AGENDA
MORNING WEBINAR: 10:00 TO 12:15
10:00 SUMMIT WELCOME
Tom Wilkerson, Conference Producer, Bonhill Group plc.
Aoifinn Devitt, Head of Investment – Ireland, Federated Hermes – International
10:10 FIRESIDE CHAT: Keynote – Overview and optimistic look at the Asset Management Landscape for 2021
- Round up of COVID & Impacts – what have been the most significant changes to the current market?
- What opportunities do we see for companies and financial services professionals?
- How has this experience impacted diversity and inclusion efforts?
- The importance of ESG
- What should Asset Managers look forward to in 2021?
Sally Bridgeland, Chair, Impax Asset Management
STREAM 1 – DIRECTION AND DECISIONS KEY TO A SUCCESSFUL 2021
10:50 PANEL DISCUSSION: Strategic evolution in sustainable investments
- Client demands for consistent returns as well as innovation in investment thinking and practice
- How has political and regulatory pressures, technological advancements and client preferences pushed sustainability into the mainstream of investing?
- What are the biggest barriers to adopting sustainable investing?
- Developing deeper insights about how value will be created going forward
Mili Fomicov, Researcher, Centre for Climate Finance & Investment, Imperial College London
Nina Roth, Director – Responsible Investment, BMO Global Asset Management (EMEA)
11:35 FIRESIDE CHAT: Are we keeping up rather than getting ahead? – Operational Excellence & Digital Transformation
- How has the asset management industry adopted technological innovations?
- Transforming business and operating models to become more resilient, agile and flexible in a challenging environment
- The future of the Asset Management workplace – more risk management hurdles to overcome
- At what risk is technology making investing simpler and cheaper?
Zeynep Madeiros, Global Head of Middle Office, Dalton Strategic Partnership LLP
STREAM 2 – NEW NORMALS AND HOW TO ADAPT WITH MODERN ENVIRONMENTS
10:50 PANEL DISCUSSION: Everyone has a part to play – culture from top to bottom
- Reviewing some of the persistent challenges regarding company culture and policies faced over the years – highlighting challenges faced by women
- The step-by-step processes to achieve change – Endorsement, implementation and management
- How do we guarantee adoption and acceptance of these new measures?
- Corporate Social Responsibility – shaping companies and changes it is bringing
Stephanie Hamod, International Transformational Business Strategy Consultant
Hani Nabeel, Chief Behavioural Scientist, iPsychTec
11:35 FIRESIDE CHAT: Guidance, influence and empathy – leadership in 2021
- Discussing the importance of resilience & adaptability to lead remotely
- Why are EQ, IQ and communication skills the ultimate triple threat?
- What does leadership look like in 2021?
- Balancing individual accountability and Micromanagement
- How to engage all stakeholders with leadership vision and direction.
- What will the characteristics of a successful asset manager be in five years?
- Developing the ability to adapt and drive change at a pace unprecedented in the industry today.
- What practical tips are there for career development?
Heidi Ridley, Co-Founder & CEO, Radiant ESG
12:15pm - End of morning sessions
AFTERNOON WEBINAR: 14:00 – 16:30
14:00 SUMMIT WELCOME
Tom Wilkerson, Conference Producer, Bonhill Group plc.
Aoifinn Devitt, Head of Investment – Ireland, Federated Hermes – International
14:10 FIRESIDE CHAT: ESG and D&I Best Practices
- Looking at the make-up of the Asset Management industry and highlighting the discrepancies
- How we approach the challenges in the journey to DEI cultures
- Acknowledging that bias and unconscious biases are real, and whether they are changing in a COVID world
- Changing the industry – internal and external forces and the power of our cumulative actions
- Analysing the Supply Chain & Value Chain
- Broadening the diversity of the customer base
Cara Williams, Global Segment Leader: Family Offices, Financial Intermediaries & Multinational Clients-Wealth, Mercer
Tatjana Greil Castro, Co-Head of Public Markets – Portfolio Manager Global Credit Strategies, Muzinich & Co.
STREAM 1 – KEEPING UP WITH ESG POLICY DEVELOPMENTS
14:50 PRESENTATION: Responsible Investing with ESG
- Change management and specific implementation problems of ESG
- What are the pros and cons of passive ESG investments?
- Specialised funds and interconnectivity – How do you choose?
- Links to performance – preventing to consider ESG metrics
Maria Lombardo, Head of ESG Client Strategies EMEA, Invesco
15:10 PANEL DISCUSSION: Global Regulation
- MiFID II review – Publication of the transaction reporting Review Report
- The upcoming regulations in the U.S., U.K., Europe and emerging markets – what do asset managers and asset owners need to know and do?
- Competitiveness of our economy, the concentration of political power, and the stability of financial markets
- Practical implementations – compliance and operations processes
- ESG – driving force within the harmonization of regulators
Dr Sabine Dittrich, Global Head of Regulatory Intelligence, UBS
Kalina Lazarova, Head of Governance, BMO Global Asset Management (EMEA)
STREAM 2 – CHAMPIONING IMPLEMENTATION OF CHANGE
14:50 CASE STUDY: Breaking down the persistent social taboo of Mental Health
- Why is this important to the business?
- What has made this possible?
- How can all professionals in each firm support these efforts?
- How can you and your D&I/HR team do the same?
Oli Shakir-Khalil, Investment Director, Emerging Market Debt, Fidelity International
15:10 PANEL DISCUSSION: Intersectionality – considering all the elements that make us who we are
- The need to look beyond gender
- Are we doing better on gender equality than LGBTQ+ representation?
- Where is the race conversation now, and where does it need to go?
- How to overcome unconscious bias when talking about diversity (gender, ethnic, cognitive)
- Work is needed across the board, so how do we spread the effort to be intersectional?
Kathryn Mohan McDonald, Co-Founder and Head of Investments & Sustainability, Radiant ESG
Marie Fromaget, ESG Analyst, AXA Investment Managers
15:55 Presentation: UN Sustainability Goals 2030: what do they mean?
- Awareness is most important steps to their fulfilment
- How have SDG-focused funds changed and where do they still need to go?
- Understanding how to ensure the capital we deploy is aligned with these goals
- Becoming accountable to drive positive change
16:25 SUMMIT ROUND-UP
- Discussing the key takeaways from this inaugural summit
- What actionable takeaway will you do first?
- What topics would you like to hear about at WIAM September Summit & Awards 2021?
- Tweet your pledge: Making your pledge for change
- Given the content and insights shared, attendees are asked to pledge an act for greater change
16:30 End of Women in Asset Management Transatlantic Summit 2021
ENQUIRE