member of The BoardUNION INVESTMENT

Guy Sears, THE INVESTMENT ASSOCIATION

Expert Industry Insight


The presence of asset management groups on socialmedia

Participants

Joe Saliba, CACEIS

Morning Coffee and Networking and SpecialFocus Stages


Technology Trends & Talent Hub 4 - IRELAND



Participants

Keith Fingleton, Moderator, IDA IRELAND

Alan Meaney, Funds Reconciliation Software, FUNDRECS

Geraldine Gibson, Integrated Compliance andSurveillance, AQMETRICS

Peter Cripwell, Integrating risk analysts, data analystsand proprietary analytics, RISKSYSTEM

Emmett Kilduff, Alpha from Alternative Data, EAGLEALPHA

Investment Trends & Talent Hub - TheReluctant Investor - Winning AlternativesBusiness In The Low Rates Environment


Panel Discussion: The forces driving demand foralternatives and how they are shaping and impactingbusiness

Participants

Tony Griffiths, Moderation, CERULLI ASSOCIATES(EUROPE)

Oliver Hagedorn, Panellists, AVESCO FINANCIALSERVICES

Volker Gillhaus, BVAI

Daniel Durrer, GAM

Chris Dawe, SCHRODERS



Berlin


Investor Insight Hub - Too Hot To Handle: LiveBrexit Debate. Are Investors Too Relaxed?


Participants

John Hulsman, Chair, U.S. COUNCIL ON FOREIGNRELATIONS

Gina Miller, Pro Brexit , SCM DIRECT

Marko Papic, Pro UK Staying In EU, BCA RESEARCH



Participants

Frank Schnattinger, Chair, INSTITUTIONALINVESTMENT

FX Innovations In Product Development &Managing Portfolio Risk


How to create new opportunities and diversifyinvestment products using FX hedging: master yourcurrency risk in volatile markets

Participants

Frank Schnattinger, Interviewer, INSTITUTIONALINVESTMENT

Marc Tuehl, Interviewee, HSBC GLOBAL MARKETS

Shaping The Future


Industry leaders on meeting the long term savingsneeds of the end customers: the core factor insustaining a viable asset management business

Participants

Michael Ferguson, Moderator, EY

Euan Munro, FIA, Panellists, AVIVA INVESTORS

Andreas Utermann, ALLIANZ GI

Jim McCaughan, PRINCIPAL GLOBAL INVESTORS

Robert Higginbotham, T. ROWE PRICE

Jamie Hammond, AB

Fintech Innovations To Improve B2CEngagement & Decision Making: FinancialInclusion: A Trends & Technology Talent HubHosted By ALFI FITECH LUXEMBOURG


Participants

Serge Weyland, Moderator, ALFI DIGITAL/FITECHFORUM

Nejc Kodrič, E-Money Institution:, BITSTAMP EUROPE

Dagmar Bottenbruch, Peer To Peer Lending:,CROSSLEND

Tomorrow’s Talent Bank: Today’sentrepreneurs, global leaders of thebusinesses you will invest in tomorrow


Participants

Mike Halsall, Moderator, SINGULARITY UNIVERSITY

Karoli Hindriks, Panellists, JOBBATICAL

Hajo Van Beijma, TTC MOBILE

Global Economic Keynote


12.20 – 12.40 The World Renowned Global Thinkerand Economist, Mohamed El Erian

12.40 - 13.00 In discussion with Philipp Vorndran

Participants


Philipp Vorndran , FLOSSBACH VON STORCH

A Trends & Technology Talent Hub: THE WILDCARDS


Participants

Sylvain Forté, Trading Indicators Based On Big DataSocial Media Analysis:, SESAMM

Lunch - Hosted by Pinebridge Investments.Plus Networking Sessions and Special FocusInsight Stages


Investor Insight Hub - Know Your Client:Investor Buying Trends In Transition


Participants

Barbara Wall, Introduction & Moderator, CERULLIASSOCIATES (EUROPE)

Thomas Abel, Panellists, HONORIS TREUHAND

Thomas Bloch, VAAMO

Björn Siegismund, LARANSA PRIVATE WEALTHMANAGEMENT GmbH

Priority Access Programme - An ExclusiveAudience With Today’s Keynote Speaker


Participants


Investment Trends & Talent Hub - Too Hot ToHandle: The Multi-Asset End Game


An APFI FundForum exclusive discussion on thegrowing clash between multi-asset fund managers andfund selectors

Participants


Technology Trends & Talent Hub 5 - UKINNOVATE FINANCE PART 2



Participants

Clare Flynn Levy, Software For Fund Managers,ESSENTIA ANALYTICS

Husayn Kassai, Intelligent Background Checking,ONFIDO

Richard Maton, Enterprise Behavioural Analytics,SYBENETIX

Andrew White, Compliance Made Simple, FUNDAPPS



Berlin


Chair Business Leaders Forum: CrossborderDistribution


Participants

Keith Hale, Chair, MULTIFONDS

Chair Business Leaders Forum: IntermediaryInvestor Insight


Participants

Simon Weiler, Chair, E-FUNDRESEARCH.COM DATAGmbH & InvestRFP

Chair Investment Strategy Forum: NewInvestment Products


Participants

Deborah Fuhr, Chair, ETFGI

New Active Investment Products - ETFS &Passive Funds


14.30 – 14.40 Research Briefing: Market Trends in thegrowth and application of ETFs: What are the microand macro risk implications of this growth and howcan we manage this for the benefit of our customersand market stability?

