Select Page

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