MORNING KEYNOTE RISK & PERFORMANCE FORUM

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Felix Dorsey
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1 MORNING KEYNOTE For the opening keynote, you will be in the company of all TSAM London attendees. This includes all participants from Technology & Operational Strategy, Client Reporting & Communications Forum, Marketing & Sales Communications Forum, Regulations & Compliance, Data Management and Performance Measurement & Investment Risk. 09:00 TSAM London 2018 Welcome Address 09:10 Keynote Presentation: Economist Predictions How the Macro Landscape Will Impact the Buy-Side 09:40 Keynote Panel: Gender Equality & Diversity in Asset Management Nuala Walsh, Chief Marketing Officer, Standard Life Aberdeen Alison Jefferis, Head of Corporate Affairs, Columbia Threadneedle Investments Siobhan Doyle, Head of Investment Technology, Schroders 10:15 Morning Networking & Refreshments Spend this time networking with your counterparts, meeting the exhibitors, taking part in one-to-one meetings. All of the keynote speakers will stick around for the break, giving you the opportunity to meet them in person and continue discussions. RISK & PERFORMANCE FORUM The six individual conferences commence after the morning networking break. This enables you to dive into Risk & Performance for the rest of the day; alternatively, you have the opportunity to move between conferences to create your own, personalised programme. Session timings align across all the six programmes to make room transitions easy. 11:00 Chair s Welcome Address 11:10 Opening Panel Discussion: The Rise of Passive & Smart Beta Risk, Reward and Investment Opportunities Context: The last 18 months has seen an exponential rise in passive investing. As more and more firms move towards passives, this session will assess the potential risks and rewards for such market players, paired with analysing the opportunities this may generate for those managers remaining active only. Insights & Takeaways: This session will focus on themes like: insights into the seismic shift towards passives; differentials in risk strategies for passive investments; investment opportunities that may arise for active investors resulting from the passive movement; a deep dive into smart beta ETFs, how governance around passives is changing within the industry. Alexander Davey, Director Senior Product Specialist, Alternative Beta Strategies Manuela Sperandeo, Managing Director, Head of ishares EMEA Sales, BlackRock Enrico Massignani, Head of Risk Management, EMEA, Generali Investments

2 11:40 5 minute break to move between conferences 11:45 Panel Discussion: Technical Skill-Sets & Know-How: Concocting Teams of the Future Context: Skill-set requirements within performance measurement & investment risk are changing. Gone are the days where individuals are hired for their financial and market knowledge. Due to the growth of automated solutions & integration of technology into performance & risk processes, more technical, and indeed, technological skills are essential. Insights: The panel looks into the exact nature of the requirements needed qualifications, experience and more. The technology that has driven this change is also analysed, with insight offered into how both human & machine will work together most productively Takeaways: Take notes from your peers perspectives on what essential skills you, or your team, might be missing, and discover how you can mitigate this, whether it be through upskilling and training or other methods. Learn how to also create efficiencies in your recruitment process. Eric de Rouw, Senior Risk & Performance Controller, APG Asset Management Ashan Ramakrishnan, Head of Investment Risk & SIRO, BNY Mellon Investment Management EMEA Rob Lynch, Independent Consultant Paulo Caricati, Head of Risk Management, EMEA, Western Asset Management 12:20 5 minute break to move between conferences 12:25 Product Demonstration 12:35 5 minute break to move between conferences 12:40 Key TSAM Sponsor Thought Leadership Session Senior Representative, StatPro 13:05 Networking Lunch Spend this time at lunch meeting the exhibitors, taking part in one-to-one meetings and discussing the opening sessions with your peers.

