Diversify Your Thinking Beyond Traditional Strategies

WEDNESDAY, NOVEMBER 14 AT 1:30 PM (GMT)

Today’s investment landscape is evolving with pace. Meanwhile, there’s growing pressure to maximize assets vs. liabilities, and increasing concerns that fiduciary requirements for stronger risk management could hamper returns. These shifts have left many market participants asking themselves, “Is there still a place for traditional investment thinking?”.

Join thought leaders and practitioners as they explore this question and the reasons some investors are choosing to shift gears into innovative passive strategies that go beyond market-cap beta.

Topics will include:

  • How new hybrid politico-economic risks are shifting our investment paradigm
  • Using new passive strategies as key ingredients when looking to capture outcome-oriented payouts
  • Reconciling fiduciary duty and new risk management perspectives to shape stronger risk/returns profiles

Speakers View All >
Nico Aspinall

B&CE, The People’s Pension

View Bio >
Paul Cox

NEST

View Bio >
Ana Harris

State Street Global Advisors

View Bio >
Richard Smith-Bingham

Marsh & McLennan Companies

View Bio >
Amelia Tan

BlackRock

View Bio >
Partners
IPE
CISI
Location

1:30 PM – 2:00 PM

REGISTRATION

2:00 PM – 2:10 PM

WELCOME AND INTRODUCTION

̵        Rodney Fernandes, Managing Director, Head of Client Coverage, EMEA & India, S&P Dow Jones Indices

2:10 pM – 2:40 pM

KEYNOTE: COPING WITH UNCERTAINTY AND STRATEGIC DISRUPTION

̵        Richard Smith-Bingham, Director, Global Risk Centre, Marsh & McLennan Companies

2:40 pM – 3:10 pM

PRESENTATION: WHAT ARE MACRO-ECONOMIC TRENDS REALLY TELLING US?

̵        Jodie Gunzberg, Managing Director, Head of U.S. Equities, S&P Dow Jones Indices

3:10 pM – 3:30 pM

BREAK

3:30 PM – 4:00 PM

IN CONVERSATION: HOW PASSIVE SOLUTIONS PROVIDE ACTIVE RETURNS

Speakers:

̵        Sunjiv Mainie, Managing Director, Global Head of Global Research & Design, S&P Dow Jones Indices

4:00 pM – 4:50 pM

PANEL discussion: A FIELD GUIDE TO THE NEW INDEX LANDSCAPE

Moderator: Jon Winslade, Vice President, EMEA Asset Owner Channel Management, S&P Dow Jones Indices

Panelists:

̵        Nico Aspinall, Chief Investment Officer, B&CE, The People’s Pension

̵        Ana Harris, Head of Equity Portfolio Strategists EMEA, State Street Global Advisors

̵        Amelia Tan, Director, BlackRock

̵        Paul Cox, NEST

4:50 pM

CLOSING REMARKS

̵        Rodney Fernandes, Managing Director, Head of Client Coverage, EMEA & India, S&P Dow Jones Indices

5:00 PM

COCKTAIL RECEPTION

 

Nico Aspinall

B&CE, The People’s Pension

View Bio >
Paul Cox

NEST

View Bio >
Ana Harris

State Street Global Advisors

View Bio >
Richard Smith-Bingham

Marsh & McLennan Companies

View Bio >
Amelia Tan

BlackRock

View Bio >
Jodie Gunzberg

S&P Dow Jones Indices

View Bio >
Sunjiv Mainie

S&P Dow Jones Indices

View Bio >
Processing ...