In 2016, oft-lauded as a year without precedent, investment professionals held their breath in the run-up to elections both in the UK and across the pond. However, as the somewhat-unexpected verdicts of Leave and Trump’s victories were respectively announced, temporary market jitters slowly evened out as the news settled in – despite a somewhat depleted pound still remaining.
In the wake of this, and Article 50’s triggering date looming ever nearer, what can investors and their wealth managers realistically expect to achieve in 2017, whilst trying to predict and adapt to whatever geopolitical or macroeconomical changes come to pass? Furthermore, the low-return environment that dominated the market over the past 12 months is only set to continue, and as such this Summit will assess across three expert panels if higher rates can be readily sought through more nuanced investment avenues, or whether investors should be looking to chase something more substantial and personal than just monetary gains from their assets.
8:00am Registration and Refreshments
8:55am Summit Welcome
9:15am: Panel 1: Emerging market strategies: what role can the ETF play
10:10am Panel 2: Malta – Europe’s fund gateway
11:00am Networking Morning Tea
11:30am Fund Manager Presentation
11:50am Panel 3: Strategy vs. strategy: top practitioners debate
12:50pm Closing Keynote
1:00pm Networking Lunch
2:00pm Conference Close
Date and TimeDate: Tuesday 21st March • 2017
Time: 9:00 am – 2:00 pm
ETC St Pauls
Address: 200 Aldersgate, London, EC1A 4HD
Chief Investment Officer, Head of Investments
Close Brothers Asset Management
Appointed in 2010, Nancy oversees a successful, award winning team of 55 investment professionals with a highly disciplined investment process.
Nancy has over 20 years’ experience including Managing Partner, Fortune, where she ran an alternatives investment business, Schroders where she was Head of Global Investments for its $20bn Global Mutual Fund businesses and Barings where she was Head of Emerging Markets and served in a range of global asset allocation roles.
Nancy holds a bachelor’s degree in political science, summa cum laude, from Princeton University and an MBA from Harvard Business School.
Sales Director for ETFs
BMO Global Asset Management
Christine Cantrell is UK Sales Director for ETFs at BMO Global Asset Management. Christine joined BMO in 2016 to drive the ETF business development in the UK. She has over seven years’ experience in the ETF industry, most recently at State Street Global Advisors where she was responsible for relationships with UK asset management and financial intermediary firms.
UBS Wealth Management
Dean has over seventeen years of experience in the investment industry. In his role as an economist, he is responsible for formulating the macroeconomic views for the UK and translating this into investment strategies across the fixed income and sterling markets. He joined UBS in 2014 and prior to this held positions as an economist/strategist at HSBC and Barclays. Dean holds a Masters in Economics from the University of London, and is a CFA charter-holder.
Managing Director and Global Head of Equity Research
As Managing Director & Global Head of Equity Research, Dimitris and his team are responsible for all research efforts to enhance existing MSCI indexes and to develop new index methodologies. The team is also responsible for conducting research, publishing articles, and giving client and conference presentations to promote the use of MSCI indexes in the institutional investment process.
Prior to joining MSCI in 2006, Dimitris worked at HSBC Asset Management where he was Head of Research and Head of Quantitative Strategies, leading a team of analysts and fund managers that provided analytical research to the global asset management business and managed several quantitative equity portfolios. At HSBC, he was also a member of the Global Investment Strategy Group, a committee of CIOs and other senior investment professionals responsible for setting investment strategy and asset allocation policy for all balanced and multi-asset class portfolios managed by HSBC Asset Management.
Dimitris is a Chartered Financial Analyst (CFA) and holds an MSc in Electrical Engineering, an MBA in Finance, and a PhD in Financial Mathematics from the London School of Economics.
Geraldine Noel, M.A(Hons)(Oxford), PG Dip (London), LLM (Fordham), is an English Barrister – Registered in Malta & is licensed to practice law in both jurisdictions. Geraldine oversees the Maltese operations of Acumum - an award-winning boutique set of legal, corporate, fiduciary & accounting set of firms – with an associated, Malta located, Barristers Chambers.
Geraldine has spent over 27 years working within the legal profession, including managing legal departments of multi-national financial & technology corporations in a number of jurisdictions, including: UK, USA, Switzerland, the Cayman Islands & Malta, covering legal areas such as taxation, financial services, intellectual property & private client.
Kenneth Farrugia is the current Chairman of FinanceMalta, Malta's national promotional body for financial services, and also serves as Chairman of the Malta Funds Industry Association. He is also the Chairman of Malita Investments plc which is listed on the Malta Stock Exchange.
Kenneth joined Bank of Valletta plc (BOV), Malta's largest banking group, in 1985 and has since occupied various positions within the Bank. Kenneth currently holds the post of Chief Business Development Officer at Bank of Valletta plc and sits on the Group's Management Board. Kenneth is amongst others responsible for the improvement of the Bank’s market position, as well as the achievement of financial growth and long-term strategic business goals.
ClearView Financial Media
Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance Matters, Offshore Red and Executive Compensation Briefing respectively. He has 25 years’ financial publishing experience, 17 years of which have been running growth companies.
He has written extensively on global wealth management issues and leads ClearView’s global events team. As well as training as an accountant, Stephen has worked as a hedge fund manager and as a private banking headhunter.
Taking his wealth management knowledge from behind his publications, Stephen is often at the centre a variety of thought-leadership events in the industry. He has spoken on a number of panels and webinars as an expert in the field, as well as commentating on television, and leading internal staff training programmes.
Not only has he chaired panels at numerous conferences organised by ClearView in the UK, US and Asia; Stephen has chaired filmed round-tables for firms, such as BNP Paribas and Appway.
ClearView Financial Media
Tom Burroughes is group editor of ClearView Financial Media, publisher of WealthBriefing, WealthBriefingAsia and Family Wealth Report. Tom has worked at ClearView since 2008, reporting on news stories, interviewing industry leaders, writing features and comment pieces, and has spoken at conferences in London, Guernsey and Vienna, among other locations. He has discussed the industry’s issues on Reuters television and the BBC. Previously, Tom was wealth management editor of The Business, the weekly UK magazine run by the Telegraph Group, from 2007 to 2008. Before that, he was a correspondent in various roles at Reuters, the global newswire. Between 1994 and 2000, he was a reporter for Market News International, a New York-headquartered newswire.
Head of Research
ClearView Financial Media
Wendy has been a wealth management journalist and research writer for eight years, covering a variety of international markets and sub-sectors over that time. She has written an array of in-depth reports on issues affecting private banks and wealth managers, including fintech innovation and implementation, client experience enhancement, branding and marketing strategy, and risk-profiling methodologies.
As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults on strategic and communications issues related to the wealth and asset management market. She carries out research projects among HNW clients, for both internal and external purposes.