Main Plenary & Stream 1 (AM): Direction and Decisions Key to a Successful 2021

Recorded live on February 23rd: 10:00am - 12:30pm (GMT)

If you would like to connect with our speakers or other delegates who attended the virtual summit, please use the networking button beneath the video player. 

Stream 1 (PM): Keeping up with ESG Policy Developments

Recorded live on February 23rd: 2:00pm - 4:20pm (GMT)

If you would like to connect with our speakers or other delegates who attended the virtual summit, please use the networking button beneath the video player. 

Summit Welcome & Co-hosts Introduction
10:00 AM  to  10:10 AM

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10:00 Summit Welcome & Co-hosts Introduction

Tom Wilkerson, Conference Producer, Bonhill Group plc.

Laura Curtis, Head of Marketing, Europe, Vanguard

Aoifinn Devitt, Head of Investment – Ireland, Federated Hermes – International

Speakers:
Aoifinn Devitt. Head of Investment - Ireland. Federated Hermes - International.
Laura Curtis. Head of Marketing, Europe. Vanguard.
FIRESIDE CHAT: Keynote – Overview and optimistic look at the Asset Management Landscape for 2021
10:10 AM  to  10:45 AM

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10:10 FIRESIDE CHATKeynote – Overview and optimistic look at the Asset Management Landscape for 2021

  • Round up of COVID & Impacts - what have been the most significant changes to the current market?
  • What opportunities do we see for companies and financial services professionals?
  • How has this experience impacted diversity and inclusion efforts?
  • The importance of ESG
  • What should Asset Managers look forward to in 2021?

 

Bev Shah, Founder and CEO, City Hive 

Sally Bridgeland, Chair, Impax Asset Management

Aisling Doherty, Senior Fixed Income Portfolio Manager, Mercer Global Investments

Speakers:
Sally Bridgeland. Chair. Impax Asset Management.
Aisling Doherty. Senior Fixed Income Portfolio Manager. Mercer Global Investments.
Bev Shah. Founder and CEO. City Hive.

Stream 1 - Direction and Decisions Key to a Successful 2021

Stream 1 - Direction and Decisions Key to a Successful 2021
PANEL DISCUSSION: Strategic evolution in sustainable investments
10:50 AM  to  11:30 AM

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​10:50 PANEL DISCUSSION: Strategic evolution in sustainable investments

  • Client demands for consistent returns as well as innovation in investment thinking and practice
  • How has political and regulatory pressures, technological advancements and client preferences pushed sustainability into the mainstream of investing?
  • What are the biggest barriers to adopting sustainable investing?
  • Developing deeper insights about how value will be created going forward

 

Mili Fomicov, Researcher, Centre for Climate Finance & Investment, Imperial College London (M)

Nina Roth, Director - Responsible Investment, BMO Global Asset Management (EMEA)

Ines Uwiteto, Private Client Manager, Seven Investment Management LLP

Speakers:
Mili Fomicov. Researcher, Centre for Climate Finance & Investment. Imperial College London.
Nina Roth. Director - Responsible Investment. BMO Global Asset Management (EMEA).
Ines Uwiteto. Private Client Manager. Seven Investment Management LLP.

Stream 2 - New Normals and how to Adapt with Modern Environments

Stream 2 - New Normals and how to Adapt with Modern Environments
PANEL DISCUSSION: Everyone has a part to play – culture from top to bottom
10:50 AM  to  11:30 AM

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10:50 PANEL DISCUSSION: Everyone has a part to play – culture from top to bottom

  • Reviewing some of the persistent challenges regarding company culture and policies faced over the years - highlighting challenges faced by women
  • The step-by-step processes to achieve change – Endorsement, implementation and management
  • How do we guarantee adoption and acceptance of these new measures?
  • Corporate Social Responsibility - shaping companies and changes it is bringing

 

Stephanie Hamod, Founder, Pathikah

Hani Nabeel, Chief Behavioural Scientist, iPsychTec

Tali Shlomo, Human Resource Director and D&I leader

Speakers:
Stephanie Hamod. Founder. Pathikah.
Hani Nabeel. Chief Behavioural Scientist. iPsychTec.
Tali Shlomo. Human Resource Director and D&I leader.

Stream 1 - Direction and Decisions Key to a Successful 2021

Stream 1 - Direction and Decisions Key to a Successful 2021
LIGHTNING TALKS: Are we keeping up rather than getting ahead? – Operational Excellence & Digital Transformation
11:35 AM  to  12:10 PM

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11:35 LIGHTNING TALKS: Are we keeping up rather than getting ahead? – Operational Excellence & Digital Transformation 

  • How has the asset management industry adopted technological innovations?
  • Transforming business and operating models to become more resilient, agile and flexible in a challenging environment
  • The future of the Asset Management workplace – more risk management hurdles to overcome
  • At what risk is technology making investing simpler and cheaper?