3 14:15 Panel Discussion: ESG & RI Strategies: Showing Promise in Performance? Context: An increasing amount of experts & portfolio managers in the industry believe that ESG & RI products are beginning to deliver the performance that will enable them to become attractive not only for their admirable principles, but for their financial results too. Insights: Much of the challenge around these products still lies in the actual interaction and explaining to clients, as well as differentiating between the varying types of products. Then there are the difficulties around analysis of performance, impact and contribution. Takeaways: Enhance your knowledge of the varying types of ESG & RI products; understand the growing demand for these from clients, and learn how they can deliver performance results for your firm. Overcome any data issues you have regarding ESG & RI performance analysis. Charlene Cranny, Programme Manager, Head of Communications, UK Sustainable Investment & Finance Association (UKSIF) My-Linh Ngo, Head of ESG Investment Risk, BlueBay Asset Management Ben Yeoh, Senior Portfolio Manager, RBC Global Asset Management Roger Dayala, Managing Director, Hedge Funds & Commodities, Anthos Amsterdam 14:50 5 minute break to move between conferences 14:55 Product Demonstration 15:05 5 minute break to move between conferences 15:10 Harnessing Big Data for Alpha Generation in Risk Management Context: Big Data has been a consistent buzz-phrase in the industry. As capabilities to utilise the ever-growing volumes of data improve, risk management is one such area of an asset management business that can truly reap the rewards. Insights: The presentation will look through how managers can truly make the most of the tremendous amounts of new data, and offer insight into investment solutions that are being moulded with this in mind. Takeaways: Discover how you might be able to use artificial intelligence on big data in order to deliver superior investment insights and risk assessment, in that never-ending search for alpha. Dr. Thorsten Neumann, Managing Director, Quant & Risk Management, Union Investment 15:30 5 minute break to move between conferences

4 15:35 Presentation: Pushing for Performance Fee Standardisation in the Industry Context: Calculating & comparing funds with performance fees can often prove a challenging task. With the European market arguably behind their American counterparts when it comes to having an industry standard, there s plenty of room for improvement. Insights: Comparing the various types of funds and allocating performance fees for each of these is difficult. With clients becoming increasingly informed and involved in the investment process too, it s integral that performance fee calculation is carried out correctly & fairly, and this presentation will explore solutions for achieving this. Takeaways: Make the most of this opportunity to redesign the way your performance fees are calculated & managed, and work together to raise the issue of implementing industry-wide standards. Steinar Eikeland, Chief Investment Officer, Industrifinans Kapitalforvaltning 16:10 Networking and Refreshment Break Spend this time meeting the exhibitors, taking part in one-to-one meetings and discussing the sessions with your peers. 16:40 Transforming Performance & Risk from a Cost-Centre to an Elemental Business Driver Context: The risk and performance functions within an asset management organisation have traditionally been perceived as middle or back office functions that can be an administrative burden, with little profitable impact. With the capabilities of these functions growing though, there is potential for them to become real business drivers. Insights: Technological development for performance & risk tools are enabling more accurate and reliable results. This information can be used to effect by portfolio managers and those communicating with the investors and give them a significant competitive edge. Takeaways: Find out from this presentation how you and your team can go about realising this goal of becoming an elemental business driver, and what support you need from the rest of the business in order to achieve this transformation. Pascal Traccucci, Chief Risk Officer, La Francaise 17:10 5 minute break to move to the closing plenary session

5 17:15 Fireside Chat: How Effective Strategy Tagging can improve your Attribution Results Context: Strategy tagging has been available for a long time, featuring on many of the industry s existing software and system offerings. However, it has not necessarily always been fully utilised. Insights: Under growing pressure from clients to deliver more defined attribution results, strategy tagging can also enable asset managers in helping their clients understand the process. There are of course various challenges around strategy tagging, particularly with portfolios that contain extremely high amounts of strategies Takeaways: Find out how you can help your portfolio managers track their portfolios more flexibly, and incorporate strategy tagging into your wider attribution process. Take away tips on the specific techniques & methods for strategy tagging that will best serve your efforts. Barry Traynor, Head of Investment Statistics, Fidelity International 17:35 Networking Party After the day s presentations have come to an end, continue your conversations and networking the night away with your peers.

MAIN PROGRAMME. Supercharging investment and risk decision-making through powerful data analytics and financial technology

MAIN PROGRAMME. Supercharging investment and risk decision-making through powerful data analytics and financial technology 26 th June 2018 Grange Tower Bridge Hotel, London MAIN PROGRAMME Supercharging investment and risk decision-making through powerful data analytics and financial technology 08.00 Registration and refreshments