14.40 - 15.10 Expert discussion with leading ETFplayers

Participants

Deborah Fuhr, Research Briefing & Moderator, ETFGI

Howie Li, Panellists, ETF SECURITIES

Nizam Hamid, WISDOMTREE EUROPE

Michael Gruener, BLACKROCK

Detlef Glow, Thomson Reuters

Leaders’ Investment Strategy: Experiential -Back By Popular Demand - The ScenarioPlanning War Games: How Will The RefugeeCrisis Play Out On The Geo-Political Stage &Will This Lead To The Break-Up of The EU?


Join teams captained by six investment expertsrepresenting Germany, Russia, USA, ISIS, Greece andTurkey.

Using unique social data from our #FFWarGamesfeatures, measure how your scenario planning on thisissue compares to that of the crowd before and afterthe WarGame. How does that change your thinking?

Participants

John Hulsman, Moderator, U.S. COUNCIL ON FOREIGNRELATIONS

Andrew Summers, Your Captains 2016, INVESTECWEALTH MANAGEMENT

Marko Papic, BCA RESEARCH

Jean-Marie Mercadal, OFI ASSET MANAGEMENT

Richard Garland, INVESTEC ASSET MANAGEMENT

Paul Carr, EAST CAPITAL ASSET MANAGEMENT

Slim Feriani, GULF CENTRAL AGENCY (GCA) WEALTH& ASSET MANAGEMENT

Crossborder Distribution - Next GenTechnology Platforms: How Asset ManagersCan Enhance Transparency And DistributionEfficiency For Intermediary And End Investors


Panel Discussion With Experts from AssetManagement, CSD and New Market InfrastructurePlatforms

Participants

Jean Devambez, New ThoughtLeadership andModerator, BNP PARIBAS SECURITIES SERVICES

Jan Vandendriessche, Panellists, VPLUX, part of VPSECURITIES (Danish CSD)

Thomas Albert, OPPENHEIM ASSET MANAGEMENT,DeAWM Deutsche Fund Platforms

Olivier Portenseigne, FUNDSQUARE

Borja Largo, ALLFUNDS BANK

Valérie Letellier, SWIFT

Intermediary Investor Insight - GermanSpeaking Europe – Wholesale


14.30 - 14.40 New ThoughtLeadership


Participants

Simon Weiler, New ThoughtLeadership and Moderator,E-FUNDRESEARCH.COM DATA GmbH & InvestRFP

Thomas Romig, Panellists, ASSENAGON

Bernd Poegel, DEKABANK

Philip Schifferegger, ERSTE SPARINVEST

Manuela Thies, ALLIANZ GLOBAL INVESTORS

Johanna Handte, DEUTSCHE BANK ASSETMANAGEMENT

Predictive Analytics & Machine Learning InFinance - Chairman's Welcome & Members OfThe Investment Management ThoughtLeaders’Scene Setting


Investment Management ThoughtLeaders on serviceand product implications of FutureFinance Day 2.Leaders known for their insight into how future financeis shaping the next generation of investmentmanagement will set the strategic scene for Day2’sthemes and comment after each set of discussionson the implications across the ecosystem

Participants

Roy Stockell, Chair, EY

Massimo Tosato, Investment ManagementThoughtLeaders, SCHRODERS

Fiona Frick, UNIGESTION

Luke Ellis, MAN GROUP

Machine Learning And Big Data In FinancialServices


Moving Predictive Analytics Out Of The Lab And IntoThe Business – How This Is Implemented & What ItLooks Like In Terms Of New Products

Participants

Dr Anthony Ledford, MAN AHL RESEARCHLABORATORY, OXFORD UNIVERSITY



Berlin


Big Data In Financial Services


When will predictive analytics move out of the lab andinto the trading room - how would this be implemented& what would it look like in terms of new products

15.00 - 15.10 Insurance case study

15.10 – 15.35 Where are we in the evolution of the useof big data in Investment Management?

Participants

Valter Trevisani, Insurance Case Study, GENERALIGROUP

Pascal Denis, Moderator, KPMG LUXEMBOURG

Ben Kelly, Panellists, BLACKROCK

Dr Anthony Ledford, MAN AHL RESEARCHLABORATORY, OXFORD UNIVERSITY

Thanh-Long Huynh, QUANTCUBE TECHNOLOGY

Lars Hamberg, AFAM

New Investment Products - Multi Asset Funds


15.10 - 15.15 New research briefing


Participants

Amin Rajan, New Research Briefing & Moderator,CREATE RESEARCH

Jan Straatman, Panellists, LOMBARD ODIERINVESTMENT MANAGERS

David Bint, STANDARD LIFE INVESTMENTS

Martyn Hole, CAPITAL GROUP

Peter Fitzgerald, CFA, AVIVA INVESTORS

Crossborder Distribution - GermanyDistribution Models


15.10 - 15.20 New ThoughtLeadership: what modelswork best for which distribution channels and investorattitudes

15.20 - 15.45 Expert panel

Participants

Georg Redlbacher, New ThoughtLeadership &Moderator, MBMS

Daniel Häfele, Panellists, ACOLIN CONNECT

Alexandra von Kalnein, HYDE PARK

Holger Sepp, CACEIS

Alexander Laurich, IPCONCEPT (Luxemburg) S.A.

