by Jake Moeller.
On November 7, 2019 Refinitiv hosted the fourteenth annual Lipper Alpha Expert Forum in Canary Wharf, London.
Held in conjunction with the Chartered Institute of Securities and Investment–the leading professional investment body in the U.K.– we welcomed some of the preeminent fund industry executives in Europe to share their views on key developments and challenges facing the industry today.
The Lipper Alpha Expert Forum was opened by George Littlejohn from the CISI and Refintiv’s Head of Sustainable Investing & Lipper Fund Analytics– Leon Saunders Calvert.
Detlef Glow, Head of Lipper EMEA Research outlined the major trends revealed by fund flows throughout 2019.
His key findings (all figures to end of Q3) were:
Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv hosted the 2020 investment strategy panel. The panelists were:
The key findings by the panel were:
Detlef Glow, head of Lipper EMEA Research at Refinitiv convened the ETF panel. The panelists were:
The key findings of the panel were:
Jake Moeller, head of Lipper UK & Ireland Research at Refinitiv hosted the challenges and opportunities for fund groups. The panelists were:
The key findings of the panel were:
All the sessions at the Lipper Alpha Expert Forum experienced a high level of audience engagement, with lively questions and debate contributing to the success of the event. The three hours of Continuing Professional Development credit allocated to the event by CISI were well earned.
A live “Twitter Wall” proved popular during the event, with considerable activity posted via #LAEF2019.
Refinitiv is proud that Lipper can assemble such accomplished panellists to the Lipper Alpha Expert Forum. Our considerable gratitude is extended for their generosity and thought leadership. It is vital to the industry that their experience and knowledge be shared.
We look forward to welcoming you all back to the Lipper Alpha Expert Forum in 2020!
Patrick is CIO and co-heads Plurimi Investment Management. Previously he was CIO at Armstrong Investment Managers, co-head of Insight Investment’s Multi-Asset Group and Director at UBS. Patrick has an MBA from the Rotman School of Management and is a CFA Charterholder.
Andrew Milligan OBE joined Standard Life Investments (now Aberdeen Standard Investments) in 2000 as Global Investment Strategist before being appointed Head of Global Strategy in January 2001. Prior to that, he was employed by HM Treasury, followed by Lloyds Bank where he was an Economic Adviser, and Smith New Court as an International Economist. In 1994, he was appointed Chief Economist with New Japan Securities Europe. He then moved to Morley Fund Management (now Aviva Investors) in 1996 to take up the position of Director of Economic Research & Business Risk.
Maria Municchi joined M&G in 2009 and is a member of the Multi Asset team and the Positive Impact team. She is the fund manager of the M&G Sustainable Multi Asset Fund and also deputy fund manager of the M&G Episode Income Fund. Before joining M&G, Maria worked at Barings and UBS Asset Management. She has an MSc in international management and finance and is a CFA charterholder.
Michael John (“MJ”) Lytle is CEO of Tabula Investment Management. Previously MJ was a founding partner in Source, an investment manager focused on the creation and distribution of exchange traded funds, including a partnership with PIMCO to create and distribute a range of fixed income ETFs. Source was purchased by Invesco in 2017. Prior to Source, MJ spent 18 years at Morgan Stanley with a variety of roles across corporate finance, capital markets origination, trading, sales, equity, fixed Income, private wealth and technology strategy. MJ has a BA in Economics and Government from Dartmouth College with further studies at the London School of Economics.
Hector is a veteran of the ETF industry, establishing Susquehanna’s ETF desk in Europe, before co-founding ETF Securities in 2005. In 2011, Hector founded Boost ETP with Nik which, in 2014, became WisdomTree Europe with Hector as co-CEO. Following the buyout of BoostETP by WisdomTree Europe in 2016, Hector stepped down as co-CEO to establish HANetf, with business partner Nik Bienkowski.
David Lake joined Lyxor in 2017 from Source Asset Management, where he was Head of Sales, UK & Ireland since 2014. Prior to that, he was Head of Structured Product Sales, UK & Ireland at RBS Investment Bank from 2008 until 2013, after working as Head of Listed Product Sales UK, Ireland & Nordics for SG Corporate and Investment Banking since 2002. Before that, David held several positions as corporate finance analyst and investment analyst. He holds a BA in Philosophy and Mathematics (Honors) and a MSC in Mathematics from King’s College London.
Dawn Kendall is the Managing Director of SQN Asset Management Ltd, the UK manager of the SQN Secured Income Fund. Previously Dawn was a Partner, Portfolio Manager and Member of the Executive Committee at TwentyFour Asset Management. She started her career at SG Warburg (now UBS) and has since held senior investment and management positions at Newton, Axa (Architas), and Investec Wealth & Investment. Her primary specialism is management of fixed income funds with an extensive background in investment trusts, structured finance, product development, marketing, risk, derivatives and hedge funds. She has a degree in Law and an MBA.
Jasper joined Artemis in October 2018 as Head of distribution, a partner and member of the executive. Jasper worked for JP Morgan Asset Management, latterly as Country Head (UK), for 20 years until March 2018. He is a member of the Financial Capability Board. He holds a BA(Hons) in History from the University of Bristol.
Stephen Jones, Chief Investment Officer Aegon Asset Management Europe and interim CEO of Kames Capital. He is responsible for investment performance, overseeing strategy and leading Kames Capital’s investment teams. Stephen also works with clients to help ensure Kames Capital is meeting its investment performance and service requirements. Stephen joined us in 2002 from Britannic Asset Management where he was an investment manager. Prior to that, he was an Executive Director and Head of Debt Syndication at Greenwich NatWest. Stephen studied Law and Economics at the University of Newcastle and has over 25 years’ industry experience.
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This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Refinitiv cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.