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 9:00am Summit Welcome 9:05am Keynote: Brave New World of Economic and Political Change 9:25am: Panel 1: The Evolving Role of ETFs within Emerging Markets 10:20am Networking Morning Tea 10:50am Panel 2: Malta - Europe’s Fund Gateway 11:50am Panel 3: Strategy vs. Strategy: Top Practitioners Debate 12:50pm Closing Keynote: UK Outlook: Keep Calm and Stay Invested 1:10pm Networking Lunch 2:00pm Conference Close


Date and Time

Date: Tuesday 21st March - 2017
Time: 9:00 am – 2:00 pm


ETC St Pauls

Address: 200 Aldersgate, London, EC1A 4HD

About our Sponsors


Keynote Speaker

Nancy Curtin

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, […]


Alena Kosava


Tilney Group

Alena Kosava, CFA, Director, is a senior member of Tilney Group Central Investment Team. She is responsible for leading investment due diligence meetings and manager research in a number of […]

Artur Baluszynski

Head of Research

Henderson Rowe

Art joined Henderson Rowe in 2008 as an investment analyst. His focus is on global companies and he is a member of the Firm’s Investment Committee. Art works closely with […]

Bonny Landers

Head of Sustainable, Responsible and Impact Investing


Bonny helps develop Sandaire’s capabilities in Sustainable, Responsible and Impact Investing as well as advising families regarding their governance structures and assisting them to define their legacy. Bonny is an […]

Lam Ching Ching


Charismatic Capital

Based in Singapore, Ms Lam has been in the banking sector for the last 25 years, of which 13 were spent in Private Banking. She honed her credit and investment […]

Chris Casapinta

Country Executive, Head of the Italian Desk

Alter Domus Malta

Chris joined Alter Domus in July 2010 to set up the Alter Domus Offices in Malta. Before joining Alter Domus, Chris was a senior manager at PwC. He spent a […]

Christine Cantrell

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 […]

Dean Turner


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 […]

Dimitris Melas

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. […]

Edward Park

Investment Director

Brooks MacDonald

Edward joined Brooks Macdonald in 2009 and plays a leading role in the formulation of the firm’s centralised investment proposition as a member of both the Asset Allocation and Investment […]

Katya Tua


Mamo TCV Advocates

Katya Tua heads the Investment Services department at Mamo TCV Advocates, one of the largest law firms in Malta. She was called to the Bar in 2002 and joined the […]

Kenneth Farrugia



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 […]

Martin Cornish


The Hedge Funds Association

Partner, MJ Hudson Martin is a partner of MJ Hudson, solicitors, and widely recognised as a leading fund management and financial services regulatory lawyer with over 25 years’ experience. Martin […]

Stephen Harris


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 […]

Tom Burroughes

Group Editor

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 […]

Weixu Yan

Head of ETF Research

Close Brothers Asset Management

Weixu worked for Fortune Asset Management which was wholly acquired by Close Brothers Plc in 2010 and now heads up ETF/index research at Close Brothers Asset Management. He also manages […]

Wendy Spires

Head of Research

ClearView Financial Media

Wendy has been a wealth management journalist, researcher and consultant for a decade, covering a huge range of international markets and sub-sectors over that time. Known as a technology and […]