Intermediary Investor Insight - Global PWM &The Digital Challenge


15.10 - 15.20 New ThoughtLeadership: shiftingbusiness models in digital WM

15.20 - 15.45 How are the world's leading PWMs &digital innovators responding?

Participants

Seb Dovey, New ThoughtLeadership, SCORPIO AON

Yuri Bender, Moderator, FINANCIAL TIMES

Jonathan Polin, SANLAM UK

Alan Miller, SCM PRIVATE

Alan Higgins, COUTTS

James Bevan, CCLA INVESTMENT MANAGEMENT

Seb Dovey, SCORPIO AON



Participants

Fiona Frick, Investment Management ThoughtLeaders,UNIGESTION


Massimo Tosato, SCHRODERS

Afternoon Coffee and Networking and SpecialFocus Insight Stages


Motivational Tales From A FootballingSuperstar


With his famous 'bubble' perm, the Yorkshire-bornstriker was an icon both for Liverpool and England.Two UEFA Cups, three league titles, a European and FACup and a tally of 100 goals: the number seven left theKop with a multitude of magical memories… evenwhen every Liverpudlian's worst nightmare wasconfirmed when Keegan served notice of his intentionto quit the club and join Bundesliga outfit Hamburg…

Hosted by STANDARD CHARTERED

Participants

Kevin Keegan

Meet The Investor High Tables


10 intermediary investors host informal high tables todiscuss their strategies. Move freely between thetables.

Participants

Stefan Martyris, SEB WEALTH MANAGEMENT

Jens Gammelmark, MiFIDII, NORDEA

Chair Business Leaders Forum: CrossborderDistribution


Participants

Keith Hale, Chair, MULTIFONDS

Chair Business Leaders Forum: Fund SelectorInsight


Participants

Jauri Häkkä, Chair, WIDHABY ADVISORS

Chair Investment Strategy Forum: Leaders'Investment Strategy


Participants

Liesbet Peeters, Chair, D CAPITAL PARTNERS

New Active Investment Products - New EquityProducts


Where and how do we find growth in global equities?

16.30-16.40 Global equities trend briefing

16.40 -17.15 Discussion with experts

Participants

Andrea Cicione, Global Equities Trend Briefing &Moderator, LOMBARD STREET RESEARCH

Lucy Macdonald, ASIP (CFA UK), Panellists, ALLIANZGLOBAL INVESTORS GmbH

Dale MacLennan, STANDARD LIFE INVESTMENTS

Martyn Hole, CAPITAL GROUP

Tawhid Ali, AB



Berlin


Leaders’ Investment Strategy - ImpactInvesting


How impact investing is becoming scalable andexpanding into retail investment markets

Participants

Liesbet Peeters, Moderator, D CAPITAL PARTNERS

Jochen Wermuth, Panellists, WERMUTH ASSETMANAGEMENT

Theo Clément, UBS ASSET MANAGEMENT

Aine Kelly, BIG SOCIETY CAPITAL

Roland Nobels, MYMICROINVEST

John McKinley, BLACKROCK

Cross-Border Distribution - Market Liquidity,Fund Liquidity and Managing The PotentialMismatch In Running A Business


16.30- 16.40 New ThoughtLeadership: Underlyingregulatory provisions and global market tools to copewith liquidity

16.40 – 17.15 Discussion

Participants

Avi Nachmany, New ThoughtLeadership, STRATEGICINSIGHT

Stéphane Janin, Moderator, AXA INVESTMENTMANAGERS & CHAIR AFG INTERNATIONALCOMMITTEE

Brian Reid, ICI GLOBAL

Avi Nachmany, STRATEGIC INSIGHT

Mark McKeon, STATE STREET GLOBAL EXCHANGE

Fund Selector Insight - Nordic Region




Participants

Jauri Häkkä, New Research Briefing & Moderator,WIDHABY ADVISORS

Georg Skare Lund, Panellists, STOREBRAND ASSETMANAGEMENT

Mikael Haglund, SEB WEALTH

Andreas Weilby, KIRSTEIN A/S

Allan Møller, DANSKE CAPITAL WEALTHMANAGEMENT

Robo-Advisory Decision Making Keynote: TheUnconsious Bias In Markets, Minds & Magic


From a behavioural finance leader & expert inunderstanding 'Tricks Of the Mind': how to be sure ofdesigning the best decision-making tools to meet self-directed investors needs? Avoiding the pitfall of theunconscious on cognitive processes when designing arobo-advisor

Participants

Paul Craven, PAUL CRAVEN PARTNERS and Memberof THE MAGIC CIRCLE, formerly of SCHRODERS,PIMCO and GOLDMAN SACHS

Robo Advisors & The Democratisation OfInvestment


Implications of the changing nature of guided adviceto ensure customers reach the best solutions forthemselves

Participants

Pascal Denis, Moderator, KPMG LUXEMBOURG

Romi Savova, Panellists, PENSIONBEE

Rob Sanders, ABERDEEN ASSET MANAGEMENT

Andrew Fenton, BARCLAYS

Frederik Meheus, BLACKROCK

New Active Investment Products - Emerging &Frontier Markets


When will it be safe to go back into Emerging &Frontier Markets – and which ones?

