ETC Monument,St Pauls, 200 Aldersgate, London, EC1A 4HD
Banking / Funds / Wealth Management
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.
Chief Investment Officer, Head of Investments - Close Brothers Asset Management
Head of Research - Henderson Rowe
Head of Sustainable, Responsible and Impact Investing - Sandaire
Ching Ching Lam
Chairman - Charismatic Capital
Sales Director for ETFs - BMO Global Asset Management
Economist - UBS Wealth Management
Managing Director and Global Head of Equity Research - MSCI
Partner - Mamo TCV Advocates
Chairman - FinanceMalta
Director - The Hedge Funds Association
Partner, MJ Hudson
CEO - ClearView Financial Media
Group Editor - ClearView Financial Media
Head of ETF Research - Close Brothers Asset Management
Head of Research - ClearView Financial Media
08:00 Registration and Refreshments
09:00 Summit Welcome
09:05 Keynote: Brave New World of Economic and Political Change
09:25 Panel 1: The Evolving Role of ETFs within Emerging Markets
10:20 Networking Morning Tea
10:50 Panel 2: Malta – Europe’s fund gateway
11:50 Panel 3: Strategy vs. strategy: top practitioners debate
12:50 Closing Keynote
13:10 Networking Lunch
14:00 Conference Close
Why should delegates attend?
- This will be an education half day covering the current trends and issues with the investment management industry with plenty of opportunity for detailed discussion between the panellists and audience members.
- Typically, we expect between 60 - 80 industry specialist in attendance (invited by WealthBriefing to ensure a high quality audience), resulting in a fantastic opportunity for networking.
- All delegates are eligible to receive a CPD certificate worth 3 - 4 hours’ credit attendance is free of charge and includes breakfast, lunch and coffee breaks, unlike similar event which require a ticket to purchase.
Investment Strategy Summit
Please ensure that the email address stipulated for each attendee is his or her own personal email address.
Group Discounts: A discount of 10% will be applied if you register 5 or more attendees, from the same company, at the same time, for this event.
Early-bird Discounts: A discount of 0% will be applied if you register till the .