 

Paul Sinthunont, Senior Analyst, Aite Group

Zeynep Madeiros, Global Head of Middle Office, Dalton Strategic Partnership LLP

Koley Corte, Senior Vice President and Global Head of Business Transformation, AllianceBernstein

Speakers:
Zeynep Madeiros. Global Head of Middle Office. Dalton Strategic Partnership LLP.
Paul Sinthunont. Senior Analyst. Aite Group.
Koley Corte. Senior Vice President and Global Head of Business Transformation. AllianceBernstein.

Stream 2 - New Normals and how to Adapt with Modern Environments

Stream 2 - New Normals and how to Adapt with Modern Environments
FIRESIDE CHAT: Guidance, influence and empathy – leadership in 2021
11:35 AM  to  12:10 PM

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11:35 FIRESIDE CHAT: Guidance, influence and empathy - leadership in 2021

  • Discussing the importance of resilience & adaptability to lead remotely
  • Why are EQ, IQ and communication skills the ultimate triple threat?
  • What does leadership look like in 2021?
  • Balancing individual accountability and Micromanagement
  • How to engage all stakeholders with leadership vision and direction.
  • What will the characteristics of a successful asset manager be in five years?
  • Developing the ability to adapt and drive change at a pace unprecedented in the industry today.
  • What practical tips are there for career development?

 

Meike Bliebenicht, Global Product Director, Multi-Asset, AllianceBernstein

Heidi Ridley, Co-Founder & CEO, Radiant ESG

Darren Johnson, Chief Operating Officer – Listed Equities, Executive Director, Impax Asset Management

Speakers:
Heidi Ridley. Co-Founder and CEO. Radiant ESG.
Darren Johnson. Chief Operating Officer - Listed Equities, Executive Director. Impax Asset Management.
Meike Bliebenicht. Global Product Director, Multi-Asset. AllianceBernstein.
Presentation: Investment Stewardship at BlackRock
12:15 PM  to  12:30 PM

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12:15 Presentation: Investment Stewardship at BlackRock

  • Stewardship’s role to support BlackRock’s commitments to sustainability and net zero
  • What Stewardship means at BlackRock, our approach and how we carry out our activities
  • Our priorities and expectations from companies for 2021 and the years ahead.

 

Sabahat Salahuddin, Director, EMEA Blackrock Investment Stewardship, BlackRock

Speaker:
Sabahat Salahuddin. Director, EMEA Blackrock Investment Stewardship. BlackRock.
Closing Remarks - End of Morning Sessions
12:30 PM  to  12:35 PM

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Summit Afternoon Welcome & Co-hosts Introduction
2:00 PM  to  2:10 PM

All timings are in GMT

Tom Wilkerson, Conference Producer, Bonhill Group plc.

Laura Curtis, Head of Marketing, Vanguard

Aoifinn Devitt, Head of Investment – Ireland, Federated Hermes – International

Speakers:
Laura Curtis. Head of Marketing, Europe. Vanguard.
Aoifinn Devitt. Head of Investment - Ireland. Federated Hermes - International.
FIRESIDE CHAT: ESG and D&I Best Practices
2:10 PM  to  2:45 PM

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14:10 FIRESIDE CHAT:  ESG and D&I Best Practices

  • Looking at the make-up of the Asset Management industry and highlighting the discrepancies
  • How we approach the challenges in the journey to DEI cultures
  • Acknowledging that bias and unconscious biases are real, and whether they are changing in a COVID world
  • Changing the industry – internal and external forces and the power of our cumulative actions
  • Analysing the Supply Chain & Value Chain
  • Broadening the diversity of the customer base

 

Cara Williams, Global Segment Leader: Family Offices, Financial Intermediaries & Multinational Clients-Wealth, Mercer

Tatjana Greil Castro, Co-Head of Public Markets - Portfolio Manager Global Credit Strategies, Muzinich & Co.

Sarah Bratton Hughes, Head of Sustainability, North America, Schroders

Speakers:
Sarah Bratton Hughes. Head of Sustainability, North America. Schroders.
Tatjana Greil Castro. Co-Head of Public Markets - Portfolio Manager. Muzinich & Co..
Cara Williams. Global Segment Leader: Family Offices, Financial Intermediaries & Multinational Clients-Wealth. Mercer.