17:15 - 17:25 New Research: Trends & prospects:which markets are likely to return to growth in thecoming year and why?

17:25 – 18:00 Panel of experts and funds representingdiverse emerging and frontier markets

Participants

Cameron Brandt, New Research Briefing & Moderator,EPFR

Adam Choppin, Investor, FIS GROUP

David Semple, Experts, VANECK

Mark Browning, FRANKLIN TEMPLETON INVESTMENTMANAGEMENT LIMITED

Jon Toscano, TRIVÈLLA

Ruchit Puri, CFA, KOTAK MAHINDRA

Oliver Bell, T. ROWE PRICE

Leaders’ Investment Strategy - Long-TermTotal Return Investing In The Economy


17.15 - 17.25 Maverick interview: Why 80% of the FTSE100 will not exist in 30 years time and how long terminvesting is the solution

17.25 - 18.00 Introduction & Expert Discussion: Hownon-index-benchmarked active can beat the index

Participants

Daniel Godfrey, Interviewer , BIG ISSUE INVEST FUNDMANAGEMENT AND THE INVESTOR FORUM

James Anderson, Interviewee, BAILLIE GIFFORD

Daniel Godfrey, Moderator, BIG ISSUE INVEST FUNDMANAGEMENT AND THE INVESTOR FORUM

Yves Choueifaty, Panellists, TOBAM

James Anderson, BAILLIE GIFFORD

Daniel von Preyss, IMPAX ASSET MANAGEMENT

Eric Suschetet, OAKWOOD GLOBAL ADVISORS LLC



Berlin


Cross-Border Distribution - Business ResponseTo Regulation: Fund Manager & DirectorStrategy


How are different associations responding to pendingMIFID and other regulations on behalf of their fundmanagement members and Directors?

17.15 – 17.35 - Part 1 The industry experts oninterpreting the implications

17.35 – 18.00 - Part 2 The leading associationsresponse

Participants

Martin Vogel, Moderator, MDO MANAGEMENTCOMPANY

Michèle Eisenhuth, Industry Experts, ARENDT

Nathalie Dogniez, PwC

Silke Bernard, LINKLATERS LLP

Thomas Richter, Germany, BVI

Pierre Bollon, France, AFG (Association Française de laGestion Financière)

Guy Sears, UK, THE INVESTMENT ASSOCIATION

Marc-André Bechet, Luxembourg, ALFI

Fund Selector Insight - UK IFA & DiscretionaryChannels


17.15 - 17.25 New ThoughtLeadership: Marketchanges & implications for the future of the UKintermediary market

17.25 - 18.00 Followed by panel discussion with IFAsand Discretionary Investors

Participants

Craig Phillips, New ThoughtLeadership & Moderator,COREDATA RESEARCH

Robert Jukes, Panellists, CANNACCORD GENUITYWEALTH MANAGEMENT

Stuart Finlayson APFS, AVN WEALTH MANAGERS LLP

Steve Laird, CARRINGTON WEALTH MANAGEMENT

Joe Parkin, BLACKROCK



Participants

Fiona Frick, Investment Management ThoughtLeaders,UNIGESTION


Massimo Tosato, SCHRODERS

The Party, FundForum Day Two - WasserwerkBerlin


Join us at Wasserwerk Berlin - one of Berlin's mostdramatic venues



Berlin


http://www.wasserwerk-berlin.de/gallery.html


FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



08:00 08:00 - EarlybirdNetworking andSpecial Focus InsightStages

08:30 - InvestmentTrends And TalentHub - Five ParadigmShifts In [Geo]Politics: TheConsequences ForInvestors

08:30 - InvestorInsight Hub - Content,Clarity, Charisma!

08:15 - AssetManagers CEO & CIOExclusive BreakfastWith The RenownedGlobal Economist

08:30 - VIP InvestorOnly BreakfastWorkshop -Innovations InPortfolio Risk“Nowcasting”

08:30 - TechnologyTrends & Talent Hub -Who Is Buying Whom?

09:00 09:10 - Opening GrandPlenary: Chairman’sWelcome

09:15 - TheFundForum GlobalInvestment ManagerKeynote 2016



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



10:00 10:00 - RespondingTo The GlobalRegulators 2016

10:40 - ExpertIndustry Insight

10:50 - MorningCoffee andNetworking andSpecial Focus Stages

10:55 - InvestorInsight Hub - Too HotTo Handle: Live BrexitDebate. Are InvestorsToo Relaxed?

