The industry shaping agenda

Key Trends & Drivers Shaping Markets in 2022

00:00am – 00:00am (ZONE)

Leaders Panel: 2022 Economic & Regulatory Outlook

As we roll into 2022, all eyes are on developments within global central banks, growth levels across the world – and, of course, what it all means for the investment landscape. Hear how leading institutions expect this momentum to translate into the year ahead, and what impact it will have on GDP growth globally

  • Expected levels of inflation for 2022 and how investors should prepare their portfolios
  • The FED’s ongoing approach to monetary stimulus, and its impact on growth and earnings
  • 2021 was the year to own cyclical – sector selection and evaluating exposure for 2022
  • Exploring the impact of events in the South China Sea, Ukraine & Crimea, and economic destabilization in South America

Sonal Desai Ph.D. CIO Franklin Templeton Fixed Income

Darrell Cronk President Wells Fargo Investment Institute

Erik Knutzen CIO - Multi-Asset Class Portfolios Neuberger Berman

Steve Brice CIO Standard Chartered Bank

Bob Michele Global Head of Fixed Income J.P. Morgan Asset Management

00:00am – 00:00am (ZONE)

Interactive Interview: Assessing the Effects of Prevailing Narratives on the Investment Landscape

High levels of exuberance may indicate that we are at a tipping point in financial markets. Understand how asset managers and investors should react when valuation indicators aren’t working, central banks are denying risks, and irrational forces are driving change.

  • Integrating narratives across inflation, growth and monetary factors into your portfolio construction, such as mitigating higher rates with a focus on real assets
  • Finding value in a world of stretched absolute equity and bond valuations
  • Building an inflation-proof portfolio
  • Understanding the role of equities in your tactical and strategic asset allocation

Interviewee: Pascal Blanque Group CIO Amundi

00:00am – 00:00am (ZONE)

Leaders Panel: How to Prosper In A Reopening Economy

Expert predictions on how the reopening of the economy will affect growth and earnings, and which companies and sectors will prosper (or flounder) in the new paradigm.

  • To what extent will lifestyle changes persist after the pandemic? Assessing how long-lasting alterations will affect consumer and corporate behavior
  • Growth vs value investments in the new world
  • Integrating the new set of risk criteria into your investment decisions
  • Impact of an increasingly remote society on real estate values, education and pollution

Willem Sels Global CIO, Private Banking & Wealth Management HSBC

Karen Firestone Chairman & CEO Aureus Asset Management

Michael Strobaek Global CIO Credit Suisse

Mark Haefele CIO UBS Global Wealth Management

00:00am – 00:00am (ZONE)

Keynote Talk: Rewriting the Code On Tax And Climate - US Election, One Year On

Nearly a year after Biden took office, it’s time to look at how much he has delivered on his campaign promises, and how the new administration is affecting global investment markets.

  • What campaign promises the Biden administration has complied with, and what is still left to do
  • How corporates and other countries will respond to Biden’s capital gains tax proposals
  • Evaluating the impact of progressive green taxes and structural changes on financial markets today, and into 2022

00:00am – 00:00am (ZONE)

Leaders Panel: Central Bank Digital Currencies (CBDCs) – Timelines & Market Impact

The move towards CBDCs has fast become a matter of when, not if. Take a closer look at what this means for the wider ecosystem, and how rapidly we can expect to see the digitalization of various central bank currencies around the world.

  • How central banks plan to protect local currencies against the move to digital currencies
  • How CBDCs will alter SWIFT’s role in the transfer of money
  • How is the West looking at CBDCs vs. the East?

Peter Branner CIO APG Asset Management

00:00am – 00:00am (ZONE)

Interactive Interview: The coming Industrial Revolution – Lessons from history and effects on long-term capital market returns

Why the pessimists might be wrong – looking at the becalmed productivity trends of the last few years and whether they are likely to continue

  • Exploring the overstated role of past great inventions and how this mistakenly fuels the gloom
  • Health and the economy – linking past industrial revolutions with the one that may lie ahead
  • Productivity and populism – what we can and cannot say

William Hobbs CIO Barclays Wealth

Attracting the Best People - Building a Diverse & Inclusive Workplace

00:00am – 00:00am (ZONE)

Keynote Talk: Competing with big-tech to attract & retain the best talent

As the investment industry continues to adapt and evolve in response to disruption, different skillsets and ways of thinking are becoming crucial to success, but these are heavily in demand.

  • Top tips to find, engage and develop the best employees in the new paradigm
  • Creating a company culture that enables and rewards innovation
  • Exploring how an increasingly remote society will impact employer/employee loyalty, teamwork and salaries

00:00am – 00:00am (ZONE)

Leaders Panel: Next-Generation Governance – Building a diverse & inclusive workplace

Assessing the evidence-based impact of addressing inequality in the workplace and understanding the cultural reset required to achieve this within traditional incumbent businesses.

