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WealthBriefing Investment Strategy Summit
21 March 2017
08:00 - 14:00
ETC Monument,St Pauls, 200 Aldersgate, London, EC1A 4HD
Banking / Funds / Wealth Management
Contact Person
Justine Watterson
Event Overview

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. 

Keynote Speakers

Nancy Curtin
Chief Investment Officer, Head of Investments - Close Brothers Asset Management


Artur Baluszynski
Head of Research - Henderson Rowe

Bonny Landers
Head of Sustainable, Responsible and Impact Investing - Sandaire

Ching Ching Lam
Chairman - Charismatic Capital

Christine Cantrell
Sales Director for ETFs - BMO Global Asset Management

Dean Turner
Economist - UBS Wealth Management

Dimitris Melas
Managing Director and Global Head of Equity Research - MSCI

Katya Tua
Partner - Mamo TCV Advocates

Kenneth Farrugia
Chairman - FinanceMalta

Martin Cornish
Director - The Hedge Funds Association
Partner, MJ Hudson

Stephen Harris
CEO - ClearView Financial Media

Tom Burroughes
Group Editor - ClearView Financial Media

Weixu Yan
Head of ETF Research - Close Brothers Asset Management

Wendy Spires
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.
Registration Information

Investment Strategy Summit

Booking Information

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 .

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Micallef & Associates is an established notarial practice offering bespoke services to local and international clients.
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