10:55 - InvestmentTrends & Talent Hub -The Reluctant Investor- Winning AlternativesBusiness In The LowRates Environment

10:55 - TechnologyTrends & Talent Hub 4- IRELAND

11:00 11:40 - Shaping TheFuture

11:40 - FintechInnovations ToImprove B2CEngagement &Decision Making:Financial Inclusion: ATrends & TechnologyTalent Hub Hosted ByALFI FITECHLUXEMBOURG


11:40 - FX InnovationsIn ProductDevelopment &Managing PortfolioRisk



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



12:00 12:20 - GlobalEconomic Keynote

12:20 - A Trends &Technology TalentHub: THE WILDCARDS

12:20 - Tomorrow’sTalent Bank: Today’sentrepreneurs, globalleaders of thebusinesses you willinvest in tomorrow

13:00 13:00 - Lunch -Hosted by PinebridgeInvestments. PlusNetworking Sessionsand Special FocusInsight Stages

13:30 - PriorityAccess Programme -An ExclusiveAudience WithToday’s KeynoteSpeaker

13:40 - InvestmentTrends & Talent Hub -Too Hot To Handle:The Multi-Asset EndGame

13:30 - InvestorInsight Hub - KnowYour Client: InvestorBuying Trends InTransition

13:55 - TechnologyTrends & Talent Hub 5- UK INNOVATEFINANCE PART 2



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



14:00 14:25 - Chair BusinessLeaders Forum:CrossborderDistribution

14:25 - Chair BusinessLeaders Forum:Intermediary InvestorInsight

14:30 - CrossborderDistribution - NextGen TechnologyPlatforms: How AssetManagers CanEnhanceTransparency AndDistribution EfficiencyFor Intermediary AndEnd Investors

14:30 - IntermediaryInvestor Insight -German SpeakingEurope – Wholesale

14:30 - PredictiveAnalytics & MachineLearning In Finance -Chairman's Welcome& Members Of TheInvestmentManagementThoughtLeaders’Scene Setting

14:40 - MachineLearning And Big DataIn Financial Services

14:25 - ChairInvestment StrategyForum: NewInvestment Products

14:30 - New ActiveInvestment Products -ETFS & Passive Funds

14:30 - Leaders’Investment Strategy:Experiential - Back ByPopular Demand - TheScenario PlanningWar Games: How WillThe Refugee CrisisPlay Out On The Geo-Political Stage & WillThis Lead To TheBreak-Up of The EU?

15:00 15:45 - AfternoonCoffee andNetworking andSpecial Focus InsightStages

15:50 - MotivationalTales From AFootballing Superstar

15:10 - CrossborderDistribution - GermanyDistribution Models

15:10 - IntermediaryInvestor Insight -Global PWM & TheDigital Challenge

15:00 - Big Data InFinancial Services


15:10 - NewInvestment Products -Multi Asset Funds

15:50 - Meet TheInvestor High Tables



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



16:00 16:25 - Chair BusinessLeaders Forum:CrossborderDistribution

16:25 - Chair BusinessLeaders Forum: FundSelector Insight

16:30 - Cross-BorderDistribution - MarketLiquidity, FundLiquidity andManaging ThePotential Mismatch InRunning A Business

16:30 - Fund SelectorInsight - NordicRegion

16:30 - Robo-AdvisoryDecision MakingKeynote: TheUnconsious Bias InMarkets, Minds &Magic

16:55 - Robo Advisors& TheDemocratisation OfInvestment

16:25 - ChairInvestment StrategyForum: Leaders'Investment Strategy

16:30 - New ActiveInvestment Products -New Equity Products

16:30 - Leaders’Investment Strategy -Impact Investing

17:00 17:15 - Cross-BorderDistribution - BusinessResponse ToRegulation: FundManager & DirectorStrategy

17:15 - Fund SelectorInsight - UK IFA &DiscretionaryChannels


17:15 - New ActiveInvestment Products -Emerging & FrontierMarkets

17:15 - Leaders’Investment Strategy -Long-Term TotalReturn Investing InThe Economy

18:00



Berlin



FUTUREFINANCEFORUM



INVESTOR INSIGHTHUB



19:00

20:00 20:30 - The Party,FundForum Day Two -Wasserwerk Berlin



Berlin


Early Bird Knowledge & Networking


Investor Insight Hub - Maverick Insights Into ANew Fund Order: Dysfunctions and DisruptersIn The City


Participants

Tom Chatfield, Interviewer , Gamification, Engagement& Financial Inclusion

Jon 'JB' Beckett, Interviewee, GEMINI INVESTMENTMANAGEMENT

Opening Grand Plenary: Chairman's Welcome


Participants

Roy Stockell, Chair, EY

Leadership, Talent & Remuneration In TheAgile Business


Recruiting & promoting new talent: new pay &structures for winning business of the future

Participants

Joel Davies, MCLAGAN (part of Aon Hewitt, a businessunit of Aon plc)

Mark Miles, MCLAGAN (part of Aon Hewitt, a businessunit of Aon plc)

FundForum Asia On Tour 2016


Exploring the rise of leading Chinese asset managerson the global stage with senior representatives fromthe most dynamic Chinese asset Managers andAdvisors

Participants

Roy Stockell, Moderator, EY

Gian Luigi Costanzo, Panellists, CHINA UNIVERSALASSET MANAGEMENT

Miller Guo, GF INTERNATIONAL ASSETMANAGEMENT

Mike Wittich, STANDARD CHARTERED BANK

Yang Du, YAOZHI ASSET MANAGEMENT CO. LLP

Gerald Yeung, CIFM ASSET MANAGEMENT HK

Jessie Lam, E FUND MANAGEMENT (HK) CO. LTD

Powerhouse Elite In Motion 2016: New MetricsFor Success Or Relegation


From robust product lines to digital facing structures,what will define the winners of the future?