  • Knowing what constitutes ‘diversity’ and ‘inclusion’
  • Looking at the numbers - what large firms are doing to change their top-level management structures and their C-suite, and bring more minorities into managerial positions
  • Understanding the breadth and impact of diversity washing
  • Transitioning out longstanding members of a management team and bringing in younger, more original thinkers

Anne Simpson Managing Investment Director, Board Governance & Sustainability CalPERS

Where to Invest in 2022 – Asset Allocation Across Classes & Geographies

00:00am – 00:00am (ZONE)

Keynote Talk: Finding growth opportunities in key secular tech themes

  • Evaluating the total addressable market and growth potential for specific techs, e.g. AI, cloud, eCommerce, wearables
  • Finding higher returns through secular disruptive themes - backing the winners and avoiding the losers

Katie Koch Global Co-Head of Fundamental Equity Goldman Sachs Asset Management

00:00am – 00:00am (ZONE)

Interactive Interview: Investing Overseas – Reasons to increase your international exposure in 2022

  • Which overseas markets will win in 2022
  • Diversifying your portfolio through exposure to emerging markets
  • Risk management in emerging markets

Ruchir Sharma Head of Emerging Markets & Chief Global Strategist Morgan Stanley Investment Management

00:00am – 00:00am (ZONE)

Leaders Panel: SPACs: Where do we go after the inflection point?

Investors have driven a surge of SPACs deals over recent months, sending valuations through the roof. With regulatory scrutiny on the rise and activity slowing down, it’s time to evaluate what is driving the SPACs phenomenon, what are the risks, and how the current trends will develop.

  • What are the consequences of excess of liquidity from the SPACs phenomenon?
  • How will the SEC treat SPACs going forward, and how will efforts to expand SPACs into Europe and Asia be met by local regulators?
  • SPACs vs. IPOs – after the inflection point, where will SPACs sit in the IPO landscape?
  • Planning and execution – how can you source the best deals and negotiate with SPACs sponsors?

Betsy Cohen Chairman FinTech Masala

00:00am – 00:00am (ZONE)

Keynote Talk: Asia outlook – understanding the dynamics underlying the predictions

Asian bonds and equities are widely predicted to thrive throughout 2022 - but investors need to understand why the predictions are there and what is driving them.

  • Why leading managers and investors are active in Asia
  • How Asian stocks and bonds can improve your overall portfolio
  • How the digitalization of sovereign currencies in Asia will impact global markets

Seema Shah Chief Strategist Principal Global Investors

00:00am – 00:00am (ZONE)

Leaders Panel: Cryptocurrencies – exploring new trends & managing the risks

With the crypto world rapidly opening up, investors are jumping into the space. Understand how and why you should get into crypto, and how you can properly assess and mitigate the risks.

  • Assessing investor readiness to invest in crypto structures, as an inflation hedge and to speculate
  • Regulatory developments on the horizon and longer-term predictions
  • Accurately valuing cryptocurrencies when you have no real asset to compare prices
  • Tokenization trends – new ways to invest via blockchain technology
  • Managing the risk of cryptocurrencies internally and operationalizing them

Mike Novogratz CEO Galaxy Digital

Peter Habermacher Chief Executive Officer Aaro Capital

00:00am – 00:00am (ZONE)

Keynote Talk: Spotlight on China – how to allocate to the world’s fastest growing economy

It’s the second largest economy by GDP, the largest contributor to marginal global growth, and a source of major disruption and innovation. Take a deep dive into the opportunities and the risks of investing in China.

  • Key trends in 2021, and likely developments for 2022
  • How global managers can differentiate in the Chinese market
  • How investors should allocate to China across stocks, bonds and alternatives
  • Overcoming challenges around access, governance and ESG

Benjamin Deng Group CIO China Pacific Insurance Group

ESG, SRI & Impact Investing - Moving the Needle on Positive Social Change

00:00am – 00:00am (ZONE)

Interactive Interview: How investors can drive the transition to a Circular Economy

The transition from a linear economy to a circular one represents not just a move towards a more sustainable future, but also a more profitable one. Hear from a company at the very forefront of driving this shift as we examine what this transition will look like, and how it is creating investible opportunities.

  • What market forces are driving the circular economy forward
  • How to capture and monetize opportunities that arise from circular systems and supply chains
  • Why collaboration across stakeholders is critical to creating and sustaining positive economic and environmental outcomes

Ron Gonen CEO Closed Loop Partners

00:00am – 00:00am (ZONE)

Leaders Panel: ESG – Lessons from the investors leading the way in socially responsible strategies

Leading investors and managers will share how and why they started their ESG investments, what is driving their success and their insight on what the industry is doing well, as well as what needs to be done better.

  • Finding quantifiable data and cutting-edge tech to integrate ESG into your investment process and measure its impact on overall portfolio performance
  • How ESG regulation will affect asset pricing
  • How passive managers can develop sustainable products
  • Spotlight on greenwashing:
    • Is it responsible to invest in ‘dirty’ companies, in a bid to transition them?
    • How many asset managers have impactful ESG portfolios, and how much is just PR?

Sonja Laud CIO Legal & General Investment Management

Steven Billiet CEO, Asia Pacific BNP Paribas Asset Management

Chris Iggo CIO, Core Investments AXA Investment Management

Fadi Abuali CEO Goldman Sachs Asset Management International

00:00am – 00:00am (ZONE)

Interactive Interview: Impact investing – uncovering the best impact investments today

An in-depth look at the rapidly developing impact sector, and the best practices required to realize transformative environmental and social impact.

  • Having conscience with your capital – identifying investment opportunities that will generate returns while having a positive impact
  • Developments in measurement and disclosure – techniques and KPIs to monitor the societal benefits of certain projects
  • Quantifying reductions in carbon emissions when you invest in technologies such as sequestration, carbon removal and hydrogen

Interviewer: Eileen Murray Chair FINRA

Interviewee: Afsaneh Mashayekhi Beschloss CEO RockCreek