Stream 1 – Keeping up with ESG Policy Developments

Stream 1 – Keeping up with ESG Policy Developments
PRESENTATION: Responsible Investing with ESG
2:50 PM  to  3:05 PM

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14:50 PRESENTATION: Responsible Investing with ESG 

  • Change management and specific implementation problems of ESG
  • What are the pros and cons of passive ESG investments?
  • Specialised funds and interconnectivity – How do you choose?
  • Links to performance – preventing to consider ESG metrics

 

Maria Lombardo, Head of ESG Client Strategies EMEA, Invesco

Speaker:
Maria Lombardo. Head of ESG Client Strategies EMEA. Invesco.

Stream 2 - Championing Implementation of Change

Stream 2 - Championing Implementation of Change
CASE STUDY: Breaking down the persistent social taboo of Mental Health
2:50 PM  to  3:05 PM

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14:50 CASE STUDY: Breaking down the persistent social taboo of Mental Health

  • Why is this important to the business?
  • What has made this possible?
  • How can all professionals in each firm support these efforts?
  • How can you and your D&I/HR team do the same?

 

Oli Shakir-Khalil, Investment Director, Emerging Market Debt, Fidelity International

Speaker:
Oli Shakir-Khalil. Investment Director, Fixed Income. Fidelity International.

Stream 1 – Keeping up with ESG Policy Developments

Stream 1 – Keeping up with ESG Policy Developments
PANEL DISCUSSION: Global Regulation
3:10 PM  to  3:50 PM

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15:10 PANEL DISCUSSION: Global Regulation

  • MiFID II review – Publication of the transaction reporting Review Report
  • The upcoming regulations in the U.S., U.K., Europe and emerging markets – what do asset managers and asset owners need to know and do?
  • Competitiveness of our economy, the concentration of political power, and the stability of financial markets
  • Practical implementations – compliance and operations processes
  • ESG - driving force within the harmonization of regulators

 

Liz Skinner, Special Projects Editor, Investment News

Dr Sabine Dittrich, Global Head of Regulatory Intelligence, UBS

Kalina Lazarova, Head of Governance, BMO Global Asset Management (EMEA)

Rosalyn Breedy, Partner, Wedlake Bell LLP

Speakers:
Sabine Dittrich. Global Head of Regulatory Intelligence. UBS.
Rosalyn Breedy. Partner. Wedlake Bell LLP.
Kalina Lazarova. Head of Governance. BMO Global Asset Management (EMEA).
Liz Skinner. Special Projects Editor. Investment News.

Stream 2 - Championing Implementation of Change

Stream 2 - Championing Implementation of Change
PANEL DISCUSSION: Intersectionality – considering all the elements that make us who we are
3:10 PM  to  3:50 PM

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15:10 PANEL DISCUSSION: Intersectionality – considering all the elements that make us who we are

  • The need to look beyond gender
  • Are we doing better on gender equality than LGBTQ+ representation?
  • Where is the race conversation now, and where does it need to go?
  • How to overcome unconscious bias when talking about diversity (gender, ethnic, cognitive)
  • Work is needed across the board, so how do we spread the effort to be intersectional?

 

Jon Terry, Experienced Business Advisor on People Challenges

Kathryn Mohan McDonald, Co-Founder and Head of Investments & Sustainability, Radiant ESG

Marie Fromaget, Human Capital and Diversity Analyst, AXA Investment Managers

Mariam Akanbi, Senior Legal Counsel, ARCH Emerging Markets Partners Limited

Speakers:
Marie Fromaget. Human Capital and Diversity Analyst. AXA Investment Managers.
Kathryn McDonald. Co-Founder - Head of Investments and Sustainability. Radiant ESG.
Jon Terry. Experienced Business Advisor on People Challenges.
Mariam Akanbi. Senior Legal Counsel. ARCH Emerging Markets Partners Limited.
Presentation: ESG Investing in Equities
3:55 PM  to  4:15 PM

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15:55: Presentation: ESG Investing in Equities

  • Evolution of ESG investing in Emerging Markets equities
  • Challenges faced with new markets
  • Best practices and how to identify these companies
  • Conclusion: investing in sound businesses with an ESG lens will lead to best outcomes
  • UN Sustainability Goals
Speaker:
Basak Yavuz. Fund Manager, Emerging Markets Equities. GSAM.
Summit Round-Up & Closing Remarks
4:15 PM  to  4:20 PM

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16:15 SUMMIT ROUND-UP

  • Discussing the key takeaways from this inaugural summit
    • What actionable takeaway will you do first?
  •  What topics would you like to hear about at WIAM September Summit & Awards 2021?
    • Tweet your pledge: Making your pledge for change
    • Given the content and insights shared, attendees are asked to pledge an act for greater change