10.35 - 10.45 New Research: The new powerhousemetrics unwrapped: combining selector perceptionswith deep analysis of Broadridge data,MackayWilliams set seven critical metrics necessaryfor future asset management success. In a marketthat supports over 1,700 groups, the evidence showsthat there is plenty of scope for change in the currentpowerhouse elite. Analysing success metrics such asproduct diversification, innovation, sales consistency,brand and distribution strength highlights those mid-size groups that are rising stars or have the potentialto join this powerhouse elite – and highlights areas ofstructural weakness that could result in relegation.

10.45 - 11.00 League leaders and ones to watch

Participants

Chris Chancellor, New Research, MACKAY WILLIAMSLLP

Chris Newlands, Moderator, FTFM

Laurent Ramsey, Panellists, PICTET ASSETMANAGEMENT

Charles Goodman, EDMOND DE ROTHSCHILD ASSETMANAGEMENT UK

Justin Urquhart Stewart, SEVEN INVESTMENTMANAGEMENT (7IM)

Morning Coffee and Networking Sessions


Investor Insight Hub - European Insurers WithFlux Comes Opportunity For Asset Managers


Participants

David Walker, CERULLI ASSOCIATES (EUROPE)

Ed Moisson, IGNITES EUROPE, FINANCIAL TIMES

Investment Trends & Talent Hub - Asia InvestorInsight - Understanding The InvestmentAttitudes Of the New Generation of ChineseEntrepreneurs & Sophisticated End Investors


Participants

Jack Wang, CSOP ASSET MANAGEMENT

Seb Dovey, SCORPIO AON



Participants

Will Mayne, Chair, SPENCE JOHNSON

Next Generation Income Products & Solutions:The New Fixed Income Portfolio: HowTraditional Fixed Income, Unconstrained andHedge Funds Are Now Making The New Mix


Participants

Will Mayne, New Research Briefing & Moderator,SPENCE JOHNSON

Omar Gadsby, Fixed Income Fund Buyer, CREDITSUISSE AG

Aristomenis Papageorgakopoulos, Experts,EUROBANK ASSET MANAGEMENT MFMC

Mark Cernicky, CFA, PRINCIPAL GLOBAL INVESTORS



Berlin


CMU, The Pan European Pension & Long TermInvestment Strategy


Capital markets union, the dawn of loan origination forretail markets and the overarching implications for thefuture of the pensions and investment managementindustries

11.40 – 11.50 DG briefing interview


Participants

Michael Cole-Fontayn, Moderator, BNY MELLON

Olivier Guersent, DG Briefing Interview, EUROPEANCOMMISSION

Roderick Munsters, Panellists, EDMOND DEROTHSCHILD GROUP

Urban Funered, FIDELITY INTERNATIONAL

Andrea Beltratti, EURIZON CAPITAL SGR

Pier Luigi Gilibert, EUROPEAN INVESTMENT FUND

Peer To Peer & Equity Crowdfunding


The growth of equity crowdfunding and theopportunities & threats of peer to peer lending for theend investor and established asset management

Participants

Chris Sier, Moderator, FiNEXUS

Goncalo de Vasconcelos, Panellists,SYNDICATEROOM

Brian Bartaby, PROPLEND - SECURED P2P LENDING

Christopher Grätz, KAPILENDO AG

Johannes Laub, CROWDDESK GmbH

Innovations On The Digitalisation Of TheWholesale Investment Value Chain


Front office, fund selection and the impact of digitalon end users, selectors and asset managers: Fromend customer D2C online model portfolios, and newrisk assessments to new compliance and fundgovernance tools, distribution & user experience focusand new B2B interaction between fund managers andfund buyers

Participants

Jon 'JB' Beckett, Moderator, GEMINI INVESTMENTMANAGEMENT

Gina Miller, Panellists, SCM DIRECT

David Ferguson, NUCLEUS

Patrick Murphy, PUREGROUP

Oren Kaplan, SHARINGALPHA

Paul Resnik, FINAMETRICA

Combining Behavioural Science And MilitaryDecision Making For Business Agility


Bringing behavioural battlefield insight to theboardroom: An experiential workshop which integratesthinking from behavioural science and military strategyand planning to help improve decision making understress. Military planning takes seriously the dictum ‘noplan survives first contact with the enemy’, which isalso when our behavioural and emotional biases aremost likely to impair decision making. This sessiondraws on Colonel Tootal’s battlefield experiences, andDr Davies behavioural perspective on behaviouraldecision science to examine how we can learn fromboth to improve decisions at many levels, from in-the-moment individual investment decisions, to high levelcorporate strategy and planning. The focus is on howwe can build practical tools and processes to combatFear, lack of Focus, and lack of Faith, for betterperformance in uncertain and stressful environments.

Participants

Stuart Tootal, Military Decision Making Expert, FormerLt Commander 3 Para, BRITISH ARMY & Author”Danger Close: Commanding 3 Para in Afghanistan”

Greg B. Davies, CENTAPSE

Lunch and Networking Sessions


Technology Trends & Talent Hub - Ways OfUsing Innovative Technology To IncreaseFinancial Inclusion


With the finalists of the Almanis Financial InclusionChallenge

Participants

Mike Halsall, Moderator, SINGULARITY UNIVERSITY

Gabriela Isas, Finalists, SCORE ACADEMY

Niall Haughey, OUTGRO

Eddie Litonjua, UNIVERSITY COLLEGE LONDON

Genevieve Leveille, AGRILEDGER

Pritam Basu, BANK IN A BOX

Ritesh Singhania, OXFORD UNIVERSITY

Investor Insight Hub - The DigitalMasterclasses - How To Build OnlineReputation : Tell Your Corporate Story And WinNew AUM


Participants

Gay Flashman, FORMATIVE CONTENT

A Booksigning And An Informal Q&A With…

13:30 - 14:00Networking

Participants

Greg B. Davies, CENTAPSE

Stuart Tootal, Military Decision Making Expert, FormerLt Commander 3 Para, BRITISH ARMY & Author”Danger Close: Commanding 3 Para in Afghanistan”

Investment Trends & Talent Hub - New FundShowcase With Live Intermediary InvestorFeedback


Participants


Adam Choppin, Commentator, FIS GROUP

Chair FutureFinance Forum


Participants

Amin Rajan, Chair, CREATE RESEARCH



Berlin


Chair Business Leaders Forum


Participants

Markus Hill, Chair

Out Of Industry Mindshift 1: The Rise Of SocialSelling & The Death Of Traditional AssetManagement


Understanding how millennials are influencing how allpeople thinking about money across different industrysectors: what this means for traditional assetmanagement and how to rethink about capture theintergenerational wealth transfer happening worldwide

Participants

Brian Byrne, AVIADOR GROUP

Fund Selector Insight - German SpeakingEurope HNW & Family Offices



14.25 - 14.55 Panel Discussion

Participants

Markus Hill, New ThoughtLeadership & Moderator

Christian Hammes, CFP, CFEP, Panellists, ETA FAMILYOFFICE

Antje Biber, FERI TRUST

Marcel Müller, HQ Trust

Jakob von Ganske, Ph.D, DEUTSCHE OPPENHEIMFAMILY OFFICE AG

Magnus von Schlieffen, BREIDENBACH VONSCHLIEFFEN & CO

New Products - Real Assets - New ThinkingAround Investment in Natural Assets, Energy,Oil, Commodities & Gold


Where are we in the latest real assets andcommodities supercycle? How is this cycle differentto others, what is driving it and what is the likely supplyand demand reaction on the horizon

Participants

Shawn Reynolds, Natural Resources & Gold, VANECK

Mark O'Byrne, Gold, GOLDCORE

Eric Suschetet, OAKWOOD GLOBAL ADVISORS LLC

Making It Happen: Hybrid Robo-AdvisoryVersion 2.0


Bring Your Own Algorithm: Combining new thinking indigital robo advisory, millennial attitudes and activemanagement: the future of advice for wealthmanagement and private banking

14.35 – 14.45 New Research: Hybrid Robos: howcombining human and automatedwealth advice coulddeliver superior tailored investor outcomes andenableintermediaries to gain and retain market share

14.45– 15.15 Expert Discussion: What does thisdevelopment mean for the whole investmentecosystem from intermediary investors to assetmanagers and services providers?

Participants

Steffen Binder, New Research, MYPRIVATEBANKINGRESEARCH

Hermin Hologan, Moderator, EY

Brian Lincoln, Panellists, IBM

Erik Podzuweit, SCALABLE CAPITAL

Steffen Binder, MYPRIVATEBANKING RESEARCH

Pierre Mendelsohn, ALPIMA

Antonio Banda, FEELCAPITAL

Fund Selector Insight - Switzerland DistributionSpecial Focus


14.55 - 15.05 New ThoughtLeadership: Major changesin Swiss distribution on the horizon

15.05 - 15.35 Expert panel

Participants

Philip Kalus, New ThoughtLeadership & Moderator,ACCELERANDO ASSOCIATES

Erich Lang, Panellists, BANK JULIUS BAER & CO LTD

Neil Carnegie, CARNEGIE FUND SERVICES SA

Michele Malingamba, BSI BANK

New Credit Products - Next GenerationAlternative Financing Takes Off


Participants

Alan Kerr, Panellists, GSO BLACKSTONE

Tara Doyle, MATHESON

Massimo Figna, TENAX

Gavin Nangle, STATE STREET GLOBAL SERVICES

Out Of Industry Mindshift 2: Towards ADemand Driven Industry


From The Author, Digital Futurist And SERIOUS GAMESDESIGNERTThe Serious Game Of Customer Engagement:Gamification, Financial Inclusion And Getting PeopleSaving

Participants

Tom Chatfield, Gamification, Engagement & FinancialInclusion

FundForum 2016 Conclusion


We asked you to comment on the most urgentchallenges facing fund management

• What is the future role of passives?: implicationsfor the industry, investors and global economy asthey become inefficient and risky

• How do we play in illiquid assets and longer timehorizons to create better returns and reliableoutcomes?

• How can active funds survive without being activetrackers?

• What to do when over 75% of assets go to 10houses?

Investment Management ThoughtleadersDiscussion: Which business models are bestplaced to deliver investment solutions thatensure end investors lifetime financial needsand security– and who will be their businesspartners of choice in order to reach newcustomers?


Participants


Oliver Bilal, Investment Management ThoughtLeaders,UBS ASSET MANAGEMENT

Pascal Duval, RUSSELL INVESTMENTS, EMEA

Kamal Bhatia, CFA, OFI GLOBAL

Guillaume Dufour, DASSAULT SYSTÈMES

Peter Chambers, CASEY QUIRK



Berlin


INVITATION ONLY - EFAMA CEO & RegulatorsSession


Leading Regulators & Leading CEOS

Participants

Peter de Proft, EFAMA

Christian Dargnat, Formerly BNP PARIBAS ASSETMANAGEMENT

The FundForum 2016 Future Of AssetManagement After Party


• Wind-down from an incredible FundForum anddiscuss the controversial conclusions of our show-stopping finale.

• Join investment management leaders for greatdrinks, food and informal networking amongFundForum’s experiential features and unique filmfootage. Compare notes on the future direction ofyour business and assess the implications foryourself on the shape that next era of investmentmanagement has to take in order to grow andflourish.

• Sign up for contributing to one of our 365 Researchprojects following the key findings

• Raise your profile, contribute to our video gallery ofthoughtleaders and record your views on the futurefor global distribution across our media channels.



Berlin


TIME MAIN AGENDA BUSINESSLEADERSFORUM

FUTUREFINANCEFORUM

INVESTMENTSTRATEGYFORUM

INVESTMENTTRENDS &TALENT HUB

INVESTORINSIGHT HUB

NETWORKING NETWORKING -BY INVITATIONONLY

TECHNOLOGYTRENDS &TALENT HUB

08:00 08:45 - Early BirdKnowledge &Networking

08:45 - InvestorInsight Hub -Maverick InsightsInto A New FundOrder:Dysfunctions andDisrupters In TheCity

09:00 09:25 - OpeningGrand Plenary:Chairman'sWelcome

09:30 - Leadership,Talent &Remuneration InThe Agile Business

09:55 - FundForumAsia On Tour 2016

10:00 10:30 -Powerhouse EliteIn Motion 2016:New Metrics ForSuccess OrRelegation



Berlin



FUTUREFINANCEFORUM



INVESTORINSIGHT HUB



11:00 11:00 - MorningCoffee andNetworkingSessions

11:35 - ChairInvestmentStrategy Forum

11:40 - CMU, ThePan EuropeanPension & LongTerm InvestmentStrategy

11:40 - NextGeneration IncomeProducts &Solutions: The NewFixed IncomePortfolio: HowTraditional FixedIncome,Unconstrained andHedge Funds AreNow Making TheNew Mix

11:10 - InvestmentTrends & TalentHub - Asia InvestorInsight -Understanding TheInvestmentAttitudes Of theNew Generation ofChineseEntrepreneurs &Sophisticated EndInvestors

11:05 - InvestorInsight Hub -European InsurersWith Flux ComesOpportunity ForAsset Managers

12:00 12:20 - CombiningBehaviouralScience AndMilitary DecisionMaking ForBusiness Agility

12:20 - InnovationsOn TheDigitalisation OfThe WholesaleInvestment ValueChain

12:20 - Peer ToPeer & EquityCrowdfunding

13:00 13:00 - Lunch andNetworkingSessions

13:25 - InvestorInsight Hub - TheDigitalMasterclasses -How To BuildOnline Reputation :Tell Your CorporateStory And Win NewAUM

13:30 - InvestmentTrends & TalentHub - New FundShowcase WithLive IntermediaryInvestor Feedback

13:30 - ABooksigning AndAn Informal Q&AWith…

13:25 - TechnologyTrends & TalentHub - Ways OfUsing InnovativeTechnology ToIncrease FinancialInclusion



Berlin



FUTUREFINANCEFORUM



INVESTORINSIGHT HUB



14:00 14:10 - ChairFutureFinanceForum

14:10 - ChairBusiness LeadersForum

14:15 - FundSelector Insight -German SpeakingEurope HNW &Family Offices

14:55 - FundSelector Insight -SwitzerlandDistribution SpecialFocus

14:15 - Out OfIndustry Mindshift1: The Rise OfSocial Selling &The Death OfTraditional AssetManagement

14:35 - Making ItHappen: HybridRobo-AdvisoryVersion 2.0

14:15 - NewProducts - RealAssets - NewThinking AroundInvestment inNatural Assets,Energy, Oil,Commodities &Gold

14:55 - New CreditProducts - NextGenerationAlternativeFinancing TakesOff

14:15 - INVITATIONONLY - EFAMA CEO& RegulatorsSession



Berlin



FUTUREFINANCEFORUM



INVESTORINSIGHT HUB



15:00 15:15 - Out OfIndustry Mindshift2: Towards ADemand DrivenIndustry

15:35 - FundForum2016 Conclusion

15:40 - InvestmentManagementThoughtleadersDiscussion: Whichbusiness modelsare best placed todeliver investmentsolutions thatensure endinvestors lifetimefinancial needs andsecurity– and whowill be theirbusiness partnersof choice in orderto reach newcustomers?

16:00 16:15 - TheFundForum 2016Future Of AssetManagement AfterParty



Berlin


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